Advanced to version 0.9.1.

MANIFEST.in

@@ -25,6 +25,7 @@ include docs/source/_templates/*
 include tests/*
 exclude tests/test_temp.py
 include tests/test_site/*
+include tests/test_site/static/*
 include tests/test_site/templates/*
 include tests/test_site/translations/*
 include tests/test_site/translations/*/LC_MESSAGES/*

docs/source/accounting.journal_entry.forms.rst

@@ -0,0 +1,45 @@
+accounting.journal\_entry.forms package
+=======================================
+
+Submodules
+----------
+
+accounting.journal\_entry.forms.currency module
+-----------------------------------------------
+
+.. automodule:: accounting.journal_entry.forms.currency
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.journal\_entry.forms.journal\_entry module
+-----------------------------------------------------
+
+.. automodule:: accounting.journal_entry.forms.journal_entry
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.journal\_entry.forms.line\_item module
+-------------------------------------------------
+
+.. automodule:: accounting.journal_entry.forms.line_item
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.journal\_entry.forms.reorder module
+----------------------------------------------
+
+.. automodule:: accounting.journal_entry.forms.reorder
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.journal_entry.forms
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.journal_entry.rst

@@ -0,0 +1,46 @@
+accounting.journal\_entry package
+=================================
+
+Subpackages
+-----------
+
+.. toctree::
+   :maxdepth: 4
+
+   accounting.journal_entry.forms
+   accounting.journal_entry.utils
+
+Submodules
+----------
+
+accounting.journal\_entry.converters module
+-------------------------------------------
+
+.. automodule:: accounting.journal_entry.converters
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.journal\_entry.template\_filters module
+--------------------------------------------------
+
+.. automodule:: accounting.journal_entry.template_filters
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.journal\_entry.views module
+--------------------------------------
+
+.. automodule:: accounting.journal_entry.views
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.journal_entry
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.journal_entry.utils.rst

@@ -0,0 +1,53 @@
+accounting.journal\_entry.utils package
+=======================================
+
+Submodules
+----------
+
+accounting.journal\_entry.utils.account\_option module
+------------------------------------------------------
+
+.. automodule:: accounting.journal_entry.utils.account_option
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.journal\_entry.utils.description\_editor module
+----------------------------------------------------------
+
+.. automodule:: accounting.journal_entry.utils.description_editor
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.journal\_entry.utils.offset\_alias module
+----------------------------------------------------
+
+.. automodule:: accounting.journal_entry.utils.offset_alias
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.journal\_entry.utils.operators module
+------------------------------------------------
+
+.. automodule:: accounting.journal_entry.utils.operators
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.journal\_entry.utils.original\_line\_items module
+------------------------------------------------------------
+
+.. automodule:: accounting.journal_entry.utils.original_line_items
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.journal_entry.utils
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.option.rst

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

docs/source/accounting.report.utils.rst

@@ -28,14 +28,6 @@ accounting.report.utils.csv\_export module
    :undoc-members:
    :show-inheritance:
 
-accounting.report.utils.ie\_account module
-------------------------------------------
-
-.. automodule:: accounting.report.utils.ie_account
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
 accounting.report.utils.option\_link module
 -------------------------------------------
 

docs/source/accounting.rst

@@ -10,13 +10,22 @@ Subpackages
    accounting.account
    accounting.base_account
    accounting.currency
+   accounting.journal_entry
+   accounting.option
    accounting.report
-   accounting.transaction
    accounting.utils
 
 Submodules
 ----------
 
+accounting.forms module
+-----------------------
+
+.. automodule:: accounting.forms
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.locale module
 ------------------------
 

docs/source/accounting.transaction.forms.rst

@@ -1,45 +0,0 @@
-accounting.transaction.forms package
-====================================
-
-Submodules
-----------
-
-accounting.transaction.forms.currency module
---------------------------------------------
-
-.. automodule:: accounting.transaction.forms.currency
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.transaction.forms.journal\_entry module
---------------------------------------------------
-
-.. automodule:: accounting.transaction.forms.journal_entry
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.transaction.forms.reorder module
--------------------------------------------
-
-.. automodule:: accounting.transaction.forms.reorder
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.transaction.forms.transaction module
------------------------------------------------
-
-.. automodule:: accounting.transaction.forms.transaction
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-Module contents
----------------
-
-.. automodule:: accounting.transaction.forms
-   :members:
-   :undoc-members:
-   :show-inheritance:

docs/source/accounting.transaction.rst

@@ -1,46 +0,0 @@
-accounting.transaction package
-==============================
-
-Subpackages
------------
-
-.. toctree::
-   :maxdepth: 4
-
-   accounting.transaction.forms
-   accounting.transaction.utils
-
-Submodules
-----------
-
-accounting.transaction.converters module
-----------------------------------------
-
-.. automodule:: accounting.transaction.converters
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.transaction.template\_filters module
------------------------------------------------
-
-.. automodule:: accounting.transaction.template_filters
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.transaction.views module
------------------------------------
-
-.. automodule:: accounting.transaction.views
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-Module contents
----------------
-
-.. automodule:: accounting.transaction
-   :members:
-   :undoc-members:
-   :show-inheritance:

docs/source/accounting.transaction.utils.rst

@@ -1,53 +0,0 @@
-accounting.transaction.utils package
-====================================
-
-Submodules
-----------
-
-accounting.transaction.utils.account\_option module
----------------------------------------------------
-
-.. automodule:: accounting.transaction.utils.account_option
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.transaction.utils.offset\_alias module
--------------------------------------------------
-
-.. automodule:: accounting.transaction.utils.offset_alias
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.transaction.utils.operators module
----------------------------------------------
-
-.. automodule:: accounting.transaction.utils.operators
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.transaction.utils.original\_entries module
------------------------------------------------------
-
-.. automodule:: accounting.transaction.utils.original_entries
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.transaction.utils.summary\_editor module
----------------------------------------------------
-
-.. automodule:: accounting.transaction.utils.summary_editor
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-Module contents
----------------
-
-.. automodule:: accounting.transaction.utils
-   :members:
-   :undoc-members:
-   :show-inheritance:

docs/source/accounting.utils.rst

@@ -12,6 +12,14 @@ accounting.utils.cast module
    :undoc-members:
    :show-inheritance:
 
+accounting.utils.current\_account module
+----------------------------------------
+
+.. automodule:: accounting.utils.current_account
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.utils.flash\_errors module
 -------------------------------------
 
@@ -20,6 +28,14 @@ accounting.utils.flash\_errors module
    :undoc-members:
    :show-inheritance:
 
+accounting.utils.journal\_entry\_types module
+---------------------------------------------
+
+.. automodule:: accounting.utils.journal_entry_types
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.utils.next\_uri module
 ---------------------------------
 
@@ -28,6 +44,14 @@ accounting.utils.next\_uri module
    :undoc-members:
    :show-inheritance:
 
+accounting.utils.options module
+-------------------------------
+
+.. automodule:: accounting.utils.options
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.utils.pagination module
 ----------------------------------
 
@@ -68,14 +92,6 @@ 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
 ----------------------------
 

docs/source/conf.py

@@ -13,7 +13,7 @@ sys.path.insert(0, os.path.abspath('../../src/'))
 project = 'Mia! Accounting Flask'
 copyright = '2023, imacat'
 author = 'imacat'
-release = '0.4.0'
+release = '0.9.1'
 
 # -- General configuration ---------------------------------------------------
 # https://www.sphinx-doc.org/en/master/usage/configuration.html#general-configuration

setup.cfg

@@ -17,7 +17,7 @@
 
 [metadata]
 name = mia-accounting-flask
-version = 0.6.0
+version = 0.9.1
 author = imacat
 author_email = imacat@mail.imacat.idv.tw
 description = The Mia! Accounting Flask project.

src/accounting/__init__.py

@@ -80,10 +80,13 @@ def init_app(app: Flask, user_utils: UserUtilityInterface,
     from . import currency
     currency.init_app(app, bp)
 
-    from . import transaction
+    from . import journal_entry
-    transaction.init_app(app, bp)
+    journal_entry.init_app(app, bp)
 
     from . import report
     report.init_app(app, bp)
 
+    from . import option
+    option.init_app(bp)
+
     app.register_blueprint(bp)

src/accounting/account/commands.py

@@ -100,10 +100,11 @@ def init_accounts_command(username: str) -> None:
 
 
 def __is_need_offset(base_code: str) -> bool:
-    """Checks that whether entries in the account need offset.
+    """Checks that whether journal entry line items in the account need offset.
 
     :param base_code: The code of the base account.
-    :return: True if entries in the account need offset, or False otherwise.
+    :return: True if journal entry line items in the account need offset, or
+        False otherwise.
     """
     # Assets
     if base_code[0] == "1":

src/accounting/account/forms.py

@@ -82,7 +82,7 @@ class AccountForm(FlaskForm):
     """The title."""
     is_need_offset = BooleanField(
         validators=[NoOffsetNominalAccount()])
-    """Whether the the entries of this account need offset."""
+    """Whether the the journal entry line items of this account need offset."""
 
     def populate_obj(self, obj: Account) -> None:
         """Populates the form data into an account object.

src/accounting/account/queries.py

@@ -40,14 +40,14 @@ def get_account_query() -> list[Account]:
     conditions: list[sa.BinaryExpression] = []
     for k in keywords:
         l10n: list[AccountL10n] = AccountL10n.query\
-            .filter(AccountL10n.title.contains(k)).all()
+            .filter(AccountL10n.title.icontains(k)).all()
         l10n_matches: set[str] = {x.account_id for x in l10n}
         sub_conditions: list[sa.BinaryExpression] \
             = [Account.base_code.contains(k),
-               Account.title_l10n.contains(k),
+               Account.title_l10n.icontains(k),
                code.contains(k),
                Account.id.in_(l10n_matches)]
-        if k in gettext("Need offset"):
+        if k in gettext("Needs Offset"):
             sub_conditions.append(Account.is_need_offset)
         conditions.append(sa.or_(*sub_conditions))
 

src/accounting/account/views.py

@@ -157,6 +157,9 @@ def delete_account(account: Account) -> redirect:
     :return: The redirection to the account list on success, or the account
         detail on error.
     """
+    if not account.can_delete:
+        flash(s(lazy_gettext("The account cannot be deleted.")), "error")
+        return redirect(inherit_next(__get_detail_uri(account)))
     account.delete()
     sort_accounts_in(account.base_code, account.id)
     db.session.commit()

src/accounting/base_account/queries.py

@@ -35,10 +35,10 @@ def get_base_account_query() -> list[BaseAccount]:
     conditions: list[sa.BinaryExpression] = []
     for k in keywords:
         l10n: list[BaseAccountL10n] = BaseAccountL10n.query\
-            .filter(BaseAccountL10n.title.contains(k)).all()
+            .filter(BaseAccountL10n.title.icontains(k)).all()
         l10n_matches: set[str] = {x.account_code for x in l10n}
         conditions.append(sa.or_(BaseAccount.code.contains(k),
-                                 BaseAccount.title_l10n.contains(k),
+                                 BaseAccount.title_l10n.icontains(k),
                                  BaseAccount.code.in_(l10n_matches)))
     return BaseAccount.query.filter(*conditions)\
         .order_by(BaseAccount.code).all()

src/accounting/currency/queries.py

@@ -35,10 +35,10 @@ def get_currency_query() -> list[Currency]:
     conditions: list[sa.BinaryExpression] = []
     for k in keywords:
         l10n: list[CurrencyL10n] = CurrencyL10n.query\
-            .filter(CurrencyL10n.name.contains(k)).all()
+            .filter(CurrencyL10n.name.icontains(k)).all()
         l10n_matches: set[str] = {x.account_code for x in l10n}
-        conditions.append(sa.or_(Currency.code.contains(k),
+        conditions.append(sa.or_(Currency.code.icontains(k),
-                                 Currency.name_l10n.contains(k),
+                                 Currency.name_l10n.icontains(k),
                                  Currency.code.in_(l10n_matches)))
     return Currency.query.filter(*conditions)\
         .order_by(Currency.code).all()

src/accounting/currency/views.py

@@ -89,7 +89,7 @@ def add_currency() -> redirect:
     form.populate_obj(currency)
     db.session.add(currency)
     db.session.commit()
-    flash(s(lazy_gettext("The currency is added successfully")), "success")
+    flash(s(lazy_gettext("The currency is added successfully.")), "success")
     return redirect(inherit_next(__get_detail_uri(currency)))
 
 
@@ -160,6 +160,9 @@ def delete_currency(currency: Currency) -> redirect:
     :return: The redirection to the currency list on success, or the currency
         detail on error.
     """
+    if not currency.can_delete:
+        flash(s(lazy_gettext("The currency cannot be deleted.")), "error")
+        return redirect(inherit_next(__get_detail_uri(currency)))
     currency.delete()
     db.session.commit()
     flash(s(lazy_gettext("The currency is deleted successfully.")), "success")

src/accounting/forms.py

@@ -0,0 +1,96 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The forms.
+
+"""
+import re
+
+from flask_babel import LazyString
+from flask_wtf import FlaskForm
+from wtforms import StringField, ValidationError
+from wtforms.validators import DataRequired
+
+from accounting import db
+from accounting.locale import lazy_gettext
+from accounting.models import Currency, Account
+
+
+ACCOUNT_REQUIRED: DataRequired = DataRequired(
+    lazy_gettext("Please select the account."))
+"""The validator to check if the account code is empty."""
+
+
+class CurrencyExists:
+    """The validator to check if the account exists."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None:
+            return
+        if db.session.get(Currency, field.data) is None:
+            raise ValidationError(lazy_gettext(
+                "The currency does not exist."))
+
+
+class AccountExists:
+    """The validator to check if the account exists."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None:
+            return
+        if Account.find_by_code(field.data) is None:
+            raise ValidationError(lazy_gettext(
+                "The account does not exist."))
+
+
+class IsDebitAccount:
+    """The validator to check if the account is for debit line items."""
+
+    def __init__(self, message: str | LazyString):
+        """Constructs the validator.
+
+        :param message: The error message.
+        """
+        self.__message: str | LazyString = message
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None:
+            return
+        if re.match(r"^(?:[1235689]|7[5678])", field.data) \
+                and not field.data.startswith("3351-") \
+                and not field.data.startswith("3353-"):
+            return
+        raise ValidationError(self.__message)
+
+
+class IsCreditAccount:
+    """The validator to check if the account is for credit line items."""
+
+    def __init__(self, message: str | LazyString):
+        """Constructs the validator.
+
+        :param message: The error message.
+        """
+        self.__message: str | LazyString = message
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None:
+            return
+        if re.match(r"^(?:[123489]|7[1234])", field.data) \
+                and not field.data.startswith("3351-") \
+                and not field.data.startswith("3353-"):
+            return
+        raise ValidationError(self.__message)

src/accounting/journal_entry/__init__.py

@@ -14,7 +14,7 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The transaction management.
+"""The journal entry management.
 
 """
 from flask import Flask, Blueprint
@@ -27,11 +27,11 @@ def init_app(app: Flask, bp: Blueprint) -> None:
     :param bp: The blueprint of the accounting application.
     :return: None.
     """
-    from .converters import TransactionConverter, TransactionTypeConverter, \
+    from .converters import JournalEntryConverter, JournalEntryTypeConverter, \
         DateConverter
-    app.url_map.converters["transaction"] = TransactionConverter
+    app.url_map.converters["journalEntry"] = JournalEntryConverter
-    app.url_map.converters["transactionType"] = TransactionTypeConverter
+    app.url_map.converters["journalEntryType"] = JournalEntryTypeConverter
     app.url_map.converters["date"] = DateConverter
 
-    from .views import bp as transaction_bp
+    from .views import bp as journal_entry_bp
-    bp.register_blueprint(transaction_bp, url_prefix="/transactions")
+    bp.register_blueprint(journal_entry_bp, url_prefix="/journal-entries")

src/accounting/journal_entry/converters.py

@@ -0,0 +1,107 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/19
+
+#  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 journal entry management.
+
+"""
+from datetime import date
+
+from flask import abort
+from sqlalchemy.orm import selectinload
+from werkzeug.routing import BaseConverter
+
+from accounting.models import JournalEntry, JournalEntryLineItem
+from accounting.utils.journal_entry_types import JournalEntryType
+
+
+class JournalEntryConverter(BaseConverter):
+    """The journal entry converter to convert the journal entry ID from and to
+    the corresponding journal entry in the routes."""
+
+    def to_python(self, value: str) -> JournalEntry:
+        """Converts a journal entry ID to a journal entry.
+
+        :param value: The journal entry ID.
+        :return: The corresponding journal entry.
+        """
+        journal_entry: JournalEntry | None = JournalEntry.query\
+            .join(JournalEntryLineItem)\
+            .filter(JournalEntry.id == value)\
+            .options(selectinload(JournalEntry.line_items)
+                     .selectinload(JournalEntryLineItem.offsets)
+                     .selectinload(JournalEntryLineItem.journal_entry))\
+            .first()
+        if journal_entry is None:
+            abort(404)
+        return journal_entry
+
+    def to_url(self, value: JournalEntry) -> str:
+        """Converts a journal entry to its ID.
+
+        :param value: The journal entry.
+        :return: The ID.
+        """
+        return str(value.id)
+
+
+class JournalEntryTypeConverter(BaseConverter):
+    """The journal entry converter to convert the journal entry type ID from
+    and to the corresponding journal entry type in the routes."""
+
+    def to_python(self, value: str) -> JournalEntryType:
+        """Converts a journal entry ID to a journal entry.
+
+        :param value: The journal entry ID.
+        :return: The corresponding journal entry type.
+        """
+        type_dict: dict[str, JournalEntryType] \
+            = {x.value: x for x in JournalEntryType}
+        journal_entry_type: JournalEntryType | None = type_dict.get(value)
+        if journal_entry_type is None:
+            abort(404)
+        return journal_entry_type
+
+    def to_url(self, value: JournalEntryType) -> str:
+        """Converts a journal entry type to its ID.
+
+        :param value: The journal entry type.
+        :return: The ID.
+        """
+        return str(value.value)
+
+
+class DateConverter(BaseConverter):
+    """The date converter to convert the ISO date from and to the
+    corresponding date in the routes."""
+
+    def to_python(self, value: str) -> date:
+        """Converts an ISO date to a date.
+
+        :param value: The ISO date.
+        :return: The corresponding date.
+        """
+        try:
+            return date.fromisoformat(value)
+        except ValueError:
+            abort(404)
+
+    def to_url(self, value: date) -> str:
+        """Converts a date to its ISO date.
+
+        :param value: The date.
+        :return: The ISO date.
+        """
+        return value.isoformat()

src/accounting/journal_entry/forms/__init__.py

@@ -14,9 +14,9 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The forms for the transaction management.
+"""The forms for the journal entry management.
 
 """
-from .reorder import sort_transactions_in, TransactionReorderForm
+from .reorder import sort_journal_entries_in, JournalEntryReorderForm
-from .transaction import TransactionForm, IncomeTransactionForm, \
+from .journal_entry import JournalEntryForm, CashReceiptJournalEntryForm, \
-    ExpenseTransactionForm, TransferTransactionForm
+    CashDisbursementJournalEntryForm, TransferJournalEntryForm

src/accounting/journal_entry/forms/currency.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 sub-forms for the transaction management.
+"""The currency sub-forms for the journal entry management.
 
 """
 from decimal import Decimal
@@ -27,49 +27,42 @@ from wtforms import StringField, ValidationError, FieldList, IntegerField, \
 from wtforms.validators import DataRequired
 
 from accounting import db
+from accounting.forms import CurrencyExists
+from accounting.journal_entry.utils.offset_alias import offset_alias
 from accounting.locale import lazy_gettext
-from accounting.models import Currency, JournalEntry
+from accounting.models import JournalEntryLineItem
-from accounting.transaction.utils.offset_alias import offset_alias
 from accounting.utils.cast import be
 from accounting.utils.strip_text import strip_text
-from .journal_entry import JournalEntryForm, CreditEntryForm, DebitEntryForm
+from .line_item import LineItemForm, CreditLineItemForm, DebitLineItemForm
+
 
 CURRENCY_REQUIRED: DataRequired = DataRequired(
     lazy_gettext("Please select the currency."))
 """The validator to check if the currency code is empty."""
 
 
-class CurrencyExists:
+class SameCurrencyAsOriginalLineItems:
-    """The validator to check if the account exists."""
+    """The validator to check if the currency is the same as the
-
+    original line items."""
-    def __call__(self, form: FlaskForm, field: StringField) -> None:
-        if field.data is None:
-            return
-        if db.session.get(Currency, field.data) is None:
-            raise ValidationError(lazy_gettext(
-                "The currency does not exist."))
-
-
-class SameCurrencyAsOriginalEntries:
-    """The validator to check if the currency is the same as the original
-    entries."""
 
     def __call__(self, form: FlaskForm, field: StringField) -> None:
         assert isinstance(form, CurrencyForm)
         if field.data is None:
             return
-        original_entry_id: set[int] = {x.original_entry_id.data
+        original_line_item_id: set[int] \
-                                       for x in form.entries
+            = {x.original_line_item_id.data
-                                       if x.original_entry_id.data is not None}
+               for x in form.line_items
-        if len(original_entry_id) == 0:
+               if x.original_line_item_id.data is not None}
+        if len(original_line_item_id) == 0:
             return
-        original_entry_currency_codes: set[str] = set(db.session.scalars(
+        original_line_item_currency_codes: set[str] = set(db.session.scalars(
-            sa.select(JournalEntry.currency_code)
+            sa.select(JournalEntryLineItem.currency_code)
-            .filter(JournalEntry.id.in_(original_entry_id))).all())
+            .filter(JournalEntryLineItem.id.in_(original_line_item_id))).all())
-        for currency_code in original_entry_currency_codes:
+        for currency_code in original_line_item_currency_codes:
             if field.data != currency_code:
                 raise ValidationError(lazy_gettext(
-                    "The currency must be the same as the original entry."))
+                    "The currency must be the same as the"
+                    " original line item."))
 
 
 class KeepCurrencyWhenHavingOffset:
@@ -81,31 +74,35 @@ class KeepCurrencyWhenHavingOffset:
         if field.data is None:
             return
         offset: sa.Alias = offset_alias()
-        original_entries: list[JournalEntry] = JournalEntry.query\
+        original_line_items: list[JournalEntryLineItem]\
-            .join(offset, be(JournalEntry.id == offset.c.original_entry_id),
+            = JournalEntryLineItem.query\
+            .join(offset, be(JournalEntryLineItem.id
+                             == offset.c.original_line_item_id),
                   isouter=True)\
-            .filter(JournalEntry.id.in_({x.eid.data for x in form.entries
+            .filter(JournalEntryLineItem.id
-                                         if x.eid.data is not None}))\
+                    .in_({x.id.data for x in form.line_items
-            .group_by(JournalEntry.id, JournalEntry.currency_code)\
+                          if x.id.data is not None}))\
+            .group_by(JournalEntryLineItem.id,
+                      JournalEntryLineItem.currency_code)\
             .having(sa.func.count(offset.c.id) > 0).all()
-        for original_entry in original_entries:
+        for original_line_item in original_line_items:
-            if original_entry.currency_code != field.data:
+            if original_line_item.currency_code != field.data:
                 raise ValidationError(lazy_gettext(
                     "The currency must not be changed when there is offset."))
 
 
-class NeedSomeJournalEntries:
+class NeedSomeLineItems:
-    """The validator to check if there is any journal entry sub-form."""
+    """The validator to check if there is any line item sub-form."""
 
     def __call__(self, form: FlaskForm, field: FieldList) -> None:
         if len(field) == 0:
             raise ValidationError(lazy_gettext(
-                "Please add some journal entries."))
+                "Please add some line items."))
 
 
 class IsBalanced:
     """The validator to check that the total amount of the debit and credit
-    entries are equal."""
+    line items are equal."""
 
     def __call__(self, form: FlaskForm, field: BooleanField) -> None:
         assert isinstance(form, TransferCurrencyForm)
@@ -117,29 +114,29 @@ class IsBalanced:
 
 
 class CurrencyForm(FlaskForm):
-    """The form to create or edit a currency in a transaction."""
+    """The form to create or edit a currency in a journal entry."""
     no = IntegerField()
-    """The order in the transaction."""
+    """The order in the journal entry."""
     code = StringField()
     """The currency code."""
     whole_form = BooleanField()
     """The pseudo field for the whole form validators."""
 
     @property
-    def entries(self) -> list[JournalEntryForm]:
+    def line_items(self) -> list[LineItemForm]:
-        """Returns the journal entry sub-forms.
+        """Returns the line item sub-forms.
 
-        :return: The journal entry sub-forms.
+        :return: The line item sub-forms.
         """
-        entry_forms: list[JournalEntryForm] = []
+        line_item_forms: list[LineItemForm] = []
-        if isinstance(self, IncomeCurrencyForm):
+        if isinstance(self, CashReceiptCurrencyForm):
-            entry_forms.extend([x.form for x in self.credit])
+            line_item_forms.extend([x.form for x in self.credit])
-        elif isinstance(self, ExpenseCurrencyForm):
+        elif isinstance(self, CashDisbursementCurrencyForm):
-            entry_forms.extend([x.form for x in self.debit])
+            line_item_forms.extend([x.form for x in self.debit])
         elif isinstance(self, TransferCurrencyForm):
-            entry_forms.extend([x.form for x in self.debit])
+            line_item_forms.extend([x.form for x in self.debit])
-            entry_forms.extend([x.form for x in self.credit])
+            line_item_forms.extend([x.form for x in self.credit])
-        return entry_forms
+        return line_item_forms
 
     @property
     def is_code_locked(self) -> bool:
@@ -148,48 +145,50 @@ class CurrencyForm(FlaskForm):
         :return: True if the currency code should not be changed, or False
             otherwise
         """
-        entry_forms: list[JournalEntryForm] = self.entries
+        line_item_forms: list[LineItemForm] = self.line_items
-        original_entry_id: set[int] \
+        original_line_item_id: set[int] \
-            = {x.original_entry_id.data for x in entry_forms
+            = {x.original_line_item_id.data for x in line_item_forms
-               if x.original_entry_id.data is not None}
+               if x.original_line_item_id.data is not None}
-        if len(original_entry_id) > 0:
+        if len(original_line_item_id) > 0:
             return True
-        entry_id: set[int] = {x.eid.data for x in entry_forms
+        line_item_id: set[int] = {x.id.data for x in line_item_forms
-                              if x.eid.data is not None}
+                                  if x.id.data is not None}
-        select: sa.Select = sa.select(sa.func.count(JournalEntry.id))\
+        select: sa.Select = sa.select(sa.func.count(JournalEntryLineItem.id))\
-            .filter(JournalEntry.original_entry_id.in_(entry_id))
+            .filter(JournalEntryLineItem.original_line_item_id
+                    .in_(line_item_id))
         return db.session.scalar(select) > 0
 
 
-class IncomeCurrencyForm(CurrencyForm):
+class CashReceiptCurrencyForm(CurrencyForm):
-    """The form to create or edit a currency in a cash income transaction."""
+    """The form to create or edit a currency in a
+    cash receipt journal entry."""
     no = IntegerField()
-    """The order in the transaction."""
+    """The order in the journal entry."""
     code = StringField(
         filters=[strip_text],
         validators=[CURRENCY_REQUIRED,
                     CurrencyExists(),
-                    SameCurrencyAsOriginalEntries(),
+                    SameCurrencyAsOriginalLineItems(),
                     KeepCurrencyWhenHavingOffset()])
     """The currency code."""
-    credit = FieldList(FormField(CreditEntryForm),
+    credit = FieldList(FormField(CreditLineItemForm),
-                       validators=[NeedSomeJournalEntries()])
+                       validators=[NeedSomeLineItems()])
-    """The credit entries."""
+    """The credit line items."""
     whole_form = BooleanField()
     """The pseudo field for the whole form validators."""
 
     @property
     def credit_total(self) -> Decimal:
-        """Returns the total amount of the credit journal entries.
+        """Returns the total amount of the credit line items.
 
-        :return: The total amount of the credit journal entries.
+        :return: The total amount of the credit line items.
         """
         return sum([x.amount.data for x in self.credit
                     if x.amount.data is not None])
 
     @property
     def credit_errors(self) -> list[str | LazyString]:
-        """Returns the credit journal entry errors, without the errors in their
+        """Returns the credit line item errors, without the errors in their
         sub-forms.
 
         :return:
@@ -198,35 +197,36 @@ class IncomeCurrencyForm(CurrencyForm):
                 if isinstance(x, str) or isinstance(x, LazyString)]
 
 
-class ExpenseCurrencyForm(CurrencyForm):
+class CashDisbursementCurrencyForm(CurrencyForm):
-    """The form to create or edit a currency in a cash expense transaction."""
+    """The form to create or edit a currency in a
+    cash disbursement journal entry."""
     no = IntegerField()
-    """The order in the transaction."""
+    """The order in the journal entry."""
     code = StringField(
         filters=[strip_text],
         validators=[CURRENCY_REQUIRED,
                     CurrencyExists(),
-                    SameCurrencyAsOriginalEntries(),
+                    SameCurrencyAsOriginalLineItems(),
                     KeepCurrencyWhenHavingOffset()])
     """The currency code."""
-    debit = FieldList(FormField(DebitEntryForm),
+    debit = FieldList(FormField(DebitLineItemForm),
-                      validators=[NeedSomeJournalEntries()])
+                      validators=[NeedSomeLineItems()])
-    """The debit entries."""
+    """The debit line items."""
     whole_form = BooleanField()
     """The pseudo field for the whole form validators."""
 
     @property
     def debit_total(self) -> Decimal:
-        """Returns the total amount of the debit journal entries.
+        """Returns the total amount of the debit line items.
 
-        :return: The total amount of the debit journal entries.
+        :return: The total amount of the debit line items.
         """
         return sum([x.amount.data for x in self.debit
                     if x.amount.data is not None])
 
     @property
     def debit_errors(self) -> list[str | LazyString]:
-        """Returns the debit journal entry errors, without the errors in their
+        """Returns the debit line item errors, without the errors in their
         sub-forms.
 
         :return:
@@ -236,46 +236,46 @@ class ExpenseCurrencyForm(CurrencyForm):
 
 
 class TransferCurrencyForm(CurrencyForm):
-    """The form to create or edit a currency in a transfer transaction."""
+    """The form to create or edit a currency in a transfer journal entry."""
     no = IntegerField()
-    """The order in the transaction."""
+    """The order in the journal entry."""
     code = StringField(
         filters=[strip_text],
         validators=[CURRENCY_REQUIRED,
                     CurrencyExists(),
-                    SameCurrencyAsOriginalEntries(),
+                    SameCurrencyAsOriginalLineItems(),
                     KeepCurrencyWhenHavingOffset()])
     """The currency code."""
-    debit = FieldList(FormField(DebitEntryForm),
+    debit = FieldList(FormField(DebitLineItemForm),
-                      validators=[NeedSomeJournalEntries()])
+                      validators=[NeedSomeLineItems()])
-    """The debit entries."""
+    """The debit line items."""
-    credit = FieldList(FormField(CreditEntryForm),
+    credit = FieldList(FormField(CreditLineItemForm),
-                       validators=[NeedSomeJournalEntries()])
+                       validators=[NeedSomeLineItems()])
-    """The credit entries."""
+    """The credit line items."""
     whole_form = BooleanField(validators=[IsBalanced()])
     """The pseudo field for the whole form validators."""
 
