Advanced to version 0.5.0.

docs/source/accounting.account.rst

@@ -28,10 +28,10 @@ accounting.account.forms module
    :undoc-members:
    :show-inheritance:
 
-accounting.account.query module
--------------------------------
+accounting.account.queries module
+---------------------------------
 
-.. automodule:: accounting.account.query
+.. automodule:: accounting.account.queries
    :members:
    :undoc-members:
    :show-inheritance:

docs/source/accounting.base_account.rst

@@ -20,10 +20,10 @@ accounting.base\_account.converters module
    :undoc-members:
    :show-inheritance:
 
-accounting.base\_account.query module
--------------------------------------
+accounting.base\_account.queries module
+---------------------------------------
 
-.. automodule:: accounting.base_account.query
+.. automodule:: accounting.base_account.queries
    :members:
    :undoc-members:
    :show-inheritance:

docs/source/accounting.currency.rst

@@ -28,10 +28,10 @@ accounting.currency.forms module
    :undoc-members:
    :show-inheritance:
 
-accounting.currency.query module
---------------------------------
+accounting.currency.queries module
+----------------------------------
 
-.. automodule:: accounting.currency.query
+.. automodule:: accounting.currency.queries
    :members:
    :undoc-members:
    :show-inheritance:

docs/source/accounting.report.period.rst

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

docs/source/accounting.report.reports.rst

@@ -0,0 +1,69 @@
+accounting.report.reports package
+=================================
+
+Submodules
+----------
+
+accounting.report.reports.balance\_sheet module
+-----------------------------------------------
+
+.. automodule:: accounting.report.reports.balance_sheet
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.income\_expenses module
+-------------------------------------------------
+
+.. automodule:: accounting.report.reports.income_expenses
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.income\_statement module
+--------------------------------------------------
+
+.. automodule:: accounting.report.reports.income_statement
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.journal module
+----------------------------------------
+
+.. automodule:: accounting.report.reports.journal
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.ledger module
+---------------------------------------
+
+.. automodule:: accounting.report.reports.ledger
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.search module
+---------------------------------------
+
+.. automodule:: accounting.report.reports.search
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.trial\_balance module
+-----------------------------------------------
+
+.. automodule:: accounting.report.reports.trial_balance
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.report.reports
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.report.rst

@@ -0,0 +1,47 @@
+accounting.report package
+=========================
+
+Subpackages
+-----------
+
+.. toctree::
+   :maxdepth: 4
+
+   accounting.report.period
+   accounting.report.reports
+   accounting.report.utils
+
+Submodules
+----------
+
+accounting.report.converters module
+-----------------------------------
+
+.. automodule:: accounting.report.converters
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.template\_filters module
+------------------------------------------
+
+.. automodule:: accounting.report.template_filters
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.views module
+------------------------------
+
+.. automodule:: accounting.report.views
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.report
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.report.utils.rst

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

docs/source/accounting.rst

@@ -10,6 +10,7 @@ Subpackages
    accounting.account
    accounting.base_account
    accounting.currency
+   accounting.report
    accounting.transaction
    accounting.utils
 
@@ -32,6 +33,22 @@ accounting.models module
    :undoc-members:
    :show-inheritance:
 
+accounting.template\_filters module
+-----------------------------------
+
+.. automodule:: accounting.template_filters
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.template\_globals module
+-----------------------------------
+
+.. automodule:: accounting.template_globals
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 Module contents
 ---------------
 

docs/source/accounting.transaction.rst

@@ -12,14 +12,6 @@ accounting.transaction.converters module
    :undoc-members:
    :show-inheritance:
 
-accounting.transaction.dispatcher module
-----------------------------------------
-
-.. automodule:: accounting.transaction.dispatcher
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
 accounting.transaction.forms module
 -----------------------------------
 
@@ -28,26 +20,26 @@ accounting.transaction.forms module
    :undoc-members:
    :show-inheritance:
 
-accounting.transaction.query module
------------------------------------
+accounting.transaction.operators module
+---------------------------------------
 
-.. automodule:: accounting.transaction.query
+.. automodule:: accounting.transaction.operators
    :members:
    :undoc-members:
    :show-inheritance:
 
-accounting.transaction.summary\_helper module
+accounting.transaction.summary\_editor module
 ---------------------------------------------
 
-.. automodule:: accounting.transaction.summary_helper
+.. automodule:: accounting.transaction.summary_editor
    :members:
    :undoc-members:
    :show-inheritance:
 
-accounting.transaction.template module
---------------------------------------
+accounting.transaction.template\_filters module
+-----------------------------------------------
 
-.. automodule:: accounting.transaction.template
+.. automodule:: accounting.transaction.template_filters
    :members:
    :undoc-members:
    :show-inheritance:

docs/source/accounting.utils.rst

@@ -60,6 +60,14 @@ accounting.utils.strip\_text module
    :undoc-members:
    :show-inheritance:
 
+accounting.utils.txn\_types module
+----------------------------------
+
+.. automodule:: accounting.utils.txn_types
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.utils.user module
 ----------------------------
 

setup.cfg

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

src/accounting/__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/commands.py

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

src/accounting/account/forms.py

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

src/accounting/account/queries.py

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

src/accounting/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

@@ -52,7 +52,7 @@ class BaseAccount(db.Model):
 
         :return: The string representation of the base account.
         """
-        return F"{self.code} {self.title}"
+        return f"{self.code} {self.title}"
 
     @property
     def title(self) -> str:
@@ -113,8 +113,8 @@ class Account(db.Model):
     """The account number under the base account."""
     title_l10n = db.Column("title", db.String, nullable=False)
     """The title."""
-    is_pay_off_needed = db.Column(db.Boolean, nullable=False, default=False)
-    """Whether the entries of this account need pay-off."""
+    is_offset_needed = db.Column(db.Boolean, nullable=False, default=False)
+    """Whether the entries of this account need offset."""
     created_at = db.Column(db.DateTime(timezone=True), nullable=False,
                            server_default=db.func.now())
     """The time of creation."""
@@ -141,17 +141,11 @@ class Account(db.Model):
     entries = db.relationship("JournalEntry", back_populates="account")
     """The journal entries."""
 
-    __CASH = "1111-001"
+    CASH_CODE: str = "1111-001"
     """The code of the cash account,"""
-    __RECEIVABLE = "1141-001"
-    """The code of the receivable account,"""
-    __PAYABLE = "2141-001"
-    """The code of the payable account,"""
-    __ACCUMULATED_CHANGE = "3351-001"
+    ACCUMULATED_CHANGE_CODE: str = "3351-001"
     """The code of the accumulated-change account,"""
-    __BROUGHT_FORWARD = "3352-001"
-    """The code of the brought-forward account,"""
-    __NET_CHANGE = "3353-001"
+    NET_CHANGE_CODE: str = "3353-001"
     """The code of the net-change account,"""
 
     def __str__(self) -> str:
@@ -159,7 +153,7 @@ class Account(db.Model):
 
         :return: The string representation of this account.
         """
-        return F"{self.base_code}-{self.no:03d} {self.title}"
+        return f"{self.base_code}-{self.no:03d} {self.title}"
 
     @property
     def code(self) -> str:
@@ -167,7 +161,7 @@ class Account(db.Model):
 
         :return: The code.
         """
-        return F"{self.base_code}-{self.no:03d}"
+        return f"{self.base_code}-{self.no:03d}"
 
     @property
     def title(self) -> str:
@@ -271,23 +265,7 @@ class Account(db.Model):
 
         :return: The cash account
         """
-        return cls.find_by_code(cls.__CASH)
-
-    @classmethod
-    def receivable(cls) -> t.Self:
-        """Returns the receivable account.
-
-        :return: The receivable account
-        """
-        return cls.find_by_code(cls.__RECEIVABLE)
-
-    @classmethod
-    def payable(cls) -> t.Self:
-        """Returns the payable account.
-
-        :return: The payable account
-        """
-        return cls.find_by_code(cls.__PAYABLE)
+        return cls.find_by_code(cls.CASH_CODE)
 
     @classmethod
     def accumulated_change(cls) -> t.Self:
@@ -295,23 +273,7 @@ class Account(db.Model):
 
         :return: The accumulated-change account
         """
-        return cls.find_by_code(cls.__ACCUMULATED_CHANGE)
-
-    @classmethod
-    def brought_forward(cls) -> t.Self:
-        """Returns the brought-forward account.
-
-        :return: The brought-forward account
-        """
-        return cls.find_by_code(cls.__BROUGHT_FORWARD)
-
-    @classmethod
-    def net_change(cls) -> t.Self:
-        """Returns the net-change account.
-
-        :return: The net-change account
-        """
-        return cls.find_by_code(cls.__NET_CHANGE)
+        return cls.find_by_code(cls.ACCUMULATED_CHANGE_CODE)
 
     @property
     def is_modified(self) -> bool:
@@ -392,7 +354,7 @@ class Currency(db.Model):
 
         :return: The string representation of the currency.
         """
-        return F"{self.name} ({self.code})"
+        return f"{self.name} ({self.code})"
 
     @property
     def name(self) -> str:
@@ -588,7 +550,7 @@ class Transaction(db.Model):
         for currency in self.currencies:
             if len(currency.debit) > 1:
                 return False
-            if currency.debit[0].account.code != "1111-001":
+            if currency.debit[0].account.code != Account.CASH_CODE:
                 return False
         return True
 
@@ -602,7 +564,7 @@ class Transaction(db.Model):
         for currency in self.currencies:
             if len(currency.credit) > 1:
                 return False
-            if currency.credit[0].account.code != "1111-001":
+            if currency.credit[0].account.code != Account.CASH_CODE:
                 return False
         return True
 
@@ -635,15 +597,15 @@ class JournalEntry(db.Model):
     """True for a debit entry, or False for a credit entry."""
     no = db.Column(db.Integer, nullable=False)
     """The entry number under the transaction and debit or credit."""
-    pay_off_target_id = db.Column(db.Integer,
+    offset_original_id = db.Column(db.Integer,
                                    db.ForeignKey(id, onupdate="CASCADE"),
                                    nullable=True)
-    """The ID of the pay-off target entry."""
-    pay_off_target = db.relationship("JournalEntry", back_populates="pay_off",
+    """The ID of the original entry to offset."""
+    offset_original = db.relationship("JournalEntry", back_populates="offsets",
                                       remote_side=id, passive_deletes=True)
-    """The pay-off target entry."""
-    pay_off = db.relationship("JournalEntry", back_populates="pay_off_target")
-    """The pay-off entries."""
+    """The original entry to offset."""
+    offsets = db.relationship("JournalEntry", back_populates="offset_original")
+    """The offset entries."""
     currency_code = db.Column(db.String,
                               db.ForeignKey(Currency.code, onupdate="CASCADE"),
                               nullable=False)
@@ -678,3 +640,19 @@ class JournalEntry(db.Model):
         :return: The account code.
         """
         return self.account.code
+
+    @property
+    def debit(self) -> Decimal | None:
+        """Returns the debit amount.
+
+        :return: The debit amount, or None if this is not a debit entry.
+        """
+        return self.amount if self.is_debit else None
+
+    @property
+    def credit(self) -> Decimal | None:
+        """Returns the credit amount.
+
+        :return: The credit amount, or None if this is not a credit entry.
+        """
+        return None if self.is_debit else self.amount

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["ieAccount"] = 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 .period import Period, get_period
+from .utils.ie_account import IncomeExpensesAccount
+
+
+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 get_period(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 log 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/period/__init__.py

