Added the search to the accounting data.

docs/source/accounting.transaction.rst

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

docs/source/conf.py

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

setup.cfg

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

src/accounting/__init__.py

@@ -58,12 +58,26 @@ def init_app(app: Flask, user_utils: AbstractUserUtils,
                               template_folder="templates",
                               static_folder="static")
 
+    from .template_filters import format_amount, format_date, default
+    bp.add_app_template_filter(format_amount, "accounting_format_amount")
+    bp.add_app_template_filter(format_date, "accounting_format_date")
+    bp.add_app_template_filter(default, "accounting_default")
+
+    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 +90,7 @@ 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)
+    from . import report
+    report.init_app(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.
@@ -674,7 +655,7 @@ class JournalEntry(db.Model):
                                          onupdate="CASCADE"),
                            nullable=False)
     """The account ID."""
-    account = db.relationship(Account, back_populates="entries", lazy=False)
+    account = db.relationship(Account, back_populates="entries")
     """The account."""
     summary = db.Column(db.String, nullable=True)
     """The summary."""

src/accounting/report/__init__.py

@@ -0,0 +1,35 @@
+# 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 report management.
+
+"""
+from flask import Flask, Blueprint
+
+
+def init_app(app: Flask, bp: Blueprint) -> None:
+    """Initialize the application.
+
+    :param app: The Flask application.
+    :param bp: The blueprint of the accounting application.
+    :return: None.
+    """
+    from .converters import PeriodConverter, IncomeExpensesAccountConverter
+    app.url_map.converters["period"] = PeriodConverter
+    app.url_map.converters["ioAccount"] = IncomeExpensesAccountConverter
+
+    from .views import bp as report_bp
+    bp.register_blueprint(report_bp, url_prefix="/reports")

src/accounting/report/converters.py

@@ -0,0 +1,79 @@
+# 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 path converters for the report management.
+
+"""
+import re
+
+from flask import abort
+from werkzeug.routing import BaseConverter
+
+from accounting.models import Account
+from .income_expense_account import IncomeExpensesAccount
+from .period import Period
+
+
+class PeriodConverter(BaseConverter):
+    """The supplier converter to convert the period specification from and to
+    the corresponding period in the routes."""
+
+    def to_python(self, value: str) -> Period:
+        """Converts a period specification to a period.
+
+        :param value: The period specification.
+        :return: The corresponding period.
+        """
+        try:
+            return Period.get_instance(value)
+        except ValueError:
+            abort(404)
+
+    def to_url(self, value: Period) -> str:
+        """Converts a period to its specification.
+
+        :param value: The period.
+        :return: Its specification.
+        """
+        return value.spec
+
+
+class IncomeExpensesAccountConverter(BaseConverter):
+    """The supplier converter to convert the income and expenses pseudo account
+    code from and to the corresponding pseudo account in the routes."""
+
+    def to_python(self, value: str) -> IncomeExpensesAccount:
+        """Converts an account code to an account.
+
+        :param value: The account code.
+        :return: The corresponding account.
+        """
+        if value == IncomeExpensesAccount.CURRENT_AL_CODE:
+            return IncomeExpensesAccount.current_assets_and_liabilities()
+        if not re.match("^[12][12]", value):
+            abort(404)
+        account: Account | None = Account.find_by_code(value)
+        if account is None:
+            abort(404)
+        return IncomeExpensesAccount(account)
+
+    def to_url(self, value: IncomeExpensesAccount) -> str:
+        """Converts an account to account code.
+
+        :param value: The account.
+        :return: Its code.
+        """
+        return value.code

src/accounting/report/income_expense_account.py

@@ -0,0 +1,70 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The pseudo account for the income and expenses log.
+
+"""
+import typing as t
+
+from accounting.locale import gettext
+from accounting.models import Account
+
+
+class IncomeExpensesAccount:
+    """The pseudo account for the income and expenses log."""
+    CURRENT_AL_CODE: str = "0000-000"
+    """The account code for the current assets and liabilities."""
+
+    def __init__(self, account: Account | None = None):
+        """Constructs the pseudo account for the income and expenses log.
+
+        :param account: The actual account.
+        """
+        self.account: Account | None = None
+        self.id: int | None = None
+        """The ID."""
+        self.code: str | None = None
+        """The code."""
+        self.title: str | None = None
+        """The title."""
+        self.str: str = ""
+        """The string representation of the account."""
+        if account is not None:
+            self.account = account
+            self.id = account.id
+            self.code = account.code
+            self.title = account.title
+            self.str = str(account)
+
+    def __str__(self) -> str:
+        """Returns the string representation of the account.
+
+        :return: The string representation of the account.
+        """
+        return self.str
+
+    @classmethod
+    def current_assets_and_liabilities(cls) -> t.Self:
+        """Returns the pseudo account for current assets and liabilities.
+
+        :return: The pseudo account for current assets and liabilities.
+        """
+        account: cls = cls()
+        account.id = 0
+        account.code = cls.CURRENT_AL_CODE
+        account.title = gettext("current assets and liabilities")
+        account.str = account.title
+        return account

src/accounting/report/period.py

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

src/accounting/report/reports/__init__.py

@@ -0,0 +1,26 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The reports.
+
+"""
+from .balance_sheet import BalanceSheet
+from .income_expenses import IncomeExpenses
+from .income_statement import IncomeStatement
+from .journal import Journal
+from .ledger import Ledger
+from .search import Search
+from .trial_balance import TrialBalance

src/accounting/report/reports/balance_sheet.py

@@ -0,0 +1,497 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The balance sheet.
+
+"""
+from decimal import Decimal
+
+import sqlalchemy as sa
+from flask import url_for, render_template, Response
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, BaseAccount, Account, Transaction, \
+    JournalEntry
+from accounting.report.period import Period
+from .utils.base_report import BaseReport
+from .utils.csv_export import BaseCSVRow, csv_download
+from .utils.option_link import OptionLink
+from .utils.page_params import PageParams
+from .utils.period_choosers import BalanceSheetPeriodChooser
+from .utils.report_chooser import ReportChooser
+from .utils.report_type import ReportType
+
+
+class BalanceSheetAccount:
+    """An account in the balance sheet."""
+
+    def __init__(self, account: Account, amount: Decimal, url: str):
+        """Constructs an account in the balance sheet.
+
+        :param account: The account.
+        :param amount: The amount.
+        :param url: The URL to the ledger of the account.
+        """
+        self.account: Account = account
+        """The account."""
+        self.amount: Decimal = amount
+        """The amount of the account."""
+        self.url: str = url
+        """The URL to the ledger of the account."""
+
+
+class BalanceSheetSubsection:
+    """A subsection in the balance sheet."""
+
+    def __init__(self, title: BaseAccount):
+        """Constructs a subsection in the balance sheet.
+
+        :param title: The title account.
+        """
+        self.title: BaseAccount = title
+        """The title account."""
+        self.accounts: list[BalanceSheetAccount] = []
+        """The accounts in the subsection."""
+
+    @property
+    def total(self) -> Decimal:
+        """Returns the total of the subsection.
+
+        :return: The total of the subsection.
+        """
+        return sum([x.amount for x in self.accounts])
+
+
+class BalanceSheetSection:
+    """A section in the balance sheet."""
+
+    def __init__(self, title: BaseAccount):
+        """Constructs a section in the balance sheet.
+
+        :param title: The title account.
+        """
+        self.title: BaseAccount = title
+        """The title account."""
+        self.subsections: list[BalanceSheetSubsection] = []
+        """The subsections in the section."""
+
+    @property
+    def total(self) -> Decimal:
+        """Returns the total of the section.
+
+        :return: The total of the section.
+        """
+        return sum([x.total for x in self.subsections])
+
+
+class AccountCollector:
+    """The balance sheet account collector."""
+
+    def __init__(self, currency: Currency, period: Period):
+        """Constructs the balance sheet account collector.
+
+        :param currency: The currency.
+        :param period: The period.
+        """
+        self.__currency: Currency = currency
+        """The currency."""
+        self.__period: Period = period
+        """The period."""
+        self.accounts: list[BalanceSheetAccount] = self.__query_balances()
+        """The balance sheet accounts."""
+
+    def __query_balances(self) -> list[BalanceSheetAccount]:
+        """Queries and returns the balances.
+
+        :return: The balances.
+        """
+        sub_conditions: list[sa.BinaryExpression] \
+            = [Account.base_code.startswith(x) for x in {"1", "2", "3"}]
+        conditions: list[sa.BinaryExpression] \
+            = [JournalEntry.currency_code == self.__currency.code,
+               sa.or_(*sub_conditions)]
+        if self.__period.end is not None:
+            conditions.append(Transaction.date <= self.__period.end)
+        balance_func: sa.Function = sa.func.sum(sa.case(
+            (JournalEntry.is_debit, JournalEntry.amount),
+            else_=-JournalEntry.amount)).label("balance")
+        select_balance: sa.Select \
+            = sa.select(Account.id, Account.base_code, Account.no,
+                        balance_func)\
+            .join(Transaction).join(Account)\
+            .filter(*conditions)\
+            .group_by(Account.id, Account.base_code, Account.no)\
+            .order_by(Account.base_code, Account.no)
+        account_balances: list[sa.Row] \
+            = db.session.execute(select_balance).all()
+        self.__all_accounts: list[Account] = Account.query\
+            .filter(sa.or_(Account.id.in_({x.id for x in account_balances}),
+                           Account.base_code == "3351",
+                           Account.base_code == "3353")).all()
+        account_by_id: dict[int, Account] \
+            = {x.id: x for x in self.__all_accounts}
+
+        def get_url(account: Account) -> str:
+            """Returns the ledger URL of an account.
+
+            :param account: The account.
+            :return: The ledger URL of the account.
+            """
+            if self.__period.is_default:
+                return url_for("accounting.report.ledger-default",
+                               currency=self.__currency, account=account)
+            return url_for("accounting.report.ledger",
+                           currency=self.__currency, account=account,
+                           period=self.__period)
+
+        self.accounts: list[BalanceSheetAccount] \
+            = [BalanceSheetAccount(account=account_by_id[x.id],
+                                   amount=x.balance,
+                                   url=get_url(account_by_id[x.id]))
+               for x in account_balances]
+        self.__add_accumulated()
+        self.__add_current_period()
+        self.accounts.sort(key=lambda x: (x.account.base_code, x.account.no))
+        for balance in self.accounts:
+            if not balance.account.base_code.startswith("1"):
+                balance.amount = -balance.amount
+        return self.accounts
+
+    def __add_accumulated(self) -> None:
+        """Adds the accumulated profit or loss to the balances.
+
+        :return: None.
+        """
+        code: str = "3351-001"
+        amount: Decimal | None = self.__query_accumulated()
+        url: str = url_for("accounting.report.income-statement",
+                           currency=self.__currency,
+                           period=self.__period.before)
+        self.__add_owner_s_equity(code, amount, url)
+
+    def __query_accumulated(self) -> Decimal | None:
+        """Queries and returns the accumulated profit or loss.
+
+        :return: The accumulated profit or loss.
+        """
+        if self.__period.start is None:
+            return None
+        conditions: list[sa.BinaryExpression] \
+            = [JournalEntry.currency_code == self.__currency.code,
+               Transaction.date < self.__period.start]
+        conditions.extend([sa.not_(Account.base_code.startswith(x))
+                           for x in {"1", "2"}])
+        balance_func: sa.Function = sa.func.sum(sa.case(
+            (JournalEntry.is_debit, JournalEntry.amount),
+            else_=-JournalEntry.amount)).label("balance")
+        select_balance: sa.Select = sa.select(balance_func)\
+            .join(Transaction).join(Account).filter(*conditions)
+        return db.session.scalar(select_balance)
+
+    def __add_current_period(self) -> None:
+        """Adds the accumulated profit or loss to the balances.
+
+        :return: None.
+        """
+        code: str = "3353-001"
+        amount: Decimal | None = self.__query_currency_period()
+        url: str = url_for("accounting.report.income-statement",
+                           currency=self.__currency, period=self.__period)
+        self.__add_owner_s_equity(code, amount, url)
+
+    def __query_currency_period(self) -> Decimal | None:
+        """Queries and returns the net income or loss for current period.
+
+        :return: The net income or loss for current period.
+        """
+        conditions: list[sa.BinaryExpression] \
+            = [JournalEntry.currency_code == self.__currency.code]
+        if self.__period.start is not None:
+            conditions.append(Transaction.date >= self.__period.start)
+        if self.__period.end is not None:
+            conditions.append(Transaction.date <= self.__period.end)
+        conditions.extend([sa.not_(Account.base_code.startswith(x))
+                           for x in {"1", "2"}])
+        balance_func: sa.Function = sa.func.sum(sa.case(
+            (JournalEntry.is_debit, JournalEntry.amount),
+            else_=-JournalEntry.amount)).label("balance")
+        select_balance: sa.Select = sa.select(balance_func)\
+            .join(Transaction).join(Account).filter(*conditions)
+        return db.session.scalar(select_balance)
+
+    def __add_owner_s_equity(self, code: str, amount: Decimal | None,
+                             url: str) -> None:
+        """Adds an owner's equity balance.
+
+        :param code: The code of the account to add.
+        :param amount: The amount.
+        :return: None.
+        """
+        # There is an existing balance.
+        account_balance_by_code: dict[str, BalanceSheetAccount] \
+            = {x.account.code: x for x in self.accounts}
+        if code in account_balance_by_code:
+            balance: BalanceSheetAccount = account_balance_by_code[code]
+            balance.url = url
+            if amount is not None:
+                balance.amount = balance.amount + amount
+            return
+        # Add a new balance
+        if amount is None:
+            return
+        account_by_code: dict[str, Account] \
+            = {x.code: x for x in self.__all_accounts}
+        self.accounts.append(BalanceSheetAccount(account=account_by_code[code],
+                                                 amount=amount,
+                                                 url=url))
+
+
+class CSVHalfRow:
+    """A half row in the CSV balance sheet."""
+
+    def __init__(self, title: str | None, amount: Decimal | None):
+        """The constructs a half row in the CSV balance sheet.
+
+        :param title: The title.
+        :param amount: The amount.
+        """
+        self.title: str | None = title
+        """The title."""
+        self.amount: Decimal | None = amount
+        """The amount."""
+
+
+class CSVRow(BaseCSVRow):
+    """A row in the CSV balance sheet."""
+
+    def __init__(self):
+        """Constructs a row in the CSV balance sheet."""
+        self.asset_title: str | None = None
+        """The title of the asset."""
+        self.asset_amount: Decimal | None = None
+        """The amount of the asset."""
+        self.liability_title: str | None = None
+        """The title of the liability."""
+        self.liability_amount: Decimal | None = None
+        """The amount of the liability."""
+
+    @property
+    def values(self) -> list[str | Decimal | None]:
+        """Returns the values of the row.
+
+        :return: The values of the row.
+        """
+        return [self.asset_title, self.asset_amount,
+                self.liability_title, self.liability_amount]
+
+
+class BalanceSheetPageParams(PageParams):
+    """The HTML parameters of the balance sheet."""
+
+    def __init__(self, currency: Currency,
+                 period: Period,
+                 has_data: bool,
+                 assets: BalanceSheetSection,
+                 liabilities: BalanceSheetSection,
+                 owner_s_equity: BalanceSheetSection):
+        """Constructs the HTML parameters of the balance sheet.
+
+        :param currency: The currency.
+        :param period: The period.
+        :param has_data: True if there is any data, or False otherwise.
+        :param assets: The assets.
+        :param liabilities: The liabilities.
+        :param owner_s_equity: The owner's equity.
+        """
+        self.currency: Currency = currency
+        """The currency."""
+        self.period: Period = period
+        """The period."""
+        self.__has_data: bool = has_data
+        """True if there is any data, or False otherwise."""
+        self.assets: BalanceSheetSection = assets
+        """The assets."""
+        self.liabilities: BalanceSheetSection = liabilities
+        """The liabilities."""
+        self.owner_s_equity: BalanceSheetSection = owner_s_equity
+        """The owner's equity."""
+        self.period_chooser: BalanceSheetPeriodChooser \
+            = BalanceSheetPeriodChooser(currency)
+        """The period chooser."""
+
+    @property
+    def has_data(self) -> bool:
+        """Returns whether there is any data on the page.
+
+        :return: True if there is any data, or False otherwise.
+        """
+        return self.__has_data
+
+    @property
+    def report_chooser(self) -> ReportChooser:
+        """Returns the report chooser.
+
+        :return: The report chooser.
+        """
+        return ReportChooser(ReportType.BALANCE_SHEET,
+                             currency=self.currency,
+                             period=self.period)
+
+    @property
+    def currency_options(self) -> list[OptionLink]:
+        """Returns the currency options.
+
+        :return: The currency options.
+        """
+        def get_url(currency: Currency):
+            if self.period.is_default:
+                return url_for("accounting.report.balance-sheet-default",
+                               currency=currency)
+            return url_for("accounting.report.balance-sheet",
+                           currency=currency, period=self.period)
+
+        in_use: set[str] = set(db.session.scalars(
+            sa.select(JournalEntry.currency_code)
+            .group_by(JournalEntry.currency_code)).all())
+        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
+                for x in Currency.query.filter(Currency.code.in_(in_use))
+                .order_by(Currency.code).all()]
+
+
+class BalanceSheet(BaseReport):
+    """The balance sheet."""
+
+    def __init__(self, currency: Currency, period: Period):
+        """Constructs a balance sheet.
+
+        :param currency: The currency.
+        :param period: The period.
+        """
+        self.__currency: Currency = currency
+        """The currency."""
+        self.__period: Period = period
+        """The period."""
+        self.__has_data: bool
+        """True if there is any data, or False otherwise."""
+        self.__assets: BalanceSheetSection
+        """The assets."""
+        self.__liabilities: BalanceSheetSection
+        """The liabilities."""
+        self.__owner_s_equity: BalanceSheetSection
+        """The owner's equity."""
+        self.__set_data()
+
+    def __set_data(self) -> None:
+        """Queries and sets assets, the liabilities, and the owner's equity
+        sections in the balance sheet.
+
+        :return: None.
+        """
+        balances: list[BalanceSheetAccount] = AccountCollector(
+            self.__currency, self.__period).accounts
+
+        titles: list[BaseAccount] = BaseAccount.query\
+            .filter(BaseAccount.code.in_({"1", "2", "3"})).all()
+        subtitles: list[BaseAccount] = BaseAccount.query\
+            .filter(BaseAccount.code.in_({x.account.base_code[:2]
+                                          for x in balances})).all()
+
+        sections: dict[str, BalanceSheetSection] \
+            = {x.code: BalanceSheetSection(x) for x in titles}
+        subsections: dict[str, BalanceSheetSubsection] \
+            = {x.code: BalanceSheetSubsection(x) for x in subtitles}
+        for subsection in subsections.values():
+            sections[subsection.title.code[0]].subsections.append(subsection)
+        for balance in balances:
+            subsections[balance.account.base_code[:2]].accounts.append(balance)
+
+        self.__has_data = len(balances) > 0
+        self.__assets = sections["1"]
+        self.__liabilities = sections["2"]
+        self.__owner_s_equity = sections["3"]
+
+    def csv(self) -> Response:
+        """Returns the report as CSV for download.
+
+        :return: The response of the report for download.
+        """
+        filename: str = "balance-sheet-{currency}-{period}.csv"\
+            .format(currency=self.__currency.code, period=self.__period.spec)
+        return csv_download(filename, self.__get_csv_rows())
+
+    def __get_csv_rows(self) -> list[CSVRow]:
+        """Composes and returns the CSV rows.
+
+        :return: The CSV rows.
+        """
+        asset_rows: list[CSVHalfRow] = self.__section_csv_rows(self.__assets)
+        liability_rows: list[CSVHalfRow] = []
+        liability_rows.extend(self.__section_csv_rows(self.__liabilities))
+        liability_rows.append(CSVHalfRow(gettext("Total"),
+                                         self.__liabilities.total))
+        liability_rows.append(CSVHalfRow(None, None))
+        liability_rows.extend(self.__section_csv_rows(self.__owner_s_equity))
+        liability_rows.append(CSVHalfRow(gettext("Total"),
+                                         self.__owner_s_equity.total))
+        rows: list[CSVRow] = [CSVRow() for _ in
+                              range(max(len(asset_rows), len(liability_rows)))]
+        for i in range(len(rows)):
+            if i < len(asset_rows):
+                rows[i].asset_title = asset_rows[i].title
+                rows[i].asset_amount = asset_rows[i].amount
+            if i < len(liability_rows) and liability_rows[i].title is not None:
+                rows[i].liability_title = liability_rows[i].title
+                rows[i].liability_amount = liability_rows[i].amount
+        total: CSVRow = CSVRow()
+        total.asset_title = gettext("Total")
+        total.asset_amount = self.__assets.total
+        total.liability_title = gettext("Total")
+        total.liability_amount \
+            = self.__liabilities.total + self.__owner_s_equity.total
+        rows.append(total)
+        return rows
+
+    @staticmethod
+    def __section_csv_rows(section: BalanceSheetSection) -> list[CSVHalfRow]:
+        """Gathers the CSV rows for a section.
+
+        :param section: The section.
+        :return: The CSV rows for the section.
+        """
+        rows: list[CSVHalfRow] \
+            = [CSVHalfRow(section.title.title.title(), None)]
+        for subsection in section.subsections:
+            rows.append(CSVHalfRow(f" {subsection.title.title.title()}", None))
+            for account in subsection.accounts:
+                rows.append(CSVHalfRow(f"  {str(account.account).title()}",
+                                       account.amount))
+        return rows
+
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """
+        params: BalanceSheetPageParams = BalanceSheetPageParams(
+            currency=self.__currency,
+            period=self.__period,
+            has_data=self.__has_data,
+            assets=self.__assets,
+            liabilities=self.__liabilities,
+            owner_s_equity=self.__owner_s_equity)
+        return render_template("accounting/report/balance-sheet.html",
+                               report=params)

