Removed the unused tab and page classes from the templates of the summary editor.

docs/source/accounting.transaction.rst

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

docs/source/conf.py

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

setup.cfg

@@ -17,7 +17,7 @@
 
 [metadata]
 name = mia-accounting-flask
-version = 0.3.0
+version = 0.4.0
 author = imacat
 author_email = imacat@mail.imacat.idv.tw
 description = The Mia! Accounting Flask project.

src/accounting/__init__.py

@@ -58,12 +58,25 @@ def init_app(app: Flask, user_utils: AbstractUserUtils,
                               template_folder="templates",
                               static_folder="static")
 
+    from .template_filters import format_amount, format_date
+    bp.add_app_template_filter(format_amount, "accounting_format_amount")
+    bp.add_app_template_filter(format_date, "accounting_format_date")
+
+    from .template_globals import currency_options, default_currency_code
+    bp.add_app_template_global(currency_options,
+                               "accounting_currency_options")
+    bp.add_app_template_global(default_currency_code,
+                               "accounting_default_currency_code")
+
     from . import locale
     locale.init_app(app, bp)
 
     from .utils import permission
     permission.init_app(bp, can_view_func, can_edit_func)
 
+    from .utils import next_uri
+    next_uri.init_app(bp)
+
     from . import base_account
     base_account.init_app(app, bp)
 
@@ -76,7 +89,4 @@ def init_app(app: Flask, user_utils: AbstractUserUtils,
     from . import transaction
     transaction.init_app(app, bp)
 
-    from .utils import next_uri
-    next_uri.init_app(bp)
-
     app.register_blueprint(bp)

src/accounting/account/queries.py

@@ -14,7 +14,7 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The account query.
+"""The queries for the account management.
 
 """
 import sqlalchemy as sa

src/accounting/account/views.py

@@ -33,7 +33,7 @@ from accounting.utils.pagination import Pagination
 from accounting.utils.permission import can_view, has_permission, can_edit
 from accounting.utils.user import get_current_user_pk
 from .forms import AccountForm, sort_accounts_in, AccountReorderForm
-from .query import get_account_query
+from .queries import get_account_query
 
 bp: Blueprint = Blueprint("account", __name__)
 """The view blueprint for the account management."""

src/accounting/base_account/queries.py

@@ -14,7 +14,7 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The base account query.
+"""The queries for the base account management.
 
 """
 import sqlalchemy as sa

src/accounting/base_account/views.py

@@ -34,7 +34,7 @@ def list_accounts() -> str:
 
     :return: The account list.
     """
-    from .query import get_base_account_query
+    from .queries import get_base_account_query
     accounts: list[BaseAccount] = get_base_account_query()
     pagination: Pagination = Pagination[BaseAccount](accounts)
     return render_template("accounting/base-account/list.html",

src/accounting/currency/queries.py

@@ -14,7 +14,7 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The currency query.
+"""The queries for the currency management.
 
 """
 import sqlalchemy as sa

src/accounting/currency/views.py

@@ -47,7 +47,7 @@ def list_currencies() -> str:
 
     :return: The currency list.
     """
-    from .query import get_currency_query
+    from .queries import get_currency_query
     currencies: list[Currency] = get_currency_query()
     pagination: Pagination = Pagination[Currency](currencies)
     return render_template("accounting/currency/list.html",

src/accounting/models.py

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

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

@@ -22,7 +22,7 @@
  */
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     initializeBaseAccountSelector();
     document.getElementById("accounting-base-code")
         .onchange = validateBase;
@@ -44,23 +44,23 @@ function initializeBaseAccountSelector() {
     const baseContent = document.getElementById("accounting-base-content");
     const options = Array.from(document.getElementsByClassName("accounting-base-option"));
     const btnClear = document.getElementById("accounting-btn-clear-base");
-    selector.addEventListener("show.bs.modal", function () {
+    selector.addEventListener("show.bs.modal", () => {
         base.classList.add("accounting-not-empty");
-        options.forEach(function (item) {
-            item.classList.remove("active");
-        });
+        for (const option of options) {
+            option.classList.remove("active");
+        }
         const selected = document.getElementById("accounting-base-option-" + baseCode.value);
         if (selected !== null) {
             selected.classList.add("active");
         }
     });
-    selector.addEventListener("hidden.bs.modal", function () {
+    selector.addEventListener("hidden.bs.modal", () => {
         if (baseCode.value === "") {
             base.classList.remove("accounting-not-empty");
         }
     });
-    options.forEach(function (option) {
-        option.onclick = function () {
+    for (const option of options) {
+        option.onclick = () => {
             baseCode.value = option.dataset.code;
             baseContent.innerText = option.dataset.content;
             btnClear.classList.add("btn-danger");
@@ -69,8 +69,8 @@ function initializeBaseAccountSelector() {
             validateBase();
             bootstrap.Modal.getInstance(selector).hide();
         };
-    });
-    btnClear.onclick = function () {
+    }
+    btnClear.onclick = () => {
         baseCode.value = "";
         baseContent.innerText = "";
         btnClear.classList.add("btn-secondary")
@@ -92,17 +92,17 @@ function initializeBaseAccountQuery() {
     const optionList = document.getElementById("accounting-base-option-list");
     const options = Array.from(document.getElementsByClassName("accounting-base-option"));
     const queryNoResult = document.getElementById("accounting-base-option-no-result");
-    query.addEventListener("input", function () {
+    query.addEventListener("input", () => {
         if (query.value === "") {
-            options.forEach(function (option) {
+            for (const option of options) {
                 option.classList.remove("d-none");
-            });
+            }
             optionList.classList.remove("d-none");
             queryNoResult.classList.add("d-none");
             return
         }
         let hasAnyMatched = false;
-        options.forEach(function (option) {
+        for (const option of options) {
             const queryValues = JSON.parse(option.dataset.queryValues);
             let isMatched = false;
             for (const queryValue of queryValues) {
@@ -117,7 +117,7 @@ function initializeBaseAccountQuery() {
             } else {
                 option.classList.add("d-none");
             }
-        });
+        }
         if (!hasAnyMatched) {
             optionList.classList.add("d-none");
             queryNoResult.classList.remove("d-none");

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

@@ -22,10 +22,10 @@
  */
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     const list = document.getElementById("accounting-order-list");
     if (list !== null) {
-        const onReorder = function () {
+        const onReorder = () => {
             const accounts = Array.from(list.children);
             for (let i = 0; i < accounts.length; i++) {
                 const no = document.getElementById("accounting-order-" + accounts[i].dataset.id + "-no");

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

@@ -0,0 +1,249 @@
+/* The Mia! Accounting Flask Project
+ * transaction-transfer-form.js: The JavaScript for the transfer transaction form
+ */
+
+/*  Copyright (c) 2023 imacat.
+ *
+ *  Licensed under the Apache License, Version 2.0 (the "License");
+ *  you may not use this file except in compliance with the License.
+ *  You may obtain a copy of the License at
+ *
+ *      http://www.apache.org/licenses/LICENSE-2.0
+ *
+ *  Unless required by applicable law or agreed to in writing, software
+ *  distributed under the License is distributed on an "AS IS" BASIS,
+ *  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ *  See the License for the specific language governing permissions and
+ *  limitations under the License.
+ */
+
+/* Author: imacat@mail.imacat.idv.tw (imacat)
+ * First written: 2023/2/28
+ */
+
+// Initializes the page JavaScript.
+document.addEventListener("DOMContentLoaded", () => {
+    AccountSelector.initialize();
+});
+
+/**
+ * The account selector.
+ *
+ */
+class AccountSelector {
+
+    /**
+     * The entry type
+     * @type {string}
+     */
+    #entryType;
+
+    /**
+     * The prefix of the HTML ID and class
+     * @type {string}
+     */
+    #prefix;
+
+    /**
+     * Constructs an account selector.
+     *
+     * @param modal {HTMLFormElement} the account selector modal
+     */
+    constructor(modal) {
+        this.#entryType = modal.dataset.entryType;
+        this.#prefix = "accounting-account-selector-" + modal.dataset.entryType;
+        this.#init();
+    }
+
+    /**
+     * Initializes the account selector.
+     *
+     */
+    #init() {
+        const formAccountControl = document.getElementById("accounting-entry-form-account-control");
+        const formAccount = document.getElementById("accounting-entry-form-account");
+        const more = document.getElementById(this.#prefix + "-more");
+        const btnClear = document.getElementById(this.#prefix + "-btn-clear");
+        const options = Array.from(document.getElementsByClassName(this.#prefix + "-option"));
+        more.onclick = () => {
+            more.classList.add("d-none");
+            this.#filterAccountOptions();
+        };
+        this.#initializeAccountQuery();
+        btnClear.onclick = () => {
+            formAccountControl.classList.remove("accounting-not-empty");
+            formAccount.innerText = "";
+            formAccount.dataset.code = "";
+            formAccount.dataset.text = "";
+            validateJournalEntryAccount();
+        };
+        for (const option of options) {
+            option.onclick = () => {
+                formAccountControl.classList.add("accounting-not-empty");
+                formAccount.innerText = option.dataset.content;
+                formAccount.dataset.code = option.dataset.code;
+                formAccount.dataset.text = option.dataset.content;
+                validateJournalEntryAccount();
+            };
+        }
+    }
+
+    /**
+     * Initializes the query on the account options.
+     *
+     */
+    #initializeAccountQuery() {
+        const query = document.getElementById(this.#prefix + "-query");
+        query.addEventListener("input", () => {
+            this.#filterAccountOptions();
+        });
+    }
+
+    /**
+     * Filters the account options.
+     *
+     */
+    #filterAccountOptions() {
+        const query = document.getElementById(this.#prefix + "-query");
+        const optionList = document.getElementById(this.#prefix + "-option-list");
+        if (optionList === null) {
+            console.log(this.#prefix + "-option-list");
+        }
+        const options = Array.from(document.getElementsByClassName(this.#prefix + "-option"));
+        const more = document.getElementById(this.#prefix + "-more");
+        const queryNoResult = document.getElementById(this.#prefix + "-option-no-result");
+        const codesInUse = this.#getAccountCodeUsedInForm();
+        let shouldAnyShow = false;
+        for (const option of options) {
+            const shouldShow = this.#shouldAccountOptionShow(option, more, codesInUse, query);
+            if (shouldShow) {
+                option.classList.remove("d-none");
+                shouldAnyShow = true;
+            } else {
+                option.classList.add("d-none");
+            }
+        }
+        if (!shouldAnyShow && more.classList.contains("d-none")) {
+            optionList.classList.add("d-none");
+            queryNoResult.classList.remove("d-none");
+        } else {
+            optionList.classList.remove("d-none");
+            queryNoResult.classList.add("d-none");
+        }
+    }
+
+    /**
+     * Returns the account codes that are used in the form.
+     *
+     * @return {string[]} the account codes that are used in the form
+     */
+    #getAccountCodeUsedInForm() {
+        const accountCodes = Array.from(document.getElementsByClassName("accounting-" + this.#prefix + "-account-code"));
+        const formAccount = document.getElementById("accounting-entry-form-account");
+        const inUse = [formAccount.dataset.code];
+        for (const accountCode of accountCodes) {
+            inUse.push(accountCode.value);
+        }
+        return inUse
+    }
+
+    /**
+     * Returns whether an account option should show.
+     *
+     * @param option {HTMLLIElement} the account option
+     * @param more {HTMLLIElement} the more account element
+     * @param inUse {string[]} the account codes that are used in the form
+     * @param query {HTMLInputElement} the query element, if any
+     * @return {boolean} true if the account option should show, or false otherwise
+     */
+    #shouldAccountOptionShow(option, more, inUse, query) {
+        const isQueryMatched = () => {
+            if (query.value === "") {
+                return true;
+            }
+            const queryValues = JSON.parse(option.dataset.queryValues);
+            for (const queryValue of queryValues) {
+                if (queryValue.includes(query.value)) {
+                    return true;
+                }
+            }
+            return false;
+        };
+        const isMoreMatched = () => {
+            if (more.classList.contains("d-none")) {
+                return true;
+            }
+            return option.classList.contains("accounting-account-in-use") || inUse.includes(option.dataset.code);
+        };
+        return isMoreMatched() && isQueryMatched();
+    }
+
+    /**
+     * Initializes the account selector when it is shown.
+     *
+     */
+    initShow() {
+        const formAccount = document.getElementById("accounting-entry-form-account");
+        const query = document.getElementById(this.#prefix + "-query")
+        const more = document.getElementById(this.#prefix + "-more");
+        const options = Array.from(document.getElementsByClassName(this.#prefix + "-option"));
+        const btnClear = document.getElementById(this.#prefix + "-btn-clear");
+        query.value = "";
+        more.classList.remove("d-none");
+        this.#filterAccountOptions();
+        for (const option of options) {
+            if (option.dataset.code === formAccount.dataset.code) {
+                option.classList.add("active");
+            } else {
+                option.classList.remove("active");
+            }
+        }
+        if (formAccount.dataset.code === "") {
+            btnClear.classList.add("btn-secondary");
+            btnClear.classList.remove("btn-danger");
+            btnClear.disabled = true;
+        } else {
+            btnClear.classList.add("btn-danger");
+            btnClear.classList.remove("btn-secondary");
+            btnClear.disabled = false;
+        }
+    }
+
+    /**
+     * The account selectors.
+     * @type {{debit: AccountSelector, credit: AccountSelector}}
+     */
+    static #selectors = {}
+
+    /**
+     * Initializes the account selectors.
+     *
+     */
+    static initialize() {
+        const modals = Array.from(document.getElementsByClassName("accounting-account-selector-modal"));
+        for (const modal of modals) {
+            const selector = new AccountSelector(modal);
+            this.#selectors[selector.#entryType] = selector;
+        }
+        this.#initializeTransactionForm();
+    }
+
+    /**
+     * Initializes the transaction form.
+     *
+     */
+    static #initializeTransactionForm() {
+        const entryForm = document.getElementById("accounting-entry-form");
+        const formAccountControl = document.getElementById("accounting-entry-form-account-control");
+        formAccountControl.onclick = () => this.#selectors[entryForm.dataset.entryType].initShow();
+    }
+    /**
+     * Initializes the account selector for the journal entry form.
+     *x
+     */
+    static initializeJournalEntryForm() {
+        const entryForm = document.getElementById("accounting-entry-form");
+        const formAccountControl = document.getElementById("accounting-entry-form-account-control");
+        formAccountControl.dataset.bsTarget = "#accounting-account-selector-" + entryForm.dataset.entryType + "-modal";
+    }
+}

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

@@ -22,7 +22,7 @@
  */
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     document.getElementById("accounting-code")
         .onchange = validateCode;
     document.getElementById("accounting-name")
@@ -65,9 +65,9 @@ function validateForm() {
  */
 function submitFormIfAllAsyncValid() {
     let isValid = true;
-    Object.keys(isAsyncValid).forEach(function (key) {
+    for (const key of Object.keys(isAsyncValid)) {
         isValid = isAsyncValid[key] && isValid;
-    });
+    }
     if (isValid) {
         document.getElementById("accounting-form").submit()
     }

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

@@ -42,21 +42,21 @@ function initializeDragAndDropReordering(list, onReorder) {
 function initializeMouseDragAndDropReordering(list, onReorder) {
     const items = Array.from(list.children);
     let dragged = null;
-    items.forEach(function (item) {
+    for (const item of items) {
         item.draggable = true;
-        item.addEventListener("dragstart", function () {
+        item.addEventListener("dragstart", () => {
             dragged = item;
             dragged.classList.add("accounting-dragged");
         });
-        item.addEventListener("dragover", function () {
+        item.addEventListener("dragover", () => {
             onDragOver(dragged, item);
             onReorder();
         });
-        item.addEventListener("dragend", function () {
+        item.addEventListener("dragend", () => {
             dragged.classList.remove("accounting-dragged");
             dragged = null;
         });
-    });
+    }
 }
 
 /**
@@ -68,20 +68,20 @@ function initializeMouseDragAndDropReordering(list, onReorder) {
  */
 function initializeTouchDragAndDropReordering(list, onReorder) {
     const items = Array.from(list.children);
-    items.forEach(function (item) {
-        item.addEventListener("touchstart", function () {
+    for (const item of items) {
+        item.addEventListener("touchstart", () => {
             item.classList.add("accounting-dragged");
         });
-        item.addEventListener("touchmove", function (event) {
+        item.addEventListener("touchmove", (event) => {
             const touch = event.targetTouches[0];
             const target = document.elementFromPoint(touch.pageX, touch.pageY);
             onDragOver(item, target);
             onReorder();
         });
-        item.addEventListener("touchend", function () {
+        item.addEventListener("touchend", () => {
             item.classList.remove("accounting-dragged");
         });
-    });
+    }
 }
 
 /**

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

@@ -22,7 +22,7 @@
  */
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     initializeMaterialFabSpeedDial();
 });
 
@@ -34,7 +34,7 @@ document.addEventListener("DOMContentLoaded", function () {
 function initializeMaterialFabSpeedDial() {
     const btnFab = document.getElementById("accounting-btn-material-fab-speed-dial");
     const fab = document.getElementById(btnFab.dataset.target);
-    btnFab.onclick = function () {
+    btnFab.onclick = () => {
         if (fab.classList.contains("show")) {
             fab.classList.remove("show");
         } else {

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

@@ -22,10 +22,9 @@
  */
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     initializeCurrencyForms();
     initializeJournalEntries();
-    initializeAccountSelectors();
     initializeFormValidation();
 });
 