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

src/accounting/report/period/chooser.py

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

src/accounting/report/period/description.py

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

src/accounting/report/period/month_end.py

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

src/accounting/report/period/parser.py

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

src/accounting/report/period/period.py

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

src/accounting/report/period/shortcuts.py

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

src/accounting/report/period/specification.py

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

src/accounting/report/reports/__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 +1,474 @@
+# 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 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, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url, balance_sheet_url, \
+    income_statement_url
+
+
+class ReportAccount:
+    """An account in the report."""
+
+    def __init__(self, account: Account, amount: Decimal, url: str):
+        """Constructs an account in the report.
+
+        :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 Subsection:
+    """A subsection."""
+
+    def __init__(self, title: BaseAccount):
+        """Constructs a subsection.
+
+        :param title: The title account.
+        """
+        self.title: BaseAccount = title
+        """The title account."""
+        self.accounts: list[ReportAccount] = []
+        """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 Section:
+    """A section."""
+
+    def __init__(self, title: BaseAccount):
+        """Constructs a section.
+
+        :param title: The title account.
+        """
+        self.title: BaseAccount = title
+        """The title account."""
+        self.subsections: list[Subsection] = []
+        """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[ReportAccount] = self.__query_balances()
+        """The balance sheet accounts."""
+
+    def __query_balances(self) -> list[ReportAccount]:
+        """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}
+        self.accounts: list[ReportAccount] \
+            = [ReportAccount(account=account_by_id[x.id],
+                             amount=x.balance,
+                             url=ledger_url(self.__currency,
+                                            account_by_id[x.id],
+                                            self.__period))
+               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.
+        """
+        self.__add_owner_s_equity(Account.ACCUMULATED_CHANGE_CODE,
+                                  self.__query_accumulated(),
+                                  self.__period)
+
+    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]
+        return self.__query_balance(conditions)
+
+    def __add_current_period(self) -> None:
+        """Adds the accumulated profit or loss to the balances.
+
+        :return: None.
+        """
+        self.__add_owner_s_equity(Account.NET_CHANGE_CODE,
+                                  self.__query_currency_period(),
+                                  self.__period)
+
+    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)
+        return self.__query_balance(conditions)
+
+    @staticmethod
+    def __query_balance(conditions: list[sa.BinaryExpression])\
+            -> Decimal:
+        """Queries the balance.
+
+        :param conditions: The SQL conditions for the balance.
+        :return: The balance.
+        """
+        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))
+        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,
+                             period: Period) -> None:
+        """Adds an owner's equity balance.
+
+        :param code: The code of the account to add.
+        :param amount: The amount.
+        :param period: The period.
+        :return: None.
+        """
+        if amount is None:
+            return
+        url: str = income_statement_url(self.__currency, period)
+        # There is an existing balance.
+        account_balance_by_code: dict[str, ReportAccount] \
+            = {x.account.code: x for x in self.accounts}
+        if code in account_balance_by_code:
+            balance: ReportAccount = account_balance_by_code[code]
+            balance.amount = balance.amount + amount
+            balance.url = url
+            return
+        # Add a new balance
+        account_by_code: dict[str, Account] \
+            = {x.code: x for x in self.__all_accounts}
+        self.accounts.append(ReportAccount(account=account_by_code[code],
+                                           amount=amount,
+                                           url=url))
+
+
+class CSVHalfRow:
+    """A half row in the CSV."""
+
+    def __init__(self, title: str | None, amount: Decimal | None):
+        """The constructs a half row in the CSV.
+
+        :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."""
+
+    def __init__(self):
+        """Constructs a row in the CSV."""
+        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 PageParams(BasePageParams):
+    """The HTML page parameters."""
+
+    def __init__(self, currency: Currency,
+                 period: Period,
+                 has_data: bool,
+                 assets: Section,
+                 liabilities: Section,
+                 owner_s_equity: Section):
+        """Constructs the HTML page parameters.
+
+        :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: Section = assets
+        """The assets."""
+        self.liabilities: Section = liabilities
+        """The liabilities."""
+        self.owner_s_equity: Section = owner_s_equity
+        """The owner's equity."""
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: balance_sheet_url(currency, x))
+        """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.
+        """
+        return self._get_currency_options(
+            lambda x: balance_sheet_url(x, self.period), self.currency)
+
+
+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: Section
+        """The assets."""
+        self.__liabilities: Section
+        """The liabilities."""
+        self.__owner_s_equity: Section
+        """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[ReportAccount] = 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, Section] = {x.code: Section(x) for x in titles}
+        subsections: dict[str, Subsection] = {x.code: Subsection(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=period_spec(self.__period))
+        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: Section) -> 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: PageParams = PageParams(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 +1,456 @@
+# 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 sqlalchemy.orm import selectinload
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, Account, Transaction, JournalEntry
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.ie_account import IncomeExpensesAccount
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import income_expenses_url
+from accounting.utils.pagination import Pagination
+
+
+class ReportEntry:
+    """An entry in the report."""
+
+    def __init__(self, entry: JournalEntry | None = None):
+        """Constructs the entry in the report.
+
+        :param entry: The journal entry.
+        """
+        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."""
+        self.url: str | None = None
+        """The URL to the journal entry."""
+        if entry is not None:
+            self.date = entry.transaction.date
+            self.account = entry.account
+            self.summary = entry.summary
+            self.income = None if entry.is_debit else entry.amount
+            self.expense = entry.amount if entry.is_debit else None
+            self.note = entry.transaction.note
+            self.url = url_for("accounting.transaction.detail",
+                               txn=entry.transaction)
+
+
+class EntryCollector:
+    """The report entry collector."""
+
+    def __init__(self, currency: Currency, account: IncomeExpensesAccount,
+                 period: Period):
+        """Constructs the report 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: ReportEntry | None
+        """The brought-forward entry."""
+        self.entries: list[ReportEntry]
+        """The log entries."""
+        self.total: ReportEntry | 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) -> ReportEntry | 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: ReportEntry = ReportEntry()
+        entry.is_brought_forward = True
+        entry.date = self.__period.start
+        entry.account = Account.accumulated_change()
+        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[ReportEntry]:
+        """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 [ReportEntry(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)
+                .options(selectinload(JournalEntry.account),
+                         selectinload(JournalEntry.transaction))]
+
+    @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) -> ReportEntry | 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: ReportEntry = ReportEntry()
+        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."""
+
+    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.
+
+        :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 PageParams(BasePageParams):
+    """The HTML page parameters."""
+
+    def __init__(self, currency: Currency,
+                 account: IncomeExpensesAccount,
+                 period: Period,
+                 has_data: bool,
+                 pagination: Pagination[ReportEntry],
+                 brought_forward: ReportEntry | None,
+                 entries: list[ReportEntry],
+                 total: ReportEntry | None):
+        """Constructs the HTML page parameters.
+
+        :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[ReportEntry] = pagination
+        """The pagination."""
+        self.brought_forward: ReportEntry | None = brought_forward
+        """The brought-forward entry."""
+        self.entries: list[ReportEntry] = entries
+        """The report entries."""
+        self.total: ReportEntry | None = total
+        """The total entry."""
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: income_expenses_url(currency, account, x))
+        """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.
+        """
+        return self._get_currency_options(
+            lambda x: income_expenses_url(x, self.account, self.period),
+            self.currency)
+
+    @property
+    def account_options(self) -> list[OptionLink]:
+        """Returns the account options.
+
+        :return: The account options.
+        """
+        current_al: IncomeExpensesAccount \
+            = IncomeExpensesAccount.current_assets_and_liabilities()
+        options: list[OptionLink] \
+            = [OptionLink(str(current_al),
+                          income_expenses_url(self.currency, current_al,
+                                              self.period),
+                          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),
+                                   income_expenses_url(
+                                       self.currency,
+                                       IncomeExpensesAccount(x),
+                                       self.period),
+                                   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
+
+
+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: ReportEntry | None = collector.brought_forward
+        """The brought-forward entry."""
+        self.__entries: list[ReportEntry] = collector.entries
+        """The report entries."""
+        self.__total: ReportEntry | 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=period_spec(self.__period))
+        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("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[ReportEntry] = []
+        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[ReportEntry] \
+            = Pagination[ReportEntry](all_entries)
+        page_entries: list[ReportEntry] = pagination.list
+        has_data: bool = len(page_entries) > 0
+        brought_forward: ReportEntry | 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: ReportEntry | None = None
+        if len(page_entries) > 0 and page_entries[-1].is_total:
+            total = page_entries[-1]
+            page_entries = page_entries[:-1]
+        params: PageParams = PageParams(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 +1,325 @@
+# 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 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, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url, income_statement_url
+
+
+class ReportAccount:
+    """An account in the report."""
+
+    def __init__(self, account: Account, amount: Decimal, url: str):
+        """Constructs an account in the report.
+
+        :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 AccumulatedTotal:
+    """An accumulated total."""
+
+    def __init__(self, title: str):
+        """Constructs an accumulated total.
+
+        :param title: The title.
+        """
+        self.title: str = title
+        """The account."""
+        self.amount: Decimal = Decimal("0")
+        """The amount of the account."""
+
+
+class Subsection:
+    """A subsection."""
+
+    def __init__(self, title: BaseAccount):
+        """Constructs a subsection.
+
+        :param title: The title account.
+        """
+        self.title: BaseAccount = title
+        """The title account."""
+        self.accounts: list[ReportAccount] = []
+        """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 Section:
+    """A section."""
+
+    def __init__(self, title: BaseAccount, accumulated_title: str):
+        """Constructs a section.
+
+        :param title: The title account.
+        :param accumulated_title: The title for the accumulated total.
+        """
+        self.title: BaseAccount = title
+        """The title account."""
+        self.subsections: list[Subsection] = []
+        """The subsections in the section."""
+        self.accumulated: AccumulatedTotal \
+            = AccumulatedTotal(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."""
+
+    def __init__(self, text: str | None, amount: str | Decimal | None):
+        """Constructs a row in the CSV.
+
+        :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 PageParams(BasePageParams):
+    """The HTML page parameters."""
+
+    def __init__(self, currency: Currency,
+                 period: Period,
+                 has_data: bool,
+                 sections: list[Section], ):
+        """Constructs the HTML page parameters.
+
+        :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[Section] = sections
+        """The sections in the income statement."""
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: income_statement_url(currency, x))
+        """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.
+        """
+        return self._get_currency_options(
+            lambda x: income_statement_url(x, self.period), self.currency)
+
+
+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[Section]
+        """The sections."""
+        self.__set_data()
+
+    def __set_data(self) -> None:
+        """Queries and sets data sections in the income statement.
+
+        :return: None.
+        """
+        balances: list[ReportAccount] = 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 operating 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, Section] \
+            = {x.code: Section(x, total_titles[x.code]) for x in titles}
+        subsections: dict[str, Subsection] \
+            = {x.code: Subsection(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[ReportAccount]:
+        """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_balances: sa.Select = sa.select(Account.id, balance_func)\
+            .join(Transaction).join(Account)\
+            .filter(*conditions)\
+            .group_by(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()}
+        return [ReportAccount(account=accounts[x.id],
+                              amount=x.balance,
+                              url=ledger_url(self.__currency,
+                                             accounts[x.id],
+                                             self.__period))
+                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=period_spec(self.__period))
+        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: PageParams = PageParams(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 +1,216 @@
+# 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 sqlalchemy.orm import selectinload
+
+from accounting.locale import gettext
+from accounting.models import Currency, Account, Transaction, JournalEntry
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import journal_url
+from accounting.utils.pagination import Pagination
+
+
+class ReportEntry:
+    """An entry in the report."""
+
+    def __init__(self, entry: JournalEntry):
+        """Constructs the entry in the report.
+
+        :param entry: The journal entry.
+        """
+        self.entry: JournalEntry = entry
+        """The journal entry."""
+        self.transaction: Transaction = entry.transaction
+        """The transaction."""
+        self.currency: Currency = entry.currency
+        """The account."""
+        self.account: Account = entry.account
+        """The account."""
+        self.summary: str | None = entry.summary
+        """The summary."""
+        self.debit: Decimal | None = entry.debit
+        """The debit amount."""
+        self.credit: Decimal | None = entry.credit
+        """The credit amount."""
+        self.amount: Decimal = entry.amount
+        """The amount."""
+
+
+class CSVRow(BaseCSVRow):
+    """A row in the CSV."""
+
+    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.
+
+        :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 PageParams(BasePageParams):
+    """The HTML page parameters."""
+
+    def __init__(self, period: Period,
+                 pagination: Pagination[JournalEntry],
+                 entries: list[JournalEntry]):
+        """Constructs the HTML page parameters.
+
+        :param period: The period.
+        :param entries: The journal entries.
+        """
+        self.period: Period = period
+        """The period."""
+        self.pagination: Pagination[JournalEntry] = pagination
+        """The pagination."""
+        self.entries: list[JournalEntry] = entries
+        """The entries."""
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: journal_url(x))
+        """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 get_csv_rows(entries: list[JournalEntry]) -> list[CSVRow]:
+    """Composes and returns the CSV rows from the report entries.
+
+    :param entries: The report entries.
+    :return: The CSV rows.
+    """
+    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 entries])
+    return rows
+
+
+class Journal(BaseReport):
+    """The journal."""
+
+    def __init__(self, period: Period):
+        """Constructs a journal.
+
+        :param period: The period.
+        """
+        self.__period: Period = period
+        """The period."""
+        self.__entries: list[JournalEntry] = self.__query_entries()
+        """The journal entries."""
+
+    def __query_entries(self) -> list[JournalEntry]:
+        """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 JournalEntry.query.join(Transaction)\
+            .filter(*conditions)\
+            .order_by(Transaction.date,
+                      JournalEntry.is_debit.desc(),
+                      JournalEntry.no)\
+            .options(selectinload(JournalEntry.account),
+                     selectinload(JournalEntry.currency),
+                     selectinload(JournalEntry.transaction)).all()
+
+    def csv(self) -> Response:
+        """Returns the report as CSV for download.
+
+        :return: The response of the report for download.
+        """
+        filename: str = f"journal-{period_spec(self.__period)}.csv"
+        return csv_download(filename, get_csv_rows(self.__entries))
+
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """
+        pagination: Pagination[JournalEntry] \
+            = Pagination[JournalEntry](self.__entries)
+        params: PageParams = PageParams(period=self.__period,
+                                        pagination=pagination,
+                                        entries=pagination.list)
+        return render_template("accounting/report/journal.html",
+                               report=params)