src/accounting/report/reports/income_expenses.py

@@ -0,0 +1,487 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The income and expenses log.
+
+"""
+from datetime import date
+from decimal import Decimal
+
+import sqlalchemy as sa
+from flask import url_for, render_template, Response
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, Account, Transaction, JournalEntry
+from accounting.report.income_expense_account import IncomeExpensesAccount
+from accounting.report.period import Period
+from accounting.utils.pagination import Pagination
+from .utils.base_report import BaseReport
+from .utils.csv_export import BaseCSVRow, csv_download
+from .utils.option_link import OptionLink
+from .utils.page_params import PageParams
+from .utils.period_choosers import IncomeExpensesPeriodChooser
+from .utils.report_chooser import ReportChooser
+from .utils.report_type import ReportType
+
+
+class Entry:
+    """An entry in the income and expenses log."""
+
+    def __init__(self, entry: JournalEntry | None = None):
+        """Constructs the entry in the income and expenses log.
+
+        :param entry: The journal entry.
+        """
+        self.entry: JournalEntry | None = None
+        """The journal entry."""
+        self.transaction: Transaction | None = None
+        """The transaction."""
+        self.is_brought_forward: bool = False
+        """Whether this is the brought-forward entry."""
+        self.is_total: bool = False
+        """Whether this is the total entry."""
+        self.date: date | None = None
+        """The date."""
+        self.account: Account | None = None
+        """The account."""
+        self.summary: str | None = None
+        """The summary."""
+        self.income: Decimal | None = None
+        """The income amount."""
+        self.expense: Decimal | None = None
+        """The expense amount."""
+        self.balance: Decimal | None = None
+        """The balance."""
+        self.note: str | None = None
+        """The note."""
+        if entry is not None:
+            self.entry = entry
+            self.summary = entry.summary
+            self.income = None if entry.is_debit else entry.amount
+            self.expense = entry.amount if entry.is_debit else None
+
+
+class EntryCollector:
+    """The income and expenses log entry collector."""
+
+    def __init__(self, currency: Currency, account: IncomeExpensesAccount,
+                 period: Period):
+        """Constructs the income and expenses log entry collector.
+
+        :param currency: The currency.
+        :param account: The account.
+        :param period: The period.
+        """
+        self.__currency: Currency = currency
+        """The currency."""
+        self.__account: IncomeExpensesAccount = account
+        """The account."""
+        self.__period: Period = period
+        """The period"""
+        self.brought_forward: Entry | None
+        """The brought-forward entry."""
+        self.entries: list[Entry]
+        """The log entries."""
+        self.total: Entry | None
+        """The total entry."""
+        self.brought_forward = self.__get_brought_forward_entry()
+        self.entries = self.__query_entries()
+        self.total = self.__get_total_entry()
+        self.__populate_balance()
+
+    def __get_brought_forward_entry(self) -> Entry | None:
+        """Queries, composes and returns the brought-forward entry.
+
+        :return: The brought-forward entry, or None if the period starts from
+            the beginning.
+        """
+        if self.__period.start is None:
+            return None
+        balance_func: sa.Function = sa.func.sum(sa.case(
+            (JournalEntry.is_debit, JournalEntry.amount),
+            else_=-JournalEntry.amount))
+        select: sa.Select = sa.Select(balance_func)\
+            .join(Transaction).join(Account)\
+            .filter(JournalEntry.currency_code == self.__currency.code,
+                    self.__account_condition,
+                    Transaction.date < self.__period.start)
+        balance: int | None = db.session.scalar(select)
+        if balance is None:
+            return None
+        entry: Entry = Entry()
+        entry.is_brought_forward = True
+        entry.date = self.__period.start
+        entry.account = Account.find_by_code("3351-001")
+        entry.summary = gettext("Brought forward")
+        if balance > 0:
+            entry.income = balance
+        elif balance < 0:
+            entry.expense = -balance
+        entry.balance = balance
+        return entry
+
+    def __query_entries(self) -> list[Entry]:
+        """Queries and returns the log entries.
+
+        :return: The log entries.
+        """
+        conditions: list[sa.BinaryExpression] \
+            = [JournalEntry.currency_code == self.__currency.code,
+               self.__account_condition]
+        if self.__period.start is not None:
+            conditions.append(Transaction.date >= self.__period.start)
+        if self.__period.end is not None:
+            conditions.append(Transaction.date <= self.__period.end)
+        txn_with_account: sa.Select = sa.Select(Transaction.id).\
+            join(JournalEntry).join(Account).filter(*conditions)
+
+        return [Entry(x)
+                for x in JournalEntry.query.join(Transaction).join(Account)
+                .filter(JournalEntry.transaction_id.in_(txn_with_account),
+                        JournalEntry.currency_code == self.__currency.code,
+                        sa.not_(self.__account_condition))
+                .order_by(Transaction.date,
+                          JournalEntry.is_debit,
+                          JournalEntry.no)]
+
+    @property
+    def __account_condition(self) -> sa.BinaryExpression:
+        if self.__account.code == IncomeExpensesAccount.CURRENT_AL_CODE:
+            return sa.or_(Account.base_code.startswith("11"),
+                          Account.base_code.startswith("12"),
+                          Account.base_code.startswith("21"),
+                          Account.base_code.startswith("22"))
+        return Account.id == self.__account.id
+
+    def __get_total_entry(self) -> Entry | None:
+        """Composes the total entry.
+
+        :return: The total entry, or None if there is no data.
+        """
+        if self.brought_forward is None and len(self.entries) == 0:
+            return None
+        entry: Entry = Entry()
+        entry.is_total = True
+        entry.summary = gettext("Total")
+        entry.income = sum([x.income for x in self.entries
+                            if x.income is not None])
+        entry.expense = sum([x.expense for x in self.entries
+                             if x.expense is not None])
+        entry.balance = entry.income - entry.expense
+        if self.brought_forward is not None:
+            entry.balance = self.brought_forward.balance + entry.balance
+        return entry
+
+    def __populate_balance(self) -> None:
+        """Populates the balance of the entries.
+
+        :return: None.
+        """
+        balance: Decimal = 0 if self.brought_forward is None \
+            else self.brought_forward.balance
+        for entry in self.entries:
+            if entry.income is not None:
+                balance = balance + entry.income
+            if entry.expense is not None:
+                balance = balance - entry.expense
+            entry.balance = balance
+
+
+class CSVRow(BaseCSVRow):
+    """A row in the CSV income and expenses log."""
+
+    def __init__(self, txn_date: date | str | None,
+                 account: str | None,
+                 summary: str | None,
+                 income: str | Decimal | None,
+                 expense: str | Decimal | None,
+                 balance: str | Decimal | None,
+                 note: str | None):
+        """Constructs a row in the CSV income and expenses log.
+
+        :param txn_date: The transaction date.
+        :param account: The account.
+        :param summary: The summary.
+        :param income: The income.
+        :param expense: The expense.
+        :param balance: The balance.
+        :param note: The note.
+        """
+        self.date: date | str | None = txn_date
+        """The date."""
+        self.account: str | None = account
+        """The account."""
+        self.summary: str | None = summary
+        """The summary."""
+        self.income: str | Decimal | None = income
+        """The income."""
+        self.expense: str | Decimal | None = expense
+        """The expense."""
+        self.balance: str | Decimal | None = balance
+        """The balance."""
+        self.note: str | None = note
+        """The note."""
+
+    @property
+    def values(self) -> list[str | Decimal | None]:
+        """Returns the values of the row.
+
+        :return: The values of the row.
+        """
+        return [self.date, self.account, self.summary,
+                self.income, self.expense, self.balance, self.note]
+
+
+class IncomeExpensesPageParams(PageParams):
+    """The HTML parameters of the income and expenses log."""
+
+    def __init__(self, currency: Currency,
+                 account: IncomeExpensesAccount,
+                 period: Period,
+                 has_data: bool,
+                 pagination: Pagination[Entry],
+                 brought_forward: Entry | None,
+                 entries: list[Entry],
+                 total: Entry | None):
+        """Constructs the HTML parameters of the income and expenses log.
+
+        :param currency: The currency.
+        :param account: The account.
+        :param period: The period.
+        :param has_data: True if there is any data, or False otherwise.
+        :param brought_forward: The brought-forward entry.
+        :param entries: The log entries.
+        :param total: The total entry.
+        """
+        self.currency: Currency = currency
+        """The currency."""
+        self.account: IncomeExpensesAccount = account
+        """The account."""
+        self.period: Period = period
+        """The period."""
+        self.__has_data: bool = has_data
+        """True if there is any data, or False otherwise."""
+        self.pagination: Pagination[Entry] = pagination
+        """The pagination."""
+        self.brought_forward: Entry | None = brought_forward
+        """The brought-forward entry."""
+        self.entries: list[Entry] = entries
+        """The entries."""
+        self.total: Entry | None = total
+        """The total entry."""
+        self.period_chooser: IncomeExpensesPeriodChooser \
+            = IncomeExpensesPeriodChooser(currency, account)
+        """The period chooser."""
+
+    @property
+    def has_data(self) -> bool:
+        """Returns whether there is any data on the page.
+
+        :return: True if there is any data, or False otherwise.
+        """
+        return self.__has_data
+
+    @property
+    def report_chooser(self) -> ReportChooser:
+        """Returns the report chooser.
+
+        :return: The report chooser.
+        """
+        if self.account.account is None:
+            return ReportChooser(ReportType.INCOME_EXPENSES,
+                                 currency=self.currency,
+                                 account=Account.cash(),
+                                 period=self.period)
+        return ReportChooser(ReportType.INCOME_EXPENSES,
+                             currency=self.currency,
+                             account=self.account.account,
+                             period=self.period)
+
+    @property
+    def currency_options(self) -> list[OptionLink]:
+        """Returns the currency options.
+
+        :return: The currency options.
+        """
+        def get_url(currency: Currency):
+            if self.period.is_default:
+                return url_for("accounting.report.income-expenses-default",
+                               currency=currency, account=self.account)
+            return url_for("accounting.report.income-expenses",
+                           currency=currency, account=self.account,
+                           period=self.period)
+
+        in_use: set[str] = set(db.session.scalars(
+            sa.select(JournalEntry.currency_code)
+            .group_by(JournalEntry.currency_code)).all())
+        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
+                for x in Currency.query.filter(Currency.code.in_(in_use))
+                .order_by(Currency.code).all()]
+
+    @property
+    def account_options(self) -> list[OptionLink]:
+        """Returns the account options.
+
+        :return: The account options.
+        """
+        def get_url(account: IncomeExpensesAccount):
+            if self.period.is_default:
+                return url_for("accounting.report.income-expenses-default",
+                               currency=self.currency, account=account)
+            return url_for("accounting.report.income-expenses",
+                           currency=self.currency, account=account,
+                           period=self.period)
+
+        current_al: IncomeExpensesAccount \
+            = IncomeExpensesAccount.current_assets_and_liabilities()
+        options: list[OptionLink] \
+            = [OptionLink(str(current_al), get_url(current_al),
+                          self.account.id == 0)]
+        in_use: sa.Select = sa.Select(JournalEntry.account_id)\
+            .join(Account)\
+            .filter(JournalEntry.currency_code == self.currency.code,
+                    sa.or_(Account.base_code.startswith("11"),
+                           Account.base_code.startswith("12"),
+                           Account.base_code.startswith("21"),
+                           Account.base_code.startswith("22")))\
+            .group_by(JournalEntry.account_id)
+        options.extend([OptionLink(str(x), get_url(IncomeExpensesAccount(x)),
+                                   x.id == self.account.id)
+                        for x in Account.query.filter(Account.id.in_(in_use))
+                       .order_by(Account.base_code, Account.no).all()])
+        return options
+
+
+def _populate_entries(entries: list[Entry]) -> None:
+    """Populates the income and expenses entries with relative data.
+
+    :param entries: The income and expenses entries.
+    :return: None.
+    """
+    transactions: dict[int, Transaction] \
+        = {x.id: x for x in Transaction.query.filter(
+           Transaction.id.in_({x.entry.transaction_id for x in entries
+                               if x.entry is not None}))}
+    accounts: dict[int, Account] \
+        = {x.id: x for x in Account.query.filter(
+           Account.id.in_({x.entry.account_id for x in entries
+                           if x.entry is not None}))}
+    for entry in entries:
+        if entry.entry is not None:
+            entry.transaction = transactions[entry.entry.transaction_id]
+            entry.date = entry.transaction.date
+            entry.note = entry.transaction.note
+            entry.account = accounts[entry.entry.account_id]
+
+
+class IncomeExpenses(BaseReport):
+    """The income and expenses log."""
+
+    def __init__(self, currency: Currency, account: IncomeExpensesAccount,
+                 period: Period):
+        """Constructs an income and expenses log.
+
+        :param currency: The currency.
+        :param account: The account.
+        :param period: The period.
+        """
+        self.__currency: Currency = currency
+        """The currency."""
+        self.__account: IncomeExpensesAccount = account
+        """The account."""
+        self.__period: Period = period
+        """The period."""
+        collector: EntryCollector = EntryCollector(
+            self.__currency, self.__account, self.__period)
+        self.__brought_forward: Entry | None = collector.brought_forward
+        """The brought-forward entry."""
+        self.__entries: list[Entry] = collector.entries
+        """The log entries."""
+        self.__total: Entry | None = collector.total
+        """The total entry."""
+
+    def csv(self) -> Response:
+        """Returns the report as CSV for download.
+
+        :return: The response of the report for download.
+        """
+        filename: str = "income-expenses-{currency}-{account}-{period}.csv"\
+            .format(currency=self.__currency.code, account=self.__account.code,
+                    period=self.__period.spec)
+        return csv_download(filename, self.__get_csv_rows())
+
+    def __get_csv_rows(self) -> list[CSVRow]:
+        """Composes and returns the CSV rows.
+
+        :return: The CSV rows.
+        """
+        _populate_entries(self.__entries)
+        rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Account"),
+                                     gettext("Summary"), gettext("Income"),
+                                     gettext("Expense"), gettext("Balance"),
+                                     gettext("Note"))]
+        if self.__brought_forward is not None:
+            rows.append(CSVRow(self.__brought_forward.date,
+                               str(self.__brought_forward.account).title(),
+                               self.__brought_forward.summary,
+                               self.__brought_forward.income,
+                               self.__brought_forward.expense,
+                               self.__brought_forward.balance,
+                               None))
+        rows.extend([CSVRow(x.date, str(x.account).title(), x.summary,
+                            x.income, x.expense, x.balance, x.note)
+                     for x in self.__entries])
+        if self.__total is not None:
+            rows.append(CSVRow(gettext("Total"), None, None,
+                               self.__total.income, self.__total.expense,
+                               self.__total.balance, None))
+        return rows
+
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """
+        all_entries: list[Entry] = []
+        if self.__brought_forward is not None:
+            all_entries.append(self.__brought_forward)
+        all_entries.extend(self.__entries)
+        if self.__total is not None:
+            all_entries.append(self.__total)
+        pagination: Pagination[Entry] = Pagination[Entry](all_entries)
+        page_entries: list[Entry] = pagination.list
+        has_data: bool = len(page_entries) > 0
+        _populate_entries(page_entries)
+        brought_forward: Entry | None = None
+        if len(page_entries) > 0 and page_entries[0].is_brought_forward:
+            brought_forward = page_entries[0]
+            page_entries = page_entries[1:]
+        total: Entry | None = None
+        if len(page_entries) > 0 and page_entries[-1].is_total:
+            total = page_entries[-1]
+            page_entries = page_entries[:-1]
+        params: IncomeExpensesPageParams = IncomeExpensesPageParams(
+            currency=self.__currency,
+            account=self.__account,
+            period=self.__period,
+            has_data=has_data,
+            pagination=pagination,
+            brought_forward=brought_forward,
+            entries=page_entries,
+            total=total)
+        return render_template("accounting/report/income-expenses.html",
+                               report=params)

src/accounting/report/reports/income_statement.py

@@ -0,0 +1,348 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The income statement.
+
+"""
+from decimal import Decimal
+
+import sqlalchemy as sa
+from flask import url_for, render_template, Response
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, BaseAccount, Account, Transaction, \
+    JournalEntry
+from accounting.report.period import Period
+from .utils.base_report import BaseReport
+from .utils.csv_export import BaseCSVRow, csv_download
+from .utils.option_link import OptionLink
+from .utils.page_params import PageParams
+from .utils.period_choosers import IncomeStatementPeriodChooser
+from .utils.report_chooser import ReportChooser
+from .utils.report_type import ReportType
+
+
+class IncomeStatementAccount:
+    """An account in the income statement."""
+
+    def __init__(self, account: Account, amount: Decimal, url: str):
+        """Constructs an account in the income statement.
+
+        :param account: The account.
+        :param amount: The amount.
+        :param url: The URL to the ledger of the account.
+        """
+        self.account: Account = account
+        """The account."""
+        self.amount: Decimal = amount
+        """The amount of the account."""
+        self.url: str = url
+        """The URL to the ledger of the account."""
+
+
+class IncomeStatementAccumulatedTotal:
+    """An accumulated total in the income statement."""
+
+    def __init__(self, title: str):
+        """Constructs an accumulated total in the income statement.
+
+        :param title: The title.
+        """
+        self.title: str = title
+        """The account."""
+        self.amount: Decimal = Decimal("0")
+        """The amount of the account."""
+
+
+class IncomeStatementSubsection:
+    """A subsection in the income statement."""
+
+    def __init__(self, title: BaseAccount):
+        """Constructs a subsection in the income statement.
+
+        :param title: The title account.
+        """
+        self.title: BaseAccount = title
+        """The title account."""
+        self.accounts: list[IncomeStatementAccount] = []
+        """The accounts in the subsection."""
+
+    @property
+    def total(self) -> Decimal:
+        """Returns the total of the subsection.
+
+        :return: The total of the subsection.
+        """
+        return sum([x.amount for x in self.accounts])
+
+
+class IncomeStatementSection:
+    """A section in the income statement."""
+
+    def __init__(self, title: BaseAccount, accumulated_title: str):
+        """Constructs a section in the income statement.
+
+        :param title: The title account.
+        :param accumulated_title: The title for the accumulated total.
+        """
+        self.title: BaseAccount = title
+        """The title account."""
+        self.subsections: list[IncomeStatementSubsection] = []
+        """The subsections in the section."""
+        self.accumulated: IncomeStatementAccumulatedTotal \
+            = IncomeStatementAccumulatedTotal(accumulated_title)
+
+    @property
+    def total(self) -> Decimal:
+        """Returns the total of the section.
+
+        :return: The total of the section.
+        """
+        return sum([x.total for x in self.subsections])
+
+
+class CSVRow(BaseCSVRow):
+    """A row in the CSV income statement."""
+
+    def __init__(self, text: str | None, amount: str | Decimal | None):
+        """Constructs a row in the CSV income statement.
+
+        :param text: The text.
+        :param amount: The amount.
+        """
+        self.text: str | None = text
+        """The text."""
+        self.amount: str | Decimal | None = amount
+        """The amount."""
+
+    @property
+    def values(self) -> list[str | Decimal | None]:
+        """Returns the values of the row.
+
+        :return: The values of the row.
+        """
+        return [self.text, self.amount]
+
+
+class IncomeStatementPageParams(PageParams):
+    """The HTML parameters of the income statement."""
+
+    def __init__(self, currency: Currency,
+                 period: Period,
+                 has_data: bool,
+                 sections: list[IncomeStatementSection],):
+        """Constructs the HTML parameters of the income statement.
+
+        :param currency: The currency.
+        :param period: The period.
+        :param has_data: True if there is any data, or False otherwise.
+        """
+        self.currency: Currency = currency
+        """The currency."""
+        self.period: Period = period
+        """The period."""
+        self.__has_data: bool = has_data
+        """True if there is any data, or False otherwise."""
+        self.sections: list[IncomeStatementSection] = sections
+        self.period_chooser: IncomeStatementPeriodChooser \
+            = IncomeStatementPeriodChooser(currency)
+        """The period chooser."""
+
+    @property
+    def has_data(self) -> bool:
+        """Returns whether there is any data on the page.
+
+        :return: True if there is any data, or False otherwise.
+        """
+        return self.__has_data
+
+    @property
+    def report_chooser(self) -> ReportChooser:
+        """Returns the report chooser.
+
+        :return: The report chooser.
+        """
+        return ReportChooser(ReportType.INCOME_STATEMENT,
+                             currency=self.currency,
+                             period=self.period)
+
+    @property
+    def currency_options(self) -> list[OptionLink]:
+        """Returns the currency options.
+
+        :return: The currency options.
+        """
+        def get_url(currency: Currency):
+            if self.period.is_default:
+                return url_for("accounting.report.income-statement-default",
+                               currency=currency)
+            return url_for("accounting.report.income-statement",
+                           currency=currency, period=self.period)
+
+        in_use: set[str] = set(db.session.scalars(
+            sa.select(JournalEntry.currency_code)
+            .group_by(JournalEntry.currency_code)).all())
+        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
+                for x in Currency.query.filter(Currency.code.in_(in_use))
+                .order_by(Currency.code).all()]
+
+
+class IncomeStatement(BaseReport):
+    """The income statement."""
+
+    def __init__(self, currency: Currency, period: Period):
+        """Constructs an income statement.
+
+        :param currency: The currency.
+        :param period: The period.
+        """
+        self.__currency: Currency = currency
+        """The currency."""
+        self.__period: Period = period
+        """The period."""
+        self.__has_data: bool
+        """True if there is any data, or False otherwise."""
+        self.__sections: list[IncomeStatementSection]
+        """The sections."""
+        self.__set_data()
+
+    def __set_data(self) -> None:
+        """Queries and sets data sections in the income statement.
+
+        :return: None.
+        """
+        balances: list[IncomeStatementAccount] = self.__query_balances()
+
+        titles: list[BaseAccount] = BaseAccount.query\
+            .filter(BaseAccount.code.in_({"4", "5", "6", "7", "8", "9"})).all()
+        subtitles: list[BaseAccount] = BaseAccount.query\
+            .filter(BaseAccount.code.in_({x.account.base_code[:2]
+                                          for x in balances})).all()
+
+        total_titles: dict[str, str] \
+            = {"4": gettext("total revenue"),
+               "5": gettext("gross income"),
+               "6": gettext("operating income"),
+               "7": gettext("before tax income"),
+               "8": gettext("after tax income"),
+               "9": gettext("net income or loss for current period")}
+
+        sections: dict[str, IncomeStatementSection] \
+            = {x.code: IncomeStatementSection(x, total_titles[x.code])
+               for x in titles}
+        subsections: dict[str, IncomeStatementSubsection] \
+            = {x.code: IncomeStatementSubsection(x) for x in subtitles}
+        for subsection in subsections.values():
+            sections[subsection.title.code[0]].subsections.append(subsection)
+        for balance in balances:
+            subsections[balance.account.base_code[:2]].accounts.append(balance)
+
+        self.__has_data = len(balances) > 0
+        self.__sections = sorted(sections.values(), key=lambda x: x.title.code)
+        total: Decimal = Decimal("0")
+        for section in self.__sections:
+            total = total + section.total
+            section.accumulated.amount = total
+
+    def __query_balances(self) -> list[IncomeStatementAccount]:
+        """Queries and returns the balances.
+
+        :return: The balances.
+        """
+        sub_conditions: list[sa.BinaryExpression] \
+            = [Account.base_code.startswith(str(x)) for x in range(4, 10)]
+        conditions: list[sa.BinaryExpression] \
+            = [JournalEntry.currency_code == self.__currency.code,
+               sa.or_(*sub_conditions)]
+        if self.__period.start is not None:
+            conditions.append(Transaction.date >= self.__period.start)
+        if self.__period.end is not None:
+            conditions.append(Transaction.date <= self.__period.end)
+        balance_func: sa.Function = sa.func.sum(sa.case(
+            (JournalEntry.is_debit, -JournalEntry.amount),
+            else_=JournalEntry.amount)).label("balance")
+        select_balance: sa.Select \
+            = sa.select(JournalEntry.account_id, balance_func)\
+            .join(Transaction).join(Account)\
+            .filter(*conditions)\
+            .group_by(JournalEntry.account_id)\
+            .order_by(Account.base_code, Account.no)
+        balances: list[sa.Row] = db.session.execute(select_balance).all()
+        accounts: dict[int, Account] \
+            = {x.id: x for x in Account.query
+               .filter(Account.id.in_([x.account_id for x in balances])).all()}
+
+        def get_url(account: Account) -> str:
+            """Returns the ledger URL of an account.
+
+            :param account: The account.
+            :return: The ledger URL of the account.
+            """
+            if self.__period.is_default:
+                return url_for("accounting.report.ledger-default",
+                               currency=self.__currency, account=account)
+            return url_for("accounting.report.ledger",
+                           currency=self.__currency, account=account,
+                           period=self.__period)
+
+        return [IncomeStatementAccount(account=accounts[x.account_id],
+                                       amount=x.balance,
+                                       url=get_url(accounts[x.account_id]))
+                for x in balances]
+
+    def csv(self) -> Response:
+        """Returns the report as CSV for download.
+
+        :return: The response of the report for download.
+        """
+        filename: str = "income-statement-{currency}-{period}.csv"\
+            .format(currency=self.__currency.code, period=self.__period.spec)
+        return csv_download(filename, self.__get_csv_rows())
+
+    def __get_csv_rows(self) -> list[CSVRow]:
+        """Composes and returns the CSV rows.
+
+        :return: The CSV rows.
+        """
+        total_str: str = gettext("Total")
+        rows: list[CSVRow] = [CSVRow(None, gettext("Amount"))]
+        for section in self.__sections:
+            rows.append(CSVRow(str(section.title).title(), None))
+            for subsection in section.subsections:
+                rows.append(CSVRow(f" {str(subsection.title).title()}", None))
+                for account in subsection.accounts:
+                    rows.append(CSVRow(f"  {str(account.account).title()}",
+                                       account.amount))
+                rows.append(CSVRow(f" {total_str}", subsection.total))
+            rows.append(CSVRow(section.accumulated.title.title(),
+                               section.accumulated.amount))
+            rows.append(CSVRow(None, None))
+        rows = rows[:-1]
+        return rows
+
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """
+        params: IncomeStatementPageParams = IncomeStatementPageParams(
+            currency=self.__currency,
+            period=self.__period,
+            has_data=self.__has_data,
+            sections=self.__sections)
+        return render_template("accounting/report/income-statement.html",
+                               report=params)

src/accounting/report/reports/journal.py

@@ -0,0 +1,243 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The journal.
+
+"""
+from datetime import date
+from decimal import Decimal
+
+import sqlalchemy as sa
+from flask import render_template, Response
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, Account, Transaction, JournalEntry
+from accounting.report.period import Period
+from accounting.utils.pagination import Pagination
+from .utils.base_report import BaseReport
+from .utils.csv_export import BaseCSVRow, csv_download
+from .utils.page_params import PageParams
+from .utils.period_choosers import JournalPeriodChooser
+from .utils.report_chooser import ReportChooser
+from .utils.report_type import ReportType
+
+
+class Entry:
+    """An entry in the journal."""
+
+    def __init__(self, entry: JournalEntry | None = None):
+        """Constructs the entry in the journal.
+
+        :param entry: The journal entry.
+        """
+        self.entry: JournalEntry | None = None
+        """The journal entry."""
+        self.transaction: Transaction | None = None
+        """The transaction."""
+        self.is_total: bool = False
+        """Whether this is the total entry."""
+        self.currency: Currency | None = None
+        """The account."""
+        self.account: Account | None = None
+        """The account."""
+        self.summary: str | None = None
+        """The summary."""
+        self.debit: Decimal | None = None
+        """The debit amount."""
+        self.credit: Decimal | None = None
+        """The credit amount."""
+        self.amount: Decimal | None = None
+        """The amount."""
+        if entry is not None:
+            self.entry = entry
+            self.summary = entry.summary
+            self.debit = entry.amount if entry.is_debit else None
+            self.credit = None if entry.is_debit else entry.amount
+            self.amount = entry.amount
+
+
+class CSVRow(BaseCSVRow):
+    """A row in the CSV journal."""
+
+    def __init__(self, txn_date: str | date,
+                 currency: str,
+                 account: str,
+                 summary: str | None,
+                 debit: str | Decimal | None,
+                 credit: str | Decimal | None,
+                 note: str | None):
+        """Constructs a row in the CSV journal.
+
+        :param txn_date: The transaction date.
+        :param summary: The summary.
+        :param debit: The debit amount.
+        :param credit: The credit amount.
+        :param note: The note.
+        """
+        self.date: str | date = txn_date
+        """The date."""
+        self.currency: str = currency
+        """The currency."""
+        self.account: str = account
+        """The account."""
+        self.summary: str | None = summary
+        """The summary."""
+        self.debit: str | Decimal | None = debit
+        """The debit amount."""
+        self.credit: str | Decimal | None = credit
+        """The credit amount."""
+        self.note: str | None = note
+        """The note."""
+
+    @property
+    def values(self) -> list[str | Decimal | None]:
+        """Returns the values of the row.
+
+        :return: The values of the row.
+        """
+        return [self.date, self.currency, self.account, self.summary,
+                self.debit, self.credit, self.note]
+
+
+class JournalPageParams(PageParams):
+    """The HTML parameters of the journal."""
+
+    def __init__(self, period: Period,
+                 pagination: Pagination[Entry],
+                 entries: list[Entry]):
+        """Constructs the HTML parameters of the journal.
+
+        :param period: The period.
+        :param entries: The journal entries.
+        """
+        self.period: Period = period
+        """The period."""
+        self.pagination: Pagination[Entry] = pagination
+        """The pagination."""
+        self.entries: list[Entry] = entries
+        """The entries."""
+        self.period_chooser: JournalPeriodChooser \
+            = JournalPeriodChooser()
+        """The period chooser."""
+
+    @property
+    def has_data(self) -> bool:
+        """Returns whether there is any data on the page.
+
+        :return: True if there is any data, or False otherwise.
+        """
+        return len(self.entries) > 0
+
+    @property
+    def report_chooser(self) -> ReportChooser:
+        """Returns the report chooser.
+
+        :return: The report chooser.
+        """
+        return ReportChooser(ReportType.JOURNAL,
+                             period=self.period)
+
+
+def _populate_entries(entries: list[Entry]) -> None:
+    """Populates the journal entries with relative data.
+
+    :param entries: The journal entries.
+    :return: None.
+    """
+    transactions: dict[int, Transaction] \
+        = {x.id: x for x in Transaction.query.filter(
+           Transaction.id.in_({x.entry.transaction_id for x in entries}))}
+    accounts: dict[int, Account] \
+        = {x.id: x for x in Account.query.filter(
+           Account.id.in_({x.entry.account_id for x in entries}))}
+    currencies: dict[int, Currency] \
+        = {x.code: x for x in Currency.query.filter(
+           Currency.code.in_({x.entry.currency_code for x in entries}))}
+    for entry in entries:
+        entry.transaction = transactions[entry.entry.transaction_id]
+        entry.account = accounts[entry.entry.account_id]
+        entry.currency = currencies[entry.entry.currency_code]
+
+
+class Journal(BaseReport):
+    """The journal."""
+
+    def __init__(self, period: Period):
+        """Constructs a journal.
+
+        :param period: The period.
+        """
+        """The account."""
+        self.__period: Period = period
+        """The period."""
+        self.__entries: list[Entry] = self.__query_entries()
+        """The journal entries."""
+
+    def __query_entries(self) -> list[Entry]:
+        """Queries and returns the journal entries.
+
+        :return: The journal entries.
+        """
+        conditions: list[sa.BinaryExpression] = []
+        if self.__period.start is not None:
+            conditions.append(Transaction.date >= self.__period.start)
+        if self.__period.end is not None:
+            conditions.append(Transaction.date <= self.__period.end)
+        return [Entry(x) for x in db.session
+                .query(JournalEntry).join(Transaction).filter(*conditions)
+                .order_by(Transaction.date,
+                          JournalEntry.is_debit.desc(),
+                          JournalEntry.no).all()]
+
+    def csv(self) -> Response:
+        """Returns the report as CSV for download.
+
+        :return: The response of the report for download.
+        """
+        filename: str = f"journal-{self.__period.spec}.csv"
+        return csv_download(filename, self.__get_csv_rows())
+
+    def __get_csv_rows(self) -> list[CSVRow]:
+        """Composes and returns the CSV rows.
+
+        :return: The CSV rows.
+        """
+        _populate_entries(self.__entries)
+        rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Currency"),
+                                     gettext("Account"), gettext("Summary"),
+                                     gettext("Debit"), gettext("Credit"),
+                                     gettext("Note"))]
+        rows.extend([CSVRow(x.transaction.date, x.currency.code,
+                            str(x.account).title(), x.summary,
+                            x.debit, x.credit, x.transaction.note)
+                     for x in self.__entries])
+        return rows
+
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """
+        pagination: Pagination[Entry] = Pagination[Entry](self.__entries)
+        page_entries: list[Entry] = pagination.list
+        _populate_entries(page_entries)
+        params: JournalPageParams = JournalPageParams(
+            period=self.__period,
+            pagination=pagination,
+            entries=page_entries)
+        return render_template("accounting/report/journal.html",
+                               report=params)