@@ -69,22 +68,22 @@ function initializeCurrencyForms() {
     const btnNew = document.getElementById("accounting-btn-new-currency");
     const currencyList = document.getElementById("accounting-currency-list");
     const deleteButtons = Array.from(document.getElementsByClassName("accounting-btn-delete-currency"));
-    const onReorder = function () {
+    const onReorder = () => {
         const currencies = Array.from(currencyList.children);
         for (let i = 0; i < currencies.length; i++) {
             const no = document.getElementById(currencies[i].dataset.prefix + "-no");
             no.value = String(i + 1);
         }
     };
-    btnNew.onclick = function () {
+    btnNew.onclick = () => {
         const currencies = Array.from(document.getElementsByClassName("accounting-currency"));
         let maxIndex = 0;
-        currencies.forEach(function (currency) {
+        for (const currency of currencies) {
             const index = parseInt(currency.dataset.index);
             if (maxIndex < index) {
                 maxIndex = index;
             }
-        });
+        }
         const newIndex = String(maxIndex + 1);
         const html = form.dataset.currencyTemplate
             .replaceAll("CURRENCY_INDEX", escapeHtml(newIndex));
@@ -108,7 +107,7 @@ function initializeCurrencyForms() {
  */
 function initializeBtnDeleteCurrency(button) {
     const target = document.getElementById(button.dataset.target);
-    button.onclick = function () {
+    button.onclick = () => {
         target.parentElement.removeChild(target);
         resetDeleteCurrencyButtons();
     };
@@ -122,9 +121,9 @@ function initializeBtnDeleteCurrency(button) {
 function resetDeleteCurrencyButtons() {
     const buttons = Array.from(document.getElementsByClassName("accounting-btn-delete-currency"));
     if (buttons.length > 1) {
-        buttons.forEach(function (button) {
+        for (const button of buttons) {
             button.classList.remove("d-none");
-        });
+        }
     } else {
         buttons[0].classList.add("d-none");
     }
@@ -157,27 +156,32 @@ function initializeNewEntryButton(button) {
     const formAccountControl = document.getElementById("accounting-entry-form-account-control");
     const formAccount = document.getElementById("accounting-entry-form-account");
     const formAccountError = document.getElementById("accounting-entry-form-account-error")
+    const formSummaryControl = document.getElementById("accounting-entry-form-summary-control");
     const formSummary = document.getElementById("accounting-entry-form-summary");
     const formSummaryError = document.getElementById("accounting-entry-form-summary-error");
     const formAmount = document.getElementById("accounting-entry-form-amount");
     const formAmountError = document.getElementById("accounting-entry-form-amount-error");
-    button.onclick = function () {
+    button.onclick = () => {
         entryForm.dataset.currencyIndex = button.dataset.currencyIndex;
         entryForm.dataset.entryType = button.dataset.entryType;
         entryForm.dataset.entryIndex = button.dataset.entryIndex;
-        formAccountControl.classList.remove("accounting-not-empty")
+        formAccountControl.classList.remove("accounting-not-empty");
         formAccountControl.classList.remove("is-invalid");
-        formAccountControl.dataset.bsTarget = button.dataset.accountModal;
         formAccount.innerText = "";
         formAccount.dataset.code = "";
         formAccount.dataset.text = "";
         formAccountError.innerText = "";
-        formSummary.value = "";
-        formSummary.classList.remove("is-invalid");
+        formSummaryControl.dataset.bsTarget = "#accounting-summary-editor-" + button.dataset.entryType + "-modal";
+        formSummaryControl.classList.remove("accounting-not-empty");
+        formSummaryControl.classList.remove("is-invalid");
+        formSummary.dataset.value = "";
+        formSummary.innerText = ""
         formSummaryError.innerText = ""
         formAmount.value = "";
         formAmount.classList.remove("is-invalid");
         formAmountError.innerText = "";
+        AccountSelector.initializeJournalEntryForm();
+        SummaryEditor.initializeNewJournalEntry(button.dataset.entryType);
     };
 }
 
@@ -187,7 +191,7 @@ function initializeNewEntryButton(button) {
  * @param entryList {HTMLUListElement} the journal entry list.
  */
 function initializeJournalEntryListReorder(entryList) {
-    initializeDragAndDropReordering(entryList, function () {
+    initializeDragAndDropReordering(entryList, () => {
         const entries = Array.from(entryList.children);
         for (let i = 0; i < entries.length; i++) {
             const no = document.getElementById(entries[i].dataset.prefix + "-no");
@@ -209,9 +213,10 @@ function initializeJournalEntry(entry) {
     const control = document.getElementById(entry.dataset.prefix + "-control");
     const formAccountControl = document.getElementById("accounting-entry-form-account-control");
     const formAccount = document.getElementById("accounting-entry-form-account");
+    const formSummaryControl = document.getElementById("accounting-entry-form-summary-control");
     const formSummary = document.getElementById("accounting-entry-form-summary");
     const formAmount = document.getElementById("accounting-entry-form-amount");
-    control.onclick = function () {
+    control.onclick = () => {
         entryForm.dataset.currencyIndex = entry.dataset.currencyIndex;
         entryForm.dataset.entryType = entry.dataset.entryType;
         entryForm.dataset.entryIndex = entry.dataset.entryIndex;
@@ -220,12 +225,19 @@ function initializeJournalEntry(entry) {
         } else {
             formAccountControl.classList.add("accounting-not-empty");
         }
-        formAccountControl.dataset.bsTarget = entry.dataset.accountModal;
         formAccount.innerText = accountCode.dataset.text;
         formAccount.dataset.code = accountCode.value;
         formAccount.dataset.text = accountCode.dataset.text;
-        formSummary.value = summary.value;
+        formSummaryControl.dataset.bsTarget = "#accounting-summary-editor-" + entry.dataset.entryType + "-modal";
+        if (summary.value === "") {
+            formSummaryControl.classList.remove("accounting-not-empty");
+        } else {
+            formSummaryControl.classList.add("accounting-not-empty");
+        }
+        formSummary.dataset.value = summary.value;
+        formSummary.innerText = summary.value;
         formAmount.value = amount.value;
+        AccountSelector.initializeJournalEntryForm();
         validateJournalEntryForm();
     };
 }
@@ -237,40 +249,10 @@ function initializeJournalEntry(entry) {
  */
 function initializeJournalEntryFormModal() {
     const entryForm = document.getElementById("accounting-entry-form");
-    const formAccountControl = document.getElementById("accounting-entry-form-account-control");
-    const formAccount = document.getElementById("accounting-entry-form-account");
-    const formSummary = document.getElementById("accounting-entry-form-summary");
     const formAmount = document.getElementById("accounting-entry-form-amount");
     const modal = document.getElementById("accounting-entry-form-modal");
-    formAccountControl.onclick = function () {
-        const prefix = "accounting-" + entryForm.dataset.entryType + "-account";
-        const query = document.getElementById(prefix + "-selector-query")
-        const more = document.getElementById(prefix + "-more");
-        const options = Array.from(document.getElementsByClassName(prefix + "-option"));
-        const btnClear = document.getElementById(prefix + "-btn-clear");
-        query.value = "";
-        more.classList.remove("d-none");
-        filterAccountOptions(prefix);
-        options.forEach(function (option) {
-            if (option.dataset.code === formAccount.dataset.code) {
-                option.classList.add("active");
-            } else {
-                option.classList.remove("active");
-            }
-        });
-        if (formAccount.dataset.code === "") {
-            btnClear.classList.add("btn-secondary");
-            btnClear.classList.remove("btn-danger");
-            btnClear.disabled = true;
-        } else {
-            btnClear.classList.add("btn-danger");
-            btnClear.classList.remove("btn-secondary");
-            btnClear.disabled = false;
-        }
-    };
-    formSummary.onchange = validateJournalEntrySummary;
     formAmount.onchange = validateJournalEntryAmount;
-    entryForm.onsubmit = function () {
+    entryForm.onsubmit = () => {
         if (validateJournalEntryForm()) {
             saveJournalEntryForm();
             bootstrap.Modal.getInstance(modal).hide();
@@ -297,7 +279,6 @@ function validateJournalEntryForm() {
  * Validates the account in the journal entry form modal.
  *
  * @return {boolean} true if valid, or false otherwise
- * @private
  */
 function validateJournalEntryAccount() {
     const field = document.getElementById("accounting-entry-form-account");
@@ -320,10 +301,9 @@ function validateJournalEntryAccount() {
  * @private
  */
 function validateJournalEntrySummary() {
-    const field = document.getElementById("accounting-entry-form-summary");
+    const control = document.getElementById("accounting-entry-form-summary-control");
     const error = document.getElementById("accounting-entry-form-summary-error");
-    field.value = field.value.trim();
-    field.classList.remove("is-invalid");
+    control.classList.remove("is-invalid");
     error.innerText = "";
     return true;
 }
@@ -366,12 +346,12 @@ function saveJournalEntryForm() {
         const entries = Array.from(document.getElementsByClassName("accounting-currency-" + currencyIndex + "-" + entryType));
         const entryList = document.getElementById("accounting-currency-" + currencyIndex + "-" + entryType + "-list")
         let maxIndex = 0;
-        entries.forEach(function (entry) {
+        for (const entry of entries) {
             const index = parseInt(entry.dataset.entryIndex);
             if (maxIndex < index) {
                 maxIndex = index;
             }
-        });
+        }
         entryIndex = String(maxIndex + 1);
         const html = form.dataset.entryTemplate
             .replaceAll("CURRENCY_INDEX", escapeHtml(currencyIndex))
@@ -393,8 +373,8 @@ function saveJournalEntryForm() {
     accountCode.value = formAccount.dataset.code;
     accountCode.dataset.text = formAccount.dataset.text;
     accountText.innerText = formAccount.dataset.text;
-    summary.value = formSummary.value;
-    summaryText.innerText = formSummary.value;
+    summary.value = formSummary.dataset.value;
+    summaryText.innerText = formSummary.dataset.value;
     amount.value = formAmount.value;
     amountText.innerText = formatDecimal(new Decimal(formAmount.value));
     if (entryForm.dataset.entryIndex === "new") {
@@ -418,7 +398,7 @@ function initializeDeleteJournalEntryButton(button) {
     const currencyIndex = target.dataset.currencyIndex;
     const entryType = target.dataset.entryType;
     const currency = document.getElementById("accounting-currency-" + currencyIndex);
-    button.onclick = function () {
+    button.onclick = () => {
         target.parentElement.removeChild(target);
         resetDeleteJournalEntryButtons(button.dataset.sameClass);
         updateBalance(currencyIndex, entryType);
@@ -436,9 +416,9 @@ function initializeDeleteJournalEntryButton(button) {
 function resetDeleteJournalEntryButtons(sameClass) {
     const buttons = Array.from(document.getElementsByClassName(sameClass));
     if (buttons.length > 1) {
-        buttons.forEach(function (button) {
+        for (const button of buttons) {
             button.classList.remove("d-none");
-        });
+        }
     } else {
         buttons[0].classList.add("d-none");
     }
@@ -456,147 +436,14 @@ function updateBalance(currencyIndex, entryType) {
     const amounts = Array.from(document.getElementsByClassName(prefix + "-amount"));
     const totalText = document.getElementById(prefix + "-total");
     let total = new Decimal("0");
-    amounts.forEach(function (amount) {
+    for (const amount of amounts) {
         if (amount.value !== "") {
             total = total.plus(new Decimal(amount.value));
         }
-    });
+    }
     totalText.innerText = formatDecimal(total);
 }
 
-/**
- * Initializes the account selectors.
- *
- * @private
- */
-function initializeAccountSelectors() {
-    const selectors = Array.from(document.getElementsByClassName("accounting-selector-modal"));
-    const formAccountControl = document.getElementById("accounting-entry-form-account-control");
-    const formAccount = document.getElementById("accounting-entry-form-account");
-    selectors.forEach(function (selector) {
-        const more = document.getElementById(selector.dataset.prefix + "-more");
-        const btnClear = document.getElementById(selector.dataset.prefix + "-btn-clear");
-        const options = Array.from(document.getElementsByClassName(selector.dataset.prefix + "-option"));
-        more.onclick = function () {
-            more.classList.add("d-none");
-            filterAccountOptions(selector.dataset.prefix);
-        };
-        initializeAccountQuery(selector);
-        btnClear.onclick = function () {
-            formAccountControl.classList.remove("accounting-not-empty");
-            formAccount.innerText = "";
-            formAccount.dataset.code = "";
-            formAccount.dataset.text = "";
-            validateJournalEntryAccount();
-        };
-        options.forEach(function (option) {
-            option.onclick = function () {
-                formAccountControl.classList.add("accounting-not-empty");
-                formAccount.innerText = option.dataset.content;
-                formAccount.dataset.code = option.dataset.code;
-                formAccount.dataset.text = option.dataset.content;
-                validateJournalEntryAccount();
-            };
-        });
-    });
-}
-
-/**
- * Initializes the query on the account options.
- *
- * @param selector {HTMLDivElement} the selector modal
- * @private
- */
-function initializeAccountQuery(selector) {
-    const query = document.getElementById(selector.dataset.prefix + "-selector-query");
-    query.addEventListener("input", function () {
-        filterAccountOptions(selector.dataset.prefix);
-    });
-}
-
-/**
- * Filters the account options.
- *
- * @param prefix {string} the HTML ID and class prefix
- * @private
- */
-function filterAccountOptions(prefix) {
-    const query = document.getElementById(prefix + "-selector-query");
-    const optionList = document.getElementById(prefix + "-option-list");
-    if (optionList === null) {
-        console.log(prefix + "-option-list");
-    }
-    const options = Array.from(document.getElementsByClassName(prefix + "-option"));
-    const more = document.getElementById(prefix + "-more");
-    const queryNoResult = document.getElementById(prefix + "-option-no-result");
-    const codesInUse = getAccountCodeUsedInForm();
-    let hasAnyMatched = false;
-    options.forEach(function (option) {
-        const isMatched = shouldAccountOptionShow(option, more, codesInUse, query);
-        if (isMatched) {
-            option.classList.remove("d-none");
-            hasAnyMatched = true;
-        } else {
-            option.classList.add("d-none");
-        }
-    });
-    if (!hasAnyMatched) {
-        optionList.classList.add("d-none");
-        queryNoResult.classList.remove("d-none");
-    } else {
-        optionList.classList.remove("d-none");
-        queryNoResult.classList.add("d-none");
-    }
-}
-
-/**
- * Returns whether an account option should show.
- *
- * @param option {HTMLLIElement} the account option
- * @param more {HTMLLIElement} the more account element
- * @param inUse {string[]} the account codes that are used in the form
- * @param query {HTMLInputElement} the query element, if any
- * @return {boolean} true if the account option should show, or false otherwise
- * @private
- */
-function shouldAccountOptionShow(option, more, inUse, query) {
-    const isQueryMatched = function () {
-        if (query.value === "") {
-            return true;
-        }
-        const queryValues = JSON.parse(option.dataset.queryValues);
-        for (const queryValue of queryValues) {
-            if (queryValue.includes(query.value)) {
-                return true;
-            }
-        }
-        return false;
-    };
-    const isMoreMatched = function () {
-        if (more.classList.contains("d-none")) {
-            return true;
-        }
-        return option.classList.contains("accounting-account-in-use") || inUse.includes(option.dataset.code);
-    };
-    return isMoreMatched() && isQueryMatched();
-}
-
-/**
- * Returns the account codes that are used in the form.
- *
- * @return {string[]} the account codes that are used in the form
- * @private
- */
-function getAccountCodeUsedInForm() {
-    const accountCodes = Array.from(document.getElementsByClassName("accounting-account-code"));
-    const formAccount = document.getElementById("accounting-entry-form-account");
-    const inUse = [formAccount.dataset.code];
-    accountCodes.forEach(function (accountCode) {
-        inUse.push(accountCode.value);
-    });
-    return inUse
-}
-
 /**
  * Initializes the form validation.
  *
@@ -655,9 +502,9 @@ function validateCurrencies() {
     const currencies = Array.from(document.getElementsByClassName("accounting-currency"));
     let isValid = true;
     isValid = validateCurrenciesReal() && isValid;
-    currencies.forEach(function (currency) {
+    for (const currency of currencies) {
         isValid = validateCurrency(currency) && isValid;
-    });
+    }
     return isValid;
 }
 
@@ -718,9 +565,9 @@ function validateJournalEntries(currency, entryType) {
     const entries = Array.from(document.getElementsByClassName("accounting-currency-" + currencyIndex + "-" + entryType));
     let isValid = true;
     isValid = validateJournalEntriesReal(currencyIndex, entryType) && isValid;
-    entries.forEach(function (entry) {
+    for (const entry of entries) {
         isValid = validateJournalEntry(entry) && isValid;
-    })
+    }
     return isValid;
 }
 
@@ -791,17 +638,17 @@ function validateBalance(currency) {
     const creditAmounts = Array.from(document.getElementsByClassName(prefix + "-credit-amount"));
     if (debit !== null && credit !== null) {
         let debitTotal = new Decimal("0");
-        debitAmounts.forEach(function (amount) {
+        for (const amount of debitAmounts) {
             if (amount.value !== "") {
                 debitTotal = debitTotal.plus(new Decimal(amount.value));
             }
-        });
+        }
         let creditTotal = new Decimal("0");
-        creditAmounts.forEach(function (amount) {
+        for (const amount of creditAmounts) {
             if (amount.value !== "") {
                 creditTotal = creditTotal.plus(new Decimal(amount.value));
             }
-        });
+        }
         if (!debitTotal.equals(creditTotal)) {
             control.classList.add("is-invalid");
             error.innerText = A_("The totals of the debit and credit amounts do not match.");

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

@@ -22,10 +22,10 @@
  */
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     const list = document.getElementById("accounting-order-list");
     if (list !== null) {
-        const onReorder = function () {
+        const onReorder = () => {
             const accounts = Array.from(list.children);
             for (let i = 0; i < accounts.length; i++) {
                 const no = document.getElementById("accounting-order-" + accounts[i].dataset.id + "-no");

src/accounting/template_filters.py

@@ -14,37 +14,15 @@
 #  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 template filters and globals for the transaction management.
+"""The template filters.
 