src/accounting/report/reports/ledger.py

@@ -0,0 +1,405 @@
+# 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 sqlalchemy.orm import selectinload
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, Account, Transaction, JournalEntry
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url
+from accounting.utils.pagination import Pagination
+
+
+class ReportEntry:
+    """An entry in the report."""
+
+    def __init__(self, entry: JournalEntry | None = None):
+        """Constructs the entry in the report.
+
+        :param entry: The journal entry.
+        """
+        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.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."""
+        self.url: str | None = None
+        """The URL to the journal entry."""
+        if entry is not None:
+            self.date = entry.transaction.date
+            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.note = entry.transaction.note
+            self.url = url_for("accounting.transaction.detail",
+                               txn=entry.transaction)
+
+
+class EntryCollector:
+    """The report entry collector."""
+
+    def __init__(self, currency: Currency, account: Account, period: Period):
+        """Constructs the report 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: ReportEntry | None
+        """The brought-forward entry."""
+        self.entries: list[ReportEntry]
+        """The report entries."""
+        self.total: ReportEntry | 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) -> ReportEntry | None:
+        """Queries, composes and returns the brought-forward entry.
+
+        :return: The brought-forward entry, or None if the report starts from
+            the beginning.
+        """
+        if self.__period.start is None:
+            return None
+        if self.__account.base_code[0] not in {"1", "2", "3"}:
+            return None
+        balance_func: sa.Function = sa.func.sum(sa.case(
+            (JournalEntry.is_debit, JournalEntry.amount),
+            else_=-JournalEntry.amount))
+        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: ReportEntry = ReportEntry()
+        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[ReportEntry]:
+        """Queries and returns the report entries.
+
+        :return: The report 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 [ReportEntry(x) for x in JournalEntry.query.join(Transaction)
+                .filter(*conditions)
+                .order_by(Transaction.date,
+                          JournalEntry.is_debit.desc(),
+                          JournalEntry.no)
+                .options(selectinload(JournalEntry.transaction)).all()]
+
+    def __get_total_entry(self) -> ReportEntry | 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: ReportEntry = ReportEntry()
+        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."""
+
+    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.
+
+        :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 PageParams(BasePageParams):
+    """The HTML page parameters."""
+
+    def __init__(self, currency: Currency,
+                 account: Account,
+                 period: Period,
+                 has_data: bool,
+                 pagination: Pagination[ReportEntry],
+                 brought_forward: ReportEntry | None,
+                 entries: list[ReportEntry],
+                 total: ReportEntry | None):
+        """Constructs the HTML page parameters.
+
+        :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 report 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[ReportEntry] = pagination
+        """The pagination."""
+        self.brought_forward: ReportEntry | None = brought_forward
+        """The brought-forward entry."""
+        self.entries: list[ReportEntry] = entries
+        """The entries."""
+        self.total: ReportEntry | None = total
+        """The total entry."""
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: ledger_url(currency, account, x))
+        """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.
+        """
+        return self._get_currency_options(
+            lambda x: ledger_url(x, self.account, self.period), self.currency)
+
+    @property
+    def account_options(self) -> list[OptionLink]:
+        """Returns the account options.
+
+        :return: The account options.
+        """
+        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), ledger_url(self.currency, x, self.period),
+                           x.id == self.account.id)
+                for x in Account.query.filter(Account.id.in_(in_use))
+                .order_by(Account.base_code, Account.no).all()]
+
+
+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: ReportEntry | None = collector.brought_forward
+        """The brought-forward entry."""
+        self.__entries: list[ReportEntry] = collector.entries
+        """The report entries."""
+        self.__total: ReportEntry | 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=period_spec(self.__period))
+        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("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[ReportEntry] = []
+        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[ReportEntry] \
+            = Pagination[ReportEntry](all_entries)
+        page_entries: list[ReportEntry] = pagination.list
+        has_data: bool = len(page_entries) > 0
+        brought_forward: ReportEntry | 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: ReportEntry | None = None
+        if len(page_entries) > 0 and page_entries[-1].is_total:
+            total = page_entries[-1]
+            page_entries = page_entries[:-1]
+        params: PageParams = PageParams(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 +1,201 @@
+# 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 datetime
+from decimal import Decimal
+
+import sqlalchemy as sa
+from flask import Response, render_template, request
+from sqlalchemy.orm import selectinload
+
+from accounting.locale import gettext
+from accounting.models import Currency, CurrencyL10n, Account, AccountL10n, \
+    Transaction, JournalEntry
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import csv_download
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.utils.pagination import Pagination
+from accounting.utils.query import parse_query_keywords
+from .journal import get_csv_rows
+
+
+class EntryCollector:
+    """The report entry collector."""
+
+    def __init__(self):
+        """Constructs the report entry collector."""
+        self.entries: list[JournalEntry] = self.__query_entries()
+        """The report entries."""
+
+    def __query_entries(self) -> list[JournalEntry]:
+        """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:
+            sub_conditions: list[sa.BinaryExpression] \
+                = [JournalEntry.summary.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))]
+            try:
+                sub_conditions.append(JournalEntry.amount == Decimal(k))
+            except ArithmeticError:
+                pass
+            conditions.append(sa.or_(*sub_conditions))
+        return JournalEntry.query.filter(*conditions)\
+            .options(selectinload(JournalEntry.account),
+                     selectinload(JournalEntry.currency),
+                     selectinload(JournalEntry.transaction)).all()
+
+    @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("Need offset"):
+            conditions.append(Account.is_offset_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))
+
+
+class PageParams(BasePageParams):
+    """The HTML page parameters."""
+
+    def __init__(self, pagination: Pagination[JournalEntry],
+                 entries: list[JournalEntry]):
+        """Constructs the HTML page parameters.
+
+        :param entries: The search result entries.
+        """
+        self.pagination: Pagination[JournalEntry] = pagination
+        """The pagination."""
+        self.entries: list[JournalEntry] = 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)
+
+
+class Search(BaseReport):
+    """The search."""
+
+    def __init__(self):
+        """Constructs a search."""
+        self.__entries: list[JournalEntry] = EntryCollector().entries
+        """The journal entries."""
+
+    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, get_csv_rows(self.__entries))
+
+    def html(self) -> str:
+        """Composes and returns the report as HTML.
+
+        :return: The report as HTML.
+        """
+        pagination: Pagination[JournalEntry] \
+            = Pagination[JournalEntry](self.__entries)
+        params: PageParams = PageParams(pagination=pagination,
+                                        entries=pagination.list)
+        return render_template("accounting/report/search.html",
+                               report=params)

src/accounting/report/reports/trial_balance.py

@@ -0,0 +1,241 @@
+# 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 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, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url, trial_balance_url
+
+
+class ReportAccount:
+    """An account in the report."""
+
+    def __init__(self, account: Account, amount: Decimal, url: str):
+        """Constructs an account in the report.
+
+        :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 Total:
+    """The totals."""
+
+    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."""
+
+    def __init__(self, text: str | None,
+                 debit: str | Decimal | None,
+                 credit: str | Decimal | None):
+        """Constructs a row in the CSV.
+
+        :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 PageParams(BasePageParams):
+    """The HTML page parameters."""
+
+    def __init__(self, currency: Currency,
+                 period: Period,
+                 accounts: list[ReportAccount],
+                 total: Total):
+        """Constructs the HTML page parameters.
+
+        :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[ReportAccount] = accounts
+        """The accounts in the trial balance."""
+        self.total: Total = total
+        """The total of the trial balance."""
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: trial_balance_url(currency, x))
+        """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.
+        """
+        return self._get_currency_options(
+            lambda x: trial_balance_url(x, self.period), self.currency)
+
+
+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[ReportAccount]
+        """The accounts in the trial balance."""
+        self.__total: Total
+        """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(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()}
+        self.__accounts = [ReportAccount(account=accounts[x.id],
+                                         amount=x.balance,
+                                         url=ledger_url(self.__currency,
+                                                        accounts[x.id],
+                                                        self.__period))
+                           for x in balances]
+        self.__total = Total(
+            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=period_spec(self.__period))
+        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: PageParams = PageParams(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/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/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 for the reports.
+
+"""

src/accounting/report/utils/base_page_params.py

@@ -0,0 +1,88 @@
+# 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
+
+import sqlalchemy as sa
+from flask import request
+
+from accounting import db
+from accounting.models import Currency, JournalEntry
+from accounting.utils.txn_types import TransactionType
+from .option_link import OptionLink
+from .report_chooser import ReportChooser
+
+
+class BasePageParams(ABC):
+    """The base HTML page parameters class."""
+
+    @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)
+
+    @staticmethod
+    def _get_currency_options(get_url: t.Callable[[Currency], str],
+                              active_currency: Currency) -> list[OptionLink]:
+        """Returns the currency options.
+
+        :param get_url: The callback to return the URL of a currency.
+        :param active_currency: The active currency.
+        :return: The currency options.
+        """
+        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 == active_currency.code)
+                for x in Currency.query.filter(Currency.code.in_(in_use))
+                .order_by(Currency.code).all()]

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

@@ -0,0 +1,108 @@
+# 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 export the report as CSV for download.
+
+"""
+import csv
+from abc import ABC, abstractmethod
+from datetime import timedelta, date
+from decimal import Decimal
+from io import StringIO
+
+from flask import Response
+
+from accounting.report.period import Period
+
+
+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
+
+
+def period_spec(period: Period) -> str:
+    """Constructs the period specification to be used in the filename.
+
+    :param period: The period.
+    :return: The period specification to be used in the filename.
+    """
+    start: str | None = __get_start_str(period.start)
+    end: str | None = __get_end_str(period.end)
+    if period.start is None and period.end is None:
+        return "all-time"
+    if start == end:
+        return start
+    if period.start is None:
+        return f"until-{end}"
+    if period.end is None:
+        return f"since-{start}"
+    return f"{start}-{end}"
+
+
+def __get_start_str(start: date | None) -> str | None:
+    """Returns the string representation of the start date.
+
+    :param start: The start date.
+    :return: The string representation of the start date, or None if the start
+        date is None.
+    """
+    if start is None:
+        return None
+    if start.month == 1 and start.day == 1:
+        return str(start.year)
+    if start.day == 1:
+        return start.strftime("%Y%m")
+    return start.strftime("%Y%m%d")
+
+
+def __get_end_str(end: date | None) -> str | None:
+    """Returns the string representation of the end date.
+
+    :param end: The end date.
+    :return: The string representation of the end date, or None if the end
+        date is None.
+    """
+    if end is None:
+        return None
+    if end.month == 12 and end.day == 31:
+        return str(end.year)
+    if (end + timedelta(days=1)).day == 1:
+        return end.strftime("%Y%m")
+    return end.strftime("%Y%m%d")

src/accounting/report/utils/ie_account.py

@@ -0,0 +1,86 @@
+# 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 flask import current_app
+
+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 = account
+        self.id: int = -1 if account is None else account.id
+        """The ID."""
+        self.code: str = "" if account is None else account.code
+        """The code."""
+        self.title: str = "" if account is None else account.title
+        """The title."""
+        self.str: str = "" if account is None else str(account)
+        """The string representation of the 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
+
+
+def default_ie_account_code() -> str:
+    """Returns the default account code for the income and expenses log.
+
+    :return: The default account code for the income and expenses log.
+    """
+    with current_app.app_context():
+        return current_app.config.get("DEFAULT_IE_ACCOUNT", Account.CASH_CODE)
+
+
+def default_ie_account() -> IncomeExpensesAccount:
+    """Returns the default account for the income and expenses log.
+
+    :return: The default account for the income and expenses log.
+    """
+    code: str = default_ie_account_code()
+    if code == IncomeExpensesAccount.CURRENT_AL_CODE:
+        return IncomeExpensesAccount.current_assets_and_liabilities()
+    return IncomeExpensesAccount(Account.find_by_code(code))

src/accounting/report/utils/option_link.py

@@ -0,0 +1,36 @@
+# 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,
+                 fa_icon: str | None = None):
+        """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
+        self.fa_icon: str | None = fa_icon

src/accounting/report/utils/report_chooser.py

@@ -0,0 +1,159 @@
+# 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_babel import LazyString
+
+from accounting import db
+from accounting.locale import gettext
+from accounting.models import Currency, Account
+from accounting.report.period import Period, get_period
+from accounting.template_globals import default_currency_code
+from .ie_account import IncomeExpensesAccount
+from .option_link import OptionLink
+from .report_type import ReportType
+from .urls import journal_url, ledger_url, income_expenses_url, \
+    trial_balance_url, income_statement_url, balance_sheet_url
+
+
+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 = get_period() 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.cash() 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.is_search: bool = active_report == ReportType.SEARCH
+        """Whether the current report is the search page."""
+        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
+        if self.is_search:
+            self.current_report = gettext("Search")
+
+    @property
+    def __journal(self) -> OptionLink:
+        """Returns the journal.
+
+        :return: The journal.
+        """
+        return OptionLink(gettext("Journal"), journal_url(self.__period),
+                          self.__active_report == ReportType.JOURNAL,
+                          fa_icon="fa-solid fa-book")
+
+    @property
+    def __ledger(self) -> OptionLink:
+        """Returns the ledger.
+
+        :return: The ledger.
+        """
+        return OptionLink(gettext("Ledger"),
+                          ledger_url(self.__currency, self.__account,
+                                     self.__period),
+                          self.__active_report == ReportType.LEDGER,
+                          fa_icon="fa-solid fa-clipboard")
+
+    @property
+    def __income_expenses(self) -> OptionLink:
+        """Returns the income and expenses log.
+
+        :return: The income and expenses log.
+        """
+        account: Account = self.__account
+        if not re.match(r"[12][12]", account.base_code):
+            account: Account = Account.cash()
+        return OptionLink(gettext("Income and Expenses Log"),
+                          income_expenses_url(self.__currency,
+                                              IncomeExpensesAccount(account),
+                                              self.__period),
+                          self.__active_report == ReportType.INCOME_EXPENSES,
+                          fa_icon="fa-solid fa-money-bill-wave")
+
+    @property
+    def __trial_balance(self) -> OptionLink:
+        """Returns the trial balance.
+
+        :return: The trial balance.
+        """
+        return OptionLink(gettext("Trial Balance"),
+                          trial_balance_url(self.__currency, self.__period),
+                          self.__active_report == ReportType.TRIAL_BALANCE,
+                          fa_icon="fa-solid fa-scale-unbalanced")
+
+    @property
+    def __income_statement(self) -> OptionLink:
+        """Returns the income statement.
+
+        :return: The income statement.
+        """
+        return OptionLink(gettext("Income Statement"),
+                          income_statement_url(self.__currency, self.__period),
+                          self.__active_report == ReportType.INCOME_STATEMENT,
+                          fa_icon="fa-solid fa-file-invoice-dollar")
+
+    @property
+    def __balance_sheet(self) -> OptionLink:
+        """Returns the balance sheet.
+
+        :return: The balance sheet.
+        """
+        return OptionLink(gettext("Balance Sheet"),
+                          balance_sheet_url(self.__currency, self.__period),
+                          self.__active_report == ReportType.BALANCE_SHEET,
+                          fa_icon="fa-solid fa-scale-balanced")
+
+    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/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 log."""
+    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 search."""