     @property
     def debit_total(self) -> Decimal:
-        """Returns the total amount of the debit journal entries.
+        """Returns the total amount of the debit line items.
 
-        :return: The total amount of the debit journal entries.
+        :return: The total amount of the debit line items.
         """
         return sum([x.amount.data for x in self.debit
                     if x.amount.data is not None])
 
     @property
     def credit_total(self) -> Decimal:
-        """Returns the total amount of the credit journal entries.
+        """Returns the total amount of the credit line items.
 
-        :return: The total amount of the credit journal entries.
+        :return: The total amount of the credit line items.
         """
         return sum([x.amount.data for x in self.credit
                     if x.amount.data is not None])
 
     @property
     def debit_errors(self) -> list[str | LazyString]:
-        """Returns the debit journal entry errors, without the errors in their
+        """Returns the debit line item errors, without the errors in their
         sub-forms.
 
         :return:
@@ -285,7 +285,7 @@ class TransferCurrencyForm(CurrencyForm):
 
     @property
     def credit_errors(self) -> list[str | LazyString]:
-        """Returns the credit journal entry errors, without the errors in their
+        """Returns the credit line item errors, without the errors in their
         sub-forms.
 
         :return:

src/accounting/journal_entry/forms/journal_entry.py

@@ -0,0 +1,593 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/18
+
+#  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 entry forms for the journal entry management.
+
+"""
+import datetime as dt
+import typing as t
+from abc import ABC, abstractmethod
+
+import sqlalchemy as sa
+from flask_babel import LazyString
+from flask_wtf import FlaskForm
+from wtforms import DateField, FieldList, FormField, TextAreaField, \
+    BooleanField
+from wtforms.validators import DataRequired, ValidationError
+
+from accounting import db
+from accounting.locale import lazy_gettext
+from accounting.models import JournalEntry, Account, JournalEntryLineItem, \
+    JournalEntryCurrency
+from accounting.journal_entry.utils.account_option import AccountOption
+from accounting.journal_entry.utils.original_line_items import \
+    get_selectable_original_line_items
+from accounting.journal_entry.utils.description_editor import DescriptionEditor
+from accounting.utils.random_id import new_id
+from accounting.utils.strip_text import strip_multiline_text
+from accounting.utils.user import get_current_user_pk
+from .currency import CurrencyForm, CashReceiptCurrencyForm, \
+    CashDisbursementCurrencyForm, TransferCurrencyForm
+from .line_item import LineItemForm, DebitLineItemForm, CreditLineItemForm
+from .reorder import sort_journal_entries_in
+
+DATE_REQUIRED: DataRequired = DataRequired(
+    lazy_gettext("Please fill in the date."))
+"""The validator to check if the date is empty."""
+
+
+class NotBeforeOriginalLineItems:
+    """The validator to check if the date is not before the
+    original line items."""
+
+    def __call__(self, form: FlaskForm, field: DateField) -> None:
+        assert isinstance(form, JournalEntryForm)
+        if field.data is None:
+            return
+        min_date: dt.date | None = form.min_date
+        if min_date is None:
+            return
+        if field.data < min_date:
+            raise ValidationError(lazy_gettext(
+                "The date cannot be earlier than the original line items."))
+
+
+class NotAfterOffsetItems:
+    """The validator to check if the date is not after the offset items."""
+
+    def __call__(self, form: FlaskForm, field: DateField) -> None:
+        assert isinstance(form, JournalEntryForm)
+        if field.data is None:
+            return
+        max_date: dt.date | None = form.max_date
+        if max_date is None:
+            return
+        if field.data > max_date:
+            raise ValidationError(lazy_gettext(
+                "The date cannot be later than the offset items."))
+
+
+class NeedSomeCurrencies:
+    """The validator to check if there is any currency sub-form."""
+
+    def __call__(self, form: FlaskForm, field: FieldList) -> None:
+        if len(field) == 0:
+            raise ValidationError(lazy_gettext("Please add some currencies."))
+
+
+class CannotDeleteOriginalLineItemsWithOffset:
+    """The validator to check the original line items with offset."""
+
+    def __call__(self, form: FlaskForm, field: FieldList) -> None:
+        assert isinstance(form, JournalEntryForm)
+        if form.obj is None:
+            return
+        existing_matched_original_line_item_id: set[int] \
+            = {x.id for x in form.obj.line_items if len(x.offsets) > 0}
+        line_item_id_in_form: set[int] \
+            = {x.id.data for x in form.line_items if x.id.data is not None}
+        for line_item_id in existing_matched_original_line_item_id:
+            if line_item_id not in line_item_id_in_form:
+                raise ValidationError(lazy_gettext(
+                    "Line items with offset cannot be deleted."))
+
+
+class JournalEntryForm(FlaskForm):
+    """The base form to create or edit a journal entry."""
+    date = DateField()
+    """The date."""
+    currencies = FieldList(FormField(CurrencyForm))
+    """The line items categorized by their currencies."""
+    note = TextAreaField()
+    """The note."""
+
+    def __init__(self, *args, **kwargs):
+        """Constructs a base journal entry form.
+
+        :param args: The arguments.
+        :param kwargs: The keyword arguments.
+        """
+        super().__init__(*args, **kwargs)
+        self.is_modified: bool = False
+        """Whether the journal entry is modified during populate_obj()."""
+        self.collector: t.Type[LineItemCollector] = LineItemCollector
+        """The line item collector.  The default is the base abstract
+        collector only to provide the correct type.  The subclass forms should
+        provide their own collectors."""
+        self.obj: JournalEntry | None = kwargs.get("obj")
+        """The journal entry, when editing an existing one."""
+        self._is_need_payable: bool = False
+        """Whether we need the payable original line items."""
+        self._is_need_receivable: bool = False
+        """Whether we need the receivable original line items."""
+        self.__original_line_item_options: list[JournalEntryLineItem] | None \
+            = None
+        """The options of the original line items."""
+        self.__net_balance_exceeded: dict[int, LazyString] | None = None
+        """The original line items whose net balances were exceeded by the
+        amounts in the line item sub-forms."""
+        for line_item in self.line_items:
+            line_item.journal_entry_form = self
+
+    def populate_obj(self, obj: JournalEntry) -> None:
+        """Populates the form data into a journal entry object.
+
+        :param obj: The journal entry object.
+        :return: None.
+        """
+        is_new: bool = obj.id is None
+        if is_new:
+            obj.id = new_id(JournalEntry)
+        self.date: DateField
+        self.__set_date(obj, self.date.data)
+        obj.note = self.note.data
+
+        collector_cls: t.Type[LineItemCollector] = self.collector
+        collector: collector_cls = collector_cls(self, obj)
+        collector.collect()
+
+        to_delete: set[int] = {x.id for x in obj.line_items
+                               if x.id not in collector.to_keep}
+        if len(to_delete) > 0:
+            JournalEntryLineItem.query\
+                .filter(JournalEntryLineItem.id.in_(to_delete)).delete()
+            self.is_modified = True
+
+        if is_new or db.session.is_modified(obj):
+            self.is_modified = True
+
+        if is_new:
+            current_user_pk: int = get_current_user_pk()
+            obj.created_by_id = current_user_pk
+            obj.updated_by_id = current_user_pk
+
+    @property
+    def line_items(self) -> list[LineItemForm]:
+        """Collects and returns the line item sub-forms.
+
+        :return: The line item sub-forms.
+        """
+        line_items: list[LineItemForm] = []
+        for currency in self.currencies:
+            line_items.extend(currency.line_items)
+        return line_items
+
+    def __set_date(self, obj: JournalEntry, new_date: dt.date) -> None:
+        """Sets the journal entry date and number.
+
+        :param obj: The journal entry object.
+        :param new_date: The new date.
+        :return: None.
+        """
+        if obj.date is None or obj.date != new_date:
+            if obj.date is not None:
+                sort_journal_entries_in(obj.date, obj.id)
+            if self.max_date is not None and new_date == self.max_date:
+                db_min_no: int | None = db.session.scalar(
+                    sa.select(sa.func.min(JournalEntry.no))
+                    .filter(JournalEntry.date == new_date))
+                if db_min_no is None:
+                    obj.date = new_date
+                    obj.no = 1
+                else:
+                    obj.date = new_date
+                    obj.no = db_min_no - 1
+                    sort_journal_entries_in(new_date)
+            else:
+                sort_journal_entries_in(new_date, obj.id)
+                count: int = JournalEntry.query\
+                    .filter(JournalEntry.date == new_date).count()
+                obj.date = new_date
+                obj.no = count + 1
+
+    @property
+    def debit_account_options(self) -> list[AccountOption]:
+        """The selectable debit accounts.
+
+        :return: The selectable debit accounts.
+        """
+        accounts: list[AccountOption] \
+            = [AccountOption(x) for x in Account.selectable_debit()
+               if not (x.code[0] == "2" and x.is_need_offset)]
+        in_use: set[int] = set(db.session.scalars(
+            sa.select(JournalEntryLineItem.account_id)
+            .filter(JournalEntryLineItem.is_debit)
+            .group_by(JournalEntryLineItem.account_id)).all())
+        for account in accounts:
+            account.is_in_use = account.id in in_use
+        return accounts
+
+    @property
+    def credit_account_options(self) -> list[AccountOption]:
+        """The selectable credit accounts.
+
+        :return: The selectable credit accounts.
+        """
+        accounts: list[AccountOption] \
+            = [AccountOption(x) for x in Account.selectable_credit()
+               if not (x.code[0] == "1" and x.is_need_offset)]
+        in_use: set[int] = set(db.session.scalars(
+            sa.select(JournalEntryLineItem.account_id)
+            .filter(sa.not_(JournalEntryLineItem.is_debit))
+            .group_by(JournalEntryLineItem.account_id)).all())
+        for account in accounts:
+            account.is_in_use = account.id in in_use
+        return accounts
+
+    @property
+    def currencies_errors(self) -> list[str | LazyString]:
+        """Returns the currency errors, without the errors in their sub-forms.
+
+        :return: The currency errors, without the errors in their sub-forms.
+        """
+        return [x for x in self.currencies.errors
+                if isinstance(x, str) or isinstance(x, LazyString)]
+
+    @property
+    def description_editor(self) -> DescriptionEditor:
+        """Returns the description editor.
+
+        :return: The description editor.
+        """
+        return DescriptionEditor()
+
+    @property
+    def original_line_item_options(self) -> list[JournalEntryLineItem]:
+        """Returns the selectable original line items.
+
+        :return: The selectable original line items.
+        """
+        if self.__original_line_item_options is None:
+            self.__original_line_item_options \
+                = get_selectable_original_line_items(
+                    {x.id.data for x in self.line_items
+                     if x.id.data is not None},
+                    self._is_need_payable, self._is_need_receivable)
+        return self.__original_line_item_options
+
+    @property
+    def min_date(self) -> dt.date | None:
+        """Returns the minimal available date.
+
+        :return: The minimal available date.
+        """
+        original_line_item_id: set[int] \
+            = {x.original_line_item_id.data for x in self.line_items
+               if x.original_line_item_id.data is not None}
+        if len(original_line_item_id) == 0:
+            return None
+        select: sa.Select = sa.select(sa.func.max(JournalEntry.date))\
+            .join(JournalEntryLineItem)\
+            .filter(JournalEntryLineItem.id.in_(original_line_item_id))
+        return db.session.scalar(select)
+
+    @property
+    def max_date(self) -> dt.date | None:
+        """Returns the maximum available date.
+
+        :return: The maximum available date.
+        """
+        line_item_id: set[int] = {x.id.data for x in self.line_items
+                                  if x.id.data is not None}
+        select: sa.Select = sa.select(sa.func.min(JournalEntry.date))\
+            .join(JournalEntryLineItem)\
+            .filter(JournalEntryLineItem.original_line_item_id
+                    .in_(line_item_id))
+        return db.session.scalar(select)
+
+
+T = t.TypeVar("T", bound=JournalEntryForm)
+"""A journal entry form variant."""
+
+
+class LineItemCollector(t.Generic[T], ABC):
+    """The line item collector."""
+
+    def __init__(self, form: T, obj: JournalEntry):
+        """Constructs the line item collector.
+
+        :param form: The journal entry form.
+        :param obj: The journal entry.
+        """
+        self.form: T = form
+        """The journal entry form."""
+        self.__obj: JournalEntry = obj
+        """The journal entry object."""
+        self.__line_items: list[JournalEntryLineItem] = list(obj.line_items)
+        """The existing line items."""
+        self.__line_items_by_id: dict[int, JournalEntryLineItem] \
+            = {x.id: x for x in self.__line_items}
+        """A dictionary from the line item ID to their line items."""
+        self.__no_by_id: dict[int, int] \
+            = {x.id: x.no for x in self.__line_items}
+        """A dictionary from the line item number to their line items."""
+        self.__currencies: list[JournalEntryCurrency] = obj.currencies
+        """The currencies in the journal entry."""
+        self._debit_no: int = 1
+        """The number index for the debit line items."""
+        self._credit_no: int = 1
+        """The number index for the credit line items."""
+        self.to_keep: set[int] = set()
+        """The ID of the existing line items to keep."""
+
+    @abstractmethod
+    def collect(self) -> set[int]:
+        """Collects the line items.
+
+        :return: The ID of the line items to keep.
+        """
+
+    def _add_line_item(self, form: LineItemForm, currency_code: str, no: int) \
+            -> None:
+        """Composes a line item from the form.
+
+        :param form: The line item form.
+        :param currency_code: The code of the currency.
+        :param no: The number of the line item.
+        :return: None.
+        """
+        line_item: JournalEntryLineItem | None \
+            = self.__line_items_by_id.get(form.id.data)
+        if line_item is not None:
+            line_item.currency_code = currency_code
+            form.populate_obj(line_item)
+            line_item.no = no
+            if db.session.is_modified(line_item):
+                self.form.is_modified = True
+        else:
+            line_item = JournalEntryLineItem()
+            line_item.currency_code = currency_code
+            form.populate_obj(line_item)
+            line_item.no = no
+            self.__obj.line_items.append(line_item)
+            self.form.is_modified = True
+        self.to_keep.add(line_item.id)
+
+    def _make_cash_line_item(self, forms: list[LineItemForm], is_debit: bool,
+                             currency_code: str, no: int) -> None:
+        """Composes the cash line item at the other debit or credit of the
+        cash journal entry.
+
+        :param forms: The line item forms in the same currency.
+        :param is_debit: True for a cash receipt journal entry, or False for a
+            cash disbursement journal entry.
+        :param currency_code: The code of the currency.
+        :param no: The number of the line item.
+        :return: None.
+        """
+        candidates: list[JournalEntryLineItem] \
+            = [x for x in self.__line_items
+               if x.is_debit == is_debit and x.currency_code == currency_code]
+        line_item: JournalEntryLineItem
+        if len(candidates) > 0:
+            candidates.sort(key=lambda x: x.no)
+            line_item = candidates[0]
+            line_item.account_id = Account.cash().id
+            line_item.description = None
+            line_item.amount = sum([x.amount.data for x in forms])
+            line_item.no = no
+            if db.session.is_modified(line_item):
+                self.form.is_modified = True
+        else:
+            line_item = JournalEntryLineItem()
+            line_item.id = new_id(JournalEntryLineItem)
+            line_item.is_debit = is_debit
+            line_item.currency_code = currency_code
+            line_item.account_id = Account.cash().id
+            line_item.description = None
+            line_item.amount = sum([x.amount.data for x in forms])
+            line_item.no = no
+            self.__obj.line_items.append(line_item)
+            self.form.is_modified = True
+        self.to_keep.add(line_item.id)
+
+    def _sort_line_item_forms(self, forms: list[LineItemForm]) -> None:
+        """Sorts the line item sub-forms.
+
+        :param forms: The line item sub-forms.
+        :return: None.
+        """
+        missing_no: int = 100 if len(self.__no_by_id) == 0 \
+            else max(self.__no_by_id.values()) + 100
+        ord_by_form: dict[LineItemForm, int] \
+            = {forms[i]: i for i in range(len(forms))}
+        recv_no: set[int] = {x.no.data for x in forms if x.no.data is not None}
+        missing_recv_no: int = 100 if len(recv_no) == 0 else max(recv_no) + 100
+        forms.sort(key=lambda x: (x.no.data or missing_recv_no,
+                                  missing_no if x.id.data is None else
+                                  self.__no_by_id.get(x.id.data, missing_no),
+                                  ord_by_form.get(x)))
+
+    def _sort_currency_forms(self, forms: list[CurrencyForm]) -> None:
+        """Sorts the currency forms.
+
+        :param forms: The currency forms.
+        :return: None.
+        """
+        missing_no: int = len(self.__currencies) + 100
+        no_by_code: dict[str, int] = {self.__currencies[i].code: i
+                                      for i in range(len(self.__currencies))}
+        ord_by_form: dict[CurrencyForm, int] \
+            = {forms[i]: i for i in range(len(forms))}
+        recv_no: set[int] = {x.no.data for x in forms if x.no.data is not None}
+        missing_recv_no: int = 100 if len(recv_no) == 0 else max(recv_no) + 100
+        forms.sort(key=lambda x: (x.no.data or missing_recv_no,
+                                  no_by_code.get(x.code.data, missing_no),
+                                  ord_by_form.get(x)))
+
+
+class CashReceiptJournalEntryForm(JournalEntryForm):
+    """The form to create or edit a cash receipt journal entry."""
+    date = DateField(
+        validators=[DATE_REQUIRED,
+                    NotBeforeOriginalLineItems(),
+                    NotAfterOffsetItems()])
+    """The date."""
+    currencies = FieldList(FormField(CashReceiptCurrencyForm), name="currency",
+                           validators=[NeedSomeCurrencies()])
+    """The line items categorized by their currencies."""
+    note = TextAreaField(filters=[strip_multiline_text])
+    """The note."""
+    whole_form = BooleanField(
+        validators=[CannotDeleteOriginalLineItemsWithOffset()])
+    """The pseudo field for the whole form validators."""
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self._is_need_receivable = True
+
+        class Collector(LineItemCollector[CashReceiptJournalEntryForm]):
+            """The line item collector for the cash receipt journal entries."""
+
+            def collect(self) -> None:
+                currencies: list[CashReceiptCurrencyForm] \
+                    = [x.form for x in self.form.currencies]
+                self._sort_currency_forms(currencies)
+                for currency in currencies:
+                    # The debit cash line item
+                    self._make_cash_line_item(list(currency.credit), True,
+                                              currency.code.data,
+                                              self._debit_no)
+                    self._debit_no = self._debit_no + 1
+
+                    # The credit forms
+                    credit_forms: list[CreditLineItemForm] \
+                        = [x.form for x in currency.credit]
+                    self._sort_line_item_forms(credit_forms)
+                    for credit_form in credit_forms:
+                        self._add_line_item(credit_form, currency.code.data,
+                                            self._credit_no)
+                        self._credit_no = self._credit_no + 1
+
+        self.collector = Collector
+
+
+class CashDisbursementJournalEntryForm(JournalEntryForm):
+    """The form to create or edit a cash disbursement journal entry."""
+    date = DateField(
+        validators=[DATE_REQUIRED,
+                    NotBeforeOriginalLineItems(),
+                    NotAfterOffsetItems()])
+    """The date."""
+    currencies = FieldList(FormField(CashDisbursementCurrencyForm),
+                           name="currency",
+                           validators=[NeedSomeCurrencies()])
+    """The line items categorized by their currencies."""
+    note = TextAreaField(filters=[strip_multiline_text])
+    """The note."""
+    whole_form = BooleanField(
+        validators=[CannotDeleteOriginalLineItemsWithOffset()])
+    """The pseudo field for the whole form validators."""
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self._is_need_payable = True
+
+        class Collector(LineItemCollector[CashDisbursementJournalEntryForm]):
+            """The line item collector for the cash disbursement journal
+            entries."""
+
+            def collect(self) -> None:
+                currencies: list[CashDisbursementCurrencyForm] \
+                    = [x.form for x in self.form.currencies]
+                self._sort_currency_forms(currencies)
+                for currency in currencies:
+                    # The debit forms
+                    debit_forms: list[DebitLineItemForm] \
+                        = [x.form for x in currency.debit]
+                    self._sort_line_item_forms(debit_forms)
+                    for debit_form in debit_forms:
+                        self._add_line_item(debit_form, currency.code.data,
+                                            self._debit_no)
+                        self._debit_no = self._debit_no + 1
+
+                    # The credit forms
+                    self._make_cash_line_item(list(currency.debit), False,
+                                              currency.code.data,
+                                              self._credit_no)
+                    self._credit_no = self._credit_no + 1
+
+        self.collector = Collector
+
+
+class TransferJournalEntryForm(JournalEntryForm):
+    """The form to create or edit a transfer journal entry."""
+    date = DateField(
+        validators=[DATE_REQUIRED,
+                    NotBeforeOriginalLineItems(),
+                    NotAfterOffsetItems()])
+    """The date."""
+    currencies = FieldList(FormField(TransferCurrencyForm), name="currency",
+                           validators=[NeedSomeCurrencies()])
+    """The line items categorized by their currencies."""
+    note = TextAreaField(filters=[strip_multiline_text])
+    """The note."""
+    whole_form = BooleanField(
+        validators=[CannotDeleteOriginalLineItemsWithOffset()])
+    """The pseudo field for the whole form validators."""
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self._is_need_payable = True
+        self._is_need_receivable = True
+
+        class Collector(LineItemCollector[TransferJournalEntryForm]):
+            """The line item collector for the transfer journal entries."""
+
+            def collect(self) -> None:
+                currencies: list[TransferCurrencyForm] \
+                    = [x.form for x in self.form.currencies]
+                self._sort_currency_forms(currencies)
+                for currency in currencies:
+                    # The debit forms
+                    debit_forms: list[DebitLineItemForm] \
+                        = [x.form for x in currency.debit]
+                    self._sort_line_item_forms(debit_forms)
+                    for debit_form in debit_forms:
+                        self._add_line_item(debit_form, currency.code.data,
+                                            self._debit_no)
+                        self._debit_no = self._debit_no + 1
+
+                    # The credit forms
+                    credit_forms: list[CreditLineItemForm] \
+                        = [x.form for x in currency.credit]
+                    self._sort_line_item_forms(credit_forms)
+                    for credit_form in credit_forms:
+                        self._add_line_item(credit_form, currency.code.data,
+                                            self._credit_no)
+                        self._credit_no = self._credit_no + 1
+
+        self.collector = Collector

src/accounting/journal_entry/forms/line_item.py

@@ -0,0 +1,499 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/10
+
+#  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 line item sub-forms for the journal entry management.
+
+"""
+from datetime import date
+from decimal import Decimal
+
+import sqlalchemy as sa
+from flask_babel import LazyString
+from flask_wtf import FlaskForm
+from sqlalchemy.orm import selectinload
+from wtforms import StringField, ValidationError, DecimalField, IntegerField
+from wtforms.validators import Optional
+
+from accounting import db
+from accounting.forms import ACCOUNT_REQUIRED, AccountExists, IsDebitAccount, \
+    IsCreditAccount
+from accounting.locale import lazy_gettext
+from accounting.models import Account, JournalEntryLineItem
+from accounting.template_filters import format_amount
+from accounting.utils.cast import be
+from accounting.utils.random_id import new_id
+from accounting.utils.strip_text import strip_text
+from accounting.utils.user import get_current_user_pk
+
+
+class OriginalLineItemExists:
+    """The validator to check if the original line item exists."""
+
+    def __call__(self, form: FlaskForm, field: IntegerField) -> None:
+        if field.data is None:
+            return
+        if db.session.get(JournalEntryLineItem, field.data) is None:
+            raise ValidationError(lazy_gettext(
+                "The original line item does not exist."))
+
+
+class OriginalLineItemOppositeDebitCredit:
+    """The validator to check if the original line item is on the opposite
+    debit or credit."""
+
+    def __call__(self, form: FlaskForm, field: IntegerField) -> None:
+        if field.data is None:
+            return
+        original_line_item: JournalEntryLineItem | None \
+            = db.session.get(JournalEntryLineItem, field.data)
+        if original_line_item is None:
+            return
+        if isinstance(form, CreditLineItemForm) \
+                and original_line_item.is_debit:
+            return
+        if isinstance(form, DebitLineItemForm) \
+                and not original_line_item.is_debit:
+            return
+        raise ValidationError(lazy_gettext(
+            "The original line item is on the same debit or credit."))
+
+
+class OriginalLineItemNeedOffset:
+    """The validator to check if the original line item needs offset."""
+
+    def __call__(self, form: FlaskForm, field: IntegerField) -> None:
+        if field.data is None:
+            return
+        original_line_item: JournalEntryLineItem | None \
+            = db.session.get(JournalEntryLineItem, field.data)
+        if original_line_item is None:
+            return
+        if not original_line_item.account.is_need_offset:
+            raise ValidationError(lazy_gettext(
+                "The original line item does not need offset."))
+
+
+class OriginalLineItemNotOffset:
+    """The validator to check if the original line item is not itself an
+    offset item."""
+
+    def __call__(self, form: FlaskForm, field: IntegerField) -> None:
+        if field.data is None:
+            return
+        original_line_item: JournalEntryLineItem | None \
+            = db.session.get(JournalEntryLineItem, field.data)
+        if original_line_item is None:
+            return
+        if original_line_item.original_line_item_id is not None:
+            raise ValidationError(lazy_gettext(
+                "The original line item cannot be an offset item."))
+
+
+class SameAccountAsOriginalLineItem:
+    """The validator to check if the account is the same as the
+    original line item."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        assert isinstance(form, LineItemForm)
+        if field.data is None or form.original_line_item_id.data is None:
+            return
+        original_line_item: JournalEntryLineItem | None \
+            = db.session.get(JournalEntryLineItem,
+                             form.original_line_item_id.data)
+        if original_line_item is None:
+            return
+        if field.data != original_line_item.account_code:
+            raise ValidationError(lazy_gettext(
+                "The account must be the same as the original line item."))
+
+
+class KeepAccountWhenHavingOffset:
+    """The validator to check if the account is the same when having offset."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        assert isinstance(form, LineItemForm)
+        if field.data is None or form.id.data is None:
+            return
+        line_item: JournalEntryLineItem | None = db.session\
+            .query(JournalEntryLineItem)\
+            .filter(JournalEntryLineItem.id == form.id.data)\
+            .options(selectinload(JournalEntryLineItem.offsets)).first()
+        if line_item is None or len(line_item.offsets) == 0:
+            return
+        if field.data != line_item.account_code:
+            raise ValidationError(lazy_gettext(
+                "The account must not be changed when there is offset."))
+
+
+class NotStartPayableFromDebit:
+    """The validator to check that a payable line item does not start from
+    debit."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        assert isinstance(form, DebitLineItemForm)
+        if field.data is None \
+                or field.data[0] != "2" \
+                or form.original_line_item_id.data is not None:
+            return
+        account: Account | None = Account.find_by_code(field.data)
+        if account is not None and account.is_need_offset:
+            raise ValidationError(lazy_gettext(
+                "A payable line item cannot start from debit."))
+
+
+class NotStartReceivableFromCredit:
+    """The validator to check that a receivable line item does not start
+    from credit."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        assert isinstance(form, CreditLineItemForm)
+        if field.data is None \
+                or field.data[0] != "1" \
+                or form.original_line_item_id.data is not None:
+            return
+        account: Account | None = Account.find_by_code(field.data)
+        if account is not None and account.is_need_offset:
+            raise ValidationError(lazy_gettext(
+                "A receivable line item cannot start from credit."))
+
+
+class PositiveAmount:
+    """The validator to check if the amount is positive."""
+
+    def __call__(self, form: FlaskForm, field: DecimalField) -> None:
+        if field.data is None:
+            return
+        if field.data <= 0:
+            raise ValidationError(lazy_gettext(
+                "Please fill in a positive amount."))
+
+
+class NotExceedingOriginalLineItemNetBalance:
+    """The validator to check if the amount exceeds the net balance of the
+    original line item."""
+
+    def __call__(self, form: FlaskForm, field: DecimalField) -> None:
+        assert isinstance(form, LineItemForm)
+        if field.data is None or form.original_line_item_id.data is None:
+            return
+        original_line_item: JournalEntryLineItem | None \
+            = db.session.get(JournalEntryLineItem,
+                             form.original_line_item_id.data)
+        if original_line_item is None:
+            return
+        is_debit: bool = isinstance(form, DebitLineItemForm)
+        existing_line_item_id: set[int] = set()
+        if form.journal_entry_form.obj is not None:
+            existing_line_item_id \
+                = {x.id for x in form.journal_entry_form.obj.line_items}
+        offset_total_func: sa.Function = sa.func.sum(sa.case(
+            (be(JournalEntryLineItem.is_debit == is_debit),
+             JournalEntryLineItem.amount),
+            else_=-JournalEntryLineItem.amount))
+        offset_total_but_form: Decimal | None = db.session.scalar(
+            sa.select(offset_total_func)
+            .filter(be(JournalEntryLineItem.original_line_item_id
+                       == original_line_item.id),
+                    JournalEntryLineItem.id.not_in(existing_line_item_id)))
+        if offset_total_but_form is None:
+            offset_total_but_form = Decimal("0")
+        offset_total_on_form: Decimal = sum(
+            [x.amount.data for x in form.journal_entry_form.line_items
+             if x.original_line_item_id.data == original_line_item.id
+             and x.amount != field and x.amount.data is not None])
+        net_balance: Decimal = original_line_item.amount \
+            - offset_total_but_form - offset_total_on_form
+        if field.data > net_balance:
+            raise ValidationError(lazy_gettext(
+                "The amount must not exceed the net balance %(balance)s of the"
+                " original line item.", balance=format_amount(net_balance)))
+
+
+class NotLessThanOffsetTotal:
+    """The validator to check if the amount is less than the offset total."""
+
+    def __call__(self, form: FlaskForm, field: DecimalField) -> None:
+        assert isinstance(form, LineItemForm)
+        if field.data is None or form.id.data is None:
+            return
+        is_debit: bool = isinstance(form, DebitLineItemForm)
+        select_offset_total: sa.Select = sa.select(sa.func.sum(sa.case(
+            (JournalEntryLineItem.is_debit != is_debit,
+             JournalEntryLineItem.amount),
+            else_=-JournalEntryLineItem.amount)))\
+            .filter(be(JournalEntryLineItem.original_line_item_id
+                       == form.id.data))
+        offset_total: Decimal | None = db.session.scalar(select_offset_total)
+        if offset_total is not None and field.data < offset_total:
+            raise ValidationError(lazy_gettext(
+                "The amount must not be less than the offset total %(total)s.",
+                total=format_amount(offset_total)))
+
+
+class LineItemForm(FlaskForm):
+    """The base form to create or edit a line item."""
+    id = IntegerField()
+    """The existing line item ID."""
+    no = IntegerField()
+    """The order in the currency."""
+    original_line_item_id = IntegerField()
+    """The Id of the original line item."""
+    account_code = StringField()
+    """The account code."""
+    description = StringField()
+    """The description."""
+    amount = DecimalField()
+    """The amount."""
+
+    def __init__(self, *args, **kwargs):
+        """Constructs a base line item form.
+
+        :param args: The arguments.
+        :param kwargs: The keyword arguments.
+        """
+        super().__init__(*args, **kwargs)
+        from .journal_entry import JournalEntryForm
+        self.journal_entry_form: JournalEntryForm | None = None
+        """The source journal entry form."""
+
+    @property
+    def account_text(self) -> str:
+        """Returns the text representation of the account.
+
+        :return: The text representation of the account.
+        """
+        if self.account_code.data is None:
+            return ""
+        account: Account | None = Account.find_by_code(self.account_code.data)
+        if account is None:
+            return ""
+        return str(account)
+
+    @property
+    def __original_line_item(self) -> JournalEntryLineItem | None:
+        """Returns the original line item.
+
+        :return: The original line item.
+        """
+        if not hasattr(self, "____original_line_item"):
+            def get_line_item() -> JournalEntryLineItem | None:
+                if self.original_line_item_id.data is None:
+                    return None
+                return db.session.get(JournalEntryLineItem,
+                                      self.original_line_item_id.data)
+            setattr(self, "____original_line_item", get_line_item())
+        return getattr(self, "____original_line_item")
+
+    @property
+    def original_line_item_date(self) -> date | None:
+        """Returns the text representation of the original line item.
+
+        :return: The text representation of the original line item.
+        """
+        return None if self.__original_line_item is None \
+            else self.__original_line_item.journal_entry.date
+
+    @property
+    def original_line_item_text(self) -> str | None:
+        """Returns the text representation of the original line item.
+
+        :return: The text representation of the original line item.
+        """
+        return None if self.__original_line_item is None \
+            else str(self.__original_line_item)
+
+    @property
+    def is_need_offset(self) -> bool:
+        """Returns whether the line item needs offset.
+
+        :return: True if the line item needs offset, or False otherwise.
+        """
+        if self.account_code.data is None:
+            return False
+        if self.account_code.data[0] == "1":
+            if isinstance(self, CreditLineItemForm):
+                return False
+        elif self.account_code.data[0] == "2":
+            if isinstance(self, DebitLineItemForm):
+                return False
+        else:
+            return False
+        account: Account | None = Account.find_by_code(self.account_code.data)
+        return account is not None and account.is_need_offset
+
+    @property
+    def offsets(self) -> list[JournalEntryLineItem]:
+        """Returns the offsets.
+
+        :return: The offsets.
+        """
+        if not hasattr(self, "__offsets"):
+            def get_offsets() -> list[JournalEntryLineItem]:
+                if not self.is_need_offset or self.id.data is None:
+                    return []
+                return JournalEntryLineItem.query\
+                    .filter(JournalEntryLineItem.original_line_item_id
+                            == self.id.data)\
+                    .options(selectinload(JournalEntryLineItem.journal_entry),
+                             selectinload(JournalEntryLineItem.account),
+                             selectinload(JournalEntryLineItem.offsets)
+                             .selectinload(
+                                 JournalEntryLineItem.journal_entry)).all()
+            setattr(self, "__offsets", get_offsets())
+        return getattr(self, "__offsets")
+
+    @property
+    def offset_total(self) -> Decimal | None:
+        """Returns the total amount of the offsets.
+
+        :return: The total amount of the offsets.
+        """
+        if not hasattr(self, "__offset_total"):
+            def get_offset_total():
+                if not self.is_need_offset or self.id.data is None:
+                    return None
+                is_debit: bool = isinstance(self, DebitLineItemForm)
+                return sum([x.amount if x.is_debit != is_debit else -x.amount
+                            for x in self.offsets])
+            setattr(self, "__offset_total", get_offset_total())
+        return getattr(self, "__offset_total")
+
+    @property
+    def net_balance(self) -> Decimal | None:
+        """Returns the net balance.
+
+        :return: The net balance.
+        """
+        if not self.is_need_offset or self.id.data is None \
+                or self.amount.data is None:
+            return None
+        return self.amount.data - self.offset_total
+
+    @property
+    def all_errors(self) -> list[str | LazyString]:
+        """Returns all the errors of the form.
+
+        :return: All the errors of the form.
+        """
+        all_errors: list[str | LazyString] = []
+        for key in self.errors:
+            if key != "csrf_token":
+                all_errors.extend(self.errors[key])
+        return all_errors
+
+
+class DebitLineItemForm(LineItemForm):
+    """The form to create or edit a debit line item."""
+    id = IntegerField()
+    """The existing line item ID."""
+    no = IntegerField()
+    """The order in the currency."""
+    original_line_item_id = IntegerField(
+        validators=[Optional(),
+                    OriginalLineItemExists(),
+                    OriginalLineItemOppositeDebitCredit(),
+                    OriginalLineItemNeedOffset(),
+                    OriginalLineItemNotOffset()])
+    """The ID of the original line item."""
+    account_code = StringField(
+        filters=[strip_text],
+        validators=[
+            ACCOUNT_REQUIRED,
+            AccountExists(),
+            IsDebitAccount(lazy_gettext(
+                "This account is not for debit line items.")),
+            SameAccountAsOriginalLineItem(),
+            KeepAccountWhenHavingOffset(),
+            NotStartPayableFromDebit()])
+    """The account code."""
+    description = StringField(filters=[strip_text])
+    """The description."""
+    amount = DecimalField(
+        validators=[PositiveAmount(),
+                    NotExceedingOriginalLineItemNetBalance(),
+                    NotLessThanOffsetTotal()])
+    """The amount."""
+
+    def populate_obj(self, obj: JournalEntryLineItem) -> None:
+        """Populates the form data into a line item object.
+
+        :param obj: The line item object.
+        :return: None.
+        """
+        is_new: bool = obj.id is None
+        if is_new:
+            obj.id = new_id(JournalEntryLineItem)
+        obj.original_line_item_id = self.original_line_item_id.data
+        obj.account_id = Account.find_by_code(self.account_code.data).id
+        obj.description = self.description.data
+        obj.is_debit = True
+        obj.amount = self.amount.data
+        if is_new:
+            current_user_pk: int = get_current_user_pk()
+            obj.created_by_id = current_user_pk
+            obj.updated_by_id = current_user_pk
+
+
+class CreditLineItemForm(LineItemForm):
+    """The form to create or edit a credit line item."""
+    id = IntegerField()
+    """The existing line item ID."""
+    no = IntegerField()
+    """The order in the currency."""
+    original_line_item_id = IntegerField(
+        validators=[Optional(),
+                    OriginalLineItemExists(),
+                    OriginalLineItemOppositeDebitCredit(),
+                    OriginalLineItemNeedOffset(),
+                    OriginalLineItemNotOffset()])
+    """The ID of the original line item."""
+    account_code = StringField(
+        filters=[strip_text],
+        validators=[
+            ACCOUNT_REQUIRED,
+            AccountExists(),
+            IsCreditAccount(lazy_gettext(
+                "This account is not for credit line items.")),
+            SameAccountAsOriginalLineItem(),
+            KeepAccountWhenHavingOffset(),
+            NotStartReceivableFromCredit()])
+    """The account code."""
+    description = StringField(filters=[strip_text])
+    """The description."""
+    amount = DecimalField(
+        validators=[PositiveAmount(),
+                    NotExceedingOriginalLineItemNetBalance(),
+                    NotLessThanOffsetTotal()])
+    """The amount."""
+
+    def populate_obj(self, obj: JournalEntryLineItem) -> None:
+        """Populates the form data into a line item object.
+
+        :param obj: The line item object.
+        :return: None.
+        """
+        is_new: bool = obj.id is None
+        if is_new:
+            obj.id = new_id(JournalEntryLineItem)
+        obj.original_line_item_id = self.original_line_item_id.data
+        obj.account_id = Account.find_by_code(self.account_code.data).id
+        obj.description = self.description.data
+        obj.is_debit = False
+        obj.amount = self.amount.data
+        if is_new:
+            current_user_pk: int = get_current_user_pk()
+            obj.created_by_id = current_user_pk
+            obj.updated_by_id = current_user_pk

