Advanced to version 0.9.0.

docs/source/accounting.option.rst

@@ -0,0 +1,29 @@
+accounting.option package
+=========================
+
+Submodules
+----------
+
+accounting.option.forms module
+------------------------------
+
+.. automodule:: accounting.option.forms
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.option.views module
+------------------------------
+
+.. automodule:: accounting.option.views
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.option
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.report.utils.rst

@@ -28,14 +28,6 @@ accounting.report.utils.csv\_export module
    :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
 -------------------------------------------
 

docs/source/accounting.rst

@@ -11,12 +11,21 @@ Subpackages
    accounting.base_account
    accounting.currency
    accounting.journal_entry
+   accounting.option
    accounting.report
    accounting.utils
 
 Submodules
 ----------
 
+accounting.forms module
+-----------------------
+
+.. automodule:: accounting.forms
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.locale module
 ------------------------
 

docs/source/accounting.utils.rst

@@ -12,6 +12,14 @@ accounting.utils.cast module
    :undoc-members:
    :show-inheritance:
 
+accounting.utils.current\_account module
+----------------------------------------
+
+.. automodule:: accounting.utils.current_account
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.utils.flash\_errors module
 -------------------------------------
 
@@ -36,6 +44,14 @@ accounting.utils.next\_uri module
    :undoc-members:
    :show-inheritance:
 
+accounting.utils.options module
+-------------------------------
+
+.. automodule:: accounting.utils.options
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.utils.pagination module
 ----------------------------------
 

docs/source/conf.py

@@ -13,7 +13,7 @@ sys.path.insert(0, os.path.abspath('../../src/'))
 project = 'Mia! Accounting Flask'
 copyright = '2023, imacat'
 author = 'imacat'
-release = '0.8.0'
+release = '0.9.0'
 
 # -- General configuration ---------------------------------------------------
 # https://www.sphinx-doc.org/en/master/usage/configuration.html#general-configuration

setup.cfg

@@ -17,7 +17,7 @@
 
 [metadata]
 name = mia-accounting-flask
-version = 0.8.0
+version = 0.9.0
 author = imacat
 author_email = imacat@mail.imacat.idv.tw
 description = The Mia! Accounting Flask project.

src/accounting/__init__.py

@@ -86,4 +86,7 @@ def init_app(app: Flask, user_utils: UserUtilityInterface,
     from . import report
     report.init_app(app, bp)
 
+    from . import option
+    option.init_app(bp)
+
     app.register_blueprint(bp)

src/accounting/forms.py

@@ -0,0 +1,96 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  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 forms.
+
+"""
+import re
+
+from flask_babel import LazyString
+from flask_wtf import FlaskForm
+from wtforms import StringField, ValidationError
+from wtforms.validators import DataRequired
+
+from accounting import db
+from accounting.locale import lazy_gettext
+from accounting.models import Currency, Account
+
+
+ACCOUNT_REQUIRED: DataRequired = DataRequired(
+    lazy_gettext("Please select the account."))
+"""The validator to check if the account code is empty."""
+
+
+class CurrencyExists:
+    """The validator to check if the account exists."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None:
+            return
+        if db.session.get(Currency, field.data) is None:
+            raise ValidationError(lazy_gettext(
+                "The currency does not exist."))
+
+
+class AccountExists:
+    """The validator to check if the account exists."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None:
+            return
+        if Account.find_by_code(field.data) is None:
+            raise ValidationError(lazy_gettext(
+                "The account does not exist."))
+
+
+class IsDebitAccount:
+    """The validator to check if the account is for debit line items."""
+
+    def __init__(self, message: str | LazyString):
+        """Constructs the validator.
+
+        :param message: The error message.
+        """
+        self.__message: str | LazyString = message
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None:
+            return
+        if re.match(r"^(?:[1235689]|7[5678])", field.data) \
+                and not field.data.startswith("3351-") \
+                and not field.data.startswith("3353-"):
+            return
+        raise ValidationError(self.__message)
+
+
+class IsCreditAccount:
+    """The validator to check if the account is for credit line items."""
+
+    def __init__(self, message: str | LazyString):
+        """Constructs the validator.
+
+        :param message: The error message.
+        """
+        self.__message: str | LazyString = message
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None:
+            return
+        if re.match(r"^(?:[123489]|7[1234])", field.data) \
+                and not field.data.startswith("3351-") \
+                and not field.data.startswith("3353-"):
+            return
+        raise ValidationError(self.__message)

src/accounting/journal_entry/forms/currency.py

@@ -27,29 +27,20 @@ from wtforms import StringField, ValidationError, FieldList, IntegerField, \
 from wtforms.validators import DataRequired
 
 from accounting import db
-from accounting.locale import lazy_gettext
-from accounting.models import Currency, JournalEntryLineItem
+from accounting.forms import CurrencyExists
 from accounting.journal_entry.utils.offset_alias import offset_alias
+from accounting.locale import lazy_gettext
+from accounting.models import JournalEntryLineItem
 from accounting.utils.cast import be
 from accounting.utils.strip_text import strip_text
 from .line_item import LineItemForm, CreditLineItemForm, DebitLineItemForm
 
+
 CURRENCY_REQUIRED: DataRequired = DataRequired(
     lazy_gettext("Please select the currency."))
 """The validator to check if the currency code is empty."""
 
 
-class CurrencyExists:
-    """The validator to check if the account exists."""
-
-    def __call__(self, form: FlaskForm, field: StringField) -> None:
-        if field.data is None:
-            return
-        if db.session.get(Currency, field.data) is None:
-            raise ValidationError(lazy_gettext(
-                "The currency does not exist."))
-
-
 class SameCurrencyAsOriginalLineItems:
     """The validator to check if the currency is the same as the
     original line items."""

src/accounting/journal_entry/forms/journal_entry.py

@@ -220,7 +220,7 @@ class JournalEntryForm(FlaskForm):
         :return: The selectable debit accounts.
         """
         accounts: list[AccountOption] \
-            = [AccountOption(x) for x in Account.debit()
+            = [AccountOption(x) for x in Account.selectable_debit()
                if not (x.code[0] == "2" and x.is_need_offset)]
         in_use: set[int] = set(db.session.scalars(
             sa.select(JournalEntryLineItem.account_id)
@@ -237,7 +237,7 @@ class JournalEntryForm(FlaskForm):
         :return: The selectable credit accounts.
         """
         accounts: list[AccountOption] \
-            = [AccountOption(x) for x in Account.credit()
+            = [AccountOption(x) for x in Account.selectable_credit()
                if not (x.code[0] == "1" and x.is_need_offset)]
         in_use: set[int] = set(db.session.scalars(
             sa.select(JournalEntryLineItem.account_id)

src/accounting/journal_entry/forms/line_item.py

@@ -17,7 +17,6 @@
 """The line item sub-forms for the journal entry management.
 
 """
-import re
 from datetime import date
 from decimal import Decimal
 
@@ -26,9 +25,11 @@ from flask_babel import LazyString
 from flask_wtf import FlaskForm
 from sqlalchemy.orm import selectinload
 from wtforms import StringField, ValidationError, DecimalField, IntegerField
-from wtforms.validators import DataRequired, Optional
+from wtforms.validators import Optional
 
 from accounting import db
+from accounting.forms import ACCOUNT_REQUIRED, AccountExists, IsDebitAccount, \
+    IsCreditAccount
 from accounting.locale import lazy_gettext
 from accounting.models import Account, JournalEntryLineItem
 from accounting.template_filters import format_amount
@@ -37,10 +38,6 @@ from accounting.utils.random_id import new_id
 from accounting.utils.strip_text import strip_text
 from accounting.utils.user import get_current_user_pk
 
-ACCOUNT_REQUIRED: DataRequired = DataRequired(
-    lazy_gettext("Please select the account."))
-"""The validator to check if the account code is empty."""
-
 
 class OriginalLineItemExists:
     """The validator to check if the original line item exists."""
@@ -105,45 +102,6 @@ class OriginalLineItemNotOffset:
                 "The original line item cannot be an offset item."))
 
 
-class AccountExists:
-    """The validator to check if the account exists."""
-
-    def __call__(self, form: FlaskForm, field: StringField) -> None:
-        if field.data is None:
-            return
-        if Account.find_by_code(field.data) is None:
-            raise ValidationError(lazy_gettext(
-                "The account does not exist."))
-
-
-class IsDebitAccount:
-    """The validator to check if the account is for debit line items."""
-
-    def __call__(self, form: FlaskForm, field: StringField) -> None:
-        if field.data is None:
-            return
-        if re.match(r"^(?:[1235689]|7[5678])", field.data) \
-                and not field.data.startswith("3351-") \
-                and not field.data.startswith("3353-"):
-            return
-        raise ValidationError(lazy_gettext(
-            "This account is not for debit line items."))
-
-
-class IsCreditAccount:
-    """The validator to check if the account is for credit line items."""
-
-    def __call__(self, form: FlaskForm, field: StringField) -> None:
-        if field.data is None:
-            return
-        if re.match(r"^(?:[123489]|7[1234])", field.data) \
-                and not field.data.startswith("3351-") \
-                and not field.data.startswith("3353-"):
-            return
-        raise ValidationError(lazy_gettext(
-            "This account is not for credit line items."))
-
-
 class SameAccountAsOriginalLineItem:
     """The validator to check if the account is the same as the
     original line item."""
@@ -452,12 +410,14 @@ class DebitLineItemForm(LineItemForm):
     """The ID of the original line item."""
     account_code = StringField(
         filters=[strip_text],
-        validators=[ACCOUNT_REQUIRED,
-                    AccountExists(),
-                    IsDebitAccount(),
-                    SameAccountAsOriginalLineItem(),
-                    KeepAccountWhenHavingOffset(),
-                    NotStartPayableFromDebit()])
+        validators=[
+            ACCOUNT_REQUIRED,
+            AccountExists(),
+            IsDebitAccount(lazy_gettext(
+                "This account is not for debit line items.")),
+            SameAccountAsOriginalLineItem(),
+            KeepAccountWhenHavingOffset(),
+            NotStartPayableFromDebit()])
     """The account code."""
     description = StringField(filters=[strip_text])
     """The description."""
@@ -502,12 +462,14 @@ class CreditLineItemForm(LineItemForm):
     """The ID of the original line item."""
     account_code = StringField(
         filters=[strip_text],
-        validators=[ACCOUNT_REQUIRED,
-                    AccountExists(),
-                    IsCreditAccount(),
-                    SameAccountAsOriginalLineItem(),
-                    KeepAccountWhenHavingOffset(),
-                    NotStartReceivableFromCredit()])
+        validators=[
+            ACCOUNT_REQUIRED,
+            AccountExists(),
+            IsCreditAccount(lazy_gettext(
+                "This account is not for credit line items.")),
+            SameAccountAsOriginalLineItem(),
+            KeepAccountWhenHavingOffset(),
+            NotStartReceivableFromCredit()])
     """The account code."""
     description = StringField(filters=[strip_text])
     """The description."""

src/accounting/journal_entry/utils/description_editor.py

@@ -21,10 +21,10 @@ import re
 import typing as t
 
 import sqlalchemy as sa
-from flask import current_app
 
 from accounting import db
 from accounting.models import Account, JournalEntryLineItem
+from accounting.utils.options import options, Recurring
 
 
 class DescriptionAccount:
@@ -148,16 +148,16 @@ class DescriptionType:
 class DescriptionRecurring:
     """A recurring transaction."""
 
-    def __init__(self, name: str, template: str, account: Account):
+    def __init__(self, name: str, account: Account, description_template: str):
         """Constructs a recurring transaction.
 
         :param name: The name.
-        :param template: The template.
+        :param description_template: The description template.
         :param account: The account.
         """
         self.name: str = name
-        self.template: str = template
         self.account: DescriptionAccount = DescriptionAccount(account, 0)
+        self.description_template: str = description_template
 
     @property
     def account_codes(self) -> list[str]:
@@ -280,19 +280,17 @@ class DescriptionEditor:
 
         :return: None.
         """
-        if "ACCOUNTING_RECURRING" not in current_app.config:
-            return
-        data: list[tuple[t.Literal["debit", "credit"], str, str, str]] \
-            = [x.split("|")
-               for x in current_app.config["ACCOUNTING_RECURRING"].split(",")]
-        debit_credit_dict: dict[t.Literal["debit", "credit"],
-                                DescriptionDebitCredit] \
-            = {x.debit_credit: x for x in {self.debit, self.credit}}
+        recurring: Recurring = options.recurring
         accounts: dict[str, Account] \
-            = self.__get_accounts({x[1] for x in data})
-        for row in data:
-            debit_credit_dict[row[0]].recurring.append(
-                DescriptionRecurring(row[2], row[3], accounts[row[1]]))
+            = self.__get_accounts(recurring.codes)
+        self.debit.recurring \
+            = [DescriptionRecurring(x.name, accounts[x.account_code],
+                                    x.description_template)
+               for x in recurring.expenses]
+        self.credit.recurring \
+            = [DescriptionRecurring(x.name, accounts[x.account_code],
+                                    x.description_template)
+               for x in recurring.incomes]
 
     @staticmethod
     def __get_accounts(codes: set[str]) -> dict[str, Account]:
@@ -301,6 +299,9 @@ class DescriptionEditor:
         :param codes: The account codes.
         :return: The account.
         """
+        if len(codes) == 0:
+            return {}
+
         def get_condition(code0: str) -> sa.BinaryExpression:
             m: re.Match = re.match(r"^(\d{4})-(\d{3})$", code0)
             assert m is not None,\

src/accounting/models.py

@@ -269,13 +269,15 @@ class Account(db.Model):
                                 cls.no == int(m.group(2))).first()
 
     @classmethod
-    def debit(cls) -> list[t.Self]:
-        """Returns the debit accounts.
+    def selectable_debit(cls) -> list[t.Self]:
+        """Returns the selectable debit accounts.
+        Payable line items can not start from debit.
 
-        :return: The debit accounts.
+        :return: The selectable debit accounts.
         """
         return cls.query.filter(sa.or_(cls.base_code.startswith("1"),
-                                       cls.base_code.startswith("2"),
+                                       sa.and_(cls.base_code.startswith("2"),
+                                               sa.not_(cls.is_need_offset)),
                                        cls.base_code.startswith("3"),
                                        cls.base_code.startswith("5"),
                                        cls.base_code.startswith("6"),
@@ -290,12 +292,14 @@ class Account(db.Model):
             .order_by(cls.base_code, cls.no).all()
 
     @classmethod
-    def credit(cls) -> list[t.Self]:
-        """Returns the debit accounts.
+    def selectable_credit(cls) -> list[t.Self]:
+        """Returns the selectable debit accounts.
+        Receivable line items can not start from credit.
 