 """
-from datetime import date, timedelta
 from decimal import Decimal
-from html import escape
-from urllib.parse import ParseResult, urlparse, parse_qsl, urlencode, \
-    urlunparse
+from datetime import date, timedelta
 
-from flask import request, current_app
 from flask_babel import get_locale
 
 from accounting.locale import gettext
-from accounting.models import Currency
-
-
-def with_type(uri: str) -> str:
-    """Adds the transaction type to the URI, if it is specified.
-
-    :param uri: The URI.
-    :return: The result URL, optionally with the transaction type added.
-    """
-    if "as" not in request.args:
-        return uri
-    uri_p: ParseResult = urlparse(uri)
-    params: list[tuple[str, str]] = parse_qsl(uri_p.query)
-    params = [x for x in params if x[0] != "next"]
-    params.append(("as", request.args["as"]))
-    parts: list[str] = list(uri_p)
-    parts[4] = urlencode(params)
-    return urlunparse(parts)
 
 
 def format_amount(value: Decimal | None) -> str:
@@ -88,32 +66,3 @@ def format_date(value: date) -> str:
         return "{}/{}/{}({})".format(
             value.year, value.month, value.day, weekday)
     return "{}/{}({})".format(value.month, value.day, weekday)
-
-
-def text2html(value: str) -> str:
-    """Converts plain text into HTML.
-
-    :param value: The plain text.
-    :return: The HTML.
-    """
-    s: str = escape(value)
-    s = s.replace("\n", "<br>")
-    s = s.replace("  ", " &nbsp;")
-    return s
-
-
-def currency_options() -> str:
-    """Returns the currency options.
-
-    :return: The currency options.
-    """
-    return Currency.query.order_by(Currency.code).all()
-
-
-def default_currency_code() -> str:
-    """Returns the default currency code.
-
-    :return: The default currency code.
-    """
-    with current_app.app_context():
-        return current_app.config.get("DEFAULT_CURRENCY", "USD")

src/accounting/template_globals.py

@@ -0,0 +1,39 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/3
+
+#  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 template globals for the transaction management.
+
+"""
+from flask import current_app
+
+from accounting.models import Currency
+
+
+def currency_options() -> str:
+    """Returns the currency options.
+
+    :return: The currency options.
+    """
+    return Currency.query.order_by(Currency.code).all()
+
+
+def default_currency_code() -> str:
+    """Returns the default currency code.
+
+    :return: The default currency code.
+    """
+    with current_app.app_context():
+        return current_app.config.get("DEFAULT_CURRENCY", "USD")

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

@@ -21,6 +21,13 @@ First written: 2023/2/26
 #}
 {% extends "accounting/transaction/include/detail.html" %}
 
+{% block to_transfer %}
+  <a class="btn btn-primary" href="{{ url_for("accounting.transaction.edit", txn=obj)|accounting_txn_to_transfer|accounting_inherit_next }}">
+    <i class="fa-solid fa-bars-staggered"></i>
+    {{ A_("To Transfer") }}
+  </a>
+{% endblock %}
+
 {% block transaction_currencies %}
   {% for currency in obj.currencies %}
     <div class="mb-3">
@@ -37,14 +44,14 @@ First written: 2023/2/26
                   <div>{{ entry.summary }}</div>
                 {% endif %}
               </div>
-              <div>{{ entry.amount|accounting_txn_format_amount }}</div>
+              <div>{{ entry.amount|accounting_format_amount }}</div>
             </div>
           </li>
         {% endfor %}
         <li class="list-group-item accounting-transaction-entry accounting-transaction-entry-total">
           <div class="d-flex justify-content-between">
-            <div>{{ _("Total") }}</div>
-            <div>{{ currency.debit_total|accounting_txn_format_amount }}</div>
+            <div>{{ A_("Total") }}</div>
+            <div>{{ currency.debit_total|accounting_format_amount }}</div>
           </div>
         </li>
       </ul>

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

@@ -25,7 +25,7 @@ First written: 2023/2/25
     <div class="d-flex justify-content-between mt-2 mb-3">
       <div class="form-floating accounting-currency-content">
         <select id="accounting-currency-{{ currency_index }}-code" class="form-select" name="currency-{{ currency_index }}-code">
-          {% for currency in accounting_txn_currency_options() %}
+          {% for currency in accounting_currency_options() %}
             <option value="{{ currency.code }}" {% if currency.code == currency_code_data %} selected="selected" {% endif %}>{{ currency }}</option>
           {% endfor %}
         </select>
@@ -55,9 +55,9 @@ First written: 2023/2/25
                     account_text = entry_form.account_text,
                     summary_data = "" if entry_form.summary.data is none else entry_form.summary.data,
                     summary_errors = entry_form.summary.errors,
-                    amount_data = "" if entry_form.amount.data is none else entry_form.amount.data,
+                    amount_data = "" if entry_form.amount.data is none else entry_form.amount.data|accounting_txn_format_amount_input,
                     amount_errors = entry_form.amount.errors,
-                    amount_text = entry_form.amount.data|accounting_txn_format_amount,
+                    amount_text = entry_form.amount.data|accounting_format_amount,
                     entry_errors = entry_form.all_errors %}
               {% include "accounting/transaction/include/form-entry-item.html" %}
             {% endwith %}
@@ -70,7 +70,7 @@ First written: 2023/2/25
         </div>
 
         <div>
-          <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="debit" data-entry-index="new" data-account-modal="#accounting-debit-account-selector-modal" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+          <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="debit" data-entry-index="new" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
             <i class="fas fa-plus"></i>
             {{ A_("New") }}
           </button>

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

@@ -31,20 +31,26 @@ First written: 2023/2/25
               currency_code_errors = currency_form.code.errors,
               debit_forms = currency_form.debit,
               debit_errors = currency_form.debit_errors,
-              debit_total = currency_form.form.debit_total|accounting_txn_format_amount %}
+              debit_total = currency_form.form.debit_total|accounting_format_amount %}
         {% include "accounting/transaction/expense/include/form-currency-item.html" %}
       {% endwith %}
     {% endfor %}
   {% else %}
     {% with currency_index = 1,
             only_one_currency_form = True,
-            currency_code_data = accounting_txn_default_currency_code(),
+            currency_code_data = accounting_default_currency_code(),
             debit_total = "-" %}
       {% include "accounting/transaction/expense/include/form-currency-item.html" %}
     {% endwith %}
   {% endif %}
 {% endblock %}
 
-{% block account_selector_modals %}
-  {% include "accounting/transaction/include/debit-account-modal.html" %}
+{% block form_modals %}
+  {% with summary_editor = form.summary_editor.debit %}
+    {% include "accounting/transaction/include/summary-editor-modal.html" %}
+  {% endwith %}
+  {% with entry_type = "debit",
+          account_options = form.debit_account_options %}
+    {% include "accounting/transaction/include/account-selector-modal.html" %}
+  {% endwith %}
 {% endblock %}

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

@@ -0,0 +1,54 @@
+{#
+The Mia! Accounting Flask Project
+account-selector-modal.html: The modal for the account selector
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/2/25
+#}
+<div id="accounting-account-selector-{{ entry_type }}-modal" class="modal fade accounting-account-selector-modal" data-entry-type="{{ entry_type }}" tabindex="-1" aria-labelledby="accounting-account-selector-{{ entry_type }}-modal-label" aria-hidden="true">
+  <div class="modal-dialog">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h1 class="modal-title fs-5" id="accounting-account-selector-{{ entry_type }}-modal-label">{{ A_("Select Account") }}</h1>
+        <button type="button" class="btn-close" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal" aria-label="{{ A_("Close") }}"></button>
+      </div>
+      <div class="modal-body">
+        <div class="input-group mb-2">
+          <input id="accounting-account-selector-{{ entry_type }}-query" class="form-control form-control-sm" type="search" placeholder=" " required="required">
+          <label class="input-group-text" for="accounting-account-selector-{{ entry_type }}-query">
+            <i class="fa-solid fa-magnifying-glass"></i>
+            {{ A_("Search") }}
+          </label>
+        </div>
+
+        <ul id="accounting-account-selector-{{ entry_type }}-option-list" class="list-group accounting-selector-list">
+          {% for account in account_options %}
+          <li id="accounting-account-selector-{{ entry_type }}-option-{{ account.code }}" class="list-group-item accounting-clickable accounting-account-selector-{{ entry_type }}-option {% if account.is_in_use %} accounting-account-in-use {% endif %}" data-code="{{ account.code }}" data-content="{{ account }}" data-query-values="{{ account.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+            {{ account }}
+          </li>
+          {% endfor %}
+          <li id="accounting-account-selector-{{ entry_type }}-more" class="list-group-item accounting-clickable">{{ A_("More…") }}</li>
+        </ul>
+        <p id="accounting-account-selector-{{ entry_type }}-option-no-result" class="d-none">{{ A_("There is no data.") }}</p>
+      </div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Cancel") }}</button>
+        <button id="accounting-account-selector-{{ entry_type }}-btn-clear" type="button" class="btn btn-danger" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Clear") }}</button>
+      </div>
+    </div>
+  </div>
+</div>

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

@@ -1,54 +0,0 @@
-{#
-The Mia! Accounting Flask Project
-credit-modals.html: The modals for the credit journal entry sub-form
-
- Copyright (c) 2023 imacat.
-
- Licensed under the Apache License, Version 2.0 (the "License");
- you may not use this file except in compliance with the License.
- You may obtain a copy of the License at
-
-     http://www.apache.org/licenses/LICENSE-2.0
-
- Unless required by applicable law or agreed to in writing, software
- distributed under the License is distributed on an "AS IS" BASIS,
- WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
- See the License for the specific language governing permissions and
- limitations under the License.
-
-Author: imacat@mail.imacat.idv.tw (imacat)
-First written: 2023/2/25
-#}
-<div id="accounting-credit-account-selector-modal" class="modal fade accounting-selector-modal" data-prefix="accounting-credit-account" tabindex="-1" aria-labelledby="accounting-credit-account-selector-modal-label" aria-hidden="true">
-  <div class="modal-dialog">
-    <div class="modal-content">
-      <div class="modal-header">
-        <h1 class="modal-title fs-5" id="accounting-credit-account-selector-modal-label">{{ A_("Select Credit Account") }}</h1>
-        <button type="button" class="btn-close" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal" aria-label="{{ A_("Close") }}"></button>
-      </div>
-      <div class="modal-body">
-        <div class="input-group mb-2">
-          <input id="accounting-credit-account-selector-query" class="form-control form-control-sm" type="search" placeholder=" " required="required">
-          <label class="input-group-text" for="accounting-credit-account-selector-query">
-            <i class="fa-solid fa-magnifying-glass"></i>
-            {{ A_("Search") }}
-          </label>
-        </div>
-
-        <ul id="accounting-credit-account-option-list" class="list-group accounting-selector-list">
-          {% for account in form.credit_account_options %}
-          <li id="accounting-credit-account-option-{{ account.code }}" class="list-group-item accounting-clickable accounting-credit-account-option {% if account.is_in_use %} accounting-account-in-use {% endif %}" data-code="{{ account.code }}" data-content="{{ account }}" data-query-values="{{ account.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
-            {{ account }}
-          </li>
-          {% endfor %}
-          <li id="accounting-credit-account-more" class="list-group-item accounting-clickable">{{ A_("More…") }}</li>
-        </ul>
-        <p id="accounting-credit-account-option-no-result" class="d-none">{{ A_("There is no data.") }}</p>
-      </div>
-      <div class="modal-footer">
-        <button type="button" class="btn btn-secondary" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Cancel") }}</button>
-        <button id="accounting-credit-account-btn-clear" type="button" class="btn btn-danger" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Clear") }}</button>
-      </div>
-    </div>
-  </div>
-</div>

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

@@ -1,54 +0,0 @@
-{#
-The Mia! Accounting Flask Project
-credit-modals.html: The modals for the debit journal entry sub-form
-
- Copyright (c) 2023 imacat.
-
- Licensed under the Apache License, Version 2.0 (the "License");
- you may not use this file except in compliance with the License.
- You may obtain a copy of the License at
-
-     http://www.apache.org/licenses/LICENSE-2.0
-
- Unless required by applicable law or agreed to in writing, software
- distributed under the License is distributed on an "AS IS" BASIS,
- WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
- See the License for the specific language governing permissions and
- limitations under the License.
-
-Author: imacat@mail.imacat.idv.tw (imacat)
-First written: 2023/2/25
-#}
-<div id="accounting-debit-account-selector-modal" class="modal fade accounting-selector-modal" data-prefix="accounting-debit-account" tabindex="-1" aria-labelledby="accounting-debit-account-selector-modal-label" aria-hidden="true">
-  <div class="modal-dialog">
-    <div class="modal-content">
-      <div class="modal-header">
-        <h1 class="modal-title fs-5" id="accounting-debit-account-selector-modal-label">{{ A_("Select Debit Account") }}</h1>
-        <button type="button" class="btn-close" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal" aria-label="{{ A_("Close") }}"></button>
-      </div>
-      <div class="modal-body">
-        <div class="input-group mb-2">
-          <input id="accounting-debit-account-selector-query" class="form-control form-control-sm" type="search" placeholder=" " required="required">
-          <label class="input-group-text" for="accounting-debit-account-selector-query">
-            <i class="fa-solid fa-magnifying-glass"></i>
-            {{ A_("Search") }}
-          </label>
-        </div>
-
-        <ul id="accounting-debit-account-option-list" class="list-group accounting-selector-list">
-          {% for account in form.debit_account_options %}
-          <li id="accounting-debit-account-option-{{ account.code }}" class="list-group-item accounting-clickable accounting-debit-account-option {% if account.is_in_use %} accounting-account-in-use {% endif %}" data-code="{{ account.code }}" data-content="{{ account }}" data-query-values="{{ account.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
-            {{ account }}
-          </li>
-          {% endfor %}
-          <li id="accounting-debit-account-more" class="list-group-item accounting-clickable">{{ A_("More…") }}</li>
-        </ul>
-        <p id="accounting-debit-account-option-no-result" class="d-none">{{ A_("There is no data.") }}</p>
-      </div>
-      <div class="modal-footer">
-        <button type="button" class="btn btn-secondary" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Cancel") }}</button>
-        <button id="accounting-debit-account-btn-clear" type="button" class="btn btn-danger" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Clear") }}</button>
-      </div>
-    </div>
-  </div>
-</div>

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

@@ -41,6 +41,7 @@ First written: 2023/2/26
     {{ A_("Order") }}
   </a>
   {% if accounting_can_edit() %}
+    {% block to_transfer %}{% endblock %}
     <button class="btn btn-danger" type="button" data-bs-toggle="modal" data-bs-target="#accounting-delete-modal">
       <i class="fa-solid fa-trash"></i>
       {{ A_("Delete") }}
@@ -88,7 +89,7 @@ First written: 2023/2/26
   </div>
 
   <div class="mb-3">
-    {{ obj.date|accounting_txn_format_date }}
+    {{ obj.date|accounting_format_date }}
   </div>
 
   {% block transaction_currencies %}{% endblock %}

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

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

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

@@ -20,12 +20,12 @@ Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
 {# <ul> For SonarQube not to complain about incorrect HTML #}
-<li id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}" class="list-group-item list-group-item-action d-flex justify-content-between accounting-entry accounting-currency-{{ currency_index }}-{{ entry_type }}" data-currency-index="{{ currency_index }}" data-entry-type="{{ entry_type }}" data-entry-index="{{ entry_index }}" data-account-modal="#accounting-{{ entry_type }}-account-selector-modal" data-prefix="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}">
+<li id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}" class="list-group-item list-group-item-action d-flex justify-content-between accounting-entry accounting-currency-{{ currency_index }}-{{ entry_type }}" data-currency-index="{{ currency_index }}" data-entry-type="{{ entry_type }}" data-entry-index="{{ entry_index }}" data-prefix="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}">
   {% if entry_id %}
     <input type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-eid" value="{{ entry_id }}">
   {% endif %}
   <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-no" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-no" value="{{ entry_index }}">
-  <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-account-code" class="accounting-account-code" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-account_code" value="{{ account_code_data }}" data-text="{{ account_text }}">
+  <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-account-code" class="accounting-{{ entry_type }}-account-code" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-account_code" value="{{ account_code_data }}" data-text="{{ account_text }}">
   <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-summary" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-summary" value="{{ summary_data }}">
   <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-amount" class="accounting-currency-{{ currency_index }}-{{ entry_type }}-amount" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-amount" value="{{ amount_data }}">
   <div class="accounting-entry-content">
@@ -34,7 +34,7 @@ First written: 2023/2/25
         <div id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-account-text" class="small">{{ account_text }}</div>
         <div id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-summary-text">{{ "" if summary_data is none else summary_data }}</div>
       </div>
-      <div><span id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-amount-text" class="badge rounded-pill bg-primary">{{ amount_data }}</span></div>
+      <div><span id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-amount-text" class="badge rounded-pill bg-primary">{{ amount_text }}</span></div>
     </div>
     <div id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-error" class="invalid-feedback">{% if entry_errors %}{{ entry_errors[0] }}{% endif %}</div>
   </div>