src/accounting/report/utils/urls.py

@@ -0,0 +1,117 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/9
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The utilities to get the ledger URL.
+
+"""
+from flask import url_for
+
+from accounting.models import Currency, Account
+from accounting.report.period import Period
+from accounting.template_globals import default_currency_code
+from .ie_account import IncomeExpensesAccount, default_ie_account_code
+
+
+def journal_url(period: Period) \
+        -> str:
+    """Returns the URL of a journal.
+
+    :param period: The period.
+    :return: The URL of the journal.
+    """
+    if period.is_default:
+        return url_for("accounting.report.journal-default")
+    return url_for("accounting.report.journal", period=period)
+
+
+def ledger_url(currency: Currency, account: Account, period: Period) \
+        -> str:
+    """Returns the URL of a ledger.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The URL of the ledger.
+    """
+    if period.is_default:
+        return url_for("accounting.report.ledger-default",
+                       currency=currency, account=account)
+    return url_for("accounting.report.ledger",
+                   currency=currency, account=account,
+                   period=period)
+
+
+def income_expenses_url(currency: Currency, account: IncomeExpensesAccount,
+                        period: Period) -> str:
+    """Returns the URL of an income and expenses log.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The URL of the income and expenses log.
+    """
+    if currency.code == default_currency_code() \
+            and account.code == default_ie_account_code() \
+            and period.is_default:
+        return url_for("accounting.report.default")
+    if period.is_default:
+        return url_for("accounting.report.income-expenses-default",
+                       currency=currency, account=account)
+    return url_for("accounting.report.income-expenses",
+                   currency=currency, account=account,
+                   period=period)
+
+
+def trial_balance_url(currency: Currency, period: Period) -> str:
+    """Returns the URL of a trial balance.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The URL of the trial balance.
+    """
+    if period.is_default:
+        return url_for("accounting.report.trial-balance-default",
+                       currency=currency)
+    return url_for("accounting.report.trial-balance",
+                   currency=currency, period=period)
+
+
+def income_statement_url(currency: Currency, period: Period) -> str:
+    """Returns the URL of an income statement.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The URL of the income statement.
+    """
+    if period.is_default:
+        return url_for("accounting.report.income-statement-default",
+                       currency=currency)
+    return url_for("accounting.report.income-statement",
+                   currency=currency, period=period)
+
+
+def balance_sheet_url(currency: Currency, period: Period) -> str:
+    """Returns the URL of a balance sheet.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The URL of the balance sheet.
+    """
+    if period.is_default:
+        return url_for("accounting.report.balance-sheet-default",
+                       currency=currency)
+    return url_for("accounting.report.balance-sheet",
+                   currency=currency, period=period)

src/accounting/report/views.py

@@ -0,0 +1,299 @@
+# 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 import db
+from accounting.models import Currency, Account
+from accounting.report.period import Period, get_period
+from accounting.template_globals import default_currency_code
+from accounting.utils.permission import has_permission, can_view
+from .reports import Journal, Ledger, IncomeExpenses, TrialBalance, \
+    IncomeStatement, BalanceSheet, Search
+from .template_filters import format_amount
+from .utils.ie_account import IncomeExpensesAccount, default_ie_account
+
+bp: Blueprint = Blueprint("report", __name__)
+"""The view blueprint for the reports."""
+bp.add_app_template_filter(format_amount, "accounting_report_format_amount")
+
+
+@bp.get("", endpoint="default")
+@has_permission(can_view)
+def get_default_report() -> str | Response:
+    """Returns the income and expenses log in the default period.
+
+    :return: The income and expenses log in the default period.
+    """
+    return __get_income_expenses(
+        db.session.get(Currency, default_currency_code()),
+        default_ie_account(),
+        get_period())
+
+
+@bp.get("journal", endpoint="journal-default")
+@has_permission(can_view)
+def get_default_journal() -> str | Response:
+    """Returns the journal in the default period.
+
+    :return: The journal in the default period.
+    """
+    return __get_journal(get_period())
+
+
+@bp.get("journal/<period:period>", endpoint="journal")
+@has_permission(can_view)
+def get_journal(period: Period) -> str | Response:
+    """Returns the journal.
+
+    :param period: The period.
+    :return: The journal in the period.
+    """
+    return __get_journal(period)
+
+
+def __get_journal(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(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(currency, account, get_period())
+
+
+@bp.get("ledger/<currency:currency>/<account:account>/<period:period>",
+        endpoint="ledger")
+@has_permission(can_view)
+def get_ledger(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(currency, account, period)
+
+
+def __get_ledger(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>/<ieAccount:account>",
+        endpoint="income-expenses-default")
+@has_permission(can_view)
+def get_default_income_expenses(currency: Currency,
+                                account: IncomeExpensesAccount) \
+        -> str | Response:
+    """Returns the income and expenses log in the default period.
+
+    :param currency: The currency.
+    :param account: The account.
+    :return: The income and expenses log in the default period.
+    """
+    return __get_income_expenses(currency, account, get_period())
+
+
+@bp.get(
+    "income-expenses/<currency:currency>/<ieAccount:account>/<period:period>",
+    endpoint="income-expenses")
+@has_permission(can_view)
+def get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
+                        period: Period) -> str | Response:
+    """Returns the income and expenses log.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The income and expenses log in the period.
+    """
+    return __get_income_expenses(currency, account, period)
+
+
+def __get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
+                          period: Period) -> str | Response:
+    """Returns the income and expenses log.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The income and expenses log 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(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(currency, get_period())
+
+
+@bp.get("trial-balance/<currency:currency>/<period:period>",
+        endpoint="trial-balance")
+@has_permission(can_view)
+def get_trial_balance(currency: Currency, period: Period) -> str | Response:
+    """Returns the trial balance.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The trial balance in the period.
+    """
+    return __get_trial_balance(currency, period)
+
+
+def __get_trial_balance(currency: Currency, period: Period) -> str | Response:
+    """Returns the trial balance.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The trial balance in the period.
+    """
+    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(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(currency, get_period())
+
+
+@bp.get("income-statement/<currency:currency>/<period:period>",
+        endpoint="income-statement")
+@has_permission(can_view)
+def get_income_statement(currency: Currency, period: Period) -> str | Response:
+    """Returns the income statement.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The income statement in the period.
+    """
+    return __get_income_statement(currency, period)
+
+
+def __get_income_statement(currency: Currency, period: Period) \
+        -> str | Response:
+    """Returns the income statement.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The income statement in the period.
+    """
+    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(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(currency, get_period())
+
+
+@bp.get("balance-sheet/<currency:currency>/<period:period>",
+        endpoint="balance-sheet")
+@has_permission(can_view)
+def get_balance_sheet(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(currency, period)
+
+
+def __get_balance_sheet(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

@@ -24,16 +24,6 @@
 .accounting-clickable {
     cursor: pointer;
 }
-.btn-group .btn .accounting-search-input {
-    min-height: calc(1em + .5rem + 2px);
-    padding: 0 0.5rem;
-}
-.btn-group .btn .accounting-search-label button {
-    border: none;
-    background-color: transparent;
-    color: inherit;
-    padding-right: 0;
-}
 .form-floating > textarea.form-control {
     height: 6rem;
 }
@@ -42,6 +32,61 @@
     background-color: #D3D3D4;
 }
 
+/** The toolbar */
+.accounting-toolbar {
+    display: flex;
+}
+.accounting-toolbar .input-group > .input-group-text {
+    padding: 0;
+    background-color: transparent;
+    color: inherit;
+    border: 0;
+}
+.accounting-toolbar .input-group > .input-group-text > button {
+    background-color: transparent;
+    color: inherit;
+    border: 0;
+}
+.accounting-toolbar form.btn > .form-control {
+    min-height: calc(1.5em + 2px);
+    padding-top: 0.1rem;
+    padding-bottom: 0.1rem;
+}
+@media(min-width: 768px) {
+    .accounting-toolbar > .btn, .accounting-toolbar > .btn-group > .btn {
+        border-radius: 0;
+    }
+    .accounting-toolbar > .btn:first-child, .accounting-toolbar > .btn-group:first-child > .btn {
+        border-top-left-radius: 0.375rem;
+        border-bottom-left-radius: 0.375rem;
+    }
+    .accounting-toolbar > .btn:last-child, .accounting-toolbar > .btn-group:last-child > .btn {
+        border-top-right-radius: 0.375rem;
+        border-bottom-right-radius: 0.375rem;
+    }
+    .accounting-toolbar .btn.input-group {
+        width: 16rem;
+    }
+}
+@media(max-width:767px) {
+    .accounting-toolbar > .btn:not(form), .accounting-toolbar > .btn-group > .btn {
+        height: 3.2rem;
+        width: 3.2rem;
+        border-radius: 50%;
+        margin-left: 1rem;
+    }
+    .accounting-toolbar > a.btn, .accounting-toolbar > .btn-group > a.btn {
+        padding-top: 0.7rem;
+    }
+    .accounting-toolbar > form.btn {
+        width: 12rem;
+        height: 2.6rem;
+        border-radius: 0.375rem;
+        margin-top: 0.3rem;
+        margin-left: 1rem;
+    }
+}
+
 /** The card layout */
 .accounting-card {
     padding: 2em 1.5em;
@@ -58,6 +103,15 @@
     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 +133,6 @@
 .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 +154,134 @@
     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

@@ -20,9 +20,10 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/1
  */
+"use strict";
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     initializeBaseAccountSelector();
     document.getElementById("accounting-base-code")
         .onchange = validateBase;
@@ -44,7 +45,7 @@ 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");
         for (const option of options) {
             option.classList.remove("active");
@@ -54,13 +55,13 @@ function initializeBaseAccountSelector() {
             selected.classList.add("active");
         }
     });
-    selector.addEventListener("hidden.bs.modal", function () {
+    selector.addEventListener("hidden.bs.modal", () => {
         if (baseCode.value === "") {
             base.classList.remove("accounting-not-empty");
         }
     });
     for (const option of options) {
-        option.onclick = function () {
+        option.onclick = () => {
             baseCode.value = option.dataset.code;
             baseContent.innerText = option.dataset.content;
             btnClear.classList.add("btn-danger");
@@ -70,7 +71,7 @@ function initializeBaseAccountSelector() {
             bootstrap.Modal.getInstance(selector).hide();
         };
     }
-    btnClear.onclick = function () {
+    btnClear.onclick = () => {
         baseCode.value = "";
         baseContent.innerText = "";
         btnClear.classList.add("btn-secondary")
@@ -92,7 +93,7 @@ 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 === "") {
             for (const option of options) {
                 option.classList.remove("d-none");

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

@@ -20,12 +20,13 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/2
  */
+"use strict";
 
 // 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

@@ -20,9 +20,10 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/28
  */
+"use strict";
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     AccountSelector.initialize();
 });
 
@@ -65,13 +66,12 @@ class AccountSelector {
         const more = document.getElementById(this.#prefix + "-more");
         const btnClear = document.getElementById(this.#prefix + "-btn-clear");
         const options = Array.from(document.getElementsByClassName(this.#prefix + "-option"));
-        const selector1 = this
-        more.onclick = function () {
+        more.onclick = () => {
             more.classList.add("d-none");
-            selector1.#filterAccountOptions();
+            this.#filterAccountOptions();
         };
         this.#initializeAccountQuery();
-        btnClear.onclick = function () {
+        btnClear.onclick = () => {
             formAccountControl.classList.remove("accounting-not-empty");
             formAccount.innerText = "";
             formAccount.dataset.code = "";
@@ -79,7 +79,7 @@ class AccountSelector {
             validateJournalEntryAccount();
         };
         for (const option of options) {
-            option.onclick = function () {
+            option.onclick = () => {
                 formAccountControl.classList.add("accounting-not-empty");
                 formAccount.innerText = option.dataset.content;
                 formAccount.dataset.code = option.dataset.code;
@@ -95,9 +95,8 @@ class AccountSelector {
      */
     #initializeAccountQuery() {
         const query = document.getElementById(this.#prefix + "-query");
-        const helper = this;
-        query.addEventListener("input", function () {
-            helper.#filterAccountOptions();
+        query.addEventListener("input", () => {
+            this.#filterAccountOptions();
         });
     }
 
@@ -159,7 +158,7 @@ class AccountSelector {
      * @return {boolean} true if the account option should show, or false otherwise
      */
     #shouldAccountOptionShow(option, more, inUse, query) {
-        const isQueryMatched = function () {
+        const isQueryMatched = () => {
             if (query.value === "") {
                 return true;
             }
@@ -171,7 +170,7 @@ class AccountSelector {
             }
             return false;
         };
-        const isMoreMatched = function () {
+        const isMoreMatched = () => {
             if (more.classList.contains("d-none")) {
                 return true;
             }
@@ -237,10 +236,7 @@ class AccountSelector {
     static #initializeTransactionForm() {
         const entryForm = document.getElementById("accounting-entry-form");
         const formAccountControl = document.getElementById("accounting-entry-form-account-control");
-        const selectors = this.#selectors;
-        formAccountControl.onclick = function () {
-            selectors[entryForm.dataset.entryType].initShow();
-        };
+        formAccountControl.onclick = () => this.#selectors[entryForm.dataset.entryType].initShow();
     }
     /**
      * Initializes the account selector for the journal entry form.

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

@@ -20,9 +20,10 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/6
  */
+"use strict";
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     document.getElementById("accounting-code")
         .onchange = validateCode;
     document.getElementById("accounting-name")

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

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/3
  */
+"use strict";
 
 /**
  * Initializes the drag-and-drop reordering on a list.
@@ -44,15 +45,15 @@ function initializeMouseDragAndDropReordering(list, onReorder) {
     let dragged = null;
     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;
         });
@@ -69,16 +70,16 @@ function initializeMouseDragAndDropReordering(list, onReorder) {
 function initializeTouchDragAndDropReordering(list, onReorder) {
     const items = Array.from(list.children);
     for (const item of items) {
-        item.addEventListener("touchstart", function () {
+        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

@@ -20,9 +20,10 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/25
  */
+"use strict";
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     initializeMaterialFabSpeedDial();
 });
 
@@ -34,7 +35,7 @@ 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 +1,426 @@
+/* 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
+ */
+"use strict";
+
+// Initializes the page JavaScript.
+document.addEventListener("DOMContentLoaded", () => {
+    PeriodChooser.initialize();
+});
+
+/**
+ * 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;
+        }
+    }
+
+    /**
+     * The period chooser.
+     * @type {PeriodChooser}
+     */
+    static #chooser;
+
+    /**
+     * Initializes the period chooser.
+     *
+     */
+    static initialize() {
+        this.#chooser = new PeriodChooser();
+    }
+}
+
+/**
+ * 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 {
+
+    /**
+     * The month chooser.
+     * @type {tempusDominus.TempusDominus}
+     */
+    #monthChooser
+
+    /**
+     * Constructs a tab plane.
+     *
+     * @param chooser {PeriodChooser} the period chooser
+     */
+    constructor(chooser) {
+        super(chooser);
+        const monthChooser = document.getElementById(this.prefix + "-chooser");
+        if (monthChooser !== null) {
+            let start = monthChooser.dataset.start;
+            this.#monthChooser = new tempusDominus.TempusDominus(monthChooser, {
+                restrictions: {
+                    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");
+        if (this.#date !== null) {
+            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");
+        if (this.#start !== null) {
+            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/summary-helper.js