-        :return: The debit accounts.
+        :return: The selectable debit accounts.
         """
-        return cls.query.filter(sa.or_(cls.base_code.startswith("1"),
+        return cls.query.filter(sa.or_(sa.and_(cls.base_code.startswith("1"),
+                                               sa.not_(cls.is_need_offset)),
                                        cls.base_code.startswith("2"),
                                        cls.base_code.startswith("3"),
                                        cls.base_code.startswith("4"),
@@ -779,3 +783,33 @@ class JournalEntryLineItem(db.Model):
                                    journal_entry_day.day),
                  format_amount(self.amount),
                  format_amount(self.net_balance)])
+
+
+class Option(db.Model):
+    """An option."""
+    __tablename__ = "accounting_options"
+    """The table name."""
+    name = db.Column(db.String, nullable=False, primary_key=True)
+    """The name."""
+    value = db.Column(db.Text, nullable=False)
+    """The option value."""
+    created_at = db.Column(db.DateTime(timezone=True), nullable=False,
+                           server_default=db.func.now())
+    """The time of creation."""
+    created_by_id = db.Column(db.Integer,
+                              db.ForeignKey(user_pk_column,
+                                            onupdate="CASCADE"),
+                              nullable=False)
+    """The ID of the creator."""
+    created_by = db.relationship(user_cls, foreign_keys=created_by_id)
+    """The creator."""
+    updated_at = db.Column(db.DateTime(timezone=True), nullable=False,
+                           server_default=db.func.now())
+    """The time of last update."""
+    updated_by_id = db.Column(db.Integer,
+                              db.ForeignKey(user_pk_column,
+                                            onupdate="CASCADE"),
+                              nullable=False)
+    """The ID of the updator."""
+    updated_by = db.relationship(user_cls, foreign_keys=updated_by_id)
+    """The updator."""

src/accounting/option/__init__.py

@@ -0,0 +1,30 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  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 option management.
+
+"""
+from flask import Blueprint
+
+
+def init_app(bp: Blueprint) -> None:
+    """Initialize the application.
+
+    :param bp: The blueprint of the accounting application.
+    :return: None.
+    """
+    from .views import bp as option_bp
+    bp.register_blueprint(option_bp, url_prefix="/options")

src/accounting/option/forms.py

@@ -0,0 +1,269 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  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 forms for the option management.
+
+"""
+from flask import render_template
+from flask_babel import LazyString
+from flask_wtf import FlaskForm
+from wtforms import StringField, FieldList, FormField, IntegerField
+from wtforms.validators import DataRequired, ValidationError
+
+from accounting.forms import ACCOUNT_REQUIRED, CurrencyExists, AccountExists, \
+    IsDebitAccount, IsCreditAccount
+from accounting.locale import lazy_gettext
+from accounting.models import Account
+from accounting.utils.current_account import CurrentAccount
+from accounting.utils.options import Options
+from accounting.utils.strip_text import strip_text
+
+
+class CurrentAccountExists:
+    """The validator to check that the current account exists."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None or field.data == CurrentAccount.CURRENT_AL_CODE:
+            return
+        if Account.find_by_code(field.data) is None:
+            raise ValidationError(lazy_gettext(
+                "The account does not exist."))
+
+
+class AccountNotCurrent:
+    """The validator to check that the account is a current account."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None or field.data == CurrentAccount.CURRENT_AL_CODE:
+            return
+        if field.data[:2] not in {"11", "12", "21", "22"}:
+            raise ValidationError(lazy_gettext(
+                "This is not a current account."))
+
+
+class NotStartPayableFromExpense:
+    """The validator to check that a payable line item does not start from
+    expense."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None or field.data[0] != "2":
+            return
+        account: Account | None = Account.find_by_code(field.data)
+        if account is not None and account.is_need_offset:
+            raise ValidationError(lazy_gettext(
+                "You cannot select a payable account as expense."))
+
+
+class NotStartReceivableFromIncome:
+    """The validator to check that a receivable line item does not start
+    from income."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None or field.data[0] != "1":
+            return
+        account: Account | None = Account.find_by_code(field.data)
+        if account is not None and account.is_need_offset:
+            raise ValidationError(lazy_gettext(
+                "You cannot select a receivable account as income."))
+
+
+class RecurringItemForm(FlaskForm):
+    """The base sub-form to add or update the recurring item."""
+    no = IntegerField()
+    """The order number of this recurring item."""
+    name = StringField()
+    """The name of the recurring item."""
+    account_code = StringField()
+    """The account code."""
+    description_template = StringField()
+    """The description template."""
+
+    @property
+    def account_text(self) -> str | None:
+        """Returns the account text.
+
+        :return: The account text.
+        """
+        if self.account_code.data is None:
+            return None
+        account: Account | None = Account.find_by_code(self.account_code.data)
+        return None if account is None else str(account)
+
+    @property
+    def all_errors(self) -> list[str | LazyString]:
+        """Returns all the errors of the form.
+
+        :return: All the errors of the form.
+        """
+        all_errors: list[str | LazyString] = []
+        for key in self.errors:
+            if key != "csrf_token":
+                all_errors.extend(self.errors[key])
+        return all_errors
+
+
+class RecurringExpenseForm(RecurringItemForm):
+    """The sub-form to add or update the recurring expenses."""
+    no = IntegerField()
+    """The order number of this recurring item."""
+    name = StringField(
+        filters=[strip_text],
+        validators=[DataRequired(lazy_gettext("Please fill in the name."))])
+    """The name of the recurring item."""
+    account_code = StringField(
+        filters=[strip_text],
+        validators=[
+            ACCOUNT_REQUIRED,
+            AccountExists(),
+            IsDebitAccount(lazy_gettext("This account is not for expense.")),
+            NotStartPayableFromExpense()])
+    """The account code."""
+    description_template = StringField(
+        filters=[strip_text],
+        validators=[
+            DataRequired(lazy_gettext(
+                "Please fill in the description template."))])
+    """The template for the line item description."""
+
+
+class RecurringIncomeForm(RecurringItemForm):
+    """The sub-form to add or update the recurring incomes."""
+    no = IntegerField()
+    """The order number of this recurring item."""
+    name = StringField(
+        filters=[strip_text],
+        validators=[DataRequired(lazy_gettext("Please fill in the name."))])
+    """The name of the recurring item."""
+    account_code = StringField(
+        filters=[strip_text],
+        validators=[
+            ACCOUNT_REQUIRED,
+            AccountExists(),
+            IsCreditAccount(lazy_gettext("This account is not for income.")),
+            NotStartReceivableFromIncome()])
+    """The account code."""
+    description_template = StringField(
+        filters=[strip_text],
+        validators=[
+            DataRequired(lazy_gettext(
+                "Please fill in the description template."))])
+    """The description template."""
+
+
+class RecurringForm(RecurringItemForm):
+    """The sub-form for the recurring expenses and incomes."""
+    expenses = FieldList(FormField(RecurringExpenseForm), name="expense")
+    """The recurring expenses."""
+    incomes = FieldList(FormField(RecurringIncomeForm), name="income")
+    """The recurring incomes."""
+
+    @property
+    def item_template(self) -> str:
+        """Returns the template of a recurring item.
+
+        :return: The template of a recurring item.
+        """
+        return render_template(
+            "accounting/option/include/form-recurring-item.html",
+            expense_income="EXPENSE_INCOME",
+            item_index="ITEM_INDEX",
+            form=RecurringItemForm())
+
+    @property
+    def expense_accounts(self) -> list[Account]:
+        """The expense accounts.
+
+        :return: None.
+        """
+        return Account.selectable_debit()
+
+    @property
+    def income_accounts(self) -> list[Account]:
+        """The income accounts.
+
+        :return: None.
+        """
+        return Account.selectable_credit()
+
+    @property
+    def as_data(self) -> dict[str, list[tuple[str, str, str]]]:
+        """Returns the form data.
+
+        :return: The form data.
+        """
+        def as_tuple(item: RecurringItemForm) -> tuple[str, str, str]:
+            return (item.name.data, item.account_code.data,
+                    item.description_template.data)
+
+        expenses: list[RecurringItemForm] = [x.form for x in self.expenses]
+        self.__sort_item_forms(expenses)
+        incomes: list[RecurringItemForm] = [x.form for x in self.incomes]
+        self.__sort_item_forms(incomes)
+        return {"expense": [as_tuple(x) for x in expenses],
+                "income": [as_tuple(x) for x in incomes]}
+
+    @staticmethod
+    def __sort_item_forms(forms: list[RecurringItemForm]) -> None:
+        """Sorts the recurring item sub-forms.
+
+        :param forms: The recurring item sub-forms.
+        :return: None.
+        """
+        ord_by_form: dict[RecurringItemForm, int] \
+            = {forms[i]: i for i in range(len(forms))}
+        recv_no: set[int] = {x.no.data for x in forms if x.no.data is not None}
+        missing_recv_no: int = 100 if len(recv_no) == 0 else max(recv_no) + 100
+        forms.sort(key=lambda x: (x.no.data or missing_recv_no,
+                                  ord_by_form.get(x)))
+
+
+class OptionForm(FlaskForm):
+    """The form to update the options."""
+    default_currency_code = StringField(
+        filters=[strip_text],
+        validators=[
+            DataRequired(lazy_gettext("Please select the default currency.")),
+            CurrencyExists()])
+    """The default currency code."""
+    default_ie_account_code = StringField(
+        filters=[strip_text],
+        validators=[
+            DataRequired(lazy_gettext(
+                "Please select the default account"
+                " for the income and expenses log.")),
+            CurrentAccountExists(),
+            AccountNotCurrent()])
+    """The default account code for the income and expenses log."""
+    recurring = FormField(RecurringForm)
+    """The recurring expenses and incomes."""
+
+    def populate_obj(self, obj: Options) -> None:
+        """Populates the form data into a currency object.
+
+        :param obj: The currency object.
+        :return: None.
+        """
+        obj.default_currency_code = self.default_currency_code.data
+        obj.default_ie_account_code = self.default_ie_account_code.data
+        obj.recurring_data = self.recurring.form.as_data
+
+    @property
+    def current_accounts(self) -> list[CurrentAccount]:
+        """Returns the current accounts.
+
+        :return: The current accounts.
+        """
+        return CurrentAccount.accounts()

src/accounting/option/views.py

@@ -0,0 +1,83 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  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 views for the option management.
+
+"""
+from urllib.parse import parse_qsl, urlencode
+
+from flask import Blueprint, render_template, redirect, session, request, \
+    flash, url_for
+from werkzeug.datastructures import ImmutableMultiDict
+
+from accounting.locale import lazy_gettext
+from accounting.utils.cast import s
+from accounting.utils.flash_errors import flash_form_errors
+from accounting.utils.next_uri import inherit_next
+from accounting.utils.options import options
+from accounting.utils.permission import has_permission, can_admin
+from .forms import OptionForm
+
+bp: Blueprint = Blueprint("option", __name__)
+"""The view blueprint for the currency management."""
+
+
+@bp.get("", endpoint="detail")
+@has_permission(can_admin)
+def show_options() -> str:
+    """Shows the options.
+
+    :return: The options.
+    """
+    return render_template("accounting/option/detail.html", obj=options)
+
+
+@bp.get("edit", endpoint="edit")
+@has_permission(can_admin)
+def show_option_form() -> str:
+    """Shows the option form.
+
+    :return: The option form.
+    """
+    form: OptionForm
+    if "form" in session:
+        form = OptionForm(ImmutableMultiDict(parse_qsl(session["form"])))
+        del session["form"]
+        form.validate()
+    else:
+        form = OptionForm(obj=options)
+    return render_template("accounting/option/form.html", form=form)
+
+
+@bp.post("update", endpoint="update")
+@has_permission(can_admin)
+def update_options() -> redirect:
+    """Updates the options.
+
+    :return: The redirection to the option form.
+    """
+    form = OptionForm(request.form)
+    if not form.validate():
+        flash_form_errors(form)
+        session["form"] = urlencode(list(request.form.items()))
+        return redirect(inherit_next(url_for("accounting.option.edit")))
+    form.populate_obj(options)
+    if not options.is_modified:
+        flash(s(lazy_gettext("The settings were not modified.")), "success")
+        return redirect(inherit_next(url_for("accounting.option.detail")))
+    options.commit()
+    flash(s(lazy_gettext("The settings are saved successfully.")), "success")
+    return redirect(inherit_next(url_for("accounting.option.detail")))

src/accounting/report/converters.py

@@ -23,8 +23,8 @@ from flask import abort
 from werkzeug.routing import BaseConverter
 
 from accounting.models import Account
+from accounting.utils.current_account import CurrentAccount
 from .period import Period, get_period
-from .utils.ie_account import IncomeExpensesAccount
 
 
 class PeriodConverter(BaseConverter):
@@ -55,22 +55,22 @@ class IncomeExpensesAccountConverter(BaseConverter):
     """The supplier converter to convert the income and expenses log pseudo
     account code from and to the corresponding pseudo account in the routes."""
 
-    def to_python(self, value: str) -> IncomeExpensesAccount:
+    def to_python(self, value: str) -> CurrentAccount:
         """Converts an account code to an account.
 
         :param value: The account code.
         :return: The corresponding account.
         """
-        if value == IncomeExpensesAccount.CURRENT_AL_CODE:
-            return IncomeExpensesAccount.current_assets_and_liabilities()
+        if value == CurrentAccount.CURRENT_AL_CODE:
+            return CurrentAccount.current_assets_and_liabilities()
         if not re.match("^[12][12]", value):
             abort(404)
         account: Account | None = Account.find_by_code(value)
         if account is None:
             abort(404)
-        return IncomeExpensesAccount(account)
+        return CurrentAccount(account)
 
-    def to_url(self, value: IncomeExpensesAccount) -> str:
+    def to_url(self, value: CurrentAccount) -> str:
         """Converts an account to account code.
 
         :param value: The account.

src/accounting/report/reports/income_expenses.py

@@ -33,12 +33,12 @@ 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.cast import be
+from accounting.utils.current_account import CurrentAccount
 from accounting.utils.pagination import Pagination
 
 
@@ -84,7 +84,7 @@ class ReportLineItem:
 class LineItemCollector:
     """The line item collector."""
 
-    def __init__(self, currency: Currency, account: IncomeExpensesAccount,
+    def __init__(self, currency: Currency, account: CurrentAccount,
                  period: Period):
         """Constructs the line item collector.
 