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

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

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

@@ -0,0 +1,190 @@
+{#
+The Mia! Accounting Flask Project
+summary-editor-modal.html: The modal of the summary 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: 2023/2/28
+#}
+<form id="accounting-summary-editor-{{ summary_editor.type }}" class="accounting-summary-editor" data-entry-type="{{ summary_editor.type }}">
+  <div id="accounting-summary-editor-{{ summary_editor.type }}-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-summary-editor-{{ summary_editor.type }}-modal-label" aria-hidden="true">
+    <div class="modal-dialog">
+      <div class="modal-content">
+        <div class="modal-header">
+          <h1 class="modal-title fs-5" id="accounting-summary-editor-{{ summary_editor.type }}-modal-label">
+            <label for="accounting-summary-editor-{{ summary_editor.type }}-summary">{{ A_("Summary") }}</label>
+          </h1>
+          <button class="btn-close" type="button" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal" aria-label="{{ A_("Close") }}"></button>
+        </div>
+        <div class="modal-body">
+          <div class="mb-3">
+            <input id="accounting-summary-editor-{{ summary_editor.type }}-summary" class="form-control" type="text" aria-labelledby="accounting-summary-editor-{{ summary_editor.type }}-modal-label">
+          </div>
+
+          {# Tab navigation #}
+          <ul class="nav nav-tabs mb-2">
+            <li class="nav-item">
+              <span id="accounting-summary-editor-{{ summary_editor.type }}-general-tab" class="nav-link active accounting-clickable" aria-current="page">
+                {{ A_("General") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-summary-editor-{{ summary_editor.type }}-travel-tab" class="nav-link accounting-clickable" aria-current="false">
+                {{ A_("Travel") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-summary-editor-{{ summary_editor.type }}-bus-tab" class="nav-link accounting-clickable" aria-current="false">
+                {{ A_("Bus") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-summary-editor-{{ summary_editor.type }}-regular-tab" class="nav-link accounting-clickable" aria-current="false">
+                {{ A_("Regular") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-summary-editor-{{ summary_editor.type }}-annotation-tab" class="nav-link accounting-clickable" aria-current="false">
+                {{ A_("Annotation") }}
+              </span>
+            </li>
+          </ul>
+
+          {# A general summary with a tag #}
+          <div id="accounting-summary-editor-{{ summary_editor.type }}-general-page" aria-current="page" aria-labelledby="accounting-summary-editor-{{ summary_editor.type }}-general-tab">
+            <div class="form-floating mb-2">
+              <input id="accounting-summary-editor-{{ summary_editor.type }}-general-tag" class="form-control" type="text" value="" placeholder=" ">
+              <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-general-tag">{{ A_("Tag") }}</label>
+              <div id="accounting-summary-editor-{{ summary_editor.type }}-general-tag-error" class="invalid-feedback"></div>
+            </div>
+
+            <div>
+              {% for tag in summary_editor.general.tags %}
+                <button class="btn btn-outline-primary accounting-summary-editor-{{ summary_editor.type }}-general-btn-tag" type="button" tabindex="-1" data-value="{{ tag.name }}" data-accounts="{{ tag.account_codes|tojson|forceescape }}">
+                  {{ tag }}
+                </button>
+              {% endfor %}
+            </div>
+          </div>
+
+          {# A general trip with the origin and distination #}
+          <div id="accounting-summary-editor-{{ summary_editor.type }}-travel-page" class="d-none" aria-current="false" aria-labelledby="accounting-summary-editor-{{ summary_editor.type }}-travel-tab">
+            <div class="form-floating mb-2">
+              <input id="accounting-summary-editor-{{ summary_editor.type }}-travel-tag" class="form-control" type="text" value="" placeholder=" ">
+              <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-travel-tag">{{ A_("Tag") }}</label>
+              <div id="accounting-summary-editor-{{ summary_editor.type }}-travel-tag-error" class="invalid-feedback"></div>
+            </div>
+
+            <div>
+              {% for tag in summary_editor.travel.tags %}
+                <button class="btn btn-outline-primary accounting-summary-editor-{{ summary_editor.type }}-travel-btn-tag" type="button" tabindex="-1" data-value="{{ tag.name }}" data-accounts="{{ tag.account_codes|tojson|forceescape }}">
+                  {{ tag }}
+                </button>
+              {% endfor %}
+            </div>
+
+            <div class="d-flex justify-content-between mt-2">
+              <div class="form-floating">
+                <input id="accounting-summary-editor-{{ summary_editor.type }}-travel-from" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-travel-from">{{ A_("From") }}</label>
+                <div id="accounting-summary-editor-{{ summary_editor.type }}-travel-from-error" class="invalid-feedback"></div>
+              </div>
+              <div class="btn-group-vertical ms-1 me-1">
+                <button class="btn btn-primary accounting-summary-editor-{{ summary_editor.type }}-travel-direction accounting-default" type="button" tabindex="-1" data-arrow="&rarr;">&rarr;</button>
+                <button class="btn btn-outline-primary accounting-summary-editor-{{ summary_editor.type }}-travel-direction" type="button" tabindex="-1" data-arrow="&harr;">&harr;</button>
+              </div>
+              <div class="form-floating">
+                <input id="accounting-summary-editor-{{ summary_editor.type }}-travel-to" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-travel-to">{{ A_("To") }}</label>
+                <div id="accounting-summary-editor-{{ summary_editor.type }}-travel-to-error" class="invalid-feedback"></div>
+              </div>
+            </div>
+          </div>
+
+          {# A bus trip with the route name or route number, the origin and distination #}
+          <div id="accounting-summary-editor-{{ summary_editor.type }}-bus-page" class="d-none" aria-current="false" aria-labelledby="accounting-summary-editor-{{ summary_editor.type }}-bus-tab">
+            <div class="d-flex justify-content-between mb-2">
+              <div class="form-floating me-2">
+                <input id="accounting-summary-editor-{{ summary_editor.type }}-bus-tag" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-bus-tag">{{ A_("Tag") }}</label>
+                <div id="accounting-summary-editor-{{ summary_editor.type }}-bus-tag-error" class="invalid-feedback"></div>
+              </div>
+              <div class="form-floating">
+                <input id="accounting-summary-editor-{{ summary_editor.type }}-bus-route" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-bus-route">{{ A_("Route") }}</label>
+                <div id="accounting-summary-editor-{{ summary_editor.type }}-bus-route-error" class="invalid-feedback"></div>
+              </div>
+            </div>
+
+            <div>
+              {% for tag in summary_editor.bus.tags %}
+                <button class="btn btn-outline-primary accounting-summary-editor-{{ summary_editor.type }}-bus-btn-tag" type="button" tabindex="-1" data-value="{{ tag.name }}" data-accounts="{{ tag.account_codes|tojson|forceescape }}">
+                  {{ tag }}
+                </button>
+              {% endfor %}
+            </div>
+
+            <div class="d-flex justify-content-between mt-2">
+              <div class="form-floating me-2">
+                <input id="accounting-summary-editor-{{ summary_editor.type }}-bus-from" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-bus-from">{{ A_("From") }}</label>
+                <div id="accounting-summary-editor-{{ summary_editor.type }}-bus-from-error" class="invalid-feedback"></div>
+              </div>
+              <div class="form-floating">
+                <input id="accounting-summary-editor-{{ summary_editor.type }}-bus-to" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-bus-to">{{ A_("To") }}</label>
+                <div id="accounting-summary-editor-{{ summary_editor.type }}-bus-to-error" class="invalid-feedback"></div>
+              </div>
+            </div>
+          </div>
+
+          {# A regular income or payment #}
+          <div id="accounting-summary-editor-{{ summary_editor.type }}-regular-page" class="d-none" aria-current="false" aria-labelledby="accounting-summary-editor-{{ summary_editor.type }}-regular-tab">
+            {# TODO: To be done #}
+          </div>
+
+          {# The annotation #}
+          <div id="accounting-summary-editor-{{ summary_editor.type }}-annotation-page" class="d-none" aria-current="false" aria-labelledby="accounting-summary-editor-{{ summary_editor.type }}-annotation-tab">
+            <div class="form-floating">
+              <input id="accounting-summary-editor-{{ summary_editor.type }}-annotation-number" class="form-control" type="number" min="1" value="" placeholder=" ">
+              <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-annotation-number">{{ A_("The number of items") }}</label>
+              <div id="accounting-summary-editor-{{ summary_editor.type }}-annotation-number-error" class="invalid-feedback"></div>
+            </div>
+
+            <div class="form-floating mt-2">
+              <input id="accounting-summary-editor-{{ summary_editor.type }}-annotation-note" class="form-control" type="text" value="" placeholder=" ">
+              <label class="form-label" for="accounting-summary-editor-{{ summary_editor.type }}-annotation-note">{{ A_("Note") }}</label>
+              <div id="accounting-summary-editor-{{ summary_editor.type }}-annotation-note-error" class="invalid-feedback"></div>
+            </div>
+          </div>
+
+          {# The suggested accounts #}
+          <div class="mt-3">
+            {% for account in summary_editor.accounts %}
+              <button class="btn btn-outline-primary d-none accounting-summary-editor-{{ summary_editor.type }}-account" type="button" data-code="{{ account.code }}" data-text="{{ account }}">
+                {{ account }}
+              </button>
+            {% endfor %}
+          </div>
+        </div>
+        <div class="modal-footer">
+          <button class="btn btn-secondary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Cancel") }}</button>
+          <button id="accounting-summary-editor-{{ summary_editor.type }}-btn-save" type="submit" class="btn btn-primary">{{ A_("Save") }}</button>
+        </div>
+      </div>
+    </div>
+  </div>
+</form>

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

@@ -21,6 +21,13 @@ First written: 2023/2/26
 #}
 {% extends "accounting/transaction/include/detail.html" %}
 
+{% block to_transfer %}
+  <a class="btn btn-primary" href="{{ url_for("accounting.transaction.edit", txn=obj)|accounting_txn_to_transfer|accounting_inherit_next }}">
+    <i class="fa-solid fa-bars-staggered"></i>
+    {{ A_("To Transfer") }}
+  </a>
+{% endblock %}
+
 {% block transaction_currencies %}
   {% for currency in obj.currencies %}
     <div class="mb-3">
@@ -37,14 +44,14 @@ First written: 2023/2/26
                   <div>{{ entry.summary }}</div>
                 {% endif %}
               </div>
-              <div>{{ entry.amount|accounting_txn_format_amount }}</div>
+              <div>{{ entry.amount|accounting_format_amount }}</div>
             </div>
           </li>
         {% endfor %}
         <li class="list-group-item accounting-transaction-entry accounting-transaction-entry-total">
           <div class="d-flex justify-content-between">
-            <div>{{ _("Total") }}</div>
-            <div>{{ currency.debit_total|accounting_txn_format_amount }}</div>
+            <div>{{ A_("Total") }}</div>
+            <div>{{ currency.debit_total|accounting_format_amount }}</div>
           </div>
         </li>
       </ul>

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

@@ -25,7 +25,7 @@ First written: 2023/2/25
     <div class="d-flex justify-content-between mt-2 mb-3">
       <div class="form-floating accounting-currency-content">
         <select id="accounting-currency-{{ currency_index }}-code" class="form-select" name="currency-{{ currency_index }}-code">
-          {% for currency in accounting_txn_currency_options() %}
+          {% for currency in accounting_currency_options() %}
             <option value="{{ currency.code }}" {% if currency.code == currency_code_data %} selected="selected" {% endif %}>{{ currency }}</option>
           {% endfor %}
         </select>
@@ -55,9 +55,9 @@ First written: 2023/2/25
                     account_text = entry_form.account_text,
                     summary_data = "" if entry_form.summary.data is none else entry_form.summary.data,
                     summary_errors = entry_form.summary.errors,
-                    amount_data = "" if entry_form.amount.data is none else entry_form.amount.data,
+                    amount_data = "" if entry_form.amount.data is none else entry_form.amount.data|accounting_txn_format_amount_input,
                     amount_errors = entry_form.amount.errors,
-                    amount_text = entry_form.amount.data|accounting_txn_format_amount,
+                    amount_text = entry_form.amount.data|accounting_format_amount,
                     entry_errors = entry_form.all_errors %}
               {% include "accounting/transaction/include/form-entry-item.html" %}
             {% endwith %}
@@ -70,7 +70,7 @@ First written: 2023/2/25
         </div>
 
         <div>
-          <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="credit" data-entry-index="new" data-account-modal="#accounting-credit-account-selector-modal" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+          <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="credit" data-entry-index="new" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
             <i class="fas fa-plus"></i>
             {{ A_("New") }}
           </button>

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

@@ -31,20 +31,26 @@ First written: 2023/2/25
               currency_code_errors = currency_form.code.errors,
               credit_forms = currency_form.credit,
               credit_errors = currency_form.credit_errors,
-              credit_total = currency_form.form.credit_total|accounting_txn_format_amount %}
+              credit_total = currency_form.form.credit_total|accounting_format_amount %}
         {% include "accounting/transaction/income/include/form-currency-item.html" %}
       {% endwith %}
     {% endfor %}
   {% else %}
     {% with currency_index = 1,
             only_one_currency_form = True,
-            currency_code_data = accounting_txn_default_currency_code(),
+            currency_code_data = accounting_default_currency_code(),
             credit_total = "-" %}
       {% include "accounting/transaction/income/include/form-currency-item.html" %}
     {% endwith %}
   {% endif %}
 {% endblock %}
 
-{% block account_selector_modals %}
-  {% include "accounting/transaction/include/credit-account-modal.html" %}
+{% block form_modals %}
+  {% with summary_editor = form.summary_editor.credit %}
+    {% include "accounting/transaction/include/summary-editor-modal.html" %}
+  {% endwith %}
+  {% with entry_type = "credit",
+          account_options = form.credit_account_options %}
+    {% include "accounting/transaction/include/account-selector-modal.html" %}
+  {% endwith %}
 {% endblock %}

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

@@ -85,7 +85,7 @@ First written: 2023/2/18
   <div class="list-group">
   {% for item in list %}
     <a class="list-group-item list-group-item-action" href="{{ url_for("accounting.transaction.detail", txn=item)|accounting_append_next }}">
-      {{ item.date|accounting_txn_format_date }} {{ item }}
+      {{ item.date|accounting_format_date }} {{ item }}
     </a>
   {% endfor %}
   </div>

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

@@ -40,14 +40,14 @@ First written: 2023/2/26
                       <div>{{ entry.summary }}</div>
                     {% endif %}
                   </div>
-                  <div>{{ entry.amount|accounting_txn_format_amount }}</div>
+                  <div>{{ entry.amount|accounting_format_amount }}</div>
                 </div>
               </li>
             {% endfor %}
             <li class="list-group-item accounting-transaction-entry accounting-transaction-entry-total">
               <div class="d-flex justify-content-between">
-                <div>{{ _("Total") }}</div>
-                <div>{{ currency.debit_total|accounting_txn_format_amount }}</div>
+                <div>{{ A_("Total") }}</div>
+                <div>{{ currency.debit_total|accounting_format_amount }}</div>
               </div>
             </li>
           </ul>
@@ -66,14 +66,14 @@ First written: 2023/2/26
                       <div>{{ entry.summary }}</div>
                     {% endif %}
                   </div>
-                  <div>{{ entry.amount|accounting_txn_format_amount }}</div>
+                  <div>{{ entry.amount|accounting_format_amount }}</div>
                 </div>
               </li>
             {% endfor %}
             <li class="list-group-item accounting-transaction-entry accounting-transaction-entry-total">
               <div class="d-flex justify-content-between">
-                <div>{{ _("Total") }}</div>
-                <div>{{ currency.debit_total|accounting_txn_format_amount }}</div>
+                <div>{{ A_("Total") }}</div>
+                <div>{{ currency.debit_total|accounting_format_amount }}</div>
               </div>
             </li>
           </ul>

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

@@ -25,7 +25,7 @@ First written: 2023/2/25
     <div class="d-flex justify-content-between mt-2 mb-3">
       <div class="form-floating accounting-currency-content">
         <select id="accounting-currency-{{ currency_index }}-code" class="form-select" name="currency-{{ currency_index }}-code">
-          {% for currency in accounting_txn_currency_options() %}
+          {% for currency in accounting_currency_options() %}
             <option value="{{ currency.code }}" {% if currency.code == currency_code_data %} selected="selected" {% endif %}>{{ currency }}</option>
           {% endfor %}
         </select>
@@ -57,9 +57,9 @@ First written: 2023/2/25
                       account_text = entry_form.account_text,
                       summary_data = "" if entry_form.summary.data is none else entry_form.summary.data,
                       summary_errors = entry_form.summary.errors,
-                      amount_data = "" if entry_form.amount.data is none else entry_form.amount.data,
+                      amount_data = "" if entry_form.amount.data is none else entry_form.amount.data|accounting_txn_format_amount_input,
                       amount_errors = entry_form.amount.errors,
-                      amount_text = entry_form.amount.data|accounting_txn_format_amount,
+                      amount_text = entry_form.amount.data|accounting_format_amount,
                       entry_errors = entry_form.all_errors %}
                 {% include "accounting/transaction/include/form-entry-item.html" %}
               {% endwith %}
@@ -72,7 +72,7 @@ First written: 2023/2/25
           </div>
 
           <div>
-            <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="debit" data-entry-index="new" data-account-modal="#accounting-debit-account-selector-modal" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+            <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="debit" data-entry-index="new" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
               <i class="fas fa-plus"></i>
               {{ A_("New") }}
             </button>
@@ -97,9 +97,9 @@ First written: 2023/2/25
                       account_text = entry_form.account_text,
                       summary_data = "" if entry_form.summary.data is none else entry_form.summary.data,
                       summary_errors = entry_form.summary.errors,
-                      amount_data = "" if entry_form.amount.data is none else entry_form.amount.data,
+                      amount_data = "" if entry_form.amount.data is none else entry_form.amount.data|accounting_txn_format_amount_input,
                       amount_errors = entry_form.amount.errors,
-                      amount_text = entry_form.amount.data|accounting_txn_format_amount,
+                      amount_text = entry_form.amount.data|accounting_format_amount,
                       entry_errors = entry_form.all_errors %}
                 {% include "accounting/transaction/include/form-entry-item.html" %}
               {% endwith %}
@@ -112,7 +112,7 @@ First written: 2023/2/25
           </div>
 
           <div>
-            <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="credit" data-entry-index="new" data-account-modal="#accounting-credit-account-selector-modal" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+            <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="credit" data-entry-index="new" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
               <i class="fas fa-plus"></i>
               {{ A_("New") }}
             </button>

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

@@ -31,17 +31,17 @@ First written: 2023/2/25
               currency_code_errors = currency_form.code.errors,
               debit_forms = currency_form.debit,
               debit_errors = currency_form.debit_errors,
-              debit_total = currency_form.form.debit_total|accounting_txn_format_amount,
+              debit_total = currency_form.form.debit_total|accounting_format_amount,
               credit_forms = currency_form.credit,
               credit_errors = currency_form.credit_errors,
-              credit_total = currency_form.form.credit_total|accounting_txn_format_amount %}
+              credit_total = currency_form.form.credit_total|accounting_format_amount %}
         {% include "accounting/transaction/transfer/include/form-currency-item.html" %}
       {% endwith %}
     {% endfor %}
   {% else %}
     {% with currency_index = 1,
             only_one_currency_form = True,
-            currency_code_data = accounting_txn_default_currency_code(),
+            currency_code_data = accounting_default_currency_code(),
             debit_total = "-",
             credit_total = "-" %}
       {% include "accounting/transaction/transfer/include/form-currency-item.html" %}
@@ -49,7 +49,19 @@ First written: 2023/2/25
   {% endif %}
 {% endblock %}
 
-{% block account_selector_modals %}
-  {% include "accounting/transaction/include/debit-account-modal.html" %}
-  {% include "accounting/transaction/include/credit-account-modal.html" %}
+{% block form_modals %}
+  {% with summary_editor = form.summary_editor.debit %}
+    {% include "accounting/transaction/include/summary-editor-modal.html" %}
+  {% endwith %}
+  {% with summary_editor = form.summary_editor.credit %}
+    {% include "accounting/transaction/include/summary-editor-modal.html" %}
+  {% endwith %}
+  {% with entry_type = "debit",
+          account_options = form.debit_account_options %}
+    {% include "accounting/transaction/include/account-selector-modal.html" %}
+  {% endwith %}
+  {% with entry_type = "credit",
+          account_options = form.credit_account_options %}
+    {% include "accounting/transaction/include/account-selector-modal.html" %}
+  {% endwith %}
 {% endblock %}

src/accounting/transaction/dispatcher.py

@@ -14,7 +14,7 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The transaction type dispatcher.
+"""The view dispatcher for different transaction types.
 