src/accounting/journal_entry/forms/reorder.py

@@ -0,0 +1,95 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/10
+
+#  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 reorder forms for the journal entry management.
+
+"""
+from datetime import date
+
+import sqlalchemy as sa
+from flask import request
+
+from accounting import db
+from accounting.models import JournalEntry
+
+
+def sort_journal_entries_in(journal_entry_date: date,
+                            exclude: int | None = None) -> None:
+    """Sorts the journal entries under a date after changing the date or
+    deleting a journal entry.
+
+    :param journal_entry_date: The date of the journal entry.
+    :param exclude: The journal entry ID to exclude.
+    :return: None.
+    """
+    conditions: list[sa.BinaryExpression] \
+        = [JournalEntry.date == journal_entry_date]
+    if exclude is not None:
+        conditions.append(JournalEntry.id != exclude)
+    journal_entries: list[JournalEntry] = JournalEntry.query\
+        .filter(*conditions)\
+        .order_by(JournalEntry.no).all()
+    for i in range(len(journal_entries)):
+        if journal_entries[i].no != i + 1:
+            journal_entries[i].no = i + 1
+
+
+class JournalEntryReorderForm:
+    """The form to reorder the journal entries."""
+
+    def __init__(self, journal_entry_date: date):
+        """Constructs the form to reorder the journal entries in a day.
+
+        :param journal_entry_date: The date.
+        """
+        self.date: date = journal_entry_date
+        self.is_modified: bool = False
+
+    def save_order(self) -> None:
+        """Saves the order of the account.
+
+        :return:
+        """
+        journal_entries: list[JournalEntry] = JournalEntry.query\
+            .filter(JournalEntry.date == self.date).all()
+
+        # Collects the specified order.
+        orders: dict[JournalEntry, int] = {}
+        for journal_entry in journal_entries:
+            if f"{journal_entry.id}-no" in request.form:
+                try:
+                    orders[journal_entry] \
+                        = int(request.form[f"{journal_entry.id}-no"])
+                except ValueError:
+                    pass
+
+        # Missing and invalid orders are appended to the end.
+        missing: list[JournalEntry] \
+            = [x for x in journal_entries if x not in orders]
+        if len(missing) > 0:
+            next_no: int = 1 if len(orders) == 0 else max(orders.values()) + 1
+            for journal_entry in missing:
+                orders[journal_entry] = next_no
+
+        # Sort by the specified order first, and their original order.
+        journal_entries.sort(key=lambda x: (orders[x], x.no))
+
+        # Update the orders.
+        with db.session.no_autoflush:
+            for i in range(len(journal_entries)):
+                if journal_entries[i].no != i + 1:
+                    journal_entries[i].no = i + 1
+                    self.is_modified = True

src/accounting/journal_entry/template_filters.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 template filters for the transaction management.
+"""The template filters for the journal entry management.
 
 """
 from decimal import Decimal
@@ -26,10 +26,10 @@ from flask import request
 
 
 def with_type(uri: str) -> str:
-    """Adds the transaction type to the URI, if it is specified.
+    """Adds the journal entry type to the URI, if it is specified.
 
     :param uri: The URI.
-    :return: The result URL, optionally with the transaction type added.
+    :return: The result URL, optionally with the journal entry type added.
     """
     if "as" not in request.args:
         return uri
@@ -43,10 +43,10 @@ def with_type(uri: str) -> str:
 
 
 def to_transfer(uri: str) -> str:
-    """Adds the transfer transaction type to the URI.
+    """Adds the transfer journal entry type to the URI.
 
     :param uri: The URI.
-    :return: The result URL, with the transfer transaction type added.
+    :return: The result URL, with the transfer journal entry type added.
     """
     uri_p: ParseResult = urlparse(uri)
     params: list[tuple[str, str]] = parse_qsl(uri_p.query)

src/accounting/journal_entry/utils/__init__.py

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

src/accounting/journal_entry/utils/account_option.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 option for the transaction management.
+"""The account option for the journal entry management.
 
 """
 from accounting.models import Account

src/accounting/journal_entry/utils/description_editor.py

@@ -14,22 +14,24 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The summary editor.
+"""The description editor.
 
 """
+import re
 import typing as t
 
 import sqlalchemy as sa
 
 from accounting import db
-from accounting.models import Account, JournalEntry
+from accounting.models import Account, JournalEntryLineItem
+from accounting.utils.options import options, Recurring
 
 
-class SummaryAccount:
+class DescriptionAccount:
-    """An account for a summary tag."""
+    """An account for a description tag."""
 
     def __init__(self, account: Account, freq: int):
-        """Constructs an account for a summary tag.
+        """Constructs an account for a description tag.
 
         :param account: The account.
         :param freq: The frequency of the tag with the account.
@@ -59,17 +61,17 @@ class SummaryAccount:
         self.freq = self.freq + freq
 
 
-class SummaryTag:
+class DescriptionTag:
-    """A summary tag."""
+    """A description tag."""
 
     def __init__(self, name: str):
-        """Constructs a summary tag.
+        """Constructs a description tag.
 
         :param name: The tag name.
         """
         self.name: str = name
         """The tag name."""
-        self.__account_dict: dict[int, SummaryAccount] = {}
+        self.__account_dict: dict[int, DescriptionAccount] = {}
         """The accounts that come with the tag, in the order of their
         frequency."""
         self.freq: int = 0
@@ -89,11 +91,11 @@ class SummaryTag:
         :param freq: The frequency of the tag name with the account.
         :return: None.
         """
-        self.__account_dict[account.id] = SummaryAccount(account, freq)
+        self.__account_dict[account.id] = DescriptionAccount(account, freq)
         self.freq = self.freq + freq
 
     @property
-    def accounts(self) -> list[SummaryAccount]:
+    def accounts(self) -> list[DescriptionAccount]:
         """Returns the accounts by the order of their frequencies.
 
         :return: The accounts by the order of their frequencies.
@@ -109,17 +111,17 @@ class SummaryTag:
         return [x.code for x in self.accounts]
 
 
-class SummaryType:
+class DescriptionType:
-    """A summary type"""
+    """A description type"""
 
     def __init__(self, type_id: t.Literal["general", "travel", "bus"]):
-        """Constructs a summary type.
+        """Constructs a description type.
 
         :param type_id: The type ID, either "general", "travel", or "bus".
         """
         self.id: t.Literal["general", "travel", "bus"] = type_id
         """The type ID."""
-        self.__tag_dict: dict[str, SummaryTag] = {}
+        self.__tag_dict: dict[str, DescriptionTag] = {}
         """A dictionary from the tag name to their corresponding tag."""
 
     def add_tag(self, name: str, account: Account, freq: int) -> None:
@@ -131,11 +133,11 @@ class SummaryType:
         :return: None.
         """
         if name not in self.__tag_dict:
-            self.__tag_dict[name] = SummaryTag(name)
+            self.__tag_dict[name] = DescriptionTag(name)
         self.__tag_dict[name].add_account(account, freq)
 
     @property
-    def tags(self) -> list[SummaryTag]:
+    def tags(self) -> list[DescriptionTag]:
         """Returns the tags by the order of their frequencies.
 
         :return: The tags by the order of their frequencies.
@@ -143,26 +145,51 @@ class SummaryType:
         return sorted(self.__tag_dict.values(), key=lambda x: -x.freq)
 
 
-class SummaryEntryType:
+class DescriptionRecurring:
-    """A summary type"""
+    """A recurring transaction."""
 
-    def __init__(self, entry_type_id: t.Literal["debit", "credit"]):
+    def __init__(self, name: str, account: Account, description_template: str):
-        """Constructs a summary entry type.
+        """Constructs a recurring transaction.
 
-        :param entry_type_id: The entry type ID, either "debit" or "credit".
+        :param name: The name.
+        :param description_template: The description template.
+        :param account: The account.
         """
-        self.type: t.Literal["debit", "credit"] = entry_type_id
+        self.name: str = name
-        """The entry type."""
+        self.account: DescriptionAccount = DescriptionAccount(account, 0)
-        self.general: SummaryType = SummaryType("general")
+        self.description_template: str = description_template
+
+    @property
+    def account_codes(self) -> list[str]:
+        """Returns the account codes by the order of their frequencies.
+
+        :return: The account codes by the order of their frequencies.
+        """
+        return [self.account.code]
+
+
+class DescriptionDebitCredit:
+    """The description on debit or credit."""
+
+    def __init__(self, debit_credit: t.Literal["debit", "credit"]):
+        """Constructs the description on debit or credit.
+
+        :param debit_credit: Either "debit" or "credit".
+        """
+        self.debit_credit: t.Literal["debit", "credit"] = debit_credit
+        """Either debit or credit."""
+        self.general: DescriptionType = DescriptionType("general")
         """The general tags."""
-        self.travel: SummaryType = SummaryType("travel")
+        self.travel: DescriptionType = DescriptionType("travel")
         """The travel tags."""
-        self.bus: SummaryType = SummaryType("bus")
+        self.bus: DescriptionType = DescriptionType("bus")
         """The bus tags."""
         self.__type_dict: dict[t.Literal["general", "travel", "bus"],
-                               SummaryType] \
+                               DescriptionType] \
             = {x.id: x for x in {self.general, self.travel, self.bus}}
         """A dictionary from the type ID to the corresponding tags."""
+        self.recurring: list[DescriptionRecurring] = []
+        """The recurring transactions."""
 
     def add_tag(self, tag_type: t.Literal["general", "travel", "bus"],
                 name: str, account: Account, freq: int) -> None:
@@ -177,13 +204,13 @@ class SummaryEntryType:
         self.__type_dict[tag_type].add_tag(name, account, freq)
 
     @property
-    def accounts(self) -> list[SummaryAccount]:
+    def accounts(self) -> list[DescriptionAccount]:
-        """Returns the suggested accounts of all tags in the summary editor in
+        """Returns the suggested accounts of all tags in the description editor
-        the entry type, in their frequency order.
+        in debit or credit, in their frequency order.
 
         :return: The suggested accounts of all tags, in their frequency order.
         """
-        accounts: dict[int, SummaryAccount] = {}
+        accounts: dict[int, DescriptionAccount] = {}
         freq: dict[int, int] = {}
         for tag_type in self.__type_dict.values():
             for tag in tag_type.tags:
@@ -193,44 +220,105 @@ class SummaryEntryType:
                         freq[account.id] = 0
                     freq[account.id] \
                         = freq[account.id] + account.freq
+        for recurring in self.recurring:
+            accounts[recurring.account.id] = recurring.account
+            if recurring.account.id not in freq:
+                freq[recurring.account.id] = 0
         return [accounts[y] for y in sorted(freq.keys(),
                                             key=lambda x: -freq[x])]
 
 
-class SummaryEditor:
+class DescriptionEditor:
-    """The summary editor."""
+    """The description editor."""
 
     def __init__(self):
-        """Constructs the summary editor."""
+        """Constructs the description editor."""
-        self.debit: SummaryEntryType = SummaryEntryType("debit")
+        self.debit: DescriptionDebitCredit = DescriptionDebitCredit("debit")
         """The debit tags."""
-        self.credit: SummaryEntryType = SummaryEntryType("credit")
+        self.credit: DescriptionDebitCredit = DescriptionDebitCredit("credit")
         """The credit tags."""
-        entry_type: sa.Label = sa.case((JournalEntry.is_debit, "debit"),
+        self.__init_tags()
-                                       else_="credit").label("entry_type")
+        self.__init_recurring()
+
+    def __init_tags(self):
+        """Initializes the tags.
+
+        :return: None.
+        """
+        debit_credit: sa.Label = sa.case(
+            (JournalEntryLineItem.is_debit, "debit"),
+            else_="credit").label("debit_credit")
         tag_type: sa.Label = sa.case(
-            (JournalEntry.summary.like("_%—_%—_%→_%"), "bus"),
+            (JournalEntryLineItem.description.like("_%—_%—_%→_%"), "bus"),
-            (sa.or_(JournalEntry.summary.like("_%—_%→_%"),
+            (sa.or_(JournalEntryLineItem.description.like("_%—_%→_%"),
-                    JournalEntry.summary.like("_%—_%↔_%")), "travel"),
+                    JournalEntryLineItem.description.like("_%—_%↔_%")),
+             "travel"),
             else_="general").label("tag_type")
-        tag: sa.Label = get_prefix(JournalEntry.summary, "—").label("tag")
+        tag: sa.Label = get_prefix(JournalEntryLineItem.description, "—")\
-        select: sa.Select = sa.Select(entry_type, tag_type, tag,
+            .label("tag")
-                                      JournalEntry.account_id,
+        select: sa.Select = sa.Select(debit_credit, tag_type, tag,
+                                      JournalEntryLineItem.account_id,
                                       sa.func.count().label("freq"))\
-            .filter(JournalEntry.summary.is_not(None),
+            .filter(JournalEntryLineItem.description.is_not(None),
-                    JournalEntry.summary.like("_%—_%"),
+                    JournalEntryLineItem.description.like("_%—_%"),
-                    JournalEntry.original_entry_id.is_(None))\
+                    JournalEntryLineItem.original_line_item_id.is_(None))\
-            .group_by(entry_type, tag_type, tag, JournalEntry.account_id)
+            .group_by(debit_credit, tag_type, tag,
+                      JournalEntryLineItem.account_id)
         result: list[sa.Row] = db.session.execute(select).all()
         accounts: dict[int, Account] \
             = {x.id: x for x in Account.query
                .filter(Account.id.in_({x.account_id for x in result})).all()}
-        entry_type_dict: dict[t.Literal["debit", "credit"], SummaryEntryType] \
+        debit_credit_dict: dict[t.Literal["debit", "credit"],
-            = {x.type: x for x in {self.debit, self.credit}}
+                                DescriptionDebitCredit] \
+            = {x.debit_credit: x for x in {self.debit, self.credit}}
         for row in result:
-            entry_type_dict[row.entry_type].add_tag(
+            debit_credit_dict[row.debit_credit].add_tag(
                 row.tag_type, row.tag, accounts[row.account_id], row.freq)
 
+    def __init_recurring(self) -> None:
+        """Initializes the recurring transactions.
+
+        :return: None.
+        """
+        recurring: Recurring = options.recurring
+        accounts: dict[str, Account] \
+            = self.__get_accounts(recurring.codes)
+        self.debit.recurring \
+            = [DescriptionRecurring(x.name, accounts[x.account_code],
+                                    x.description_template)
+               for x in recurring.expenses]
+        self.credit.recurring \
+            = [DescriptionRecurring(x.name, accounts[x.account_code],
+                                    x.description_template)
+               for x in recurring.incomes]
+
+    @staticmethod
+    def __get_accounts(codes: set[str]) -> dict[str, Account]:
+        """Finds and returns the accounts by codes.
+
+        :param codes: The account codes.
+        :return: The account.
+        """
+        if len(codes) == 0:
+            return {}
+
+        def get_condition(code0: str) -> sa.BinaryExpression:
+            m: re.Match = re.match(r"^(\d{4})-(\d{3})$", code0)
+            assert m is not None,\
+                f"Malformed account code \"{code0}\" for regular transactions."
+            return sa.and_(Account.base_code == m.group(1),
+                           Account.no == int(m.group(2)))
+
+        conditions: list[sa.BinaryExpression] \
+            = [get_condition(x) for x in codes]
+        accounts: dict[str, Account] \
+            = {x.code: x for x in
+               Account.query.filter(sa.or_(*conditions)).all()}
+        for code in codes:
+            assert code in accounts,\
+                f"Unknown account \"{code}\" for regular transactions."
+        return accounts
+
 
 def get_prefix(string: str | sa.Column, separator: str | sa.Column) \
         -> sa.Function:

src/accounting/journal_entry/utils/offset_alias.py

@@ -14,20 +14,20 @@
 #  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 SQLAlchemy alias for the offset entries.
+"""The SQLAlchemy alias for the offset items.
 
 """
 import typing as t
 
 import sqlalchemy as sa
 
-from accounting.models import JournalEntry
+from accounting.models import JournalEntryLineItem
 
 
 def offset_alias() -> sa.Alias:
-    """Returns the SQLAlchemy alias for the offset entries.
+    """Returns the SQLAlchemy alias for the offset items.
 
-    :return: The SQLAlchemy alias for the offset entries.
+    :return: The SQLAlchemy alias for the offset items.
     """
 
     def as_from(model_cls: t.Any) -> sa.FromClause:
@@ -36,4 +36,4 @@ def offset_alias() -> sa.Alias:
     def as_alias(alias: t.Any) -> sa.Alias:
         return alias
 
-    return as_alias(sa.alias(as_from(JournalEntry), name="offset"))
+    return as_alias(sa.alias(as_from(JournalEntryLineItem), name="offset"))

src/accounting/journal_entry/utils/operators.py

@@ -0,0 +1,336 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/19
+
+#  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 operators for different journal entry types.
+
+"""
+import typing as t
+from abc import ABC, abstractmethod
+
+from flask import render_template, request, abort
+from flask_wtf import FlaskForm
+
+from accounting.models import JournalEntry
+from accounting.template_globals import default_currency_code
+from accounting.utils.journal_entry_types import JournalEntryType
+from accounting.journal_entry.forms import JournalEntryForm, \
+    CashReceiptJournalEntryForm, CashDisbursementJournalEntryForm, \
+    TransferJournalEntryForm
+from accounting.journal_entry.forms.line_item import LineItemForm
+
+
+class JournalEntryOperator(ABC):
+    """The base journal entry operator."""
+    CHECK_ORDER: int = -1
+    """The order when checking the journal entry operator."""
+
+    @property
+    @abstractmethod
+    def form(self) -> t.Type[JournalEntryForm]:
+        """Returns the form class.
+
+        :return: The form class.
+        """
+
+    @abstractmethod
+    def render_create_template(self, form: FlaskForm) -> str:
+        """Renders the template for the form to create a journal entry.
+
+        :param form: The journal entry form.
+        :return: the form to create a journal entry.
+        """
+
+    @abstractmethod
+    def render_detail_template(self, journal_entry: JournalEntry) -> str:
+        """Renders the template for the detail page.
+
+        :param journal_entry: The journal entry.
+        :return: the detail page.
+        """
+
+    @abstractmethod
+    def render_edit_template(self, journal_entry: JournalEntry,
+                             form: FlaskForm) -> str:
+        """Renders the template for the form to edit a journal entry.
+
+        :param journal_entry: The journal entry.
+        :param form: The form.
+        :return: the form to edit a journal entry.
+        """
+
+    @abstractmethod
+    def is_my_type(self, journal_entry: JournalEntry) -> bool:
+        """Checks and returns whether the journal entry belongs to the type.
+
+        :param journal_entry: The journal entry.
+        :return: True if the journal entry belongs to the type, or False
+            otherwise.
+        """
+
+    @property
+    def _line_item_template(self) -> str:
+        """Renders and returns the template for the line item sub-form.
+
+        :return: The template for the line item sub-form.
+        """
+        return render_template(
+            "accounting/journal-entry/include/form-line-item.html",
+            currency_index="CURRENCY_INDEX",
+            debit_credit="DEBIT_CREDIT",
+            line_item_index="LINE_ITEM_INDEX",
+            form=LineItemForm())
+
+
+class CashReceiptJournalEntry(JournalEntryOperator):
+    """A cash receipt journal entry."""
+    CHECK_ORDER: int = 2
+    """The order when checking the journal entry operator."""
+
+    @property
+    def form(self) -> t.Type[JournalEntryForm]:
+        """Returns the form class.
+
+        :return: The form class.
+        """
+        return CashReceiptJournalEntryForm
+
+    def render_create_template(self, form: CashReceiptJournalEntryForm) -> str:
+        """Renders the template for the form to create a journal entry.
+
+        :param form: The journal entry form.
+        :return: the form to create a journal entry.
+        """
+        return render_template(
+            "accounting/journal-entry/receipt/create.html",
+            form=form,
+            journal_entry_type=JournalEntryType.CASH_RECEIPT,
+            currency_template=self.__currency_template,
+            line_item_template=self._line_item_template)
+
+    def render_detail_template(self, journal_entry: JournalEntry) -> str:
+        """Renders the template for the detail page.
+
+        :param journal_entry: The journal entry.
+        :return: the detail page.
+        """
+        return render_template("accounting/journal-entry/receipt/detail.html",
+                               obj=journal_entry)
+
+    def render_edit_template(self, journal_entry: JournalEntry,
+                             form: CashReceiptJournalEntryForm) -> str:
+        """Renders the template for the form to edit a journal entry.
+
+        :param journal_entry: The journal entry.
+        :param form: The form.
+        :return: the form to edit a journal entry.
+        """
+        return render_template("accounting/journal-entry/receipt/edit.html",
+                               journal_entry=journal_entry, form=form,
+                               currency_template=self.__currency_template,
+                               line_item_template=self._line_item_template)
+
+    def is_my_type(self, journal_entry: JournalEntry) -> bool:
+        """Checks and returns whether the journal entry belongs to the type.
+
+        :param journal_entry: The journal entry.
+        :return: True if the journal entry belongs to the type, or False
+            otherwise.
+        """
+        return journal_entry.is_cash_receipt
+
+    @property
+    def __currency_template(self) -> str:
+        """Renders and returns the template for the currency sub-form.
+
+        :return: The template for the currency sub-form.
+        """
+        return render_template(
+            "accounting/journal-entry/receipt/include/form-currency.html",
+            currency_index="CURRENCY_INDEX",
+            currency_code_data=default_currency_code(),
+            credit_total="-")
+
+
+class CashDisbursementJournalEntry(JournalEntryOperator):
+    """A cash disbursement journal entry."""
+    CHECK_ORDER: int = 1
+    """The order when checking the journal entry operator."""
+
+    @property
+    def form(self) -> t.Type[JournalEntryForm]:
+        """Returns the form class.
+
+        :return: The form class.
+        """
+        return CashDisbursementJournalEntryForm
+
+    def render_create_template(self, form: CashDisbursementJournalEntryForm) \
+            -> str:
+        """Renders the template for the form to create a journal entry.
+
+        :param form: The journal entry form.
+        :return: the form to create a journal entry.
+        """
+        return render_template(
+            "accounting/journal-entry/disbursement/create.html",
+            form=form,
+            journal_entry_type=JournalEntryType.CASH_DISBURSEMENT,
+            currency_template=self.__currency_template,
+            line_item_template=self._line_item_template)
+
+    def render_detail_template(self, journal_entry: JournalEntry) -> str:
+        """Renders the template for the detail page.
+
+        :param journal_entry: The journal entry.
+        :return: the detail page.
+        """
+        return render_template(
+            "accounting/journal-entry/disbursement/detail.html",
+            obj=journal_entry)
+
+    def render_edit_template(self, journal_entry: JournalEntry,
+                             form: CashDisbursementJournalEntryForm) -> str:
+        """Renders the template for the form to edit a journal entry.
+
+        :param journal_entry: The journal entry.
+        :param form: The form.
+        :return: the form to edit a journal entry.
+        """
+        return render_template(
+            "accounting/journal-entry/disbursement/edit.html",
+            journal_entry=journal_entry, form=form,
+            currency_template=self.__currency_template,
+            line_item_template=self._line_item_template)
+
+    def is_my_type(self, journal_entry: JournalEntry) -> bool:
+        """Checks and returns whether the journal entry belongs to the type.
+
+        :param journal_entry: The journal entry.
+        :return: True if the journal entry belongs to the type, or False
+            otherwise.
+        """
+        return journal_entry.is_cash_disbursement
+
+    @property
+    def __currency_template(self) -> str:
+        """Renders and returns the template for the currency sub-form.
+
+        :return: The template for the currency sub-form.
+        """
+        return render_template(
+            "accounting/journal-entry/disbursement/include/form-currency.html",
+            currency_index="CURRENCY_INDEX",
+            currency_code_data=default_currency_code(),
+            debit_total="-")
+
+
+class TransferJournalEntry(JournalEntryOperator):
+    """A transfer journal entry."""
+    CHECK_ORDER: int = 3
+    """The order when checking the journal entry operator."""
+
+    @property
+    def form(self) -> t.Type[JournalEntryForm]:
+        """Returns the form class.
+
+        :return: The form class.
+        """
+        return TransferJournalEntryForm
+
+    def render_create_template(self, form: TransferJournalEntryForm) -> str:
+        """Renders the template for the form to create a journal entry.
+
+        :param form: The journal entry form.
+        :return: the form to create a journal entry.
+        """
+        return render_template(
+            "accounting/journal-entry/transfer/create.html",
+            form=form,
+            journal_entry_type=JournalEntryType.TRANSFER,
+            currency_template=self.__currency_template,
+            line_item_template=self._line_item_template)
+
+    def render_detail_template(self, journal_entry: JournalEntry) -> str:
+        """Renders the template for the detail page.
+
+        :param journal_entry: The journal entry.
+        :return: the detail page.
+        """
+        return render_template("accounting/journal-entry/transfer/detail.html",
+                               obj=journal_entry)
+
+    def render_edit_template(self, journal_entry: JournalEntry,
+                             form: TransferJournalEntryForm) -> str:
+        """Renders the template for the form to edit a journal entry.
+
+        :param journal_entry: The journal entry.
+        :param form: The form.
+        :return: the form to edit a journal entry.
+        """
+        return render_template("accounting/journal-entry/transfer/edit.html",
+                               journal_entry=journal_entry, form=form,
+                               currency_template=self.__currency_template,
+                               line_item_template=self._line_item_template)
+
+    def is_my_type(self, journal_entry: JournalEntry) -> bool:
+        """Checks and returns whether the journal entry belongs to the type.
+
+        :param journal_entry: The journal entry.
+        :return: True if the journal entry belongs to the type, or False
+            otherwise.
+        """
+        return True
+
+    @property
+    def __currency_template(self) -> str:
+        """Renders and returns the template for the currency sub-form.
+
+        :return: The template for the currency sub-form.
+        """
+        return render_template(
+            "accounting/journal-entry/transfer/include/form-currency.html",
+            currency_index="CURRENCY_INDEX",
+            currency_code_data=default_currency_code(),
+            debit_total="-", credit_total="-")
+
+
+JOURNAL_ENTRY_TYPE_TO_OP: dict[JournalEntryType, JournalEntryOperator] \
+    = {JournalEntryType.CASH_RECEIPT: CashReceiptJournalEntry(),
+       JournalEntryType.CASH_DISBURSEMENT: CashDisbursementJournalEntry(),
+       JournalEntryType.TRANSFER: TransferJournalEntry()}
+"""The map from the journal entry types to their operators."""
+
+
+def get_journal_entry_op(journal_entry: JournalEntry,
+                         is_check_as: bool = False) -> JournalEntryOperator:
+    """Returns the journal entry operator that may be specified in the "as"
+    query parameter.  If it is not specified, check the journal entry type from
+    the journal entry.
+
+    :param journal_entry: The journal entry.
+    :param is_check_as: True to check the "as" parameter, or False otherwise.
+    :return: None.
+    """
+    if is_check_as and "as" in request.args:
+        type_dict: dict[str, JournalEntryType] \
+            = {x.value: x for x in JournalEntryType}
+        if request.args["as"] not in type_dict:
+            abort(404)
+        return JOURNAL_ENTRY_TYPE_TO_OP[type_dict[request.args["as"]]]
+    for journal_entry_type in sorted(JOURNAL_ENTRY_TYPE_TO_OP.values(),
+                                     key=lambda x: x.CHECK_ORDER):
+        if journal_entry_type.is_my_type(journal_entry):
+            return journal_entry_type