@@ -1,827 +0,0 @@
-/* The Mia! Accounting Flask Project
- * summary-helper.js: The JavaScript for the summary helper
- */
-
-/*  Copyright (c) 2023 imacat.
- *
- *  Licensed under the Apache License, Version 2.0 (the "License");
- *  you may not use this file except in compliance with the License.
- *  You may obtain a copy of the License at
- *
- *      http://www.apache.org/licenses/LICENSE-2.0
- *
- *  Unless required by applicable law or agreed to in writing, software
- *  distributed under the License is distributed on an "AS IS" BASIS,
- *  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
- *  See the License for the specific language governing permissions and
- *  limitations under the License.
- */
-
-/* Author: imacat@mail.imacat.idv.tw (imacat)
- * First written: 2023/2/28
- */
-
-// Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
-    SummaryHelper.initialize();
-});
-
-/**
- * A summary helper.
- *
- */
-class SummaryHelper {
-
-    /**
-     * The entry type, either "debit" or "credit"
-     * @type {string}
-     */
-    #entryType;
-
-    /**
-     * The prefix of the HTML ID and class
-     * @type {string}
-     */
-    #prefix;
-
-    /**
-     * The default tab ID
-     * @type {string}
-     */
-    #defaultTabId;
-
-    /**
-     * Constructs a summary helper.
-     *
-     * @param form {HTMLFormElement} the summary helper form
-     */
-    constructor(form) {
-        this.#entryType = form.dataset.entryType;
-        this.#prefix = "accounting-summary-helper-" + form.dataset.entryType;
-        this.#defaultTabId = form.dataset.defaultTabId;
-        this.#init();
-    }
-
-    /**
-     * Initializes the summary helper.
-     *
-     */
-    #init() {
-        const helper = this;
-        const summary = document.getElementById(this.#prefix + "-summary");
-        const tabs = Array.from(document.getElementsByClassName(this.#prefix + "-tab"));
-        for (const tab of tabs) {
-            tab.onclick = function () {
-                helper.#switchToTab(tab.dataset.tabId);
-            }
-        }
-        this.#initializeGeneralTagHelper();
-        this.#initializeGeneralTripHelper();
-        this.#initializeBusTripHelper();
-        this.#initializeNumberHelper();
-        this.#initializeSuggestedAccounts();
-        this.#initializeSubmission();
-        summary.onchange = function () {
-            summary.value = summary.value.trim();
-            helper.#parseAndPopulate();
-        };
-    }
-
-    /**
-     * Switches to a tab.
-     *
-     * @param tabId {string} the tab ID.
-     */
-    #switchToTab(tabId) {
-        const tabs = Array.from(document.getElementsByClassName(this.#prefix + "-tab"));
-        const pages = Array.from(document.getElementsByClassName(this.#prefix + "-page"));
-        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-" + tabId + "-btn-tag"));
-        for (const tab of tabs) {
-            if (tab.dataset.tabId === tabId) {
-                tab.classList.add("active");
-                tab.ariaCurrent = "page";
-            } else {
-                tab.classList.remove("active");
-                tab.ariaCurrent = "false";
-            }
-        }
-        for (const page of pages) {
-            if (page.dataset.tabId === tabId) {
-                page.classList.remove("d-none");
-                page.ariaCurrent = "page";
-            } else {
-                page.classList.add("d-none");
-                page.ariaCurrent = "false";
-            }
-        }
-        let selectedBtnTag = null;
-        for (const tagButton of tagButtons) {
-            if (tagButton.classList.contains("btn-primary")) {
-                selectedBtnTag = tagButton;
-                break;
-            }
-        }
-        this.#filterSuggestedAccounts(selectedBtnTag);
-    }
-
-    /**
-     * Initializes the general tag helper.
-     *
-     */
-    #initializeGeneralTagHelper() {
-        const summary = document.getElementById(this.#prefix + "-summary");
-        const tag = document.getElementById(this.#prefix + "-general-tag");
-        const helper = this;
-        const updateSummary = function () {
-            const pos = summary.value.indexOf("—");
-            const prefix = tag.value === ""? "": tag.value + "—";
-            if (pos === -1) {
-                summary.value = prefix + summary.value;
-            } else {
-                summary.value = prefix + summary.value.substring(pos + 1);
-            }
-        }
-        this.#initializeTagButtons("general", tag, updateSummary);
-        tag.onchange = function () {
-            helper.#onTagInputChange("general", tag, updateSummary);
-        };
-    }
-
-    /**
-     * Initializes the general trip helper.
-     *
-     */
-    #initializeGeneralTripHelper() {
-        const summary = document.getElementById(this.#prefix + "-summary");
-        const tag = document.getElementById(this.#prefix + "-travel-tag");
-        const from = document.getElementById(this.#prefix + "-travel-from");
-        const directionButtons = Array.from(document.getElementsByClassName(this.#prefix + "-travel-direction"))
-        const to = document.getElementById(this.#prefix + "-travel-to");
-        const helper = this;
-        const updateSummary = function () {
-            let direction;
-            for (const directionButton of directionButtons) {
-                if (directionButton.classList.contains("btn-primary")) {
-                    direction = directionButton.dataset.arrow;
-                    break;
-                }
-            }
-            summary.value = tag.value + "—" + from.value + direction + to.value;
-        };
-        this.#initializeTagButtons("travel", tag, updateSummary);
-        tag.onchange = function () {
-            helper.#onTagInputChange("travel", tag, updateSummary);
-            helper.#validateGeneralTripTag();
-        };
-        from.onchange = function () {
-            updateSummary();
-            helper.#validateGeneralTripFrom();
-        };
-        for (const directionButton of directionButtons) {
-            directionButton.onclick = function () {
-                for (const otherButton of directionButtons) {
-                    otherButton.classList.remove("btn-primary");
-                    otherButton.classList.add("btn-outline-primary");
-                }
-                directionButton.classList.remove("btn-outline-primary");
-                directionButton.classList.add("btn-primary");
-                updateSummary();
-            };
-        }
-        to.onchange = function () {
-            updateSummary();
-            helper.#validateGeneralTripTo();
-        };
-    }
-
-    /**
-     * Initializes the bus trip helper.
-     *
-     */
-    #initializeBusTripHelper() {
-        const summary = document.getElementById(this.#prefix + "-summary");
-        const tag = document.getElementById(this.#prefix + "-bus-tag");
-        const route = document.getElementById(this.#prefix + "-bus-route");
-        const from = document.getElementById(this.#prefix + "-bus-from");
-        const to = document.getElementById(this.#prefix + "-bus-to");
-        const helper = this;
-        const updateSummary = function () {
-            summary.value = tag.value + "—" + route.value + "—" + from.value + "→" + to.value;
-        };
-        this.#initializeTagButtons("bus", tag, updateSummary);
-        tag.onchange = function () {
-            helper.#onTagInputChange("bus", tag, updateSummary);
-            helper.#validateBusTripTag();
-        };
-        route.onchange = function () {
-            updateSummary();
-            helper.#validateBusTripRoute();
-        };
-        from.onchange = function () {
-            updateSummary();
-            helper.#validateBusTripFrom();
-        };
-        to.onchange = function () {
-            updateSummary();
-            helper.#validateBusTripTo();
-        };
-    }
-
-    /**
-     * Initializes the tag buttons.
-     *
-     * @param tabId {string} the tab ID
-     * @param tag {HTMLInputElement} the tag input
-     * @param updateSummary {function(): void} the callback to update the summary
-     */
-    #initializeTagButtons(tabId, tag, updateSummary) {
-        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-" + tabId + "-btn-tag"));
-        const helper = this;
-        for (const tagButton of tagButtons) {
-            tagButton.onclick = function () {
-                for (const otherButton of tagButtons) {
-                    otherButton.classList.remove("btn-primary");
-                    otherButton.classList.add("btn-outline-primary");
-                }
-                tagButton.classList.remove("btn-outline-primary");
-                tagButton.classList.add("btn-primary");
-                tag.value = tagButton.dataset.value;
-                helper.#filterSuggestedAccounts(tagButton);
-                updateSummary();
-            };
-        }
-    }
-
-    /**
-     * The callback when the tag input is changed.
-     *
-     * @param tabId {string} the tab ID
-     * @param tag {HTMLInputElement} the tag input
-     * @param updateSummary {function(): void} the callback to update the summary
-     */
-    #onTagInputChange(tabId, tag, updateSummary) {
-        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-" + tabId + "-btn-tag"));
-        let isMatched = false;
-        for (const tagButton of tagButtons) {
-            if (tagButton.dataset.value === tag.value) {
-                tagButton.classList.remove("btn-outline-primary");
-                tagButton.classList.add("btn-primary");
-                this.#filterSuggestedAccounts(tagButton);
-                isMatched = true;
-            } else {
-                tagButton.classList.remove("btn-primary");
-                tagButton.classList.add("btn-outline-primary");
-            }
-        }
-        if (!isMatched) {
-            this.#filterSuggestedAccounts(null);
-        }
-        updateSummary();
-    }
-
-    /**
-     * Filters the suggested accounts.
-     *
-     * @param tagButton {HTMLButtonElement|null} the tag button
-     */
-    #filterSuggestedAccounts(tagButton) {
-        const accountButtons = Array.from(document.getElementsByClassName(this.#prefix + "-account"));
-        if (tagButton === null) {
-            for (const accountButton of accountButtons) {
-                accountButton.classList.add("d-none");
-                accountButton.classList.remove("btn-primary");
-                accountButton.classList.add("btn-outline-primary");
-                this.#selectAccount(null);
-            }
-            return;
-        }
-        const suggested = JSON.parse(tagButton.dataset.accounts);
-        for (const accountButton of accountButtons) {
-            if (suggested.includes(accountButton.dataset.code)) {
-                accountButton.classList.remove("d-none");
-            } else {
-                accountButton.classList.add("d-none");
-            }
-            this.#selectAccount(suggested[0]);
-        }
-    }
-
-    /**
-     * Initializes the number helper.
-     *
-     */
-    #initializeNumberHelper() {
-        const summary = document.getElementById(this.#prefix + "-summary");
-        const number = document.getElementById(this.#prefix + "-number");
-        number.onchange = function () {
-            const found = summary.value.match(/^(.+)×(\d+)$/);
-            if (found !== null) {
-                summary.value = found[1];
-            }
-            if (number.value > 1) {
-                summary.value = summary.value + "×" + String(number.value);
-            }
-        };
-    }
-
-    /**
-     * Initializes the suggested accounts.
-     *
-     */
-    #initializeSuggestedAccounts() {
-        const accountButtons = Array.from(document.getElementsByClassName(this.#prefix + "-account"));
-        const helper = this;
-        for (const accountButton of accountButtons) {
-            accountButton.onclick = function () {
-                helper.#selectAccount(accountButton.dataset.code);
-            };
-        }
-    }
-
-    /**
-     * Select a suggested account.
-     *
-     * @param selectedCode {string|null} the account code, or null to deselect the account
-     */
-    #selectAccount(selectedCode) {
-        const form = document.getElementById(this.#prefix);
-        if (selectedCode === null) {
-            form.dataset.selectedAccountCode = "";
-            form.dataset.selectedAccountText = "";
-            return;
-        }
-        const accountButtons = Array.from(document.getElementsByClassName(this.#prefix + "-account"));
-        for (const accountButton of accountButtons) {
-            if (accountButton.dataset.code === selectedCode) {
-                accountButton.classList.remove("btn-outline-primary");
-                accountButton.classList.add("btn-primary");
-                form.dataset.selectedAccountCode = accountButton.dataset.code;
-                form.dataset.selectedAccountText = accountButton.dataset.text;
-            } else {
-                accountButton.classList.remove("btn-primary");
-                accountButton.classList.add("btn-outline-primary");
-            }
-        }
-    }
-
-    /**
-     * Initializes the summary submission
-     *
-     */
-    #initializeSubmission() {
-        const form = document.getElementById(this.#prefix);
-        const helper = this;
-        form.onsubmit = function () {
-            if (helper.#validate()) {
-                helper.#submit();
-            }
-            return false;
-        };
-    }
-
-    /**
-     * Validates the form.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validate() {
-        const tabs = Array.from(document.getElementsByClassName(this.#prefix + "-tab"));
-        let isValid = true;
-        for (const tab of tabs) {
-            if (tab.classList.contains("active")) {
-                switch (tab.dataset.tabId) {
-                    case "general":
-                        isValid = this.#validateGeneralTag() && isValid;
-                        break;
-                    case "travel":
-                        isValid = this.#validateGeneralTrip() && isValid;
-                        break;
-                    case "bus":
-                        isValid = this.#validateBusTrip() && isValid;
-                        break;
-                }
-            }
-        }
-        return isValid;
-    }
-
-    /**
-     * Validates a general tag.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateGeneralTag() {
-        const field = document.getElementById(this.#prefix + "-general-tag");
-        const error = document.getElementById(this.#prefix + "-general-tag-error");
-        field.value = field.value.trim();
-        field.classList.remove("is-invalid");
-        error.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates a general trip.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateGeneralTrip() {
-        let isValid = true;
-        isValid = this.#validateGeneralTripTag() && isValid;
-        isValid = this.#validateGeneralTripFrom() && isValid;
-        isValid = this.#validateGeneralTripTo() && isValid;
-        return isValid;
-    }
-
-    /**
-     * Validates the tag of a general trip.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateGeneralTripTag() {
-        const field = document.getElementById(this.#prefix + "-travel-tag");
-        const error = document.getElementById(this.#prefix + "-travel-tag-error");
-        field.value = field.value.trim();
-        if (field.value === "") {
-            field.classList.add("is-invalid");
-            error.innerText = A_("Please fill in the tag.");
-            return false;
-        }
-        field.classList.remove("is-invalid");
-        error.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates the origin of a general trip.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateGeneralTripFrom() {
-        const field = document.getElementById(this.#prefix + "-travel-from");
-        const error = document.getElementById(this.#prefix + "-travel-from-error");
-        field.value = field.value.trim();
-        if (field.value === "") {
-            field.classList.add("is-invalid");
-            error.innerText = A_("Please fill in the origin.");
-            return false;
-        }
-        field.classList.remove("is-invalid");
-        error.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates the destination of a general trip.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateGeneralTripTo() {
-        const field = document.getElementById(this.#prefix + "-travel-to");
-        const error = document.getElementById(this.#prefix + "-travel-to-error");
-        field.value = field.value.trim();
-        if (field.value === "") {
-            field.classList.add("is-invalid");
-            error.innerText = A_("Please fill in the destination.");
-            return false;
-        }
-        field.classList.remove("is-invalid");
-        error.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates a bus trip.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateBusTrip() {
-        let isValid = true;
-        isValid = this.#validateBusTripTag() && isValid;
-        isValid = this.#validateBusTripRoute() && isValid;
-        isValid = this.#validateBusTripFrom() && isValid;
-        isValid = this.#validateBusTripTo() && isValid;
-        return isValid;
-    }
-
-    /**
-     * Validates the tag of a bus trip.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateBusTripTag() {
-        const field = document.getElementById(this.#prefix + "-bus-tag");
-        const error = document.getElementById(this.#prefix + "-bus-tag-error");
-        field.value = field.value.trim();
-        if (field.value === "") {
-            field.classList.add("is-invalid");
-            error.innerText = A_("Please fill in the tag.");
-            return false;
-        }
-        field.classList.remove("is-invalid");
-        error.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates the route of a bus trip.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateBusTripRoute() {
-        const field = document.getElementById(this.#prefix + "-bus-route");
-        const error = document.getElementById(this.#prefix + "-bus-route-error");
-        field.value = field.value.trim();
-        if (field.value === "") {
-            field.classList.add("is-invalid");
-            error.innerText = A_("Please fill in the route.");
-            return false;
-        }
-        field.classList.remove("is-invalid");
-        error.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates the origin of a bus trip.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateBusTripFrom() {
-        const field = document.getElementById(this.#prefix + "-bus-from");
-        const error = document.getElementById(this.#prefix + "-bus-from-error");
-        field.value = field.value.trim();
-        if (field.value === "") {
-            field.classList.add("is-invalid");
-            error.innerText = A_("Please fill in the origin.");
-            return false;
-        }
-        field.classList.remove("is-invalid");
-        error.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates the destination of a bus trip.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateBusTripTo() {
-        const field = document.getElementById(this.#prefix + "-bus-to");
-        const error = document.getElementById(this.#prefix + "-bus-to-error");
-        field.value = field.value.trim();
-        if (field.value === "") {
-            field.classList.add("is-invalid");
-            error.innerText = A_("Please fill in the destination.");
-            return false;
-        }
-        field.classList.remove("is-invalid");
-        error.innerText = "";
-        return true;
-    }
-
-    /**
-     * Submits the summary.
-     *
-     */
-    #submit() {
-        const form = document.getElementById(this.#prefix);
-        const summary = document.getElementById(this.#prefix + "-summary");
-        const formSummaryControl = document.getElementById("accounting-entry-form-summary-control");
-        const formSummary = document.getElementById("accounting-entry-form-summary");
-        const formAccountControl = document.getElementById("accounting-entry-form-account-control");
-        const formAccount = document.getElementById("accounting-entry-form-account");
-        const helperModal = document.getElementById(this.#prefix + "-modal");
-        const entryModal = document.getElementById("accounting-entry-form-modal");
-        if (summary.value === "") {
-            formSummaryControl.classList.remove("accounting-not-empty");
-        } else {
-            formSummaryControl.classList.add("accounting-not-empty");
-        }
-        if (form.dataset.selectedAccountCode !== "") {
-            formAccountControl.classList.add("accounting-not-empty");
-            formAccount.dataset.code = form.dataset.selectedAccountCode;
-            formAccount.dataset.text = form.dataset.selectedAccountText;
-            formAccount.innerText = form.dataset.selectedAccountText;
-        }
-        formSummary.dataset.value = summary.value;
-        formSummary.innerText = summary.value;
-        bootstrap.Modal.getInstance(helperModal).hide();
-        bootstrap.Modal.getOrCreateInstance(entryModal).show();
-    }
-
-    /**
-     * Initializes the summary helper when it is shown.
-     *
-     * @param isNew {boolean} true for adding a new journal entry, or false otherwise
-     */
-    initShow(isNew) {
-        const formSummary = document.getElementById("accounting-entry-form-summary");
-        const summary = document.getElementById(this.#prefix + "-summary");
-        const closeButtons = Array.from(document.getElementsByClassName(this.#prefix + "-close"));
-        for (const closeButton of closeButtons) {
-            if (isNew) {
-                closeButton.dataset.bsTarget = "#" + this.#prefix + "-modal";
-            } else {
-                closeButton.dataset.bsTarget = "#accounting-entry-form-modal";
-            }
-        }
-        this.#reset();
-        if (!isNew) {
-            summary.value = formSummary.dataset.value;
-            this.#parseAndPopulate();
-        }
-    }
-
-    /**
-     * Resets the summary helper.
-     *
-     */
-    #reset() {
-        const inputs = Array.from(document.getElementsByClassName(this.#prefix + "-input"));
-        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-btn-tag"));
-        const directionButtons = Array.from(document.getElementsByClassName(this.#prefix + "-travel-direction"));
-        for (const input of inputs) {
-            input.value = "";
-            input.classList.remove("is-invalid");
-        }
-        for (const tagButton of tagButtons) {
-            tagButton.classList.remove("btn-primary");
-            tagButton.classList.add("btn-outline-primary");
-        }
-        for (const directionButton of directionButtons) {
-            if (directionButton.classList.contains("accounting-default")) {
-                directionButton.classList.remove("btn-outline-primary");
-                directionButton.classList.add("btn-primary");
-            } else {
-                directionButton.classList.add("btn-outline-primary");
-                directionButton.classList.remove("btn-primary");
-            }
-        }
-        this.#filterSuggestedAccounts(null);
-        this.#switchToTab(this.#defaultTabId);
-    }
-
-    /**
-     * Parses the summary input and populates the summary helper.
-     *
-     */
-    #parseAndPopulate() {
-        const summary = document.getElementById(this.#prefix + "-summary");
-        const pos = summary.value.indexOf("—");
-        if (pos === -1) {
-            return;
-        }
-        let found;
-        found = summary.value.match(/^([^—]+)—([^—]+)—([^—→]+)→(.+?)(?:×(\d+))?$/);
-        if (found !== null) {
-            return this.#populateBusTrip(found[1], found[2], found[3], found[4], found[5]);
-        }
-        found = summary.value.match(/^([^—]+)—([^—→↔]+)([→↔])(.+?)(?:×(\d+))?$/);
-        if (found !== null) {
-            return this.#populateGeneralTrip(found[1], found[2], found[3], found[4], found[5]);
-        }
-        found = summary.value.match(/^([^—]+)—.+?(?:×(\d+)?)?$/);
-        if (found !== null) {
-            return this.#populateGeneralTag(found[1], found[2]);
-        }
-    }
-
-    /**
-     * Populates a bus trip.
-     *
-     * @param tagName {string} the tag name
-     * @param routeName {string} the route name or route number
-     * @param fromName {string} the name of the origin
-     * @param toName {string} the name of the destination
-     * @param numberStr {string|undefined} the number of items, if any
-     */
-    #populateBusTrip(tagName, routeName, fromName, toName, numberStr) {
-        const tag = document.getElementById(this.#prefix + "-bus-tag");
-        const route = document.getElementById(this.#prefix + "-bus-route");
-        const from = document.getElementById(this.#prefix + "-bus-from");
-        const to = document.getElementById(this.#prefix + "-bus-to");
-        const number = document.getElementById(this.#prefix + "-number");
-        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-bus-btn-tag"));
-        tag.value = tagName;
-        route.value = routeName;
-        from.value = fromName;
-        to.value = toName;
-        if (numberStr !== undefined) {
-            number.value = parseInt(numberStr);
-        }
-        for (const tagButton of tagButtons) {
-            if (tagButton.dataset.value === tagName) {
-                tagButton.classList.remove("btn-outline-primary");
-                tagButton.classList.add("btn-primary");
-                this.#filterSuggestedAccounts(tagButton);
-            }
-        }
-        this.#switchToTab("bus");
-    }
-
-    /**
-     * Populates a general trip.
-     *
-     * @param tagName {string} the tag name
-     * @param fromName {string} the name of the origin
-     * @param direction {string} the direction arrow, either "→" or "↔"
-     * @param toName {string} the name of the destination
-     * @param numberStr {string|undefined} the number of items, if any
-     */
-    #populateGeneralTrip(tagName, fromName, direction, toName, numberStr) {
-        const tag = document.getElementById(this.#prefix + "-travel-tag");
-        const from = document.getElementById(this.#prefix + "-travel-from");
-        const to = document.getElementById(this.#prefix + "-travel-to");
-        const number = document.getElementById(this.#prefix + "-number");
-        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-travel-btn-tag"));
-        const directionButtons = Array.from(document.getElementsByClassName(this.#prefix + "-travel-direction"));
-        tag.value = tagName;
-        from.value = fromName;
-        for (const directionButton of directionButtons) {
-            if (directionButton.dataset.arrow === direction) {
-                directionButton.classList.remove("btn-outline-primary");
-                directionButton.classList.add("btn-primary");
-            } else {
-                directionButton.classList.add("btn-outline-primary");
-                directionButton.classList.remove("btn-primary");
-            }
-        }
-        to.value = toName;
-        if (numberStr !== undefined) {
-            number.value = parseInt(numberStr);
-        }
-        for (const tagButton of tagButtons) {
-            if (tagButton.dataset.value === tagName) {
-                tagButton.classList.remove("btn-outline-primary");
-                tagButton.classList.add("btn-primary");
-                this.#filterSuggestedAccounts(tagButton);
-            }
-        }
-        this.#switchToTab("travel");
-    }
-
-    /**
-     * Populates a general tag.
-     *
-     * @param tagName {string} the tag name
-     * @param numberStr {string|undefined} the number of items, if any
-     */
-    #populateGeneralTag(tagName, numberStr) {
-        const tag = document.getElementById(this.#prefix + "-general-tag");
-        const number = document.getElementById(this.#prefix + "-number");
-        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-general-btn-tag"));
-        tag.value = tagName;
-        if (numberStr !== undefined) {
-            number.value = parseInt(numberStr);
-        }
-        for (const tagButton of tagButtons) {
-            if (tagButton.dataset.value === tagName) {
-                tagButton.classList.remove("btn-outline-primary");
-                tagButton.classList.add("btn-primary");
-                this.#filterSuggestedAccounts(tagButton);
-            }
-        }
-        this.#switchToTab("general");
-    }
-
-    /**
-     * The summary helpers.
-     * @type {{debit: SummaryHelper, credit: SummaryHelper}}
-     */
-    static #helpers = {}
-
-    /**
-     * Initializes the summary helpers.
-     *
-     */
-    static initialize() {
-        const forms = Array.from(document.getElementsByClassName("accounting-summary-helper"));
-        for (const form of forms) {
-            const helper = new SummaryHelper(form);
-            this.#helpers[helper.#entryType] = helper;
-        }
-        this.#initializeTransactionForm();
-    }
-
-    /**
-     * Initializes the transaction form.
-     *
-     */
-    static #initializeTransactionForm() {
-        const entryForm = document.getElementById("accounting-entry-form");
-        const formSummaryControl = document.getElementById("accounting-entry-form-summary-control");
-        const helpers = this.#helpers;
-        formSummaryControl.onclick = function () {
-            helpers[entryForm.dataset.entryType].initShow(false);
-        };
-    }
-
-    /**
-     * Initializes the summary helper for a new journal entry.
-     *
-     * @param entryType {string} the entry type, either "debit" or "credit"
-     */
-    static initializeNewJournalEntry(entryType) {
-        this.#helpers[entryType].initShow(true);
-    }
-}