src/accounting/report/reports/ledger.py

@@ -0,0 +1,439 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The ledger.
+
+"""
+from datetime import date
+from decimal import Decimal
+
+import sqlalchemy as sa
+from flask import url_for, render_template, Response
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, Account, Transaction, JournalEntry
+from accounting.report.period import Period
+from accounting.utils.pagination import Pagination
+from .utils.base_report import BaseReport
+from .utils.csv_export import BaseCSVRow, csv_download
+from .utils.option_link import OptionLink
+from .utils.page_params import PageParams
+from .utils.period_choosers import LedgerPeriodChooser
+from .utils.report_chooser import ReportChooser
+from .utils.report_type import ReportType
+
+
+class Entry:
+    """An entry in the ledger."""
+
+    def __init__(self, entry: JournalEntry | None = None):
+        """Constructs the entry in the ledger.
+
+        :param entry: The journal entry.
+        """
+        self.entry: JournalEntry | None = None
+        """The journal entry."""
+        self.transaction: Transaction | None = None
+        """The transaction."""
+        self.is_brought_forward: bool = False
+        """Whether this is the brought-forward entry."""
+        self.is_total: bool = False
+        """Whether this is the total entry."""
+        self.date: date | None = None
+        """The date."""
+        self.account: Account | None = None
+        """The account."""
+        self.summary: str | None = None
+        """The summary."""
+        self.debit: Decimal | None = None
+        """The debit amount."""
+        self.credit: Decimal | None = None
+        """The credit amount."""
+        self.balance: Decimal | None = None
+        """The balance."""
+        self.note: str | None = None
+        """The note."""
+        if entry is not None:
+            self.entry = entry
+            self.summary = entry.summary
+            self.debit = entry.amount if entry.is_debit else None
+            self.credit = None if entry.is_debit else entry.amount
+
+
+class EntryCollector:
+    """The ledger entry collector."""
+
+    def __init__(self, currency: Currency, account: Account, period: Period):
+        """Constructs the ledger entry collector.
+
+        :param currency: The currency.
+        :param account: The account.
+        :param period: The period.
+        """
+        self.__currency: Currency = currency
+        """The currency."""
+        self.__account: Account = account
+        """The account."""
+        self.__period: Period = period
+        """The period"""
+        self.brought_forward: Entry | None
+        """The brought-forward entry."""
+        self.entries: list[Entry]
+        """The ledger entries."""
+        self.total: Entry | None
+        """The total entry."""
+        self.brought_forward = self.__get_brought_forward_entry()
+        self.entries = self.__query_entries()
+        self.total = self.__get_total_entry()
+        self.__populate_balance()
+
+    def __get_brought_forward_entry(self) -> Entry | None:
+        """Queries, composes and returns the brought-forward entry.
+
+        :return: The brought-forward entry, or None if the ledger starts from
+            the beginning.
+        """
+        if self.__period.start is None:
+            return None
+        balance_func: sa.Function = sa.func.sum(sa.case(
+            (JournalEntry.is_debit, JournalEntry.amount),
+            else_=-JournalEntry.amount))
+        select: sa.Select = sa.Select(balance_func).join(Transaction)\
+            .filter(JournalEntry.currency_code == self.__currency.code,
+                    JournalEntry.account_id == self.__account.id,
+                    Transaction.date < self.__period.start)
+        balance: int | None = db.session.scalar(select)
+        if balance is None:
+            return None
+        entry: Entry = Entry()
+        entry.is_brought_forward = True
+        entry.date = self.__period.start
+        entry.summary = gettext("Brought forward")
+        if balance > 0:
+            entry.debit = balance
+        elif balance < 0:
+            entry.credit = -balance
+        entry.balance = balance
+        return entry
+
+    def __query_entries(self) -> list[Entry]:
+        """Queries and returns the ledger entries.
+
+        :return: The ledger entries.
+        """
+        conditions: list[sa.BinaryExpression] \
+            = [JournalEntry.currency_code == self.__currency.code,
+               JournalEntry.account_id == self.__account.id]
+        if self.__period.start is not None:
+            conditions.append(Transaction.date >= self.__period.start)
+        if self.__period.end is not None:
+            conditions.append(Transaction.date <= self.__period.end)
+        return [Entry(x) for x in JournalEntry.query.join(Transaction)
+                .filter(*conditions)
+                .order_by(Transaction.date,
+                          JournalEntry.is_debit.desc(),
+                          JournalEntry.no).all()]
+
+    def __get_total_entry(self) -> Entry | None:
+        """Composes the total entry.
+
+        :return: The total entry, or None if there is no data.
+        """
+        if self.brought_forward is None and len(self.entries) == 0:
+            return None
+        entry: Entry = Entry()
+        entry.is_total = True
+        entry.summary = gettext("Total")
+        entry.debit = sum([x.debit for x in self.entries
+                           if x.debit is not None])
+        entry.credit = sum([x.credit for x in self.entries
+                            if x.credit is not None])
+        entry.balance = entry.debit - entry.credit
+        if self.brought_forward is not None:
+            entry.balance = self.brought_forward.balance + entry.balance
+        return entry
+
+    def __populate_balance(self) -> None:
+        """Populates the balance of the entries.
+
+        :return: None.
+        """
+        balance: Decimal = 0 if self.brought_forward is None \
+            else self.brought_forward.balance
+        for entry in self.entries:
+            if entry.debit is not None:
+                balance = balance + entry.debit
+            if entry.credit is not None:
+                balance = balance - entry.credit
+            entry.balance = balance
+
+
+class CSVRow(BaseCSVRow):
+    """A row in the CSV ledger."""
+
+    def __init__(self, txn_date: date | str | None,
+                 summary: str | None,
+                 debit: str | Decimal | None,
+                 credit: str | Decimal | None,
+                 balance: str | Decimal | None,
+                 note: str | None):
+        """Constructs a row in the CSV ledger.
+
+        :param txn_date: The transaction date.
+        :param summary: The summary.
+        :param debit: The debit amount.
+        :param credit: The credit amount.
+        :param balance: The balance.
+        :param note: The note.
+        """
+        self.date: date | str | None = txn_date
+        """The date."""
+        self.summary: str | None = summary
+        """The summary."""
+        self.debit: str | Decimal | None = debit
+        """The debit amount."""
+        self.credit: str | Decimal | None = credit
+        """The credit amount."""
+        self.balance: str | Decimal | None = balance
+        """The balance."""
+        self.note: str | None = note
+        """The note."""
+
+    @property
+    def values(self) -> list[str | Decimal | None]:
+        """Returns the values of the row.
+
+        :return: The values of the row.
+        """
+        return [self.date, self.summary,
+                self.debit, self.credit, self.balance, self.note]
+
+
+class LedgerPageParams(PageParams):
+    """The HTML parameters of the ledger."""
+
+    def __init__(self, currency: Currency,
+                 account: Account,
+                 period: Period,
+                 has_data: bool,
+                 pagination: Pagination[Entry],
+                 brought_forward: Entry | None,
+                 entries: list[Entry],
+                 total: Entry | None):
+        """Constructs the HTML parameters of the ledger.
+
+        :param currency: The currency.
+        :param account: The account.
+        :param period: The period.
+        :param has_data: True if there is any data, or False otherwise.
+        :param brought_forward: The brought-forward entry.
+        :param entries: The ledger entries.
+        :param total: The total entry.
+        """
+        self.currency: Currency = currency
+        """The currency."""
+        self.account: Account = account
+        """The account."""
+        self.period: Period = period
+        """The period."""
+        self.__has_data: bool = has_data
+        """True if there is any data, or False otherwise."""
+        self.pagination: Pagination[Entry] = pagination
+        """The pagination."""
+        self.brought_forward: Entry | None = brought_forward
+        """The brought-forward entry."""
+        self.entries: list[Entry] = entries
+        """The entries."""
+        self.total: Entry | None = total
+        """The total entry."""
+        self.period_chooser: LedgerPeriodChooser \
+            = LedgerPeriodChooser(currency, account)
+        """The period chooser."""
+
+    @property
+    def has_data(self) -> bool:
+        """Returns whether there is any data on the page.
+
+        :return: True if there is any data, or False otherwise.
+        """
+        return self.__has_data
+
+    @property
+    def report_chooser(self) -> ReportChooser:
+        """Returns the report chooser.
+
+        :return: The report chooser.
+        """
+        return ReportChooser(ReportType.LEDGER,
+                             currency=self.currency,
+                             account=self.account,
+                             period=self.period)
+
+    @property
+    def currency_options(self) -> list[OptionLink]:
+        """Returns the currency options.
+
+        :return: The currency options.
+        """
+        def get_url(currency: Currency):
+            if self.period.is_default:
+                return url_for("accounting.report.ledger-default",
+                               currency=currency, account=self.account)
+            return url_for("accounting.report.ledger",
+                           currency=currency, account=self.account,
+                           period=self.period)
+
+        in_use: set[str] = set(db.session.scalars(
+            sa.select(JournalEntry.currency_code)
+            .group_by(JournalEntry.currency_code)).all())
+        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
+                for x in Currency.query.filter(Currency.code.in_(in_use))
+                .order_by(Currency.code).all()]
+
+    @property
+    def account_options(self) -> list[OptionLink]:
+        """Returns the account options.
+
+        :return: The account options.
+        """
+        def get_url(account: Account):
+            if self.period.is_default:
+                return url_for("accounting.report.ledger-default",
+                               currency=self.currency, account=account)
+            return url_for("accounting.report.ledger",
+                           currency=self.currency, account=account,
+                           period=self.period)
+
+        in_use: sa.Select = sa.Select(JournalEntry.account_id)\
+            .filter(JournalEntry.currency_code == self.currency.code)\
+            .group_by(JournalEntry.account_id)
+        return [OptionLink(str(x), get_url(x), x.id == self.account.id)
+                for x in Account.query.filter(Account.id.in_(in_use))
+                .order_by(Account.base_code, Account.no).all()]
+
+
+def _populate_entries(entries: list[Entry]) -> None:
+    """Populates the ledger entries with relative data.
+
+    :param entries: The ledger entries.
+    :return: None.
+    """
+    transactions: dict[int, Transaction] \
+        = {x.id: x for x in Transaction.query.filter(
+           Transaction.id.in_({x.entry.transaction_id for x in entries
+                               if x.entry is not None}))}
+    for entry in entries:
+        if entry.entry is not None:
+            entry.transaction = transactions[entry.entry.transaction_id]
+            entry.date = entry.transaction.date
+            entry.note = entry.transaction.note
+
+
+class Ledger(BaseReport):
+    """The ledger."""
+
+    def __init__(self, currency: Currency, account: Account, period: Period):
+        """Constructs a ledger.
+
+        :param currency: The currency.
+        :param account: The account.
+        :param period: The period.
+        """
+        self.__currency: Currency = currency
+        """The currency."""
+        self.__account: Account = account
+        """The account."""
+        self.__period: Period = period
+        """The period."""
+        collector: EntryCollector = EntryCollector(
+            self.__currency, self.__account, self.__period)
+        self.__brought_forward: Entry | None = collector.brought_forward
+        """The brought-forward entry."""
+        self.__entries: list[Entry] = collector.entries
+        """The ledger entries."""
+        self.__total: Entry | None = collector.total
+        """The total entry."""
+
+    def csv(self) -> Response:
+        """Returns the report as CSV for download.
+
+        :return: The response of the report for download.
+        """
+        filename: str = "ledger-{currency}-{account}-{period}.csv"\
+            .format(currency=self.__currency.code, account=self.__account.code,
+                    period=self.__period.spec)
+        return csv_download(filename, self.__get_csv_rows())
+
+    def __get_csv_rows(self) -> list[CSVRow]:
+        """Composes and returns the CSV rows.
+
+        :return: The CSV rows.
+        """
+        _populate_entries(self.__entries)
+        rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Summary"),
+                                     gettext("Debit"), gettext("Credit"),
+                                     gettext("Balance"), gettext("Note"))]
+        if self.__brought_forward is not None:
+            rows.append(CSVRow(self.__brought_forward.date,
+                               self.__brought_forward.summary,
+                               self.__brought_forward.debit,
+                               self.__brought_forward.credit,
+                               self.__brought_forward.balance,
+                               None))
+        rows.extend([CSVRow(x.date, x.summary,
+                            x.debit, x.credit, x.balance, x.note)
+                     for x in self.__entries])
+        if self.__total is not None:
+            rows.append(CSVRow(gettext("Total"), None,
+                               self.__total.debit, self.__total.credit,
+                               self.__total.balance, None))
+        return rows
+
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """
+        all_entries: list[Entry] = []
+        if self.__brought_forward is not None:
+            all_entries.append(self.__brought_forward)
+        all_entries.extend(self.__entries)
+        if self.__total is not None:
+            all_entries.append(self.__total)
+        pagination: Pagination[Entry] = Pagination[Entry](all_entries)
+        page_entries: list[Entry] = pagination.list
+        has_data: bool = len(page_entries) > 0
+        _populate_entries(page_entries)
+        brought_forward: Entry | None = None
+        if len(page_entries) > 0 and page_entries[0].is_brought_forward:
+            brought_forward = page_entries[0]
+            page_entries = page_entries[1:]
+        total: Entry | None = None
+        if len(page_entries) > 0 and page_entries[-1].is_total:
+            total = page_entries[-1]
+            page_entries = page_entries[:-1]
+        params: LedgerPageParams = LedgerPageParams(
+            currency=self.__currency,
+            account=self.__account,
+            period=self.__period,
+            has_data=has_data,
+            pagination=pagination,
+            brought_forward=brought_forward,
+            entries=page_entries,
+            total=total)
+        return render_template("accounting/report/ledger.html",
+                               report=params)

src/accounting/report/reports/search.py

@@ -0,0 +1,299 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/8
+
+#  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 search.
+
+"""
+from datetime import date, datetime
+from decimal import Decimal
+
+import sqlalchemy as sa
+from flask import Response, render_template, request
+
+from accounting.locale import gettext
+from accounting.models import Currency, CurrencyL10n, Account, AccountL10n, \
+    Transaction, JournalEntry
+from accounting.utils.pagination import Pagination
+from accounting.utils.query import parse_query_keywords
+from .utils.base_report import BaseReport
+from .utils.csv_export import BaseCSVRow, csv_download
+from .utils.page_params import PageParams
+from .utils.report_chooser import ReportChooser
+from .utils.report_type import ReportType
+
+
+class Entry:
+    """An entry in the search result."""
+
+    def __init__(self, entry: JournalEntry | None = None):
+        """Constructs the entry in the search result.
+
+        :param entry: The journal entry.
+        """
+        self.entry: JournalEntry | None = None
+        """The journal entry."""
+        self.transaction: Transaction | None = None
+        """The transaction."""
+        self.is_total: bool = False
+        """Whether this is the total entry."""
+        self.currency: Currency | None = None
+        """The account."""
+        self.account: Account | None = None
+        """The account."""
+        self.summary: str | None = None
+        """The summary."""
+        self.debit: Decimal | None = None
+        """The debit amount."""
+        self.credit: Decimal | None = None
+        """The credit amount."""
+        self.amount: Decimal | None = None
+        """The amount."""
+        if entry is not None:
+            self.entry = entry
+            self.summary = entry.summary
+            self.debit = entry.amount if entry.is_debit else None
+            self.credit = None if entry.is_debit else entry.amount
+            self.amount = entry.amount
+
+
+class CSVRow(BaseCSVRow):
+    """A row in the CSV search result."""
+
+    def __init__(self, txn_date: str | date,
+                 currency: str,
+                 account: str,
+                 summary: str | None,
+                 debit: str | Decimal | None,
+                 credit: str | Decimal | None,
+                 note: str | None):
+        """Constructs a row in the CSV search result.
+
+        :param txn_date: The transaction date.
+        :param summary: The summary.
+        :param debit: The debit amount.
+        :param credit: The credit amount.
+        :param note: The note.
+        """
+        self.date: str | date = txn_date
+        """The date."""
+        self.currency: str = currency
+        """The currency."""
+        self.account: str = account
+        """The account."""
+        self.summary: str | None = summary
+        """The summary."""
+        self.debit: str | Decimal | None = debit
+        """The debit amount."""
+        self.credit: str | Decimal | None = credit
+        """The credit amount."""
+        self.note: str | None = note
+        """The note."""
+
+    @property
+    def values(self) -> list[str | Decimal | None]:
+        """Returns the values of the row.
+
+        :return: The values of the row.
+        """
+        return [self.date, self.currency, self.account, self.summary,
+                self.debit, self.credit, self.note]
+
+
+class SearchPageParams(PageParams):
+    """The HTML parameters of the search result."""
+
+    def __init__(self, pagination: Pagination[Entry],
+                 entries: list[Entry]):
+        """Constructs the HTML parameters of the search result.
+
+        :param entries: The search result entries.
+        """
+        self.pagination: Pagination[Entry] = pagination
+        """The pagination."""
+        self.entries: list[Entry] = entries
+        """The entries."""
+
+    @property
+    def has_data(self) -> bool:
+        """Returns whether there is any data on the page.
+
+        :return: True if there is any data, or False otherwise.
+        """
+        return len(self.entries) > 0
+
+    @property
+    def report_chooser(self) -> ReportChooser:
+        """Returns the report chooser.
+
+        :return: The report chooser.
+        """
+        return ReportChooser(ReportType.SEARCH)
+
+
+def _populate_entries(entries: list[Entry]) -> None:
+    """Populates the search result entries with relative data.
+
+    :param entries: The search result entries.
+    :return: None.
+    """
+    transactions: dict[int, Transaction] \
+        = {x.id: x for x in Transaction.query.filter(
+           Transaction.id.in_({x.entry.transaction_id for x in entries}))}
+    accounts: dict[int, Account] \
+        = {x.id: x for x in Account.query.filter(
+           Account.id.in_({x.entry.account_id for x in entries}))}
+    currencies: dict[int, Currency] \
+        = {x.code: x for x in Currency.query.filter(
+           Currency.code.in_({x.entry.currency_code for x in entries}))}
+    for entry in entries:
+        entry.transaction = transactions[entry.entry.transaction_id]
+        entry.account = accounts[entry.entry.account_id]
+        entry.currency = currencies[entry.entry.currency_code]
+
+
+class Search(BaseReport):
+    """The search."""
+
+    def __init__(self):
+        """Constructs a search."""
+        """The account."""
+        self.__entries: list[Entry] = self.__query_entries()
+        """The journal entries."""
+
+    def __query_entries(self) -> list[Entry]:
+        """Queries and returns the journal entries.
+
+        :return: The journal entries.
+        """
+        keywords: list[str] = parse_query_keywords(request.args.get("q"))
+        if len(keywords) == 0:
+            return []
+        conditions: list[sa.BinaryExpression] = []
+        for k in keywords:
+            conditions.append(sa.or_(
+                JournalEntry.summary.contains(k),
+                sa.cast(JournalEntry.amount, sa.String).contains(k),
+                JournalEntry.account_id.in_(self.__get_account_condition(k)),
+                JournalEntry.currency_code.in_(
+                    self.__get_currency_condition(k)),
+                JournalEntry.transaction_id.in_(
+                    self.__get_transaction_condition(k))))
+        return [Entry(x) for x in JournalEntry.query.filter(*conditions)]
+
+    @staticmethod
+    def __get_account_condition(k: str) -> sa.Select:
+        """Composes and returns the condition to filter the account.
+
+        :param k: The keyword.
+        :return: The condition to filter the account.
+        """
+        code: sa.BinaryExpression = Account.base_code + "-" \
+            + sa.func.substr("000" + sa.cast(Account.no, sa.String),
+                             sa.func.char_length(sa.cast(Account.no,
+                                                         sa.String)) + 1)
+        select_l10n: sa.Select = sa.select(AccountL10n.account_id)\
+            .filter(AccountL10n.title.contains(k))
+        conditions: list[sa.BinaryExpression] \
+            = [Account.base_code.contains(k),
+               Account.title_l10n.contains(k),
+               code.contains(k),
+               Account.id.in_(select_l10n)]
+        if k in gettext("Pay-off needed"):
+            conditions.append(Account.is_pay_off_needed)
+        return sa.select(Account.id).filter(sa.or_(*conditions))
+
+    @staticmethod
+    def __get_currency_condition(k: str) -> sa.Select:
+        """Composes and returns the condition to filter the currency.
+
+        :param k: The keyword.
+        :return: The condition to filter the currency.
+        """
+        select_l10n: sa.Select = sa.select(CurrencyL10n.currency_code)\
+            .filter(CurrencyL10n.name.contains(k))
+        return sa.select(Currency.code).filter(
+            sa.or_(Currency.code.contains(k),
+                   Currency.name_l10n.contains(k),
+                   Currency.code.in_(select_l10n)))
+
+    @staticmethod
+    def __get_transaction_condition(k: str) -> sa.Select:
+        """Composes and returns the condition to filter the transaction.
+
+        :param k: The keyword.
+        :return: The condition to filter the transaction.
+        """
+        conditions: list[sa.BinaryExpression] \
+            = [Transaction.note.contains(k)]
+        txn_date: datetime
+        try:
+            txn_date = datetime.strptime(k, "%Y")
+            conditions.append(
+                sa.extract("year", Transaction.date) == txn_date.year)
+        except ValueError:
+            pass
+        try:
+            txn_date = datetime.strptime(k, "%Y/%m")
+            conditions.append(sa.and_(
+                sa.extract("year", Transaction.date) == txn_date.year,
+                sa.extract("month", Transaction.date) == txn_date.month))
+        except ValueError:
+            pass
+        try:
+            txn_date = datetime.strptime(f"2000/{k}", "%Y/%m/%d")
+            conditions.append(sa.and_(
+                sa.extract("month", Transaction.date) == txn_date.month,
+                sa.extract("day", Transaction.date) == txn_date.day))
+        except ValueError:
+            pass
+        return sa.select(Transaction.id).filter(sa.or_(*conditions))
+
+    def csv(self) -> Response:
+        """Returns the report as CSV for download.
+
+        :return: The response of the report for download.
+        """
+        filename: str = "search-{q}.csv".format(q=request.args["q"])
+        return csv_download(filename, self.__get_csv_rows())
+
+    def __get_csv_rows(self) -> list[CSVRow]:
+        """Composes and returns the CSV rows.
+
+        :return: The CSV rows.
+        """
+        _populate_entries(self.__entries)
+        rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Currency"),
+                                     gettext("Account"), gettext("Summary"),
+                                     gettext("Debit"), gettext("Credit"),
+                                     gettext("Note"))]
+        rows.extend([CSVRow(x.transaction.date, x.currency.code,
+                            str(x.account).title(), x.summary,
+                            x.debit, x.credit, x.transaction.note)
+                     for x in self.__entries])
+        return rows
+
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """
+        pagination: Pagination[Entry] = Pagination[Entry](self.__entries)
+        page_entries: list[Entry] = pagination.list
+        _populate_entries(page_entries)
+        params: SearchPageParams = SearchPageParams(pagination=pagination,
+                                                    entries=page_entries)
+        return render_template("accounting/report/search.html",
+                               report=params)