src/accounting/journal_entry/utils/original_line_items.py

@@ -0,0 +1,84 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/10
+
+#  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 selectable original line items.
+
+"""
+from decimal import Decimal
+
+import sqlalchemy as sa
+from sqlalchemy.orm import selectinload
+
+from accounting import db
+from accounting.models import Account, JournalEntry, JournalEntryLineItem
+from accounting.utils.cast import be
+from .offset_alias import offset_alias
+
+
+def get_selectable_original_line_items(
+        line_item_id_on_form: set[int], is_payable: bool,
+        is_receivable: bool) -> list[JournalEntryLineItem]:
+    """Queries and returns the selectable original line items, with their net
+    balances.  The offset amounts of the form is excluded.
+
+    :param line_item_id_on_form: The ID of the line items on the form.
+    :param is_payable: True to check the payable original line items, or False
+        otherwise.
+    :param is_receivable: True to check the receivable original line items, or
+        False otherwise.
+    :return: The selectable original line items, with their net balances.
+    """
+    assert is_payable or is_receivable
+    offset: sa.Alias = offset_alias()
+    net_balance: sa.Label = (JournalEntryLineItem.amount + sa.func.sum(sa.case(
+        (offset.c.id.in_(line_item_id_on_form), 0),
+        (be(offset.c.is_debit == JournalEntryLineItem.is_debit),
+         offset.c.amount),
+        else_=-offset.c.amount))).label("net_balance")
+    conditions: list[sa.BinaryExpression] = [Account.is_need_offset]
+    sub_conditions: list[sa.BinaryExpression] = []
+    if is_payable:
+        sub_conditions.append(sa.and_(Account.base_code.startswith("2"),
+                                      sa.not_(JournalEntryLineItem.is_debit)))
+    if is_receivable:
+        sub_conditions.append(sa.and_(Account.base_code.startswith("1"),
+                                      JournalEntryLineItem.is_debit))
+    conditions.append(sa.or_(*sub_conditions))
+    select_net_balances: sa.Select \
+        = sa.select(JournalEntryLineItem.id, net_balance)\
+        .join(Account)\
+        .join(offset, be(JournalEntryLineItem.id
+                         == offset.c.original_line_item_id),
+              isouter=True)\
+        .filter(*conditions)\
+        .group_by(JournalEntryLineItem.id)\
+        .having(sa.or_(sa.func.count(offset.c.id) == 0, net_balance != 0))
+    net_balances: dict[int, Decimal] \
+        = {x.id: x.net_balance
+           for x in db.session.execute(select_net_balances).all()}
+    line_items: list[JournalEntryLineItem] = JournalEntryLineItem.query\
+        .filter(JournalEntryLineItem.id.in_({x for x in net_balances}))\
+        .join(JournalEntry)\
+        .order_by(JournalEntry.date, JournalEntryLineItem.is_debit,
+                  JournalEntryLineItem.no)\
+        .options(selectinload(JournalEntryLineItem.currency),
+                 selectinload(JournalEntryLineItem.account),
+                 selectinload(JournalEntryLineItem.journal_entry)).all()
+    for line_item in line_items:
+        line_item.net_balance = line_item.amount \
+            if net_balances[line_item.id] is None \
+            else net_balances[line_item.id]
+    return line_items

src/accounting/journal_entry/views.py

@@ -0,0 +1,238 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/18
+
+#  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 journal entry management.
+
+"""
+from datetime import date
+from urllib.parse import parse_qsl, urlencode
+
+import sqlalchemy as sa
+from flask import Blueprint, render_template, session, redirect, request, \
+    flash, url_for
+from werkzeug.datastructures import ImmutableMultiDict
+
+from accounting import db
+from accounting.locale import lazy_gettext
+from accounting.models import JournalEntry
+from accounting.utils.cast import s
+from accounting.utils.flash_errors import flash_form_errors
+from accounting.utils.next_uri import inherit_next, or_next
+from accounting.utils.permission import has_permission, can_view, can_edit
+from accounting.utils.journal_entry_types import JournalEntryType
+from accounting.utils.user import get_current_user_pk
+from .forms import sort_journal_entries_in, JournalEntryReorderForm
+from .template_filters import with_type, to_transfer, format_amount_input, \
+    text2html
+from .utils.operators import JournalEntryOperator, JOURNAL_ENTRY_TYPE_TO_OP, \
+    get_journal_entry_op
+
+bp: Blueprint = Blueprint("journal-entry", __name__)
+"""The view blueprint for the journal entry management."""
+bp.add_app_template_filter(with_type, "accounting_journal_entry_with_type")
+bp.add_app_template_filter(to_transfer, "accounting_journal_entry_to_transfer")
+bp.add_app_template_filter(format_amount_input,
+                           "accounting_journal_entry_format_amount_input")
+bp.add_app_template_filter(text2html, "accounting_journal_entry_text2html")
+
+
+@bp.get("/create/<journalEntryType:journal_entry_type>", endpoint="create")
+@has_permission(can_edit)
+def show_add_journal_entry_form(journal_entry_type: JournalEntryType) -> str:
+    """Shows the form to add a journal entry.
+
+    :param journal_entry_type: The journal entry type.
+    :return: The form to add a journal entry.
+    """
+    journal_entry_op: JournalEntryOperator \
+        = JOURNAL_ENTRY_TYPE_TO_OP[journal_entry_type]
+    form: journal_entry_op.form
+    if "form" in session:
+        form = journal_entry_op.form(
+            ImmutableMultiDict(parse_qsl(session["form"])))
+        del session["form"]
+        form.validate()
+    else:
+        form = journal_entry_op.form()
+        form.date.data = date.today()
+    return journal_entry_op.render_create_template(form)
+
+
+@bp.post("/store/<journalEntryType:journal_entry_type>", endpoint="store")
+@has_permission(can_edit)
+def add_journal_entry(journal_entry_type: JournalEntryType) -> redirect:
+    """Adds a journal entry.
+
+    :param journal_entry_type: The journal entry type.
+    :return: The redirection to the journal entry detail on success, or the
+        journal entry creation form on error.
+    """
+    journal_entry_op: JournalEntryOperator \
+        = JOURNAL_ENTRY_TYPE_TO_OP[journal_entry_type]
+    form: journal_entry_op.form = journal_entry_op.form(request.form)
+    if not form.validate():
+        flash_form_errors(form)
+        session["form"] = urlencode(list(request.form.items()))
+        return redirect(inherit_next(with_type(
+            url_for("accounting.journal-entry.create",
+                    journal_entry_type=journal_entry_type))))
+    journal_entry: JournalEntry = JournalEntry()
+    form.populate_obj(journal_entry)
+    db.session.add(journal_entry)
+    db.session.commit()
+    flash(s(lazy_gettext("The journal entry is added successfully.")),
+          "success")
+    return redirect(inherit_next(__get_detail_uri(journal_entry)))
+
+
+@bp.get("/<journalEntry:journal_entry>", endpoint="detail")
+@has_permission(can_view)
+def show_journal_entry_detail(journal_entry: JournalEntry) -> str:
+    """Shows the journal entry detail.
+
+    :param journal_entry: The journal entry.
+    :return: The detail.
+    """
+    journal_entry_op: JournalEntryOperator \
+        = get_journal_entry_op(journal_entry)
+    return journal_entry_op.render_detail_template(journal_entry)
+
+
+@bp.get("/<journalEntry:journal_entry>/edit", endpoint="edit")
+@has_permission(can_edit)
+def show_journal_entry_edit_form(journal_entry: JournalEntry) -> str:
+    """Shows the form to edit a journal entry.
+
+    :param journal_entry: The journal entry.
+    :return: The form to edit the journal entry.
+    """
+    journal_entry_op: JournalEntryOperator \
+        = get_journal_entry_op(journal_entry, is_check_as=True)
+    form: journal_entry_op.form
+    if "form" in session:
+        form = journal_entry_op.form(
+            ImmutableMultiDict(parse_qsl(session["form"])))
+        del session["form"]
+        form.obj = journal_entry
+        form.validate()
+    else:
+        form = journal_entry_op.form(obj=journal_entry)
+    return journal_entry_op.render_edit_template(journal_entry, form)
+
+
+@bp.post("/<journalEntry:journal_entry>/update", endpoint="update")
+@has_permission(can_edit)
+def update_journal_entry(journal_entry: JournalEntry) -> redirect:
+    """Updates a journal entry.
+
+    :param journal_entry: The journal entry.
+    :return: The redirection to the journal entry detail on success, or the
+        journal entry edit form on error.
+    """
+    journal_entry_op: JournalEntryOperator \
+        = get_journal_entry_op(journal_entry, is_check_as=True)
+    form: journal_entry_op.form = journal_entry_op.form(request.form)
+    form.obj = journal_entry
+    if not form.validate():
+        flash_form_errors(form)
+        session["form"] = urlencode(list(request.form.items()))
+        return redirect(inherit_next(with_type(
+            url_for("accounting.journal-entry.edit",
+                    journal_entry=journal_entry))))
+    with db.session.no_autoflush:
+        form.populate_obj(journal_entry)
+    if not form.is_modified:
+        flash(s(lazy_gettext("The journal entry was not modified.")),
+              "success")
+        return redirect(inherit_next(__get_detail_uri(journal_entry)))
+    journal_entry.updated_by_id = get_current_user_pk()
+    journal_entry.updated_at = sa.func.now()
+    db.session.commit()
+    flash(s(lazy_gettext("The journal entry is updated successfully.")),
+          "success")
+    return redirect(inherit_next(__get_detail_uri(journal_entry)))
+
+
+@bp.post("/<journalEntry:journal_entry>/delete", endpoint="delete")
+@has_permission(can_edit)
+def delete_journal_entry(journal_entry: JournalEntry) -> redirect:
+    """Deletes a journal entry.
+
+    :param journal_entry: The journal entry.
+    :return: The redirection to the journal entry list on success, or the
+        journal entry detail on error.
+    """
+    if not journal_entry.can_delete:
+        flash(s(lazy_gettext("The journal entry cannot be deleted.")), "error")
+        return redirect(inherit_next(__get_detail_uri(journal_entry)))
+    journal_entry.delete()
+    sort_journal_entries_in(journal_entry.date, journal_entry.id)
+    db.session.commit()
+    flash(s(lazy_gettext("The journal entry is deleted successfully.")),
+          "success")
+    return redirect(or_next(__get_default_page_uri()))
+
+
+@bp.get("/dates/<date:journal_entry_date>", endpoint="order")
+@has_permission(can_view)
+def show_journal_entry_order(journal_entry_date: date) -> str:
+    """Shows the order of the journal entries in a same date.
+
+    :param journal_entry_date: The date.
+    :return: The order of the journal entries in the date.
+    """
+    journal_entries: list[JournalEntry] = JournalEntry.query \
+        .filter(JournalEntry.date == journal_entry_date) \
+        .order_by(JournalEntry.no).all()
+    return render_template("accounting/journal-entry/order.html",
+                           date=journal_entry_date, list=journal_entries)
+
+
+@bp.post("/dates/<date:journal_entry_date>", endpoint="sort")
+@has_permission(can_edit)
+def sort_journal_entries(journal_entry_date: date) -> redirect:
+    """Reorders the journal entries in a date.
+
+    :param journal_entry_date: The date.
+    :return: The redirection to the incoming account or the account list.  The
+        reordering operation does not fail.
+    """
+    form: JournalEntryReorderForm = JournalEntryReorderForm(journal_entry_date)
+    form.save_order()
+    if not form.is_modified:
+        flash(s(lazy_gettext("The order was not modified.")), "success")
+        return redirect(or_next(__get_default_page_uri()))
+    db.session.commit()
+    flash(s(lazy_gettext("The order is updated successfully.")), "success")
+    return redirect(or_next(__get_default_page_uri()))
+
+
+def __get_detail_uri(journal_entry: JournalEntry) -> str:
+    """Returns the detail URI of a journal entry.
+
+    :param journal_entry: The journal entry.
+    :return: The detail URI of the journal entry.
+    """
+    return url_for("accounting.journal-entry.detail",
+                   journal_entry=journal_entry)
+
+
+def __get_default_page_uri() -> str:
+    """Returns the URI for the default page.
+
+    :return: The URI for the default page.
+    """
+    return url_for("accounting.report.default")

src/accounting/models.py

@@ -25,8 +25,8 @@ from datetime import date
 from decimal import Decimal
 
 import sqlalchemy as sa
-from flask import current_app
+from babel import Locale
-from flask_babel import get_locale
+from flask_babel import get_locale, get_babel
 from sqlalchemy import text
 
 from accounting import db
@@ -53,7 +53,7 @@ class BaseAccount(db.Model):
 
         :return: The string representation of the base account.
         """
-        return f"{self.code} {self.title}"
+        return f"{self.code} {self.title.title()}"
 
     @property
     def title(self) -> str:
@@ -61,11 +61,11 @@ class BaseAccount(db.Model):
 
         :return: The title in the current locale.
         """
-        current_locale = str(get_locale())
+        current_locale: Locale = get_locale()
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        if current_locale == get_babel().instance.default_locale:
             return self.title_l10n
         for l10n in self.l10n:
-            if l10n.locale == current_locale:
+            if l10n.locale == str(current_locale):
                 return l10n.title
         return self.title_l10n
 
@@ -115,7 +115,7 @@ class Account(db.Model):
     title_l10n = db.Column("title", db.String, nullable=False)
     """The title."""
     is_need_offset = db.Column(db.Boolean, nullable=False, default=False)
-    """Whether the entries of this account need offset."""
+    """Whether the journal entry line items of this account need offset."""
     created_at = db.Column(db.DateTime(timezone=True), nullable=False,
                            server_default=db.func.now())
     """The time of creation."""
@@ -139,8 +139,9 @@ class Account(db.Model):
     l10n = db.relationship("AccountL10n", back_populates="account",
                            lazy=False)
     """The localized titles."""
-    entries = db.relationship("JournalEntry", back_populates="account")
+    line_items = db.relationship("JournalEntryLineItem",
-    """The journal entries."""
+                                 back_populates="account")
+    """The journal entry line items."""
 
     CASH_CODE: str = "1111-001"
     """The code of the cash account,"""
@@ -154,7 +155,7 @@ 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.title()}"
 
     @property
     def code(self) -> str:
@@ -170,11 +171,11 @@ class Account(db.Model):
 
         :return: The title in the current locale.
         """
-        current_locale = str(get_locale())
+        current_locale: Locale = get_locale()
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        if current_locale == get_babel().instance.default_locale:
             return self.title_l10n
         for l10n in self.l10n:
-            if l10n.locale == current_locale:
+            if l10n.locale == str(current_locale):
                 return l10n.title
         return self.title_l10n
 
@@ -188,15 +189,15 @@ class Account(db.Model):
         if self.title_l10n is None:
             self.title_l10n = value
             return
-        current_locale = str(get_locale())
+        current_locale: Locale = get_locale()
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        if current_locale == get_babel().instance.default_locale:
             self.title_l10n = value
             return
         for l10n in self.l10n:
-            if l10n.locale == current_locale:
+            if l10n.locale == str(current_locale):
                 l10n.title = value
                 return
-        self.l10n.append(AccountL10n(locale=current_locale, title=value))
+        self.l10n.append(AccountL10n(locale=str(current_locale), title=value))
 
     @property
     def is_real(self) -> bool:
@@ -235,6 +236,16 @@ class Account(db.Model):
                 return True
         return False
 
+    @property
+    def can_delete(self) -> bool:
+        """Returns whether the account can be deleted.
+
+        :return: True if the account can be deleted, or False otherwise.
+        """
+        if self.code in {"1111-001", "3351-001", "3353-001"}:
+            return False
+        return len(self.line_items) == 0
+
     def delete(self) -> None:
         """Deletes this account.
 
@@ -258,13 +269,15 @@ class Account(db.Model):
                                 cls.no == int(m.group(2))).first()
 
     @classmethod
-    def debit(cls) -> list[t.Self]:
+    def selectable_debit(cls) -> list[t.Self]:
-        """Returns the debit accounts.
+        """Returns the selectable debit accounts.
+        Payable line items can not start from debit.
 
-        :return: The debit accounts.
+        :return: The selectable debit accounts.
         """
         return cls.query.filter(sa.or_(cls.base_code.startswith("1"),
-                                       cls.base_code.startswith("2"),
+                                       sa.and_(cls.base_code.startswith("2"),
+                                               sa.not_(cls.is_need_offset)),
                                        cls.base_code.startswith("3"),
                                        cls.base_code.startswith("5"),
                                        cls.base_code.startswith("6"),
@@ -279,12 +292,14 @@ class Account(db.Model):
             .order_by(cls.base_code, cls.no).all()
 
     @classmethod
-    def credit(cls) -> list[t.Self]:
+    def selectable_credit(cls) -> list[t.Self]:
-        """Returns the debit accounts.
+        """Returns the selectable debit accounts.
+        Receivable line items can not start from credit.
 
-        :return: The debit accounts.
+        :return: The selectable debit accounts.
         """
-        return cls.query.filter(sa.or_(cls.base_code.startswith("1"),
+        return cls.query.filter(sa.or_(sa.and_(cls.base_code.startswith("1"),
+                                               sa.not_(cls.is_need_offset)),
                                        cls.base_code.startswith("2"),
                                        cls.base_code.startswith("3"),
                                        cls.base_code.startswith("4"),
@@ -363,15 +378,16 @@ class Currency(db.Model):
     l10n = db.relationship("CurrencyL10n", back_populates="currency",
                            lazy=False)
     """The localized names."""
-    entries = db.relationship("JournalEntry", back_populates="currency")
+    line_items = db.relationship("JournalEntryLineItem",
-    """The journal entries."""
+                                 back_populates="currency")
+    """The journal entry line items."""
 
     def __str__(self) -> str:
         """Returns the string representation of the currency.
 
         :return: The string representation of the currency.
         """
-        return f"{self.name} ({self.code})"
+        return f"{self.name.title()} ({self.code})"
 
     @property
     def name(self) -> str:
@@ -379,11 +395,11 @@ class Currency(db.Model):
 
         :return: The name in the current locale.
         """
-        current_locale = str(get_locale())
+        current_locale: Locale = get_locale()
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        if current_locale == get_babel().instance.default_locale:
             return self.name_l10n
         for l10n in self.l10n:
-            if l10n.locale == current_locale:
+            if l10n.locale == str(current_locale):
                 return l10n.name
         return self.name_l10n
 
@@ -397,15 +413,15 @@ class Currency(db.Model):
         if self.name_l10n is None:
             self.name_l10n = value
             return
-        current_locale = str(get_locale())
+        current_locale: Locale = get_locale()
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        if current_locale == get_babel().instance.default_locale:
             self.name_l10n = value
             return
         for l10n in self.l10n:
-            if l10n.locale == current_locale:
+            if l10n.locale == str(current_locale):
                 l10n.name = value
                 return
-        self.l10n.append(CurrencyL10n(locale=current_locale, name=value))
+        self.l10n.append(CurrencyL10n(locale=str(current_locale), name=value))
 
     @property
     def is_modified(self) -> bool:
@@ -420,6 +436,17 @@ class Currency(db.Model):
                 return True
         return False
 
+    @property
+    def can_delete(self) -> bool:
+        """Returns whether the currency can be deleted.
+
+        :return: True if the currency can be deleted, or False otherwise.
+        """
+        from accounting.template_globals import default_currency_code
+        if self.code == default_currency_code():
+            return False
+        return len(self.line_items) == 0
+
     def delete(self) -> None:
         """Deletes the currency.
 
@@ -447,23 +474,23 @@ class CurrencyL10n(db.Model):
     """The localized name."""
 
 
-class TransactionCurrency:
+class JournalEntryCurrency:
-    """A currency in a transaction."""
+    """A currency in a journal entry."""
 
-    def __init__(self, code: str, debit: list[JournalEntry],
+    def __init__(self, code: str, debit: list[JournalEntryLineItem],
-                 credit: list[JournalEntry]):
+                 credit: list[JournalEntryLineItem]):
-        """Constructs the currency in the transaction.
+        """Constructs the currency in the journal entry.
 
         :param code: The currency code.
-        :param debit: The debit entries.
+        :param debit: The debit line items.
-        :param credit: The credit entries.
+        :param credit: The credit line items.
         """
         self.code: str = code
         """The currency code."""
-        self.debit: list[JournalEntry] = debit
+        self.debit: list[JournalEntryLineItem] = debit
-        """The debit entries."""
+        """The debit line items."""
-        self.credit: list[JournalEntry] = credit
+        self.credit: list[JournalEntryLineItem] = credit
-        """The credit entries."""
+        """The credit line items."""
 
     @property
     def name(self) -> str:
@@ -475,28 +502,28 @@ class TransactionCurrency:
 
     @property
     def debit_total(self) -> Decimal:
-        """Returns the total amount of the debit journal entries.
+        """Returns the total amount of the debit line items.
 
-        :return: The total amount of the debit journal entries.
+        :return: The total amount of the debit line items.
         """
         return sum([x.amount for x in self.debit])
 
     @property
     def credit_total(self) -> str:
-        """Returns the total amount of the credit journal entries.
+        """Returns the total amount of the credit line items.
 
-        :return: The total amount of the credit journal entries.
+        :return: The total amount of the credit line items.
         """
         return sum([x.amount for x in self.credit])
 
 
-class Transaction(db.Model):
+class JournalEntry(db.Model):
-    """A transaction."""
+    """A journal entry."""
-    __tablename__ = "accounting_transactions"
+    __tablename__ = "accounting_journal_entries"
     """The table name."""
     id = db.Column(db.Integer, nullable=False, primary_key=True,
                    autoincrement=False)
-    """The transaction ID."""
+    """The journal entry ID."""
     date = db.Column(db.Date, nullable=False)
     """The date."""
     no = db.Column(db.Integer, nullable=False, default=text("1"))
@@ -523,35 +550,38 @@ class Transaction(db.Model):
     """The ID of the updator."""
     updated_by = db.relationship(user_cls, foreign_keys=updated_by_id)
     """The updator."""
-    entries = db.relationship("JournalEntry", back_populates="transaction")
+    line_items = db.relationship("JournalEntryLineItem",
-    """The journal entries."""
+                                 back_populates="journal_entry")
+    """The line items."""
 
     def __str__(self) -> str:
-        """Returns the string representation of this transaction.
+        """Returns the string representation of this journal entry.
 
-        :return: The string representation of this transaction.
+        :return: The string representation of this journal entry.
         """
-        if self.is_cash_expense:
+        if self.is_cash_disbursement:
-            return gettext("Cash Expense Transaction#%(id)s", id=self.id)
+            return gettext("Cash Disbursement Journal Entry#%(id)s",
-        if self.is_cash_income:
+                           id=self.id)
-            return gettext("Cash Income Transaction#%(id)s", id=self.id)
+        if self.is_cash_receipt:
-        return gettext("Transfer Transaction#%(id)s", id=self.id)
+            return gettext("Cash Receipt Journal Entry#%(id)s", id=self.id)
+        return gettext("Transfer Journal Entry#%(id)s", id=self.id)
 
     @property
-    def currencies(self) -> list[TransactionCurrency]:
+    def currencies(self) -> list[JournalEntryCurrency]:
-        """Returns the journal entries categorized by their currencies.
+        """Returns the line items categorized by their currencies.
 
         :return: The currency categories.
         """
-        entries: list[JournalEntry] = sorted(self.entries, key=lambda x: x.no)
+        line_items: list[JournalEntryLineItem] = sorted(self.line_items,
+                                                        key=lambda x: x.no)
         codes: list[str] = []
-        by_currency: dict[str, list[JournalEntry]] = {}
+        by_currency: dict[str, list[JournalEntryLineItem]] = {}
-        for entry in entries:
+        for line_item in line_items:
-            if entry.currency_code not in by_currency:
+            if line_item.currency_code not in by_currency:
-                codes.append(entry.currency_code)
+                codes.append(line_item.currency_code)
-                by_currency[entry.currency_code] = []
+                by_currency[line_item.currency_code] = []
-            by_currency[entry.currency_code].append(entry)
+            by_currency[line_item.currency_code].append(line_item)
-        return [TransactionCurrency(code=x,
+        return [JournalEntryCurrency(code=x,
                                      debit=[y for y in by_currency[x]
                                             if y.is_debit],
                                      credit=[y for y in by_currency[x]
@@ -559,10 +589,11 @@ class Transaction(db.Model):
                 for x in codes]
 
     @property
-    def is_cash_income(self) -> bool:
+    def is_cash_receipt(self) -> bool:
-        """Returns whether this is a cash income transaction.
+        """Returns whether this is a cash receipt journal entry.
 
-        :return: True if this is a cash income transaction, or False otherwise.
+        :return: True if this is a cash receipt journal entry, or False
+            otherwise.
         """
         for currency in self.currencies:
             if len(currency.debit) > 1:
@@ -572,10 +603,10 @@ class Transaction(db.Model):
         return True
 
     @property
-    def is_cash_expense(self) -> bool:
+    def is_cash_disbursement(self) -> bool:
-        """Returns whether this is a cash expense transaction.
+        """Returns whether this is a cash disbursement journal entry.
 
-        :return: True if this is a cash expense transaction, or False
+        :return: True if this is a cash disbursement journal entry, or False
             otherwise.
         """
         for currency in self.currencies:
@@ -587,99 +618,88 @@ class Transaction(db.Model):
 
     @property
     def can_delete(self) -> bool:
-        """Returns whether the transaction can be deleted.
+        """Returns whether the journal entry can be deleted.
 
-        :return: True if the transaction can be deleted, or False otherwise.
+        :return: True if the journal entry can be deleted, or False otherwise.
         """
-        if not hasattr(self, "__can_delete"):
+        for line_item in self.line_items:
-            def has_offset() -> bool:
+            if len(line_item.offsets) > 0:
-                for entry in self.entries:
-                    if len(entry.offsets) > 0:
-                        return True
                 return False
-            setattr(self, "__can_delete", not has_offset())
+        return True
-        return getattr(self, "__can_delete")
 
     def delete(self) -> None:
-        """Deletes the transaction.
+        """Deletes the journal entry.
 