 """
 import typing as t
@@ -26,7 +26,7 @@ from flask_wtf import FlaskForm
 from accounting.models import Transaction
 from .forms import TransactionForm, IncomeTransactionForm, \
     ExpenseTransactionForm, TransferTransactionForm
-from .template import default_currency_code
+from accounting.template_globals import default_currency_code
 
 
 class TransactionType(ABC):

src/accounting/transaction/forms.py

@@ -37,6 +37,7 @@ from accounting import db
 from accounting.locale import lazy_gettext
 from accounting.models import Transaction, Account, JournalEntry, \
     TransactionCurrency, Currency
+from accounting.transaction.summary_editor import SummaryEditor
 from accounting.utils.random_id import new_id
 from accounting.utils.strip_text import strip_text, strip_multiline_text
 from accounting.utils.user import get_current_user_pk
@@ -114,6 +115,35 @@ class IsDebitAccount:
             "This account is not for debit entries."))
 
 
+class AccountOption:
+    """An account option."""
+
+    def __init__(self, account: Account):
+        """Constructs an account option.
+
+        :param account: The account.
+        """
+        self.__account: Account = account
+        self.id: str = account.id
+        self.code: str = account.code
+        self.is_in_use: bool = False
+
+    def __str__(self) -> str:
+        """Returns the string representation of the account option.
+
+        :return: The string representation of the account option.
+        """
+        return str(self.__account)
+
+    @property
+    def query_values(self) -> list[str]:
+        """Returns the values to be queried.
+
+        :return: The values to be queried.
+        """
+        return self.__account.query_values
+
+
 class JournalEntryForm(FlaskForm):
     """The base form to create or edit a journal entry."""
     eid = IntegerField()
@@ -284,13 +314,11 @@ class TransactionForm(FlaskForm):
         self.__set_date(obj, self.date.data)
         obj.note = self.note.data
 
-        entries: list[JournalEntry] = obj.entries
         collector_cls: t.Type[JournalEntryCollector] = self.collector
-        collector: collector_cls = collector_cls(self, obj.id, entries,
-                                                 obj.currencies)
+        collector: collector_cls = collector_cls(self, obj)
         collector.collect()
 
-        to_delete: set[int] = {x.id for x in entries
+        to_delete: set[int] = {x.id for x in obj.entries
                                if x.id not in collector.to_keep}
         if len(to_delete) > 0:
             JournalEntry.query.filter(JournalEntry.id.in_(to_delete)).delete()
@@ -322,49 +350,54 @@ class TransactionForm(FlaskForm):
             obj.no = count + 1
 
     @property
-    def debit_account_options(self) -> list[Account]:
+    def debit_account_options(self) -> list[AccountOption]:
         """The selectable debit accounts.
 
         :return: The selectable debit accounts.
         """
-        accounts: list[Account] = Account.debit()
-        in_use: set[int] = self.__get_in_use_account_id()
+        accounts: list[AccountOption] \
+            = [AccountOption(x) for x in Account.debit()]
+        in_use: set[int] = set(db.session.scalars(
+            sa.select(JournalEntry.account_id)
+            .filter(JournalEntry.is_debit)
+            .group_by(JournalEntry.account_id)).all())
         for account in accounts:
             account.is_in_use = account.id in in_use
         return accounts
 
     @property
-    def credit_account_options(self) -> list[Account]:
+    def credit_account_options(self) -> list[AccountOption]:
         """The selectable credit accounts.
 
         :return: The selectable credit accounts.
         """
-        accounts: list[Account] = Account.credit()
-        in_use: set[int] = self.__get_in_use_account_id()
+        accounts: list[AccountOption] \
+            = [AccountOption(x) for x in Account.credit()]
+        in_use: set[int] = set(db.session.scalars(
+            sa.select(JournalEntry.account_id)
+            .filter(sa.not_(JournalEntry.is_debit))
+            .group_by(JournalEntry.account_id)).all())
         for account in accounts:
             account.is_in_use = account.id in in_use
         return accounts
 
-    def __get_in_use_account_id(self) -> set[int]:
-        """Returns the ID of the accounts that are in use.
-
-        :return: The ID of the accounts that are in use.
-        """
-        if self.__in_use_account_id is None:
-            self.__in_use_account_id = set(db.session.scalars(
-                sa.select(JournalEntry.account_id)
-                .group_by(JournalEntry.account_id)).all())
-        return self.__in_use_account_id
-
     @property
     def currencies_errors(self) -> list[str | LazyString]:
         """Returns the currency errors, without the errors in their sub-forms.
 
-        :return:
+        :return: The currency errors, without the errors in their sub-forms.
         """
         return [x for x in self.currencies.errors
                 if isinstance(x, str) or isinstance(x, LazyString)]
 
+    @property
+    def summary_editor(self) -> SummaryEditor:
+        """Returns the summary editor.
+
+        :return: The summary editor.
+        """
+        return SummaryEditor()
+
 
 T = t.TypeVar("T", bound=TransactionForm)
 """A transaction form variant."""
@@ -373,27 +406,24 @@ T = t.TypeVar("T", bound=TransactionForm)
 class JournalEntryCollector(t.Generic[T], ABC):
     """The journal entry collector."""
 
-    def __init__(self, form: T, txn_id: int, entries: list[JournalEntry],
-                 currencies: list[TransactionCurrency]):
+    def __init__(self, form: T, obj: Transaction):
         """Constructs the journal entry collector.
 
         :param form: The transaction form.
-        :param txn_id: The transaction ID.
-        :param entries: The existing journal entries.
-        :param currencies: The currencies in the transaction.
+        :param obj: The transaction.
         """
         self.form: T = form
         """The transaction form."""
-        self.entries: list[JournalEntry] = entries
+        self.__obj: Transaction = obj
+        """The transaction object."""
+        self.__entries: list[JournalEntry] = list(obj.entries)
         """The existing journal entries."""
-        self.txn_id: int = txn_id
-        """The transaction ID."""
         self.__entries_by_id: dict[int, JournalEntry] \
-            = {x.id: x for x in entries}
+            = {x.id: x for x in self.__entries}
         """A dictionary from the entry ID to their entries."""
-        self.__no_by_id: dict[int, int] = {x.id: x.no for x in entries}
+        self.__no_by_id: dict[int, int] = {x.id: x.no for x in self.__entries}
         """A dictionary from the entry number to their entries."""
-        self.__currencies: list[TransactionCurrency] = currencies
+        self.__currencies: list[TransactionCurrency] = obj.currencies
         """The currencies in the transaction."""
         self._debit_no: int = 1
         """The number index for the debit entries."""
@@ -420,7 +450,6 @@ class JournalEntryCollector(t.Generic[T], ABC):
         """
         entry: JournalEntry | None = self.__entries_by_id.get(form.eid.data)
         if entry is not None:
-            self.to_keep.add(entry.id)
             entry.currency_code = currency_code
             form.populate_obj(entry)
             entry.no = no
@@ -428,12 +457,12 @@ class JournalEntryCollector(t.Generic[T], ABC):
                 self.form.is_modified = True
         else:
             entry = JournalEntry()
-            entry.transaction_id = self.txn_id
             entry.currency_code = currency_code
             form.populate_obj(entry)
             entry.no = no
-            db.session.add(entry)
+            self.__obj.entries.append(entry)
             self.form.is_modified = True
+        self.to_keep.add(entry.id)
 
     def _make_cash_entry(self, forms: list[JournalEntryForm], is_debit: bool,
                          currency_code: str, no: int) -> None:
@@ -447,14 +476,13 @@ class JournalEntryCollector(t.Generic[T], ABC):
         :param no: The number of the entry.
         :return: None.
         """
-        candidates: list[JournalEntry] = [x for x in self.entries
+        candidates: list[JournalEntry] = [x for x in self.__entries
                                           if x.is_debit == is_debit
                                           and x.currency_code == currency_code]
         entry: JournalEntry
         if len(candidates) > 0:
             candidates.sort(key=lambda x: x.no)
             entry = candidates[0]
-            self.to_keep.add(entry.id)
             entry.account_id = Account.cash().id
             entry.summary = None
             entry.amount = sum([x.amount.data for x in forms])
@@ -464,15 +492,15 @@ class JournalEntryCollector(t.Generic[T], ABC):
         else:
             entry = JournalEntry()
             entry.id = new_id(JournalEntry)
-            entry.transaction_id = self.txn_id
             entry.is_debit = is_debit
             entry.currency_code = currency_code
             entry.account_id = Account.cash().id
             entry.summary = None
             entry.amount = sum([x.amount.data for x in forms])
             entry.no = no
-            db.session.add(entry)
+            self.__obj.entries.append(entry)
             self.form.is_modified = True
+        self.to_keep.add(entry.id)
 
     def _sort_entry_forms(self, forms: list[JournalEntryForm]) -> None:
         """Sorts the journal entry forms.

src/accounting/transaction/queries.py

@@ -14,7 +14,7 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The transaction query.
+"""The queries for the transaction management.
 
 """
 from datetime import datetime

src/accounting/transaction/summary_editor.py

@@ -0,0 +1,255 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/27
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The summary editor.
+
+"""
+import typing as t
+
+import sqlalchemy as sa
+
+from accounting import db
+from accounting.models import Account, JournalEntry
+
+
+class SummaryAccount:
+    """An account for a summary tag."""
+
+    def __init__(self, account: Account, freq: int):
+        """Constructs an account for a summary tag.
+
+        :param account: The account.
+        :param freq: The frequency of the tag with the account.
+        """
+        self.account: Account = account
+        """The account."""
+        self.id: int = account.id
+        """The account ID."""
+        self.code: str = account.code
+        """The account code."""
+        self.freq: int = freq
+        """The frequency of the tag with the account."""
+
+    def __str__(self) -> str:
+        """Returns the string representation of the account.
+
+        :return: The string representation of the account.
+        """
+        return str(self.account)
+
+    def add_freq(self, freq: int) -> None:
+        """Adds the frequency of an account.
+
+        :param freq: The frequency of the tag name with the account.
+        :return: None.
+        """
+        self.freq = self.freq + freq
+
+
+class SummaryTag:
+    """A summary tag."""
+
+    def __init__(self, name: str):
+        """Constructs a summary tag.
+
+        :param name: The tag name.
+        """
+        self.name: str = name
+        """The tag name."""
+        self.__account_dict: dict[int, SummaryAccount] = {}
+        """The accounts that come with the tag, in the order of their
+        frequency."""
+        self.freq: int = 0
+        """The frequency of the tag."""
+
+    def __str__(self) -> str:
+        """Returns the string representation of the tag.
+
+        :return: The string representation of the tag.
+        """
+        return self.name
+
+    def add_account(self, account: Account, freq: int):
+        """Adds an account.
+
+        :param account: The associated account.
+        :param freq: The frequency of the tag name with the account.
+        :return: None.
+        """
+        self.__account_dict[account.id] = SummaryAccount(account, freq)
+        self.freq = self.freq + freq
+
+    @property
+    def accounts(self) -> list[SummaryAccount]:
+        """Returns the accounts by the order of their frequencies.
+
+        :return: The accounts by the order of their frequencies.
+        """
+        return sorted(self.__account_dict.values(), key=lambda x: -x.freq)
+
+    @property
+    def account_codes(self) -> list[str]:
+        """Returns the account codes by the order of their frequencies.
+
+        :return: The account codes by the order of their frequencies.
+        """
+        return [x.code for x in self.accounts]
+
+
+class SummaryType:
+    """A summary type"""
+
+    def __init__(self, type_id: t.Literal["general", "travel", "bus"]):
+        """Constructs a summary type.
+
+        :param type_id: The type ID, either "general", "travel", or "bus".
+        """
+        self.id: t.Literal["general", "travel", "bus"] = type_id
+        """The type ID."""
+        self.__tag_dict: dict[str, SummaryTag] = {}
+        """A dictionary from the tag name to their corresponding tag."""
+
+    def add_tag(self, name: str, account: Account, freq: int) -> None:
+        """Adds a tag.
+
+        :param name: The tag name.
+        :param account: The associated account.
+        :param freq: The frequency of the tag name with the account.
+        :return: None.
+        """
+        if name not in self.__tag_dict:
+            self.__tag_dict[name] = SummaryTag(name)
+        self.__tag_dict[name].add_account(account, freq)
+
+    @property
+    def tags(self) -> list[SummaryTag]:
+        """Returns the tags by the order of their frequencies.
+
+        :return: The tags by the order of their frequencies.
+        """
+        return sorted(self.__tag_dict.values(), key=lambda x: -x.freq)
+
+
+class SummaryEntryType:
+    """A summary type"""
+
+    def __init__(self, entry_type_id: t.Literal["debit", "credit"]):
+        """Constructs a summary entry type.
+
+        :param entry_type_id: The entry type ID, either "debit" or "credit".
+        """
+        self.type: t.Literal["debit", "credit"] = entry_type_id
+        """The entry type."""
+        self.general: SummaryType = SummaryType("general")
+        """The general tags."""
+        self.travel: SummaryType = SummaryType("travel")
+        """The travel tags."""
+        self.bus: SummaryType = SummaryType("bus")
+        """The bus tags."""
+        self.__type_dict: dict[t.Literal["general", "travel", "bus"],
+                               SummaryType] \
+            = {x.id: x for x in {self.general, self.travel, self.bus}}
+        """A dictionary from the type ID to the corresponding tags."""
+
+    def add_tag(self, tag_type: t.Literal["general", "travel", "bus"],
+                name: str, account: Account, freq: int) -> None:
+        """Adds a tag.
+
+        :param tag_type: The tag type, either "general", "travel", or "bus".
+        :param name: The name.
+        :param account: The associated account.
+        :param freq: The frequency of the tag name with the account.
+        :return: None.
+        """
+        self.__type_dict[tag_type].add_tag(name, account, freq)
+
+    @property
+    def accounts(self) -> list[SummaryAccount]:
+        """Returns the suggested accounts of all tags in the summary editor in
+        the entry type, in their frequency order.
+
+        :return: The suggested accounts of all tags, in their frequency order.
+        """
+        accounts: dict[int, SummaryAccount] = {}
+        freq: dict[int, int] = {}
+        for tag_type in self.__type_dict.values():
+            for tag in tag_type.tags:
+                for account in tag.accounts:
+                    accounts[account.id] = account
+                    if account.id not in freq:
+                        freq[account.id] = 0
+                    freq[account.id] \
+                        = freq[account.id] + account.freq
+        return [accounts[y] for y in sorted(freq.keys(),
+                                            key=lambda x: -freq[x])]
+
+
+class SummaryEditor:
+    """The summary editor."""
+
+    def __init__(self):
+        """Constructs the summary editor."""
+        self.debit: SummaryEntryType = SummaryEntryType("debit")
+        """The debit tags."""
+        self.credit: SummaryEntryType = SummaryEntryType("credit")
+        """The credit tags."""
+        entry_type: sa.Label = sa.case((JournalEntry.is_debit, "debit"),
+                                       else_="credit").label("entry_type")
+        tag_type: sa.Label = sa.case(
+            (JournalEntry.summary.like("_%—_%—_%→_%"), "bus"),
+            (sa.or_(JournalEntry.summary.like("_%—_%→_%"),
+                    JournalEntry.summary.like("_%—_%↔_%")), "travel"),
+            else_="general").label("tag_type")
+        tag: sa.Label = get_prefix(JournalEntry.summary, "—").label("tag")
+        select: sa.Select = sa.Select(entry_type, tag_type, tag,
+                                      JournalEntry.account_id,
+                                      sa.func.count().label("freq"))\
+            .filter(JournalEntry.summary.is_not(None),
+                    JournalEntry.summary.like("_%—_%"))\
+            .group_by(entry_type, tag_type, tag, JournalEntry.account_id)
+        result: list[sa.Row] = db.session.execute(select).all()
+        accounts: dict[int, Account] \
+            = {x.id: x for x in Account.query
+               .filter(Account.id.in_({x.account_id for x in result})).all()}
+        entry_type_dict: dict[t.Literal["debit", "credit"], SummaryEntryType] \
+            = {x.type: x for x in {self.debit, self.credit}}
+        for row in result:
+            entry_type_dict[row.entry_type].add_tag(
+                row.tag_type, row.tag, accounts[row.account_id], row.freq)
+
+
+def get_prefix(string: str | sa.Column, separator: str | sa.Column) \
+        -> sa.Function:
+    """Returns the SQL function to find the prefix of a string.
+
+    :param string: The string.
+    :param separator: The separator.
+    :return: The position of the substring, starting from 1.
+    """
+    return sa.func.substr(string, 0, get_position(string, separator))
+
+
+def get_position(string: str | sa.Column, substring: str | sa.Column) \
+        -> sa.Function:
+    """Returns the SQL function to find the position of a substring.
+
+    :param string: The string.
+    :param substring: The substring.
+    :return: The position of the substring, starting from 1.
+    """
+    if db.engine.name == "postgresql":
+        return sa.func.strpos(string, substring)
+    return sa.func.instr(string, substring)

src/accounting/transaction/template_filters.py

@@ -0,0 +1,80 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/25
+
+#  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 template filters for the transaction management.
+
+"""
+from decimal import Decimal
+from html import escape
+from urllib.parse import ParseResult, urlparse, parse_qsl, urlencode, \
+    urlunparse
+
+from flask import request
+
+
+def with_type(uri: str) -> str:
+    """Adds the transaction type to the URI, if it is specified.
+
+    :param uri: The URI.
+    :return: The result URL, optionally with the transaction type added.
+    """
+    if "as" not in request.args:
+        return uri
+    uri_p: ParseResult = urlparse(uri)
+    params: list[tuple[str, str]] = parse_qsl(uri_p.query)
+    params = [x for x in params if x[0] != "as"]
+    params.append(("as", request.args["as"]))
+    parts: list[str] = list(uri_p)
+    parts[4] = urlencode(params)
+    return urlunparse(parts)
+
+
+def to_transfer(uri: str) -> str:
+    """Adds the transfer transaction type to the URI.
+
+    :param uri: The URI.
+    :return: The result URL, with the transfer transaction type added.
+    """
+    uri_p: ParseResult = urlparse(uri)
+    params: list[tuple[str, str]] = parse_qsl(uri_p.query)
+    params = [x for x in params if x[0] != "as"]
+    params.append(("as", "transfer"))
+    parts: list[str] = list(uri_p)
+    parts[4] = urlencode(params)
+    return urlunparse(parts)
+
+
+def format_amount_input(value: Decimal) -> str:
+    """Format an amount for an input value.
+
+    :param value: The amount.
+    :return: The formatted amount text for an input value.
+    """
+    whole: int = int(value)
+    frac: Decimal = (value - whole).normalize()
+    return str(whole) + str(frac)[1:]
+
+
+def text2html(value: str) -> str:
+    """Converts plain text into HTML.
+
+    :param value: The plain text.
+    :return: The HTML.
+    """
+    s: str = escape(value)
+    s = s.replace("\n", "<br>")
+    s = s.replace("  ", " &nbsp;")
+    return s

src/accounting/transaction/views.py

@@ -34,20 +34,18 @@ from accounting.utils.pagination import Pagination
 from accounting.utils.permission import has_permission, can_view, can_edit
 from accounting.utils.user import get_current_user_pk
 from .dispatcher import TransactionType, get_txn_type, TXN_TYPE_OBJ
-from .template import with_type, format_amount, format_date, text2html, \
-    currency_options, default_currency_code
 from .forms import sort_transactions_in, TransactionReorderForm
-from .query import get_transaction_query
+from .queries import get_transaction_query
+from .template_filters import with_type, to_transfer, format_amount_input, \
+    text2html
 
 bp: Blueprint = Blueprint("transaction", __name__)
 """The view blueprint for the transaction management."""
 bp.add_app_template_filter(with_type, "accounting_txn_with_type")
-bp.add_app_template_filter(format_amount, "accounting_txn_format_amount")
-bp.add_app_template_filter(format_date, "accounting_txn_format_date")
+bp.add_app_template_filter(to_transfer, "accounting_txn_to_transfer")
+bp.add_app_template_filter(format_amount_input,
+                           "accounting_txn_format_amount_input")
 bp.add_app_template_filter(text2html, "accounting_txn_text2html")
-bp.add_app_template_global(currency_options, "accounting_txn_currency_options")
-bp.add_app_template_global(default_currency_code,
-                           "accounting_txn_default_currency_code")
 