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

@@ -20,9 +20,10 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/25
  */
+"use strict";
 
 // Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", function () {
+document.addEventListener("DOMContentLoaded", () => {
     initializeCurrencyForms();
     initializeJournalEntries();
     initializeFormValidation();
@@ -68,14 +69,14 @@ 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;
         for (const currency of currencies) {
@@ -107,7 +108,7 @@ function initializeCurrencyForms() {
  */
 function initializeBtnDeleteCurrency(button) {
     const target = document.getElementById(button.dataset.target);
-    button.onclick = function () {
+    button.onclick = () => {
         target.parentElement.removeChild(target);
         resetDeleteCurrencyButtons();
     };
@@ -161,7 +162,7 @@ function initializeNewEntryButton(button) {
     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;
@@ -171,7 +172,7 @@ function initializeNewEntryButton(button) {
         formAccount.dataset.code = "";
         formAccount.dataset.text = "";
         formAccountError.innerText = "";
-        formSummaryControl.dataset.bsTarget = "#accounting-summary-helper-" + button.dataset.entryType + "-modal";
+        formSummaryControl.dataset.bsTarget = "#accounting-summary-editor-" + button.dataset.entryType + "-modal";
         formSummaryControl.classList.remove("accounting-not-empty");
         formSummaryControl.classList.remove("is-invalid");
         formSummary.dataset.value = "";
@@ -181,7 +182,7 @@ function initializeNewEntryButton(button) {
         formAmount.classList.remove("is-invalid");
         formAmountError.innerText = "";
         AccountSelector.initializeJournalEntryForm();
-        SummaryHelper.initializeNewJournalEntry(button.dataset.entryType);
+        SummaryEditor.initializeNewJournalEntry(button.dataset.entryType);
     };
 }
 
@@ -191,7 +192,7 @@ 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");
@@ -216,7 +217,7 @@ function initializeJournalEntry(entry) {
     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;
@@ -228,7 +229,7 @@ function initializeJournalEntry(entry) {
         formAccount.innerText = accountCode.dataset.text;
         formAccount.dataset.code = accountCode.value;
         formAccount.dataset.text = accountCode.dataset.text;
-        formSummaryControl.dataset.bsTarget = "#accounting-summary-helper-" + entry.dataset.entryType + "-modal";
+        formSummaryControl.dataset.bsTarget = "#accounting-summary-editor-" + entry.dataset.entryType + "-modal";
         if (summary.value === "") {
             formSummaryControl.classList.remove("accounting-not-empty");
         } else {
@@ -252,7 +253,7 @@ function initializeJournalEntryFormModal() {
     const formAmount = document.getElementById("accounting-entry-form-amount");
     const modal = document.getElementById("accounting-entry-form-modal");
     formAmount.onchange = validateJournalEntryAmount;
-    entryForm.onsubmit = function () {
+    entryForm.onsubmit = () => {
         if (validateJournalEntryForm()) {
             saveJournalEntryForm();
             bootstrap.Modal.getInstance(modal).hide();
@@ -398,7 +399,7 @@ 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);