         :return: None.
         """
-        JournalEntry.query\
+        JournalEntryLineItem.query\
-            .filter(JournalEntry.transaction_id == self.id).delete()
+            .filter(JournalEntryLineItem.journal_entry_id == self.id).delete()
         db.session.delete(self)
 
 
-class JournalEntry(db.Model):
+class JournalEntryLineItem(db.Model):
-    """An accounting journal entry."""
+    """A line item in the journal entry."""
-    __tablename__ = "accounting_journal_entries"
+    __tablename__ = "accounting_journal_entry_line_items"
     """The table name."""
     id = db.Column(db.Integer, nullable=False, primary_key=True,
                    autoincrement=False)
-    """The entry ID."""
+    """The line item ID."""
-    transaction_id = db.Column(db.Integer,
+    journal_entry_id = db.Column(db.Integer,
-                               db.ForeignKey(Transaction.id,
+                                 db.ForeignKey(JournalEntry.id,
                                                onupdate="CASCADE",
                                                ondelete="CASCADE"),
                                  nullable=False)
-    """The transaction ID."""
+    """The journal entry ID."""
-    transaction = db.relationship(Transaction, back_populates="entries")
+    journal_entry = db.relationship(JournalEntry, back_populates="line_items")
-    """The transaction."""
+    """The journal entry."""
     is_debit = db.Column(db.Boolean, nullable=False)
-    """True for a debit entry, or False for a credit entry."""
+    """True for a debit line item, or False for a credit line item."""
     no = db.Column(db.Integer, nullable=False)
-    """The entry number under the transaction and debit or credit."""
+    """The line item number under the journal entry and debit or credit."""
-    original_entry_id = db.Column(db.Integer,
+    original_line_item_id = db.Column(db.Integer,
                                       db.ForeignKey(id, onupdate="CASCADE"),
                                       nullable=True)
-    """The ID of the original entry."""
+    """The ID of the original line item."""
-    original_entry = db.relationship("JournalEntry", back_populates="offsets",
+    original_line_item = db.relationship("JournalEntryLineItem",
+                                         back_populates="offsets",
                                          remote_side=id, passive_deletes=True)
-    """The original entry."""
+    """The original line item."""
-    offsets = db.relationship("JournalEntry", back_populates="original_entry")
+    offsets = db.relationship("JournalEntryLineItem",
-    """The offset entries."""
+                              back_populates="original_line_item")
+    """The offset items."""
     currency_code = db.Column(db.String,
                               db.ForeignKey(Currency.code, onupdate="CASCADE"),
                               nullable=False)
     """The currency code."""
-    currency = db.relationship(Currency, back_populates="entries")
+    currency = db.relationship(Currency, back_populates="line_items")
     """The currency."""
     account_id = db.Column(db.Integer,
                            db.ForeignKey(Account.id,
                                          onupdate="CASCADE"),
                            nullable=False)
     """The account ID."""
-    account = db.relationship(Account, back_populates="entries", lazy=False)
+    account = db.relationship(Account, back_populates="line_items", lazy=False)
     """The account."""
-    summary = db.Column(db.String, nullable=True)
+    description = db.Column(db.String, nullable=True)
-    """The summary."""
+    """The description."""
     amount = db.Column(db.Numeric(14, 2), nullable=False)
     """The amount."""
 
     def __str__(self) -> str:
-        """Returns the string representation of the journal entry.
+        """Returns the string representation of the line item.
 
-        :return: The string representation of the journal entry.
+        :return: The string representation of the line item.
         """
         if not hasattr(self, "__str"):
             from accounting.template_filters import format_date, format_amount
             setattr(self, "__str",
-                    gettext("%(date)s %(summary)s %(amount)s",
+                    gettext("%(date)s %(description)s %(amount)s",
-                            date=format_date(self.transaction.date),
+                            date=format_date(self.journal_entry.date),
-                            summary="" if self.summary is None
+                            description="" if self.description is None
-                            else self.summary,
+                            else self.description,
                             amount=format_amount(self.amount)))
         return getattr(self, "__str")
 
-    @property
-    def eid(self) -> int | None:
-        """Returns the journal entry ID.  This is the alternative name of the
-        ID field, to work with WTForms.
-
-        :return: The journal entry ID.
-        """
-        return self.id
-
     @property
     def account_code(self) -> str:
         """Returns the account code.
@@ -692,15 +712,15 @@ class JournalEntry(db.Model):
     def debit(self) -> Decimal | None:
         """Returns the debit amount.
 
-        :return: The debit amount, or None if this is not a debit entry.
+        :return: The debit amount, or None if this is not a debit line item.
         """
         return self.amount if self.is_debit else None
 
     @property
     def is_need_offset(self) -> bool:
-        """Returns whether the entry needs offset.
+        """Returns whether the line item needs offset.
 
-        :return: True if the entry needs offset, or False otherwise.
+        :return: True if the line item needs offset, or False otherwise.
         """
         if not self.account.is_need_offset:
             return False
@@ -714,7 +734,7 @@ class JournalEntry(db.Model):
     def credit(self) -> Decimal | None:
         """Returns the credit amount.
 
-        :return: The credit amount, or None if this is not a credit entry.
+        :return: The credit amount, or None if this is not a credit line item.
         """
         return None if self.is_debit else self.amount
 
@@ -740,7 +760,7 @@ class JournalEntry(db.Model):
         setattr(self, "__net_balance", net_balance)
 
     @property
-    def query_values(self) -> tuple[list[str], list[str]]:
+    def query_values(self) -> list[str]:
         """Returns the values to be queried.
 
         :return: The values to be queried.
@@ -750,12 +770,38 @@ class JournalEntry(db.Model):
             frac: Decimal = (value - whole).normalize()
             return str(whole) + str(abs(frac))[1:]
 
-        txn_day: date = self.transaction.date
+        return ["{}/{}/{}".format(self.journal_entry.date.year,
-        summary: str = "" if self.summary is None else self.summary
+                                  self.journal_entry.date.month,
-        return ([summary],
+                                  self.journal_entry.date.day),
-                [str(txn_day.year),
+                "" if self.description is None else self.description,
-                 "{}/{}".format(txn_day.year, txn_day.month),
+                format_amount(self.amount)]
-                 "{}/{}".format(txn_day.month, txn_day.day),
+
-                 "{}/{}/{}".format(txn_day.year, txn_day.month, txn_day.day),
+
-                 format_amount(self.amount),
+class Option(db.Model):
-                 format_amount(self.net_balance)])
+    """An option."""
+    __tablename__ = "accounting_options"
+    """The table name."""
+    name = db.Column(db.String, nullable=False, primary_key=True)
+    """The name."""
+    value = db.Column(db.Text, nullable=False)
+    """The option value."""
+    created_at = db.Column(db.DateTime(timezone=True), nullable=False,
+                           server_default=db.func.now())
+    """The time of creation."""
+    created_by_id = db.Column(db.Integer,
+                              db.ForeignKey(user_pk_column,
+                                            onupdate="CASCADE"),
+                              nullable=False)
+    """The ID of the creator."""
+    created_by = db.relationship(user_cls, foreign_keys=created_by_id)
+    """The creator."""
+    updated_at = db.Column(db.DateTime(timezone=True), nullable=False,
+                           server_default=db.func.now())
+    """The time of last update."""
+    updated_by_id = db.Column(db.Integer,
+                              db.ForeignKey(user_pk_column,
+                                            onupdate="CASCADE"),
+                              nullable=False)
+    """The ID of the updator."""
+    updated_by = db.relationship(user_cls, foreign_keys=updated_by_id)
+    """The updator."""

src/accounting/option/__init__.py

@@ -0,0 +1,30 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The option management.
+
+"""
+from flask import Blueprint
+
+
+def init_app(bp: Blueprint) -> None:
+    """Initialize the application.
+
+    :param bp: The blueprint of the accounting application.
+    :return: None.
+    """
+    from .views import bp as option_bp
+    bp.register_blueprint(option_bp, url_prefix="/options")

src/accounting/option/forms.py

@@ -0,0 +1,269 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The forms for the option management.
+
+"""
+from flask import render_template
+from flask_babel import LazyString
+from flask_wtf import FlaskForm
+from wtforms import StringField, FieldList, FormField, IntegerField
+from wtforms.validators import DataRequired, ValidationError
+
+from accounting.forms import ACCOUNT_REQUIRED, CurrencyExists, AccountExists, \
+    IsDebitAccount, IsCreditAccount
+from accounting.locale import lazy_gettext
+from accounting.models import Account
+from accounting.utils.current_account import CurrentAccount
+from accounting.utils.options import Options
+from accounting.utils.strip_text import strip_text
+
+
+class CurrentAccountExists:
+    """The validator to check that the current account exists."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None or field.data == CurrentAccount.CURRENT_AL_CODE:
+            return
+        if Account.find_by_code(field.data) is None:
+            raise ValidationError(lazy_gettext(
+                "The account does not exist."))
+
+
+class AccountNotCurrent:
+    """The validator to check that the account is a current account."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None or field.data == CurrentAccount.CURRENT_AL_CODE:
+            return
+        if field.data[:2] not in {"11", "12", "21", "22"}:
+            raise ValidationError(lazy_gettext(
+                "This is not a current account."))
+
+
+class NotStartPayableFromExpense:
+    """The validator to check that a payable line item does not start from
+    expense."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None or field.data[0] != "2":
+            return
+        account: Account | None = Account.find_by_code(field.data)
+        if account is not None and account.is_need_offset:
+            raise ValidationError(lazy_gettext(
+                "You cannot select a payable account as expense."))
+
+
+class NotStartReceivableFromIncome:
+    """The validator to check that a receivable line item does not start
+    from income."""
+
+    def __call__(self, form: FlaskForm, field: StringField) -> None:
+        if field.data is None or field.data[0] != "1":
+            return
+        account: Account | None = Account.find_by_code(field.data)
+        if account is not None and account.is_need_offset:
+            raise ValidationError(lazy_gettext(
+                "You cannot select a receivable account as income."))
+
+
+class RecurringItemForm(FlaskForm):
+    """The base sub-form to add or update the recurring item."""
+    no = IntegerField()
+    """The order number of this recurring item."""
+    name = StringField()
+    """The name of the recurring item."""
+    account_code = StringField()
+    """The account code."""
+    description_template = StringField()
+    """The description template."""
+
+    @property
+    def account_text(self) -> str | None:
+        """Returns the account text.
+
+        :return: The account text.
+        """
+        if self.account_code.data is None:
+            return None
+        account: Account | None = Account.find_by_code(self.account_code.data)
+        return None if account is None else str(account)
+
+    @property
+    def all_errors(self) -> list[str | LazyString]:
+        """Returns all the errors of the form.
+
+        :return: All the errors of the form.
+        """
+        all_errors: list[str | LazyString] = []
+        for key in self.errors:
+            if key != "csrf_token":
+                all_errors.extend(self.errors[key])
+        return all_errors
+
+
+class RecurringExpenseForm(RecurringItemForm):
+    """The sub-form to add or update the recurring expenses."""
+    no = IntegerField()
+    """The order number of this recurring item."""
+    name = StringField(
+        filters=[strip_text],
+        validators=[DataRequired(lazy_gettext("Please fill in the name."))])
+    """The name of the recurring item."""
+    account_code = StringField(
+        filters=[strip_text],
+        validators=[
+            ACCOUNT_REQUIRED,
+            AccountExists(),
+            IsDebitAccount(lazy_gettext("This account is not for expense.")),
+            NotStartPayableFromExpense()])
+    """The account code."""
+    description_template = StringField(
+        filters=[strip_text],
+        validators=[
+            DataRequired(lazy_gettext(
+                "Please fill in the description template."))])
+    """The template for the line item description."""
+
+
+class RecurringIncomeForm(RecurringItemForm):
+    """The sub-form to add or update the recurring incomes."""
+    no = IntegerField()
+    """The order number of this recurring item."""
+    name = StringField(
+        filters=[strip_text],
+        validators=[DataRequired(lazy_gettext("Please fill in the name."))])
+    """The name of the recurring item."""
+    account_code = StringField(
+        filters=[strip_text],
+        validators=[
+            ACCOUNT_REQUIRED,
+            AccountExists(),
+            IsCreditAccount(lazy_gettext("This account is not for income.")),
+            NotStartReceivableFromIncome()])
+    """The account code."""
+    description_template = StringField(
+        filters=[strip_text],
+        validators=[
+            DataRequired(lazy_gettext(
+                "Please fill in the description template."))])
+    """The description template."""
+
+
+class RecurringForm(RecurringItemForm):
+    """The sub-form for the recurring expenses and incomes."""
+    expenses = FieldList(FormField(RecurringExpenseForm), name="expense")
+    """The recurring expenses."""
+    incomes = FieldList(FormField(RecurringIncomeForm), name="income")
+    """The recurring incomes."""
+
+    @property
+    def item_template(self) -> str:
+        """Returns the template of a recurring item.
+
+        :return: The template of a recurring item.
+        """
+        return render_template(
+            "accounting/option/include/form-recurring-item.html",
+            expense_income="EXPENSE_INCOME",
+            item_index="ITEM_INDEX",
+            form=RecurringItemForm())
+
+    @property
+    def expense_accounts(self) -> list[Account]:
+        """The expense accounts.
+
+        :return: None.
+        """
+        return Account.selectable_debit()
+
+    @property
+    def income_accounts(self) -> list[Account]:
+        """The income accounts.
+
+        :return: None.
+        """
+        return Account.selectable_credit()
+
+    @property
+    def as_data(self) -> dict[str, list[tuple[str, str, str]]]:
+        """Returns the form data.
+
+        :return: The form data.
+        """
+        def as_tuple(item: RecurringItemForm) -> tuple[str, str, str]:
+            return (item.name.data, item.account_code.data,
+                    item.description_template.data)
+
+        expenses: list[RecurringItemForm] = [x.form for x in self.expenses]
+        self.__sort_item_forms(expenses)
+        incomes: list[RecurringItemForm] = [x.form for x in self.incomes]
+        self.__sort_item_forms(incomes)
+        return {"expense": [as_tuple(x) for x in expenses],
+                "income": [as_tuple(x) for x in incomes]}
+
+    @staticmethod
+    def __sort_item_forms(forms: list[RecurringItemForm]) -> None:
+        """Sorts the recurring item sub-forms.
+
+        :param forms: The recurring item sub-forms.
+        :return: None.
+        """
+        ord_by_form: dict[RecurringItemForm, int] \
+            = {forms[i]: i for i in range(len(forms))}
+        recv_no: set[int] = {x.no.data for x in forms if x.no.data is not None}
+        missing_recv_no: int = 100 if len(recv_no) == 0 else max(recv_no) + 100
+        forms.sort(key=lambda x: (x.no.data or missing_recv_no,
+                                  ord_by_form.get(x)))
+
+
+class OptionForm(FlaskForm):
+    """The form to update the options."""
+    default_currency_code = StringField(
+        filters=[strip_text],
+        validators=[
+            DataRequired(lazy_gettext("Please select the default currency.")),
+            CurrencyExists()])
+    """The default currency code."""
+    default_ie_account_code = StringField(
+        filters=[strip_text],
+        validators=[
+            DataRequired(lazy_gettext(
+                "Please select the default account"
+                " for the income and expenses log.")),
+            CurrentAccountExists(),
+            AccountNotCurrent()])
+    """The default account code for the income and expenses log."""
+    recurring = FormField(RecurringForm)
+    """The recurring expenses and incomes."""
+
+    def populate_obj(self, obj: Options) -> None:
+        """Populates the form data into a currency object.
+
+        :param obj: The currency object.
+        :return: None.
+        """
+        obj.default_currency_code = self.default_currency_code.data
+        obj.default_ie_account_code = self.default_ie_account_code.data
+        obj.recurring_data = self.recurring.form.as_data
+
+    @property
+    def current_accounts(self) -> list[CurrentAccount]:
+        """Returns the current accounts.
+
+        :return: The current accounts.
+        """
+        return CurrentAccount.accounts()

src/accounting/option/views.py

@@ -0,0 +1,83 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The views for the option management.
+
+"""
+from urllib.parse import parse_qsl, urlencode
+
+from flask import Blueprint, render_template, redirect, session, request, \
+    flash, url_for
+from werkzeug.datastructures import ImmutableMultiDict
+
+from accounting.locale import lazy_gettext
+from accounting.utils.cast import s
+from accounting.utils.flash_errors import flash_form_errors
+from accounting.utils.next_uri import inherit_next
+from accounting.utils.options import options
+from accounting.utils.permission import has_permission, can_admin
+from .forms import OptionForm
+
+bp: Blueprint = Blueprint("option", __name__)
+"""The view blueprint for the currency management."""
+
+
+@bp.get("", endpoint="detail")
+@has_permission(can_admin)
+def show_options() -> str:
+    """Shows the options.
+
+    :return: The options.
+    """
+    return render_template("accounting/option/detail.html", obj=options)
+
+
+@bp.get("edit", endpoint="edit")
+@has_permission(can_admin)
+def show_option_form() -> str:
+    """Shows the option form.
+
+    :return: The option form.
+    """
+    form: OptionForm
+    if "form" in session:
+        form = OptionForm(ImmutableMultiDict(parse_qsl(session["form"])))
+        del session["form"]
+        form.validate()
+    else:
+        form = OptionForm(obj=options)
+    return render_template("accounting/option/form.html", form=form)
+
+
+@bp.post("update", endpoint="update")
+@has_permission(can_admin)
+def update_options() -> redirect:
+    """Updates the options.
+
+    :return: The redirection to the option form.
+    """
+    form = OptionForm(request.form)
+    if not form.validate():
+        flash_form_errors(form)
+        session["form"] = urlencode(list(request.form.items()))
+        return redirect(inherit_next(url_for("accounting.option.edit")))
+    form.populate_obj(options)
+    if not options.is_modified:
+        flash(s(lazy_gettext("The settings were not modified.")), "success")
+        return redirect(inherit_next(url_for("accounting.option.detail")))
+    options.commit()
+    flash(s(lazy_gettext("The settings are saved successfully.")), "success")
+    return redirect(inherit_next(url_for("accounting.option.detail")))

src/accounting/report/converters.py

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

src/accounting/report/period/chooser.py

@@ -23,7 +23,7 @@ This file is largely taken from the NanoParma ERP project, first written in
 import typing as t
 from datetime import date
 
-from accounting.models import Transaction
+from accounting.models import JournalEntry
 from .period import Period
 from .shortcuts import ThisMonth, LastMonth, SinceLastMonth, ThisYear, \
     LastYear, Today, Yesterday, AllTime, TemplatePeriod, YearPeriod
@@ -61,8 +61,8 @@ class PeriodChooser:
         self.url_template: str = get_url(TemplatePeriod())
         """The URL template."""
 
-        first: Transaction | None \
+        first: JournalEntry | None \
-            = Transaction.query.order_by(Transaction.date).first()
+            = JournalEntry.query.order_by(JournalEntry.date).first()
         start: date | None = None if first is None else first.date
 
         # Attributes

src/accounting/report/period/shortcuts.py

@@ -35,7 +35,7 @@ class ThisMonth(Period):
 
     def _set_properties(self) -> None:
         self.spec = "this-month"
-        self.desc = gettext("This month")
+        self.desc = gettext("This Month")
         self.is_a_month = True
         self.is_type_month = True
 
@@ -55,7 +55,7 @@ class LastMonth(Period):
 
     def _set_properties(self) -> None:
         self.spec = "last-month"
-        self.desc = gettext("Last month")
+        self.desc = gettext("Last Month")
         self.is_a_month = True
         self.is_type_month = True
 
@@ -75,7 +75,7 @@ class SinceLastMonth(Period):
 
     def _set_properties(self) -> None:
         self.spec = "since-last-month"
-        self.desc = gettext("Since last month")
+        self.desc = gettext("Since Last Month")
         self.is_type_month = True
 
 
@@ -90,7 +90,7 @@ class ThisYear(Period):
 
     def _set_properties(self) -> None:
         self.spec = "this-year"
-        self.desc = gettext("This year")
+        self.desc = gettext("This Year")
         self.is_a_year = True
 
 
@@ -105,7 +105,7 @@ class LastYear(Period):
 
     def _set_properties(self) -> None:
         self.spec = "last-year"
-        self.desc = gettext("Last year")
+        self.desc = gettext("Last Year")
         self.is_a_year = True
 
 

src/accounting/report/reports/balance_sheet.py

@@ -24,8 +24,8 @@ from flask import render_template, Response
 
 from accounting import db
 from accounting.locale import gettext
-from accounting.models import Currency, BaseAccount, Account, Transaction, \
+from accounting.models import Currency, BaseAccount, Account, JournalEntry, \
-    JournalEntry
+    JournalEntryLineItem
 from accounting.report.period import Period, PeriodChooser
 from accounting.report.utils.base_page_params import BasePageParams
 from accounting.report.utils.base_report import BaseReport
@@ -124,17 +124,17 @@ class AccountCollector:
         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,
+            = [JournalEntryLineItem.currency_code == self.__currency.code,
                sa.or_(*sub_conditions)]
         if self.__period.end is not None:
-            conditions.append(Transaction.date <= self.__period.end)
+            conditions.append(JournalEntry.date <= self.__period.end)
         balance_func: sa.Function = sa.func.sum(sa.case(
-            (JournalEntry.is_debit, JournalEntry.amount),
+            (JournalEntryLineItem.is_debit, JournalEntryLineItem.amount),
-            else_=-JournalEntry.amount)).label("balance")
+            else_=-JournalEntryLineItem.amount)).label("balance")
         select_balance: sa.Select \
             = sa.select(Account.id, Account.base_code, Account.no,
                         balance_func)\
-            .join(Transaction).join(Account)\
+            .join(JournalEntry).join(Account)\
             .filter(*conditions)\
             .group_by(Account.id, Account.base_code, Account.no)\
             .order_by(Account.base_code, Account.no)
@@ -178,8 +178,8 @@ class AccountCollector:
         if self.__period.start is None:
             return None
         conditions: list[sa.BinaryExpression] \
-            = [JournalEntry.currency_code == self.__currency.code,
+            = [JournalEntryLineItem.currency_code == self.__currency.code,
-               Transaction.date < self.__period.start]
+               JournalEntry.date < self.__period.start]
         return self.__query_balance(conditions)
 
     def __add_current_period(self) -> None:
@@ -197,11 +197,11 @@ class AccountCollector:
         :return: The net income or loss for current period.
         """
         conditions: list[sa.BinaryExpression] \
-            = [JournalEntry.currency_code == self.__currency.code]
+            = [JournalEntryLineItem.currency_code == self.__currency.code]
         if self.__period.start is not None:
-            conditions.append(Transaction.date >= self.__period.start)
+            conditions.append(JournalEntry.date >= self.__period.start)
         if self.__period.end is not None:
-            conditions.append(Transaction.date <= self.__period.end)
+            conditions.append(JournalEntry.date <= self.__period.end)
         return self.__query_balance(conditions)
 
     @staticmethod
@@ -215,10 +215,10 @@ class AccountCollector:
         conditions.extend([sa.not_(Account.base_code.startswith(x))
                            for x in {"1", "2", "3"}])
         balance_func: sa.Function = sa.func.sum(sa.case(
-            (JournalEntry.is_debit, JournalEntry.amount),
+            (JournalEntryLineItem.is_debit, JournalEntryLineItem.amount),
-            else_=-JournalEntry.amount))
+            else_=-JournalEntryLineItem.amount))
         select_balance: sa.Select = sa.select(balance_func)\
-            .join(Transaction).join(Account).filter(*conditions)
+            .join(JournalEntry).join(Account).filter(*conditions)
         return db.session.scalar(select_balance)
 
     def __add_owner_s_equity(self, code: str, amount: Decimal | None,

src/accounting/report/reports/income_expenses.py

@@ -26,39 +26,40 @@ from sqlalchemy.orm import selectinload
 
 from accounting import db
 from accounting.locale import gettext
-from accounting.models import Currency, Account, Transaction, JournalEntry
+from accounting.models import Currency, Account, JournalEntry, \
+    JournalEntryLineItem
 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.cast import be
+from accounting.utils.current_account import CurrentAccount
 from accounting.utils.pagination import Pagination
 
 
-class ReportEntry:
+class ReportLineItem:
-    """An entry in the report."""
+    """A line item in the report."""
 
-    def __init__(self, entry: JournalEntry | None = None):
+    def __init__(self, line_item: JournalEntryLineItem | None = None):
-        """Constructs the entry in the report.
+        """Constructs the line item in the report.
 
-        :param entry: The journal entry.
+        :param line_item: The journal entry line item.
         """
         self.is_brought_forward: bool = False
-        """Whether this is the brought-forward entry."""
+        """Whether this is the brought-forward line item."""
         self.is_total: bool = False
-        """Whether this is the total entry."""
+        """Whether this is the total line item."""
         self.date: date | None = None
         """The date."""
         self.account: Account | None = None
         """The account."""
-        self.summary: str | None = None
+        self.description: str | None = None
-        """The summary."""
+        """The description."""
         self.income: Decimal | None = None
         """The income amount."""
         self.expense: Decimal | None = None
@@ -68,24 +69,24 @@ class ReportEntry:
         self.note: str | None = None
         """The note."""
         self.url: str | None = None
-        """The URL to the journal entry."""
+        """The URL to the journal entry line item."""
-        if entry is not None:
+        if line_item is not None:
-            self.date = entry.transaction.date
+            self.date = line_item.journal_entry.date
-            self.account = entry.account
+            self.account = line_item.account
-            self.summary = entry.summary
+            self.description = line_item.description
-            self.income = None if entry.is_debit else entry.amount
+            self.income = None if line_item.is_debit else line_item.amount
-            self.expense = entry.amount if entry.is_debit else None
+            self.expense = line_item.amount if line_item.is_debit else None
-            self.note = entry.transaction.note
+            self.note = line_item.journal_entry.note
-            self.url = url_for("accounting.transaction.detail",
+            self.url = url_for("accounting.journal-entry.detail",
-                               txn=entry.transaction)
+                               journal_entry=line_item.journal_entry)
 
 
-class EntryCollector:
+class LineItemCollector:
-    """The report entry collector."""
+    """The line item collector."""
 
-    def __init__(self, currency: Currency, account: IncomeExpensesAccount,
+    def __init__(self, currency: Currency, account: CurrentAccount,
                  period: Period):
-        """Constructs the report entry collector.
+        """Constructs the line item collector.
 
         :param currency: The currency.
         :param account: The account.
@@ -93,148 +94,150 @@ class EntryCollector:
         """
         self.__currency: Currency = currency
         """The currency."""
-        self.__account: IncomeExpensesAccount = account
+        self.__account: CurrentAccount = account
         """The account."""
         self.__period: Period = period
         """The period"""
-        self.brought_forward: ReportEntry | None
+        self.brought_forward: ReportLineItem | None
-        """The brought-forward entry."""
+        """The brought-forward line item."""
-        self.entries: list[ReportEntry]
+        self.line_items: list[ReportLineItem]
-        """The log entries."""
+        """The line items."""
-        self.total: ReportEntry | None
+        self.total: ReportLineItem | None
-        """The total entry."""
+        """The total line item."""
-        self.brought_forward = self.__get_brought_forward_entry()
+        self.brought_forward = self.__get_brought_forward()
-        self.entries = self.__query_entries()
+        self.line_items = self.__query_line_items()
-        self.total = self.__get_total_entry()
+        self.total = self.__get_total()
         self.__populate_balance()
 
-    def __get_brought_forward_entry(self) -> ReportEntry | None:
+    def __get_brought_forward(self) -> ReportLineItem | None:
-        """Queries, composes and returns the brought-forward entry.
+        """Queries, composes and returns the brought-forward line item.
 
-        :return: The brought-forward entry, or None if the period starts from
+        :return: The brought-forward line item, or None if the period starts
-            the beginning.
+            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),
+            (JournalEntryLineItem.is_debit, JournalEntryLineItem.amount),
-            else_=-JournalEntry.amount))
+            else_=-JournalEntryLineItem.amount))
         select: sa.Select = sa.Select(balance_func)\
-            .join(Transaction).join(Account)\
+            .join(JournalEntry).join(Account)\
-            .filter(be(JournalEntry.currency_code == self.__currency.code),
+            .filter(be(JournalEntryLineItem.currency_code
+                       == self.__currency.code),
                     self.__account_condition,
-                    Transaction.date < self.__period.start)
+                    JournalEntry.date < self.__period.start)
         balance: int | None = db.session.scalar(select)
         if balance is None:
             return None
-        entry: ReportEntry = ReportEntry()
+        line_item: ReportLineItem = ReportLineItem()
-        entry.is_brought_forward = True
+        line_item.is_brought_forward = True
-        entry.date = self.__period.start
+        line_item.date = self.__period.start
-        entry.account = Account.accumulated_change()
+        line_item.account = Account.accumulated_change()
-        entry.summary = gettext("Brought forward")
+        line_item.description = gettext("Brought forward")
         if balance > 0:
-            entry.income = balance
+            line_item.income = balance
         elif balance < 0:
-            entry.expense = -balance
+            line_item.expense = -balance
-        entry.balance = balance
+        line_item.balance = balance
-        return entry
+        return line_item
 
-    def __query_entries(self) -> list[ReportEntry]:
+    def __query_line_items(self) -> list[ReportLineItem]:
-        """Queries and returns the log entries.
+        """Queries and returns the line items.
 
-        :return: The log entries.
+        :return: The line items.
         """
         conditions: list[sa.BinaryExpression] \
-            = [JournalEntry.currency_code == self.__currency.code,
+            = [JournalEntryLineItem.currency_code == self.__currency.code,
                self.__account_condition]
         if self.__period.start is not None:
-            conditions.append(Transaction.date >= self.__period.start)
+            conditions.append(JournalEntry.date >= self.__period.start)
         if self.__period.end is not None:
-            conditions.append(Transaction.date <= self.__period.end)
+            conditions.append(JournalEntry.date <= self.__period.end)
-        txn_with_account: sa.Select = sa.Select(Transaction.id).\
+        journal_entry_with_account: sa.Select = sa.Select(JournalEntry.id).\
-            join(JournalEntry).join(Account).filter(*conditions)
+            join(JournalEntryLineItem).join(Account).filter(*conditions)
 
-        return [ReportEntry(x)
+        return [ReportLineItem(x)
-                for x in JournalEntry.query.join(Transaction).join(Account)
+                for x in JournalEntryLineItem.query
-                .filter(JournalEntry.transaction_id.in_(txn_with_account),
+                .join(JournalEntry).join(Account)
-                        JournalEntry.currency_code == self.__currency.code,
+                .filter(JournalEntryLineItem.journal_entry_id
+                        .in_(journal_entry_with_account),
+                        JournalEntryLineItem.currency_code
+                        == self.__currency.code,
                         sa.not_(self.__account_condition))
-                .order_by(Transaction.date,
+                .order_by(JournalEntry.date,
-                          Transaction.no,
+                          JournalEntry.no,
-                          JournalEntry.is_debit,
+                          JournalEntryLineItem.is_debit,
-                          JournalEntry.no)
+                          JournalEntryLineItem.no)
-                .options(selectinload(JournalEntry.account),
+                .options(selectinload(JournalEntryLineItem.account),
-                         selectinload(JournalEntry.transaction))]
+                         selectinload(JournalEntryLineItem.journal_entry))]
 
     @property
     def __account_condition(self) -> sa.BinaryExpression:
-        if self.__account.code == IncomeExpensesAccount.CURRENT_AL_CODE:
+        if self.__account.code == CurrentAccount.CURRENT_AL_CODE:
-            return sa.or_(Account.base_code.startswith("11"),
+            return CurrentAccount.sql_condition()
-                          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:
+    def __get_total(self) -> ReportLineItem | None:
-        """Composes the total entry.
+        """Composes the total line item.
 