@@ -94,7 +94,7 @@ class LineItemCollector:
         """
         self.__currency: Currency = currency
         """The currency."""
-        self.__account: IncomeExpensesAccount = account
+        self.__account: CurrentAccount = account
         """The account."""
         self.__period: Period = period
         """The period"""
@@ -173,11 +173,8 @@ class LineItemCollector:
 
     @property
     def __account_condition(self) -> sa.BinaryExpression:
-        if self.__account.code == IncomeExpensesAccount.CURRENT_AL_CODE:
-            return sa.or_(Account.base_code.startswith("11"),
-                          Account.base_code.startswith("12"),
-                          Account.base_code.startswith("21"),
-                          Account.base_code.startswith("22"))
+        if self.__account.code == CurrentAccount.CURRENT_AL_CODE:
+            return CurrentAccount.sql_condition()
         return Account.id == self.__account.id
 
     def __get_total(self) -> ReportLineItem | None:
@@ -264,7 +261,7 @@ class PageParams(BasePageParams):
     """The HTML page parameters."""
 
     def __init__(self, currency: Currency,
-                 account: IncomeExpensesAccount,
+                 account: CurrentAccount,
                  period: Period,
                  has_data: bool,
                  pagination: Pagination[ReportLineItem],
@@ -283,7 +280,7 @@ class PageParams(BasePageParams):
         """
         self.currency: Currency = currency
         """The currency."""
-        self.account: IncomeExpensesAccount = account
+        self.account: CurrentAccount = account
         """The account."""
         self.period: Period = period
         """The period."""
@@ -341,8 +338,8 @@ class PageParams(BasePageParams):
 
         :return: The account options.
         """
-        current_al: IncomeExpensesAccount \
-            = IncomeExpensesAccount.current_assets_and_liabilities()
+        current_al: CurrentAccount \
+            = CurrentAccount.current_assets_and_liabilities()
         options: list[OptionLink] \
             = [OptionLink(str(current_al),
                           income_expenses_url(self.currency, current_al,
@@ -352,15 +349,12 @@ class PageParams(BasePageParams):
             .join(Account)\
             .filter(be(JournalEntryLineItem.currency_code
                        == self.currency.code),
-                    sa.or_(Account.base_code.startswith("11"),
-                           Account.base_code.startswith("12"),
-                           Account.base_code.startswith("21"),
-                           Account.base_code.startswith("22")))\
+                    CurrentAccount.sql_condition())\
             .group_by(JournalEntryLineItem.account_id)
         options.extend([OptionLink(str(x),
                                    income_expenses_url(
                                        self.currency,
-                                       IncomeExpensesAccount(x),
+                                       CurrentAccount(x),
                                        self.period),
                                    x.id == self.account.id)
                         for x in Account.query.filter(Account.id.in_(in_use))
@@ -371,7 +365,7 @@ class PageParams(BasePageParams):
 class IncomeExpenses(BaseReport):
     """The income and expenses log."""
 
-    def __init__(self, currency: Currency, account: IncomeExpensesAccount,
+    def __init__(self, currency: Currency, account: CurrentAccount,
                  period: Period):
         """Constructs an income and expenses log.
 
@@ -381,7 +375,7 @@ class IncomeExpenses(BaseReport):
         """
         self.__currency: Currency = currency
         """The currency."""
-        self.__account: IncomeExpensesAccount = account
+        self.__account: CurrentAccount = account
         """The account."""
         self.__period: Period = period
         """The period."""

src/accounting/report/utils/report_chooser.py

@@ -30,7 +30,7 @@ from accounting.locale import gettext
 from accounting.models import Currency, Account
 from accounting.report.period import Period, get_period
 from accounting.template_globals import default_currency_code
-from .ie_account import IncomeExpensesAccount
+from accounting.utils.current_account import CurrentAccount
 from .option_link import OptionLink
 from .report_type import ReportType
 from .urls import journal_url, ledger_url, income_expenses_url, \
@@ -113,7 +113,7 @@ class ReportChooser:
             account: Account = Account.cash()
         return OptionLink(gettext("Income and Expenses Log"),
                           income_expenses_url(self.__currency,
-                                              IncomeExpensesAccount(account),
+                                              CurrentAccount(account),
                                               self.__period),
                           self.__active_report == ReportType.INCOME_EXPENSES,
                           fa_icon="fa-solid fa-money-bill-wave")

src/accounting/report/utils/urls.py

@@ -22,7 +22,8 @@ from flask import url_for
 from accounting.models import Currency, Account
 from accounting.report.period import Period
 from accounting.template_globals import default_currency_code
-from .ie_account import IncomeExpensesAccount, default_ie_account_code
+from accounting.utils.current_account import CurrentAccount
+from accounting.utils.options import options
 
 
 def journal_url(period: Period) \
@@ -54,7 +55,7 @@ def ledger_url(currency: Currency, account: Account, period: Period) \
                    period=period)
 
 
-def income_expenses_url(currency: Currency, account: IncomeExpensesAccount,
+def income_expenses_url(currency: Currency, account: CurrentAccount,
                         period: Period) -> str:
     """Returns the URL of an income and expenses log.
 
@@ -64,7 +65,7 @@ def income_expenses_url(currency: Currency, account: IncomeExpensesAccount,
     :return: The URL of the income and expenses log.
     """
     if currency.code == default_currency_code() \
-            and account.code == default_ie_account_code() \
+            and account.code == options.default_ie_account_code \
             and period.is_default:
         return url_for("accounting.report.default")
     if period.is_default:

src/accounting/report/views.py

@@ -23,11 +23,12 @@ 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.current_account import CurrentAccount
+from accounting.utils.options import options
 from accounting.utils.permission import has_permission, can_view
 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."""
@@ -43,7 +44,7 @@ def get_default_report() -> str | Response:
     """
     return __get_income_expenses(
         db.session.get(Currency, default_currency_code()),
-        default_ie_account(),
+        options.default_ie_account,
         get_period())
 
 
@@ -126,8 +127,7 @@ def __get_ledger(currency: Currency, account: Account, period: Period) \
 @bp.get("income-expenses/<currency:currency>/<ieAccount:account>",
         endpoint="income-expenses-default")
 @has_permission(can_view)
-def get_default_income_expenses(currency: Currency,
-                                account: IncomeExpensesAccount) \
+def get_default_income_expenses(currency: Currency, account: CurrentAccount) \
         -> str | Response:
     """Returns the income and expenses log in the default period.
 
@@ -142,7 +142,7 @@ def get_default_income_expenses(currency: Currency,
     "income-expenses/<currency:currency>/<ieAccount:account>/<period:period>",
     endpoint="income-expenses")
 @has_permission(can_view)
-def get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
+def get_income_expenses(currency: Currency, account: CurrentAccount,
                         period: Period) -> str | Response:
     """Returns the income and expenses log.
 
@@ -154,7 +154,7 @@ def get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
     return __get_income_expenses(currency, account, period)
 
 
-def __get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
+def __get_income_expenses(currency: Currency, account: CurrentAccount,
                           period: Period) -> str | Response:
     """Returns the income and expenses log.
 

src/accounting/static/css/style.css

@@ -72,14 +72,11 @@
     }
 }
 @media(max-width:767px) {
-    .accounting-toolbar {
-    	width: 100%;
-    	justify-content: space-evenly;
-    }
     .accounting-toolbar > .btn:not(form), .accounting-toolbar > .btn-group > .btn {
         height: 3.2rem;
         width: 3.2rem;
         border-radius: 50%;
+        margin-right: 0.5rem;
     }
     .accounting-toolbar > a.btn, .accounting-toolbar > .btn-group > a.btn {
         padding-top: 0.7rem;
@@ -334,6 +331,14 @@ a.accounting-report-table-row {
     margin-top: 0.2rem;
 }
 
+/* The illustration of the description template for the recurring transactions */
+.accounting-recurring-description-template-illustration p {
+    margin: 0.2rem 0;
+}
+.accounting-recurring-description-template-illustration ul {
+    margin: 0;
+}
+
 /* The Material Design text field (floating form control in Bootstrap) */
 .accounting-material-text-field {
     position: relative;

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

@@ -110,7 +110,7 @@ class AccountForm {
         this.#isNeedOffsetControl = document.getElementById("accounting-is-need-offset-control");
         this.#isNeedOffset = document.getElementById("accounting-is-need-offset");
         this.#formElement.onsubmit = () => {
-            return this.#validateForm();
+            return this.#validate();
         };
         this.#baseControl.onclick = () => {
             this.#baseControl.classList.add("accounting-not-empty");
@@ -163,7 +163,7 @@ class AccountForm {
      *
      * @returns {boolean} true if valid, or false otherwise
      */
-    #validateForm() {
+    #validate() {
         let isValid = true;
         isValid = this.#validateBase() && isValid;
         isValid = this.#validateTitle() && isValid;
@@ -282,7 +282,7 @@ class BaseAccountSelector {
         });
         for (const option of this.#options) {
             option.onclick = () => {
-                this.#form.setBaseAccount(option.dataset.code, option.dataset.content);
+                this.#form.setBaseAccount(option.dataset.code, option.dataset.text);
             };
         }
         this.#clearButton.onclick = () => {

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

@@ -105,7 +105,7 @@ class AccountSelector {
         };
         this.#clearButton.onclick = () => this.#lineItemEditor.clearAccount();
         for (const option of this.#options) {
-            option.onclick = () => this.#lineItemEditor.saveAccount(option.dataset.code, option.dataset.content, option.classList.contains("accounting-account-is-need-offset"));
+            option.onclick = () => this.#lineItemEditor.saveAccount(option.dataset.code, option.dataset.text, option.classList.contains("accounting-account-is-need-offset"));
         }
         this.#query.addEventListener("input", () => {
             this.#filterOptions();

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

@@ -81,7 +81,7 @@ class CurrencyForm {
             this.#validateName();
         };
         this.#formElement.onsubmit = () => {
-            this.#validateForm().then((isValid) => {
+            this.#validate().then((isValid) => {
                 if (isValid) {
                     this.#formElement.submit();
                 }
@@ -95,7 +95,7 @@ class CurrencyForm {
      *
      * @returns {Promise<boolean>} true if valid, or false otherwise
      */
-    async #validateForm() {
+    async #validate() {
         let isValid = true;
         isValid = await this.#validateCode() && isValid;
         isValid = this.#validateName() && isValid;

src/accounting/template_globals.py

@@ -17,9 +17,8 @@
 """The template globals.
 
 """
-from flask import current_app
-
 from accounting.models import Currency
+from accounting.utils.options import options
 
 
 def currency_options() -> str:
@@ -35,4 +34,4 @@ def default_currency_code() -> str:
 
     :return: The default currency code.
     """
-    return current_app.config.get("ACCOUNTING_DEFAULT_CURRENCY", "USD")
+    return options.default_currency_code

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

@@ -26,17 +26,17 @@ First written: 2023/1/31
 {% block content %}
 
 <div class="mb-3 accounting-toolbar">
-  <a class="btn btn-primary d-none d-md-inline" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary d-none d-md-inline" href="{{ url_for("accounting.account.edit", account=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.account.edit", account=obj)|accounting_inherit_next }}">
       <i class="fa-solid fa-pen-to-square"></i>
       {{ A_("Edit") }}
     </a>
   {% endif %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.account.order", base=obj.base)|accounting_append_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.order", base=obj.base)|accounting_append_next }}">
     <i class="fa-solid fa-bars-staggered"></i>
     <span class="d-none d-md-inline">{{ A_("Order") }}</span>
   </a>
@@ -57,7 +57,7 @@ First written: 2023/1/31
 
 {% if accounting_can_edit() %}
   <div class="d-md-none accounting-material-fab">
-    <a class="btn btn-primary" href="{{ url_for("accounting.account.edit", account=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.edit", account=obj)|accounting_inherit_next }}">
       <i class="fa-solid fa-pen-to-square"></i>
     </a>
   </div>

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

@@ -27,10 +27,10 @@ First written: 2023/2/1
 
 {% block content %}
 
-<div class="mb-3 d-none d-md-block">
+<div class="mb-3 accounting-toolbar">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
 </div>
 
@@ -101,7 +101,7 @@ First written: 2023/2/1
 
         <ul id="accounting-base-selector-option-list" class="list-group accounting-selector-list">
           {% for base in form.base_options %}
-            <li class="list-group-item accounting-clickable accounting-base-selector-option" data-code="{{ base.code }}" data-content="{{ base }}" data-query-values="{{ base.query_values|tojson|forceescape }}" data-bs-dismiss="modal">
+            <li class="list-group-item accounting-clickable accounting-base-selector-option" data-code="{{ base.code }}" data-text="{{ base }}" data-query-values="{{ base.query_values|tojson|forceescape }}" data-bs-dismiss="modal">
               {{ base }}
             </li>
           {% endfor %}

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

@@ -27,7 +27,7 @@ First written: 2023/1/30
 
 <div class="mb-2 accounting-toolbar">
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary text-nowrap d-none d-md-block" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
+    <a class="btn btn-primary text-nowrap d-none d-md-block" role="button" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
       {{ A_("New") }}
     </a>
@@ -45,7 +45,7 @@ First written: 2023/1/30
 
 {% if accounting_can_edit() %}
   <div class="d-md-none accounting-material-fab">
-    <a class="btn btn-primary" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
+    <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
     </a>
   </div>

src/accounting/templates/accounting/account/order.html

@@ -30,10 +30,10 @@ First written: 2023/2/2
 
 {% block content %}
 
-<div class="mb-3 d-none d-md-block">
-  <a class="btn btn-primary" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
+<div class="mb-3 accounting-toolbar">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
 </div>
 

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

@@ -25,10 +25,10 @@ First written: 2023/2/1
 
 {% block content %}
 
-<div class="mb-3 d-none d-md-block">
-  <a class="btn btn-primary" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
+<div class="mb-3 accounting-toolbar">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
 </div>
 
@@ -38,7 +38,7 @@ First written: 2023/2/1
   {% if obj.accounts %}
     <div>
     {% for account in obj.accounts %}
-      <a class="btn btn-primary" href="{{ url_for("accounting.account.detail", account=account)|accounting_append_next }}">
+      <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.detail", account=account)|accounting_append_next }}">
         {{ account }}
       </a>
     {% endfor %}

src/accounting/templates/accounting/currency/detail.html

@@ -26,12 +26,12 @@ First written: 2023/2/6
 {% block content %}
 
 <div class="mb-3 accounting-toolbar">
-  <a class="btn btn-primary d-none d-md-inline" href="{{ url_for("accounting.currency.list")|accounting_or_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.currency.list")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary d-none d-md-inline" href="{{ url_for("accounting.currency.edit", currency=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.currency.edit", currency=obj)|accounting_inherit_next }}">
       <i class="fa-solid fa-pen-to-square"></i>
       {{ A_("Edit") }}
     </a>
@@ -53,7 +53,7 @@ First written: 2023/2/6
 
 {% if accounting_can_edit() %}
   <div class="d-md-none accounting-material-fab">
-    <a class="btn btn-primary" href="{{ url_for("accounting.currency.edit", currency=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary" role="button" href="{{ url_for("accounting.currency.edit", currency=obj)|accounting_inherit_next }}">
       <i class="fa-solid fa-pen-to-square"></i>
     </a>
   </div>

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

@@ -27,10 +27,10 @@ First written: 2023/2/6
 
 {% block content %}
 
-<div class="mb-3 d-none d-md-block">
+<div class="mb-3 accounting-toolbar">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
 </div>
 

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

@@ -27,7 +27,7 @@ First written: 2023/2/6
 
 <div class="mb-2 accounting-toolbar">
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary text-nowrap d-none d-md-block" href="{{ url_for("accounting.currency.create")|accounting_append_next }}">
+    <a class="btn btn-primary text-nowrap d-none d-md-block" role="button" href="{{ url_for("accounting.currency.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
       {{ A_("New") }}
     </a>
@@ -45,7 +45,7 @@ First written: 2023/2/6
 