src/accounting/report/reports/trial_balance.py

@@ -0,0 +1,264 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The trial balance.
+
+"""
+from decimal import Decimal
+
+import sqlalchemy as sa
+from flask import url_for, Response, render_template
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, Account, Transaction, JournalEntry
+from accounting.report.period import Period
+from .utils.base_report import BaseReport
+from .utils.csv_export import BaseCSVRow, csv_download
+from .utils.option_link import OptionLink
+from .utils.page_params import PageParams
+from .utils.period_choosers import TrialBalancePeriodChooser
+from .utils.report_chooser import ReportChooser
+from .utils.report_type import ReportType
+
+
+class TrialBalanceAccount:
+    """An account in the trial balance."""
+
+    def __init__(self, account: Account, amount: Decimal, url: str):
+        """Constructs an account in the trial balance.
+
+        :param account: The account.
+        :param amount: The amount.
+        :param url: The URL to the ledger of the account.
+        """
+        self.account: Account = account
+        """The account."""
+        self.debit: Decimal | None = amount if amount > 0 else None
+        """The debit amount."""
+        self.credit: Decimal | None = -amount if amount < 0 else None
+        """The credit amount."""
+        self.url: str = url
+        """The URL to the ledger of the account."""
+
+
+class TrialBalanceTotal:
+    """The total in the trial balance."""
+
+    def __init__(self, debit: Decimal, credit: Decimal):
+        """Constructs the total in the trial balance.
+
+        :param debit: The debit amount.
+        :param credit: The credit amount.
+        """
+        self.debit: Decimal | None = debit
+        """The debit amount."""
+        self.credit: Decimal | None = credit
+        """The credit amount."""
+
+
+class CSVRow(BaseCSVRow):
+    """A row in the CSV trial balance."""
+
+    def __init__(self, text: str | None,
+                 debit: str | Decimal | None,
+                 credit: str | Decimal | None):
+        """Constructs a row in the CSV trial balance.
+
+        :param text: The text.
+        :param debit: The debit amount.
+        :param credit: The credit amount.
+        """
+        self.text: str | None = text
+        """The text."""
+        self.debit: str | Decimal | None = debit
+        """The debit amount."""
+        self.credit: str | Decimal | None = credit
+        """The credit amount."""
+
+    @property
+    def values(self) -> list[str | Decimal | None]:
+        """Returns the values of the row.
+
+        :return: The values of the row.
+        """
+        return [self.text, self.debit, self.credit]
+
+
+class TrialBalancePageParams(PageParams):
+    """The HTML parameters of the trial balance."""
+
+    def __init__(self, currency: Currency,
+                 period: Period,
+                 accounts: list[TrialBalanceAccount],
+                 total: TrialBalanceTotal):
+        """Constructs the HTML parameters of the trial balance.
+
+        :param currency: The currency.
+        :param period: The period.
+        :param accounts: The accounts in the trial balance.
+        :param total: The total of the trial balance.
+        """
+        self.currency: Currency = currency
+        """The currency."""
+        self.period: Period = period
+        """The period."""
+        self.accounts: list[TrialBalanceAccount] = accounts
+        """The accounts in the trial balance."""
+        self.total: TrialBalanceTotal = total
+        """The total of the trial balance."""
+        self.period_chooser: TrialBalancePeriodChooser \
+            = TrialBalancePeriodChooser(currency)
+        """The period chooser."""
+
+    @property
+    def has_data(self) -> bool:
+        """Returns whether there is any data on the page.
+
+        :return: True if there is any data, or False otherwise.
+        """
+        return len(self.accounts) > 0
+
+    @property
+    def report_chooser(self) -> ReportChooser:
+        """Returns the report chooser.
+
+        :return: The report chooser.
+        """
+        return ReportChooser(ReportType.TRIAL_BALANCE,
+                             currency=self.currency,
+                             period=self.period)
+
+    @property
+    def currency_options(self) -> list[OptionLink]:
+        """Returns the currency options.
+
+        :return: The currency options.
+        """
+        def get_url(currency: Currency):
+            if self.period.is_default:
+                return url_for("accounting.report.trial-balance-default",
+                               currency=currency)
+            return url_for("accounting.report.trial-balance",
+                           currency=currency, period=self.period)
+
+        in_use: set[str] = set(db.session.scalars(
+            sa.select(JournalEntry.currency_code)
+            .group_by(JournalEntry.currency_code)).all())
+        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
+                for x in Currency.query.filter(Currency.code.in_(in_use))
+                .order_by(Currency.code).all()]
+
+
+class TrialBalance(BaseReport):
+    """The trial balance."""
+
+    def __init__(self, currency: Currency, period: Period):
+        """Constructs a trial balance.
+
+        :param currency: The currency.
+        :param period: The period.
+        """
+        self.__currency: Currency = currency
+        """The currency."""
+        self.__period: Period = period
+        """The period."""
+        self.__accounts: list[TrialBalanceAccount]
+        """The accounts in the trial balance."""
+        self.__total: TrialBalanceTotal
+        """The total of the trial balance."""
+        self.__set_data()
+
+    def __set_data(self) -> None:
+        """Queries and sets data sections in the trial balance.
+
+        :return: None.
+        """
+        conditions: list[sa.BinaryExpression] \
+            = [JournalEntry.currency_code == self.__currency.code]
+        if self.__period.start is not None:
+            conditions.append(Transaction.date >= self.__period.start)
+        if self.__period.end is not None:
+            conditions.append(Transaction.date <= self.__period.end)
+        balance_func: sa.Function = sa.func.sum(sa.case(
+            (JournalEntry.is_debit, JournalEntry.amount),
+            else_=-JournalEntry.amount)).label("balance")
+        select_balances: sa.Select \
+            = sa.select(Account.id, balance_func)\
+            .join(Transaction).join(Account)\
+            .filter(*conditions)\
+            .group_by(JournalEntry.account_id)\
+            .order_by(Account.base_code, Account.no)
+        balances: list[sa.Row] = db.session.execute(select_balances).all()
+        accounts: dict[int, Account] \
+            = {x.id: x for x in Account.query
+               .filter(Account.id.in_([x.id for x in balances])).all()}
+
+        def get_url(account: Account) -> str:
+            """Returns the ledger URL of an account.
+
+            :param account: The account.
+            :return: The ledger URL of the account.
+            """
+            if self.__period.is_default:
+                return url_for("accounting.report.ledger-default",
+                               currency=self.__currency, account=account)
+            return url_for("accounting.report.ledger",
+                           currency=self.__currency, account=account,
+                           period=self.__period)
+
+        self.__accounts = [TrialBalanceAccount(account=accounts[x.id],
+                                               amount=x.balance,
+                                               url=get_url(accounts[x.id]))
+                           for x in balances]
+        self.__total = TrialBalanceTotal(
+            sum([x.debit for x in self.__accounts if x.debit is not None]),
+            sum([x.credit for x in self.__accounts if x.credit is not None]))
+
+    def csv(self) -> Response:
+        """Returns the report as CSV for download.
+
+        :return: The response of the report for download.
+        """
+        filename: str = "trial-balance-{currency}-{period}.csv"\
+            .format(currency=self.__currency.code, period=self.__period.spec)
+        return csv_download(filename, self.__get_csv_rows())
+
+    def __get_csv_rows(self) -> list[CSVRow]:
+        """Composes and returns the CSV rows.
+
+        :return: The CSV rows.
+        """
+        rows: list[CSVRow] = [CSVRow(gettext("Account"), gettext("Debit"),
+                                     gettext("Credit"))]
+        rows.extend([CSVRow(str(x.account).title(), x.debit, x.credit)
+                     for x in self.__accounts])
+        rows.append(CSVRow(gettext("Total"), self.__total.debit,
+                           self.__total.credit))
+        return rows
+
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """
+        params: TrialBalancePageParams = TrialBalancePageParams(
+            currency=self.__currency,
+            period=self.__period,
+            accounts=self.__accounts,
+            total=self.__total)
+        return render_template("accounting/report/trial-balance.html",
+                               report=params)

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

@@ -0,0 +1,19 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The utilities to generate reports.
+
+"""

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

@@ -0,0 +1,40 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/8
+
+#  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 base report.
+
+"""
+from abc import ABC, abstractmethod
+
+from flask import Response
+
+
+class BaseReport(ABC):
+    """The base report class."""
+
+    @abstractmethod
+    def csv(self) -> Response:
+        """Returns the report as CSV for download.
+
+        :return: The response of the report for download.
+        """
+
+    @abstractmethod
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """

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

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

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

@@ -0,0 +1,34 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/5
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The option link.
+
+"""
+
+
+class OptionLink:
+    """An option link."""
+
+    def __init__(self, title: str, url: str, is_active: bool):
+        """Constructs an option link.
+
+        :param title: The title.
+        :param url: The URI.
+        :param is_active: True if active, or False otherwise
+        """
+        self.title: str = title
+        self.url: str = url
+        self.is_active: bool = is_active

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

@@ -0,0 +1,68 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/6
+
+#  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 page parameters of a report.
+
+"""
+import typing as t
+from abc import ABC, abstractmethod
+from urllib.parse import urlparse, ParseResult, parse_qsl, urlencode, \
+    urlunparse
+
+from flask import request
+
+from accounting.utils.txn_types import TransactionType
+from .report_chooser import ReportChooser
+
+
+class PageParams(ABC):
+    """The page parameters of a report."""
+
+    @property
+    @abstractmethod
+    def has_data(self) -> bool:
+        """Returns whether there is any data on the page.
+
+        :return: True if there is any data, or False otherwise.
+        """
+
+    @property
+    @abstractmethod
+    def report_chooser(self) -> ReportChooser:
+        """Returns the report chooser.
+
+        :return: The report chooser.
+        """
+
+    @property
+    def txn_types(self) -> t.Type[TransactionType]:
+        """Returns the transaction types.
+
+        :return: The transaction types.
+        """
+        return TransactionType
+
+    @property
+    def csv_uri(self) -> str:
+        uri: str = request.full_path if request.query_string \
+            else request.path
+        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", "csv"))
+        parts: list[str] = list(uri_p)
+        parts[4] = urlencode(params)
+        return urlunparse(parts)

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

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

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

@@ -0,0 +1,170 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The report chooser.
+
+This file is largely taken from the NanoParma ERP project, first written in
+2021/9/16 by imacat (imacat@nanoparma.com).
+
+"""
+import re
+import typing as t
+
+from flask import url_for
+from flask_babel import LazyString
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, Account
+from accounting.report.period import Period
+from accounting.template_globals import default_currency_code
+from .option_link import OptionLink
+from .report_type import ReportType
+
+
+class ReportChooser:
+    """The report chooser."""
+
+    def __init__(self, active_report: ReportType,
+                 period: Period | None = None,
+                 currency: Currency | None = None,
+                 account: Account | None = None):
+        """Constructs the report chooser.
+
+        :param active_report: The active report.
+        :param period: The period.
+        :param currency: The currency.
+        :param account: The account.
+        """
+        self.__active_report: ReportType = active_report
+        """The currently active report."""
+        self.__period: Period = Period.get_instance() if period is None \
+            else period
+        """The period."""
+        self.__currency: Currency = db.session.get(
+            Currency, default_currency_code()) \
+            if currency is None else currency
+        """The currency."""
+        self.__account: Account = Account.find_by_code("1111-001") \
+            if account is None else account
+        """The currency."""
+        self.__reports: list[OptionLink] = []
+        """The links to the reports."""
+        self.current_report: str | LazyString = ""
+        """The title of the current report."""
+        self.__reports.append(self.__journal)
+        self.__reports.append(self.__ledger)
+        self.__reports.append(self.__income_expenses)
+        self.__reports.append(self.__trial_balance)
+        self.__reports.append(self.__income_statement)
+        self.__reports.append(self.__balance_sheet)
+        for report in self.__reports:
+            if report.is_active:
+                self.current_report = report.title
+
+    @property
+    def __journal(self) -> OptionLink:
+        """Returns the journal.
+
+        :return: The journal.
+        """
+        url: str = url_for("accounting.report.journal-default") \
+            if self.__period.is_default \
+            else url_for("accounting.report.journal", period=self.__period)
+        return OptionLink(gettext("Journal"), url,
+                          self.__active_report == ReportType.JOURNAL)
+
+    @property
+    def __ledger(self) -> OptionLink:
+        """Returns the ledger.
+
+        :return: The ledger.
+        """
+        url: str = url_for("accounting.report.ledger-default",
+                           currency=self.__currency, account=self.__account) \
+            if self.__period.is_default \
+            else url_for("accounting.report.ledger",
+                         currency=self.__currency, account=self.__account,
+                         period=self.__period)
+        return OptionLink(gettext("Ledger"), url,
+                          self.__active_report == ReportType.LEDGER)
+
+    @property
+    def __income_expenses(self) -> OptionLink:
+        """Returns the income and expenses.
+
+        :return: The income and expenses.
+        """
+        account: Account = self.__account
+        if not re.match(r"[12][12]", account.base_code):
+            account: Account = Account.find_by_code("1111-001")
+        url: str = url_for("accounting.report.income-expenses-default",
+                           currency=self.__currency, account=account) \
+            if self.__period.is_default \
+            else url_for("accounting.report.income-expenses",
+                         currency=self.__currency, account=account,
+                         period=self.__period)
+        return OptionLink(gettext("Income and Expenses"), url,
+                          self.__active_report == ReportType.INCOME_EXPENSES)
+
+    @property
+    def __trial_balance(self) -> OptionLink:
+        """Returns the trial balance.
+
+        :return: The trial balance.
+        """
+        url: str = url_for("accounting.report.trial-balance-default",
+                           currency=self.__currency) \
+            if self.__period.is_default \
+            else url_for("accounting.report.trial-balance",
+                         currency=self.__currency, period=self.__period)
+        return OptionLink(gettext("Trial Balance"), url,
+                          self.__active_report == ReportType.TRIAL_BALANCE)
+
+    @property
+    def __income_statement(self) -> OptionLink:
+        """Returns the income statement.
+
+        :return: The income statement.
+        """
+        url: str = url_for("accounting.report.income-statement-default",
+                           currency=self.__currency) \
+            if self.__period.is_default \
+            else url_for("accounting.report.income-statement",
+                         currency=self.__currency, period=self.__period)
+        return OptionLink(gettext("Income Statement"), url,
+                          self.__active_report == ReportType.INCOME_STATEMENT)
+
+    @property
+    def __balance_sheet(self) -> OptionLink:
+        """Returns the balance sheet.
+
+        :return: The balance sheet.
+        """
+        url: str = url_for("accounting.report.balance-sheet-default",
+                           currency=self.__currency) \
+            if self.__period.is_default \
+            else url_for("accounting.report.balance-sheet",
+                         currency=self.__currency, period=self.__period)
+        return OptionLink(gettext("Balance Sheet"), url,
+                          self.__active_report == ReportType.BALANCE_SHEET)
+
+    def __iter__(self) -> t.Iterator[OptionLink]:
+        """Returns the iteration of the reports.
+
+        :return: The iteration of the reports.
+        """
+        return iter(self.__reports)

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

@@ -0,0 +1,38 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The report types.
+
+"""
+from enum import Enum
+
+
+class ReportType(Enum):
+    """The report types."""
+    JOURNAL: str = "journal"
+    """The journal."""
+    LEDGER: str = "ledger"
+    """The ledger."""
+    INCOME_EXPENSES: str = "income-expenses"
+    """The income and expenses."""
+    TRIAL_BALANCE: str = "trial-balance"
+    """The trial balance."""
+    INCOME_STATEMENT: str = "income-statement"
+    """The income statement."""
+    BALANCE_SHEET: str = "balance-sheet"
+    """The balance sheet."""
+    SEARCH: str = "search"
+    """The balance sheet."""

src/accounting/report/template_filters.py

@@ -0,0 +1,37 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The template filters for the reports.
+
+"""
+from decimal import Decimal
+
+from accounting.template_filters import format_amount as core_format_amount
+
+
+def format_amount(value: Decimal | None) -> str | None:
+    """Formats an amount for the report.
+
+    :param value: The amount.
+    :return: The formatted amount text.
+    """
+    if value is None:
+        return ""
+    is_negative: bool = value < 0
+    formatted: str = core_format_amount(abs(value))
+    if is_negative:
+        formatted = f"({formatted})"
+    return formatted

src/accounting/report/views.py

@@ -0,0 +1,291 @@
+# 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 views for the report management.
+
+"""
+from flask import Blueprint, request, Response
+
+from accounting.models import Currency, Account
+from accounting.utils.permission import has_permission, can_view
+from .income_expense_account import IncomeExpensesAccount
+from .period import Period
+from .reports import Journal, Ledger, IncomeExpenses, TrialBalance, \
+    IncomeStatement, BalanceSheet, Search
+from .template_filters import format_amount
+
+bp: Blueprint = Blueprint("report", __name__)
+"""The view blueprint for the reports."""
+bp.add_app_template_filter(format_amount, "accounting_report_format_amount")
+
+
+@bp.get("journal", endpoint="journal-default")
+@has_permission(can_view)
+def get_default_journal_list() -> str | Response:
+    """Returns the journal in the default period.
+
+    :return: The journal in the default period.
+    """
+    return __get_journal_list(Period.get_instance())
+
+
+@bp.get("journal/<period:period>", endpoint="journal")
+@has_permission(can_view)
+def get_journal_list(period: Period) -> str | Response:
+    """Returns the journal.
+
+    :param period: The period.
+    :return: The journal in the period.
+    """
+    return __get_journal_list(period)
+
+
+def __get_journal_list(period: Period) -> str | Response:
+    """Returns the journal.
+
+    :param period: The period.
+    :return: The journal in the period.
+    """
+    report: Journal = Journal(period)
+    if "as" in request.args and request.args["as"] == "csv":
+        return report.csv()
+    return report.html()
+
+
+@bp.get("ledger/<currency:currency>/<account:account>",
+        endpoint="ledger-default")
+@has_permission(can_view)
+def get_default_ledger_list(currency: Currency, account: Account) \
+        -> str | Response:
+    """Returns the ledger in the default period.
+
+    :param currency: The currency.
+    :param account: The account.
+    :return: The ledger in the default period.
+    """
+    return __get_ledger_list(currency, account, Period.get_instance())
+
+
+@bp.get("ledger/<currency:currency>/<account:account>/<period:period>",
+        endpoint="ledger")
+@has_permission(can_view)
+def get_ledger_list(currency: Currency, account: Account, period: Period) \
+        -> str | Response:
+    """Returns the ledger.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The ledger in the period.
+    """
+    return __get_ledger_list(currency, account, period)
+
+
+def __get_ledger_list(currency: Currency, account: Account, period: Period) \
+        -> str | Response:
+    """Returns the ledger.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The ledger in the period.
+    """
+    report: Ledger = Ledger(currency, account, period)
+    if "as" in request.args and request.args["as"] == "csv":
+        return report.csv()
+    return report.html()
+
+
+@bp.get("income-expenses/<currency:currency>/<ioAccount:account>",
+        endpoint="income-expenses-default")
+@has_permission(can_view)
+def get_default_income_expenses_list(currency: Currency,
+                                     account: IncomeExpensesAccount) \
+        -> str | Response:
+    """Returns the income and expenses in the default period.
+
+    :param currency: The currency.
+    :param account: The account.
+    :return: The income and expenses in the default period.
+    """
+    return __get_income_expenses_list(currency, account, Period.get_instance())
+
+
+@bp.get(
+    "income-expenses/<currency:currency>/<ioAccount:account>/<period:period>",
+    endpoint="income-expenses")
+@has_permission(can_view)
+def get_income_expenses_list(currency: Currency,
+                             account: IncomeExpensesAccount,
+                             period: Period) -> str | Response:
+    """Returns the income and expenses.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The income and expenses in the period.
+    """
+    return __get_income_expenses_list(currency, account, period)
+
+
+def __get_income_expenses_list(currency: Currency,
+                               account: IncomeExpensesAccount,
+                               period: Period) -> str | Response:
+    """Returns the income and expenses.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The income and expenses in the period.
+    """
+    report: IncomeExpenses = IncomeExpenses(currency, account, period)
+    if "as" in request.args and request.args["as"] == "csv":
+        return report.csv()
+    return report.html()
+
+
+@bp.get("trial-balance/<currency:currency>",
+        endpoint="trial-balance-default")
+@has_permission(can_view)
+def get_default_trial_balance_list(currency: Currency) -> str | Response:
+    """Returns the trial balance in the default period.
+
+    :param currency: The currency.
+    :return: The trial balance in the default period.
+    """
+    return __get_trial_balance_list(currency, Period.get_instance())
+
+
+@bp.get("trial-balance/<currency:currency>/<period:period>",
+        endpoint="trial-balance")
+@has_permission(can_view)
+def get_trial_balance_list(currency: Currency, period: Period) \
+        -> str | Response:
+    """Returns the trial balance.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The trial balance in the period.
+    """
+    return __get_trial_balance_list(currency, period)
+
+
+def __get_trial_balance_list(currency: Currency, period: Period) \
+        -> str | Response:
+    """Returns the trial balance.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The trial balance in the period.
+    """
+    report: TrialBalance = TrialBalance(currency, period)
+    if "as" in request.args and request.args["as"] == "csv":
+        return report.csv()
+    return report.html()
+
+
+@bp.get("income-statement/<currency:currency>",
+        endpoint="income-statement-default")
+@has_permission(can_view)
+def get_default_income_statement_list(currency: Currency) -> str | Response:
+    """Returns the income statement in the default period.
+
+    :param currency: The currency.
+    :return: The income statement in the default period.
+    """
+    return __get_income_statement_list(currency, Period.get_instance())
+
+
+@bp.get("income-statement/<currency:currency>/<period:period>",
+        endpoint="income-statement")
+@has_permission(can_view)
+def get_income_statement_list(currency: Currency, period: Period) \
+        -> str | Response:
+    """Returns the income statement.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The income statement in the period.
+    """
+    return __get_income_statement_list(currency, period)
+
+
+def __get_income_statement_list(currency: Currency, period: Period) \
+        -> str | Response:
+    """Returns the income statement.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The income statement in the period.
+    """
+    report: IncomeStatement = IncomeStatement(currency, period)
+    if "as" in request.args and request.args["as"] == "csv":
+        return report.csv()
+    return report.html()
+
+
+@bp.get("balance-sheet/<currency:currency>",
+        endpoint="balance-sheet-default")
+@has_permission(can_view)
+def get_default_balance_sheet_list(currency: Currency) -> str | Response:
+    """Returns the balance sheet in the default period.
+
+    :param currency: The currency.
+    :return: The balance sheet in the default period.
+    """
+    return __get_balance_sheet_list(currency, Period.get_instance())
+
+
+@bp.get("balance-sheet/<currency:currency>/<period:period>",
+        endpoint="balance-sheet")
+@has_permission(can_view)
+def get_balance_sheet_list(currency: Currency, period: Period) \
+        -> str | Response:
+    """Returns the balance sheet.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The balance sheet in the period.
+    """
+    return __get_balance_sheet_list(currency, period)
+
+
+def __get_balance_sheet_list(currency: Currency, period: Period) \
+        -> str | Response:
+    """Returns the balance sheet.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The balance sheet in the period.
+    """
+    report: BalanceSheet = BalanceSheet(currency, period)
+    if "as" in request.args and request.args["as"] == "csv":
+        return report.csv()
+    return report.html()
+
+
+@bp.get("search", endpoint="search")
+@has_permission(can_view)
+def search() -> str | Response:
+    """Returns the search result.
+
+    :return: The search result.
+    """
+    report: Search = Search()
+    if "as" in request.args and request.args["as"] == "csv":
+        return report.csv()
+    return report.html()
+

src/accounting/static/css/style.css

@@ -24,6 +24,9 @@
 .accounting-clickable {
     cursor: pointer;
 }
+.accounting-search-desktop-form {
+    max-width: 16rem;
+}
 .btn-group .btn .accounting-search-input {
     min-height: calc(1em + .5rem + 2px);
     padding: 0 0.5rem;
@@ -58,6 +61,15 @@
     font-size: 1.4rem;
     color: #373b3e;
 }
+.accounting-sheet {
+    padding: 2em 1.5em;
+    margin: 1em;
+    background-color: #F8F9FA;
+    box-shadow: 0 4px 8px 0 rgba(0, 0, 0, 0.2), 0 6px 20px 0 rgba(0, 0, 0, 0.19);
+}
+.accounting-sheet h2 {
+    border-bottom: thick double slategray;
+}
 
 /** The option selector */
 .accounting-selector-list {
@@ -79,15 +91,6 @@
 .accounting-entry-control {
     border-color: transparent;
 }
-.accounting-transaction-card {
-    padding: 2em 1.5em;
-    margin: 1em;
-    background-color: #F8F9FA;
-    box-shadow: 0 4px 8px 0 rgba(0, 0, 0, 0.2), 0 6px 20px 0 rgba(0, 0, 0, 0.19);
-}
-.accounting-transaction-card h2 {
-    border-bottom: thick double slategray;
-}
 .accounting-list-group-stripped .list-group-item:nth-child(2n+1) {
     background-color: #f2f2f2;
 }
@@ -109,6 +112,134 @@
     border-top: thick double slategray;
 }
 