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

@@ -20,12 +20,13 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/26
  */
+"use strict";
 
 // 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">
@@ -85,9 +85,9 @@ First written: 2023/1/31
 <div class="accounting-card col-sm-6">
   <div class="accounting-card-title">{{ obj.title }}</div>
   <div class="accounting-card-code">{{ obj.code }}</div>
-  {% if obj.is_pay_off_needed %}
+  {% if obj.is_offset_needed %}
     <div>
-      <span class="badge rounded-pill bg-info">{{ A_("Pay-off needed") }}</span>
+      <span class="badge rounded-pill bg-info">{{ A_("Need offset") }}</span>
     </div>
   {% endif %}
   <div class="small text-secondary fst-italic">

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

@@ -27,7 +27,7 @@ First written: 2023/2/1
 
 {% block content %}
 
-<div class="btn-group btn-actions mb-3">
+<div class="btn-group mb-3">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
     {{ A_("Back") }}
@@ -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">
@@ -57,15 +57,15 @@ 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>
 
   <div class="form-check form-switch mb-3">
-    <input id="accounting-is-pay-off-needed" class="form-check-input" type="checkbox" name="is_pay_off_needed" value="1" {% if form.is_pay_off_needed.data %} checked="checked" {% endif %}>
-    <label class="form-check-label" for="accounting-is-pay-off-needed">
-      {{ A_("The entries in the account need pay-off.") }}
+    <input id="accounting-is-offset-needed" class="form-check-input" type="checkbox" name="is_offset_needed" value="1" {% if form.is_offset_needed.data %} checked="checked" {% endif %}>
+    <label class="form-check-label" for="accounting-is-offset-needed">
+      {{ A_("The entries in the account need offset.") }}
     </label>
   </div>
 

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

@@ -21,35 +21,23 @@ 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 %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-2 accounting-toolbar">
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary text-nowrap" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
+    <a class="btn btn-primary text-nowrap d-none d-md-block" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
       {{ 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">
-    <label for="accounting-search-desktop" class="accounting-search-label">
+  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.account.list") }}" method="get" role="search" aria-labelledby="accounting-toolbar-search-label">
+    <input id="accounting-toolbar-search" class="form-control form-control-sm" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <label id="accounting-toolbar-search-label" for="accounting-toolbar-search" class="input-group-text">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
-      </button>
-    </label>
-  </form>
-</div>
-
-<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">
-    <label for="accounting-search-mobile" class="accounting-search-label">
-      <button type="submit">
-        <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
+        <span class="d-none d-md-inline">{{ A_("Search") }}</span>
       </button>
     </label>
   </form>
@@ -70,8 +58,8 @@ First written: 2023/1/30
   {% for item in list %}
     <a class="list-group-item list-group-item-action" href="{{ url_for("accounting.account.detail", account=item)|accounting_append_next }}">
       {{ item }}
-      {% if item.is_pay_off_needed %}
-        <span class="badge rounded-pill bg-info">{{ A_("Pay-off needed") }}</span>
+      {% if item.is_offset_needed %}
+        <span class="badge rounded-pill bg-info">{{ A_("Need offset") }}</span>
       {% endif %}
     </a>
   {% endfor %}

src/accounting/templates/accounting/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

@@ -21,17 +21,17 @@ 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">
-    <label for="accounting-search" class="accounting-search-label">
+<div class="mb-2 accounting-toolbar">
+  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.base-account.list") }}" method="get" role="search" aria-labelledby="accounting-toolbar-search-label">
+    <input id="accounting-toolbar-search" class="form-control form-control-sm" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <label id="accounting-toolbar-search-label" for="accounting-toolbar-search" class="input-group-text">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
+        <span class="d-none d-md-inline">{{ A_("Search") }}</span>
       </button>
     </label>
   </form>

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

@@ -27,7 +27,7 @@ First written: 2023/2/6
 
 {% block content %}
 
-<div class="btn-group btn-actions mb-3">
+<div class="btn-group mb-3">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
     {{ A_("Back") }}
@@ -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

@@ -21,35 +21,23 @@ 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 %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-2 accounting-toolbar">
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary text-nowrap" href="{{ url_for("accounting.currency.create")|accounting_append_next }}">
+    <a class="btn btn-primary text-nowrap d-none d-md-block" href="{{ url_for("accounting.currency.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
       {{ 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">
-    <label for="accounting-search-desktop" class="accounting-search-label">
+  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.currency.list") }}" method="get" role="search" aria-labelledby="accounting-toolbar-search-label">
+    <input id="accounting-toolbar-search" class="form-control form-control-sm" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <label id="accounting-toolbar-search-label" for="accounting-toolbar-search" class="input-group-text">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
-      </button>
-    </label>
-  </form>
-</div>
-
-<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">
-    <label for="accounting-search-mobile" class="accounting-search-label">
-      <button type="submit">
-        <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
+        <span class="d-none d-md-inline">{{ A_("Search") }}</span>
       </button>
     </label>
   </form>

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.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 +1,113 @@
+{#
+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 %}{{ A_("Balance Sheet of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  {% with use_currency_chooser = true,
+          use_period_chooser = true %}
+    {% include "accounting/report/include/toolbar-buttons.html" %}
+  {% endwith %}
+</div>
+
+{% include "accounting/report/include/add-txn-material-fab.html" %}
+
+{% include "accounting/report/include/period-chooser.html" %}
+
+{% 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">{{ A_("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 %}
+          {% with section = report.assets %}
+            {% include "accounting/report/include/balance-sheet-section.html" %}
+          {% endwith %}
+          <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 %}
+          {% with section = report.liabilities %}
+            {% include "accounting/report/include/balance-sheet-section.html" %}
+          {% endwith %}
+          <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 %}
+          {% with section = report.owner_s_equity %}
+            {% include "accounting/report/include/balance-sheet-section.html" %}
+          {% endwith %}
+          <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/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=report.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=report.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=report.txn_types.TRANSFER)|accounting_append_next }}">
         {{ A_("Transfer") }}
       </a>
     </div>

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

@@ -0,0 +1,43 @@
+{#
+The Mia! Accounting Flask Project
+balance-sheet-section.html: A section in the balance sheet.
+
+ 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
+#}
+<div class="accounting-report-table-row accounting-balance-sheet-section">
+  <div>{{ section.title.title|title }}</div>
+</div>
+<div class="accounting-report-table-body">
+  {% for subsection in section.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>

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

@@ -0,0 +1,27 @@
+{#
+The Mia! Accounting Flask Project
+income-expenses-row-desktop.html: The row in the income and expenses log for the desktop computers
+
+ 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
+#}
+<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>

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

@@ -0,0 +1,50 @@
+{#
+The Mia! Accounting Flask Project
+income-expenses-row-mobile.html: The row in the income and expenses log 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-row-desktop.html

@@ -0,0 +1,26 @@
+{#
+The Mia! Accounting Flask Project
+ledger-row-desktop.html: The row in the ledger for the desktop computers
+
+ 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
+#}
+<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>

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

@@ -0,0 +1,41 @@
+{#
+The Mia! Accounting Flask Project
+ledger-row-mobile.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="{{ report.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 report.period.is_type_month %} active {% endif %} accounting-clickable" aria-current="{% if report.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 report.period.is_a_year %} active {% endif %} accounting-clickable" aria-current="{% if report.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 report.period.is_a_day %} active {% endif %} accounting-clickable" aria-current="{% if report.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 report.period.is_type_arbitrary %} active {% endif %} accounting-clickable" aria-current="{% if report.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 report.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 report.period.is_this_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.this_month_url }}">
+              {{ A_("This month") }}
+            </a>
+            {% if report.period_chooser.has_last_month %}
+              <a class="btn {% if report.period.is_last_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.last_month_url }}">
+                {{ A_("Last month") }}
+              </a>
+              <a class="btn {% if report.period.is_since_last_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.since_last_month_url }}">
+                {{ A_("Since last month") }}
+              </a>
+            {% endif %}
+          </div>
+          {% if report.period_chooser.has_data %}
+            <div id="accounting-period-chooser-month-chooser" class="mt-3" data-start="{{ report.period_chooser.data_start }}" data-default="{{ report.period.start|accounting_default(report.period_chooser.data_start) }}"></div>
+          {% endif %}
+        </div>
+
+        {# The year periods #}
+        <div id="accounting-period-chooser-year-page" {% if report.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 report.period.is_this_year %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.this_year_url }}">
+            {{ A_("This year") }}
+          </a>
+          {% if report.period_chooser.has_last_year %}
+            <a class="btn {% if report.period.is_last_year %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.last_year_url }}">
+              {{ A_("Last year") }}
+            </a>
+          {% endif %}
+          {% if report.period_chooser.available_years %}
+            <ul class="nav nav-pills mt-3">
+              {% for year in report.period_chooser.available_years %}
+                <li class="nav-item">
+                  <a class="nav-link {% if report.period.is_year(year) %} active {% endif %}" href="{{ report.period_chooser.year_url(year) }}">{{ year }}</a>
+                </li>
+              {% endfor %}
+            </ul>
+          {% endif %}
+        </div>
+
+        {# The day periods #}
+        <div id="accounting-period-chooser-day-page" {% if report.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 report.period.is_today %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.today_url }}">
+              {{ A_("Today") }}
+            </a>
+            {% if report.period_chooser.has_yesterday %}
+              <a class="btn {% if report.period.is_yesterday %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.yesterday_url }}">
+                {{ A_("Yesterday") }}
+              </a>
+            {% endif %}
+          </div>
+          {% if report.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="{{ report.period.start|accounting_default }}" min="{{ report.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 report.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 report.period.is_all %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.all_url }}">
+              {{ A_("All") }}
+            </a>
+          </div>
+          {% if report.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="{{ report.period.start|accounting_default }}" min="{{ report.period_chooser.data_start }}" max="{{ report.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="{{ report.period.end|accounting_default }}" min="{{ report.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/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-labelledby="accounting-search-modal-label">
+  <div class="modal fade" id="accounting-search-modal" tabindex="-1" aria-labelledby="accounting-search-modal-label" aria-hidden="true">
+    <div class="modal-dialog">
+      <div class="modal-content">
+        <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/include/toolbar-buttons.html

@@ -0,0 +1,130 @@
+{#
+The Mia! Accounting Flask Project
+toolbar-buttons.html: The toolbar buttons on the report
+
+ 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
+#}
+{% if accounting_can_edit() %}
+  <div class="btn-group d-none d-md-flex" 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>
+      <span class="d-none d-md-inline">{{ A_("New") }}</span>
+    </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 %}
+<div class="btn-group" role="group">
+  <button 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.report_chooser.current_report }}</span>
+  </button>
+  <ul class="dropdown-menu" aria-label="{{ A_("Report") }}">
+    {% for report in report.report_chooser %}
+      <li>
+        <a class="dropdown-item {% if report.is_active %} active {% endif %}" href="{{ report.url }}">
+          <i class="{{ report.fa_icon }}"></i>
+          {{ report.title }}
+        </a>
+      </li>
+    {% endfor %}
+    <li>
+      <span class="dropdown-item {% if report.report_chooser.is_search %} active {% endif %} accounting-clickable" data-bs-toggle="modal" data-bs-target="#accounting-search-modal">
+        <i class="fa-solid fa-magnifying-glass"></i>
+        {{ A_("Search") }}
+      </span>
+    </li>
+  </ul>
+</div>
+{% if use_currency_chooser %}
+  <div class="btn-group" role="group">
+    <button class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+      <span class="d-none d-md-inline">{{ report.currency.name|title }}</span>
+    </button>
+    <ul class="dropdown-menu" aria-label="{{ A_("Currency") }}">
+      {% 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>
+{% endif %}
+{% if use_account_chooser %}
+  <div class="btn-group" role="group">
+    <button class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-clipboard"></i>
+      <span class="d-none d-md-inline">{{ report.account.title|title }}</span>
+    </button>
+    <ul class="dropdown-menu" aria-label="{{ A_("Account") }}">
+      {% 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>
+{% endif %}
+{% if use_period_chooser %}
+  <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>
+    <span class="d-none d-md-inline">{{ report.period.desc|title }}</span>
+  </button>
+{% endif %}
+{% if report.has_data %}
+  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
+    <i class="fa-solid fa-download"></i>
+    <span class="d-none d-md-inline">{{ A_("Download") }}</span>
+  </a>
+{% else %}
+  <button class="btn btn-secondary" type="button" disabled="disabled">
+    <i class="fa-solid fa-download"></i>
+    <span class="d-none d-md-inline">{{ A_("Download") }}</span>
+  </button>
+{% endif %}
+{% if use_search %}
+  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-labelledby="accounting-toolbar-search-label">
+    <input id="accounting-toolbar-search" class="form-control form-control-sm" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <label id="accounting-toolbar-search-label" for="accounting-toolbar-search" class="input-group-text">
+      <button type="submit">
+        <i class="fa-solid fa-magnifying-glass"></i>
+        <span class="d-none d-md-inline">{{ A_("Search") }}</span>
+      </button>
+    </label>
+  </form>
+{% endif %}