 {% if accounting_can_edit() %}
   <div class="d-md-none accounting-material-fab">
-    <a class="btn btn-primary" href="{{ url_for("accounting.currency.create")|accounting_append_next }}">
+    <a class="btn btn-primary" role="button" href="{{ url_for("accounting.currency.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
     </a>
   </div>

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

@@ -51,6 +51,14 @@ First written: 2023/1/26
           {{ A_("Currencies") }}
         </a>
       </li>
+      {% if accounting_can_admin() %}
+        <li>
+          <a class="dropdown-item {% if request.endpoint and request.endpoint.startswith("accounting.option.") %} active {% endif %}" href="{{ url_for("accounting.option.detail") }}">
+            <i class="fa-solid fa-gear"></i>
+            {{ A_("Settings") }}
+          </a>
+        </li>
+      {% endif %}
     </ul>
   </li>
 {% endif %}

src/accounting/templates/accounting/journal-entry/disbursement/detail.html

@@ -22,7 +22,7 @@ First written: 2023/2/26
 {% extends "accounting/journal-entry/include/detail.html" %}
 
 {% block as_trasfer %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_journal_entry_to_transfer|accounting_inherit_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_journal_entry_to_transfer|accounting_inherit_next }}">
     <i class="fa-solid fa-table-columns"></i>
     <span class="d-none d-md-inline">{{ A_("As Transfer") }}</span>
   </a>

src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html

@@ -37,7 +37,7 @@ First written: 2023/2/25
 
         <ul id="accounting-account-selector-{{ debit_credit }}-option-list" class="list-group accounting-selector-list">
           {% for account in account_options %}
-            <li id="accounting-account-selector-{{ debit_credit }}-option-{{ account.code }}" class="list-group-item accounting-clickable accounting-account-selector-{{ debit_credit }}-option {% if account.is_in_use %} accounting-account-in-use {% endif %} {% if account.is_need_offset %} accounting-account-is-need-offset {% endif %}" data-code="{{ account.code }}" data-content="{{ account }}" data-query-values="{{ account.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-line-item-editor-modal">
+            <li id="accounting-account-selector-{{ debit_credit }}-option-{{ account.code }}" class="list-group-item accounting-clickable accounting-account-selector-{{ debit_credit }}-option {% if account.is_in_use %} accounting-account-in-use {% endif %} {% if account.is_need_offset %} accounting-account-is-need-offset {% endif %}" data-code="{{ account.code }}" data-text="{{ account }}" data-query-values="{{ account.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-line-item-editor-modal">
               {{ account }}
             </li>
           {% endfor %}

src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html

@@ -158,7 +158,7 @@ First written: 2023/2/28
           <div id="accounting-description-editor-{{ description_editor.debit_credit }}-recurring-page" class="d-none" aria-current="false" aria-labelledby="accounting-description-editor-{{ description_editor.debit_credit }}-recurring-tab">
             <div class="accounting-description-editor-buttons">
               {% for recurring in description_editor.recurring %}
-                <button class="btn btn-outline-primary accounting-description-editor-{{ description_editor.debit_credit }}-recurring-item" type="button" tabindex="-1" data-template="{{ recurring.template }}" data-accounts="{{ recurring.account_codes|tojson|forceescape }}">
+                <button class="btn btn-outline-primary accounting-description-editor-{{ description_editor.debit_credit }}-recurring-item" type="button" tabindex="-1" data-template="{{ recurring.description_template }}" data-accounts="{{ recurring.account_codes|tojson|forceescape }}">
                   {{ recurring.name }}
                 </button>
               {% endfor %}

src/accounting/templates/accounting/journal-entry/include/detail.html

@@ -26,17 +26,17 @@ First written: 2023/2/26
 {% block content %}
 
 <div class="mb-3 accounting-toolbar">
-  <a class="btn btn-primary d-none d-md-inline" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary d-none d-md-inline" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_inherit_next }}">
       <i class="fa-solid fa-pen-to-square"></i>
       {{ A_("Edit") }}
     </a>
   {% endif %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.journal-entry.order", journal_entry_date=obj.date)|accounting_append_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.journal-entry.order", journal_entry_date=obj.date)|accounting_append_next }}">
     <i class="fa-solid fa-bars-staggered"></i>
     <span class="d-none d-md-inline">{{ A_("Order") }}</span>
   </a>
@@ -58,7 +58,7 @@ First written: 2023/2/26
 
 {% if accounting_can_edit() %}
   <div class="d-md-none accounting-material-fab">
-    <a class="btn btn-primary" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary" role="button" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_inherit_next }}">
       <i class="fa-solid fa-pen-to-square"></i>
     </a>
   </div>

src/accounting/templates/accounting/journal-entry/include/form.html

@@ -32,7 +32,7 @@ First written: 2023/2/26
 
 {% block content %}
 
-<div class="mb-3 d-none d-md-block">
+<div class="mb-3 accounting-toolbar">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
     <span class="d-none d-md-inline">{{ A_("Back") }}</span>

src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html

@@ -21,7 +21,6 @@ First written: 2023/3/21
 #}
 <a class="small w-100 accounting-journal-entry-order-item" href="{{ url_for("accounting.journal-entry.detail", journal_entry=journal_entry)|accounting_append_next }}">
   <div>
-    {{ journal_entry.date|accounting_format_date }}
     {% if journal_entry.is_cash_disbursement %}
       {{ A_("Cash Disbursement") }}
     {% elif journal_entry.is_cash_receipt %}

src/accounting/templates/accounting/journal-entry/order.html

@@ -26,14 +26,14 @@ First written: 2023/2/26
   <script src="{{ url_for("accounting.static", filename="js/journal-entry-order.js") }}"></script>
 {% endblock %}
 
-{% block header %}{% block title %}{{ A_("Journal Entries on %(date)s", date=date) }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Journal Entries on %(date)s", date=date|accounting_format_date) }}{% endblock %}{% endblock %}
 
 {% block content %}
 
-<div class="mb-3 d-none d-md-block">
-  <a class="btn btn-primary" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
+<div class="mb-3 accounting-toolbar">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
 </div>
 

src/accounting/templates/accounting/journal-entry/receipt/detail.html

@@ -22,7 +22,7 @@ First written: 2023/2/26
 {% extends "accounting/journal-entry/include/detail.html" %}
 
 {% block as_trasfer %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_journal_entry_to_transfer|accounting_inherit_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_journal_entry_to_transfer|accounting_inherit_next }}">
     <i class="fa-solid fa-bars-staggered"></i>
     <span class="d-none d-md-inline">{{ A_("As Transfer") }}</span>
   </a>

src/accounting/templates/accounting/option/detail.html

@@ -0,0 +1,63 @@
+{#
+The Mia! Accounting Flask Project
+detail.html: The option detail
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/22
+#}
+{% extends "accounting/base.html" %}
+
+{% block header %}{% block title %}{{ A_("Settings") }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.option.edit")|accounting_inherit_next }}">
+    <i class="fa-solid fa-pen-to-square"></i>
+    {{ A_("Edit") }}
+  </a>
+</div>
+
+<div class="d-md-none accounting-material-fab">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.option.edit")|accounting_inherit_next }}">
+    <i class="fa-solid fa-pen-to-square"></i>
+  </a>
+</div>
+
+<div class="form-floating mb-3">
+  <input id="accounting-default-currency" class="form-control" value="{{ obj.default_currency_text }}" readonly="readonly">
+  <label class="form-label" for="accounting-default-currency">{{ A_("Default Currency") }}</label>
+</div>
+
+<div class="form-floating mb-3">
+  <input id="accounting-default-ie-account" class="form-control" value="{{ obj.default_ie_account_code_text }}" readonly="readonly">
+  <label class="form-label" for="accounting-default-ie-account">{{ A_("Default Account for the Income and Expenses Log") }}</label>
+</div>
+
+{% with expense_income = "expense",
+        label = A_("Recurring Expense"),
+        recurring_items = obj.recurring.expenses %}
+  {% include "accounting/option/include/detail-recurring-expense-income.html" %}
+{% endwith %}
+
+{% with expense_income = "income",
+        label = A_("Recurring Income"),
+        recurring_items = obj.recurring.incomes %}
+  {% include "accounting/option/include/detail-recurring-expense-income.html" %}
+{% endwith %}
+
+{% endblock %}

src/accounting/templates/accounting/option/form.html

@@ -0,0 +1,109 @@
+{#
+The Mia! Accounting Flask Project
+form.html: The option form
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/22
+#}
+{% extends "accounting/base.html" %}
+
+{% block accounting_scripts %}
+  <script src="{{ url_for("accounting.static", filename="js/drag-and-drop-reorder.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/option-form.js") }}"></script>
+{% endblock %}
+
+{% block header %}{% block title %}{{ A_("Settings") }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.option.detail")|accounting_inherit_next }}">
+    <i class="fa-solid fa-circle-chevron-left"></i>
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
+  </a>
+</div>
+
+<form id="accounting-form" action="{{ url_for("accounting.option.update") }}" method="post" data-recurring-item-template="{{ form.recurring.item_template }}">
+  {{ form.csrf_token }}
+  {% if request.args.next %}
+    <input type="hidden" name="next" value="{{ request.args.next }}">
+  {% endif %}
+  <div class="form-floating mb-3">
+    <select id="accounting-default-currency" class="form-select {% if form.default_currency_code.errors %} is-invalid {% endif %}" name="default_currency_code">
+      {% for currency in accounting_currency_options() %}
+        <option value="{{ currency.code }}" {% if currency.code == form.default_currency_code.data %} selected="selected" {% endif %}>{{ currency }}</option>
+      {% endfor %}
+    </select>
+    <label class="form-label" for="accounting-default-currency">{{ A_("Default Currency") }}</label>
+    <div id="accounting-default-currency-error" class="invalid-feedback">{% if form.default_currency_code.errors %}{{ form.default_currency_code.errors[0] }}{% endif %}</div>
+  </div>
+
+  <div class="form-floating mb-3">
+    <select id="accounting-default-ie-account" class="form-select {% if form.default_ie_account_code.errors %} is-invalid {% endif %}" name="default_ie_account_code">
+      {% for account in form.current_accounts %}
+        <option value="{{ account.code }}" {% if account.code == form.default_ie_account_code.data %} selected="selected" {% endif %}>{{ account }}</option>
+      {% endfor %}
+    </select>
+    <label class="form-label" for="accounting-default-ie-account">{{ A_("Default Account for the Income and Expenses Log") }}</label>
+    <div id="accounting-default-ie-account-error" class="invalid-feedback">{% if form.default_ie_account_code.errors %}{{ form.default_ie_account_code.errors[0] }}{% endif %}</div>
+  </div>
+
+  {% with expense_income = "expense",
+          label = A_("Recurring Expense"),
+          recurring_items = form.recurring.expenses %}
+    {% include "accounting/option/include/form-recurring-expense-income.html" %}
+  {% endwith %}
+
+  {% with expense_income = "income",
+          label = A_("Recurring Income"),
+          recurring_items = form.recurring.incomes %}
+    {% include "accounting/option/include/form-recurring-expense-income.html" %}
+  {% endwith %}
+
+  <div class="d-none d-md-block">
+    <button class="btn btn-primary" type="submit">
+      <i class="fa-solid fa-floppy-disk"></i>
+      {{ A_("Save") }}
+    </button>
+  </div>
+
+  <div class="d-md-none accounting-material-fab">
+    <button class="btn btn-primary" type="submit">
+      <i class="fa-solid fa-floppy-disk"></i>
+    </button>
+  </div>
+</form>
+
+{% with expense_income = "expense",
+        title = A_("Recurring Expense") %}
+  {% include "accounting/option/include/recurring-item-editor-modal.html" %}
+{% endwith %}
+{% with expense_income = "income",
+        title = A_("Recurring Income") %}
+  {% include "accounting/option/include/recurring-item-editor-modal.html" %}
+{% endwith %}
+
+{% with expense_income = "expense",
+        accounts = form.recurring.expense_accounts %}
+  {% include "accounting/option/include/recurring-account-selector-modal.html" %}
+{% endwith %}
+{% with expense_income = "income",
+        accounts = form.recurring.income_accounts %}
+  {% include "accounting/option/include/recurring-account-selector-modal.html" %}
+{% endwith %}
+
+{% endblock %}

src/accounting/templates/accounting/option/include/detail-recurring-expense-income.html

@@ -0,0 +1,31 @@
+{#
+The Mia! Accounting Flask Project
+detail-recurring-expense-income.html: The recurring expense or income in the option detail
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/22
+#}
+<div id="accounting-recurring-{{ expense_income }}" class="form-control mb-3 accounting-material-text-field {% if recurring_items %} accounting-not-empty {% endif %}">
+  <label class="form-label" for="accounting-recurring-{{ expense_income }}">{{ label }}</label>
+  {% if recurring_items %}
+    <ul class="list-group mb-2 mt-2">
+      {% for item in recurring_items %}
+        {% include "accounting/option/include/detail-recurring-item.html" %}
+      {% endfor %}
+    </ul>
+  {% endif %}
+</div>

src/accounting/templates/accounting/option/include/detail-recurring-item.html

@@ -0,0 +1,28 @@
+{#
+The Mia! Accounting Flask Project
+detail-recurring-item.html: The recurring item in the option detail
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/22
+#}
+{# <ul> For SonarQube not to complain about incorrect HTML #}
+<li class="list-group-item list-group-item-action">
+  <div class="small">{{ item.account_text }}</div>
+  <div>{{ item.name }}</div>
+  <div class="small">{{ item.description_template }}</div>
+</li>
+{# </ul> For SonarQube not to complain about incorrect HTML #}

src/accounting/templates/accounting/option/include/form-recurring-expense-income.html