+/* The report table */
+.accounting-report-table-header, .accounting-report-table-footer {
+    font-size: 1.2rem;
+    font-weight: bolder;
+}
+.accounting-report-table-header {
+    border-bottom: thin solid slategray;
+}
+.accounting-report-table-footer {
+    font-style: italic;
+    border-top: thin solid slategray;
+}
+.accounting-report-table-row {
+    display: grid;
+}
+a.accounting-report-table-row {
+    color: inherit;
+    text-decoration: none;
+}
+.accounting-report-table-row > div {
+    padding: .5rem;
+}
+.accounting-report-table .accounting-amount {
+    text-align: right;
+}
+.accounting-report-table-body .accounting-amount {
+    font-style: italic;
+}
+.accounting-report-table-body .accounting-report-table-row:nth-child(2n+1) {
+    background-color: #f2f2f2;
+}
+.accounting-report-table-body .accounting-report-table-row:hover {
+    background-color: rgba(0, 0, 0, 0.075);
+}
+.accounting-journal-table .accounting-report-table-row {
+    grid-template-columns: 1fr 1fr 2fr 4fr 1fr 1fr;
+}
+.accounting-ledger-table .accounting-report-table-row {
+    grid-template-columns: 1fr 4fr 1fr 1fr 1fr;
+}
+.accounting-ledger-table .accounting-report-table-footer .accounting-report-table-row {
+    grid-template-columns: 5fr 1fr 1fr 1fr;
+}
+.accounting-income-expenses-table .accounting-report-table-row {
+    grid-template-columns: 1fr 2fr 4fr 1fr 1fr 1fr;
+}
+.accounting-income-expenses-table .accounting-report-table-footer .accounting-report-table-row {
+    grid-template-columns: 7fr 1fr 1fr 1fr;
+}
+.accounting-trial-balance-table .accounting-report-table-header {
+    border-bottom: thick double slategray;
+}
+.accounting-trial-balance-table .accounting-report-table-footer {
+    border-top: thick double slategray;
+}
+.accounting-trial-balance-table .accounting-report-table-row {
+    grid-template-columns: 3fr 1fr 1fr;
+}
+.accounting-income-statement-table .accounting-report-table-body {
+    border-top: thick double slategray;
+    border-bottom: thick double slategray;
+}
+.accounting-income-statement-table .accounting-report-table-row {
+    display: flex;
+    justify-content: space-between;
+}
+.accounting-income-statement-table .accounting-report-table-header .accounting-report-table-row {
+    display: block;
+}
+.accounting-income-statement-section, .accounting-income-statement-total {
+    font-size: 1.2rem;
+    font-weight: bolder;
+}
+.accounting-income-statement-subsection, .accounting-income-statement-subtotal {
+    font-size: 1.1rem;
+}
+.accounting-income-statement-subtotal {
+    border-top: thin solid darkslategray;
+}
+/* Indents */
+.accounting-income-statement-subsection {
+    margin-left: 0.5rem;
+    margin-right: 0.5rem;
+}
+.accounting-income-statement-account, .accounting-income-statement-subtotal {
+    margin-left: 1rem;
+    margin-right: 1rem;
+}
+/* A visual blank line between categories */
+.accounting-income-statement-section {
+    margin-top: 2rem;
+}
+.accounting-income-statement-section:first-child {
+    margin-top: 0;
+}
+.accounting-income-statement-total {
+    margin-bottom: 2rem;
+}
+.accounting-income-statement-total:last-child {
+    margin-bottom: 0;
+}
+.accounting-balance-sheet-section, .accounting-balance-sheet-total {
+    font-size: 1.2rem;
+    font-weight: bolder;
+}
+.accounting-balance-sheet-section {
+    border-bottom: thick double darkslategray;
+}
+.accounting-balance-sheet-total {
+    border-top: thick double darkslategray;
+}
+.accounting-balance-sheet-subtotal {
+    font-size: 1.1rem;
+    font-weight: bolder;
+    border-top: thick double darkslategray;
+}
+.accounting-balance-sheet-account {
+    margin-left: 0.5rem;
+}
+.accounting-balance-sheet-total .accounting-amount, .accounting-balance-sheet-subtotal, .accounting-amount {
+    font-style: italic;
+}
+
+/* The accounting report */
+.accounting-mobile-journal-credit {
+    padding-left: 1rem;
+}
+
 /* The Material Design text field (floating form control in Bootstrap) */
 .accounting-material-text-field {
     position: relative;

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/period-chooser.js

@@ -0,0 +1,399 @@
+/* The Mia! Accounting Flask Project
+ * period-chooser.js: The JavaScript for the period chooser
+ */
+
+/*  Copyright (c) 2023 imacat.
+ *
+ *  Licensed under the Apache License, Version 2.0 (the "License");
+ *  you may not use this file except in compliance with the License.
+ *  You may obtain a copy of the License at
+ *
+ *      http://www.apache.org/licenses/LICENSE-2.0
+ *
+ *  Unless required by applicable law or agreed to in writing, software
+ *  distributed under the License is distributed on an "AS IS" BASIS,
+ *  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ *  See the License for the specific language governing permissions and
+ *  limitations under the License.
+ */
+
+/* Author: imacat@mail.imacat.idv.tw (imacat)
+ * First written: 2023/3/4
+ */
+
+// Initializes the page JavaScript.
+document.addEventListener("DOMContentLoaded", () => {
+    new PeriodChooser();
+});
+
+/**
+ * The period chooser.
+ *
+ */
+class PeriodChooser {
+
+    /**
+     * The prefix of the HTML ID and class
+     * @type {string}
+     */
+    prefix;
+
+    /**
+     * The modal of the period chooser
+     * @type {HTMLDivElement}
+     */
+    modal;
+
+    /**
+     * The tab planes
+     * @type {{month: MonthTab, year: YearTab, day: DayTab, custom: CustomTab}}
+     */
+    tabPlanes = {};
+
+    /**
+     * Constructs the period chooser.
+     *
+     */
+    constructor() {
+        this.prefix = "accounting-period-chooser";
+        this.modal = document.getElementById(this.prefix + "-modal");
+        for (const cls of [MonthTab, YearTab, DayTab, CustomTab]) {
+            const tab = new cls(this);
+            this.tabPlanes[tab.tabId()] = tab;
+        }
+    }
+}
+
+/**
+ * A tab plane.
+ *
+ * @abstract
+ * @private
+ */
+class TabPlane {
+
+    /**
+     * The period chooser
+     * @type {PeriodChooser}
+     */
+    chooser;
+
+    /**
+     * The prefix of the HTML ID and class
+     * @type {string}
+     */
+    prefix;
+
+    /**
+     * The tab
+     * @type {HTMLSpanElement}
+     */
+    #tab;
+
+    /**
+     * The page
+     * @type {HTMLDivElement}
+     */
+    #page;
+
+    /**
+     * Constructs a tab plane.
+     *
+     * @param chooser {PeriodChooser} the period chooser
+     */
+    constructor(chooser) {
+        this.chooser = chooser;
+        this.prefix = "accounting-period-chooser-" + this.tabId();
+        this.#tab = document.getElementById(this.prefix + "-tab");
+        this.#page = document.getElementById(this.prefix + "-page");
+        this.#tab.onclick = () => this.#switchToMe();
+    }
+
+    /**
+     * The tab ID
+     *
+     * @return {string}
+     * @abstract
+     */
+    tabId() { throw new Error("Method not implemented.") };
+
+    /**
+     * Switches to the tab plane.
+     *
+     */
+    #switchToMe() {
+        for (const tabPlane of Object.values(this.chooser.tabPlanes)) {
+            tabPlane.#tab.classList.remove("active")
+            tabPlane.#tab.ariaCurrent = "false";
+            tabPlane.#page.classList.add("d-none");
+            tabPlane.#page.ariaCurrent = "false";
+        }
+        this.#tab.classList.add("active");
+        this.#tab.ariaCurrent = "page";
+        this.#page.classList.remove("d-none");
+        this.#page.ariaCurrent = "page";
+    }
+}
+
+/**
+ * The month tab plane.
+ *
+ * @private
+ */
+class MonthTab extends TabPlane {
+
+    /**
+     * Constructs a tab plane.
+     *
+     * @param chooser {PeriodChooser} the period chooser
+     */
+    constructor(chooser) {
+        super(chooser);
+        const monthChooser = document.getElementById(this.prefix + "-chooser");
+        let start = monthChooser.dataset.start;
+        new tempusDominus.TempusDominus(monthChooser, {
+            restrictions: {
+                minDate: start,
+            },
+            display: {
+                inline: true,
+                components: {
+                    date: false,
+                    clock: false,
+                },
+            },
+            defaultDate: monthChooser.dataset.default,
+        });
+        monthChooser.addEventListener(tempusDominus.Namespace.events.change, (e) => {
+            const date = e.detail.date;
+            const year = date.year;
+            const month = date.month + 1;
+            const period = month < 10? year + "-0" + month: year + "-" + month;
+            window.location = chooser.modal.dataset.urlTemplate
+                .replaceAll("PERIOD", period);
+        });
+    }
+
+    /**
+     * The tab ID
+     *
+     * @return {string}
+     */
+    tabId() {
+        return "month";
+    }
+}
+
+/**
+ * The year tab plane.
+ *
+ * @private
+ */
+class YearTab extends TabPlane {
+
+    /**
+     * The tab ID
+     *
+     * @return {string}
+     */
+    tabId() {
+        return "year";
+    }
+}
+
+/**
+ * The day tab plane.
+ *
+ * @private
+ */
+class DayTab extends TabPlane {
+
+    /**
+     * The day input
+     * @type {HTMLInputElement}
+     */
+    #date;
+
+    /**
+     * The error of the date input
+     * @type {HTMLDivElement}
+     */
+    #dateError;
+
+    /**
+     * Constructs a tab plane.
+     *
+     * @param chooser {PeriodChooser} the period chooser
+     */
+    constructor(chooser) {
+        super(chooser);
+        this.#date = document.getElementById(this.prefix + "-date");
+        this.#dateError = document.getElementById(this.prefix + "-date-error");
+        this.#date.onchange = () => {
+            if (this.#validateDate()) {
+                window.location = chooser.modal.dataset.urlTemplate
+                    .replaceAll("PERIOD", this.#date.value);
+            }
+        };
+    }
+
+    /**
+     * Validates the date.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateDate() {
+        if (this.#date.value === "") {
+            this.#date.classList.add("is-invalid");
+            this.#dateError.innerText = A_("Please fill in the date.");
+            return false;
+        }
+        if (this.#date.value < this.#date.min) {
+            this.#date.classList.add("is-invalid");
+            this.#dateError.innerText = A_("The date is too early.");
+            return false;
+        }
+        this.#date.classList.remove("is-invalid");
+        this.#dateError.innerText = "";
+        return true;
+    }
+
+    /**
+     * The tab ID
+     *
+     * @return {string}
+     */
+    tabId() {
+        return "day";
+    }
+}
+
+/**
+ * The custom tab plane.
+ *
+ * @private
+ */
+class CustomTab extends TabPlane {
+
+    /**
+     * The start of the period
+     * @type {HTMLInputElement}
+     */
+    #start;
+
+    /**
+     * The error of the start
+     * @type {HTMLDivElement}
+     */
+    #startError;
+
+    /**
+     * The end of the period
+     * @type {HTMLInputElement}
+     */
+    #end;
+
+    /**
+     * The error of the end
+     * @type {HTMLDivElement}
+     */
+    #endError;
+
+    /**
+     * The confirm button
+     * @type {HTMLButtonElement}
+     */
+    #conform;
+
+    /**
+     * Constructs a tab plane.
+     *
+     * @param chooser {PeriodChooser} the period chooser
+     */
+    constructor(chooser) {
+        super(chooser);
+        this.#start = document.getElementById(this.prefix + "-start");
+        this.#startError = document.getElementById(this.prefix + "-start-error");
+        this.#end = document.getElementById(this.prefix + "-end");
+        this.#endError = document.getElementById(this.prefix + "-end-error");
+        this.#conform = document.getElementById(this.prefix + "-confirm");
+        this.#start.onchange = () => {
+            if (this.#validateStart()) {
+                this.#end.min = this.#start.value;
+            }
+        };
+        this.#end.onchange = () => {
+            if (this.#validateEnd()) {
+                this.#start.max = this.#end.value;
+            }
+        };
+        this.#conform.onclick = () => {
+            let isValid = true;
+            isValid = this.#validateStart() && isValid;
+            isValid = this.#validateEnd() && isValid;
+            if (isValid) {
+                window.location = chooser.modal.dataset.urlTemplate
+                    .replaceAll("PERIOD", this.#start.value + "-" + this.#end.value);
+            }
+        };
+    }
+
+    /**
+     * Validates the start of the period.
+     *
+     * @returns {boolean} true if valid, or false otherwise
+     * @private
+     */
+    #validateStart() {
+        if (this.#start.value === "") {
+            this.#start.classList.add("is-invalid");
+            this.#startError.innerText = A_("Please fill in the start date.");
+            return false;
+        }
+        if (this.#start.value < this.#start.min) {
+            this.#start.classList.add("is-invalid");
+            this.#startError.innerText = A_("The start date is too early.");
+            return false;
+        }
+        if (this.#start.value > this.#start.max) {
+            this.#start.classList.add("is-invalid");
+            this.#startError.innerText = A_("The start date cannot be beyond the end date.");
+            return false;
+        }
+        this.#start.classList.remove("is-invalid");
+        this.#startError.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates the end of the period.
+     *
+     * @returns {boolean} true if valid, or false otherwise
+     * @private
+     */
+    #validateEnd() {
+        this.#end.value = this.#end.value.trim();
+        if (this.#end.value === "") {
+            this.#end.classList.add("is-invalid");
+            this.#endError.innerText = A_("Please fill in the end date.");
+            return false;
+        }
+        if (this.#end.value < this.#end.min) {
+            this.#end.classList.add("is-invalid");
+            this.#endError.innerText = A_("The end date cannot be beyond the start date.");
+            return false;
+        }
+        this.#end.classList.remove("is-invalid");
+        this.#endError.innerText = "";
+        return true;
+    }
+
+    /**
+     * The tab ID
+     *
+     * @return {string}
+     */
+    tabId() {
+        return "custom";
+    }
+}

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

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

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

@@ -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 shouldAnyShow = false;
-    options.forEach(function (option) {
-        const shouldShow = shouldAccountOptionShow(option, more, codesInUse, query);
-        if (shouldShow) {
-            option.classList.remove("d-none");
-            shouldAnyShow = true;
-        } else {
-            option.classList.add("d-none");
-        }
-    });
-    if (!shouldAnyShow && more.classList.contains("d-none")) {
-        optionList.classList.add("d-none");
-        queryNoResult.classList.remove("d-none");
-    } else {
-        optionList.classList.remove("d-none");
-        queryNoResult.classList.add("d-none");
-    }
-}
-
-/**
- * Returns whether an account option should show.
- *
- * @param option {HTMLLIElement} the account option
- * @param more {HTMLLIElement} the more account element
- * @param inUse {string[]} the account codes that are used in the form
- * @param query {HTMLInputElement} the query element, if any
- * @return {boolean} true if the account option should show, or false otherwise
- * @private
- */
-function shouldAccountOptionShow(option, more, inUse, query) {
-    const isQueryMatched = function () {
-        if (query.value === "") {
-            return true;
-        }
-        const queryValues = JSON.parse(option.dataset.queryValues);
-        for (const queryValue of queryValues) {
-            if (queryValue.includes(query.value)) {
-                return true;
-            }
-        }
-        return false;
-    };
-    const isMoreMatched = function () {
-        if (more.classList.contains("d-none")) {
-            return true;
-        }
-        return option.classList.contains("accounting-account-in-use") || inUse.includes(option.dataset.code);
-    };
-    return isMoreMatched() && isQueryMatched();
-}
-
-/**
- * Returns the account codes that are used in the form.
- *
- * @return {string[]} the account codes that are used in the form
- * @private
- */
-function getAccountCodeUsedInForm() {
-    const accountCodes = Array.from(document.getElementsByClassName("accounting-account-code"));
-    const formAccount = document.getElementById("accounting-entry-form-account");
-    const inUse = [formAccount.dataset.code];
-    accountCodes.forEach(function (accountCode) {
-        inUse.push(accountCode.value);
-    });
-    return inUse
-}
-
 /**
  * Initializes the form validation.
  *
@@ -655,9 +502,9 @@ function validateCurrencies() {
     const currencies = Array.from(document.getElementsByClassName("accounting-currency"));
     let isValid = true;
     isValid = validateCurrenciesReal() && isValid;
-    currencies.forEach(function (currency) {
+    for (const currency of currencies) {
         isValid = validateCurrency(currency) && isValid;
-    });
+    }
     return isValid;
 }
 
@@ -718,9 +565,9 @@ function validateJournalEntries(currency, entryType) {
     const entries = Array.from(document.getElementsByClassName("accounting-currency-" + currencyIndex + "-" + entryType));
     let isValid = true;
     isValid = validateJournalEntriesReal(currencyIndex, entryType) && isValid;
-    entries.forEach(function (entry) {
+    for (const entry of entries) {
         isValid = validateJournalEntry(entry) && isValid;
-    })
+    }
     return isValid;
 }
 
@@ -791,17 +638,17 @@ function validateBalance(currency) {
     const creditAmounts = Array.from(document.getElementsByClassName(prefix + "-credit-amount"));
     if (debit !== null && credit !== null) {
         let debitTotal = new Decimal("0");
-        debitAmounts.forEach(function (amount) {
+        for (const amount of debitAmounts) {
             if (amount.value !== "") {
                 debitTotal = debitTotal.plus(new Decimal(amount.value));
             }
-        });
+        }
         let creditTotal = new Decimal("0");
-        creditAmounts.forEach(function (amount) {
+        for (const amount of creditAmounts) {
             if (amount.value !== "") {
                 creditTotal = creditTotal.plus(new Decimal(amount.value));
             }
-        });
+        }
         if (!debitTotal.equals(creditTotal)) {
             control.classList.add("is-invalid");
             error.innerText = A_("The totals of the debit and credit amounts do not match.");

src/accounting/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

@@ -0,0 +1,81 @@
+# 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.
+
+"""
+import typing as t
+from datetime import date, timedelta
+from decimal import Decimal
+
+from flask_babel import get_locale
+
+from accounting.locale import gettext
+
+
+def format_amount(value: Decimal | None) -> str | None:
+    """Formats an amount for readability.
+
+    :param value: The amount.
+    :return: The formatted amount text.
+    """
+    if value is None:
+        return None
+    if value == 0:
+        return "-"
+    whole: int = int(value)
+    frac: Decimal = (value - whole).normalize()
+    return "{:,}".format(whole) + str(abs(frac))[1:]
+
+
+def format_date(value: date) -> str:
+    """Formats a date to be human-friendly.
+
+    :param value: The date.
+    :return: The human-friendly date text.
+    """
+    today: date = date.today()
+    if value == today:
+        return gettext("Today")
+    if value == today - timedelta(days=1):
+        return gettext("Yesterday")
+    if value == today + timedelta(days=1):
+        return gettext("Tomorrow")
+    locale = str(get_locale())
+    if locale == "zh" or locale.startswith("zh_"):
+        if value == today - timedelta(days=2):
+            return gettext("The day before yesterday")
+        if value == today + timedelta(days=2):
+            return gettext("The day after tomorrow")
+    if locale == "zh" or locale.startswith("zh_"):
+        weekdays = ["一", "二", "三", "四", "五", "六", "日"]
+        weekday = weekdays[value.weekday()]
+    else:
+        weekday = value.strftime("%a")
+    if value.year != today.year:
+        return "{}/{}/{}({})".format(
+            value.year, value.month, value.day, weekday)
+    return "{}/{}({})".format(value.month, value.day, weekday)
+
+
+def default(value: t.Any, default_value: t.Any = "") -> t.Any:
+    """Returns the default value if the given value is None.
+
+    :param value: The value.
+    :param default_value: The default value when the given value is None.
+    :return: The value, or the default value if the given value is None.
+    """
+    return default_value if value is None else value

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/account/detail.html

@@ -59,8 +59,8 @@ First written: 2023/1/31
 {% if accounting_can_edit() %}
   <form action="{{ url_for("accounting.account.delete", account=obj) }}" method="post">
     <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-    {% if "next" in request.args %}
-      <input type="hidden" name="next" value="{{ request.args["next"] }}">
+    {% if request.args.next %}
+      <input type="hidden" name="next" value="{{ request.args.next }}">
     {% endif %}
     <div class="modal fade" id="accounting-delete-modal" tabindex="-1" aria-labelledby="accounting-delete-modal-label" aria-hidden="true">
       <div class="modal-dialog">

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

@@ -36,11 +36,11 @@ First written: 2023/2/1
 
 <form id="accounting-form" action="{% block action_url %}{% endblock %}" method="post">
   {{ form.csrf_token }}
-  {% if "next" in request.args %}
-    <input type="hidden" name="next" value="{{ request.args["next"] }}">
+  {% if request.args.next %}
+    <input type="hidden" name="next" value="{{ request.args.next }}">
   {% endif %}
   <div class="form-floating mb-3">
-    <input id="accounting-base-code" type="hidden" name="base_code" value="{{ "" if form.base_code.data is none else form.base_code.data }}">
+    <input id="accounting-base-code" type="hidden" name="base_code" value="{{ form.base_code.data|accounting_default }}">
     <div id="accounting-base" class="form-control accounting-clickable accounting-material-text-field {% if form.base_code.data %} accounting-not-empty {% endif %} {% if form.base_code.errors %} is-invalid {% endif %}" data-bs-toggle="modal" data-bs-target="#accounting-base-selector-modal">
       <label class="form-label" for="accounting-base">{{ A_("Base account") }}</label>
       <div id="accounting-base-content">
@@ -57,7 +57,7 @@ First written: 2023/2/1
   </div>
 
   <div class="form-floating mb-3">
-    <input id="accounting-title" class="form-control {% if form.title.errors %} is-invalid {% endif %}" type="text" name="title" value="{{ "" if form.title.data is none else form.title.data }}" placeholder=" " required="required">
+    <input id="accounting-title" class="form-control {% if form.title.errors %} is-invalid {% endif %}" type="text" name="title" value="{{ form.title.data|accounting_default }}" placeholder=" " required="required">
     <label class="form-label" for="accounting-title">{{ A_("Title") }}</label>
     <div id="accounting-title-error" class="invalid-feedback">{% if form.title.errors %}{{ form.title.errors[0] }}{% endif %}</div>
   </div>

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

@@ -21,7 +21,7 @@ First written: 2023/1/30
 #}
 {% extends "accounting/base.html" %}
 
-{% block header %}{% block title %}{% if "q" in request.args %}{{ A_("Search Result for \"%(query)s\"", query=request.args["q"]) }}{% else %}{{ A_("Account Management") }}{% endif %}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{% if request.args.q %}{{ A_("Search Result for \"%(query)s\"", query=request.args.q) }}{% else %}{{ A_("Account Management") }}{% endif %}{% endblock %}{% endblock %}
 
 {% block content %}
 
@@ -32,8 +32,8 @@ First written: 2023/1/30
       {{ A_("New") }}
     </a>
   {% endif %}
-  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.account.list") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
-    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args["q"] if "q" in request.args else "" }}" placeholder=" " required="required">
+  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.account.list") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
+    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
     <label for="accounting-search-desktop" class="accounting-search-label">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
@@ -45,7 +45,7 @@ First written: 2023/1/30
 
 <div class="btn-group mb-2 d-md-none">
   <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.account.list") }}" method="get" role="search" aria-label="{{ A_("Search for Mobile") }}">
-    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args["q"] if "q" in request.args else "" }}" placeholder=" " required="required">
+    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
     <label for="accounting-search-mobile" class="accounting-search-label">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>

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

@@ -40,8 +40,8 @@ First written: 2023/2/2
 {% if base.accounts|length > 1 and accounting_can_edit() %}
   <form action="{{ url_for("accounting.account.sort", base=base) }}" method="post">
     <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-    {% if "next" in request.args %}
-      <input type="hidden" name="next" value="{{ request.args["next"] }}">
+    {% if request.args.next %}
+      <input type="hidden" name="next" value="{{ request.args.next }}">
     {% endif %}
     <ul id="accounting-order-list" class="list-group mb-3" data-base-code="{{ base.code }}">
       {% for account in base.accounts|sort(attribute="no") %}

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

@@ -21,13 +21,13 @@ First written: 2023/1/26
 #}
 {% extends "accounting/base.html" %}
 
-{% block header %}{% block title %}{% if "q" in request.args %}{{ A_("Search Result for \"%(query)s\"", query=request.args["q"]) }}{% else %}{{ A_("Base Account Managements") }}{% endif %}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{% if request.args.q %}{{ A_("Search Result for \"%(query)s\"", query=request.args.q) }}{% else %}{{ A_("Base Account Managements") }}{% endif %}{% endblock %}{% endblock %}
 
 {% block content %}
 
 <div class="btn-group mb-2">
-  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.base-account.list") }}" method="get" role="search" aria-label="{{ A_("Search") }}">
-    <input id="accounting-search" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args["q"] if "q" in request.args else "" }}" placeholder=" " required="required">
+  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.base-account.list") }}" method="get" role="search" aria-label="{{ A_("Search") }}">
+    <input id="accounting-search" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
     <label for="accounting-search" class="accounting-search-label">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>

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

@@ -55,8 +55,8 @@ First written: 2023/2/6
 {% if accounting_can_edit() %}
   <form action="{{ url_for("accounting.currency.delete", currency=obj) }}" method="post">
     <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-    {% if "next" in request.args %}
-      <input type="hidden" name="next" value="{{ request.args["next"] }}">
+    {% if request.args.next %}
+      <input type="hidden" name="next" value="{{ request.args.next }}">
     {% endif %}
     <div class="modal fade" id="accounting-delete-modal" tabindex="-1" aria-labelledby="accounting-delete-modal-label" aria-hidden="true">
       <div class="modal-dialog">

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

@@ -36,17 +36,17 @@ First written: 2023/2/6
 
 <form id="accounting-form" action="{% block action_url %}{% endblock %}" method="post">
   {{ form.csrf_token }}
-  {% if "next" in request.args %}
-    <input type="hidden" name="next" value="{{ request.args["next"] }}">
+  {% if request.args.next %}
+    <input type="hidden" name="next" value="{{ request.args.next }}">
   {% endif %}
   <div class="form-floating mb-3">
-    <input id="accounting-code" class="form-control {% if form.code.errors %} is-invalid {% endif %}" type="text" name="code" value="{{ "" if form.code.data is none else form.code.data }}" placeholder=" " required="required" data-exists-url="{{ url_for("accounting.currency-api.exists") }}" data-original="{% block original_code %}{% endblock %}" data-blocklist="{{ form.CODE_BLOCKLIST|tojson|forceescape }}">
+    <input id="accounting-code" class="form-control {% if form.code.errors %} is-invalid {% endif %}" type="text" name="code" value="{{ form.code.data|accounting_default }}" placeholder=" " required="required" data-exists-url="{{ url_for("accounting.currency-api.exists") }}" data-original="{% block original_code %}{% endblock %}" data-blocklist="{{ form.CODE_BLOCKLIST|tojson|forceescape }}">
     <label class="form-label" for="accounting-code">{{ A_("Code") }}</label>
     <div id="accounting-code-error" class="invalid-feedback">{% if form.code.errors %}{{ form.code.errors[0] }}{% endif %}</div>
   </div>
 
   <div class="form-floating mb-3">
-    <input id="accounting-name" class="form-control {% if form.name.errors %} is-invalid {% endif %}" type="text" name="name" value="{{ "" if form.name.data is none else form.name.data }}" placeholder=" " required="required">
+    <input id="accounting-name" class="form-control {% if form.name.errors %} is-invalid {% endif %}" type="text" name="name" value="{{ form.name.data|accounting_default }}" placeholder=" " required="required">
     <label class="form-label" for="accounting-name">{{ A_("Name") }}</label>
     <div id="accounting-name-error" class="invalid-feedback">{% if form.name.errors %}{{ form.name.errors[0] }}{% endif %}</div>
   </div>

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

@@ -21,7 +21,7 @@ First written: 2023/2/6
 #}
 {% extends "accounting/base.html" %}
 
-{% block header %}{% block title %}{% if "q" in request.args %}{{ A_("Search Result for \"%(query)s\"", query=request.args["q"]) }}{% else %}{{ A_("Currency Management") }}{% endif %}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{% if request.args.q %}{{ A_("Search Result for \"%(query)s\"", query=request.args.q) }}{% else %}{{ A_("Currency Management") }}{% endif %}{% endblock %}{% endblock %}
 
 {% block content %}
 
@@ -32,8 +32,8 @@ First written: 2023/2/6
       {{ A_("New") }}
     </a>
   {% endif %}
-  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.currency.list") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
-    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args["q"] if "q" in request.args else "" }}" placeholder=" " required="required">
+  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.currency.list") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
+    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
     <label for="accounting-search-desktop" class="accounting-search-label">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
@@ -45,7 +45,7 @@ First written: 2023/2/6
 
 <div class="btn-group mb-2 d-md-none">
   <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.currency.list") }}" method="get" role="search" aria-label="{{ A_("Search for Mobile") }}">
-    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args["q"] if "q" in request.args else "" }}" placeholder=" " required="required">
+    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
     <label for="accounting-search-mobile" class="accounting-search-label">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-add-new-material-fab.html: The material floating action buttons to add a new transaction
+add-txn-material-fab.html: The material floating action buttons to add a new transaction
 
  Copyright (c) 2023 imacat.
 