-        :return: The total entry, or None if there is no data.
+        :return: The total line item, or None if there is no data.
         """
-        if self.brought_forward is None and len(self.entries) == 0:
+        if self.brought_forward is None and len(self.line_items) == 0:
             return None
-        entry: ReportEntry = ReportEntry()
+        line_item: ReportLineItem = ReportLineItem()
-        entry.is_total = True
+        line_item.is_total = True
-        entry.summary = gettext("Total")
+        line_item.description = gettext("Total")
-        entry.income = sum([x.income for x in self.entries
+        line_item.income = sum([x.income for x in self.line_items
                                 if x.income is not None])
-        entry.expense = sum([x.expense for x in self.entries
+        line_item.expense = sum([x.expense for x in self.line_items
                                  if x.expense is not None])
-        entry.balance = entry.income - entry.expense
+        line_item.balance = line_item.income - line_item.expense
         if self.brought_forward is not None:
-            entry.balance = self.brought_forward.balance + entry.balance
+            line_item.balance \
-        return entry
+                = self.brought_forward.balance + line_item.balance
+        return line_item
 
     def __populate_balance(self) -> None:
-        """Populates the balance of the entries.
+        """Populates the balance of the line items.
 
         :return: None.
         """
         balance: Decimal = 0 if self.brought_forward is None \
             else self.brought_forward.balance
-        for entry in self.entries:
+        for line_item in self.line_items:
-            if entry.income is not None:
+            if line_item.income is not None:
-                balance = balance + entry.income
+                balance = balance + line_item.income
-            if entry.expense is not None:
+            if line_item.expense is not None:
-                balance = balance - entry.expense
+                balance = balance - line_item.expense
-            entry.balance = balance
+            line_item.balance = balance
 
 
 class CSVRow(BaseCSVRow):
     """A row in the CSV."""
 
-    def __init__(self, txn_date: date | str | None,
+    def __init__(self, journal_entry_date: date | str | None,
                  account: str | None,
-                 summary: str | None,
+                 description: 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 journal_entry_date: The journal entry date.
         :param account: The account.
-        :param summary: The summary.
+        :param description: The description.
         :param income: The income.
         :param expense: The expense.
         :param balance: The balance.
         :param note: The note.
         """
-        self.date: date | str | None = txn_date
+        self.date: date | str | None = journal_entry_date
         """The date."""
         self.account: str | None = account
         """The account."""
-        self.summary: str | None = summary
+        self.description: str | None = description
-        """The summary."""
+        """The description."""
         self.income: str | Decimal | None = income
         """The income."""
         self.expense: str | Decimal | None = expense
@@ -250,7 +253,7 @@ class CSVRow(BaseCSVRow):
 
         :return: The values of the row.
         """
-        return [self.date, self.account, self.summary,
+        return [self.date, self.account, self.description,
                 self.income, self.expense, self.balance, self.note]
 
 
@@ -258,39 +261,39 @@ class PageParams(BasePageParams):
     """The HTML page parameters."""
 
     def __init__(self, currency: Currency,
-                 account: IncomeExpensesAccount,
+                 account: CurrentAccount,
                  period: Period,
                  has_data: bool,
-                 pagination: Pagination[ReportEntry],
+                 pagination: Pagination[ReportLineItem],
-                 brought_forward: ReportEntry | None,
+                 brought_forward: ReportLineItem | None,
-                 entries: list[ReportEntry],
+                 line_items: list[ReportLineItem],
-                 total: ReportEntry | None):
+                 total: ReportLineItem | 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 brought_forward: The brought-forward line item.
-        :param entries: The log entries.
+        :param line_items: The line items.
-        :param total: The total entry.
+        :param total: The total line item.
         """
         self.currency: Currency = currency
         """The currency."""
-        self.account: IncomeExpensesAccount = account
+        self.account: CurrentAccount = 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
+        self.pagination: Pagination[ReportLineItem] = pagination
         """The pagination."""
-        self.brought_forward: ReportEntry | None = brought_forward
+        self.brought_forward: ReportLineItem | None = brought_forward
-        """The brought-forward entry."""
+        """The brought-forward line item."""
-        self.entries: list[ReportEntry] = entries
+        self.line_items: list[ReportLineItem] = line_items
-        """The report entries."""
+        """The line items."""
-        self.total: ReportEntry | None = total
+        self.total: ReportLineItem | None = total
-        """The total entry."""
+        """The total line item."""
         self.period_chooser: PeriodChooser = PeriodChooser(
             lambda x: income_expenses_url(currency, account, x))
         """The period chooser."""
@@ -335,25 +338,23 @@ class PageParams(BasePageParams):
 
         :return: The account options.
         """
-        current_al: IncomeExpensesAccount \
+        current_al: CurrentAccount \
-            = IncomeExpensesAccount.current_assets_and_liabilities()
+            = CurrentAccount.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)\
+        in_use: sa.Select = sa.Select(JournalEntryLineItem.account_id)\
             .join(Account)\
-            .filter(be(JournalEntry.currency_code == self.currency.code),
+            .filter(be(JournalEntryLineItem.currency_code
-                    sa.or_(Account.base_code.startswith("11"),
+                       == self.currency.code),
-                           Account.base_code.startswith("12"),
+                    CurrentAccount.sql_condition())\
-                           Account.base_code.startswith("21"),
+            .group_by(JournalEntryLineItem.account_id)
-                           Account.base_code.startswith("22")))\
-            .group_by(JournalEntry.account_id)
         options.extend([OptionLink(str(x),
                                    income_expenses_url(
                                        self.currency,
-                                       IncomeExpensesAccount(x),
+                                       CurrentAccount(x),
                                        self.period),
                                    x.id == self.account.id)
                         for x in Account.query.filter(Account.id.in_(in_use))
@@ -364,7 +365,7 @@ class PageParams(BasePageParams):
 class IncomeExpenses(BaseReport):
     """The income and expenses log."""
 
-    def __init__(self, currency: Currency, account: IncomeExpensesAccount,
+    def __init__(self, currency: Currency, account: CurrentAccount,
                  period: Period):
         """Constructs an income and expenses log.
 
@@ -374,18 +375,19 @@ class IncomeExpenses(BaseReport):
         """
         self.__currency: Currency = currency
         """The currency."""
-        self.__account: IncomeExpensesAccount = account
+        self.__account: CurrentAccount = account
         """The account."""
         self.__period: Period = period
         """The period."""
-        collector: EntryCollector = EntryCollector(
+        collector: LineItemCollector = LineItemCollector(
             self.__currency, self.__account, self.__period)
-        self.__brought_forward: ReportEntry | None = collector.brought_forward
+        self.__brought_forward: ReportLineItem | None \
-        """The brought-forward entry."""
+            = collector.brought_forward
-        self.__entries: list[ReportEntry] = collector.entries
+        """The brought-forward line item."""
-        """The report entries."""
+        self.__line_items: list[ReportLineItem] = collector.line_items
-        self.__total: ReportEntry | None = collector.total
+        """The line items."""
-        """The total entry."""
+        self.__total: ReportLineItem | None = collector.total
+        """The total line item."""
 
     def csv(self) -> Response:
         """Returns the report as CSV for download.
@@ -403,20 +405,20 @@ class IncomeExpenses(BaseReport):
         :return: The CSV rows.
         """
         rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Account"),
-                                     gettext("Summary"), gettext("Income"),
+                                     gettext("Description"), 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.description,
                                self.__brought_forward.income,
                                self.__brought_forward.expense,
                                self.__brought_forward.balance,
                                None))
-        rows.extend([CSVRow(x.date, str(x.account).title(), x.summary,
+        rows.extend([CSVRow(x.date, str(x.account).title(), x.description,
                             x.income, x.expense, x.balance, x.note)
-                     for x in self.__entries])
+                     for x in self.__line_items])
         if self.__total is not None:
             rows.append(CSVRow(gettext("Total"), None, None,
                                self.__total.income, self.__total.expense,
@@ -428,31 +430,31 @@ class IncomeExpenses(BaseReport):
 
         :return: The report as HTML.
         """
-        all_entries: list[ReportEntry] = []
+        all_line_items: list[ReportLineItem] = []
         if self.__brought_forward is not None:
-            all_entries.append(self.__brought_forward)
+            all_line_items.append(self.__brought_forward)
-        all_entries.extend(self.__entries)
+        all_line_items.extend(self.__line_items)
         if self.__total is not None:
-            all_entries.append(self.__total)
+            all_line_items.append(self.__total)
-        pagination: Pagination[ReportEntry] \
+        pagination: Pagination[ReportLineItem] \
-            = Pagination[ReportEntry](all_entries, is_reversed=True)
+            = Pagination[ReportLineItem](all_line_items, is_reversed=True)
-        page_entries: list[ReportEntry] = pagination.list
+        page_line_items: list[ReportLineItem] = pagination.list
-        has_data: bool = len(page_entries) > 0
+        has_data: bool = len(page_line_items) > 0
-        brought_forward: ReportEntry | None = None
+        brought_forward: ReportLineItem | None = None
-        if len(page_entries) > 0 and page_entries[0].is_brought_forward:
+        if len(page_line_items) > 0 and page_line_items[0].is_brought_forward:
-            brought_forward = page_entries[0]
+            brought_forward = page_line_items[0]
-            page_entries = page_entries[1:]
+            page_line_items = page_line_items[1:]
-        total: ReportEntry | None = None
+        total: ReportLineItem | None = None
-        if len(page_entries) > 0 and page_entries[-1].is_total:
+        if len(page_line_items) > 0 and page_line_items[-1].is_total:
-            total = page_entries[-1]
+            total = page_line_items[-1]
-            page_entries = page_entries[:-1]
+            page_line_items = page_line_items[:-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,
+                                        line_items=page_line_items,
                                         total=total)
         return render_template("accounting/report/income-expenses.html",
                                report=params)

src/accounting/report/reports/income_statement.py

@@ -24,8 +24,8 @@ from flask import render_template, Response
 
 from accounting import db
 from accounting.locale import gettext
-from accounting.models import Currency, BaseAccount, Account, Transaction, \
+from accounting.models import Currency, BaseAccount, Account, JournalEntry, \
-    JournalEntry
+    JournalEntryLineItem
 from accounting.report.period import Period, PeriodChooser
 from accounting.report.utils.base_page_params import BasePageParams
 from accounting.report.utils.base_report import BaseReport
@@ -256,17 +256,17 @@ class IncomeStatement(BaseReport):
         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,
+            = [JournalEntryLineItem.currency_code == self.__currency.code,
                sa.or_(*sub_conditions)]
         if self.__period.start is not None:
-            conditions.append(Transaction.date >= self.__period.start)
+            conditions.append(JournalEntry.date >= self.__period.start)
         if self.__period.end is not None:
-            conditions.append(Transaction.date <= self.__period.end)
+            conditions.append(JournalEntry.date <= self.__period.end)
         balance_func: sa.Function = sa.func.sum(sa.case(
-            (JournalEntry.is_debit, -JournalEntry.amount),
+            (JournalEntryLineItem.is_debit, -JournalEntryLineItem.amount),
-            else_=JournalEntry.amount)).label("balance")
+            else_=JournalEntryLineItem.amount)).label("balance")
         select_balances: sa.Select = sa.select(Account.id, balance_func)\
-            .join(Transaction).join(Account)\
+            .join(JournalEntry).join(Account)\
             .filter(*conditions)\
             .group_by(Account.id)\
             .order_by(Account.base_code, Account.no)

src/accounting/report/reports/journal.py

@@ -25,7 +25,8 @@ 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.models import Currency, Account, JournalEntry, \
+    JournalEntryLineItem
 from accounting.report.period import Period, PeriodChooser
 from accounting.report.utils.base_page_params import BasePageParams
 from accounting.report.utils.base_report import BaseReport
@@ -37,58 +38,58 @@ from accounting.report.utils.urls import journal_url
 from accounting.utils.pagination import Pagination
 
 
-class ReportEntry:
+class ReportLineItem:
-    """An entry in the report."""
+    """A line item in the report."""
 
-    def __init__(self, entry: JournalEntry):
+    def __init__(self, line_item: JournalEntryLineItem):
-        """Constructs the entry in the report.
+        """Constructs the line item in the report.
 
-        :param entry: The journal entry.
+        :param line_item: The journal entry line item.
         """
-        self.entry: JournalEntry = entry
+        self.line_item: JournalEntryLineItem = line_item
+        """The journal entry line item."""
+        self.journal_entry: JournalEntry = line_item.journal_entry
         """The journal entry."""
-        self.transaction: Transaction = entry.transaction
+        self.currency: Currency = line_item.currency
-        """The transaction."""
-        self.currency: Currency = entry.currency
         """The account."""
-        self.account: Account = entry.account
+        self.account: Account = line_item.account
         """The account."""
-        self.summary: str | None = entry.summary
+        self.description: str | None = line_item.description
-        """The summary."""
+        """The description."""
-        self.debit: Decimal | None = entry.debit
+        self.debit: Decimal | None = line_item.debit
         """The debit amount."""
-        self.credit: Decimal | None = entry.credit
+        self.credit: Decimal | None = line_item.credit
         """The credit amount."""
-        self.amount: Decimal = entry.amount
+        self.amount: Decimal = line_item.amount
         """The amount."""
 
 
 class CSVRow(BaseCSVRow):
     """A row in the CSV."""
 
-    def __init__(self, txn_date: str | date,
+    def __init__(self, journal_entry_date: str | date,
                  currency: str,
                  account: str,
-                 summary: str | None,
+                 description: 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 journal_entry_date: The journal entry date.
-        :param summary: The summary.
+        :param description: The description.
         :param debit: The debit amount.
         :param credit: The credit amount.
         :param note: The note.
         """
-        self.date: str | date = txn_date
+        self.date: str | date = journal_entry_date
         """The date."""
         self.currency: str = currency
         """The currency."""
         self.account: str = account
         """The account."""
-        self.summary: str | None = summary
+        self.description: str | None = description
-        """The summary."""
+        """The description."""
         self.debit: str | Decimal | None = debit
         """The debit amount."""
         self.credit: str | Decimal | None = credit
@@ -102,7 +103,7 @@ class CSVRow(BaseCSVRow):
 
         :return: The values of the row.
         """
-        return [self.date, self.currency, self.account, self.summary,
+        return [self.date, self.currency, self.account, self.description,
                 self.debit, self.credit, self.note]
 
 
@@ -110,19 +111,19 @@ class PageParams(BasePageParams):
     """The HTML page parameters."""
 
     def __init__(self, period: Period,
-                 pagination: Pagination[JournalEntry],
+                 pagination: Pagination[JournalEntryLineItem],
-                 entries: list[JournalEntry]):
+                 line_items: list[JournalEntryLineItem]):
         """Constructs the HTML page parameters.
 
         :param period: The period.
-        :param entries: The journal entries.
+        :param line_items: The line items.
         """
         self.period: Period = period
         """The period."""
-        self.pagination: Pagination[JournalEntry] = pagination
+        self.pagination: Pagination[JournalEntryLineItem] = pagination
         """The pagination."""
-        self.entries: list[JournalEntry] = entries
+        self.line_items: list[JournalEntryLineItem] = line_items
-        """The entries."""
+        """The line items."""
         self.period_chooser: PeriodChooser = PeriodChooser(
             lambda x: journal_url(x))
         """The period chooser."""
@@ -133,7 +134,7 @@ class PageParams(BasePageParams):
 
         :return: True if there is any data, or False otherwise.
         """
-        return len(self.entries) > 0
+        return len(self.line_items) > 0
 
     @property
     def report_chooser(self) -> ReportChooser:
@@ -145,20 +146,20 @@ class PageParams(BasePageParams):
                              period=self.period)
 
 
-def get_csv_rows(entries: list[JournalEntry]) -> list[CSVRow]:
+def get_csv_rows(line_items: list[JournalEntryLineItem]) -> list[CSVRow]:
-    """Composes and returns the CSV rows from the report entries.
+    """Composes and returns the CSV rows from the line items.
 
-    :param entries: The report entries.
+    :param line_items: The line items.
     :return: The CSV rows.
     """
     rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Currency"),
-                                 gettext("Account"), gettext("Summary"),
+                                 gettext("Account"), gettext("Description"),
                                  gettext("Debit"), gettext("Credit"),
                                  gettext("Note"))]
-    rows.extend([CSVRow(x.transaction.date, x.currency.code,
+    rows.extend([CSVRow(x.journal_entry.date, x.currency.code,
-                        str(x.account).title(), x.summary,
+                        str(x.account).title(), x.description,
-                        x.debit, x.credit, x.transaction.note)
+                        x.debit, x.credit, x.journal_entry.note)
-                 for x in entries])
+                 for x in line_items])
     return rows
 
 
@@ -172,28 +173,29 @@ class Journal(BaseReport):
         """
         self.__period: Period = period
         """The period."""
-        self.__entries: list[JournalEntry] = self.__query_entries()
+        self.__line_items: list[JournalEntryLineItem] \
-        """The journal entries."""
+            = self.__query_line_items()
+        """The line items."""
 
-    def __query_entries(self) -> list[JournalEntry]:
+    def __query_line_items(self) -> list[JournalEntryLineItem]:
-        """Queries and returns the journal entries.
+        """Queries and returns the line items.
 
-        :return: The journal entries.
+        :return: The line items.
         """
         conditions: list[sa.BinaryExpression] = []
         if self.__period.start is not None:
-            conditions.append(Transaction.date >= self.__period.start)
+            conditions.append(JournalEntry.date >= self.__period.start)
         if self.__period.end is not None:
-            conditions.append(Transaction.date <= self.__period.end)
+            conditions.append(JournalEntry.date <= self.__period.end)
-        return JournalEntry.query.join(Transaction)\
+        return JournalEntryLineItem.query.join(JournalEntry)\
             .filter(*conditions)\
-            .order_by(Transaction.date,
+            .order_by(JournalEntry.date,
-                      Transaction.no,
+                      JournalEntry.no,
-                      JournalEntry.is_debit.desc(),
+                      JournalEntryLineItem.is_debit.desc(),
-                      JournalEntry.no)\
+                      JournalEntryLineItem.no)\
-            .options(selectinload(JournalEntry.account),
+            .options(selectinload(JournalEntryLineItem.account),
-                     selectinload(JournalEntry.currency),
+                     selectinload(JournalEntryLineItem.currency),
-                     selectinload(JournalEntry.transaction)).all()
+                     selectinload(JournalEntryLineItem.journal_entry)).all()
 
     def csv(self) -> Response:
         """Returns the report as CSV for download.
@@ -201,17 +203,18 @@ class Journal(BaseReport):
         :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))
+        return csv_download(filename, get_csv_rows(self.__line_items))
 
     def html(self) -> str:
         """Composes and returns the report as HTML.
 
         :return: The report as HTML.
         """
-        pagination: Pagination[JournalEntry] \
+        pagination: Pagination[JournalEntryLineItem] \
-            = Pagination[JournalEntry](self.__entries, is_reversed=True)
+            = Pagination[JournalEntryLineItem](self.__line_items,
+                                               is_reversed=True)
         params: PageParams = PageParams(period=self.__period,
                                         pagination=pagination,
-                                        entries=pagination.list)
+                                        line_items=pagination.list)
         return render_template("accounting/report/journal.html",
                                report=params)

src/accounting/report/reports/ledger.py

@@ -26,7 +26,8 @@ from sqlalchemy.orm import selectinload
 
 from accounting import db
 from accounting.locale import gettext
-from accounting.models import Currency, Account, Transaction, JournalEntry
+from accounting.models import Currency, Account, JournalEntry, \
+    JournalEntryLineItem
 from accounting.report.period import Period, PeriodChooser
 from accounting.report.utils.base_page_params import BasePageParams
 from accounting.report.utils.base_report import BaseReport
@@ -40,22 +41,22 @@ from accounting.utils.cast import be
 from accounting.utils.pagination import Pagination
 
 
-class ReportEntry:
+class ReportLineItem:
-    """An entry in the report."""
+    """A line item in the report."""
 
-    def __init__(self, entry: JournalEntry | None = None):
+    def __init__(self, line_item: JournalEntryLineItem | None = None):
-        """Constructs the entry in the report.
+        """Constructs the line item in the report.
 
-        :param entry: The journal entry.
+        :param line_item: The journal entry line item.
         """
         self.is_brought_forward: bool = False
-        """Whether this is the brought-forward entry."""
+        """Whether this is the brought-forward line item."""
         self.is_total: bool = False
-        """Whether this is the total entry."""
+        """Whether this is the total line item."""
         self.date: date | None = None
         """The date."""
-        self.summary: str | None = None
+        self.description: str | None = None
-        """The summary."""
+        """The description."""
         self.debit: Decimal | None = None
         """The debit amount."""
         self.credit: Decimal | None = None
@@ -65,22 +66,22 @@ class ReportEntry:
         self.note: str | None = None
         """The note."""
         self.url: str | None = None
-        """The URL to the journal entry."""
+        """The URL to the journal entry line item."""
-        if entry is not None:
+        if line_item is not None:
-            self.date = entry.transaction.date
+            self.date = line_item.journal_entry.date
-            self.summary = entry.summary
+            self.description = line_item.description
-            self.debit = entry.amount if entry.is_debit else None
+            self.debit = line_item.amount if line_item.is_debit else None
-            self.credit = None if entry.is_debit else entry.amount
+            self.credit = None if line_item.is_debit else line_item.amount
-            self.note = entry.transaction.note
+            self.note = line_item.journal_entry.note
-            self.url = url_for("accounting.transaction.detail",
+            self.url = url_for("accounting.journal-entry.detail",
-                               txn=entry.transaction)
+                               journal_entry=line_item.journal_entry)
 
 
-class EntryCollector:
+class LineItemCollector:
-    """The report entry collector."""
+    """The line item collector."""
 
     def __init__(self, currency: Currency, account: Account, period: Period):
-        """Constructs the report entry collector.
+        """Constructs the line item collector.
 
         :param currency: The currency.
         :param account: The account.
@@ -92,89 +93,94 @@ class EntryCollector:
         """The account."""
         self.__period: Period = period
         """The period"""
-        self.brought_forward: ReportEntry | None
+        self.brought_forward: ReportLineItem | None
-        """The brought-forward entry."""
+        """The brought-forward line item."""
-        self.entries: list[ReportEntry]
+        self.line_items: list[ReportLineItem]
-        """The report entries."""
+        """The line items."""
-        self.total: ReportEntry | None
+        self.total: ReportLineItem | None
-        """The total entry."""
+        """The total line item."""
-        self.brought_forward = self.__get_brought_forward_entry()
+        self.brought_forward = self.__get_brought_forward()
-        self.entries = self.__query_entries()
+        self.line_items = self.__query_line_items()
-        self.total = self.__get_total_entry()
+        self.total = self.__get_total()
         self.__populate_balance()
 
-    def __get_brought_forward_entry(self) -> ReportEntry | None:
+    def __get_brought_forward(self) -> ReportLineItem | None:
-        """Queries, composes and returns the brought-forward entry.
+        """Queries, composes and returns the brought-forward line item.
 
-        :return: The brought-forward entry, or None if the report starts from
+        :return: The brought-forward line item, or None if the report starts
-            the beginning.
+            from the beginning.
         """
         if self.__period.start is None:
             return None
         if self.__account.is_nominal:
             return None
         balance_func: sa.Function = sa.func.sum(sa.case(
-            (JournalEntry.is_debit, JournalEntry.amount),
+            (JournalEntryLineItem.is_debit, JournalEntryLineItem.amount),
-            else_=-JournalEntry.amount))
+            else_=-JournalEntryLineItem.amount))
-        select: sa.Select = sa.Select(balance_func).join(Transaction)\
+        select: sa.Select = sa.Select(balance_func).join(JournalEntry)\
-            .filter(be(JournalEntry.currency_code == self.__currency.code),
+            .filter(be(JournalEntryLineItem.currency_code
-                    be(JournalEntry.account_id == self.__account.id),
+                       == self.__currency.code),
-                    Transaction.date < self.__period.start)
+                    be(JournalEntryLineItem.account_id
+                       == self.__account.id),
+                    JournalEntry.date < self.__period.start)
         balance: int | None = db.session.scalar(select)
         if balance is None:
             return None
-        entry: ReportEntry = ReportEntry()
+        line_item: ReportLineItem = ReportLineItem()
-        entry.is_brought_forward = True
+        line_item.is_brought_forward = True
-        entry.date = self.__period.start
+        line_item.date = self.__period.start
-        entry.summary = gettext("Brought forward")
+        line_item.description = gettext("Brought forward")
         if balance > 0:
-            entry.debit = balance
+            line_item.debit = balance
         elif balance < 0:
-            entry.credit = -balance
+            line_item.credit = -balance
-        entry.balance = balance
+        line_item.balance = balance
-        return entry
+        return line_item
 
-    def __query_entries(self) -> list[ReportEntry]:
+    def __query_line_items(self) -> list[ReportLineItem]:
-        """Queries and returns the report entries.
+        """Queries and returns the line items.
 
-        :return: The report entries.
+        :return: The line items.
         """
         conditions: list[sa.BinaryExpression] \
-            = [JournalEntry.currency_code == self.__currency.code,
+            = [JournalEntryLineItem.currency_code == self.__currency.code,
-               JournalEntry.account_id == self.__account.id]
+               JournalEntryLineItem.account_id == self.__account.id]
         if self.__period.start is not None:
-            conditions.append(Transaction.date >= self.__period.start)
+            conditions.append(JournalEntry.date >= self.__period.start)
         if self.__period.end is not None:
-            conditions.append(Transaction.date <= self.__period.end)
+            conditions.append(JournalEntry.date <= self.__period.end)
-        return [ReportEntry(x) for x in JournalEntry.query.join(Transaction)
+        return [ReportLineItem(x) for x in JournalEntryLineItem.query
+                .join(JournalEntry)
                 .filter(*conditions)
-                .order_by(Transaction.date,
+                .order_by(JournalEntry.date,
-                          Transaction.no,
+                          JournalEntry.no,
-                          JournalEntry.is_debit.desc(),
+                          JournalEntryLineItem.is_debit.desc(),
-                          JournalEntry.no)
+                          JournalEntryLineItem.no)
-                .options(selectinload(JournalEntry.transaction)).all()]
+                .options(selectinload(JournalEntryLineItem.journal_entry))
+                .all()]
 
-    def __get_total_entry(self) -> ReportEntry | None:
+    def __get_total(self) -> ReportLineItem | None:
-        """Composes the total entry.
+        """Composes the total line item.
 
-        :return: The total entry, or None if there is no data.
+        :return: The total line item, or None if there is no data.
         """
-        if self.brought_forward is None and len(self.entries) == 0:
+        if self.brought_forward is None and len(self.line_items) == 0:
             return None
-        entry: ReportEntry = ReportEntry()
+        line_item: ReportLineItem = ReportLineItem()
-        entry.is_total = True
+        line_item.is_total = True
-        entry.summary = gettext("Total")
+        line_item.description = gettext("Total")
-        entry.debit = sum([x.debit for x in self.entries
+        line_item.debit = sum([x.debit for x in self.line_items
                                if x.debit is not None])
-        entry.credit = sum([x.credit for x in self.entries
+        line_item.credit = sum([x.credit for x in self.line_items
                                 if x.credit is not None])
-        entry.balance = entry.debit - entry.credit
+        line_item.balance = line_item.debit - line_item.credit
         if self.brought_forward is not None:
-            entry.balance = self.brought_forward.balance + entry.balance
+            line_item.balance \
-        return entry
+                = self.brought_forward.balance + line_item.balance
+        return line_item
 
     def __populate_balance(self) -> None:
-        """Populates the balance of the entries.
+        """Populates the balance of the line items.
 
         :return: None.
         """
@@ -182,36 +188,36 @@ class EntryCollector:
             return None
         balance: Decimal = 0 if self.brought_forward is None \
             else self.brought_forward.balance
-        for entry in self.entries:
+        for line_item in self.line_items:
-            if entry.debit is not None:
+            if line_item.debit is not None:
-                balance = balance + entry.debit
+                balance = balance + line_item.debit
-            if entry.credit is not None:
+            if line_item.credit is not None:
-                balance = balance - entry.credit
+                balance = balance - line_item.credit
-            entry.balance = balance
+            line_item.balance = balance
 
 
 class CSVRow(BaseCSVRow):
     """A row in the CSV."""
 