@@ -0,0 +1,41 @@
+{#
+The Mia! Accounting Flask Project
+form-recurring-expense-income.html: The recurring expense or income sub-form in the option form
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/22
+#}
+<div id="accounting-recurring-{{ expense_income }}" class="form-control mb-3 accounting-material-text-field {% if recurring_items %} accounting-not-empty {% else %} accounting-clickable {% endif %}">
+  <label class="form-label" for="accounting-recurring-{{ expense_income }}">{{ label }}</label>
+  <div id="accounting-recurring-{{ expense_income }}-content" class="{% if not recurring_items %} d-none {% endif %}">
+    <ul id="accounting-recurring-{{ expense_income }}-list" class="list-group mb-2 mt-2">
+      {% for recurring_item in recurring_items %}
+        {% with form = recurring_item.form,
+                item_index = loop.index %}
+          {% include "accounting/option/include/form-recurring-item.html" %}
+        {% endwith %}
+      {% endfor %}
+    </ul>
+
+    <div>
+      <button id="accounting-recurring-{{ expense_income }}-add" class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-recurring-item-editor-{{ expense_income }}-modal">
+        <i class="fas fa-plus"></i>
+        {{ A_("New") }}
+      </button>
+    </div>
+  </div>
+</div>

src/accounting/templates/accounting/option/include/form-recurring-item.html

@@ -0,0 +1,45 @@
+{#
+The Mia! Accounting Flask Project
+form-recurring-item.html: The recurring item sub-form in the option form
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/22
+#}
+{# <ul> For SonarQube not to complain about incorrect HTML #}
+<li id="accounting-recurring-{{ expense_income }}-{{ item_index }}" class="list-group-item list-group-item-action accounting-recurring-{{ expense_income }}-item" data-item-index="{{ item_index }}">
+  <input id="accounting-recurring-{{ expense_income }}-{{ item_index }}-no" type="hidden" name="recurring-{{ expense_income }}-{{ item_index }}-no" value="{{ item_index }}">
+  <input id="accounting-recurring-{{ expense_income }}-{{ item_index }}-name" type="hidden" name="recurring-{{ expense_income }}-{{ item_index }}-name" value="{{ form.name.data|accounting_default }}">
+  <input id="accounting-recurring-{{ expense_income }}-{{ item_index }}-account-code" type="hidden" name="recurring-{{ expense_income }}-{{ item_index }}-account_code" value="{{ form.account_code.data|accounting_default }}" data-text="{{ form.account_text|accounting_default }}">
+  <input id="accounting-recurring-{{ expense_income }}-{{ item_index }}-description-template" type="hidden" name="recurring-{{ expense_income }}-{{ item_index }}-description_template" value="{{ form.description_template.data|accounting_default }}">
+  <div class="d-flex justify-content-between">
+    <div class="w-100">
+      <div id="accounting-recurring-{{ expense_income }}-{{ item_index }}-control" class="form-control accounting-clickable {% if form.all_errors %} is-invalid {% endif %}" data-bs-toggle="modal" data-bs-target="#accounting-recurring-item-editor-{{ expense_income }}-modal">
+        <div id="accounting-recurring-{{ expense_income }}-{{ item_index }}-account-text" class="small">{{ form.account_text|accounting_default }}</div>
+        <div id="accounting-recurring-{{ expense_income }}-{{ item_index }}-name-text">{{ form.name.data|accounting_default }}</div>
+        <div id="accounting-recurring-{{ expense_income }}-{{ item_index }}-description-template-text" class="small">{{ form.description_template.data|accounting_default }}</div>
+      </div>
+      <div id="accounting-recurring-{{ expense_income }}-{{ item_index }}-error" class="invalid-feedback">{% if form.all_errors %}{{ form.all_errors[0] }}{% endif %}</div>
+    </div>
+
+    <div class="ms-2">
+      <button id="accounting-recurring-{{ expense_income }}-{{ item_index }}-delete" class="btn btn-danger rounded-circle" type="button">
+        <i class="fas fa-minus"></i>
+      </button>
+    </div>
+  </div>
+</li>
+{# </ul> For SonarQube not to complain about incorrect HTML #}

src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html

@@ -0,0 +1,53 @@
+{#
+The Mia! Accounting Flask Project
+recurring-account-selector-modal.html: The modal of the account selector for the recurring item editor
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/22
+#}
+<div id="accounting-recurring-accounting-selector-{{ expense_income }}-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-recurring-accounting-selector-{{ expense_income }}-modal-label" aria-hidden="true">
+  <div class="modal-dialog">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h1 class="modal-title fs-5" id="accounting-recurring-accounting-selector-{{ expense_income }}-modal-label">{{ A_("Select Account") }}</h1>
+        <button type="button" class="btn-close" data-bs-toggle="modal" data-bs-target="#accounting-recurring-item-editor-{{ expense_income }}-modal" aria-label="{{ A_("Close") }}"></button>
+      </div>
+      <div class="modal-body">
+        <div class="input-group mb-2">
+          <input id="accounting-recurring-accounting-selector-{{ expense_income }}-query" class="form-control form-control-sm" type="search" placeholder=" " required="required">
+          <label class="input-group-text" for="accounting-recurring-accounting-selector-{{ expense_income }}-query">
+            <i class="fa-solid fa-magnifying-glass"></i>
+            {{ A_("Search") }}
+          </label>
+        </div>
+
+        <ul id="accounting-recurring-accounting-selector-{{ expense_income }}-option-list" class="list-group accounting-selector-list">
+          {% for account in accounts %}
+            <li id="accounting-recurring-accounting-selector-{{ expense_income }}-option-{{ account.code }}" class="list-group-item accounting-clickable accounting-recurring-accounting-selector-{{ expense_income }}-option" data-code="{{ account.code }}" data-text="{{ account }}" data-query-values="{{ account.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-recurring-item-editor-{{ expense_income }}-modal">
+              {{ account }}
+            </li>
+          {% endfor %}
+        </ul>
+        <p id="accounting-recurring-accounting-selector-{{ expense_income }}-option-no-result" class="d-none">{{ A_("There is no data.") }}</p>
+      </div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary" data-bs-toggle="modal" data-bs-target="#accounting-recurring-item-editor-{{ expense_income }}-modal">{{ A_("Cancel") }}</button>
+        <button id="accounting-recurring-accounting-selector-{{ expense_income }}-clear" type="button" class="btn btn-danger" data-bs-toggle="modal" data-bs-target="#accounting-recurring-item-editor-{{ expense_income }}-modal">{{ A_("Clear") }}</button>
+      </div>
+    </div>
+  </div>
+</div>

src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html

@@ -0,0 +1,71 @@
+{#
+The Mia! Accounting Flask Project
+recurring-item-editor-modal.html: The modal of the recurring item editor
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/22
+#}
+<form id="accounting-recurring-item-editor-{{ expense_income }}">
+  <div id="accounting-recurring-item-editor-{{ expense_income }}-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-recurring-item-editor-{{ expense_income }}-modal-label" aria-hidden="true">
+    <div class="modal-dialog">
+      <div class="modal-content">
+        <div class="modal-header">
+          <h1 class="modal-title fs-5" id="accounting-recurring-item-editor-{{ expense_income }}-modal-label">{{ title }}</h1>
+          <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="{{ A_("Close") }}"></button>
+        </div>
+        <div class="modal-body">
+          <div class="form-floating mb-3">
+            <input id="accounting-recurring-item-editor-{{ expense_income }}-name" class="form-control" type="text" value="" placeholder=" " required="required">
+            <label for="accounting-recurring-item-editor-{{ expense_income }}-name">{{ A_("Name") }}</label>
+            <div id="accounting-recurring-item-editor-{{ expense_income }}-name-error" class="invalid-feedback"></div>
+          </div>
+
+          <div class="mb-3">
+            <div id="accounting-recurring-item-editor-{{ expense_income }}-account-control" class="form-control accounting-clickable accounting-material-text-field" data-bs-toggle="modal" data-bs-target="#accounting-recurring-accounting-selector-{{ expense_income }}-modal">
+              <label class="form-label" for="accounting-recurring-item-editor-{{ expense_income }}-account">{{ A_("Account") }}</label>
+              <div id="accounting-recurring-item-editor-{{ expense_income }}-account"></div>
+            </div>
+            <div id="accounting-recurring-item-editor-{{ expense_income }}-account-error" class="invalid-feedback"></div>
+          </div>
+
+          <div class="form-floating mb-3">
+            <input id="accounting-recurring-item-editor-{{ expense_income }}-description-template" class="form-control" type="text" value="" placeholder=" " required="required">
+            <label for="accounting-recurring-item-editor-{{ expense_income }}-description-template">{{ A_("Description Template") }}</label>
+            <div id="accounting-recurring-item-editor-{{ expense_income }}-description-template-error" class="invalid-feedback"></div>
+          </div>
+
+          <div class="mb-3 border-top accounting-recurring-description-template-illustration">
+            <p>{{ A_("Available template variables:") }}</p>
+            <ul>
+              <li><code>{this_month_number}</code>: {{ A_("This month, as a number.") }}</li>
+              <li><code>{this_month_name}</code>: {{ A_("This month, in its name.") }}</li>
+              <li><code>{last_month_number}</code>: {{ A_("Last month, as a number.") }}</li>
+              <li><code>{last_month_name}</code>: {{ A_("Last month, in its name.") }}</li>
+              <li><code>{last_bimonthly_number}</code>: {{ A_("The previous bimonthly period, as numbers.") }}</li>
+              <li><code>{last_bimonthly_name}</code>: {{ A_("The previous bimonthly period, as their names.") }}</li>
+            </ul>
+            <p>{{ A_("Example:") }} <code>{{ A_("Water bill for {last_bimonthly_name}") }}</code></p>
+          </div>
+        </div>
+        <div class="modal-footer">
+          <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">{{ A_("Cancel") }}</button>
+          <button type="submit" class="btn btn-primary">{{ A_("Save") }}</button>
+        </div>
+      </div>
+    </div>
+  </div>
+</form>

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

@@ -22,13 +22,13 @@ First written: 2023/2/25
 {% if accounting_can_edit() %}
   <div id="accounting-material-fab-speed-dial" class="d-md-none accounting-material-fab">
     <div id="accounting-material-fab-speed-dial-actions" class="d-md-none accounting-material-fab-speed-dial-group">
-      <a class="btn rounded-pill" href="{{ url_for("accounting.journal-entry.create", journal_entry_type=report.journal_entry_types.CASH_DISBURSEMENT)|accounting_append_next }}">
+      <a class="btn rounded-pill" role="button" href="{{ url_for("accounting.journal-entry.create", journal_entry_type=report.journal_entry_types.CASH_DISBURSEMENT)|accounting_append_next }}">
         {{ A_("Cash Disbursement") }}
       </a>
-      <a class="btn rounded-pill" href="{{ url_for("accounting.journal-entry.create", journal_entry_type=report.journal_entry_types.CASH_RECEIPT)|accounting_append_next }}">
+      <a class="btn rounded-pill" role="button" href="{{ url_for("accounting.journal-entry.create", journal_entry_type=report.journal_entry_types.CASH_RECEIPT)|accounting_append_next }}">
         {{ A_("Cash Receipt") }}
       </a>
-      <a class="btn rounded-pill" href="{{ url_for("accounting.journal-entry.create", journal_entry_type=report.journal_entry_types.TRANSFER)|accounting_append_next }}">
+      <a class="btn rounded-pill" role="button" href="{{ url_for("accounting.journal-entry.create", journal_entry_type=report.journal_entry_types.TRANSFER)|accounting_append_next }}">
         {{ A_("Transfer") }}
       </a>
     </div>

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

@@ -8,8 +8,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Mia! Accounting Flask 0.0.0\n"
 "Report-Msgid-Bugs-To: imacat@mail.imacat.idv.tw\n"
-"POT-Creation-Date: 2023-03-22 01:47+0800\n"
-"PO-Revision-Date: 2023-03-22 01:47+0800\n"
+"POT-Creation-Date: 2023-03-23 00:45+0800\n"
+"PO-Revision-Date: 2023-03-23 00:46+0800\n"
 "Last-Translator: imacat <imacat@mail.imacat.idv.tw>\n"
 "Language: zh_Hant\n"
 "Language-Team: zh_Hant <imacat@mail.imacat.idv.tw>\n"
@@ -19,22 +19,38 @@ msgstr ""
 "Content-Transfer-Encoding: 8bit\n"
 "Generated-By: Babel 2.12.1\n"
 
-#: src/accounting/models.py:559
+#: src/accounting/forms.py:33
+#: src/accounting/static/js/journal-entry-form.js:980
+#: src/accounting/static/js/journal-entry-line-item-editor.js:430
+#: src/accounting/static/js/option-form.js:530
+#: src/accounting/static/js/option-form.js:796
+msgid "Please select the account."
+msgstr "請選擇科目。"
+
+#: src/accounting/forms.py:44
+msgid "The currency does not exist."
+msgstr "沒有這個貨幣。"
+
+#: src/accounting/forms.py:55 src/accounting/option/forms.py:42
+msgid "The account does not exist."
+msgstr "沒有這個科目。"
+
+#: src/accounting/models.py:563
 #, python-format
 msgid "Cash Disbursement Journal Entry#%(id)s"
 msgstr "現金支出傳票#%(id)s"
 
-#: src/accounting/models.py:562
+#: src/accounting/models.py:566
 #, python-format
 msgid "Cash Receipt Journal Entry#%(id)s"
 msgstr "現金收入傳票#%(id)s"
 
-#: src/accounting/models.py:563
+#: src/accounting/models.py:567
 #, python-format
 msgid "Transfer Journal Entry#%(id)s"
 msgstr "轉帳傳票#%(id)s"
 
-#: src/accounting/models.py:696
+#: src/accounting/models.py:700
 #, python-format
 msgid "%(date)s %(description)s %(amount)s"
 msgstr "%(date)s %(description)s %(amount)s"
@@ -141,8 +157,11 @@ msgstr "代碼限為三個大寫英文字母。"
 msgid "This code is not available."
 msgstr "不能用這個代碼。"
 
-#: src/accounting/currency/forms.py:62
+#: src/accounting/currency/forms.py:62 src/accounting/option/forms.py:124
+#: src/accounting/option/forms.py:148
 #: src/accounting/static/js/currency-form.js:153
+#: src/accounting/static/js/option-form.js:525
+#: src/accounting/static/js/option-form.js:780
 msgid "Please fill in the name."
 msgstr "請填上名稱。"
 
@@ -186,28 +205,24 @@ msgstr "傳票不可刪除。"
 msgid "The journal entry is deleted successfully."
 msgstr "傳票刪掉了"
 
-#: src/accounting/journal_entry/forms/currency.py:38
+#: src/accounting/journal_entry/forms/currency.py:40
 msgid "Please select the currency."
 msgstr "請選擇貨幣。"
 
-#: src/accounting/journal_entry/forms/currency.py:49
-msgid "The currency does not exist."
-msgstr "沒有這個貨幣。"
-
-#: src/accounting/journal_entry/forms/currency.py:72
+#: src/accounting/journal_entry/forms/currency.py:63
 msgid "The currency must be the same as the original line item."
 msgstr "貨幣需和原始分錄相同。"
 
-#: src/accounting/journal_entry/forms/currency.py:99
+#: src/accounting/journal_entry/forms/currency.py:90
 msgid "The currency must not be changed when there is offset."
 msgstr "抵銷過不可變更貨幣。"
 
-#: src/accounting/journal_entry/forms/currency.py:108
+#: src/accounting/journal_entry/forms/currency.py:99
 #: src/accounting/static/js/journal-entry-form.js:729
 msgid "Please add some line items."
 msgstr "請加上分錄。"
 
-#: src/accounting/journal_entry/forms/currency.py:121
+#: src/accounting/journal_entry/forms/currency.py:112
 #: src/accounting/static/js/journal-entry-form.js:516
 msgid "The totals of the debit and credit amounts do not match."
 msgstr "借方貸方合計不符。 "
@@ -236,62 +251,44 @@ msgstr "請加上貨幣。"
 msgid "Line items with offset cannot be deleted."
 msgstr "無法刪除抵銷過的分錄。"
 
-#: src/accounting/journal_entry/forms/line_item.py:41
-#: src/accounting/static/js/journal-entry-form.js:980
-#: src/accounting/static/js/journal-entry-line-item-editor.js:430
-msgid "Please select the account."
-msgstr "請選擇科目。"
-
-#: src/accounting/journal_entry/forms/line_item.py:52
+#: src/accounting/journal_entry/forms/line_item.py:49
 msgid "The original line item does not exist."
 msgstr "沒有這筆原始分錄。"
 