@@ -22,13 +22,13 @@ First written: 2023/2/25
 {% if accounting_can_edit() %}
   <div id="accounting-material-fab-speed-dial" class="d-md-none accounting-material-fab">
     <div id="accounting-material-fab-speed-dial-actions" class="d-md-none accounting-material-fab-speed-dial-group">
-      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=types.expense)|accounting_append_next }}">
+      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.CASH_EXPENSE)|accounting_append_next }}">
         {{ A_("Cash expense") }}
       </a>
-      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=types.income)|accounting_append_next }}">
+      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.CASH_INCOME)|accounting_append_next }}">
         {{ A_("Cash income") }}
       </a>
-      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=types.transfer)|accounting_append_next }}">
+      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.TRANSFER)|accounting_append_next }}">
         {{ A_("Transfer") }}
       </a>
     </div>

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

@@ -28,14 +28,14 @@ First written: 2023/1/26
     </span>
     <ul class="dropdown-menu">
       <li>
-        <a class="dropdown-item {% if request.endpoint.startswith("accounting.transaction.") %} active {% endif %}" href="{{ url_for("accounting.transaction.list") }}">
-          <i class="fa-solid fa-receipt"></i>
-          {{ A_("Transactions") }}
+        <a class="dropdown-item {% if request.endpoint.startswith("accounting.report.") %} active {% endif %}" href="{{ url_for("accounting.report.journal-default") }}">
+          <i class="fa-solid fa-book"></i>
+          {{ A_("Reports") }}
         </a>
       </li>
       <li>
         <a class="dropdown-item {% if request.endpoint.startswith("accounting.account.") %} active {% endif %}" href="{{ url_for("accounting.account.list") }}">
-          <i class="fa-solid fa-list"></i>
+          <i class="fa-solid fa-clipboard"></i>
           {{ A_("Accounts") }}
         </a>
       </li>

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

@@ -0,0 +1,245 @@
+{#
+The Mia! Accounting Flask Project
+income-statement.html: The income statement
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/7
+#}
+{% extends "accounting/base.html" %}
+
+{% block accounting_scripts %}
+  <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
+{% endblock %}
+
+{% block header %}{% block title %}{{ _("Balance Sheet of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="btn-group mb-2 d-none d-md-inline-flex">
+  {% if accounting_can_edit() %}
+    <div class="btn-group" role="group">
+      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+        <i class="fa-solid fa-plus"></i>
+        {{ A_("New") }}
+      </button>
+      <ul class="dropdown-menu">
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
+            {{ A_("Cash Expense") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
+            {{ A_("Cash Income") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
+            {{ A_("Transfer") }}
+          </a>
+        </li>
+      </ul>
+    </div>
+  {% endif %}
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+      {{ report.currency.name|title }}
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ report.period.desc|title }}
+  </button>
+  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
+    <i class="fa-solid fa-download"></i>
+    {{ A_("Download") }}
+  </a>
+</div>
+
+{% with txn_types = report.txn_types %}
+  {% include "accounting/include/add-txn-material-fab.html" %}
+{% endwith %}
+
+<div class="btn-group btn-actions mb-3 d-md-none">
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ A_("Period") }}
+  </button>
+</div>
+
+{% with period = report.period, period_chooser = report.period_chooser %}
+  {% include "accounting/report/include/period-chooser.html" %}
+{% endwith %}
+
+{% include "accounting/report/include/search-modal.html" %}
+
+{% if report.has_data %}
+  <div class="accounting-sheet">
+    <div class="d-none d-sm-flex justify-content-center mb-3">
+      <h2 class="text-center">{{ _("Balance Sheet of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}</h2>
+    </div>
+
+    <div class="row accounting-report-table accounting-balance-sheet-table">
+      <div class="col-sm-6">
+        {% if report.assets.subsections %}
+          <div class="accounting-report-table-row accounting-balance-sheet-section">
+            <div>{{ report.assets.title.title|title }}</div>
+          </div>
+          <div class="accounting-report-table-body">
+            {% for subsection in report.assets.subsections %}
+              <div class="accounting-report-table-row accounting-balance-sheet-subsection">
+                <div>
+                  <span class="d-none d-md-inline">{{ subsection.title.code }}</span>
+                  {{ subsection.title.title|title }}
+                </div>
+              </div>
+              {% for account in subsection.accounts %}
+                <a class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-account" href="{{ account.url }}">
+                  <div>
+                    <span class="d-none d-md-inline">{{ account.account.code }}</span>
+                    {{ account.account.title|title }}
+                  </div>
+                  <div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
+                </a>
+              {% endfor %}
+            {% endfor %}
+          </div>
+          <div class="d-md-none d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-total">
+            <div>{{ A_("Total") }}</div>
+            <div class="accounting-amount {% if report.assets.total < 0 %} text-danger {% endif %}">{{ report.assets.total|accounting_report_format_amount }}</div>
+          </div>
+        {% endif %}
+      </div>
+
+      <div class="col-sm-6">
+        {% if report.liabilities.subsections %}
+          <div class="accounting-report-table-row accounting-balance-sheet-section">
+            <div>{{ report.liabilities.title.title|title }}</div>
+          </div>
+          <div class="accounting-report-table-body">
+            {% for subsection in report.liabilities.subsections %}
+              <div class="accounting-report-table-row accounting-balance-sheet-subsection">
+                <div>
+                  <span class="d-none d-md-inline">{{ subsection.title.code }}</span>
+                  {{ subsection.title.title|title }}
+                </div>
+              </div>
+              {% for account in subsection.accounts %}
+                <a class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-account" href="{{ account.url }}">
+                  <div>
+                    <span class="d-none d-md-inline">{{ account.account.code }}</span>
+                    {{ account.account.title|title }}
+                  </div>
+                  <div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
+                </a>
+              {% endfor %}
+            {% endfor %}
+          </div>
+          <div class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-subtotal">
+            <div>{{ A_("Total") }}</div>
+            <div class="accounting-amount {% if report.liabilities.total < 0 %} text-danger {% endif %}">{{ report.liabilities.total|accounting_report_format_amount }}</div>
+          </div>
+        {% endif %}
+
+        {% if report.owner_s_equity.subsections %}
+          <div class="accounting-report-table-row accounting-balance-sheet-section">
+            <div>{{ report.owner_s_equity.title.title|title }}</div>
+          </div>
+          <div class="accounting-report-table-body">
+            {% for subsection in report.owner_s_equity.subsections %}
+              <div class="accounting-report-table-row accounting-balance-sheet-subsection">
+                <div>
+                  <span class="d-none d-md-inline">{{ subsection.title.code }}</span>
+                  {{ subsection.title.title|title }}
+                </div>
+              </div>
+              {% for account in subsection.accounts %}
+                <a class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-account" href="{{ account.url }}">
+                  <div>
+                    <span class="d-none d-md-inline">{{ account.account.code }}</span>
+                    {{ account.account.title|title }}
+                  </div>
+                  <div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
+                </a>
+              {% endfor %}
+            {% endfor %}
+          </div>
+          <div class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-subtotal">
+            <div>{{ A_("Total") }}</div>
+            <div class="accounting-amount {% if report.owner_s_equity.total < 0 %} text-danger {% endif %}">{{ report.owner_s_equity.total|accounting_report_format_amount }}</div>
+          </div>
+        {% endif %}
+
+        <div class="d-md-none d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-total">
+          <div>{{ A_("Total") }}</div>
+          <div class="accounting-amount {% if report.liabilities.total < 0 %} text-danger {% endif %}">{{ (report.liabilities.total + report.owner_s_equity.total)|accounting_report_format_amount }}</div>
+        </div>
+      </div>
+    </div>
+
+    <div class="row d-none d-md-flex">
+      <div class="col-sm-6">
+        <div class="d-flex justify-content-between accounting-balance-sheet-total">
+          <div>{{ A_("Total") }}</div>
+          <div class="accounting-amount {% if report.assets.total < 0 %} text-danger {% endif %}">{{ report.assets.total|accounting_report_format_amount }}</div>
+        </div>
+      </div>
+
+      <div class="col-sm-6">
+        <div class="d-flex justify-content-between accounting-balance-sheet-total">
+          <div>{{ A_("Total") }}</div>
+          <div class="accounting-amount {% if report.liabilities.total + report.owner_s_equity.total < 0 %} text-danger {% endif %}">{{ (report.liabilities.total + report.owner_s_equity.total)|accounting_report_format_amount }}</div>
+        </div>
+      </div>
+    </div>
+  </div>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

@@ -0,0 +1,50 @@
+{#
+The Mia! Accounting Flask Project
+income-expenses-mobile-row.html: The row in the income and expenses for the mobile devices
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/5
+#}
+<div>
+  {% if entry.date or entry.account %}
+    <div class="text-muted small">
+      {% if entry.date %}
+        {{ entry.date|accounting_format_date }}
+      {% endif %}
+      {% if entry.account %}
+        {{ entry.account.title|title }}
+      {% endif %}
+    </div>
+  {% endif %}
+  {% if entry.summary %}
+    <div>{{ entry.summary }}</div>
+  {% endif %}
+</div>
+
+<div class="text-nowrap">
+  {% if entry.income %}
+    <span class="badge rounded-pill bg-success">+{{ entry.income|accounting_format_amount }}</span>
+  {% endif %}
+  {% if entry.expense %}
+    <span class="badge rounded-pill bg-warning">-{{ entry.expense|accounting_format_amount }}</span>
+  {% endif %}
+  {% if entry.balance < 0 %}
+    <span class="badge rounded-pill bg-danger">{{ entry.balance|accounting_format_amount }}</span>
+  {% else %}
+    <span class="badge rounded-pill bg-primary">{{ entry.balance|accounting_format_amount }}</span>
+  {% endif %}
+</div>

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

@@ -0,0 +1,41 @@
+{#
+The Mia! Accounting Flask Project
+ledger-mobile-row.html: The row in the ledger for the mobile devices
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/5
+#}
+<div>
+  {% if entry.date %}
+    <div class="text-muted small">
+      {{ entry.date|accounting_format_date }}
+    </div>
+  {% endif %}
+  {% if entry.summary %}
+    <div>{{ entry.summary }}</div>
+  {% endif %}
+</div>
+
+<div>
+  {% if entry.debit %}
+    <span class="badge rounded-pill bg-success">+{{ entry.debit|accounting_format_amount }}</span>
+  {% endif %}
+  {% if entry.credit %}
+    <span class="badge rounded-pill bg-warning">-{{ entry.credit|accounting_format_amount }}</span>
+  {% endif %}
+  <span class="badge rounded-pill bg-primary">{{ entry.balance|accounting_format_amount }}</span>
+</div>

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

@@ -0,0 +1,150 @@
+{#
+The Mia! Accounting Flask Project
+period-chooser.html: The period chooser
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/4
+#}
+<div id="accounting-period-chooser-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-period-chooser-modal-label" aria-hidden="true" data-url-template="{{ period_chooser.url_template }}">
+  <div class="modal-dialog">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h1 class="modal-title fs-5" id="accounting-period-chooser-modal-label">{{ A_("Period Chooser") }}</h1>
+        <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="{{ A_("Close") }}"></button>
+      </div>
+      <div class="modal-body">
+        {# Tab navigation #}
+        <ul class="nav nav-tabs mb-2">
+          <li class="nav-item">
+            <span id="accounting-period-chooser-month-tab" class="nav-link {% if period.is_type_month %} active {% endif %} accounting-clickable" aria-current="{% if period.is_type_month %} page {% else %} false {% endif %}" data-tab-id="month">
+              {{ A_("Month") }}
+            </span>
+          </li>
+          <li class="nav-item">
+            <span id="accounting-period-chooser-year-tab" class="nav-link {% if period.is_a_year %} active {% endif %} accounting-clickable" aria-current="{% if period.is_a_year %} page {% else %} false {% endif %}" data-tab-id="year">
+              {{ A_("Year") }}
+            </span>
+          </li>
+          <li class="nav-item">
+            <span id="accounting-period-chooser-day-tab" class="nav-link {% if period.is_a_day %} active {% endif %} accounting-clickable" aria-current="{% if period.is_a_day %} page {% else %} false {% endif %}" data-tab-id="day">
+              {{ A_("Day") }}
+            </span>
+          </li>
+          <li class="nav-item">
+            <span id="accounting-period-chooser-custom-tab" class="nav-link {% if period.is_type_arbitrary %} active {% endif %} accounting-clickable" aria-current="{% if period.is_type_arbitrary %} page {% else %} false {% endif %}" data-tab-id="custom">
+              {{ A_("Custom") }}
+            </span>
+          </li>
+        </ul>
+
+        {# The month periods #}
+        <div id="accounting-period-chooser-month-page" {% if period.is_type_month %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-month-tab">
+          <div>
+            <a class="btn {% if period.is_this_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.this_month_url }}">
+              {{ A_("This month") }}
+            </a>
+            {% if period_chooser.has_last_month %}
+              <a class="btn {% if period.is_last_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.last_month_url }}">
+                {{ A_("Last month") }}
+              </a>
+              <a class="btn {% if period.is_since_last_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.since_last_month_url }}">
+                {{ A_("Since last month") }}
+              </a>
+            {% endif %}
+          </div>
+          {% if period_chooser.has_data %}
+            <div id="accounting-period-chooser-month-chooser" class="mt-3" data-start="{{ period_chooser.data_start }}" data-default="{{ period.start }}"></div>
+          {% endif %}
+        </div>
+
+        {# The year periods #}
+        <div id="accounting-period-chooser-year-page" {% if period.is_a_year %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-year-tab">
+          <a class="btn {% if period.is_this_year %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.this_year_url }}">
+            {{ A_("This year") }}
+          </a>
+          {% if period_chooser.has_last_year %}
+            <a class="btn {% if period.is_last_year %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.last_year_url }}">
+              {{ A_("Last year") }}
+            </a>
+          {% endif %}
+          {% if period_chooser.available_years %}
+            <ul class="nav nav-pills mt-3">
+              {% for year in period_chooser.available_years %}
+                <li class="nav-item">
+                  <a class="nav-link {% if period.is_year(year) %} active {% endif %}" href="{{ period_chooser.year_url(year) }}">{{ year }}</a>
+                </li>
+              {% endfor %}
+            </ul>
+          {% endif %}
+        </div>
+
+        {# The day periods #}
+        <div id="accounting-period-chooser-day-page" {% if period.is_a_day %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-day-tab">
+          <div>
+            <a class="btn {% if period.is_today %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.today_url }}">
+              {{ A_("Today") }}
+            </a>
+            {% if period_chooser.has_yesterday %}
+              <a class="btn {% if period.is_yesterday %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.yesterday_url }}">
+                {{ A_("Yesterday") }}
+              </a>
+            {% endif %}
+          </div>
+          {% if period_chooser.has_data %}
+            <div class="mt-3">
+              <div class="form-floating mb-3">
+                <input id="accounting-period-chooser-day-date" class="form-control" type="date" value="{{ period.start|accounting_default }}" min="{{ period_chooser.data_start }}" required="required">
+                <label for="accounting-period-chooser-day-date" class="form-label">{{ A_("Date") }}</label>
+                <div id="accounting-period-chooser-day-date-error" class="invalid-feedback"></div>
+              </div>
+            </div>
+          {% endif %}
+        </div>
+
+        {# The custom periods #}
+        <div id="accounting-period-chooser-custom-page" {% if period.is_type_arbitrary %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-custom-tab">
+          <div>
+            <a class="btn {% if period.is_all %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.all_url }}">
+              {{ A_("All") }}
+            </a>
+          </div>
+          {% if period_chooser.has_data %}
+            <div class="mt-3">
+              <div class="form-floating mb-3">
+                <input id="accounting-period-chooser-custom-start" class="form-control" type="date" value="{{ period.start|accounting_default }}" min="{{ period_chooser.data_start }}" max="{{ period.end }}" required="required">
+                <label for="accounting-period-chooser-custom-start" class="form-label">{{ A_("From") }}</label>
+                <div id="accounting-period-chooser-custom-start-error" class="invalid-feedback"></div>
+              </div>
+
+              <div class="form-floating mb-3">
+                <input id="accounting-period-chooser-custom-end" class="form-control" type="date" value="{{ period.end|accounting_default }}" min="{{ period.start }}" required="required">
+                <label for="accounting-period-chooser-custom-end" class="form-label">{{ A_("To") }}</label>
+                <div id="accounting-period-chooser-custom-end-error" class="invalid-feedback"></div>
+              </div>
+
+              <div>
+                <button id="accounting-period-chooser-custom-confirm" class="btn btn-primary" type="submit">
+                  {{ A_("Confirm") }}
+                </button>
+              </div>
+            </div>
+          {% endif %}
+        </div>
+      </div>
+    </div>
+  </div>
+</div>

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

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

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

@@ -0,0 +1,43 @@
+{#
+The Mia! Accounting Flask Project
+search-modal.html: The search modal
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/8
+#}
+<form action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-label="{{ A_("Search the Accounting Data") }}">
+  <div class="modal fade" id="accounting-search-modal" tabindex="-1" aria-labelledby="accounting-search-modal-label" aria-hidden="true">
+    <div class="modal-dialog">
+      <div class="modal-content">
+        <div class="modal-header">
+          <h1 class="modal-title fs-5" id="accounting-search-modal-label">{{ A_("Search") }}</h1>
+          <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="{{ A_("Close") }}"></button>
+        </div>
+        <div class="modal-body">
+          <div class="form-floating">
+            <input id="accounting-search-modal-search" class="form-control" type="text" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+            <label for="accounting-search-modal-search">{{ A_("Search") }}</label>
+          </div>
+        </div>
+        <div class="modal-footer">
+          <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">{{ A_("Cancel") }}</button>
+          <button type="submit" class="btn btn-primary">{{ A_("Search") }}</button>
+        </div>
+      </div>
+    </div>
+  </div>
+</form>

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

@@ -0,0 +1,230 @@
+{#
+The Mia! Accounting Flask Project
+income-expenses.html: The income and expenses
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/5
+#}
+{% extends "accounting/base.html" %}
+
+{% block accounting_scripts %}
+  <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/table-row-link.js") }}"></script>
+{% endblock %}
+
+{% block header %}{% block title %}{{ _("Income and Expenses of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="btn-group mb-2 d-none d-md-inline-flex">
+  {% if accounting_can_edit() %}
+    <div class="btn-group" role="group">
+      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+        <i class="fa-solid fa-plus"></i>
+        {{ A_("New") }}
+      </button>
+      <ul class="dropdown-menu">
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
+            {{ A_("Cash Expense") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
+            {{ A_("Cash Income") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
+            {{ A_("Transfer") }}
+          </a>
+        </li>
+      </ul>
+    </div>
+  {% endif %}
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+      {{ report.currency.name|title }}
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-clipboard"></i>
+      {{ report.account.title|title }}
+    </button>
+    <ul class="dropdown-menu">
+      {% for account in report.account_options %}
+        <li>
+          <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
+            {{ account.title|title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ report.period.desc|title }}
+  </button>
+  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
+    <i class="fa-solid fa-download"></i>
+    {{ A_("Download") }}
+  </a>
+</div>
+
+{% with txn_types = report.txn_types %}
+  {% include "accounting/include/add-txn-material-fab.html" %}
+{% endwith %}
+
+<div class="btn-group btn-actions mb-3 d-md-none">
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-clipboard"></i>
+    </button>
+    <ul class="dropdown-menu">
+      {% for account in report.account_options %}
+        <li>
+          <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
+            {{ account.title|title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ A_("Period") }}
+  </button>
+</div>
+
+{% with period = report.period, period_chooser = report.period_chooser %}
+  {% include "accounting/report/include/period-chooser.html" %}
+{% endwith %}
+
+{% include "accounting/report/include/search-modal.html" %}
+
+{% if report.has_data %}
+  {% with pagination = report.pagination %}
+    {% include "accounting/include/pagination.html" %}
+  {% endwith %}
+
+  <div class="d-none d-md-block accounting-report-table accounting-income-expenses-table">
+    <div class="accounting-report-table-header">
+      <div class="accounting-report-table-row">
+        <div>{{ A_("Date") }}</div>
+        <div>{{ A_("Account") }}</div>
+        <div>{{ A_("Summary") }}</div>
+        <div class="accounting-amount">{{ A_("Income") }}</div>
+        <div class="accounting-amount">{{ A_("Expense") }}</div>
+        <div class="accounting-amount">{{ A_("Balance") }}</div>
+      </div>
+    </div>
+    <div class="accounting-report-table-body">
+      {% if report.brought_forward %}
+        {% with entry = report.brought_forward %}
+          <div class="accounting-report-table-row">
+            <div>{{ entry.date|accounting_format_date }}</div>
+            <div>{{ entry.account.title|title }}</div>
+            <div>{{ entry.summary|accounting_default }}</div>
+            <div class="accounting-amount">{{ entry.income|accounting_format_amount|accounting_default }}</div>
+            <div class="accounting-amount">{{ entry.expense|accounting_format_amount|accounting_default }}</div>
+            <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
+          </div>
+        {% endwith %}
+      {% endif %}
+      {% for entry in report.entries %}
+        <a class="accounting-report-table-row" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+          <div>{{ entry.date|accounting_format_date }}</div>
+          <div>{{ entry.account.title|title }}</div>
+          <div>{{ entry.summary|accounting_default }}</div>
+          <div class="accounting-amount">{{ entry.income|accounting_format_amount|accounting_default }}</div>
+          <div class="accounting-amount">{{ entry.expense|accounting_format_amount|accounting_default }}</div>
+          <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
+        </a>
+      {% endfor %}
+    </div>
+    {% if report.total %}
+      {% with entry = report.total %}
+        <div class="accounting-report-table-footer">
+          <div class="accounting-report-table-row">
+            <div>{{ A_("Total") }}</div>
+            <div class="accounting-amount">{{ entry.income|accounting_format_amount }}</div>
+            <div class="accounting-amount">{{ entry.expense|accounting_format_amount }}</div>
+            <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
+          </div>
+        </div>
+      {% endwith %}
+    {% endif %}
+  </div>
+
+  <div class="list-group d-md-none">
+  {% if report.brought_forward %}
+    {% with entry = report.brought_forward %}
+      <div class="list-group-item list-group-item-action d-flex justify-content-between">
+        {% include "accounting/report/include/income-expenses-mobile-row.html" %}
+      </div>
+    {% endwith %}
+  {% endif %}
+  {% for entry in report.entries %}
+    <a class="list-group-item list-group-item-action d-flex justify-content-between" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+      {% include "accounting/report/include/income-expenses-mobile-row.html" %}
+    </a>
+  {% endfor %}
+  {% if report.total %}
+    {% with entry = report.total %}
+      <div class="list-group-item list-group-item-action d-flex justify-content-between">
+        {% include "accounting/report/include/income-expenses-mobile-row.html" %}
+      </div>
+    {% endwith %}
+  {% endif %}
+  </div>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