 
 @bp.get("", endpoint="list")

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

@@ -8,8 +8,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Mia! Accounting Flask 0.0.0\n"
 "Report-Msgid-Bugs-To: imacat@mail.imacat.idv.tw\n"
-"POT-Creation-Date: 2023-02-27 15:28+0800\n"
-"PO-Revision-Date: 2023-02-27 15:29+0800\n"
+"POT-Creation-Date: 2023-03-01 00:51+0800\n"
+"PO-Revision-Date: 2023-03-01 00:51+0800\n"
 "Last-Translator: imacat <imacat@mail.imacat.idv.tw>\n"
 "Language: zh_Hant\n"
 "Language-Team: zh_Hant <imacat@mail.imacat.idv.tw>\n"
@@ -61,23 +61,23 @@ msgstr "逐筆核銷"
 msgid "The account is added successfully"
 msgstr "科目加好了。"
 
-#: src/accounting/account/views.py:142
+#: src/accounting/account/views.py:141
 msgid "The account was not modified."
 msgstr "科目未異動。"
 
-#: src/accounting/account/views.py:148
+#: src/accounting/account/views.py:146
 msgid "The account is updated successfully."
 msgstr "科目存好了。"
 
-#: src/accounting/account/views.py:165
+#: src/accounting/account/views.py:162
 msgid "The account is deleted successfully."
 msgstr "科目刪掉了"
 
-#: src/accounting/account/views.py:192 src/accounting/transaction/views.py:210
+#: src/accounting/account/views.py:189 src/accounting/transaction/views.py:214
 msgid "The order was not modified."
 msgstr "順序未異動。"
 
-#: src/accounting/account/views.py:195 src/accounting/transaction/views.py:213
+#: src/accounting/account/views.py:192 src/accounting/transaction/views.py:217
 msgid "The order is updated successfully."
 msgstr "順序存好了。"
 
@@ -110,15 +110,15 @@ msgstr "請填上名稱。"
 msgid "The currency is added successfully"
 msgstr "貨幣加好了。"
 
-#: src/accounting/currency/views.py:145
+#: src/accounting/currency/views.py:144
 msgid "The currency was not modified."
 msgstr "貨幣未異動。"
 
-#: src/accounting/currency/views.py:151
+#: src/accounting/currency/views.py:149
 msgid "The currency is updated successfully."
 msgstr "貨幣存好了。"
 
-#: src/accounting/currency/views.py:167
+#: src/accounting/currency/views.py:164
 msgid "The currency is deleted successfully."
 msgstr "貨幣刪掉了"
 
@@ -126,33 +126,52 @@ msgstr "貨幣刪掉了"
 msgid "Please fill in the title."
 msgstr "請填上標題。"
 
-#: src/accounting/static/js/transaction-form.js:308
-#: src/accounting/static/js/transaction-form.js:764
-#: src/accounting/transaction/forms.py:46
+#: src/accounting/static/js/summary-helper.js:441
+#: src/accounting/static/js/summary-helper.js:512
+msgid "Please fill in the tag."
+msgstr "請填上標籤。"
+
+#: src/accounting/static/js/summary-helper.js:460
+#: src/accounting/static/js/summary-helper.js:550
+msgid "Please fill in the origin."
+msgstr "請填上起點。"
+
+#: src/accounting/static/js/summary-helper.js:479
+#: src/accounting/static/js/summary-helper.js:569
+msgid "Please fill in the destination."
+msgstr "請填上終點。"
+
+#: src/accounting/static/js/summary-helper.js:531
+msgid "Please fill in the route."
+msgstr "請填上路線名稱。"
+
+#: src/accounting/static/js/transaction-form.js:289
+#: src/accounting/static/js/transaction-form.js:611
+#: src/accounting/transaction/forms.py:47
 msgid "Please select the account."
 msgstr "請選擇科目。"
 
-#: src/accounting/static/js/transaction-form.js:344
-#: src/accounting/static/js/transaction-form.js:769
+#: src/accounting/static/js/transaction-form.js:324
+#: src/accounting/static/js/transaction-form.js:616
 msgid "Please fill in the amount."
 msgstr "請填上金額。"
 
-#: src/accounting/static/js/transaction-form.js:641
+#: src/accounting/static/js/transaction-form.js:488
 msgid "Please fill in the date."
 msgstr "請填上日期。"
 
-#: src/accounting/static/js/transaction-form.js:676
-#: src/accounting/transaction/forms.py:56
+#: src/accounting/static/js/transaction-form.js:523
+#: src/accounting/transaction/forms.py:57
 msgid "Please add some currencies."
 msgstr "請加上貨幣。"
 
-#: src/accounting/static/js/transaction-form.js:742
-#: src/accounting/transaction/forms.py:77
+#: src/accounting/static/js/transaction-form.js:589
+#: src/accounting/transaction/forms.py:78
 msgid "Please add some journal entries."
 msgstr "請加上分錄。"
 
-#: src/accounting/static/js/transaction-form.js:807
-#: src/accounting/transaction/forms.py:670
+#: src/accounting/static/js/transaction-form.js:654
+#: src/accounting/transaction/forms.py:672
 msgid "The totals of the debit and credit amounts do not match."
 msgstr "借方貸方合計不符。 "
 
@@ -167,7 +186,7 @@ msgstr "新增科目"
 #: src/accounting/templates/accounting/currency/detail.html:31
 #: src/accounting/templates/accounting/currency/include/form.html:33
 #: src/accounting/templates/accounting/transaction/include/detail.html:31
-#: src/accounting/templates/accounting/transaction/include/form.html:34
+#: src/accounting/templates/accounting/transaction/include/form.html:36
 #: src/accounting/templates/accounting/transaction/order.html:36
 msgid "Back"
 msgstr "回上頁"
@@ -185,7 +204,7 @@ msgstr "次序"
 
 #: src/accounting/templates/accounting/account/detail.html:46
 #: src/accounting/templates/accounting/currency/detail.html:42
-#: src/accounting/templates/accounting/transaction/include/detail.html:46
+#: src/accounting/templates/accounting/transaction/include/detail.html:47
 msgid "Delete"
 msgstr "刪除"
 
@@ -196,10 +215,10 @@ msgstr "科目刪除確認"
 #: src/accounting/templates/accounting/account/detail.html:70
 #: src/accounting/templates/accounting/account/include/form.html:91
 #: src/accounting/templates/accounting/currency/detail.html:66
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:27
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:27
-#: src/accounting/templates/accounting/transaction/include/detail.html:70
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:27
+#: src/accounting/templates/accounting/transaction/include/detail.html:71
 #: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:28
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:30
 msgid "Close"
 msgstr "關閉"
 
@@ -210,28 +229,28 @@ msgstr "你確定要刪掉這個科目嗎？"
 #: src/accounting/templates/accounting/account/detail.html:76
 #: src/accounting/templates/accounting/account/include/form.html:112
 #: src/accounting/templates/accounting/currency/detail.html:72
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:49
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:49
-#: src/accounting/templates/accounting/transaction/include/detail.html:76
-#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:52
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:49
+#: src/accounting/templates/accounting/transaction/include/detail.html:77
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:54
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:175
 msgid "Cancel"
 msgstr "取消"
 
 #: src/accounting/templates/accounting/account/detail.html:77
 #: src/accounting/templates/accounting/currency/detail.html:73
-#: src/accounting/templates/accounting/transaction/include/detail.html:77
+#: src/accounting/templates/accounting/transaction/include/detail.html:78
 msgid "Confirm"
 msgstr "確定"
 
 #: src/accounting/templates/accounting/account/detail.html:94
 #: src/accounting/templates/accounting/currency/detail.html:85
-#: src/accounting/templates/accounting/transaction/include/detail.html:106
+#: src/accounting/templates/accounting/transaction/include/detail.html:107
 msgid "Created"
 msgstr "建檔"
 
 #: src/accounting/templates/accounting/account/detail.html:95
 #: src/accounting/templates/accounting/currency/detail.html:86
-#: src/accounting/templates/accounting/transaction/include/detail.html:107
+#: src/accounting/templates/accounting/transaction/include/detail.html:108
 msgid "Updated"
 msgstr "更新"
 
@@ -255,7 +274,7 @@ msgstr "科目管理"
 #: src/accounting/templates/accounting/account/list.html:32
 #: src/accounting/templates/accounting/currency/list.html:32
 #: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:75
-#: src/accounting/templates/accounting/transaction/include/form.html:60
+#: src/accounting/templates/accounting/transaction/include/form.html:62
 #: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:75
 #: src/accounting/templates/accounting/transaction/list.html:37
 #: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:77
@@ -276,8 +295,7 @@ msgstr "桌機版檢索"
 #: src/accounting/templates/accounting/base-account/list.html:34
 #: src/accounting/templates/accounting/currency/list.html:40
 #: src/accounting/templates/accounting/currency/list.html:52
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:34
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:34
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:34
 #: src/accounting/templates/accounting/transaction/list.html:62
 #: src/accounting/templates/accounting/transaction/list.html:74
 msgid "Search"
@@ -294,8 +312,7 @@ msgstr "行動版檢索"
 #: src/accounting/templates/accounting/account/order.html:81
 #: src/accounting/templates/accounting/base-account/list.html:51
 #: src/accounting/templates/accounting/currency/list.html:77
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:46
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:46
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:46
 #: src/accounting/templates/accounting/transaction/list.html:93
 #: src/accounting/templates/accounting/transaction/order.html:80
 msgid "There is no data."
@@ -309,8 +326,9 @@ msgstr "%(base)s下的科目"
 #: src/accounting/templates/accounting/account/include/form.html:75
 #: src/accounting/templates/accounting/account/order.html:62
 #: src/accounting/templates/accounting/currency/include/form.html:57
-#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:53
-#: src/accounting/templates/accounting/transaction/include/form.html:76
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:55
+#: src/accounting/templates/accounting/transaction/include/form.html:78
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:176
 #: src/accounting/templates/accounting/transaction/order.html:61
 msgid "Save"
 msgstr "儲存"
@@ -337,8 +355,7 @@ msgstr "選擇基本科目"
 
 #: src/accounting/templates/accounting/account/include/form.html:114
 #: src/accounting/templates/accounting/account/include/form.html:116
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:50
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:50
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:50
 msgid "Clear"
 msgstr "清除"
 
@@ -375,23 +392,23 @@ msgstr "代碼"
 msgid "Name"
 msgstr "名稱"
 
-#: src/accounting/templates/accounting/include/nav.html:26
+#: src/accounting/templates/accounting/include/nav.html:27
 msgid "Accounting"
 msgstr "記帳"
 
-#: src/accounting/templates/accounting/include/nav.html:32
+#: src/accounting/templates/accounting/include/nav.html:33
 msgid "Transactions"
 msgstr "傳票"
 
-#: src/accounting/templates/accounting/include/nav.html:38
+#: src/accounting/templates/accounting/include/nav.html:39
 msgid "Accounts"
 msgstr "科目"
 
-#: src/accounting/templates/accounting/include/nav.html:44
+#: src/accounting/templates/accounting/include/nav.html:45
 msgid "Base Accounts"
 msgstr "基本科目"
 
-#: src/accounting/templates/accounting/include/nav.html:50
+#: src/accounting/templates/accounting/include/nav.html:51
 msgid "Currencies"
 msgstr "貨幣"
 
@@ -425,17 +442,22 @@ msgstr "%(date)s的傳票"
 msgid "Add a New Cash Expense Transaction"
 msgstr "新增現金支出傳票"
 
-#: src/accounting/templates/accounting/transaction/expense/detail.html:30
+#: src/accounting/templates/accounting/transaction/expense/detail.html:27
+#: src/accounting/templates/accounting/transaction/income/detail.html:27
+msgid "To Transfer"
+msgstr "改轉帳"
+
+#: src/accounting/templates/accounting/transaction/expense/detail.html:37
 #: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:45
-#: src/accounting/templates/accounting/transaction/include/form.html:52
-#: src/accounting/templates/accounting/transaction/income/detail.html:30
+#: src/accounting/templates/accounting/transaction/include/form.html:54
+#: src/accounting/templates/accounting/transaction/income/detail.html:37
 #: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:45
 msgid "Content"
 msgstr "內容"
 
-#: src/accounting/templates/accounting/transaction/expense/detail.html:46
+#: src/accounting/templates/accounting/transaction/expense/detail.html:53
 #: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:68
-#: src/accounting/templates/accounting/transaction/income/detail.html:46
+#: src/accounting/templates/accounting/transaction/income/detail.html:53
 #: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:68
 #: src/accounting/templates/accounting/transaction/transfer/detail.html:49
 #: src/accounting/templates/accounting/transaction/transfer/detail.html:75
@@ -457,6 +479,14 @@ msgstr "編輯%(txn)s"
 msgid "Currency"
 msgstr "貨幣"
 
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:26
+msgid "Select Account"
+msgstr "選擇科目"
+
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:44
+msgid "More…"
+msgstr "更多…"
+
 #: src/accounting/templates/accounting/transaction/include/add-new-material-fab.html:26
 msgid "Cash expense"
 msgstr "現金支出"
@@ -465,24 +495,11 @@ msgstr "現金支出"
 msgid "Cash income"
 msgstr "現金收入"
 
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:26
-msgid "Select Credit Account"
-msgstr "選擇貸方科目科目"
-
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:44
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:44
-msgid "More…"
-msgstr "更多…"
-
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:26
-msgid "Select Debit Account"
-msgstr "選擇借方科目"
-
-#: src/accounting/templates/accounting/transaction/include/detail.html:69
+#: src/accounting/templates/accounting/transaction/include/detail.html:70
 msgid "Delete Transaction Confirmation"
 msgstr "傳票刪除確認"
 
-#: src/accounting/templates/accounting/transaction/include/detail.html:73
+#: src/accounting/templates/accounting/transaction/include/detail.html:74
 msgid "Do you really want to delete this transaction?"
 msgstr "你確定要刪掉這張傳票嗎？"
 
@@ -495,21 +512,66 @@ msgid "Account"
 msgstr "科目"
 
 #: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:41
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:28
 msgid "Summary"
 msgstr "摘要"
 
-#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:47
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:49
 msgid "Amount"
 msgstr "金額"
 
-#: src/accounting/templates/accounting/transaction/include/form.html:46
+#: src/accounting/templates/accounting/transaction/include/form.html:48
 msgid "Date"
 msgstr "日期"
 
-#: src/accounting/templates/accounting/transaction/include/form.html:69
+#: src/accounting/templates/accounting/transaction/include/form.html:71
 msgid "Note"
 msgstr "備註"
 
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:39
+msgid "General"
+msgstr "一般"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:44
+msgid "Travel"
+msgstr "差旅"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:49
+msgid "Bus"
+msgstr "公車"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:54
+msgid "Regular"
+msgstr "帳單"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:59
+msgid "Number"
+msgstr "數量"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:67
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:84
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:119
+msgid "Tag"
+msgstr "標籤"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:99
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:140
+msgid "From"
+msgstr "從"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:108
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:145
+msgid "To"
+msgstr "至"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:124
+msgid "Route"
+msgstr "路線"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:160
+msgid "The number of items"
+msgstr "數量"
+
 #: src/accounting/templates/accounting/transaction/income/create.html:24
 msgid "Add a New Cash Income Transaction"
 msgstr "新增現金收入傳票"
@@ -528,63 +590,63 @@ msgstr "借方"
 msgid "Credit"
 msgstr "貸方"
 
-#: src/accounting/transaction/forms.py:44
+#: src/accounting/transaction/forms.py:45
 msgid "Please select the currency."
 msgstr "請選擇貨幣。"
 
-#: src/accounting/transaction/forms.py:67
+#: src/accounting/transaction/forms.py:68
 msgid "The currency does not exist."
 msgstr "沒有這個貨幣。"
 
-#: src/accounting/transaction/forms.py:88
+#: src/accounting/transaction/forms.py:89
 msgid "The account does not exist."
 msgstr "沒有這個科目。"
 
-#: src/accounting/transaction/forms.py:99
+#: src/accounting/transaction/forms.py:100
 msgid "Please fill in a positive amount."
 msgstr "金額請填正數。"
 
-#: src/accounting/transaction/forms.py:113
+#: src/accounting/transaction/forms.py:114
 msgid "This account is not for debit entries."
 msgstr "科目不是借方科目。"
 