-#: src/accounting/journal_entry/forms/line_item.py:73
+#: src/accounting/journal_entry/forms/line_item.py:70
 msgid "The original line item is on the same debit or credit."
 msgstr "原始分錄在借貸同一邊。"
 
-#: src/accounting/journal_entry/forms/line_item.py:88
+#: src/accounting/journal_entry/forms/line_item.py:85
 msgid "The original line item does not need offset."
 msgstr "這筆原始分錄不需抵銷。"
 
-#: src/accounting/journal_entry/forms/line_item.py:104
+#: src/accounting/journal_entry/forms/line_item.py:101
 msgid "The original line item cannot be an offset item."
 msgstr "原始分錄不可以是抵銷分錄。"
 
-#: src/accounting/journal_entry/forms/line_item.py:115
-msgid "The account does not exist."
-msgstr "沒有這個科目。"
-
-#: src/accounting/journal_entry/forms/line_item.py:129
-msgid "This account is not for debit line items."
-msgstr "科目不是借方科目。"
-
-#: src/accounting/journal_entry/forms/line_item.py:143
-msgid "This account is not for credit line items."
-msgstr "科目不是貸方科目。"
-
-#: src/accounting/journal_entry/forms/line_item.py:161
+#: src/accounting/journal_entry/forms/line_item.py:119
 msgid "The account must be the same as the original line item."
 msgstr "科目需和原始分錄相同。"
 
-#: src/accounting/journal_entry/forms/line_item.py:179
+#: src/accounting/journal_entry/forms/line_item.py:137
 msgid "The account must not be changed when there is offset."
 msgstr "抵銷過不可變更科目。"
 
-#: src/accounting/journal_entry/forms/line_item.py:195
+#: src/accounting/journal_entry/forms/line_item.py:153
 msgid "A payable line item cannot start from debit."
 msgstr "不可由借方新建應付款。"
 
-#: src/accounting/journal_entry/forms/line_item.py:211
+#: src/accounting/journal_entry/forms/line_item.py:169
 msgid "A receivable line item cannot start from credit."
 msgstr "不可由貸方新建應收款。"
 
-#: src/accounting/journal_entry/forms/line_item.py:222
+#: src/accounting/journal_entry/forms/line_item.py:180
 #: src/accounting/static/js/journal-entry-line-item-editor.js:455
 msgid "Please fill in a positive amount."
 msgstr "金額請填正數。"
 
-#: src/accounting/journal_entry/forms/line_item.py:264
+#: src/accounting/journal_entry/forms/line_item.py:222
 #: src/accounting/static/js/journal-entry-line-item-editor.js:461
 #, python-format
 msgid ""
@@ -299,12 +296,64 @@ msgid ""
 "line item."
 msgstr "金額不可超過原始分錄凈額 %(balance)s 。"
 
-#: src/accounting/journal_entry/forms/line_item.py:285
+#: src/accounting/journal_entry/forms/line_item.py:243
 #: src/accounting/static/js/journal-entry-line-item-editor.js:469
 #, python-format
 msgid "The amount must not be less than the offset total %(total)s."
 msgstr "金額不可低於抵銷總額 %(total)s 。"
 
+#: src/accounting/journal_entry/forms/line_item.py:416
+msgid "This account is not for debit line items."
+msgstr "科目不是借方科目。"
+
+#: src/accounting/journal_entry/forms/line_item.py:468
+msgid "This account is not for credit line items."
+msgstr "科目不是貸方科目。"
+
+#: src/accounting/option/forms.py:53
+msgid "This is not a current account."
+msgstr "這不是流動科目。"
+
+#: src/accounting/option/forms.py:66
+msgid "You cannot select a payable account as expense."
+msgstr "支出不能選應付科目。"
+
+#: src/accounting/option/forms.py:79
+msgid "You cannot select a receivable account as income."
+msgstr "收入不能選應收科目。"
+
+#: src/accounting/option/forms.py:131
+msgid "This account is not for expense."
+msgstr "科目不是支出科目。"
+
+#: src/accounting/option/forms.py:137 src/accounting/option/forms.py:161
+#: src/accounting/static/js/option-form.js:535
+#: src/accounting/static/js/option-form.js:813
+msgid "Please fill in the description template."
+msgstr "請填上摘要範本。"
+
+#: src/accounting/option/forms.py:155
+msgid "This account is not for income."
+msgstr "科目不是收入科目。"
+
+#: src/accounting/option/forms.py:238
+#: src/accounting/static/js/option-form.js:136
+msgid "Please select the default currency."
+msgstr "請選擇預設貨幣。"
+
+#: src/accounting/option/forms.py:244
+#: src/accounting/static/js/option-form.js:152
+msgid "Please select the default account for the income and expenses log."
+msgstr "請選擇收支帳的預設科目。"
+
+#: src/accounting/option/views.py:79
+msgid "The settings were not modified."
+msgstr "設定未異動。"
+
+#: src/accounting/option/views.py:82
+msgid "The settings are saved successfully."
+msgstr "設定存好了。"
+
 #: src/accounting/report/period/description.py:33
 msgid "for all time"
 msgstr "全部"
@@ -363,8 +412,8 @@ msgstr "全部"
 #: src/accounting/report/reports/balance_sheet.py:426
 #: src/accounting/report/reports/balance_sheet.py:438
 #: src/accounting/report/reports/balance_sheet.py:440
-#: src/accounting/report/reports/income_expenses.py:192
-#: src/accounting/report/reports/income_expenses.py:429
+#: src/accounting/report/reports/income_expenses.py:189
+#: src/accounting/report/reports/income_expenses.py:423
 #: src/accounting/report/reports/income_statement.py:299
 #: src/accounting/report/reports/ledger.py:171
 #: src/accounting/report/reports/ledger.py:380
@@ -392,7 +441,7 @@ msgstr "合計"
 msgid "Brought forward"
 msgstr "前期轉入"
 
-#: src/accounting/report/reports/income_expenses.py:413
+#: src/accounting/report/reports/income_expenses.py:407
 #: src/accounting/report/reports/journal.py:155
 #: src/accounting/report/reports/ledger.py:366
 #: src/accounting/templates/accounting/journal-entry/include/form.html:50
@@ -404,10 +453,11 @@ msgstr "前期轉入"
 msgid "Date"
 msgstr "日期"
 
-#: src/accounting/report/reports/income_expenses.py:413
+#: src/accounting/report/reports/income_expenses.py:407
 #: src/accounting/report/reports/journal.py:156
 #: src/accounting/report/reports/trial_balance.py:224
 #: src/accounting/templates/accounting/journal-entry/include/journal-entry-line-item-editor-modal.html:57
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:39
 #: src/accounting/templates/accounting/report/include/toolbar-buttons.html:90
 #: src/accounting/templates/accounting/report/income-expenses.html:56
 #: src/accounting/templates/accounting/report/journal.html:55
@@ -416,7 +466,7 @@ msgstr "日期"
 msgid "Account"
 msgstr "科目"
 
-#: src/accounting/report/reports/income_expenses.py:414
+#: src/accounting/report/reports/income_expenses.py:408
 #: src/accounting/report/reports/journal.py:156
 #: src/accounting/report/reports/ledger.py:366
 #: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:28
@@ -428,24 +478,24 @@ msgstr "科目"
 msgid "Description"
 msgstr "摘要"
 
-#: src/accounting/report/reports/income_expenses.py:414
+#: src/accounting/report/reports/income_expenses.py:408
 #: src/accounting/templates/accounting/report/income-expenses.html:58
 msgid "Income"
 msgstr "收入"
 
-#: src/accounting/report/reports/income_expenses.py:415
+#: src/accounting/report/reports/income_expenses.py:409
 #: src/accounting/templates/accounting/report/income-expenses.html:59
 msgid "Expense"
 msgstr "支出"
 
-#: src/accounting/report/reports/income_expenses.py:415
+#: src/accounting/report/reports/income_expenses.py:409
 #: src/accounting/report/reports/ledger.py:368
 #: src/accounting/templates/accounting/report/income-expenses.html:60
 #: src/accounting/templates/accounting/report/ledger.html:60
 msgid "Balance"
 msgstr "餘額"
 
-#: src/accounting/report/reports/income_expenses.py:416
+#: src/accounting/report/reports/income_expenses.py:410
 #: src/accounting/report/reports/journal.py:158
 #: src/accounting/report/reports/ledger.py:368
 #: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:178
@@ -515,10 +565,6 @@ msgstr "借方"
 msgid "Credit"
 msgstr "貸方"
 
-#: src/accounting/report/utils/ie_account.py:64
-msgid "current assets and liabilities"
-msgstr "流動資產與負債"
-
 #: src/accounting/report/utils/report_chooser.py:81
 #: src/accounting/templates/accounting/account/include/form.html:98
 #: src/accounting/templates/accounting/account/list.html:40
@@ -526,6 +572,7 @@ msgstr "流動資產與負債"
 #: src/accounting/templates/accounting/currency/list.html:40
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:34
 #: src/accounting/templates/accounting/journal-entry/include/original-line-item-selector-modal.html:34
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:34
 #: src/accounting/templates/accounting/report/include/search-modal.html:27
 #: src/accounting/templates/accounting/report/include/search-modal.html:33
 #: src/accounting/templates/accounting/report/include/search-modal.html:38
@@ -678,12 +725,14 @@ msgstr "新增科目"
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:31
 #: src/accounting/templates/accounting/journal-entry/include/form.html:38
 #: src/accounting/templates/accounting/journal-entry/order.html:36
+#: src/accounting/templates/accounting/option/form.html:36
 msgid "Back"
 msgstr "回上頁"
 
 #: src/accounting/templates/accounting/account/detail.html:36
 #: src/accounting/templates/accounting/currency/detail.html:36
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:36
+#: src/accounting/templates/accounting/option/detail.html:31
 msgid "Edit"
 msgstr "編輯"
 
@@ -713,6 +762,8 @@ msgstr "確認刪除科目"
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:78
 #: src/accounting/templates/accounting/journal-entry/include/journal-entry-line-item-editor-modal.html:28
 #: src/accounting/templates/accounting/journal-entry/include/original-line-item-selector-modal.html:27
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:27
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:28
 #: src/accounting/templates/accounting/report/include/period-chooser.html:27
 #: src/accounting/templates/accounting/report/include/search-modal.html:28
 msgid "Close"
@@ -729,6 +780,8 @@ msgstr "你確定要刪掉這個科目嗎？"
 #: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:193
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:84
 #: src/accounting/templates/accounting/journal-entry/include/journal-entry-line-item-editor-modal.html:70
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:48
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:65
 #: src/accounting/templates/accounting/report/include/search-modal.html:37
 msgid "Cancel"
 msgstr "取消"
@@ -773,6 +826,7 @@ msgstr "科目管理"
 #: src/accounting/templates/accounting/currency/list.html:32
 #: src/accounting/templates/accounting/journal-entry/include/form-debit-credit.html:44
 #: src/accounting/templates/accounting/journal-entry/include/form.html:64
+#: src/accounting/templates/accounting/option/include/form-recurring-expense-income.html:37
 #: src/accounting/templates/accounting/report/include/toolbar-buttons.html:26
 msgid "New"
 msgstr "新增"
@@ -785,6 +839,7 @@ msgstr "新增"
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:46
 #: src/accounting/templates/accounting/journal-entry/include/original-line-item-selector-modal.html:51
 #: src/accounting/templates/accounting/journal-entry/order.html:82
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:45
 #: src/accounting/templates/accounting/report/balance-sheet.html:110
 #: src/accounting/templates/accounting/report/income-expenses.html:113
 #: src/accounting/templates/accounting/report/income-statement.html:96
@@ -807,6 +862,8 @@ msgstr "%(base)s下的科目"
 #: src/accounting/templates/accounting/journal-entry/include/form.html:80
 #: src/accounting/templates/accounting/journal-entry/include/journal-entry-line-item-editor-modal.html:71
 #: src/accounting/templates/accounting/journal-entry/order.html:61
+#: src/accounting/templates/accounting/option/form.html:80
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:66
 msgid "Save"
 msgstr "儲存"
 
@@ -833,6 +890,7 @@ msgstr "選擇基本科目"
 #: src/accounting/templates/accounting/account/include/form.html:114
 #: src/accounting/templates/accounting/account/include/form.html:116
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:50
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:49
 msgid "Clear"
 msgstr "清除"
 
@@ -866,6 +924,7 @@ msgid "Code"
 msgstr "代碼"
 
 #: src/accounting/templates/accounting/currency/include/form.html:50
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:33
 msgid "Name"
 msgstr "名稱"
 
@@ -889,6 +948,12 @@ msgstr "基本科目"
 msgid "Currencies"
 msgstr "貨幣"
 
+#: src/accounting/templates/accounting/include/nav.html:58
+#: src/accounting/templates/accounting/option/detail.html:24
+#: src/accounting/templates/accounting/option/form.html:29
+msgid "Settings"
+msgstr "設定"
+
 #: src/accounting/templates/accounting/include/pagination.html:23
 msgid "Page navigation"
 msgstr "分頁瀏覽"
@@ -923,6 +988,7 @@ msgid "Editing %(journal_entry)s"
 msgstr "編輯%(journal_entry)s"
 
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:26
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:26
 msgid "Select Account"
 msgstr "選擇科目"
 
@@ -1016,19 +1082,19 @@ msgstr "分錄內容"
 msgid "Original Line Item"
 msgstr "原始分錄"
 
-#: src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html:26
+#: src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html:25
 #: src/accounting/templates/accounting/report/include/add-journal-entry-material-fab.html:26
 #: src/accounting/templates/accounting/report/include/toolbar-buttons.html:31
 msgid "Cash Disbursement"
 msgstr "現金支出"
 
-#: src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html:28
+#: src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html:27
 #: src/accounting/templates/accounting/report/include/add-journal-entry-material-fab.html:29
 #: src/accounting/templates/accounting/report/include/toolbar-buttons.html:36
 msgid "Cash Receipt"
 msgstr "現金收入"
 
-#: src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html:30
+#: src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html:29
 #: src/accounting/templates/accounting/report/include/add-journal-entry-material-fab.html:32
 #: src/accounting/templates/accounting/report/include/toolbar-buttons.html:41
 msgid "Transfer"
@@ -1046,6 +1112,68 @@ msgstr "新增現金收入傳票"
 msgid "Add a New Transfer Journal Entry"
 msgstr "新增轉帳傳票"
 
+#: src/accounting/templates/accounting/option/detail.html:43
+#: src/accounting/templates/accounting/option/form.html:51
+msgid "Default Currency"
+msgstr "預設貨幣"
+
+#: src/accounting/templates/accounting/option/detail.html:48
+#: src/accounting/templates/accounting/option/form.html:61
+msgid "Default Account for the Income and Expenses Log"
+msgstr "收支帳預設科目"
+
+#: src/accounting/templates/accounting/option/detail.html:52
+#: src/accounting/templates/accounting/option/form.html:66
+#: src/accounting/templates/accounting/option/form.html:92
+msgid "Recurring Expense"
+msgstr "常用支出"
+
+#: src/accounting/templates/accounting/option/detail.html:58
+#: src/accounting/templates/accounting/option/form.html:72
+#: src/accounting/templates/accounting/option/form.html:96
+msgid "Recurring Income"
+msgstr "常用收入"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:47
+msgid "Description Template"
+msgstr "摘要範本"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:52
+msgid "Available template variables:"
+msgstr "範本變數說明："
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:54
+msgid "This month, as a number."
+msgstr "這個月的數字。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:55
+msgid "This month, in its name."
+msgstr "這個月的名稱。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:56
+msgid "Last month, as a number."
+msgstr "上個月的數字。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:57
+msgid "Last month, in its name."
+msgstr "上個月的名稱。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:58
+msgid "The previous bimonthly period, as numbers."
+msgstr "前個雙月期的數字。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:59
+msgid "The previous bimonthly period, as their names."
+msgstr "前個雙月期的名稱。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:61
+msgid "Example:"
+msgstr "範例："
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:61
+msgid "Water bill for {last_bimonthly_name}"
+msgstr "水費{last_bimonthly_number}月"
+
 #: src/accounting/templates/accounting/report/balance-sheet.html:29
 #: src/accounting/templates/accounting/report/balance-sheet.html:49
 #, python-format
@@ -1112,6 +1240,10 @@ msgstr "期間"
 msgid "Download"
 msgstr "下載"
 
+#: src/accounting/utils/current_account.py:65
+msgid "current assets and liabilities"
+msgstr "流動資產與負債"
+
 #: src/accounting/utils/pagination.py:206
 msgctxt "Pagination|"
 msgid "Previous"

src/accounting/utils/current_account.py

@@ -1,5 +1,5 @@
 # The Mia! Accounting Flask Project.
-# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
 
 #  Copyright (c) 2023 imacat.
 #
@@ -14,28 +14,29 @@
 #  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 pseudo account for the income and expenses log.
+"""The current assets and liabilities account.
 