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

@@ -0,0 +1,116 @@
+{#
+The Mia! Accounting Flask Project
+income-expenses.html: The income and expenses log
+
+ 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 %}{{ A_("Income and Expenses Log of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account.title|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  {% with use_currency_chooser = true,
+          use_account_chooser = true,
+          use_period_chooser = true %}
+    {% include "accounting/report/include/toolbar-buttons.html" %}
+  {% endwith %}
+</div>
+
+{% include "accounting/report/include/add-txn-material-fab.html" %}
+
+{% include "accounting/report/include/period-chooser.html" %}
+
+{% 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">
+            {% include "accounting/report/include/income-expenses-row-desktop.html" %}
+          </div>
+        {% endwith %}
+      {% endif %}
+      {% for entry in report.entries %}
+        <a class="accounting-report-table-row" href="{{ entry.url|accounting_append_next }}">
+          {% include "accounting/report/include/income-expenses-row-desktop.html" %}
+        </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-row-mobile.html" %}
+      </div>
+    {% endwith %}
+  {% endif %}
+  {% for entry in report.entries %}
+    <a class="list-group-item list-group-item-action d-flex justify-content-between" href="{{ entry.url|accounting_append_next }}">
+      {% include "accounting/report/include/income-expenses-row-mobile.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-row-mobile.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 +1,99 @@
+{#
+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 %}{{ A_("Income Statement of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  {% with use_currency_chooser = true,
+          use_period_chooser = true %}
+    {% include "accounting/report/include/toolbar-buttons.html" %}
+  {% endwith %}
+</div>
+
+{% include "accounting/report/include/add-txn-material-fab.html" %}
+
+{% include "accounting/report/include/period-chooser.html" %}
+
+{% 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">{{ A_("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 +1,106 @@
+{#
+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>
+{% endblock %}
+
+{% block header %}{% block title %}{{ A_("Journal %(period)s", period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  {% with use_period_chooser = true %}
+    {% include "accounting/report/include/toolbar-buttons.html" %}
+  {% endwith %}
+</div>
+
+{% include "accounting/report/include/add-txn-material-fab.html" %}
+
+{% include "accounting/report/include/period-chooser.html" %}
+
+{% 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 +1,115 @@
+{#
+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>
+{% endblock %}
+
+{% block header %}{% block title %}{{ A_("Ledger of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account.title|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  {% with use_currency_chooser = true,
+          use_account_chooser = true,
+          use_period_chooser = true %}
+    {% include "accounting/report/include/toolbar-buttons.html" %}
+  {% endwith %}
+</div>
+
+{% include "accounting/report/include/add-txn-material-fab.html" %}
+
+{% include "accounting/report/include/period-chooser.html" %}
+
+{% 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">
+            {% include "accounting/report/include/ledger-row-desktop.html" %}
+          </div>
+        {% endwith %}
+      {% endif %}
+      {% for entry in report.entries %}
+        <a class="accounting-report-table-row" href="{{ entry.url|accounting_append_next }}">
+          {% include "accounting/report/include/ledger-row-desktop.html" %}
+        </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-row-mobile.html" %}
+      </div>
+    {% endwith %}
+  {% endif %}
+  {% for entry in report.entries %}
+    <a class="list-group-item list-group-item-action d-flex justify-content-between" href="{{ entry.url|accounting_append_next }}">
+      {% include "accounting/report/include/ledger-row-mobile.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-row-mobile.html" %}
+      </div>
+    {% endwith %}
+  {% endif %}
+  </div>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

@@ -0,0 +1,103 @@
+{#
+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>
+{% endblock %}
+
+{% block header %}{% block title %}{{ A_("Search Result for \"%(query)s\"", query=request.args.q) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  {% with use_search = true %}
+    {% include "accounting/report/include/toolbar-buttons.html" %}
+  {% endwith %}
+</div>
+
+{% include "accounting/report/include/add-txn-material-fab.html" %}
+
+{% 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 +1,85 @@
+{#
+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 %}{{ A_("Trial Balance of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  {% with use_currency_chooser = true,
+          use_period_chooser = true %}
+    {% include "accounting/report/include/toolbar-buttons.html" %}
+  {% endwith %}
+</div>
+
+{% include "accounting/report/include/add-txn-material-fab.html" %}
+
+{% include "accounting/report/include/period-chooser.html" %}
+
+{% 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">{{ A_("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>
+  </div>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

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

src/accounting/templates/accounting/transaction/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 %}

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

@@ -31,14 +31,14 @@ 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 %}
@@ -46,8 +46,8 @@ First written: 2023/2/25
 {% endblock %}
 
 {% block form_modals %}
-  {% with summary_helper = form.summary_helper.debit %}
-    {% include "accounting/transaction/include/summary-helper-modal.html" %}
+  {% 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 %}

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

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

@@ -32,7 +32,7 @@ First written: 2023/2/25
     <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

@@ -25,12 +25,12 @@ First written: 2023/2/26
   <script src="{{ url_for("accounting.static", filename="js/drag-and-drop-reorder.js") }}"></script>
   <script src="{{ url_for("accounting.static", filename="js/transaction-form.js") }}"></script>
   <script src="{{ url_for("accounting.static", filename="js/account-selector.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/summary-helper.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/summary-editor.js") }}"></script>
 {% endblock %}
 
 {% block content %}
 
-<div class="btn-group btn-actions mb-3">
+<div class="btn-group mb-3">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
     {{ A_("Back") }}
@@ -39,12 +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>
@@ -67,7 +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>

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/include/summary-helper-modal.html

@@ -1,181 +0,0 @@
-{#
-The Mia! Accounting Flask Project
-entry-form-modal.html: The modal of the summary helper
-
- Copyright (c) 2023 imacat.
-
- Licensed under the Apache License, Version 2.0 (the "License");
- you may not use this file except in compliance with the License.
- You may obtain a copy of the License at
-
-     http://www.apache.org/licenses/LICENSE-2.0
-
- Unless required by applicable law or agreed to in writing, software
- distributed under the License is distributed on an "AS IS" BASIS,
- WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
- See the License for the specific language governing permissions and
- limitations under the License.
-
-Author: imacat@mail.imacat.idv.tw (imacat)
-First written: 2023/2/28
-#}
-<form id="accounting-summary-helper-{{ summary_helper.type }}" class="accounting-summary-helper" data-entry-type="{{ summary_helper.type }}" data-default-tab-id="general" data-selected-account-code="" data-selected-account-text="">
-  <div id="accounting-summary-helper-{{ summary_helper.type }}-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-modal-label" aria-hidden="true">
-    <div class="modal-dialog">
-      <div class="modal-content">
-        <div class="modal-header">
-          <h1 class="modal-title fs-5" id="accounting-summary-helper-{{ summary_helper.type }}-modal-label">
-            <label for="accounting-summary-helper-{{ summary_helper.type }}-summary">{{ A_("Summary") }}</label>
-          </h1>
-          <button class="btn-close accounting-summary-helper-{{ summary_helper.type }}-close" type="button" data-bs-toggle="modal" data-bs-target="" aria-label="{{ A_("Close") }}"></button>
-        </div>
-        <div class="modal-body">
-          <div class="mb-3">
-            <input id="accounting-summary-helper-{{ summary_helper.type }}-summary" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-modal-label">
-          </div>
-          <ul class="nav nav-tabs mb-2">
-            <li class="nav-item">
-              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-general" class="nav-link active accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="page" data-tab-id="general">
-                {{ A_("General") }}
-              </span>
-            </li>
-            <li class="nav-item">
-              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-travel" class="nav-link accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="false" data-tab-id="travel">
-                {{ A_("Travel") }}
-              </span>
-            </li>
-            <li class="nav-item">
-              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-bus" class="nav-link accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="false" data-tab-id="bus">
-                {{ A_("Bus") }}
-              </span>
-            </li>
-            <li class="nav-item">
-              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-regular" class="nav-link accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="false" data-tab-id="regular">
-                {{ A_("Regular") }}
-              </span>
-            </li>
-            <li class="nav-item">
-              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-number" class="nav-link accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="false" data-tab-id="number">
-                {{ A_("Number") }}
-              </span>
-            </li>
-          </ul>
-          {# A general summary with a tag #}
-          <div class="accounting-summary-helper-{{ summary_helper.type }}-page" aria-current="page" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-general" data-tab-id="general">
-            <div class="form-floating mb-2">
-              <input id="accounting-summary-helper-{{ summary_helper.type }}-general-tag" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
-              <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-general-tag">{{ A_("Tag") }}</label>
-              <div id="accounting-summary-helper-{{ summary_helper.type }}-general-tag-error" class="invalid-feedback"></div>
-            </div>
-
-            <div>
-              {% for tag in summary_helper.general.tags %}
-                <button class="btn btn-outline-primary accounting-summary-helper-{{ summary_helper.type }}-btn-tag accounting-summary-helper-{{ summary_helper.type }}-general-btn-tag" type="button" tabindex="-1" data-value="{{ tag.name }}" data-accounts="{{ tag.account_codes|tojson|forceescape }}">
-                  {{ tag }}
-                </button>
-              {% endfor %}
-            </div>
-          </div>
-
-          {# A general trip with the origin and distination #}
-          <div class="accounting-summary-helper-{{ summary_helper.type }}-page d-none" aria-current="false" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-travel" data-tab-id="travel">
-            <div class="form-floating mb-2">
-              <input id="accounting-summary-helper-{{ summary_helper.type }}-travel-tag" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
-              <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-travel-tag">{{ A_("Tag") }}</label>
-              <div id="accounting-summary-helper-{{ summary_helper.type }}-travel-tag-error" class="invalid-feedback"></div>
-            </div>
-
-            <div>
-              {% for tag in summary_helper.travel.tags %}
-                <button class="btn btn-outline-primary accounting-summary-helper-{{ summary_helper.type }}-btn-tag accounting-summary-helper-{{ summary_helper.type }}-travel-btn-tag" type="button" tabindex="-1" data-value="{{ tag.name }}" data-accounts="{{ tag.account_codes|tojson|forceescape }}">
-                  {{ tag }}
-                </button>
-              {% endfor %}
-            </div>
-
-            <div class="d-flex justify-content-between mt-2">
-              <div class="form-floating">
-                <input id="accounting-summary-helper-{{ summary_helper.type }}-travel-from" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
-                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-travel-from">{{ A_("From") }}</label>
-                <div id="accounting-summary-helper-{{ summary_helper.type }}-travel-from-error" class="invalid-feedback"></div>
-              </div>
-              <div class="btn-group-vertical ms-1 me-1">
-                <button class="btn btn-primary accounting-summary-helper-{{ summary_helper.type }}-travel-direction accounting-default" type="button" tabindex="-1" data-arrow="&rarr;">&rarr;</button>
-                <button class="btn btn-outline-primary accounting-summary-helper-{{ summary_helper.type }}-travel-direction" type="button" tabindex="-1" data-arrow="&harr;">&harr;</button>
-              </div>
-              <div class="form-floating">
-                <input id="accounting-summary-helper-{{ summary_helper.type }}-travel-to" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
-                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-travel-to">{{ A_("To") }}</label>
-                <div id="accounting-summary-helper-{{ summary_helper.type }}-travel-to-error" class="invalid-feedback"></div>
-              </div>
-            </div>
-          </div>
-
-          {# A bus trip with the route name or route number, the origin and distination #}
-          <div class="accounting-summary-helper-{{ summary_helper.type }}-page d-none" aria-current="false" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-bus" data-tab-id="bus">
-            <div class="d-flex justify-content-between mb-2">
-              <div class="form-floating me-2">
-                <input id="accounting-summary-helper-{{ summary_helper.type }}-bus-tag" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
-                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-bus-tag">{{ A_("Tag") }}</label>
-                <div id="accounting-summary-helper-{{ summary_helper.type }}-bus-tag-error" class="invalid-feedback"></div>
-              </div>
-              <div class="form-floating">
-                <input id="accounting-summary-helper-{{ summary_helper.type }}-bus-route" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
-                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-bus-route">{{ A_("Route") }}</label>
-                <div id="accounting-summary-helper-{{ summary_helper.type }}-bus-route-error" class="invalid-feedback"></div>
-              </div>
-            </div>
-
-            <div>
-              {% for tag in summary_helper.bus.tags %}
-                <button class="btn btn-outline-primary accounting-summary-helper-{{ summary_helper.type }}-btn-tag accounting-summary-helper-{{ summary_helper.type }}-bus-btn-tag" type="button" tabindex="-1" data-value="{{ tag.name }}" data-accounts="{{ tag.account_codes|tojson|forceescape }}">
-                  {{ tag }}
-                </button>
-              {% endfor %}
-            </div>
-
-            <div class="d-flex justify-content-between mt-2">
-              <div class="form-floating me-2">
-                <input id="accounting-summary-helper-{{ summary_helper.type }}-bus-from" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
-                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-bus-from">{{ A_("From") }}</label>
-                <div id="accounting-summary-helper-{{ summary_helper.type }}-bus-from-error" class="invalid-feedback"></div>
-              </div>
-              <div class="form-floating">
-                <input id="accounting-summary-helper-{{ summary_helper.type }}-bus-to" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
-                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-bus-to">{{ A_("To") }}</label>
-                <div id="accounting-summary-helper-{{ summary_helper.type }}-bus-to-error" class="invalid-feedback"></div>
-              </div>
-            </div>
-          </div>
-
-          {# A regular income/payment #}
-          <div class="accounting-summary-helper-{{ summary_helper.type }}-page d-none" aria-current="false" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-regular" data-tab-id="regular">
-            {# TODO: To be done #}
-          </div>
-
-          {# The number of items #}
-          <div class="accounting-summary-helper-{{ summary_helper.type }}-page d-none" aria-current="false" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-number" data-tab-id="number">
-            <div class="form-floating">
-              <input id="accounting-summary-helper-{{ summary_helper.type }}-number" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="number" min="1" value="" placeholder=" ">
-              <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-number">{{ A_("The number of items") }}</label>
-              <div id="accounting-summary-helper-{{ summary_helper.type }}-number-error" class="invalid-feedback"></div>
-            </div>
-          </div>
-
-          {# The suggested accounts #}
-          <div class="mt-3">
-            {% for account in summary_helper.accounts %}
-              <button class="btn btn-outline-primary d-none accounting-summary-helper-{{ summary_helper.type }}-account" type="button" data-code="{{ account.code }}" data-text="{{ account }}">
-                {{ account }}
-              </button>
-            {% endfor %}
-          </div>
-        </div>
-        <div class="modal-footer">
-          <button class="btn btn-secondary accounting-summary-helper-{{ summary_helper.type }}-close" type="button" data-bs-toggle="modal" data-bs-target="">{{ A_("Cancel") }}</button>
-          <button id="accounting-summary-helper-{{ summary_helper.type }}-btn-save" type="submit" class="btn btn-primary">{{ A_("Save") }}</button>
-        </div>
-      </div>
-    </div>
-  </div>
-</form>

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

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

src/accounting/templates/accounting/transaction/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>