-#: src/accounting/transaction/forms.py:200
+#: src/accounting/transaction/forms.py:201
 msgid "This account is not for credit entries."
 msgstr "科目不是貸方科目。"
 
-#: src/accounting/transaction/template.py:71
+#: src/accounting/transaction/template.py:97
 msgid "Today"
 msgstr "今天"
 
-#: src/accounting/transaction/template.py:73
+#: src/accounting/transaction/template.py:99
 msgid "Yesterday"
 msgstr "昨天"
 
-#: src/accounting/transaction/template.py:75
+#: src/accounting/transaction/template.py:101
 msgid "Tomorrow"
 msgstr "明天"
 
-#: src/accounting/transaction/template.py:79
+#: src/accounting/transaction/template.py:105
 msgid "The day before yesterday"
 msgstr "前天"
 
-#: src/accounting/transaction/template.py:81
+#: src/accounting/transaction/template.py:107
 msgid "The day after tomorrow"
 msgstr "後天"
 
-#: src/accounting/transaction/views.py:104
+#: src/accounting/transaction/views.py:108
 msgid "The transaction is added successfully"
 msgstr "傳票加好了。"
 
-#: src/accounting/transaction/views.py:158
+#: src/accounting/transaction/views.py:162
 msgid "The transaction was not modified."
 msgstr "傳票未異動。"
 
-#: src/accounting/transaction/views.py:163
+#: src/accounting/transaction/views.py:167
 msgid "The transaction is updated successfully."
 msgstr "傳票存好了。"
 
-#: src/accounting/transaction/views.py:179
+#: src/accounting/transaction/views.py:183
 msgid "The transaction is deleted successfully."
 msgstr "傳票刪掉了"
 

tests/test_account.py

@@ -62,7 +62,7 @@ stock: AccountData = AccountData("1121", 1, "Stock")
 loan: AccountData = AccountData("2112", 1, "Loan")
 """The loan account."""
 PREFIX: str = "/accounting/accounts"
-"""The URL prefix of the currency management."""
+"""The URL prefix for the account management."""
 
 
 class AccountCommandTestCase(unittest.TestCase):
@@ -409,9 +409,9 @@ class AccountTestCase(unittest.TestCase):
                               f"{stock.base_code}-002",
                               f"{stock.base_code}-003"})
 
-            stock_account: Account = Account.find_by_code(stock.code)
-            self.assertEqual(stock_account.base_code, stock.base_code)
-            self.assertEqual(stock_account.title_l10n, stock.title)
+            account: Account = Account.find_by_code(stock.code)
+            self.assertEqual(account.base_code, stock.base_code)
+            self.assertEqual(account.title_l10n, stock.title)
 
     def test_basic_update(self) -> None:
         """Tests the basic rules to update a user.
@@ -434,9 +434,9 @@ class AccountTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            cash_account: Account = Account.find_by_code(cash.code)
-            self.assertEqual(cash_account.base_code, cash.base_code)
-            self.assertEqual(cash_account.title_l10n, f"{cash.title}-1")
+            account: Account = Account.find_by_code(cash.code)
+            self.assertEqual(account.base_code, cash.base_code)
+            self.assertEqual(account.title_l10n, f"{cash.title}-1")
 
         # Empty base account code
         response = self.client.post(update_uri,
@@ -492,7 +492,7 @@ class AccountTestCase(unittest.TestCase):
         from accounting.models import Account
         detail_uri: str = f"{PREFIX}/{cash.code}"
         update_uri: str = f"{PREFIX}/{cash.code}/update"
-        cash_account: Account
+        account: Account
         response: httpx.Response
 
         response = self.client.post(update_uri,
@@ -503,11 +503,11 @@ class AccountTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            cash_account = Account.find_by_code(cash.code)
-            self.assertIsNotNone(cash_account)
-            cash_account.created_at \
-                = cash_account.created_at - timedelta(seconds=5)
-            cash_account.updated_at = cash_account.created_at
+            account = Account.find_by_code(cash.code)
+            self.assertIsNotNone(account)
+            account.created_at \
+                = account.created_at - timedelta(seconds=5)
+            account.updated_at = account.created_at
             db.session.commit()
 
         response = self.client.post(update_uri,
@@ -518,10 +518,10 @@ class AccountTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            cash_account = Account.find_by_code(cash.code)
-            self.assertIsNotNone(cash_account)
-            self.assertLess(cash_account.created_at,
-                            cash_account.updated_at)
+            account = Account.find_by_code(cash.code)
+            self.assertIsNotNone(account)
+            self.assertLess(account.created_at,
+                            account.updated_at)
 
     def test_created_updated_by(self) -> None:
         """Tests the created-by and updated-by record.
@@ -533,12 +533,13 @@ class AccountTestCase(unittest.TestCase):
         client, csrf_token = get_client(self.app, editor2_username)
         detail_uri: str = f"{PREFIX}/{cash.code}"
         update_uri: str = f"{PREFIX}/{cash.code}/update"
+        account: Account
         response: httpx.Response
 
         with self.app.app_context():
-            cash_account: Account = Account.find_by_code(cash.code)
-            self.assertEqual(cash_account.created_by.username, editor_username)
-            self.assertEqual(cash_account.updated_by.username, editor_username)
+            account = Account.find_by_code(cash.code)
+            self.assertEqual(account.created_by.username, editor_username)
+            self.assertEqual(account.updated_by.username, editor_username)
 
         response = client.post(update_uri,
                                data={"csrf_token": csrf_token,
@@ -548,10 +549,10 @@ class AccountTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            cash_account: Account = Account.find_by_code(cash.code)
-            self.assertEqual(cash_account.created_by.username,
+            account = Account.find_by_code(cash.code)
+            self.assertEqual(account.created_by.username,
                              editor_username)
-            self.assertEqual(cash_account.updated_by.username,
+            self.assertEqual(account.updated_by.username,
                              editor2_username)
 
     def test_l10n(self) -> None:
@@ -562,12 +563,13 @@ class AccountTestCase(unittest.TestCase):
         from accounting.models import Account
         detail_uri: str = f"{PREFIX}/{cash.code}"
         update_uri: str = f"{PREFIX}/{cash.code}/update"
+        account: Account
         response: httpx.Response
 
         with self.app.app_context():
-            cash_account: Account = Account.find_by_code(cash.code)
-            self.assertEqual(cash_account.title_l10n, cash.title)
-            self.assertEqual(cash_account.l10n, [])
+            account = Account.find_by_code(cash.code)
+            self.assertEqual(account.title_l10n, cash.title)
+            self.assertEqual(account.l10n, [])
 
         set_locale(self.client, self.csrf_token, "zh_Hant")
 
@@ -579,9 +581,9 @@ class AccountTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            cash_account: Account = Account.find_by_code(cash.code)
-            self.assertEqual(cash_account.title_l10n, cash.title)
-            self.assertEqual({(x.locale, x.title) for x in cash_account.l10n},
+            account = Account.find_by_code(cash.code)
+            self.assertEqual(account.title_l10n, cash.title)
+            self.assertEqual({(x.locale, x.title) for x in account.l10n},
                              {("zh_Hant", f"{cash.title}-zh_Hant")})
 
         set_locale(self.client, self.csrf_token, "en")
@@ -594,9 +596,9 @@ class AccountTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            cash_account: Account = Account.find_by_code(cash.code)
-            self.assertEqual(cash_account.title_l10n, f"{cash.title}-2")
-            self.assertEqual({(x.locale, x.title) for x in cash_account.l10n},
+            account = Account.find_by_code(cash.code)
+            self.assertEqual(account.title_l10n, f"{cash.title}-2")
+            self.assertEqual({(x.locale, x.title) for x in account.l10n},
                              {("zh_Hant", f"{cash.title}-zh_Hant")})
 
         set_locale(self.client, self.csrf_token, "zh_Hant")
@@ -609,9 +611,9 @@ class AccountTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            cash_account: Account = Account.find_by_code(cash.code)
-            self.assertEqual(cash_account.title_l10n, f"{cash.title}-2")
-            self.assertEqual({(x.locale, x.title) for x in cash_account.l10n},
+            account = Account.find_by_code(cash.code)
+            self.assertEqual(account.title_l10n, f"{cash.title}-2")
+            self.assertEqual({(x.locale, x.title) for x in account.l10n},
                              {("zh_Hant", f"{cash.title}-zh_Hant-2")})
 
     def test_delete(self) -> None:

tests/test_currency.py

@@ -55,7 +55,7 @@ zzc: CurrencyData = CurrencyData("ZZC", "Testing Dollar #C")
 zzd: CurrencyData = CurrencyData("ZZD", "Testing Dollar #D")
 """The fourth test currency."""
 PREFIX: str = "/accounting/currencies"
-"""The URL prefix of the currency management."""
+"""The URL prefix for the currency management."""
 
 
 class CurrencyCommandTestCase(unittest.TestCase):
@@ -342,9 +342,9 @@ class CurrencyTestCase(unittest.TestCase):
             self.assertEqual({x.code for x in Currency.query.all()},
                              {zza.code, zzb.code, zzc.code})
 
-            zzc_currency: Currency = db.session.get(Currency, zzc.code)
-            self.assertEqual(zzc_currency.code, zzc.code)
-            self.assertEqual(zzc_currency.name_l10n, zzc.name)
+            currency: Currency = db.session.get(Currency, zzc.code)
+            self.assertEqual(currency.code, zzc.code)
+            self.assertEqual(currency.name_l10n, zzc.name)
 
     def test_basic_update(self) -> None:
         """Tests the basic rules to update a user.
@@ -367,9 +367,9 @@ class CurrencyTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            zza_currency: Currency = db.session.get(Currency, zza.code)
-            self.assertEqual(zza_currency.code, zza.code)
-            self.assertEqual(zza_currency.name_l10n, f"{zza.name}-1")
+            currency: Currency = db.session.get(Currency, zza.code)
+            self.assertEqual(currency.code, zza.code)
+            self.assertEqual(currency.name_l10n, f"{zza.name}-1")
 
         # Empty code
         response = self.client.post(update_uri,
@@ -433,7 +433,7 @@ class CurrencyTestCase(unittest.TestCase):
         from accounting.models import Currency
         detail_uri: str = f"{PREFIX}/{zza.code}"
         update_uri: str = f"{PREFIX}/{zza.code}/update"
-        zza_currency: Currency
+        currency: Currency | None
         response: httpx.Response
 
         response = self.client.post(update_uri,
@@ -444,11 +444,11 @@ class CurrencyTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            zza_currency = db.session.get(Currency, zza.code)
-            self.assertIsNotNone(zza_currency)
-            zza_currency.created_at \
-                = zza_currency.created_at - timedelta(seconds=5)
-            zza_currency.updated_at = zza_currency.created_at
+            currency = db.session.get(Currency, zza.code)
+            self.assertIsNotNone(currency)
+            currency.created_at \
+                = currency.created_at - timedelta(seconds=5)
+            currency.updated_at = currency.created_at
             db.session.commit()
 
         response = self.client.post(update_uri,
@@ -459,10 +459,10 @@ class CurrencyTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            zza_currency = db.session.get(Currency, zza.code)
-            self.assertIsNotNone(zza_currency)
-            self.assertLess(zza_currency.created_at,
-                            zza_currency.updated_at)
+            currency = db.session.get(Currency, zza.code)
+            self.assertIsNotNone(currency)
+            self.assertLess(currency.created_at,
+                            currency.updated_at)
 
     def test_created_updated_by(self) -> None:
         """Tests the created-by and updated-by record.
@@ -474,12 +474,13 @@ class CurrencyTestCase(unittest.TestCase):
         client, csrf_token = get_client(self.app, editor2_username)
         detail_uri: str = f"{PREFIX}/{zza.code}"
         update_uri: str = f"{PREFIX}/{zza.code}/update"
+        currency: Currency
         response: httpx.Response
 
         with self.app.app_context():
-            zza_currency: Currency = db.session.get(Currency, zza.code)
-            self.assertEqual(zza_currency.created_by.username, editor_username)
-            self.assertEqual(zza_currency.updated_by.username, editor_username)
+            currency = db.session.get(Currency, zza.code)
+            self.assertEqual(currency.created_by.username, editor_username)
+            self.assertEqual(currency.updated_by.username, editor_username)
 
         response = client.post(update_uri,
                                data={"csrf_token": csrf_token,
@@ -489,9 +490,9 @@ class CurrencyTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            zza_currency: Currency = db.session.get(Currency, zza.code)
-            self.assertEqual(zza_currency.created_by.username, editor_username)
-            self.assertEqual(zza_currency.updated_by.username, editor2_username)
+            currency = db.session.get(Currency, zza.code)
+            self.assertEqual(currency.created_by.username, editor_username)
+            self.assertEqual(currency.updated_by.username, editor2_username)
 
     def test_api_exists(self) -> None:
         """Tests the API to check if a code exists.
@@ -522,12 +523,13 @@ class CurrencyTestCase(unittest.TestCase):
         from accounting.models import Currency
         detail_uri: str = f"{PREFIX}/{zza.code}"
         update_uri: str = f"{PREFIX}/{zza.code}/update"
+        currency: Currency
         response: httpx.Response
 
         with self.app.app_context():
-            zza_currency: Currency = db.session.get(Currency, zza.code)
-            self.assertEqual(zza_currency.name_l10n, zza.name)
-            self.assertEqual(zza_currency.l10n, [])
+            currency = db.session.get(Currency, zza.code)
+            self.assertEqual(currency.name_l10n, zza.name)
+            self.assertEqual(currency.l10n, [])
 
         set_locale(self.client, self.csrf_token, "zh_Hant")
 
@@ -539,9 +541,9 @@ class CurrencyTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            zza_currency: Currency = db.session.get(Currency, zza.code)
-            self.assertEqual(zza_currency.name_l10n, zza.name)
-            self.assertEqual({(x.locale, x.name) for x in zza_currency.l10n},
+            currency = db.session.get(Currency, zza.code)
+            self.assertEqual(currency.name_l10n, zza.name)
+            self.assertEqual({(x.locale, x.name) for x in currency.l10n},
                              {("zh_Hant", f"{zza.name}-zh_Hant")})
 
         set_locale(self.client, self.csrf_token, "en")
@@ -554,9 +556,9 @@ class CurrencyTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            zza_currency: Currency = db.session.get(Currency, zza.code)
-            self.assertEqual(zza_currency.name_l10n, f"{zza.name}-2")
-            self.assertEqual({(x.locale, x.name) for x in zza_currency.l10n},
+            currency = db.session.get(Currency, zza.code)
+            self.assertEqual(currency.name_l10n, f"{zza.name}-2")
+            self.assertEqual({(x.locale, x.name) for x in currency.l10n},
                              {("zh_Hant", f"{zza.name}-zh_Hant")})
 
         set_locale(self.client, self.csrf_token, "zh_Hant")
@@ -569,9 +571,9 @@ class CurrencyTestCase(unittest.TestCase):
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            zza_currency: Currency = db.session.get(Currency, zza.code)
-            self.assertEqual(zza_currency.name_l10n, f"{zza.name}-2")
-            self.assertEqual({(x.locale, x.name) for x in zza_currency.l10n},
+            currency = db.session.get(Currency, zza.code)
+            self.assertEqual(currency.name_l10n, f"{zza.name}-2")
+            self.assertEqual({(x.locale, x.name) for x in currency.l10n},
                              {("zh_Hant", f"{zza.name}-zh_Hant-2")})
 
     def test_delete(self) -> None:

tests/test_summary_editor.py

@@ -0,0 +1,327 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/28
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The test for the summary editor.
+
+"""
+import unittest
+from datetime import date
+
+from click.testing import Result
+from flask import Flask
+from flask.testing import FlaskCliRunner
+
+from test_site import create_app
+from testlib import get_client
+from testlib_txn import Accounts, NEXT_URI, add_txn
+
+
+class SummeryEditorTestCase(unittest.TestCase):
+    """The summary editor test case."""
+
+    def setUp(self) -> None:
+        """Sets up the test.
+        This is run once per test.
+
+        :return: None.
+        """
+        self.app: Flask = create_app(is_testing=True)
+
+        runner: FlaskCliRunner = self.app.test_cli_runner()
+        with self.app.app_context():
+            from accounting.models import BaseAccount, Transaction, \
+                JournalEntry
+            result: Result
+            result = runner.invoke(args="init-db")
+            self.assertEqual(result.exit_code, 0)
+            if BaseAccount.query.first() is None:
+                result = runner.invoke(args="accounting-init-base")
+                self.assertEqual(result.exit_code, 0)
+            result = runner.invoke(args=["accounting-init-currencies",
+                                         "-u", "editor"])
+            self.assertEqual(result.exit_code, 0)
+            result = runner.invoke(args=["accounting-init-accounts",
+                                         "-u", "editor"])
+            self.assertEqual(result.exit_code, 0)
+            Transaction.query.delete()
+            JournalEntry.query.delete()
+
+        self.client, self.csrf_token = get_client(self.app, "editor")
+
+    def test_summary_editor(self) -> None:
+        """Test the summary editor.
+
+        :return: None.
+        """
+        from accounting.transaction.summary_editor import SummaryEditor
+        for form in get_form_data(self.csrf_token):
+            add_txn(self.client, form)
+        with self.app.app_context():
+            editor: SummaryEditor = SummaryEditor()
+
+        # Debit-General
+        self.assertEqual(len(editor.debit.general.tags), 2)
+        self.assertEqual(editor.debit.general.tags[0].name, "Lunch")
+        self.assertEqual(len(editor.debit.general.tags[0].accounts), 2)
+        self.assertEqual(editor.debit.general.tags[0].accounts[0].code,
+                         Accounts.MEAL)
+        self.assertEqual(editor.debit.general.tags[0].accounts[1].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(editor.debit.general.tags[1].name, "Dinner")
+        self.assertEqual(len(editor.debit.general.tags[1].accounts), 2)
+        self.assertEqual(editor.debit.general.tags[1].accounts[0].code,
+                         Accounts.MEAL)
+        self.assertEqual(editor.debit.general.tags[1].accounts[1].code,
+                         Accounts.PAYABLE)
+
+        # Debit-Travel
+        self.assertEqual(len(editor.debit.travel.tags), 3)
+        self.assertEqual(editor.debit.travel.tags[0].name, "Bike")
+        self.assertEqual(len(editor.debit.travel.tags[0].accounts), 1)
+        self.assertEqual(editor.debit.travel.tags[0].accounts[0].code,
+                         Accounts.TRAVEL)
+        self.assertEqual(editor.debit.travel.tags[1].name, "Taxi")
+        self.assertEqual(len(editor.debit.travel.tags[1].accounts), 1)
+        self.assertEqual(editor.debit.travel.tags[1].accounts[0].code,
+                         Accounts.TRAVEL)
+        self.assertEqual(editor.debit.travel.tags[2].name, "Airplane")
+        self.assertEqual(len(editor.debit.travel.tags[2].accounts), 1)
+        self.assertEqual(editor.debit.travel.tags[2].accounts[0].code,
+                         Accounts.TRAVEL)
+
+        # Debit-Bus
+        self.assertEqual(len(editor.debit.bus.tags), 2)
+        self.assertEqual(editor.debit.bus.tags[0].name, "Train")
+        self.assertEqual(len(editor.debit.bus.tags[0].accounts), 1)
+        self.assertEqual(editor.debit.bus.tags[0].accounts[0].code,
+                         Accounts.TRAVEL)
+        self.assertEqual(editor.debit.bus.tags[1].name, "Bus")
+        self.assertEqual(len(editor.debit.bus.tags[1].accounts), 1)
+        self.assertEqual(editor.debit.bus.tags[1].accounts[0].code,
+                         Accounts.TRAVEL)
+
+        # Credit-General
+        self.assertEqual(len(editor.credit.general.tags), 2)
+        self.assertEqual(editor.credit.general.tags[0].name, "Lunch")
+        self.assertEqual(len(editor.credit.general.tags[0].accounts), 3)
+        self.assertEqual(editor.credit.general.tags[0].accounts[0].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(editor.credit.general.tags[0].accounts[1].code,
+                         Accounts.BANK)
+        self.assertEqual(editor.credit.general.tags[0].accounts[2].code,
+                         Accounts.CASH)
+        self.assertEqual(editor.credit.general.tags[1].name, "Dinner")
+        self.assertEqual(len(editor.credit.general.tags[1].accounts), 2)
+        self.assertEqual(editor.credit.general.tags[1].accounts[0].code,
+                         Accounts.BANK)
+        self.assertEqual(editor.credit.general.tags[1].accounts[1].code,
+                         Accounts.PAYABLE)
+
+        # Credit-Travel
+        self.assertEqual(len(editor.credit.travel.tags), 2)
+        self.assertEqual(editor.credit.travel.tags[0].name, "Bike")
+        self.assertEqual(len(editor.credit.travel.tags[0].accounts), 2)
+        self.assertEqual(editor.credit.travel.tags[0].accounts[0].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(editor.credit.travel.tags[0].accounts[1].code,
+                         Accounts.PREPAID)
+        self.assertEqual(editor.credit.travel.tags[1].name, "Taxi")
+        self.assertEqual(len(editor.credit.travel.tags[1].accounts), 2)
+        self.assertEqual(editor.credit.travel.tags[1].accounts[0].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(editor.credit.travel.tags[1].accounts[1].code,
+                         Accounts.CASH)
+
+        # Credit-Bus
+        self.assertEqual(len(editor.credit.bus.tags), 2)
+        self.assertEqual(editor.credit.bus.tags[0].name, "Train")
+        self.assertEqual(len(editor.credit.bus.tags[0].accounts), 2)
+        self.assertEqual(editor.credit.bus.tags[0].accounts[0].code,
+                         Accounts.PREPAID)
+        self.assertEqual(editor.credit.bus.tags[0].accounts[1].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(editor.credit.bus.tags[1].name, "Bus")
+        self.assertEqual(len(editor.credit.bus.tags[1].accounts), 1)
+        self.assertEqual(editor.credit.bus.tags[1].accounts[0].code,
+                         Accounts.PREPAID)
+
+
+def get_form_data(csrf_token: str) -> list[dict[str, str]]:
+    """Returns the form data for multiple transaction forms.
+
+    :param csrf_token: The CSRF token.
+    :return: A list of the form data.
+    """
+    txn_date: str = date.today().isoformat()
+    return [{"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-credit-0-account_code": Accounts.SERVICE,
+             "currency-0-credit-0-summary": " Salary ",
+             "currency-0-credit-0-amount": "2500"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.MEAL,
+             "currency-0-debit-0-summary": " Lunch—Fish ",
+             "currency-0-debit-0-amount": "4.7",
+             "currency-0-credit-0-account_code": Accounts.BANK,
+             "currency-0-credit-0-summary": " Lunch—Fish ",
+             "currency-0-credit-0-amount": "4.7",
+             "currency-0-debit-1-account_code": Accounts.MEAL,
+             "currency-0-debit-1-summary": " Lunch—Fries ",
+             "currency-0-debit-1-amount": "2.15",
+             "currency-0-credit-1-account_code": Accounts.PAYABLE,
+             "currency-0-credit-1-summary": " Lunch—Fries ",
+             "currency-0-credit-1-amount": "2.15",
+             "currency-0-debit-2-account_code": Accounts.MEAL,
+             "currency-0-debit-2-summary": " Dinner—Hamburger ",
+             "currency-0-debit-2-amount": "4.25",
+             "currency-0-credit-2-account_code": Accounts.BANK,
+             "currency-0-credit-2-summary": " Dinner—Hamburger ",
+             "currency-0-credit-2-amount": "4.25"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.MEAL,
+             "currency-0-debit-0-summary": " Lunch—Salad ",
+             "currency-0-debit-0-amount": "4.99",
+             "currency-0-credit-0-account_code": Accounts.CASH,
+             "currency-0-credit-0-summary": " Lunch—Salad ",
+             "currency-0-credit-0-amount": "4.99",
+             "currency-0-debit-1-account_code": Accounts.MEAL,
+             "currency-0-debit-1-summary": " Dinner—Steak  ",
+             "currency-0-debit-1-amount": "8.28",
+             "currency-0-credit-1-account_code": Accounts.PAYABLE,
+             "currency-0-credit-1-summary": " Dinner—Steak ",
+             "currency-0-credit-1-amount": "8.28"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.MEAL,
+             "currency-0-debit-0-summary": " Lunch—Pizza  ",
+             "currency-0-debit-0-amount": "5.49",
+             "currency-0-credit-0-account_code": Accounts.PAYABLE,
+             "currency-0-credit-0-summary": " Lunch—Pizza ",
+             "currency-0-credit-0-amount": "5.49",
+             "currency-0-debit-1-account_code": Accounts.MEAL,
+             "currency-0-debit-1-summary": " Lunch—Noodles ",
+             "currency-0-debit-1-amount": "7.47",
+             "currency-0-credit-1-account_code": Accounts.PAYABLE,
+             "currency-0-credit-1-summary": " Lunch—Noodles ",
+             "currency-0-credit-1-amount": "7.47"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.TRAVEL,
+             "currency-0-debit-0-summary": " Airplane—Lake City↔Hill Town ",
+             "currency-0-debit-0-amount": "800"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.TRAVEL,
+             "currency-0-debit-0-summary": " Bus—323—Downtown→Museum ",
+             "currency-0-debit-0-amount": "2.5",
+             "currency-0-credit-0-account_code": Accounts.PREPAID,
+             "currency-0-credit-0-summary": " Bus—323—Downtown→Museum ",
+             "currency-0-credit-0-amount": "2.5",
+             "currency-0-debit-1-account_code": Accounts.TRAVEL,
+             "currency-0-debit-1-summary": " Train—Blue—Museum→Central ",
+             "currency-0-debit-1-amount": "3.2",
+             "currency-0-credit-1-account_code": Accounts.PREPAID,
+             "currency-0-credit-1-summary": " Train—Blue—Museum→Central ",
+             "currency-0-credit-1-amount": "3.2",
+             "currency-0-debit-2-account_code": Accounts.TRAVEL,
+             "currency-0-debit-2-summary": " Train—Green—Central→Mall ",
+             "currency-0-debit-2-amount": "3.2",
+             "currency-0-credit-2-account_code": Accounts.PREPAID,
+             "currency-0-credit-2-summary": " Train—Green—Central→Mall ",
+             "currency-0-credit-2-amount": "3.2",
+             "currency-0-debit-3-account_code": Accounts.TRAVEL,
+             "currency-0-debit-3-summary": " Train—Red—Mall→Museum ",
+             "currency-0-debit-3-amount": "4.4",
+             "currency-0-credit-3-account_code": Accounts.PAYABLE,
+             "currency-0-credit-3-summary": " Train—Red—Mall→Museum ",
+             "currency-0-credit-3-amount": "4.4"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.TRAVEL,
+             "currency-0-debit-0-summary": " Taxi—Museum→Office ",
+             "currency-0-debit-0-amount": "15.5",
+             "currency-0-credit-0-account_code": Accounts.CASH,
+             "currency-0-credit-0-summary": " Taxi—Museum→Office ",
+             "currency-0-credit-0-amount": "15.5",
+             "currency-0-debit-1-account_code": Accounts.TRAVEL,
+             "currency-0-debit-1-summary": " Taxi—Office→Restaurant ",
+             "currency-0-debit-1-amount": "12",
+             "currency-0-credit-1-account_code": Accounts.PAYABLE,
+             "currency-0-credit-1-summary": " Taxi—Office→Restaurant ",
+             "currency-0-credit-1-amount": "12",
+             "currency-0-debit-2-account_code": Accounts.TRAVEL,
+             "currency-0-debit-2-summary": " Taxi—Restaurant→City Hall ",
+             "currency-0-debit-2-amount": "8",
+             "currency-0-credit-2-account_code": Accounts.PAYABLE,
+             "currency-0-credit-2-summary": " Taxi—Restaurant→City Hall ",
+             "currency-0-credit-2-amount": "8",
+             "currency-0-debit-3-account_code": Accounts.TRAVEL,
+             "currency-0-debit-3-summary": " Bike—City Hall→Office ",
+             "currency-0-debit-3-amount": "3.5",
+             "currency-0-credit-3-account_code": Accounts.PAYABLE,
+             "currency-0-credit-3-summary": " Bike—City Hall→Office ",
+             "currency-0-credit-3-amount": "3.5",
+             "currency-0-debit-4-account_code": Accounts.TRAVEL,
+             "currency-0-debit-4-summary": " Bike—Restaurant→Office ",
+             "currency-0-debit-4-amount": "4",
+             "currency-0-credit-4-account_code": Accounts.PAYABLE,
+             "currency-0-credit-4-summary": " Bike—Restaurant→Office ",
+             "currency-0-credit-4-amount": "4",
+             "currency-0-debit-5-account_code": Accounts.TRAVEL,
+             "currency-0-debit-5-summary": " Bike—Office→Theatre ",
+             "currency-0-debit-5-amount": "1.5",
+             "currency-0-credit-5-account_code": Accounts.PAYABLE,
+             "currency-0-credit-5-summary": " Bike—Office→Theatre ",
+             "currency-0-credit-5-amount": "1.5",
+             "currency-0-debit-6-account_code": Accounts.TRAVEL,
+             "currency-0-debit-6-summary": " Bike—Theatre→Home ",
+             "currency-0-debit-6-amount": "5.5",
+             "currency-0-credit-6-account_code": Accounts.PREPAID,
+             "currency-0-credit-6-summary": " Bike—Theatre→Home ",
+             "currency-0-credit-6-amount": "5.5"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.PAYABLE,
+             "currency-0-debit-0-summary": " Dinner—Steak  ",
+             "currency-0-debit-0-amount": "8.28",
+             "currency-0-credit-0-account_code": Accounts.BANK,
+             "currency-0-credit-0-summary": " Dinner—Steak ",
+             "currency-0-credit-0-amount": "8.28",
+             "currency-0-debit-1-account_code": Accounts.PAYABLE,
+             "currency-0-debit-1-summary": " Lunch—Pizza ",
+             "currency-0-debit-1-amount": "5.49",
+             "currency-0-credit-1-account_code": Accounts.BANK,
+             "currency-0-credit-1-summary": " Lunch—Pizza  ",
+             "currency-0-credit-1-amount": "5.49"}]
+

tests/test_transaction.py

@@ -31,10 +31,10 @@ from testlib import get_client
 from testlib_txn import Accounts, get_add_form, get_unchanged_update_form, \
     get_update_form, match_txn_detail, set_negative_amount, \
     remove_debit_in_a_currency, remove_credit_in_a_currency, NEXT_URI, \
-    NON_EMPTY_NOTE, EMPTY_NOTE
+    NON_EMPTY_NOTE, EMPTY_NOTE, add_txn
 
 PREFIX: str = "/accounting/transactions"
-"""The URL prefix of the transaction management."""
+"""The URL prefix for the transaction management."""
 
 
 class CashIncomeTransactionTestCase(unittest.TestCase):
@@ -75,7 +75,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "nobody")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -110,7 +110,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "viewer")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -144,7 +144,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         update_form: dict[str, str] = self.__get_update_form(txn_id)
         response: httpx.Response
@@ -326,7 +326,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         edit_uri: str = f"{PREFIX}/{txn_id}/edit?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
@@ -479,7 +479,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
         txn: Transaction
@@ -513,7 +513,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         editor_username, editor2_username = "editor", "editor2"
         client, csrf_token = get_client(self.app, editor2_username)
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
@@ -542,7 +542,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         delete_uri: str = f"{PREFIX}/{txn_id}/delete"
         response: httpx.Response
@@ -562,17 +562,6 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
                                           "next": NEXT_URI})
         self.assertEqual(response.status_code, 404)
 
-    def __add_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/income"
-        form: dict[str, str] = self.__get_add_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -647,7 +636,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "nobody")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -682,7 +671,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "viewer")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -716,7 +705,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         update_form: dict[str, str] = self.__get_update_form(txn_id)
         response: httpx.Response
@@ -901,7 +890,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         edit_uri: str = f"{PREFIX}/{txn_id}/edit?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
@@ -1058,7 +1047,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
         txn: Transaction
@@ -1092,7 +1081,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         editor_username, editor2_username = "editor", "editor2"
         client, csrf_token = get_client(self.app, editor2_username)
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
@@ -1121,7 +1110,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         delete_uri: str = f"{PREFIX}/{txn_id}/delete"
         response: httpx.Response
@@ -1141,17 +1130,6 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
                                           "next": NEXT_URI})
         self.assertEqual(response.status_code, 404)
 
-    def __add_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/expense"
-        form: dict[str, str] = self.__get_add_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -1226,7 +1204,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "nobody")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -1261,7 +1239,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "viewer")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -1295,7 +1273,7 @@ class TransferTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         update_form: dict[str, str] = self.__get_update_form(txn_id)
         response: httpx.Response
@@ -1507,7 +1485,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         edit_uri: str = f"{PREFIX}/{txn_id}/edit?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
@@ -1698,7 +1676,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
         txn: Transaction
@@ -1732,7 +1710,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         editor_username, editor2_username = "editor", "editor2"
         client, csrf_token = get_client(self.app, editor2_username)
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
@@ -1762,7 +1740,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?as=income&next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update?as=income"
         form_0: dict[str, str] = self.__get_update_form(txn_id)
@@ -1861,7 +1839,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?as=expense&next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update?as=expense"
         form_0: dict[str, str] = self.__get_update_form(txn_id)
@@ -1963,7 +1941,7 @@ class TransferTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         delete_uri: str = f"{PREFIX}/{txn_id}/delete"
         response: httpx.Response
@@ -1983,17 +1961,6 @@ class TransferTransactionTestCase(unittest.TestCase):
                                           "next": NEXT_URI})
         self.assertEqual(response.status_code, 404)
 
-    def __add_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/transfer"
-        form: dict[str, str] = self.__get_add_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -2062,11 +2029,11 @@ class TransactionReorderTestCase(unittest.TestCase):
         from accounting.models import Transaction
         response: httpx.Response
 
-        id_1: int = self.__add_income_txn()
-        id_2: int = self.__add_expense_txn()
-        id_3: int = self.__add_transfer_txn()
-        id_4: int = self.__add_income_txn()
-        id_5: int = self.__add_expense_txn()
+        id_1: int = add_txn(self.client, self.__get_add_income_form())
+        id_2: int = add_txn(self.client, self.__get_add_expense_form())
+        id_3: int = add_txn(self.client, self.__get_add_transfer_form())
+        id_4: int = add_txn(self.client, self.__get_add_income_form())
+        id_5: int = add_txn(self.client, self.__get_add_expense_form())
 
         with self.app.app_context():
             txn_1: Transaction = db.session.get(Transaction, id_1)
@@ -2108,11 +2075,11 @@ class TransactionReorderTestCase(unittest.TestCase):
         from accounting.models import Transaction
         response: httpx.Response
 
-        id_1: int = self.__add_income_txn()
-        id_2: int = self.__add_expense_txn()
-        id_3: int = self.__add_transfer_txn()
-        id_4: int = self.__add_income_txn()
-        id_5: int = self.__add_expense_txn()
+        id_1: int = add_txn(self.client, self.__get_add_income_form())
+        id_2: int = add_txn(self.client, self.__get_add_expense_form())
+        id_3: int = add_txn(self.client, self.__get_add_transfer_form())
+        id_4: int = add_txn(self.client, self.__get_add_income_form())
+        id_5: int = add_txn(self.client, self.__get_add_expense_form())
 
         with self.app.app_context():
             txn_date: date = db.session.get(Transaction, id_1).date
@@ -2160,17 +2127,6 @@ class TransactionReorderTestCase(unittest.TestCase):
             self.assertEqual(db.session.get(Transaction, id_4).no, 1)
             self.assertEqual(db.session.get(Transaction, id_5).no, 5)
 
-    def __add_income_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/income"
-        form: dict[str, str] = self.__get_add_income_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_income_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -2180,17 +2136,6 @@ class TransactionReorderTestCase(unittest.TestCase):
         form = {x: form[x] for x in form if "-debit-" not in x}
         return form
 
-    def __add_expense_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/expense"
-        form: dict[str, str] = self.__get_add_expense_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_expense_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -2214,17 +2159,6 @@ class TransactionReorderTestCase(unittest.TestCase):
         form = {x: form[x] for x in form if "-credit-" not in x}
         return form
 
-    def __add_transfer_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/transfer"
-        form: dict[str, str] = self.__get_add_transfer_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_transfer_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 

tests/testlib_txn.py

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