 """
 import typing as t
 
-from flask import current_app
-
+from accounting import db
 from accounting.locale import gettext
 from accounting.models import Account
+import sqlalchemy as sa
 
 
-class IncomeExpensesAccount:
-    """The pseudo account for the income and expenses log."""
+class CurrentAccount:
+    """A current assets and liabilities account."""
     CURRENT_AL_CODE: str = "0000-000"
-    """The account code for the current assets and liabilities."""
+    """The account code for all current assets and liabilities."""
 
     def __init__(self, account: Account | None = None):
-        """Constructs the pseudo account for the income and expenses log.
+        """Constructs the current assets and liabilities account.
 
         :param account: The actual account.
         """
         self.account: Account | None = account
+        """The actual account."""
         self.id: int = -1 if account is None else account.id
         """The ID."""
         self.code: str = "" if account is None else account.code
@@ -54,9 +55,9 @@ class IncomeExpensesAccount:
 
     @classmethod
     def current_assets_and_liabilities(cls) -> t.Self:
-        """Returns the pseudo account for current assets and liabilities.
+        """Returns the pseudo account for all current assets and liabilities.
 
-        :return: The pseudo account for current assets and liabilities.
+        :return: The pseudo account for all current assets and liabilities.
         """
         account: cls = cls()
         account.id = 0
@@ -65,22 +66,28 @@ class IncomeExpensesAccount:
         account.str = account.title
         return account
 
+    @classmethod
+    def accounts(cls) -> list[t.Self]:
+        """Returns the current assets and liabilities accounts.
 
-def default_ie_account_code() -> str:
-    """Returns the default account code for the income and expenses log.
+        :return: The current assets and liabilities accounts.
+        """
+        accounts: list[cls] = [cls.current_assets_and_liabilities()]
+        accounts.extend([CurrentAccount(x)
+                         for x in db.session.query(Account)
+                        .filter(cls.sql_condition())
+                        .order_by(Account.base_code, Account.no)])
+        return accounts
 
-    :return: The default account code for the income and expenses log.
-    """
-    return current_app.config.get("ACCOUNTING_DEFAULT_IE_ACCOUNT",
-                                  Account.CASH_CODE)
+    @classmethod
+    def sql_condition(cls) -> sa.BinaryExpression:
+        """Returns the SQL condition for the current assets and liabilities
+        accounts.
 
-
-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))
+        :return: The SQL condition for the current assets and liabilities
+            accounts.
+        """
+        return sa.or_(Account.base_code.startswith("11"),
+                      Account.base_code.startswith("12"),
+                      Account.base_code.startswith("21"),
+                      Account.base_code.startswith("22"))

src/accounting/utils/options.py

@@ -0,0 +1,225 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  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 getter and setter for the option management.
+
+"""
+import json
+
+import sqlalchemy as sa
+
+from accounting import db
+from accounting.models import Option, Account, Currency
+from accounting.utils.current_account import CurrentAccount
+from accounting.utils.user import get_current_user_pk
+
+
+class RecurringItem:
+    """A recurring item."""
+
+    def __init__(self, name: str, account_code: str,
+                 description_template: str):
+        """Constructs the recurring item.
+
+        :param name: The name.
+        :param account_code: The account code.
+        :param description_template: The description template.
+        """
+        self.name: str = name
+        self.account_code: str = account_code
+        self.description_template: str = description_template
+
+    @property
+    def account_text(self) -> str:
+        """Returns the account text.
+
+        :return: The account text.
+        """
+        return str(Account.find_by_code(self.account_code))
+
+
+class Recurring:
+    """The recurring expenses or incomes."""
+
+    def __init__(self, data: dict[str, list[tuple[str, str, str]]]):
+        """Constructs the recurring item.
+
+        :param data: The data.
+        """
+        self.expenses: list[RecurringItem] \
+            = [RecurringItem(x[0], x[1], x[2]) for x in data["expense"]]
+        self.incomes: list[RecurringItem] \
+            = [RecurringItem(x[0], x[1], x[2]) for x in data["income"]]
+
+    @property
+    def codes(self) -> set[str]:
+        """Returns all the account codes.
+
+        :return: All the account codes.
+        """
+        return {x.account_code for x in self.expenses + self.incomes}
+
+
+class Options:
+    """The options."""
+
+    def __init__(self):
+        """Constructs the options."""
+        self.is_modified: bool = False
+        """Whether the options were modified."""
+
+    @property
+    def default_currency_code(self) -> str:
+        """Returns the default currency code.
+
+        :return: The default currency code.
+        """
+        return self.__get_option("default_currency_code", "USD")
+
+    @default_currency_code.setter
+    def default_currency_code(self, value: str) -> None:
+        """Sets the default currency code.
+
+        :param value: The default currency code.
+        :return: None.
+        """
+        self.__set_option("default_currency_code", value)
+
+    @property
+    def default_currency_text(self) -> str:
+        """Returns the text of the default currency code.
+
+        :return: The text of the default currency code.
+        """
+        return str(db.session.get(Currency, self.default_currency_code))
+
+    @property
+    def default_ie_account_code(self) -> str:
+        """Returns the default account code for the income and expenses log.
+
+        :return: The default account code for the income and expenses log.
+        """
+        return self.__get_option("default_ie_account", Account.CASH_CODE)
+
+    @default_ie_account_code.setter
+    def default_ie_account_code(self, value: str) -> None:
+        """Sets the default account code for the income and expenses log.
+
+        :param value: The default account code for the income and expenses log.
+        :return: None.
+        """
+        self.__set_option("default_ie_account", value)
+
+    @property
+    def default_ie_account_code_text(self) -> str:
+        """Returns the text of the default currency code.
+
+        :return: The text of the default currency code.
+        """
+        code: str = self.default_ie_account_code
+        if code == CurrentAccount.CURRENT_AL_CODE:
+            return str(CurrentAccount.current_assets_and_liabilities())
+        return str(CurrentAccount(Account.find_by_code(code)))
+
+    @property
+    def default_ie_account(self) -> CurrentAccount:
+        """Returns the default account code for the income and expenses log.
+
+        :return: The default account code for the income and expenses log.
+        """
+        if self.default_ie_account_code \
+                == CurrentAccount.CURRENT_AL_CODE:
+            return CurrentAccount.current_assets_and_liabilities()
+        return CurrentAccount(
+            Account.find_by_code(self.default_ie_account_code))
+
+    @property
+    def recurring_data(self) -> dict[str, list[tuple[str, str, str]]]:
+        """Returns the data of the recurring expenses and incomes.
+
+        :return: The data of the recurring expenses and incomes.
+        """
+        json_data: str | None = self.__get_option("recurring")
+        if json_data is None:
+            return {"expense": [], "income": []}
+        return json.loads(json_data)
+
+    @recurring_data.setter
+    def recurring_data(self,
+                       value: dict[str, list[tuple[str, str, str]]]) -> None:
+        """Sets the data of the recurring expenses and incomes.
+
+        :param value: The data of the recurring expenses and incomes.
+        :return: None.
+        """
+        self.__set_option("recurring", json.dumps(value, ensure_ascii=False,
+                                                  separators=(",", ":")))
+
+    @property
+    def recurring(self) -> Recurring:
+        """Returns the recurring expenses and incomes.
+
+        :return: The recurring expenses and incomes.
+        """
+        return Recurring(self.recurring_data)
+
+    @staticmethod
+    def __get_option(name: str, default: str | None = None) -> str:
+        """Returns the value of an option.
+
+        :param name: The name.
+        :param default: The default value when the value does not exist.
+        :return: The value.
+        """
+        option: Option | None = db.session.get(Option, name)
+        if option is None:
+            return default
+        return option.value
+
+    def __set_option(self, name: str, value: str) -> None:
+        """Sets the value of an option.
+
+        :param name: The name.
+        :param value: The value.
+        :return: None.
+        """
+        option: Option | None = db.session.get(Option, name)
+        if option is None:
+            current_user_pk: int = get_current_user_pk()
+            db.session.add(Option(name=name,
+                                  value=value,
+                                  created_by_id=current_user_pk,
+                                  updated_by_id=current_user_pk))
+            self.is_modified = True
+            return
+        if option.value == value:
+            return
+        option.value = value
+        option.updated_by_id = get_current_user_pk()
+        option.updated_at = sa.func.now()
+        self.is_modified = True
+
+    def commit(self) -> None:
+        """Commits the options to the database.
+
+        :return: None.
+        """
+        db.session.commit()
+        self.is_modified = False
+
+
+options: Options = Options()
+"""The options."""

src/accounting/utils/permission.py

@@ -63,10 +63,13 @@ data."""
 __can_edit_func: t.Callable[[], bool] = lambda: True
 """The callback that returns whether the current user can edit the accounting
 data."""
+__can_admin_func: t.Callable[[], bool] = lambda: True
+"""The callback that returns whether the current user can administrate the
+accounting settings."""
 
 
 def can_view() -> bool:
-    """Returns whether the current user can view the account data.
+    """Returns whether the current user can view the accounting data.
 
     :return: True if the current user can view the accounting data, or False
         otherwise.
@@ -75,7 +78,7 @@ def can_view() -> bool:
 
 
 def can_edit() -> bool:
-    """Returns whether the current user can edit the account data.
+    """Returns whether the current user can edit the accounting data.
 
     The user has to log in.
 
@@ -87,6 +90,20 @@ def can_edit() -> bool:
     return __can_edit_func()
 
 
+def can_admin() -> bool:
+    """Returns whether the current user can administrate the accounting
+    settings.
+
+    The user has to log in.
+
+    :return: True if the current user can administrate the accounting settings,
+        or False otherwise.
+    """
+    if get_current_user() is None:
+        return False
+    return __can_admin_func()
+
+
 def init_app(bp: Blueprint, user_utils: UserUtilityInterface) -> None:
     """Initializes the application.
 
@@ -94,8 +111,10 @@ def init_app(bp: Blueprint, user_utils: UserUtilityInterface) -> None:
     :param user_utils: The user utilities.
     :return: None.
     """
-    global __can_view_func, __can_edit_func
+    global __can_view_func, __can_edit_func, __can_admin_func
     __can_view_func = user_utils.can_view
     __can_edit_func = user_utils.can_edit
+    __can_admin_func = user_utils.can_admin
     bp.add_app_template_global(user_utils.can_view, "accounting_can_view")
     bp.add_app_template_global(user_utils.can_edit, "accounting_can_edit")
+    bp.add_app_template_global(user_utils.can_admin, "accounting_can_admin")

src/accounting/utils/user.py

@@ -50,6 +50,15 @@ class UserUtilityInterface(t.Generic[T], ABC):
             data, or False otherwise.
         """
 
+    @abstractmethod
+    def can_admin(self) -> bool:
+        """Returns whether the currently logged-in user can administrate the
+        accounting settings.
+
+        :return: True if the currently logged-in user can administrate the
+            accounting settings, or False otherwise.
+        """
+
     @property
     @abstractmethod
     def cls(self) -> t.Type[T]:

tests/test_journal_entry.py

@@ -309,7 +309,7 @@ class CashReceiptJournalEntryTestCase(unittest.TestCase):
             self.assertEqual(len(currencies[2].credit), 2)
             self.assertEqual(currencies[2].credit[0].no, 6)
             self.assertEqual(currencies[2].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies[2].credit[1].no, 7)
             self.assertEqual(currencies[2].credit[1].account.code,
                              Accounts.DONATION)
@@ -441,7 +441,7 @@ class CashReceiptJournalEntryTestCase(unittest.TestCase):
             self.assertNotIn(currencies1[0].credit[1].id, old_id)
             self.assertEqual(currencies1[0].credit[1].no, 2)
             self.assertEqual(currencies1[0].credit[1].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
 
             self.assertEqual(currencies1[1].code, "EUR")
             self.assertEqual(len(currencies1[1].debit), 1)
@@ -457,7 +457,7 @@ class CashReceiptJournalEntryTestCase(unittest.TestCase):
                              currencies0[2].credit[0].id)
             self.assertEqual(currencies1[1].credit[0].no, 3)
             self.assertEqual(currencies1[1].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies1[1].credit[1].id,
                              currencies0[2].credit[1].id)
             self.assertEqual(currencies1[1].credit[1].no, 4)
@@ -1562,7 +1562,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
             self.assertEqual(len(currencies[2].credit), 2)
             self.assertEqual(currencies[2].credit[0].no, 6)
             self.assertEqual(currencies[2].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies[2].credit[1].no, 7)
             self.assertEqual(currencies[2].credit[1].account.code,
                              Accounts.DONATION)
@@ -1728,7 +1728,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
             self.assertNotIn(currencies1[0].credit[1].id, old_id)
             self.assertEqual(currencies1[0].credit[1].no, 2)
             self.assertEqual(currencies1[0].credit[1].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
 
             self.assertEqual(currencies1[1].code, "EUR")
             self.assertEqual(len(currencies1[1].debit), 2)
@@ -1748,7 +1748,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
                              currencies0[2].credit[0].id)
             self.assertEqual(currencies1[1].credit[0].no, 3)
             self.assertEqual(currencies1[1].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies1[1].credit[1].id,
                              currencies0[2].credit[1].id)
             self.assertEqual(currencies1[1].credit[1].no, 4)
@@ -1914,7 +1914,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
             self.assertNotIn(currencies1[0].credit[1].id, old_id)
             self.assertEqual(currencies1[0].credit[1].no, 2)
             self.assertEqual(currencies1[0].credit[1].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
 