@@ -0,0 +1,174 @@
+{#
+The Mia! Accounting Flask Project
+income-statement.html: The income statement
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/7
+#}
+{% extends "accounting/base.html" %}
+
+{% block accounting_scripts %}
+  <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
+{% endblock %}
+
+{% block header %}{% block title %}{{ _("Income Statement of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="btn-group mb-2 d-none d-md-inline-flex">
+  {% if accounting_can_edit() %}
+    <div class="btn-group" role="group">
+      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+        <i class="fa-solid fa-plus"></i>
+        {{ A_("New") }}
+      </button>
+      <ul class="dropdown-menu">
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
+            {{ A_("Cash Expense") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
+            {{ A_("Cash Income") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
+            {{ A_("Transfer") }}
+          </a>
+        </li>
+      </ul>
+    </div>
+  {% endif %}
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+      {{ report.currency.name|title }}
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ report.period.desc|title }}
+  </button>
+  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
+    <i class="fa-solid fa-download"></i>
+    {{ A_("Download") }}
+  </a>
+</div>
+
+{% with txn_types = report.txn_types %}
+  {% include "accounting/include/add-txn-material-fab.html" %}
+{% endwith %}
+
+<div class="btn-group btn-actions mb-3 d-md-none">
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ A_("Period") }}
+  </button>
+</div>
+
+{% with period = report.period, period_chooser = report.period_chooser %}
+  {% include "accounting/report/include/period-chooser.html" %}
+{% endwith %}
+
+{% include "accounting/report/include/search-modal.html" %}
+
+{% if report.has_data %}
+  <div class="accounting-sheet">
+    <div class="d-none d-sm-flex justify-content-center mb-3">
+      <h2 class="text-center">{{ _("Income Statement of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}</h2>
+    </div>
+
+    <div class="accounting-report-table accounting-income-statement-table">
+      <div class="accounting-report-table-header">
+        <div class="accounting-report-table-row">
+          <div class="accounting-amount">{{ A_("Amount") }}</div>
+        </div>
+      </div>
+      <div class="accounting-report-table-body">
+        {% for section in report.sections %}
+          <div class="accounting-report-table-row accounting-income-statement-section">
+            <div>
+              <span class="d-none d-md-inline">{{ section.title.code }}</span>
+              {{ section.title.title|title }}
+            </div>
+          </div>
+          {% for subsection in section.subsections %}
+            <div class="accounting-report-table-row accounting-income-statement-subsection">
+              <div>
+                <span class="d-none d-md-inline">{{ subsection.title.code }}</span>
+                {{ subsection.title.title|title }}
+              </div>
+            </div>
+            {% for account in subsection.accounts %}
+              <a class="accounting-report-table-row accounting-income-statement-account" href="{{ account.url }}">
+                <div>
+                  <span class="d-none d-md-inline">{{ account.account.code }}</span>
+                  {{ account.account.title|title }}
+                </div>
+                <div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
+              </a>
+            {% endfor %}
+            <div class="accounting-report-table-row accounting-income-statement-subtotal">
+              <div>{{ A_("Total") }}</div>
+              <div class="accounting-amount {% if subsection.total < 0 %} text-danger {% endif %}">{{ subsection.total|accounting_report_format_amount }}</div>
+            </div>
+          {% endfor %}
+          <div class="accounting-report-table-row accounting-income-statement-total">
+            <div>{{ section.accumulated.title|title }}</div>
+            <div class="accounting-amount {% if section.accumulated.amount < 0 %} text-danger {% endif %}">{{ section.accumulated.amount|accounting_report_format_amount }}</div>
+          </div>
+        {% endfor %}
+      </div>
+    </div>
+  </div>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

@@ -0,0 +1,154 @@
+{#
+The Mia! Accounting Flask Project
+journal.html: The journal
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/4
+#}
+{% extends "accounting/base.html" %}
+
+{% block accounting_scripts %}
+  <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
+  {# <script src="{{ url_for("accounting.static", filename="js/table-row-link.js") }}"></script> #}
+{% endblock %}
+
+{% block header %}{% block title %}{{ _("Journal %(period)s", period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="btn-group mb-2 d-none d-md-inline-flex">
+  {% if accounting_can_edit() %}
+    <div class="btn-group" role="group">
+      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+        <i class="fa-solid fa-plus"></i>
+        {{ A_("New") }}
+      </button>
+      <ul class="dropdown-menu">
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
+            {{ A_("Cash Expense") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
+            {{ A_("Cash Income") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
+            {{ A_("Transfer") }}
+          </a>
+        </li>
+      </ul>
+    </div>
+  {% endif %}
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ report.period.desc|title }}
+  </button>
+  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
+    <i class="fa-solid fa-download"></i>
+    {{ A_("Download") }}
+  </a>
+</div>
+
+{% with txn_types = report.txn_types %}
+  {% include "accounting/include/add-txn-material-fab.html" %}
+{% endwith %}
+
+<div class="btn-group btn-actions mb-3 d-md-none">
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ A_("Period") }}
+  </button>
+</div>
+
+{% with period = report.period, period_chooser = report.period_chooser %}
+  {% include "accounting/report/include/period-chooser.html" %}
+{% endwith %}
+
+{% include "accounting/report/include/search-modal.html" %}
+
+{% if report.has_data %}
+  {% with pagination = report.pagination %}
+    {% include "accounting/include/pagination.html" %}
+  {% endwith %}
+
+  <div class="d-none d-md-block accounting-report-table accounting-journal-table">
+    <div class="accounting-report-table-header">
+      <div class="accounting-report-table-row">
+        <div>{{ A_("Date") }}</div>
+        <div>{{ A_("Currency") }}</div>
+        <div>{{ A_("Account") }}</div>
+        <div>{{ A_("Summary") }}</div>
+        <div class="accounting-amount">{{ A_("Debit") }}</div>
+        <div class="accounting-amount">{{ A_("Credit") }}</div>
+      </div>
+    </div>
+    <div class="accounting-report-table-body">
+      {% for entry in report.entries %}
+        <a class="accounting-report-table-row" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+          <div>{{ entry.transaction.date|accounting_format_date }}</div>
+          <div>{{ entry.currency.name }}</div>
+          <div>
+            <span class="d-none d-md-inline">{{ entry.account.code }}</span>
+            {{ entry.account.title|title }}
+          </div>
+          <div>{{ entry.summary|accounting_default }}</div>
+          <div class="accounting-amount">{{ entry.debit|accounting_format_amount|accounting_default }}</div>
+          <div class="accounting-amount">{{ entry.credit|accounting_format_amount|accounting_default }}</div>
+        </a>
+      {% endfor %}
+    </div>
+  </div>
+
+  <div class="list-group d-md-none">
+  {% for entry in report.entries %}
+    <a class="list-group-item list-group-item-action" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+      <div class="d-flex justify-content-between">
+        <div {% if not entry.is_debit %} class="accounting-mobile-journal-credit" {% endif %}>
+          <div class="text-muted small">
+            {{ entry.transaction.date|accounting_format_date }}
+            {{ entry.account.title|title }}
+            {% if entry.currency.code != accounting_default_currency_code() %}
+              <span class="badge rounded-pill bg-info">{{ entry.currency.code }}</span>
+            {% endif %}
+          </div>
+          {% if entry.summary is not none %}
+            <div>{{ entry.summary }}</div>
+          {% endif %}
+        </div>
+
+        <div>
+          <span class="badge rounded-pill bg-info">{{ entry.amount|accounting_format_amount }}</span>
+        </div>
+      </div>
+    </a>
+  {% endfor %}
+  </div>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

@@ -0,0 +1,227 @@
+{#
+The Mia! Accounting Flask Project
+ledger.html: The ledger
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/5
+#}
+{% extends "accounting/base.html" %}
+
+{% block accounting_scripts %}
+  <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/table-row-link.js") }}"></script>
+{% endblock %}
+
+{% block header %}{% block title %}{{ _("Ledger of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="btn-group mb-2 d-none d-md-inline-flex">
+  {% if accounting_can_edit() %}
+    <div class="btn-group" role="group">
+      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+        <i class="fa-solid fa-plus"></i>
+        {{ A_("New") }}
+      </button>
+      <ul class="dropdown-menu">
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
+            {{ A_("Cash Expense") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
+            {{ A_("Cash Income") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
+            {{ A_("Transfer") }}
+          </a>
+        </li>
+      </ul>
+    </div>
+  {% endif %}
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+      {{ report.currency.name|title }}
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-clipboard"></i>
+      {{ report.account.title|title }}
+    </button>
+    <ul class="dropdown-menu">
+      {% for account in report.account_options %}
+        <li>
+          <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
+            {{ account.title|title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ report.period.desc|title }}
+  </button>
+  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
+    <i class="fa-solid fa-download"></i>
+    {{ A_("Download") }}
+  </a>
+</div>
+
+{% with txn_types = report.txn_types %}
+  {% include "accounting/include/add-txn-material-fab.html" %}
+{% endwith %}
+
+<div class="btn-group btn-actions mb-3 d-md-none">
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-clipboard"></i>
+    </button>
+    <ul class="dropdown-menu">
+      {% for account in report.account_options %}
+        <li>
+          <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
+            {{ account.title|title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ A_("Period") }}
+  </button>
+</div>
+
+{% with period = report.period, period_chooser = report.period_chooser %}
+  {% include "accounting/report/include/period-chooser.html" %}
+{% endwith %}
+
+{% include "accounting/report/include/search-modal.html" %}
+
+{% if report.has_data %}
+  {% with pagination = report.pagination %}
+    {% include "accounting/include/pagination.html" %}
+  {% endwith %}
+
+  <div class="d-none d-md-block accounting-report-table accounting-ledger-table">
+    <div class="accounting-report-table-header">
+      <div class="accounting-report-table-row">
+        <div>{{ A_("Date") }}</div>
+        <div>{{ A_("Summary") }}</div>
+        <div class="accounting-amount">{{ A_("Debit") }}</div>
+        <div class="accounting-amount">{{ A_("Credit") }}</div>
+        <div class="accounting-amount">{{ A_("Balance") }}</div>
+      </div>
+    </div>
+    <div class="accounting-report-table-body">
+      {% if report.brought_forward %}
+        {% with entry = report.brought_forward %}
+          <div class="accounting-report-table-row">
+            <div>{{ entry.date|accounting_format_date }}</div>
+            <div>{{ entry.summary|accounting_default }}</div>
+            <div class="accounting-amount">{{ entry.debit|accounting_format_amount|accounting_default }}</div>
+            <div class="accounting-amount">{{ entry.credit|accounting_format_amount|accounting_default }}</div>
+            <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
+          </div>
+        {% endwith %}
+      {% endif %}
+      {% for entry in report.entries %}
+        <a class="accounting-report-table-row" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+          <div>{{ entry.date|accounting_format_date }}</div>
+          <div>{{ entry.summary|accounting_default }}</div>
+          <div class="accounting-amount">{{ entry.debit|accounting_format_amount|accounting_default }}</div>
+          <div class="accounting-amount">{{ entry.credit|accounting_format_amount|accounting_default }}</div>
+          <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
+        </a>
+      {% endfor %}
+    </div>
+    {% if report.total %}
+      {% with entry = report.total %}
+        <div class="accounting-report-table-footer">
+          <div class="accounting-report-table-row">
+            <div>{{ A_("Total") }}</div>
+            <div class="accounting-amount">{{ entry.debit|accounting_format_amount|accounting_default }}</div>
+            <div class="accounting-amount">{{ entry.credit|accounting_format_amount|accounting_default }}</div>
+            <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
+          </div>
+        </div>
+      {% endwith %}
+    {% endif %}
+  </div>
+
+  <div class="list-group d-md-none">
+  {% if report.brought_forward %}
+    {% with entry = report.brought_forward %}
+      <div class="list-group-item list-group-item-action d-flex justify-content-between">
+        {% include "accounting/report/include/ledger-mobile-row.html" %}
+      </div>
+    {% endwith %}
+  {% endif %}
+  {% for entry in report.entries %}
+    <a class="list-group-item list-group-item-action d-flex justify-content-between" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+      {% include "accounting/report/include/ledger-mobile-row.html" %}
+    </a>
+  {% endfor %}
+  {% if report.total %}
+    {% with entry = report.total %}
+      <div class="list-group-item list-group-item-action d-flex justify-content-between">
+        {% include "accounting/report/include/ledger-mobile-row.html" %}
+      </div>
+    {% endwith %}
+  {% endif %}
+  </div>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

@@ -0,0 +1,159 @@
+{#
+The Mia! Accounting Flask Project
+search.html: The search result
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/8
+#}
+{% extends "accounting/base.html" %}
+
+{% block accounting_scripts %}
+  <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
+{% endblock %}
+
+{% block header %}{% block title %}{{ A_("Search Result for \"%(query)s\"", query=request.args.q) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="btn-group mb-2 d-none d-md-inline-flex">
+  {% if accounting_can_edit() %}
+    <div class="btn-group" role="group">
+      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+        <i class="fa-solid fa-plus"></i>
+        {{ A_("New") }}
+      </button>
+      <ul class="dropdown-menu">
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
+            {{ A_("Cash Expense") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
+            {{ A_("Cash Income") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
+            {{ A_("Transfer") }}
+          </a>
+        </li>
+      </ul>
+    </div>
+  {% endif %}
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
+    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <label for="accounting-search-desktop" class="accounting-search-label">
+      <button type="submit">
+        <i class="fa-solid fa-magnifying-glass"></i>
+        {{ A_("Search") }}
+      </button>
+    </label>
+  </form>
+  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
+    <i class="fa-solid fa-download"></i>
+    {{ A_("Download") }}
+  </a>
+</div>
+
+{% with txn_types = report.txn_types %}
+  {% include "accounting/include/add-txn-material-fab.html" %}
+{% endwith %}
+
+<div class="btn-group btn-actions mb-3 d-md-none">
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-label="{{ A_("Search for Mobile") }}">
+    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <label for="accounting-search-mobile" class="accounting-search-label">
+      <button type="submit">
+        <i class="fa-solid fa-magnifying-glass"></i>
+        {{ A_("Search") }}
+      </button>
+    </label>
+  </form>
+</div>
+
+{% include "accounting/report/include/search-modal.html" %}
+
+{% if report.has_data %}
+  {% with pagination = report.pagination %}
+    {% include "accounting/include/pagination.html" %}
+  {% endwith %}
+
+  <div class="d-none d-md-block accounting-report-table accounting-journal-table">
+    <div class="accounting-report-table-header">
+      <div class="accounting-report-table-row">
+        <div>{{ A_("Date") }}</div>
+        <div>{{ A_("Currency") }}</div>
+        <div>{{ A_("Account") }}</div>
+        <div>{{ A_("Summary") }}</div>
+        <div class="accounting-amount">{{ A_("Debit") }}</div>
+        <div class="accounting-amount">{{ A_("Credit") }}</div>
+      </div>
+    </div>
+    <div class="accounting-report-table-body">
+      {% for entry in report.entries %}
+        <a class="accounting-report-table-row" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+          <div>{{ entry.transaction.date|accounting_format_date }}</div>
+          <div>{{ entry.currency.name }}</div>
+          <div>
+            <span class="d-none d-md-inline">{{ entry.account.code }}</span>
+            {{ entry.account.title|title }}
+          </div>
+          <div>{{ entry.summary|accounting_default }}</div>
+          <div class="accounting-amount">{{ entry.debit|accounting_format_amount|accounting_default }}</div>
+          <div class="accounting-amount">{{ entry.credit|accounting_format_amount|accounting_default }}</div>
+        </a>
+      {% endfor %}
+    </div>
+  </div>
+
+  <div class="list-group d-md-none">
+  {% for entry in report.entries %}
+    <a class="list-group-item list-group-item-action" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+      <div class="d-flex justify-content-between">
+        <div {% if not entry.is_debit %} class="accounting-mobile-journal-credit" {% endif %}>
+          <div class="text-muted small">
+            {{ entry.transaction.date|accounting_format_date }}
+            {{ entry.account.title|title }}
+            {% if entry.currency.code != accounting_default_currency_code() %}
+              <span class="badge rounded-pill bg-info">{{ entry.currency.code }}</span>
+            {% endif %}
+          </div>
+          {% if entry.summary is not none %}
+            <div>{{ entry.summary }}</div>
+          {% endif %}
+        </div>
+
+        <div>
+          <span class="badge rounded-pill bg-info">{{ entry.amount|accounting_format_amount }}</span>
+        </div>
+      </div>
+    </a>
+  {% endfor %}
+  </div>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

@@ -0,0 +1,159 @@
+{#
+The Mia! Accounting Flask Project
+trial-balance.html: The trial balance
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/5
+#}
+{% extends "accounting/base.html" %}
+
+{% block accounting_scripts %}
+  <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
+{% endblock %}
+
+{% block header %}{% block title %}{{ _("Trial Balance of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="btn-group mb-2 d-none d-md-inline-flex">
+  {% if accounting_can_edit() %}
+    <div class="btn-group" role="group">
+      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+        <i class="fa-solid fa-plus"></i>
+        {{ A_("New") }}
+      </button>
+      <ul class="dropdown-menu">
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
+            {{ A_("Cash Expense") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
+            {{ A_("Cash Income") }}
+          </a>
+        </li>
+        <li>
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
+            {{ A_("Transfer") }}
+          </a>
+        </li>
+      </ul>
+    </div>
+  {% endif %}
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+      {{ report.currency.name|title }}
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ report.period.desc|title }}
+  </button>
+  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
+    <i class="fa-solid fa-download"></i>
+    {{ A_("Download") }}
+  </a>
+</div>
+
+{% with txn_types = report.txn_types %}
+  {% include "accounting/include/add-txn-material-fab.html" %}
+{% endwith %}
+
+<div class="btn-group btn-actions mb-3 d-md-none">
+  {% with report_chooser = report.report_chooser %}
+    {% include "accounting/report/include/report-chooser.html" %}
+  {% endwith %}
+  <div class="btn-group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+    </button>
+    <ul class="dropdown-menu">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    {{ A_("Period") }}
+  </button>
+</div>
+
+{% with period = report.period, period_chooser = report.period_chooser %}
+  {% include "accounting/report/include/period-chooser.html" %}
+{% endwith %}
+
+{% include "accounting/report/include/search-modal.html" %}
+
+{% if report.has_data %}
+  <div class="accounting-sheet">
+    <div class="d-none d-sm-flex justify-content-center mb-3">
+      <h2 class="text-center">{{ _("Trial Balance of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}</h2>
+    </div>
+
+    <div class="accounting-report-table accounting-trial-balance-table">
+      <div class="accounting-report-table-header">
+        <div class="accounting-report-table-row">
+          <div>{{ A_("Account") }}</div>
+          <div class="accounting-amount">{{ A_("Debit") }}</div>
+          <div class="accounting-amount">{{ A_("Credit") }}</div>
+        </div>
+      </div>
+      <div class="accounting-report-table-body">
+        {% for account in report.accounts %}
+          <a class="accounting-report-table-row" href="{{ account.url }}">
+            <div>
+              <span class="d-none d-md-inline">{{ account.account.code }}</span>
+              {{ account.account.title|title }}
+            </div>
+            <div class="accounting-amount">{{ account.debit|accounting_format_amount|accounting_default }}</div>
+            <div class="accounting-amount">{{ account.credit|accounting_format_amount|accounting_default }}</div>
+          </a>
+        {% endfor %}
+      </div>
+      <div class="accounting-report-table-footer">
+        <div class="accounting-report-table-row">
+          <div>{{ A_("Total") }}</div>
+          <div class="accounting-amount">{{ report.total.debit|accounting_format_amount }}</div>
+          <div class="accounting-amount">{{ report.total.credit|accounting_format_amount }}</div>
+      </div>
+    </div>
+  </div>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

@@ -44,14 +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>{{ A_("Total") }}</div>
-            <div>{{ currency.debit_total|accounting_txn_format_amount }}</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>
@@ -50,14 +50,14 @@ First written: 2023/2/25
                     entry_index = loop.index,
                     entry_id = entry_form.eid.data,
                     only_one_entry_form = debit_forms|length == 1,
-                    account_code_data = "" if entry_form.account_code.data is none else entry_form.account_code.data,
+                    account_code_data = entry_form.account_code.data|accounting_default,
                     account_code_error = entry_form.account_code.errors,
                     account_text = entry_form.account_text,
-                    summary_data = "" if entry_form.summary.data is none else entry_form.summary.data,
+                    summary_data = entry_form.summary.data|accounting_default,
                     summary_errors = entry_form.summary.errors,
-                    amount_data = "" if entry_form.amount.data is none else entry_form.amount.data|accounting_txn_format_amount_input,
+                    amount_data = 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|accounting_default("-"),
                     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

@@ -60,8 +60,8 @@ First written: 2023/2/26
 {% if accounting_can_edit() %}
   <form action="{{ url_for("accounting.transaction.delete", txn=obj) }}" method="post">
     <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-    {% if "next" in request.args %}
-      <input type="hidden" name="next" value="{{ request.args["next"] }}">
+    {% if request.args.next %}
+      <input type="hidden" name="next" value="{{ request.args.next }}">
     {% endif %}
     <div class="modal fade" id="accounting-delete-modal" tabindex="-1" aria-labelledby="accounting-delete-modal-label" aria-hidden="true">
       <div class="modal-dialog">
@@ -83,13 +83,13 @@ First written: 2023/2/26
   </form>
 {% endif %}
 
-<div class="accounting-transaction-card">
+<div class="accounting-sheet">
   <div class="d-none d-sm-flex justify-content-center mb-3">
     <h2 class="text-center">{{ obj }}</h2>
   </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

@@ -20,19 +20,19 @@ 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">
     <div id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-control" class="form-control clickable d-flex justify-content-between accounting-entry-control {% if entry_errors %} is-invalid {% endif %}" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
       <div>
         <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 id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-summary-text">{{ summary_data }}</div>
       </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>

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 %}
@@ -37,12 +39,12 @@ First written: 2023/2/26
 
 <form id="accounting-form" action="{% block action_url %}{% endblock %}" method="post" data-currency-template="{{ currency_template }}" data-entry-template="{{ entry_template }}">
   {{ form.csrf_token }}
-  {% if "next" in request.args %}
-    <input type="hidden" name="next" value="{{ request.args["next"] }}">
+  {% if request.args.next %}
+    <input type="hidden" name="next" value="{{ request.args.next }}">
   {% endif %}
 
   <div class="form-floating mb-3">
-    <input id="accounting-date" class="form-control {% if form.date.errors %} is-invalid {% endif %}" type="date" name="date" value="{{ "" if form.date.data is none else form.date.data }}" placeholder=" " required="required">
+    <input id="accounting-date" class="form-control {% if form.date.errors %} is-invalid {% endif %}" type="date" name="date" value="{{ form.date.data|accounting_default }}" placeholder=" " required="required">
     <label class="form-label" for="accounting-date">{{ A_("Date") }}</label>
     <div id="accounting-date-error" class="invalid-feedback">{% if form.date.errors %}{{ form.date.errors[0] }}{% endif %}</div>
   </div>
@@ -65,7 +67,7 @@ First written: 2023/2/26
   </div>
 
   <div class="form-floating mb-3">
-    <textarea id="accounting-note" class="form-control form-control-lg {% if form.note.errors %} is-invalid {% endif %}" name="note" rows="5" placeholder=" ">{{ "" if form.note.data is none else form.note.data }}</textarea>
+    <textarea id="accounting-note" class="form-control form-control-lg {% if form.note.errors %} is-invalid {% endif %}" name="note" rows="5" placeholder=" ">{{ form.note.data|accounting_default }}</textarea>
     <label class="form-label" for="accounting-note">{{ A_("Note") }}</label>
     <div id="accounting-note-error" class="invalid-feedback">{% if form.note.errors %}{{ form.note.errors[0] }}{% endif %}</div>
   </div>
@@ -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

@@ -44,14 +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>{{ A_("Total") }}</div>
-            <div>{{ currency.debit_total|accounting_txn_format_amount }}</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>
@@ -50,14 +50,14 @@ First written: 2023/2/25
                     entry_index = loop.index,
                     only_one_entry_form = debit_forms|length == 1,
                     entry_id = entry_form.eid.data,
-                    account_code_data = "" if entry_form.account_code.data is none else entry_form.account_code.data,
+                    account_code_data = entry_form.account_code.data|accounting_default,
                     account_code_error = entry_form.account_code.errors,
                     account_text = entry_form.account_text,
-                    summary_data = "" if entry_form.summary.data is none else entry_form.summary.data,
+                    summary_data = entry_form.summary.data|accounting_default,
                     summary_errors = entry_form.summary.errors,
-                    amount_data = "" if entry_form.amount.data is none else entry_form.amount.data|accounting_txn_format_amount_input,
+                    amount_data = 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|accounting_default("-"),
                     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

@@ -25,7 +25,7 @@ First written: 2023/2/18
   <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
 {% endblock %}
 
-{% block header %}{% block title %}{% if "q" in request.args %}{{ A_("Search Result for \"%(query)s\"", query=request.args["q"]) }}{% else %}{{ A_("Transaction Management") }}{% endif %}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{% if request.args.q %}{{ A_("Search Result for \"%(query)s\"", query=request.args.q) }}{% else %}{{ A_("Transaction Management") }}{% endif %}{% endblock %}{% endblock %}
 
 {% block content %}
 
@@ -38,24 +38,24 @@ First written: 2023/2/18
       </button>
       <ul class="dropdown-menu">
         <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=types.expense)|accounting_append_next }}">
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.CASH_EXPENSE)|accounting_append_next }}">
             {{ A_("Cash Expense") }}</a>
         </li>
         <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=types.income)|accounting_append_next }}">
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.CASH_INCOME)|accounting_append_next }}">
             {{ A_("Cash Income") }}
           </a>
         </li>
         <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=types.transfer)|accounting_append_next }}">
+          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.TRANSFER)|accounting_append_next }}">
             {{ A_("Transfer") }}
           </a>
         </li>
       </ul>
     </div>
   {% endif %}
-  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.transaction.list") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
-    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args["q"] if "q" in request.args else "" }}" placeholder=" " required="required">
+  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.transaction.list") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
+    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
     <label for="accounting-search-desktop" class="accounting-search-label">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
@@ -67,7 +67,7 @@ First written: 2023/2/18
 
 <div class="btn-group mb-2 d-md-none">
   <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.transaction.list") }}" method="get" role="search" aria-label="{{ A_("Search for Mobile") }}">
-    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args["q"] if "q" in request.args else "" }}" placeholder=" " required="required">
+    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
     <label for="accounting-search-mobile" class="accounting-search-label">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
@@ -77,7 +77,7 @@ First written: 2023/2/18
   </form>
 </div>
 
-{% include "accounting/transaction/include/add-new-material-fab.html" %}
+{% include "accounting/include/add-txn-material-fab.html" %}
 
 {% if list %}
   {% include "accounting/include/pagination.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/order.html

@@ -40,8 +40,8 @@ First written: 2023/2/26
 {% if list|length > 1 and accounting_can_edit() %}
   <form action="{{ url_for("accounting.transaction.sort", txn_date=date) }}" method="post">
     <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-    {% if "next" in request.args %}
-      <input type="hidden" name="next" value="{{ request.args["next"] }}">
+    {% if request.args.next %}
+      <input type="hidden" name="next" value="{{ request.args.next }}">
     {% endif %}
     <ul id="accounting-order-list" class="list-group mb-3">
       {% for item in list %}

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>{{ A_("Total") }}</div>
-                <div>{{ currency.debit_total|accounting_txn_format_amount }}</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>{{ A_("Total") }}</div>
-                <div>{{ currency.debit_total|accounting_txn_format_amount }}</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>
@@ -52,14 +52,14 @@ First written: 2023/2/25
                       entry_index = loop.index,
                       only_one_entry_form = debit_forms|length == 1,
                       entry_id = entry_form.eid.data,
-                      account_code_data = "" if entry_form.account_code.data is none else entry_form.account_code.data,
+                      account_code_data = entry_form.account_code.data|accounting_default,
                       account_code_error = entry_form.account_code.errors,
                       account_text = entry_form.account_text,
-                      summary_data = "" if entry_form.summary.data is none else entry_form.summary.data,
+                      summary_data = entry_form.summary.data|accounting_default,
                       summary_errors = entry_form.summary.errors,
-                      amount_data = "" if entry_form.amount.data is none else entry_form.amount.data,
+                      amount_data = 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|accounting_default("-"),
                       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>
@@ -92,14 +92,14 @@ First written: 2023/2/25
                       entry_type = "credit",
                       entry_index = loop.index,
                       only_one_entry_form = debit_forms|length == 1,
-                      account_code_data = "" if entry_form.account_code.data is none else entry_form.account_code.data,
+                      account_code_data = entry_form.account_code.data|accounting_default,
                       account_code_error = entry_form.account_code.errors,
                       account_text = entry_form.account_text,
-                      summary_data = "" if entry_form.summary.data is none else entry_form.summary.data,
+                      summary_data = entry_form.summary.data|accounting_default,
                       summary_errors = entry_form.summary.errors,
-                      amount_data = "" if entry_form.amount.data is none else entry_form.amount.data|accounting_txn_format_amount_input,
+                      amount_data = 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|accounting_default("-"),
                       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/converters.py

@@ -24,8 +24,7 @@ from werkzeug.routing import BaseConverter
 
 from accounting import db
 from accounting.models import Transaction
-from accounting.transaction.dispatcher import TransactionType, \
-    TXN_TYPE_DICT
+from accounting.utils.txn_types import TransactionType
 
 
 class TransactionConverter(BaseConverter):
@@ -62,7 +61,9 @@ class TransactionTypeConverter(BaseConverter):
         :param value: The transaction ID.
         :return: The corresponding transaction.
         """
-        txn_type: TransactionType | None = TXN_TYPE_DICT.get(value)
+        type_dict: dict[str, TransactionType] \
+            = {x.value: x for x in TransactionType}
+        txn_type: TransactionType | None = type_dict.get(value)
         if txn_type is None:
             abort(404)
         return txn_type
@@ -73,7 +74,7 @@ class TransactionTypeConverter(BaseConverter):
         :param value: The transaction type.
         :return: The ID.
         """
-        return str(value.ID)
+        return str(value.value)
 
 
 class DateConverter(BaseConverter):

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()
@@ -320,49 +350,54 @@ class TransactionForm(FlaskForm):
             obj.no = count + 1
 
     @property
-    def debit_account_options(self) -> list[Account]:
+    def debit_account_options(self) -> list[AccountOption]:
         """The selectable debit accounts.
 