-    def __init__(self, txn_date: date | str | None,
+    def __init__(self, journal_entry_date: date | str | None,
-                 summary: str | None,
+                 description: 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 journal_entry_date: The journal entry date.
-        :param summary: The summary.
+        :param description: The description.
         :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
+        self.date: date | str | None = journal_entry_date
         """The date."""
-        self.summary: str | None = summary
+        self.description: str | None = description
-        """The summary."""
+        """The description."""
         self.debit: str | Decimal | None = debit
         """The debit amount."""
         self.credit: str | Decimal | None = credit
@@ -227,7 +233,7 @@ class CSVRow(BaseCSVRow):
 
         :return: The values of the row.
         """
-        return [self.date, self.summary,
+        return [self.date, self.description,
                 self.debit, self.credit, self.balance, self.note]
 
 
@@ -238,19 +244,19 @@ class PageParams(BasePageParams):
                  account: Account,
                  period: Period,
                  has_data: bool,
-                 pagination: Pagination[ReportEntry],
+                 pagination: Pagination[ReportLineItem],
-                 brought_forward: ReportEntry | None,
+                 brought_forward: ReportLineItem | None,
-                 entries: list[ReportEntry],
+                 line_items: list[ReportLineItem],
-                 total: ReportEntry | None):
+                 total: ReportLineItem | 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 brought_forward: The brought-forward line item.
-        :param entries: The report entries.
+        :param line_items: The line items.
-        :param total: The total entry.
+        :param total: The total line item.
         """
         self.currency: Currency = currency
         """The currency."""
@@ -260,14 +266,14 @@ class PageParams(BasePageParams):
         """The period."""
         self.__has_data: bool = has_data
         """True if there is any data, or False otherwise."""
-        self.pagination: Pagination[ReportEntry] = pagination
+        self.pagination: Pagination[ReportLineItem] = pagination
         """The pagination."""
-        self.brought_forward: ReportEntry | None = brought_forward
+        self.brought_forward: ReportLineItem | None = brought_forward
-        """The brought-forward entry."""
+        """The brought-forward line item."""
-        self.entries: list[ReportEntry] = entries
+        self.line_items: list[ReportLineItem] = line_items
-        """The entries."""
+        """The line items."""
-        self.total: ReportEntry | None = total
+        self.total: ReportLineItem | None = total
-        """The total entry."""
+        """The total line item."""
         self.period_chooser: PeriodChooser = PeriodChooser(
             lambda x: ledger_url(currency, account, x))
         """The period chooser."""
@@ -306,9 +312,10 @@ class PageParams(BasePageParams):
 
         :return: The account options.
         """
-        in_use: sa.Select = sa.Select(JournalEntry.account_id)\
+        in_use: sa.Select = sa.Select(JournalEntryLineItem.account_id)\
-            .filter(be(JournalEntry.currency_code == self.currency.code))\
+            .filter(be(JournalEntryLineItem.currency_code
-            .group_by(JournalEntry.account_id)
+                       == self.currency.code))\
+            .group_by(JournalEntryLineItem.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))
@@ -331,14 +338,15 @@ class Ledger(BaseReport):
         """The account."""
         self.__period: Period = period
         """The period."""
-        collector: EntryCollector = EntryCollector(
+        collector: LineItemCollector = LineItemCollector(
             self.__currency, self.__account, self.__period)
-        self.__brought_forward: ReportEntry | None = collector.brought_forward
+        self.__brought_forward: ReportLineItem | None \
-        """The brought-forward entry."""
+            = collector.brought_forward
-        self.__entries: list[ReportEntry] = collector.entries
+        """The brought-forward line item."""
-        """The report entries."""
+        self.__line_items: list[ReportLineItem] = collector.line_items
-        self.__total: ReportEntry | None = collector.total
+        """The line items."""
-        """The total entry."""
+        self.__total: ReportLineItem | None = collector.total
+        """The total line item."""
 
     def csv(self) -> Response:
         """Returns the report as CSV for download.
@@ -355,19 +363,19 @@ class Ledger(BaseReport):
 
         :return: The CSV rows.
         """
-        rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Summary"),
+        rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Description"),
                                      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.description,
                                self.__brought_forward.debit,
                                self.__brought_forward.credit,
                                self.__brought_forward.balance,
                                None))
-        rows.extend([CSVRow(x.date, x.summary,
+        rows.extend([CSVRow(x.date, x.description,
                             x.debit, x.credit, x.balance, x.note)
-                     for x in self.__entries])
+                     for x in self.__line_items])
         if self.__total is not None:
             rows.append(CSVRow(gettext("Total"), None,
                                self.__total.debit, self.__total.credit,
@@ -379,31 +387,31 @@ class Ledger(BaseReport):
 
         :return: The report as HTML.
         """
-        all_entries: list[ReportEntry] = []
+        all_line_items: list[ReportLineItem] = []
         if self.__brought_forward is not None:
-            all_entries.append(self.__brought_forward)
+            all_line_items.append(self.__brought_forward)
-        all_entries.extend(self.__entries)
+        all_line_items.extend(self.__line_items)
         if self.__total is not None:
-            all_entries.append(self.__total)
+            all_line_items.append(self.__total)
-        pagination: Pagination[ReportEntry] \
+        pagination: Pagination[ReportLineItem] \
-            = Pagination[ReportEntry](all_entries, is_reversed=True)
+            = Pagination[ReportLineItem](all_line_items, is_reversed=True)
-        page_entries: list[ReportEntry] = pagination.list
+        page_line_items: list[ReportLineItem] = pagination.list
-        has_data: bool = len(page_entries) > 0
+        has_data: bool = len(page_line_items) > 0
-        brought_forward: ReportEntry | None = None
+        brought_forward: ReportLineItem | None = None
-        if len(page_entries) > 0 and page_entries[0].is_brought_forward:
+        if len(page_line_items) > 0 and page_line_items[0].is_brought_forward:
-            brought_forward = page_entries[0]
+            brought_forward = page_line_items[0]
-            page_entries = page_entries[1:]
+            page_line_items = page_line_items[1:]
-        total: ReportEntry | None = None
+        total: ReportLineItem | None = None
-        if len(page_entries) > 0 and page_entries[-1].is_total:
+        if len(page_line_items) > 0 and page_line_items[-1].is_total:
-            total = page_entries[-1]
+            total = page_line_items[-1]
-            page_entries = page_entries[:-1]
+            page_line_items = page_line_items[:-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,
+                                        line_items=page_line_items,
                                         total=total)
         return render_template("accounting/report/ledger.html",
                                report=params)

src/accounting/report/reports/search.py

@@ -26,7 +26,7 @@ from sqlalchemy.orm import selectinload
 
 from accounting.locale import gettext
 from accounting.models import Currency, CurrencyL10n, Account, AccountL10n, \
-    Transaction, JournalEntry
+    JournalEntry, JournalEntryLineItem
 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
@@ -38,18 +38,18 @@ from accounting.utils.query import parse_query_keywords
 from .journal import get_csv_rows
 
 
-class EntryCollector:
+class LineItemCollector:
-    """The report entry collector."""
+    """The line item collector."""
 
     def __init__(self):
-        """Constructs the report entry collector."""
+        """Constructs the line item collector."""
-        self.entries: list[JournalEntry] = self.__query_entries()
+        self.line_items: list[JournalEntryLineItem] = self.__query_line_items()
-        """The report entries."""
+        """The line items."""
 
-    def __query_entries(self) -> list[JournalEntry]:
+    def __query_line_items(self) -> list[JournalEntryLineItem]:
-        """Queries and returns the journal entries.
+        """Queries and returns the line items.
 
-        :return: The journal entries.
+        :return: The line items.
         """
         keywords: list[str] = parse_query_keywords(request.args.get("q"))
         if len(keywords) == 0:
@@ -57,26 +57,28 @@ class EntryCollector:
         conditions: list[sa.BinaryExpression] = []
         for k in keywords:
             sub_conditions: list[sa.BinaryExpression] \
-                = [JournalEntry.summary.contains(k),
+                = [JournalEntryLineItem.description.icontains(k),
-                   JournalEntry.account_id.in_(
+                   JournalEntryLineItem.account_id.in_(
                        self.__get_account_condition(k)),
-                   JournalEntry.currency_code.in_(
+                   JournalEntryLineItem.currency_code.in_(
                        self.__get_currency_condition(k)),
-                   JournalEntry.transaction_id.in_(
+                   JournalEntryLineItem.journal_entry_id.in_(
-                       self.__get_transaction_condition(k))]
+                       self.__get_journal_entry_condition(k))]
             try:
-                sub_conditions.append(JournalEntry.amount == Decimal(k))
+                sub_conditions.append(
+                    JournalEntryLineItem.amount == Decimal(k))
             except ArithmeticError:
                 pass
             conditions.append(sa.or_(*sub_conditions))
-        return JournalEntry.query.join(Transaction).filter(*conditions)\
+        return JournalEntryLineItem.query.join(JournalEntry)\
-            .order_by(Transaction.date,
+            .filter(*conditions)\
-                      Transaction.no,
+            .order_by(JournalEntry.date,
-                      JournalEntry.is_debit,
+                      JournalEntry.no,
-                      JournalEntry.no)\
+                      JournalEntryLineItem.is_debit,
-            .options(selectinload(JournalEntry.account),
+                      JournalEntryLineItem.no)\
-                     selectinload(JournalEntry.currency),
+            .options(selectinload(JournalEntryLineItem.account),
-                     selectinload(JournalEntry.transaction)).all()
+                     selectinload(JournalEntryLineItem.currency),
+                     selectinload(JournalEntryLineItem.journal_entry)).all()
 
     @staticmethod
     def __get_account_condition(k: str) -> sa.Select:
@@ -90,13 +92,13 @@ class EntryCollector:
                              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))
+            .filter(AccountL10n.title.icontains(k))
         conditions: list[sa.BinaryExpression] \
             = [Account.base_code.contains(k),
-               Account.title_l10n.contains(k),
+               Account.title_l10n.icontains(k),
                code.contains(k),
                Account.id.in_(select_l10n)]
-        if k in gettext("Need offset"):
+        if k in gettext("Needs Offset"):
             conditions.append(Account.is_need_offset)
         return sa.select(Account.id).filter(sa.or_(*conditions))
 
@@ -108,57 +110,63 @@ class EntryCollector:
         :return: The condition to filter the currency.
         """
         select_l10n: sa.Select = sa.select(CurrencyL10n.currency_code)\
-            .filter(CurrencyL10n.name.contains(k))
+            .filter(CurrencyL10n.name.icontains(k))
         return sa.select(Currency.code).filter(
-            sa.or_(Currency.code.contains(k),
+            sa.or_(Currency.code.icontains(k),
-                   Currency.name_l10n.contains(k),
+                   Currency.name_l10n.icontains(k),
                    Currency.code.in_(select_l10n)))
 
     @staticmethod
-    def __get_transaction_condition(k: str) -> sa.Select:
+    def __get_journal_entry_condition(k: str) -> sa.Select:
-        """Composes and returns the condition to filter the transaction.
+        """Composes and returns the condition to filter the journal entry.
 
         :param k: The keyword.
-        :return: The condition to filter the transaction.
+        :return: The condition to filter the journal entry.
         """
-        conditions: list[sa.BinaryExpression] = [Transaction.note.contains(k)]
+        conditions: list[sa.BinaryExpression] \
-        txn_date: datetime
+            = [JournalEntry.note.icontains(k)]
+        journal_entry_date: datetime
         try:
-            txn_date = datetime.strptime(k, "%Y")
+            journal_entry_date = datetime.strptime(k, "%Y")
             conditions.append(
-                be(sa.extract("year", Transaction.date) == txn_date.year))
+                be(sa.extract("year", JournalEntry.date)
+                   == journal_entry_date.year))
         except ValueError:
             pass
         try:
-            txn_date = datetime.strptime(k, "%Y/%m")
+            journal_entry_date = datetime.strptime(k, "%Y/%m")
             conditions.append(sa.and_(
-                sa.extract("year", Transaction.date) == txn_date.year,
+                sa.extract("year", JournalEntry.date)
-                sa.extract("month", Transaction.date) == txn_date.month))
+                == journal_entry_date.year,
+                sa.extract("month", JournalEntry.date)
+                == journal_entry_date.month))
         except ValueError:
             pass
         try:
-            txn_date = datetime.strptime(f"2000/{k}", "%Y/%m/%d")
+            journal_entry_date = datetime.strptime(f"2000/{k}", "%Y/%m/%d")
             conditions.append(sa.and_(
-                sa.extract("month", Transaction.date) == txn_date.month,
+                sa.extract("month", JournalEntry.date)
-                sa.extract("day", Transaction.date) == txn_date.day))
+                == journal_entry_date.month,
+                sa.extract("day", JournalEntry.date)
+                == journal_entry_date.day))
         except ValueError:
             pass
-        return sa.select(Transaction.id).filter(sa.or_(*conditions))
+        return sa.select(JournalEntry.id).filter(sa.or_(*conditions))
 
 
 class PageParams(BasePageParams):
     """The HTML page parameters."""
 
-    def __init__(self, pagination: Pagination[JournalEntry],
+    def __init__(self, pagination: Pagination[JournalEntryLineItem],
-                 entries: list[JournalEntry]):
+                 line_items: list[JournalEntryLineItem]):
         """Constructs the HTML page parameters.
 
-        :param entries: The search result entries.
+        :param line_items: The search result line items.
         """
-        self.pagination: Pagination[JournalEntry] = pagination
+        self.pagination: Pagination[JournalEntryLineItem] = pagination
         """The pagination."""
-        self.entries: list[JournalEntry] = entries
+        self.line_items: list[JournalEntryLineItem] = line_items
-        """The entries."""
+        """The line items."""
 
     @property
     def has_data(self) -> bool:
@@ -166,7 +174,7 @@ class PageParams(BasePageParams):
 
         :return: True if there is any data, or False otherwise.
         """
-        return len(self.entries) > 0
+        return len(self.line_items) > 0
 
     @property
     def report_chooser(self) -> ReportChooser:
@@ -182,8 +190,9 @@ class Search(BaseReport):
 
     def __init__(self):
         """Constructs a search."""
-        self.__entries: list[JournalEntry] = EntryCollector().entries
+        self.__line_items: list[JournalEntryLineItem] \
-        """The journal entries."""
+            = LineItemCollector().line_items
+        """The line items."""
 
     def csv(self) -> Response:
         """Returns the report as CSV for download.
@@ -191,16 +200,17 @@ class Search(BaseReport):
         :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))
+        return csv_download(filename, get_csv_rows(self.__line_items))
 
     def html(self) -> str:
         """Composes and returns the report as HTML.
 
         :return: The report as HTML.
         """
-        pagination: Pagination[JournalEntry] \
+        pagination: Pagination[JournalEntryLineItem] \
-            = Pagination[JournalEntry](self.__entries, is_reversed=True)
+            = Pagination[JournalEntryLineItem](self.__line_items,
+                                               is_reversed=True)
         params: PageParams = PageParams(pagination=pagination,
-                                        entries=pagination.list)
+                                        line_items=pagination.list)
         return render_template("accounting/report/search.html",
                                report=params)

src/accounting/report/reports/trial_balance.py

@@ -24,7 +24,8 @@ 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.models import Currency, Account, JournalEntry, \
+    JournalEntryLineItem
 from accounting.report.period import Period, PeriodChooser
 from accounting.report.utils.base_page_params import BasePageParams
 from accounting.report.utils.base_report import BaseReport
@@ -178,16 +179,16 @@ class TrialBalance(BaseReport):
         :return: None.
         """
         conditions: list[sa.BinaryExpression] \
-            = [JournalEntry.currency_code == self.__currency.code]
+            = [JournalEntryLineItem.currency_code == self.__currency.code]
         if self.__period.start is not None:
-            conditions.append(Transaction.date >= self.__period.start)
+            conditions.append(JournalEntry.date >= self.__period.start)
         if self.__period.end is not None:
-            conditions.append(Transaction.date <= self.__period.end)
+            conditions.append(JournalEntry.date <= self.__period.end)
         balance_func: sa.Function = sa.func.sum(sa.case(
-            (JournalEntry.is_debit, JournalEntry.amount),
+            (JournalEntryLineItem.is_debit, JournalEntryLineItem.amount),
-            else_=-JournalEntry.amount)).label("balance")
+            else_=-JournalEntryLineItem.amount)).label("balance")
         select_balances: sa.Select = sa.select(Account.id, balance_func)\
-            .join(Transaction).join(Account)\
+            .join(JournalEntry).join(Account)\
             .filter(*conditions)\
             .group_by(Account.id)\
             .order_by(Account.base_code, Account.no)

src/accounting/report/utils/base_page_params.py

@@ -26,8 +26,8 @@ import sqlalchemy as sa
 from flask import request
 
 from accounting import db
-from accounting.models import Currency, JournalEntry
+from accounting.models import Currency, JournalEntryLineItem
-from accounting.utils.txn_types import TransactionType
+from accounting.utils.journal_entry_types import JournalEntryType
 from .option_link import OptionLink
 from .report_chooser import ReportChooser
 
@@ -52,12 +52,12 @@ class BasePageParams(ABC):
         """
 
     @property
-    def txn_types(self) -> t.Type[TransactionType]:
+    def journal_entry_types(self) -> t.Type[JournalEntryType]:
-        """Returns the transaction types.
+        """Returns the journal entry types.
 
-        :return: The transaction types.
+        :return: The journal entry types.
         """
-        return TransactionType
+        return JournalEntryType
 
     @property
     def csv_uri(self) -> str:
@@ -81,8 +81,8 @@ class BasePageParams(ABC):
         :return: The currency options.
         """
         in_use: set[str] = set(db.session.scalars(
-            sa.select(JournalEntry.currency_code)
+            sa.select(JournalEntryLineItem.currency_code)
-            .group_by(JournalEntry.currency_code)).all())
+            .group_by(JournalEntryLineItem.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/report_chooser.py

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

src/accounting/report/utils/urls.py

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

src/accounting/report/views.py

@@ -23,11 +23,12 @@ from accounting import db
 from accounting.models import Currency, Account
 from accounting.report.period import Period, get_period
 from accounting.template_globals import default_currency_code
+from accounting.utils.current_account import CurrentAccount
+from accounting.utils.options import options
 from accounting.utils.permission import has_permission, can_view
 from .reports import Journal, Ledger, IncomeExpenses, TrialBalance, \
     IncomeStatement, BalanceSheet, Search
 from .template_filters import format_amount
-from .utils.ie_account import IncomeExpensesAccount, default_ie_account
 
 bp: Blueprint = Blueprint("report", __name__)
 """The view blueprint for the reports."""
@@ -43,7 +44,7 @@ def get_default_report() -> str | Response:
     """
     return __get_income_expenses(
         db.session.get(Currency, default_currency_code()),
-        default_ie_account(),
+        options.default_ie_account,
         get_period())
 
 
@@ -126,8 +127,7 @@ def __get_ledger(currency: Currency, account: Account, period: Period) \
 @bp.get("income-expenses/<currency:currency>/<ieAccount:account>",
         endpoint="income-expenses-default")
 @has_permission(can_view)
-def get_default_income_expenses(currency: Currency,
+def get_default_income_expenses(currency: Currency, account: CurrentAccount) \
-                                account: IncomeExpensesAccount) \
         -> str | Response:
     """Returns the income and expenses log in the default period.
 
@@ -142,7 +142,7 @@ def get_default_income_expenses(currency: Currency,
     "income-expenses/<currency:currency>/<ieAccount:account>/<period:period>",
     endpoint="income-expenses")
 @has_permission(can_view)
-def get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
+def get_income_expenses(currency: Currency, account: CurrentAccount,
                         period: Period) -> str | Response:
     """Returns the income and expenses log.
 
@@ -154,7 +154,7 @@ def get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
     return __get_income_expenses(currency, account, period)
 
 
-def __get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
+def __get_income_expenses(currency: Currency, account: CurrentAccount,
                           period: Period) -> str | Response:
     """Returns the income and expenses log.
 

src/accounting/static/css/style.css

@@ -76,7 +76,7 @@
         height: 3.2rem;
         width: 3.2rem;
         border-radius: 50%;
-        margin-left: 1rem;
+        margin-right: 0.5rem;
     }
     .accounting-toolbar > a.btn, .accounting-toolbar > .btn-group > a.btn {
         padding-top: 0.7rem;
@@ -117,29 +117,29 @@
 }
 
 /* Links between objects */
-.accounting-original-entry {
+.accounting-original-line-item {
     border-top: thin solid darkslategray;
     padding: 0.2rem 0.5rem;
 }
-.accounting-original-entry a {
+.accounting-original-line-item a {
     color: inherit;
     text-decoration: none;
 }
-.accounting-original-entry a:hover {
+.accounting-original-line-item a:hover {
     color: inherit;
 }
-.accounting-offset-entries {
+.accounting-offset-line-items {
     border-top: thin solid darkslategray;
     padding: 0.2rem 0.5rem;
 }
-.accounting-offset-entries ul li {
+.accounting-offset-line-items ul li {
     list-style: none;
 }
-.accounting-offset-entries ul li a {
+.accounting-offset-line-items ul li a {
     color: inherit;
     text-decoration: none;
 }
-.accounting-offset-entries ul li a:hover {
+.accounting-offset-line-items ul li a:hover {
     color: inherit;
 }
 
@@ -149,38 +149,35 @@
     overflow-y: scroll;
 }
 
-/** The transaction management */
+/** The journal entry management */
 .accounting-currency-control {
     background-color: transparent;
 }
 .accounting-currency-content {
     width: calc(100% - 3rem);
 }
-.accounting-entry-content {
+.accounting-line-item-content {
     width: calc(100% - 3rem);
     background-color: transparent;
 }
-.accounting-entry-control {
-    border-color: transparent;
-}
 .accounting-list-group-stripped .list-group-item:nth-child(2n+1) {
     background-color: #f2f2f2;
 }
 .accounting-list-group-hover .list-group-item:hover {
     background-color: #ececec;
 }
-.accounting-transaction-entry {
+.accounting-journal-entry-line-item {
     border: none;
 }
-.accounting-transaction-entry-header {
+.accounting-journal-entry-line-item-header {
     font-weight: bolder;
     border-bottom: thick double slategray;
 }
-.list-group-item.accounting-transaction-entry-total {
+.list-group-item.accounting-journal-entry-line-item-total {
     font-weight: bolder;
     border-top: thick double slategray;
 }
-.accounting-entry-editor-original-entry-content {
+.accounting-line-item-editor-original-line-item-content {
     width: calc(100% - 3rem);
 }
 
@@ -318,6 +315,30 @@ a.accounting-report-table-row {
     padding-left: 1rem;
 }
 
+/* The description editor */
+.accounting-description-editor-buttons .btn {
+    margin-bottom: 0.3rem;
+}
+
+/* The order of the journal entries in a same day */
+.accounting-journal-entry-order-item, .accounting-journal-entry-order-item:hover {
+    color: inherit;
+    text-decoration: none;
+}
+.accounting-journal-entry-order-item-currency {
+    margin-left: 0.5rem;
+    border-top: thin solid lightgray;
+    margin-top: 0.2rem;
+}
+
+/* The illustration of the description template for the recurring transactions */
+.accounting-recurring-description-template-illustration p {
+    margin: 0.2rem 0;
+}
+.accounting-recurring-description-template-illustration ul {
+    margin: 0;
+}
+
 /* The Material Design text field (floating form control in Bootstrap) */
 .accounting-material-text-field {
     position: relative;
@@ -342,7 +363,7 @@ a.accounting-report-table-row {
 .accounting-material-fab {
     position: fixed;
     right: 2rem;
-    bottom: 1rem;
+    bottom: 2rem;
     z-index: 10;
     flex-direction: column-reverse;
 }

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

@@ -110,14 +110,23 @@ class AccountForm {
         this.#isNeedOffsetControl = document.getElementById("accounting-is-need-offset-control");
         this.#isNeedOffset = document.getElementById("accounting-is-need-offset");
         this.#formElement.onsubmit = () => {
-            return this.#validateForm();
+            return this.#validate();
         };
         this.#baseControl.onclick = () => {
             this.#baseControl.classList.add("accounting-not-empty");
-            this.#baseAccountSelector.onOpen(this.#baseCode.value);
+            this.#baseAccountSelector.onOpen();
         };
     }
 
+    /**
+     * Returns the base code.
+     *
+     * @return {string|null}
+     */
+    get baseCode() {
+        return this.#baseCode.value === ""? null: this.#baseCode.value;
+    }
+
     /**
      * The callback when the base account selector is closed.
      *
@@ -129,15 +138,14 @@ class AccountForm {
     }
 
     /**
-     * Sets the base account.
+     * Saves the selected base account.
      *
-     * @param code {string} the base account code
+     * @param account {BaseAccountOption} the selected base account
-     * @param text {string} the text for the base account
      */
-    setBaseAccount(code, text) {
+    saveBaseAccount(account) {
-        this.#baseCode.value = code;
+        this.#baseCode.value = account.code;
-        this.#base.innerText = text;
+        this.#base.innerText = account.text;
-        if (["1", "2", "3"].includes(code.substring(0, 1))) {
+        if (["1", "2", "3"].includes(account.code.substring(0, 1))) {
             this.#isNeedOffsetControl.classList.remove("d-none");
             this.#isNeedOffset.disabled = false;
         } else {
@@ -163,7 +171,7 @@ class AccountForm {
      *
      * @returns {boolean} true if valid, or false otherwise
      */
-    #validateForm() {
+    #validate() {
         let isValid = true;
         isValid = this.#validateBase() && isValid;
         isValid = this.#validateTitle() && isValid;
@@ -225,7 +233,7 @@ class BaseAccountSelector {
      * The account form
      * @type {AccountForm}
      */
-    #form;
+    form;
 
     /**
      * The selector modal
@@ -253,7 +261,7 @@ class BaseAccountSelector {
 
     /**
      * The options
-     * @type {HTMLLIElement[]}
+     * @type {BaseAccountOption[]}
      */
     #options;
 
@@ -269,83 +277,54 @@ class BaseAccountSelector {
      * @param form {AccountForm} the form
      */
     constructor(form) {
-        this.#form = form;
+        this.form = form;
-        this.#modal = document.getElementById("accounting-base-selector-modal");
+        const prefix = "accounting-base-selector";
-        this.#query = document.getElementById("accounting-base-selector-query");
+        this.#modal = document.getElementById(`${prefix}-modal`);
-        this.#optionList = document.getElementById("accounting-base-selector-option-list");
+        this.#query = document.getElementById(`${prefix}-query`);
-        // noinspection JSValidateTypes
+        this.#queryNoResult = document.getElementById(`${prefix}-option-no-result`);
-        this.#options = Array.from(document.getElementsByClassName("accounting-base-selector-option"));
+        this.#optionList = document.getElementById(`${prefix}-option-list`);
-        this.#clearButton = document.getElementById("accounting-base-selector-clear");
+        this.#options = Array.from(document.getElementsByClassName(`${prefix}-option`)).map((element) => new BaseAccountOption(this, element));
-        this.#queryNoResult = document.getElementById("accounting-base-selector-option-no-result");
+        this.#clearButton = document.getElementById(`${prefix}-clear`);
-        this.#modal.addEventListener("hidden.bs.modal", () => {
+
-            this.#form.onBaseAccountSelectorClosed();
+        this.#modal.addEventListener("hidden.bs.modal", () => this.form.onBaseAccountSelectorClosed());
-        });
+        this.#query.oninput = () => this.#filterOptions();
-        for (const option of this.#options) {
+        this.#clearButton.onclick = () => this.form.clearBaseAccount();
-            option.onclick = () => {
-                this.#form.setBaseAccount(option.dataset.code, option.dataset.content);
-            };
-        }
-        this.#clearButton.onclick = () => {
-            this.#form.clearBaseAccount();
-        };
-        this.#initializeBaseAccountQuery();
     }
 
     /**
-     * Initializes the query.
+     * Filters the options.
      *
      */
-    #initializeBaseAccountQuery() {
+    #filterOptions() {
-        this.#query.addEventListener("input", () => {
+        let isAnyMatched = false;
-            if (this.#query.value === "") {
         for (const option of this.#options) {
-                    option.classList.remove("d-none");
+            if (option.isMatched(this.#query.value)) {
-                }
+                option.setShown(true);
-                this.#optionList.classList.remove("d-none");
+                isAnyMatched = true;
-                this.#queryNoResult.classList.add("d-none");
-                return
-            }
-            let hasAnyMatched = false;
-            for (const option of this.#options) {
-                const queryValues = JSON.parse(option.dataset.queryValues);
-                let isMatched = false;
-                for (const queryValue of queryValues) {
-                    if (queryValue.includes(this.#query.value)) {
-                        isMatched = true;
-                        break;
-                    }
-                }
-                if (isMatched) {
-                    option.classList.remove("d-none");
-                    hasAnyMatched = true;
             } else {
-                    option.classList.add("d-none");
+                option.setShown(false);
             }
         }
-            if (!hasAnyMatched) {
+        if (!isAnyMatched) {
             this.#optionList.classList.add("d-none");
             this.#queryNoResult.classList.remove("d-none");
         } else {
             this.#optionList.classList.remove("d-none");
             this.#queryNoResult.classList.add("d-none");
         }
-        });
     }
 
     /**
      * The callback when the base account selector is shown.
      *
-     * @param baseCode {string} the active base code
      */
-    onOpen(baseCode) {
+    onOpen() {
+        this.#query.value = "";
+        this.#filterOptions();
         for (const option of this.#options) {
-            if (option.dataset.code === baseCode) {
+            option.setActive(option.code === this.form.baseCode);
-                option.classList.add("active");
-            } else {
-                option.classList.remove("active");
         }
-        }
+        if (this.form.baseCode === null) {
-        if (baseCode === "") {
             this.#clearButton.classList.add("btn-secondary")
             this.#clearButton.classList.remove("btn-danger");
             this.#clearButton.disabled = true;
@@ -356,3 +335,100 @@ class BaseAccountSelector {
         }
     }
 }
+
+/**
+ * A base account option.
+ *
+ */
+class BaseAccountOption {
+
+    /**
+     * The base account selector
+     * @type {BaseAccountSelector}
+     */
+    #selector;
+
+    /**
+     * The element
+     * @type {HTMLLIElement}
+     */
+    #element;
+
+    /**
+     * The account code
+     * @type {string}
+     */
+    code;
+
+    /**
+     * The account text
+     * @type {string}
+     */
+    text;
+
+    /**
+     * The values to query against
+     * @type {string[]}
+     */
+    #queryValues;
+
+    /**
+     * Constructs the account in the base account selector.
+     *
+     * @param selector {BaseAccountSelector} the base account selector
+     * @param element {HTMLLIElement} the element
+     */
+    constructor(selector, element) {
+        this.#selector = selector;
+        this.#element = element;
+        this.code = element.dataset.code;
+        this.text = element.dataset.text;
+        this.#queryValues = JSON.parse(element.dataset.queryValues);
+
+        this.#element.onclick = () => this.#selector.form.saveBaseAccount(this);
+    }
+
+    /**
+     * Returns whether the account matches the query.
+     *
+     * @param query {string} the query term
+     * @return {boolean} true if the option matches, or false otherwise
+     */
+    isMatched(query) {
+        if (query === "") {
+            return true;
+        }
+        for (const queryValue of this.#queryValues) {
+            if (queryValue.toLowerCase().includes(query.toLowerCase())) {
+                return true;
+            }
+        }
+        return false;
+    }
+
+    /**
+     * Sets whether the option is shown.
+     *
+     * @param isShown {boolean} true to show, or false otherwise
+     */
+    setShown(isShown) {
+        if (isShown) {
+            this.#element.classList.remove("d-none");
+        } else {
+            this.#element.classList.add("d-none");
+        }
+    }
+
+    /**
+     * Sets whether the option is active.
+     *
+     * @param isActive {boolean} true if active, or false otherwise
+     */
+    setActive(isActive) {
+        if (isActive) {
+            this.#element.classList.add("active");
+        } else {
+            this.#element.classList.remove("active");
+        }
+    }
+}