             self.assertEqual(currencies1[1].code, "EUR")
             self.assertEqual(len(currencies1[1].debit), 1)
@@ -1930,7 +1930,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
                              currencies0[2].credit[0].id)
             self.assertEqual(currencies1[1].credit[0].no, 3)
             self.assertEqual(currencies1[1].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies1[1].credit[1].id,
                              currencies0[2].credit[1].id)
             self.assertEqual(currencies1[1].credit[1].no, 4)

tests/test_option.py

@@ -0,0 +1,417 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The test for the options.
+
+"""
+import unittest
+from datetime import datetime, timedelta
+
+import httpx
+from click.testing import Result
+from flask import Flask
+from flask.testing import FlaskCliRunner
+
+from test_site import db
+from testlib import create_test_app, get_client
+from testlib_journal_entry import NEXT_URI, Accounts
+from testlib_offset import TestData
+
+PREFIX: str = "/accounting/options"
+"""The URL prefix for the option management."""
+DETAIL_URI: str = f"{PREFIX}?next=%2F_next"
+"""THE URI for the option detail."""
+EDIT_URI: str = f"{PREFIX}/edit?next=%2F_next"
+"""THE URI for the form to edit the options."""
+UPDATE_URI: str = f"{PREFIX}/update"
+"""THE URI to update the options."""
+
+
+class OptionTestCase(unittest.TestCase):
+    """The option test case."""
+
+    def setUp(self) -> None:
+        """Sets up the test.
+        This is run once per test.
+
+        :return: None.
+        """
+        self.app: Flask = create_test_app()
+
+        runner: FlaskCliRunner = self.app.test_cli_runner()
+        with self.app.app_context():
+            from accounting.models import BaseAccount, Option
+            result: Result
+            result = runner.invoke(args="init-db")
+            self.assertEqual(result.exit_code, 0)
+            if BaseAccount.query.first() is None:
+                result = runner.invoke(args="accounting-init-base")
+                self.assertEqual(result.exit_code, 0)
+            result = runner.invoke(args=["accounting-init-currencies",
+                                         "-u", "editor"])
+            self.assertEqual(result.exit_code, 0)
+            result = runner.invoke(args=["accounting-init-accounts",
+                                         "-u", "editor"])
+            self.assertEqual(result.exit_code, 0)
+            Option.query.delete()
+
+        self.client, self.csrf_token = get_client(self.app, "editor")
+        self.data: TestData = TestData(self.app, self.client, self.csrf_token)
+
+    def test_nobody(self) -> None:
+        """Test the permission as nobody.
+
+        :return: None.
+        """
+        client, csrf_token = get_client(self.app, "nobody")
+        response: httpx.Response
+
+        response = client.get(DETAIL_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.get(EDIT_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.post(UPDATE_URI, data=self.__get_form(csrf_token))
+        self.assertEqual(response.status_code, 403)
+
+    def test_viewer(self) -> None:
+        """Test the permission as viewer.
+
+        :return: None.
+        """
+        client, csrf_token = get_client(self.app, "viewer")
+        response: httpx.Response
+
+        response = client.get(DETAIL_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.get(EDIT_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.post(UPDATE_URI, data=self.__get_form(csrf_token))
+        self.assertEqual(response.status_code, 403)
+
+    def test_editor2(self) -> None:
+        """Test the permission as non-administrator.
+
+        :return: None.
+        """
+        client, csrf_token = get_client(self.app, "editor2")
+        response: httpx.Response
+
+        response = client.get(DETAIL_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.get(EDIT_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.post(UPDATE_URI, data=self.__get_form(csrf_token))
+        self.assertEqual(response.status_code, 403)
+
+    def test_editor(self) -> None:
+        """Test the permission as administrator.
+
+        :return: None.
+        """
+        response: httpx.Response
+
+        response = self.client.get(DETAIL_URI)
+        self.assertEqual(response.status_code, 200)
+
+        response = self.client.get(EDIT_URI)
+        self.assertEqual(response.status_code, 200)
+
+        response = self.client.post(UPDATE_URI, data=self.__get_form())
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+    def test_set(self) -> None:
+        """Test to set the options.
+
+        :return: None.
+        """
+        from accounting.utils.options import options
+        form: dict[str, str]
+        response: httpx.Response
+
+        # Empty currency code
+        form = self.__get_form()
+        form["default_currency_code"] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Non-existing currency code
+        form = self.__get_form()
+        form["default_currency_code"] = "ZZZ"
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Empty current account
+        form = self.__get_form()
+        form["default_ie_account_code"] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Non-existing current account
+        form = self.__get_form()
+        form["default_ie_account_code"] = "9999-999"
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Not a current account
+        form = self.__get_form()
+        form["default_ie_account_code"] = Accounts.MEAL
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item name empty
+        form = self.__get_form()
+        key = [x for x in form if x.endswith("-name")][0]
+        form[key] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item account empty
+        form = self.__get_form()
+        key = [x for x in form if x.endswith("-account_code")][0]
+        form[key] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item non-expense account
+        form = self.__get_form()
+        key = [x for x in form
+               if x.startswith("recurring-expense-")
+               and x.endswith("-account_code")][0]
+        form[key] = Accounts.SERVICE
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item non-income account
+        form = self.__get_form()
+        key = [x for x in form
+               if x.startswith("recurring-income-")
+               and x.endswith("-account_code")][0]
+        form[key] = Accounts.UTILITIES
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item payable expense
+        form = self.__get_form()
+        key = [x for x in form
+               if x.startswith("recurring-expense-")
+               and x.endswith("-account_code")][0]
+        form[key] = Accounts.PAYABLE
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item receivable income
+        form = self.__get_form()
+        key = [x for x in form
+               if x.startswith("recurring-income-")
+               and x.endswith("-account_code")][0]
+        form[key] = Accounts.RECEIVABLE
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item description template empty
+        form = self.__get_form()
+        key = [x for x in form if x.endswith("-description_template")][0]
+        form[key] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Success, with malformed order
+        with self.app.app_context():
+            self.assertEqual(options.default_currency_code, "USD")
+            self.assertEqual(options.default_ie_account_code, "1111-001")
+            self.assertEqual(len(options.recurring.expenses), 0)
+            self.assertEqual(len(options.recurring.incomes), 0)
+
+        response = self.client.post(UPDATE_URI, data=self.__get_form())
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            self.assertEqual(options.default_currency_code, "EUR")
+            self.assertEqual(options.default_ie_account_code, "0000-000")
+            self.assertEqual(len(options.recurring.expenses), 4)
+            self.assertEqual(options.recurring.expenses[0].account_code,
+                             Accounts.INSURANCE)
+            self.assertEqual(options.recurring.expenses[1].account_code,
+                             Accounts.POSTAGE)
+            self.assertEqual(options.recurring.expenses[2].account_code,
+                             Accounts.UTILITIES)
+            self.assertEqual(options.recurring.expenses[3].account_code,
+                             Accounts.RENT_EXPENSE)
+            self.assertEqual(len(options.recurring.incomes), 2)
+            self.assertEqual(options.recurring.incomes[0].account_code,
+                             Accounts.SERVICE)
+            self.assertEqual(options.recurring.incomes[1].account_code,
+                             Accounts.DONATION)
+
+        # Success, with no recurring data
+        form = self.__get_form()
+        form = {x: form[x] for x in form if not x.startswith("recurring-")}
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            self.assertEqual(len(options.recurring.expenses), 0)
+            self.assertEqual(len(options.recurring.incomes), 0)
+
+    def test_update_not_modified(self) -> None:
+        """Tests that the data is not modified.
+
+        :return: None.
+        """
+        from accounting.models import Option
+        form: dict[str, str]
+        option: Option | None
+        resource: httpx.Response
+
+        response = self.client.post(UPDATE_URI, data=self.__get_form())
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            timestamp: datetime = option.created_at - timedelta(seconds=5)
+            option.created_at = timestamp
+            option.updated_at = timestamp
+            db.session.commit()
+
+        # The recurring setting was not modified
+        form = self.__get_form()
+        form["default_currency_code"] = "JPY"
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            self.assertEqual(option.created_at, timestamp)
+            self.assertEqual(option.updated_at, timestamp)
+
+        # The recurring setting was modified
+        form = self.__get_form()
+        key: str = [x for x in form
+                    if x.startswith("recurring-expense-")
+                    and x.endswith("-account_code")][0]
+        form[key] = Accounts.MEAL
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            self.assertLess(option.created_at, option.updated_at)
+
+    def test_created_updated_by(self) -> None:
+        """Tests the created-by and updated-by record.
+
+        :return: None.
+        """
+        from accounting.models import Option
+        from accounting.utils.user import get_user_pk
+        editor_username, editor2_username = "editor", "editor2"
+        option: Option | None
+        response: httpx.Response
+
+        response = self.client.post(UPDATE_URI, data=self.__get_form())
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            editor2_pk: int = get_user_pk(editor2_username)
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            option.created_by_id = editor2_pk
+            option.updated_by_id = editor2_pk
+            db.session.commit()
+
+        form: dict[str, str] = self.__get_form()
+        key: str = [x for x in form
+                    if x.startswith("recurring-expense-")
+                    and x.endswith("-account_code")][0]
+        form[key] = Accounts.MEAL
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            self.assertEqual(option.created_by.username, editor2_username)
+            self.assertEqual(option.updated_by.username, editor_username)
+
+    def __get_form(self, csrf_token: str | None = None) -> dict[str, str]:
+        """Returns the option form.
+
+        :param csrf_token: The CSRF token.
+        :return: The option form.
+        """
+        if csrf_token is None:
+            csrf_token = self.csrf_token
+        return {"csrf_token": csrf_token,
+                "next": NEXT_URI,
+                "default_currency_code": "EUR",
+                "default_ie_account_code": "0000-000",
+                "recurring-expense-1-name": "Water bill",
+                "recurring-expense-1-account_code": Accounts.UTILITIES,
+                "recurring-expense-1-description_template":
+                    "Water bill for {last_bimonthly_name}",
+                "recurring-expense-3-no": "16",
+                "recurring-expense-3-name": "Phone bill",
+                "recurring-expense-3-account_code": Accounts.POSTAGE,
+                "recurring-expense-3-description_template":
+                    "Phone bill for {last_month_name}",
+                "recurring-expense-12-name": "Rent",
+                "recurring-expense-12-account_code": Accounts.RENT_EXPENSE,
+                "recurring-expense-12-description_template":
+                    "Rent for {this_month_name}",
+                "recurring-expense-26-no": "7",
+                "recurring-expense-26-name": "Insurance",
+                "recurring-expense-26-account_code": Accounts.INSURANCE,
+                "recurring-expense-26-description_template":
+                    "Insurance for {last_month_name}",
+                "recurring-income-2-no": "12",
+                "recurring-income-2-name": "Donation",
+                "recurring-income-2-account_code": Accounts.DONATION,
+                "recurring-income-2-description_template":
+                    "Donation for {this_month_name}",
+                "recurring-income-15-no": "4",
+                "recurring-income-15-name": "Payroll",
+                "recurring-income-15-account_code": Accounts.SERVICE,
+                "recurring-income-15-description_template":
+                    "Payroll for {last_month_name}"}

tests/test_site/__init__.py

@@ -50,18 +50,6 @@ def create_app(is_testing: bool = False) -> Flask:
         "SQLALCHEMY_DATABASE_URI": db_uri,
         "BABEL_DEFAULT_LOCALE": "en",
         "ALL_LINGUAS": "zh_Hant|正體中文,en|English,zh_Hans|简体中文",
-        "ACCOUNTING_DEFAULT_CURRENCY": "USD",
-        "ACCOUNTING_DEFAULT_IE_ACCOUNT": "1111-001",
-        "ACCOUNTING_RECURRING": (
-            "debit|1314-001|Pension|Pension for {last_month_name},"
-            "debit|6262-001|Health insurance"
-            "|Health insurance for {last_month_name},"
-            "debit|6261-001|Electricity bill"
-            "|Electricity bill for {last_bimonthly_name},"
-            "debit|6261-001|Water bill|Water bill for {last_bimonthly_name},"
-            "debit|6261-001|Gas bill|Gas bill for {last_bimonthly_name},"
-            "debit|6261-001|Phone bill|Phone bill for {last_month_name},"
-            "credit|4611-001|Payroll|Payroll for {last_month_name}"),
     })
     if is_testing:
         app.config["TESTING"] = True
@@ -90,6 +78,10 @@ def create_app(is_testing: bool = False) -> Flask:
             return auth.current_user() is not None \
                 and auth.current_user().username in ["editor", "editor2"]
 
+        def can_admin(self) -> bool:
+            return auth.current_user() is not None \
+                and auth.current_user().username == "editor"
+
         @property
         def cls(self) -> t.Type[auth.User]:
             return auth.User

tests/testlib_journal_entry.py

@@ -48,12 +48,16 @@ class Accounts:
     SALES: str = "4111-001"
     SERVICE: str = "4611-001"
     AGENCY: str = "4711-001"
-    OFFICE: str = "6153-001"
-    TRAVEL: str = "6154-001"
-    MEAL: str = "6172-001"
+    RENT_EXPENSE: str = "6252-001"
+    OFFICE: str = "6253-001"
+    TRAVEL: str = "6254-001"
+    POSTAGE: str = "6256-001"
+    UTILITIES: str = "6261-001"
+    INSURANCE: str = "6262-001"
+    MEAL: str = "6272-001"
     INTEREST: str = "7111-001"
     DONATION: str = "7481-001"
-    RENT: str = "7482-001"
+    RENT_INCOME: str = "7482-001"
 
 
 def get_add_form(csrf_token: str) -> dict[str, str]:
@@ -115,7 +119,7 @@ def get_add_form(csrf_token: str) -> dict[str, str]:
             "currency-16-debit-9-description": " Gas ",
             "currency-16-debit-9-amount": "30000",
             "currency-16-credit-6-no": "6",
-            "currency-16-credit-6-account_code": Accounts.RENT,
+            "currency-16-credit-6-account_code": Accounts.RENT_INCOME,
             "currency-16-credit-6-description": " Rent ",
             "currency-16-credit-6-amount": "35000",
             "currency-16-credit-9-account_code": Accounts.DONATION,
@@ -349,7 +353,7 @@ def __mess_up_currencies(form: dict[str, str]) -> dict[str, str]:
         f"{prefix}debit-14-description": "  ",
         f"{prefix}debit-14-amount": "14.55",
         f"{prefix}credit-16-no": "7",
-        f"{prefix}credit-16-account_code": Accounts.RENT,
+        f"{prefix}credit-16-account_code": Accounts.RENT_INCOME,
         f"{prefix}credit-16-description": " Bike ",
         f"{prefix}credit-16-amount": "19.5",
         f"{prefix}credit-22-no": "5",