         :return: The selectable debit accounts.
         """
-        accounts: list[Account] = Account.debit()
-        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."""
@@ -539,7 +574,8 @@ class IncomeCurrencyForm(CurrencyForm):
 
 class IncomeTransactionForm(TransactionForm):
     """The form to create or edit a cash income transaction."""
-    date = DateField(default=date.today())
+    date = DateField(
+        validators=[DataRequired(lazy_gettext("Please fill in the date."))])
     """The date."""
     currencies = FieldList(FormField(IncomeCurrencyForm), name="currency",
                            validators=[NeedSomeCurrencies()])
@@ -612,7 +648,8 @@ class ExpenseCurrencyForm(CurrencyForm):
 
 class ExpenseTransactionForm(TransactionForm):
     """The form to create or edit a cash expense transaction."""
-    date = DateField(default=date.today())
+    date = DateField(
+        validators=[DataRequired(lazy_gettext("Please fill in the date."))])
     """The date."""
     currencies = FieldList(FormField(ExpenseCurrencyForm), name="currency",
                            validators=[NeedSomeCurrencies()])
@@ -721,7 +758,8 @@ class TransferCurrencyForm(CurrencyForm):
 
 class TransferTransactionForm(TransactionForm):
     """The form to create or edit a transfer transaction."""
-    date = DateField(default=date.today())
+    date = DateField(
+        validators=[DataRequired(lazy_gettext("Please fill in the date."))])
     """The date."""
     currencies = FieldList(FormField(TransferCurrencyForm), name="currency",
                            validators=[NeedSomeCurrencies()])

src/accounting/transaction/operators.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 operators for different transaction types.
 
 """
 import typing as t
@@ -24,17 +24,16 @@ from flask import render_template, request, abort
 from flask_wtf import FlaskForm
 
 from accounting.models import Transaction
+from accounting.template_globals import default_currency_code
+from accounting.utils.txn_types import TransactionType
 from .forms import TransactionForm, IncomeTransactionForm, \
     ExpenseTransactionForm, TransferTransactionForm
-from .template import default_currency_code
 
 
-class TransactionType(ABC):
-    """An abstract transaction type."""
-    ID: str = ""
-    """The transaction type ID."""
+class TransactionOperator(ABC):
+    """The base transaction operator."""
     CHECK_ORDER: int = -1
-    """The order when checking the transaction type."""
+    """The order when checking the transaction operator."""
 
     @property
     @abstractmethod
@@ -91,12 +90,10 @@ class TransactionType(ABC):
             entry_index="ENTRY_INDEX")
 
 
-class IncomeTransaction(TransactionType):
+class IncomeTransaction(TransactionOperator):
     """An income transaction."""
-    ID: str = "income"
-    """The transaction type ID."""
     CHECK_ORDER: int = 2
-    """The order when checking the transaction type."""
+    """The order when checking the transaction operator."""
 
     @property
     def form(self) -> t.Type[TransactionForm]:
@@ -113,7 +110,8 @@ class IncomeTransaction(TransactionType):
         :return: the form to create a transaction.
         """
         return render_template("accounting/transaction/income/create.html",
-                               form=form, txn_type=self,
+                               form=form,
+                               txn_type=TransactionType.CASH_INCOME,
                                currency_template=self.__currency_template,
                                entry_template=self._entry_template)
 
@@ -161,12 +159,10 @@ class IncomeTransaction(TransactionType):
             credit_total="-")
 
 
-class ExpenseTransaction(TransactionType):
+class ExpenseTransaction(TransactionOperator):
     """An expense transaction."""
-    ID: str = "expense"
-    """The transaction type ID."""
     CHECK_ORDER: int = 1
-    """The order when checking the transaction type."""
+    """The order when checking the transaction operator."""
 
     @property
     def form(self) -> t.Type[TransactionForm]:
@@ -183,7 +179,8 @@ class ExpenseTransaction(TransactionType):
         :return: the form to create a transaction.
         """
         return render_template("accounting/transaction/expense/create.html",
-                               form=form, txn_type=self,
+                               form=form,
+                               txn_type=TransactionType.CASH_EXPENSE,
                                currency_template=self.__currency_template,
                                entry_template=self._entry_template)
 
@@ -231,12 +228,10 @@ class ExpenseTransaction(TransactionType):
             debit_total="-")
 
 
-class TransferTransaction(TransactionType):
+class TransferTransaction(TransactionOperator):
     """A transfer transaction."""
-    ID: str = "transfer"
-    """The transaction type ID."""
     CHECK_ORDER: int = 3
-    """The order when checking the transaction type."""
+    """The order when checking the transaction operator."""
 
     @property
     def form(self) -> t.Type[TransactionForm]:
@@ -253,7 +248,8 @@ class TransferTransaction(TransactionType):
         :return: the form to create a transaction.
         """
         return render_template("accounting/transaction/transfer/create.html",
-                               form=form, txn_type=self,
+                               form=form,
+                               txn_type=TransactionType.TRANSFER,
                                currency_template=self.__currency_template,
                                entry_template=self._entry_template)
 
@@ -301,44 +297,28 @@ class TransferTransaction(TransactionType):
             debit_total="-", credit_total="-")
 
 
-class TransactionTypes:
-    """The transaction types, as object properties."""
-
-    def __init__(self, income: IncomeTransaction, expense: ExpenseTransaction,
-                 transfer: TransferTransaction):
-        """Constructs the transaction types as object properties.
-
-        :param income: The income transaction type.
-        :param expense: The expense transaction type.
-        :param transfer: The transfer transaction type.
-        """
-        self.income: IncomeTransaction = income
-        self.expense: ExpenseTransaction = expense
-        self.transfer: TransferTransaction = transfer
+TXN_TYPE_TO_OP: dict[TransactionType, TransactionOperator] \
+    = {TransactionType.CASH_INCOME: IncomeTransaction(),
+       TransactionType.CASH_EXPENSE: ExpenseTransaction(),
+       TransactionType.TRANSFER: TransferTransaction()}
+"""The map from the transaction types to their operators."""
 
 
-TXN_TYPE_DICT: dict[str, TransactionType] \
-    = {x.ID: x() for x in {IncomeTransaction,
-                           ExpenseTransaction,
-                           TransferTransaction}}
-"""The transaction types, as a dictionary."""
-TXN_TYPE_OBJ: TransactionTypes = TransactionTypes(**TXN_TYPE_DICT)
-"""The transaction types, as an object."""
-
-
-def get_txn_type(txn: Transaction) -> TransactionType:
-    """Returns the transaction type that may be specified in the "as" query
+def get_txn_op(txn: Transaction) -> TransactionOperator:
+    """Returns the transaction operator that may be specified in the "as" query
     parameter.  If it is not specified, check the transaction type from the
-    transaction.
+     transaction.
 
     :param txn: The transaction.
     :return: None.
     """
     if "as" in request.args:
-        if request.args["as"] not in TXN_TYPE_DICT:
+        type_dict: dict[str, TransactionType] \
+            = {x.value: x for x in TransactionType}
+        if request.args["as"] not in type_dict:
             abort(404)
-        return TXN_TYPE_DICT[request.args["as"]]
-    for txn_type in sorted(TXN_TYPE_DICT.values(),
+        return TXN_TYPE_TO_OP[type_dict[request.args["as"]]]
+    for txn_type in sorted(TXN_TYPE_TO_OP.values(),
                            key=lambda x: x.CHECK_ORDER):
         if txn_type.is_my_type(txn):
             return txn_type

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

@@ -14,20 +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 for the transaction management.
 
 """
-from datetime import date, timedelta
 from decimal import Decimal
 from html import escape
 from urllib.parse import ParseResult, urlparse, parse_qsl, urlencode, \
     urlunparse
 
-from flask import request, current_app
-from flask_babel import get_locale
-
-from accounting.locale import gettext
-from accounting.models import Currency
+from flask import request
 
 
 def with_type(uri: str) -> str:
@@ -62,60 +57,19 @@ def to_transfer(uri: str) -> str:
     return urlunparse(parts)
 
 
-def format_amount(value: Decimal | None) -> str:
-    """Formats an amount for readability.
-
-    :param value: The amount.
-    :return: The formatted amount text.
-    """
-    if value is None or value == 0:
-        return "-"
-    whole: int = int(value)
-    frac: Decimal = (value - whole).normalize()
-    return "{:,}".format(whole) + str(frac)[1:]
-
-
-def format_amount_input(value: Decimal) -> str:
+def format_amount_input(value: Decimal | None) -> str:
     """Format an amount for an input value.
 
     :param value: The amount.
     :return: The formatted amount text for an input value.
     """
+    if value is None:
+        return ""
     whole: int = int(value)
     frac: Decimal = (value - whole).normalize()
     return str(whole) + str(frac)[1:]
 
 
-def format_date(value: date) -> str:
-    """Formats a date to be human-friendly.
-
-    :param value: The date.
-    :return: The human-friendly date text.
-    """
-    today: date = date.today()
-    if value == today:
-        return gettext("Today")
-    if value == today - timedelta(days=1):
-        return gettext("Yesterday")
-    if value == today + timedelta(days=1):
-        return gettext("Tomorrow")
-    locale = str(get_locale())
-    if locale == "zh" or locale.startswith("zh_"):
-        if value == today - timedelta(days=2):
-            return gettext("The day before yesterday")
-        if value == today + timedelta(days=2):
-            return gettext("The day after tomorrow")
-    if locale == "zh" or locale.startswith("zh_"):
-        weekdays = ["一", "二", "三", "四", "五", "六", "日"]
-        weekday = weekdays[value.weekday()]
-    else:
-        weekday = value.strftime("%a")
-    if value.year != today.year:
-        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.
 
@@ -126,20 +80,3 @@ def text2html(value: str) -> str:
     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/transaction/views.py

@@ -32,26 +32,21 @@ from accounting.utils.flash_errors import flash_form_errors
 from accounting.utils.next_uri import inherit_next, or_next
 from accounting.utils.pagination import Pagination
 from accounting.utils.permission import has_permission, can_view, can_edit
+from accounting.utils.txn_types import TransactionType
 from accounting.utils.user import get_current_user_pk
-from .dispatcher import TransactionType, get_txn_type, TXN_TYPE_OBJ
+from .operators import TransactionOperator, TXN_TYPE_TO_OP, get_txn_op
 from .forms import sort_transactions_in, TransactionReorderForm
-from .query import get_transaction_query
-from .template import with_type, to_transfer, format_amount, \
-    format_amount_input, format_date, text2html, currency_options, \
-    default_currency_code
+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(to_transfer, "accounting_txn_to_transfer")
-bp.add_app_template_filter(format_amount, "accounting_txn_format_amount")
 bp.add_app_template_filter(format_amount_input,
                            "accounting_txn_format_amount_input")
-bp.add_app_template_filter(format_date, "accounting_txn_format_date")
 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")
@@ -65,7 +60,7 @@ def list_transactions() -> str:
     pagination: Pagination = Pagination[Transaction](transactions)
     return render_template("accounting/transaction/list.html",
                            list=pagination.list, pagination=pagination,
-                           types=TXN_TYPE_OBJ)
+                           txn_types=TransactionType)
 
 
 @bp.get("/create/<transactionType:txn_type>", endpoint="create")
@@ -76,14 +71,16 @@ def show_add_transaction_form(txn_type: TransactionType) -> str:
     :param txn_type: The transaction type.
     :return: The form to add a transaction.
     """
-    form: txn_type.form
+    txn_op: TransactionOperator = TXN_TYPE_TO_OP[txn_type]
+    form: txn_op.form
     if "form" in session:
-        form = txn_type.form(ImmutableMultiDict(parse_qsl(session["form"])))
+        form = txn_op.form(ImmutableMultiDict(parse_qsl(session["form"])))
         del session["form"]
         form.validate()
     else:
-        form = txn_type.form()
-    return txn_type.render_create_template(form)
+        form = txn_op.form()
+        form.date.data = date.today()
+    return txn_op.render_create_template(form)
 
 
 @bp.post("/store/<transactionType:txn_type>", endpoint="store")
@@ -95,7 +92,8 @@ def add_transaction(txn_type: TransactionType) -> redirect:
     :return: The redirection to the transaction detail on success, or the
         transaction creation form on error.
     """
-    form: txn_type.form = txn_type.form(request.form)
+    txn_op: TransactionOperator = TXN_TYPE_TO_OP[txn_type]
+    form: txn_op.form = txn_op.form(request.form)
     if not form.validate():
         flash_form_errors(form)
         session["form"] = urlencode(list(request.form.items()))
@@ -117,8 +115,8 @@ def show_transaction_detail(txn: Transaction) -> str:
     :param txn: The transaction.
     :return: The detail.
     """
-    txn_type: TransactionType = get_txn_type(txn)
-    return txn_type.render_detail_template(txn)
+    txn_op: TransactionOperator = get_txn_op(txn)
+    return txn_op.render_detail_template(txn)
 
 
 @bp.get("/<transaction:txn>/edit", endpoint="edit")
@@ -129,15 +127,15 @@ def show_transaction_edit_form(txn: Transaction) -> str:
     :param txn: The transaction.
     :return: The form to edit the transaction.
     """
-    txn_type: TransactionType = get_txn_type(txn)
-    form: txn_type.form
+    txn_op: TransactionOperator = get_txn_op(txn)
+    form: txn_op.form
     if "form" in session:
-        form = txn_type.form(ImmutableMultiDict(parse_qsl(session["form"])))
+        form = txn_op.form(ImmutableMultiDict(parse_qsl(session["form"])))
         del session["form"]
         form.validate()
     else:
-        form = txn_type.form(obj=txn)
-    return txn_type.render_edit_template(txn, form)
+        form = txn_op.form(obj=txn)
+    return txn_op.render_edit_template(txn, form)
 
 
 @bp.post("/<transaction:txn>/update", endpoint="update")
@@ -149,8 +147,8 @@ def update_transaction(txn: Transaction) -> redirect:
     :return: The redirection to the transaction detail on success, or the
         transaction edit form on error.
     """
-    txn_type: TransactionType = get_txn_type(txn)
-    form: txn_type.form = txn_type.form(request.form)
+    txn_op: TransactionOperator = get_txn_op(txn)
+    form: txn_op.form = txn_op.form(request.form)
     if not form.validate():
         flash_form_errors(form)
         session["form"] = urlencode(list(request.form.items()))
@@ -192,8 +190,8 @@ def show_transaction_order(txn_date: date) -> str:
     :param txn_date: The date.
     :return: The order of the transactions in the date.
     """
-    transactions: list[Transaction] = Transaction.query\
-        .filter(Transaction.date == txn_date)\
+    transactions: list[Transaction] = Transaction.query \
+        .filter(Transaction.date == txn_date) \
         .order_by(Transaction.no).all()
     return render_template("accounting/transaction/order.html",
                            date=txn_date, list=transactions)

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

@@ -8,8 +8,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Mia! Accounting Flask 0.0.0\n"
 "Report-Msgid-Bugs-To: imacat@mail.imacat.idv.tw\n"
-"POT-Creation-Date: 2023-02-27 18:59+0800\n"
-"PO-Revision-Date: 2023-02-27 18:59+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"
@@ -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"
@@ -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/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"
 
@@ -210,10 +229,10 @@ msgstr "你確定要刪掉這個科目嗎？"
 #: src/accounting/templates/accounting/account/detail.html:76
 #: src/accounting/templates/accounting/account/include/form.html:112
 #: src/accounting/templates/accounting/currency/detail.html:72
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:49
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:49
+#: 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:52
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:54
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:175
 msgid "Cancel"
 msgstr "取消"
 
@@ -255,7 +274,7 @@ msgstr "科目管理"
 #: src/accounting/templates/accounting/account/list.html:32
 #: src/accounting/templates/accounting/currency/list.html:32
 #: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:75
-#: src/accounting/templates/accounting/transaction/include/form.html:60
+#: src/accounting/templates/accounting/transaction/include/form.html:62
 #: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:75
 #: src/accounting/templates/accounting/transaction/list.html:37
 #: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:77
@@ -276,8 +295,7 @@ msgstr "桌機版檢索"
 #: src/accounting/templates/accounting/base-account/list.html:34
 #: src/accounting/templates/accounting/currency/list.html:40
 #: src/accounting/templates/accounting/currency/list.html:52
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:34
-#: src/accounting/templates/accounting/transaction/include/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"
 
@@ -432,7 +449,7 @@ msgstr "改轉帳"
 
 #: src/accounting/templates/accounting/transaction/expense/detail.html:37
 #: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:45
-#: src/accounting/templates/accounting/transaction/include/form.html:52
+#: src/accounting/templates/accounting/transaction/include/form.html:54
 #: src/accounting/templates/accounting/transaction/income/detail.html:37
 #: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:45
 msgid "Content"
@@ -462,6 +479,14 @@ msgstr "編輯%(txn)s"
 msgid "Currency"
 msgstr "貨幣"
 
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:26
+msgid "Select Account"
+msgstr "選擇科目"
+
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:44
+msgid "More…"
+msgstr "更多…"
+
 #: src/accounting/templates/accounting/transaction/include/add-new-material-fab.html:26
 msgid "Cash expense"
 msgstr "現金支出"
@@ -470,19 +495,6 @@ msgstr "現金支出"
 msgid "Cash income"
 msgstr "現金收入"
 
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:26
-msgid "Select Credit Account"
-msgstr "選擇貸方科目科目"
-
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:44
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:44
-msgid "More…"
-msgstr "更多…"
-
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:26
-msgid "Select Debit Account"
-msgstr "選擇借方科目"
-
 #: src/accounting/templates/accounting/transaction/include/detail.html:70
 msgid "Delete Transaction Confirmation"
 msgstr "傳票刪除確認"
@@ -500,21 +512,66 @@ msgid "Account"
 msgstr "科目"
 
 #: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:41
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:28
 msgid "Summary"
 msgstr "摘要"
 
-#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:47
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:49
 msgid "Amount"
 msgstr "金額"
 
-#: src/accounting/templates/accounting/transaction/include/form.html:46
+#: src/accounting/templates/accounting/transaction/include/form.html:48
 msgid "Date"
 msgstr "日期"
 
-#: src/accounting/templates/accounting/transaction/include/form.html:69
+#: src/accounting/templates/accounting/transaction/include/form.html:71
 msgid "Note"
 msgstr "備註"
 
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:39
+msgid "General"
+msgstr "一般"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:44
+msgid "Travel"
+msgstr "差旅"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:49
+msgid "Bus"
+msgstr "公車"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:54
+msgid "Regular"
+msgstr "帳單"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:59
+msgid "Number"
+msgstr "數量"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:67
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:84
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:119
+msgid "Tag"
+msgstr "標籤"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:99
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:140
+msgid "From"
+msgstr "從"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:108
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:145
+msgid "To"
+msgstr "至"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:124
+msgid "Route"
+msgstr "路線"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:160
+msgid "The number of items"
+msgstr "數量"
+
 #: src/accounting/templates/accounting/transaction/income/create.html:24
 msgid "Add a New Cash Income Transaction"
 msgstr "新增現金收入傳票"
@@ -533,27 +590,27 @@ msgstr "借方"
 msgid "Credit"
 msgstr "貸方"
 
-#: src/accounting/transaction/forms.py:44
+#: src/accounting/transaction/forms.py:45
 msgid "Please select the currency."
 msgstr "請選擇貨幣。"
 
-#: src/accounting/transaction/forms.py:67
+#: src/accounting/transaction/forms.py:68
 msgid "The currency does not exist."
 msgstr "沒有這個貨幣。"
 
-#: src/accounting/transaction/forms.py:88
+#: src/accounting/transaction/forms.py:89
 msgid "The account does not exist."
 msgstr "沒有這個科目。"
 
-#: src/accounting/transaction/forms.py:99
+#: src/accounting/transaction/forms.py:100
 msgid "Please fill in a positive amount."
 msgstr "金額請填正數。"
 
-#: src/accounting/transaction/forms.py:113
+#: src/accounting/transaction/forms.py:114
 msgid "This account is not for debit entries."
 msgstr "科目不是借方科目。"
 
-#: src/accounting/transaction/forms.py:200
+#: src/accounting/transaction/forms.py:201
 msgid "This account is not for credit entries."
 msgstr "科目不是貸方科目。"
 

src/accounting/utils/txn_types.py

@@ -0,0 +1,30 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The transaction types.
+
+"""
+from enum import Enum
+
+
+class TransactionType(Enum):
+    """The transaction types."""
+    CASH_INCOME: str = "income"
+    """The cash income transaction."""
+    CASH_EXPENSE: str = "expense"
+    """The cash expense transaction."""
+    TRANSFER: str = "transfer"
+    """The transfer transaction."""

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_site/templates/base.html

@@ -25,12 +25,14 @@ First written: 2023/1/27
   <meta charset="UTF-8">
   <meta name="viewport" content="width=device-width, initial-scale=1">
   <meta name="author" content="{{ "imacat" }}" />
-  <link rel="stylesheet" type="text/css" href="https://cdn.jsdelivr.net/npm/bootstrap@5.2.3/dist/css/bootstrap.min.css">
-  <link rel="stylesheet" type="text/css" href="https://cdn.jsdelivr.net/npm/@fortawesome/fontawesome-free@6.2.1/css/all.min.css">
+  <link rel="stylesheet" type="text/css" href="https://cdn.jsdelivr.net/npm/bootstrap@5.2.3/dist/css/bootstrap.min.css" crossorigin="anonymous">
+  <link rel="stylesheet" type="text/css" href="https://cdn.jsdelivr.net/npm/@fortawesome/fontawesome-free@6.2.1/css/all.min.css" crossorigin="anonymous">
+  <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/@eonasdan/tempus-dominus@6.2.10/dist/css/tempus-dominus.min.css" crossorigin="anonymous">
   {% block styles %}{% endblock %}
   <script src="{{ url_for("babel_catalog") }}"></script>
   <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.2.3/dist/js/bootstrap.bundle.min.js" integrity="sha384-kenU1KFdBIe4zVF0s0G1M5b4hcpxyD9F7jL+jjXkk+Q2h455rYXK/7HAuoJl+0I4" crossorigin="anonymous"></script>
   <script src="https://cdn.jsdelivr.net/npm/decimal.js-light@2.5.1/decimal.min.js" integrity="sha384-QdsxGEq4Y0erX8WUIsZJDtfoSSyBF6dmNCnzRNYCa2AOM/xzNsyhHu0RbdFBAm+l" crossorigin="anonymous"></script>
+  <script src="https://cdn.jsdelivr.net/npm/@eonasdan/tempus-dominus@6.2.10/dist/js/tempus-dominus.min.js" integrity="sha384-BiIgBzfRUwCKCLJTFUfZPl8n4yeDooQYkgtJBNVI4Gg6OAfIFO6FhEK6KiO1dvhA" crossorigin="anonymous"></script>
   {% block scripts %}{% endblock %}
   <title>{% block title %}{% endblock %}</title>
 </head>