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

@@ -1,224 +0,0 @@
-/* The Mia! Accounting Flask Project
- * transaction-transfer-form.js: The JavaScript for the transfer transaction form
- */
-
-/*  Copyright (c) 2023 imacat.
- *
- *  Licensed under the Apache License, Version 2.0 (the "License");
- *  you may not use this file except in compliance with the License.
- *  You may obtain a copy of the License at
- *
- *      http://www.apache.org/licenses/LICENSE-2.0
- *
- *  Unless required by applicable law or agreed to in writing, software
- *  distributed under the License is distributed on an "AS IS" BASIS,
- *  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
- *  See the License for the specific language governing permissions and
- *  limitations under the License.
- */
-
-/* Author: imacat@mail.imacat.idv.tw (imacat)
- * First written: 2023/2/28
- */
-"use strict";
-
-/**
- * The account selector.
- *
- */
-class AccountSelector {
-
-    /**
-     * The journal entry editor
-     * @type {JournalEntryEditor}
-     */
-    #entryEditor;
-
-    /**
-     * The entry type
-     * @type {string}
-     */
-    entryType;
-
-    /**
-     * The prefix of the HTML ID and class
-     * @type {string}
-     */
-    #prefix;
-
-    /**
-     * The button to clear the account
-     * @type {HTMLButtonElement}
-     */
-    #clearButton
-
-    /**
-     * The query input
-     * @type {HTMLInputElement}
-     */
-    #query;
-
-    /**
-     * The error message when the query has no result
-     * @type {HTMLParagraphElement}
-     */
-    #queryNoResult;
-
-    /**
-     * The option list
-     * @type {HTMLUListElement}
-     */
-    #optionList;
-
-    /**
-     * The options
-     * @type {HTMLLIElement[]}
-     */
-    #options;
-
-    /**
-     * The more item to show all accounts
-     * @type {HTMLLIElement}
-     */
-    #more;
-
-    /**
-     * Constructs an account selector.
-     *
-     * @param entryEditor {JournalEntryEditor} the journal entry editor
-     * @param entryType {string} the entry type, either "debit" or "credit"
-     */
-    constructor(entryEditor, entryType) {
-        this.#entryEditor = entryEditor
-        this.entryType = entryType;
-        this.#prefix = "accounting-account-selector-" + entryType;
-        this.#query = document.getElementById(this.#prefix + "-query");
-        this.#queryNoResult = document.getElementById(this.#prefix + "-option-no-result");
-        this.#optionList = document.getElementById(this.#prefix + "-option-list");
-        // noinspection JSValidateTypes
-        this.#options = Array.from(document.getElementsByClassName(this.#prefix + "-option"));
-        this.#more = document.getElementById(this.#prefix + "-more");
-        this.#clearButton = document.getElementById(this.#prefix + "-btn-clear");
-        this.#more.onclick = () => {
-            this.#more.classList.add("d-none");
-            this.#filterOptions();
-        };
-        this.#clearButton.onclick = () => this.#entryEditor.clearAccount();
-        for (const option of this.#options) {
-            option.onclick = () => this.#entryEditor.saveAccount(option.dataset.code, option.dataset.content, option.classList.contains("accounting-account-is-need-offset"));
-        }
-        this.#query.addEventListener("input", () => {
-            this.#filterOptions();
-        });
-    }
-
-    /**
-     * Filters the options.
-     *
-     */
-    #filterOptions() {
-        const codesInUse = this.#getCodesUsedInForm();
-        let shouldAnyShow = false;
-        for (const option of this.#options) {
-            const shouldShow = this.#shouldOptionShow(option, this.#more, codesInUse, this.#query);
-            if (shouldShow) {
-                option.classList.remove("d-none");
-                shouldAnyShow = true;
-            } else {
-                option.classList.add("d-none");
-            }
-        }
-        if (!shouldAnyShow && this.#more.classList.contains("d-none")) {
-            this.#optionList.classList.add("d-none");
-            this.#queryNoResult.classList.remove("d-none");
-        } else {
-            this.#optionList.classList.remove("d-none");
-            this.#queryNoResult.classList.add("d-none");
-        }
-    }
-
-    /**
-     * Returns the account codes that are used in the form.
-     *
-     * @return {string[]} the account codes that are used in the form
-     */
-    #getCodesUsedInForm() {
-        const inUse = this.#entryEditor.form.getAccountCodesUsed(this.entryType);
-        if (this.#entryEditor.accountCode !== null) {
-            inUse.push(this.#entryEditor.accountCode);
-        }
-        return inUse
-    }
-
-    /**
-     * Returns whether an option should show.
-     *
-     * @param option {HTMLLIElement} the option
-     * @param more {HTMLLIElement} the more element
-     * @param inUse {string[]} the account codes that are used in the form
-     * @param query {HTMLInputElement} the query element, if any
-     * @return {boolean} true if the option should show, or false otherwise
-     */
-    #shouldOptionShow(option, more, inUse, query) {
-        const isQueryMatched = () => {
-            if (query.value === "") {
-                return true;
-            }
-            const queryValues = JSON.parse(option.dataset.queryValues);
-            for (const queryValue of queryValues) {
-                if (queryValue.includes(query.value)) {
-                    return true;
-                }
-            }
-            return false;
-        };
-        const isMoreMatched = () => {
-            if (more.classList.contains("d-none")) {
-                return true;
-            }
-            return option.classList.contains("accounting-account-in-use") || inUse.includes(option.dataset.code);
-        };
-        return isMoreMatched() && isQueryMatched();
-    }
-
-    /**
-     * The callback when the account selector is shown.
-     *
-     */
-    onOpen() {
-        this.#query.value = "";
-        this.#more.classList.remove("d-none");
-        this.#filterOptions();
-        for (const option of this.#options) {
-            if (option.dataset.code === this.#entryEditor.accountCode) {
-                option.classList.add("active");
-            } else {
-                option.classList.remove("active");
-            }
-        }
-        if (this.#entryEditor.accountCode === null) {
-            this.#clearButton.classList.add("btn-secondary");
-            this.#clearButton.classList.remove("btn-danger");
-            this.#clearButton.disabled = true;
-        } else {
-            this.#clearButton.classList.add("btn-danger");
-            this.#clearButton.classList.remove("btn-secondary");
-            this.#clearButton.disabled = false;
-        }
-    }
-
-    /**
-     * Returns the account selector instances.
-     *
-     * @param entryEditor {JournalEntryEditor} the journal entry editor
-     * @return {{debit: AccountSelector, credit: AccountSelector}}
-     */
-    static getInstances(entryEditor) {
-        const selectors = {}
-        const modals = Array.from(document.getElementsByClassName("accounting-account-selector"));
-        for (const modal of modals) {
-            selectors[modal.dataset.entryType] = new AccountSelector(entryEditor, modal.dataset.entryType);
-        }
-        return selectors;
-    }
-}

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

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

src/accounting/static/js/description-editor.js

@@ -1,5 +1,5 @@
 /* The Mia! Accounting Flask Project
- * summary-editor.js: The JavaScript for the summary editor
+ * description-editor.js: The JavaScript for the description editor
  */
 
 /*  Copyright (c) 2023 imacat.
@@ -23,40 +23,40 @@
 "use strict";
 
 /**
- * A summary editor.
+ * A description editor.
  *
  */
-class SummaryEditor {
+class DescriptionEditor {
 
     /**
-     * The journal entry editor
+     * The line item editor
-     * @type {JournalEntryEditor}
+     * @type {JournalEntryLineItemEditor}
      */
-    #entryEditor;
+    lineItemEditor;
 
     /**
-     * The summary editor form
+     * The description editor form
      * @type {HTMLFormElement}
      */
     #form;
 
     /**
-     * The prefix of the HTML ID and class
+     * The prefix of the HTML ID and class names
      * @type {string}
      */
     prefix;
 
     /**
-     * The modal of the summary editor
+     * The modal of the description editor
      * @type {HTMLDivElement}
      */
     #modal;
 
     /**
-     * The entry type, either "debit" or "credit"
+     * Either "debit" or "credit"
      * @type {string}
      */
-    entryType;
+    debitCredit;
 
     /**
      * The current tab
@@ -65,13 +65,13 @@ class SummaryEditor {
     currentTab;
 
     /**
-     * The summary input
+     * The description input
      * @type {HTMLInputElement}
      */
-    summary;
+    description;
 
     /**
-     * The button to the original entry selector
+     * The button to the original line item selector
      * @type {HTMLButtonElement}
      */
     #offsetButton;
@@ -102,37 +102,37 @@ class SummaryEditor {
 
     /**
      * The tab planes
-     * @type {{general: GeneralTagTab, travel: GeneralTripTab, bus: BusTripTab, regular: RegularPaymentTab, annotation: AnnotationTab}}
+     * @type {{general: GeneralTagTab, travel: GeneralTripTab, bus: BusTripTab, recurring: RecurringTransactionTab, annotation: AnnotationTab}}
      */
     tabPlanes = {};
 
     /**
-     * Constructs a summary editor.
+     * Constructs a description editor.
      *
-     * @param entryEditor {JournalEntryEditor} the journal entry editor
+     * @param lineItemEditor {JournalEntryLineItemEditor} the line item editor
-     * @param entryType {string} the entry type, either "debit" or "credit"
+     * @param debitCredit {string} either "debit" or "credit"
      */
-    constructor(entryEditor, entryType) {
+    constructor(lineItemEditor, debitCredit) {
-        this.#entryEditor = entryEditor;
+        this.lineItemEditor = lineItemEditor;
-        this.entryType = entryType;
+        this.debitCredit = debitCredit;
-        this.prefix = "accounting-summary-editor-" + entryType;
+        this.prefix = "accounting-description-editor-" + debitCredit;
         this.#form = document.getElementById(this.prefix);
         this.#modal = document.getElementById(this.prefix + "-modal");
-        this.summary = document.getElementById(this.prefix + "-summary");
+        this.description = document.getElementById(this.prefix + "-description");
         this.#offsetButton = document.getElementById(this.prefix + "-offset");
         this.number = document.getElementById(this.prefix + "-annotation-number");
         this.note = document.getElementById(this.prefix + "-annotation-note");
         // noinspection JSValidateTypes
         this.#accountButtons = Array.from(document.getElementsByClassName(this.prefix + "-account"));
 
-        for (const cls of [GeneralTagTab, GeneralTripTab, BusTripTab, RegularPaymentTab, AnnotationTab]) {
+        for (const cls of [GeneralTagTab, GeneralTripTab, BusTripTab, RecurringTransactionTab, AnnotationTab]) {
             const tab = new cls(this);
             this.tabPlanes[tab.tabId()] = tab;
         }
         this.currentTab = this.tabPlanes.general;
         this.#initializeSuggestedAccounts();
-        this.summary.onchange = () => this.#onSummaryChange();
+        this.description.onchange = () => this.#onDescriptionChange();
-        this.#offsetButton.onclick = () => this.#entryEditor.originalEntrySelector.onOpen(this.#entryEditor);
+        this.#offsetButton.onclick = () => this.lineItemEditor.originalLineItemSelector.onOpen();
         this.#form.onsubmit = () => {
             if (this.currentTab.validate()) {
                 this.#submit();
@@ -142,12 +142,12 @@ class SummaryEditor {
     }
 
     /**
-     * The callback when the summary input is changed.
+     * The callback when the description input is changed.
      *
      */
-    #onSummaryChange() {
+    #onDescriptionChange() {
-        this.summary.value = this.summary.value.trim();
+        this.description.value = this.description.value.trim();
-        for (const tabPlane of [this.tabPlanes.bus, this.tabPlanes.travel, this.tabPlanes.general]) {
+        for (const tabPlane of [this.tabPlanes.recurring, this.tabPlanes.bus, this.tabPlanes.travel, this.tabPlanes.general]) {
             if (tabPlane.populate()) {
                 break;
             }
@@ -158,27 +158,31 @@ class SummaryEditor {
     /**
      * Filters the suggested accounts.
      *
-     * @param tagButton {HTMLButtonElement|null} the tag button
+     * @param tagButton {HTMLButtonElement} the tag button
      */
     filterSuggestedAccounts(tagButton) {
-        for (const accountButton of this.#accountButtons) {
+        this.clearSuggestedAccounts();
-            accountButton.classList.add("d-none");
-        }
-        if (tagButton === null) {
-            this.#selectAccount(null);
-            return;
-        }
         const suggested = JSON.parse(tagButton.dataset.accounts);
-        let selectedAccountButton = null;
         for (const accountButton of this.#accountButtons) {
             if (suggested.includes(accountButton.dataset.code)) {
                 accountButton.classList.remove("d-none");
                 if (accountButton.dataset.code === suggested[0]) {
-                    selectedAccountButton = accountButton;
+                    this.#selectAccount(accountButton);
+                    return;
                 }
             }
         }
-        this.#selectAccount(selectedAccountButton);
+    }
+
+    /**
+     * Clears the suggested accounts.
+     *
+     */
+    clearSuggestedAccounts() {
+        for (const accountButton of this.#accountButtons) {
+            accountButton.classList.add("d-none");
+        }
+        this.#selectAccount(null);
     }
 
     /**
@@ -209,34 +213,34 @@ class SummaryEditor {
     }
 
     /**
-     * Submits the summary.
+     * Submits the description.
      *
      */
     #submit() {
         bootstrap.Modal.getOrCreateInstance(this.#modal).hide();
         if (this.#selectedAccount !== null) {
-            this.#entryEditor.saveSummaryWithAccount(this.summary.value, this.#selectedAccount.dataset.code, this.#selectedAccount.dataset.text, this.#selectedAccount.classList.contains("accounting-account-is-need-offset"));
+            this.lineItemEditor.saveDescriptionWithAccount(this.description.value, this.#selectedAccount.dataset.code, this.#selectedAccount.dataset.text, this.#selectedAccount.classList.contains("accounting-account-is-need-offset"));
         } else {
-            this.#entryEditor.saveSummary(this.summary.value);
+            this.lineItemEditor.saveDescription(this.description.value);
         }
     }
 
     /**
-     * The callback when the summary editor is shown.
+     * The callback when the description editor is shown.
      *
      */
     onOpen() {
         this.#reset();
-        this.summary.value = this.#entryEditor.summary === null? "": this.#entryEditor.summary;
+        this.description.value = this.lineItemEditor.description === null? "": this.lineItemEditor.description;
-        this.#onSummaryChange();
+        this.#onDescriptionChange();
     }
 
     /**
-     * Resets the summary editor.
+     * Resets the description editor.
      *
      */
     #reset() {
-        this.summary.value = "";
+        this.description.value = "";
         for (const tabPlane of Object.values(this.tabPlanes)) {
             tabPlane.reset();
         }
@@ -244,16 +248,16 @@ class SummaryEditor {
     }
 
     /**
-     * Returns the summary editor instances.
+     * Returns the description editor instances.
      *
-     * @param entryEditor {JournalEntryEditor} the journal entry editor
+     * @param lineItemEditor {JournalEntryLineItemEditor} the line item editor
-     * @return {{debit: SummaryEditor, credit: SummaryEditor}}
+     * @return {{debit: DescriptionEditor, credit: DescriptionEditor}}
      */
-    static getInstances(entryEditor) {
+    static getInstances(lineItemEditor) {
         const editors = {}
-        const forms = Array.from(document.getElementsByClassName("accounting-summary-editor"));
+        const forms = Array.from(document.getElementsByClassName("accounting-description-editor"));
         for (const form of forms) {
-            editors[form.dataset.entryType] = new SummaryEditor(entryEditor, form.dataset.entryType);
+            editors[form.dataset.debitCredit] = new DescriptionEditor(lineItemEditor, form.dataset.debitCredit);
         }
         return editors;
     }
@@ -268,13 +272,13 @@ class SummaryEditor {
 class TabPlane {
 
     /**
-     * The parent summary editor
+     * The parent description editor
-     * @type {SummaryEditor}
+     * @type {DescriptionEditor}
      */
     editor;
 
     /**
-     * The prefix of the HTML ID and classes
+     * The prefix of the HTML ID and class names
      * @type {string}
      */
     prefix;
@@ -294,7 +298,7 @@ class TabPlane {
     /**
      * Constructs a tab plane.
      *
-     * @param editor {SummaryEditor} the parent summary editor
+     * @param editor {DescriptionEditor} the parent description editor
      */
     constructor(editor) {
         this.editor = editor;
@@ -320,9 +324,9 @@ class TabPlane {
     reset() { throw new Error("Method not implemented."); }
 
     /**
-     * Populates the tab plane with the summary input.
+     * Populates the tab plane with the description input.
      *
-     * @return {boolean} true if the summary input matches this tab, or false otherwise
+     * @return {boolean} true if the description input matches this tab, or false otherwise
      * @abstract
      */
     populate() { throw new Error("Method not implemented."); }
@@ -383,7 +387,7 @@ class TagTabPlane extends TabPlane {
     /**
      * Constructs a tab plane.
      *
-     * @param editor {SummaryEditor} the parent summary editor
+     * @param editor {DescriptionEditor} the parent description editor
      * @override
      */
     constructor(editor) {
@@ -395,7 +399,7 @@ class TagTabPlane extends TabPlane {
         this.initializeTagButtons();
         this.tag.onchange = () => {
             this.onTagChange();
-            this.updateSummary();
+            this.updateDescription();
         };
     }
 
@@ -418,17 +422,17 @@ class TagTabPlane extends TabPlane {
             }
         }
         if (!isMatched) {
-            this.editor.filterSuggestedAccounts(null);
+            this.editor.clearSuggestedAccounts();
         }
         this.validateTag();
     }
 
     /**
-     * Updates the summary according to the input in the tab plane.
+     * Updates the description according to the input in the tab plane.
      *
      * @abstract
      */
-    updateSummary() { throw new Error("Method not implemented."); }
+    updateDescription() { throw new Error("Method not implemented."); }
 
     /**
      * Switches to the tab plane.
@@ -436,14 +440,13 @@ class TagTabPlane extends TabPlane {
      */
     switchToMe() {
         super.switchToMe();
-        let selectedTagButton = null;
         for (const tagButton of this.tagButtons) {
             if (tagButton.classList.contains("btn-primary")) {
-                selectedTagButton = tagButton;
+                this.editor.filterSuggestedAccounts(tagButton);
-                break;
+                return;
             }
         }
-        this.editor.filterSuggestedAccounts(selectedTagButton);
+        this.editor.clearSuggestedAccounts();
     }
 
     /**
@@ -461,7 +464,7 @@ class TagTabPlane extends TabPlane {
                 tagButton.classList.add("btn-primary");
                 this.tag.value = tagButton.dataset.value;
                 this.editor.filterSuggestedAccounts(tagButton);
-                this.updateSummary();
+                this.updateDescription();
             };
         }
     }
@@ -532,28 +535,28 @@ class GeneralTagTab extends TagTabPlane {
     };
 
     /**
-     * Updates the summary according to the input in the tab plane.
+     * Updates the description according to the input in the tab plane.
      *
      * @override
      */
-    updateSummary() {
+    updateDescription() {
-        const pos = this.editor.summary.value.indexOf("—");
+        const pos = this.editor.description.value.indexOf("—");
         const prefix = this.tag.value === ""? "": this.tag.value + "—";
         if (pos === -1) {
-            this.editor.summary.value = prefix + this.editor.summary.value;
+            this.editor.description.value = prefix + this.editor.description.value;
         } else {
-            this.editor.summary.value = prefix + this.editor.summary.value.substring(pos + 1);
+            this.editor.description.value = prefix + this.editor.description.value.substring(pos + 1);
         }
     }
 
     /**
-     * Populates the tab plane with the summary input.
+     * Populates the tab plane with the description input.
      *
-     * @return {boolean} true if the summary input matches this tab, or false otherwise
+     * @return {boolean} true if the description input matches this tab, or false otherwise
      * @override
      */
     populate() {
-        const found = this.editor.summary.value.match(/^([^—]+)—/);
+        const found = this.editor.description.value.match(/^([^—]+)—/);
         if (found === null) {
             return false;
         }
@@ -561,13 +564,6 @@ class GeneralTagTab extends TagTabPlane {
             this.tag.value = found[1];
             this.onTagChange();
         }
-        for (const tagButton of this.tagButtons) {
-            if (tagButton.dataset.value === this.tag.value) {
-                tagButton.classList.remove("btn-outline-primary");
-                tagButton.classList.add("btn-primary");
-                this.editor.filterSuggestedAccounts(tagButton);
-            }
-        }
         this.switchToMe();
         return true;
     }
@@ -622,7 +618,7 @@ class GeneralTripTab extends TagTabPlane {
     /**
      * Constructs a tab plane.
      *
-     * @param editor {SummaryEditor} the parent summary editor
+     * @param editor {DescriptionEditor} the parent description editor
      * @override
      */
     constructor(editor) {
@@ -635,7 +631,7 @@ class GeneralTripTab extends TagTabPlane {
         this.#directionButtons = Array.from(document.getElementsByClassName(this.prefix + "-direction"));
         this.#from.onchange = () => {
             this.#from.value = this.#from.value.trim();
-            this.updateSummary();
+            this.updateDescription();
             this.validateFrom();
         };
         for (const directionButton of this.#directionButtons) {
@@ -646,12 +642,12 @@ class GeneralTripTab extends TagTabPlane {
                 }
                 directionButton.classList.remove("btn-outline-primary");
                 directionButton.classList.add("btn-primary");
-                this.updateSummary();
+                this.updateDescription();
             };
         }
         this.#to.onchange = () => {
             this.#to.value = this.#to.value.trim();
-            this.updateSummary();
+            this.updateDescription();
             this.validateTo();
         };
     }
@@ -667,11 +663,11 @@ class GeneralTripTab extends TagTabPlane {
     };
 
     /**
-     * Updates the summary according to the input in the tab plane.
+     * Updates the description according to the input in the tab plane.
      *
      * @override
      */
-    updateSummary() {
+    updateDescription() {
         let direction;
         for (const directionButton of this.#directionButtons) {
             if (directionButton.classList.contains("btn-primary")) {
@@ -679,7 +675,7 @@ class GeneralTripTab extends TagTabPlane {
                 break;
             }
         }
-        this.editor.summary.value = this.tag.value + "—" + this.#from.value + direction + this.#to.value;
+        this.editor.description.value = this.tag.value + "—" + this.#from.value + direction + this.#to.value;
     }
 
     /**
@@ -707,13 +703,13 @@ class GeneralTripTab extends TagTabPlane {
     }
 
     /**
-     * Populates the tab plane with the summary input.
+     * Populates the tab plane with the description input.
      *
-     * @return {boolean} true if the summary input matches this tab, or false otherwise
+     * @return {boolean} true if the description input matches this tab, or false otherwise
      * @override
      */
     populate() {
-        const found = this.editor.summary.value.match(/^([^—]+)—([^—→↔]+)([→↔])(.+?)(?:[*×]\d+)?(?:\([^()]+\))?$/);
+        const found = this.editor.description.value.match(/^([^—]+)—([^—→↔]+)([→↔])(.+?)(?:[*×]\d+)?(?:\([^()]+\))?$/);
         if (found === null) {
             return false;
         }
@@ -732,13 +728,6 @@ class GeneralTripTab extends TagTabPlane {
             }
         }
         this.#to.value = found[4];
-        for (const tagButton of this.tagButtons) {
-            if (tagButton.dataset.value === this.tag.value) {
-                tagButton.classList.remove("btn-outline-primary");
-                tagButton.classList.add("btn-primary");
-                this.editor.filterSuggestedAccounts(tagButton);
-            }
-        }
         this.switchToMe();
         return true;
     }
@@ -834,7 +823,7 @@ class BusTripTab extends TagTabPlane {
     /**
      * Constructs a tab plane.
      *
-     * @param editor {SummaryEditor} the parent summary editor
+     * @param editor {DescriptionEditor} the parent description editor
      * @override
      */
     constructor(editor) {
@@ -847,17 +836,17 @@ class BusTripTab extends TagTabPlane {
         this.#toError = document.getElementById(this.prefix + "-to-error")
         this.#route.onchange = () => {
             this.#route.value = this.#route.value.trim();
-            this.updateSummary();
+            this.updateDescription();
             this.validateRoute();
         };
         this.#from.onchange = () => {
             this.#from.value = this.#from.value.trim();
-            this.updateSummary();
+            this.updateDescription();
             this.validateFrom();
         };
         this.#to.onchange = () => {
             this.#to.value = this.#to.value.trim();
-            this.updateSummary();
+            this.updateDescription();
             this.validateTo();
         };
     }
@@ -873,12 +862,12 @@ class BusTripTab extends TagTabPlane {
     };
 
     /**
-     * Updates the summary according to the input in the tab plane.
+     * Updates the description according to the input in the tab plane.
      *
      * @override
      */
-    updateSummary() {
+    updateDescription() {
-        this.editor.summary.value = this.tag.value + "—" + this.#route.value + "—" + this.#from.value + "→" + this.#to.value;
+        this.editor.description.value = this.tag.value + "—" + this.#route.value + "—" + this.#from.value + "→" + this.#to.value;
     }
 
     /**
@@ -900,13 +889,13 @@ class BusTripTab extends TagTabPlane {
     }
 
     /**
-     * Populates the tab plane with the summary input.
+     * Populates the tab plane with the description input.
      *
-     * @return {boolean} true if the summary input matches this tab, or false otherwise
+     * @return {boolean} true if the description input matches this tab, or false otherwise
      * @override
      */
     populate() {
-        const found = this.editor.summary.value.match(/^([^—]+)—([^—]+)—([^—→]+)→(.+?)(?:[*×]\d+)?(?:\([^()]+\))?$/);
+        const found = this.editor.description.value.match(/^([^—]+)—([^—]+)—([^—→]+)→(.+?)(?:[*×]\d+)?(?:\([^()]+\))?$/);
         if (found === null) {
             return false;
         }
@@ -917,14 +906,6 @@ class BusTripTab extends TagTabPlane {
         this.#route.value = found[2];
         this.#from.value = found[3];
         this.#to.value = found[4];
-        for (const tagButton of this.tagButtons) {
-            if (tagButton.dataset.value === this.tag.value) {
-                tagButton.classList.remove("btn-outline-primary");
-                tagButton.classList.add("btn-primary");
-                this.editor.filterSuggestedAccounts(tagButton);
-                break;
-            }
-        }
         this.switchToMe();
         return true;
     }
@@ -985,29 +966,70 @@ class BusTripTab extends TagTabPlane {
 }
 
 /**
- * The regular payment tab plane.
+ * The recurring transaction tab plane.
  *
  * @private
  */
-class RegularPaymentTab extends TabPlane {
+class RecurringTransactionTab extends TabPlane {
 
     /**
-     * The payment buttons
+     * The month names
+     * @type {string[]}
+     */
+    #monthNames;
+
+    /**
+     * The buttons of the recurring items
      * @type {HTMLButtonElement[]}
      */
-    #payments;
+    #itemButtons;
 
-    // noinspection JSValidateTypes
     /**
      * Constructs a tab plane.
      *
-     * @param editor {SummaryEditor} the parent summary editor
+     * @param editor {DescriptionEditor} the parent description editor
      * @override
      */
     constructor(editor) {
         super(editor);
+        this.#monthNames = [
+            "",
+            A_("January"), A_("February"), A_("March"), A_("April"),
+            A_("May"), A_("June"), A_("July"), A_("August"),
+            A_("September"), A_("October"), A_("November"), A_("December"),
+        ];
         // noinspection JSValidateTypes
-        this.#payments = Array.from(document.getElementsByClassName(this.prefix + "-payment"));
+        this.#itemButtons = Array.from(document.getElementsByClassName(this.prefix + "-item"));
+        for (const itemButton of this.#itemButtons) {
+            itemButton.onclick = () => {
+                this.reset();
+                itemButton.classList.add("btn-primary");
+                itemButton.classList.remove("btn-outline-primary");
+                this.editor.description.value = this.#getDescription(itemButton);
+                this.editor.filterSuggestedAccounts(itemButton);
+            };
+        }
+    }
+
+    /**
+     * Returns the description for a recurring item.
+     *
+     * @param itemButton {HTMLButtonElement} the recurring item
+     * @return {string} the description of the recurring item
+     */
+    #getDescription(itemButton) {
+        const today = new Date(this.editor.lineItemEditor.form.date);
+        const thisMonth = today.getMonth() + 1;
+        const lastMonth = (thisMonth + 10) % 12 + 1;
+        const lastBimonthlyFrom = ((thisMonth + thisMonth % 2 + 8) % 12 + 1);
+        const lastBimonthlyTo = ((thisMonth + thisMonth % 2 + 9) % 12 + 1);
+        return itemButton.dataset.template
+            .replaceAll("{this_month_number}", String(thisMonth))
+            .replaceAll("{this_month_name}", this.#monthNames[thisMonth])
+            .replaceAll("{last_month_number}", String(lastMonth))
+            .replaceAll("{last_month_name}", this.#monthNames[lastMonth])
+            .replaceAll("{last_bimonthly_number}", String(lastBimonthlyFrom) + "–" + String(lastBimonthlyTo))
+            .replaceAll("{last_bimonthly_name}", this.#monthNames[lastBimonthlyFrom] + "–" + this.#monthNames[lastBimonthlyTo]);
     }
 
     /**
@@ -1017,7 +1039,7 @@ class RegularPaymentTab extends TabPlane {
      * @abstract
      */
     tabId() {
-        return "regular";
+        return "recurring";
     };
 
     /**
@@ -1026,22 +1048,45 @@ class RegularPaymentTab extends TabPlane {
      * @override
      */
     reset() {
-        for (const payment of this.#payments) {
+        for (const itemButton of this.#itemButtons) {
-            payment.classList.remove("btn-primary");
+            itemButton.classList.remove("btn-primary");
-            payment.classList.add("btn-outline-primary");
+            itemButton.classList.add("btn-outline-primary");
         }
     }
 
     /**
-     * Populates the tab plane with the summary input.
+     * Populates the tab plane with the description input.
      *
-     * @return {boolean} true if the summary input matches this tab, or false otherwise
+     * @return {boolean} true if the description input matches this tab, or false otherwise
      * @override
      */
     populate() {
+        for (const itemButton of this.#itemButtons) {
+            if (this.#getDescription(itemButton) === this.editor.description.value) {
+                itemButton.classList.add("btn-primary");
+                itemButton.classList.remove("btn-outline-primary");
+                this.switchToMe();
+                return true;
+            }
+        }
         return false;
     }
 
+    /**
+     * Switches to the tab plane.
+     *
+     */
+    switchToMe() {
+        super.switchToMe();
+        for (const itemButton of this.#itemButtons) {
+            if (itemButton.classList.contains("btn-primary")) {
+                this.editor.filterSuggestedAccounts(itemButton);
+                return;
+            }
+        }
+        this.editor.clearSuggestedAccounts();
+    }
+
     /**
      * Validates the input in the tab plane.
      *
@@ -1063,15 +1108,15 @@ class AnnotationTab extends TabPlane {
     /**
      * Constructs a tab plane.
      *
-     * @param editor {SummaryEditor} the parent summary editor
+     * @param editor {DescriptionEditor} the parent description editor
      * @override
      */
     constructor(editor) {
         super(editor);
-        this.editor.number.onchange = () => this.updateSummary();
+        this.editor.number.onchange = () => this.updateDescription();
         this.editor.note.onchange = () => {
             this.editor.note.value = this.editor.note.value.trim();
-            this.updateSummary();
+            this.updateDescription();
         };
     }
 
@@ -1086,20 +1131,20 @@ class AnnotationTab extends TabPlane {
     };
 
     /**
-     * Updates the summary according to the input in the tab plane.
+     * Updates the description according to the input in the tab plane.
      *
      * @override
      */
-    updateSummary() {
+    updateDescription() {
-        const found = this.editor.summary.value.match(/^(.*?)(?:[*×]\d+)?(?:\([^()]+\))?$/);
+        const found = this.editor.description.value.match(/^(.*?)(?:[*×]\d+)?(?:\([^()]+\))?$/);
         if (found !== null) {
-            this.editor.summary.value = found[1];
+            this.editor.description.value = found[1];
         }
         if (parseInt(this.editor.number.value) > 1) {
-            this.editor.summary.value = this.editor.summary.value + "×" + this.editor.number.value;
+            this.editor.description.value = this.editor.description.value + "×" + this.editor.number.value;
         }
         if (this.editor.note.value !== "") {
-            this.editor.summary.value = this.editor.summary.value + "(" + this.editor.note.value + ")";
+            this.editor.description.value = this.editor.description.value + "(" + this.editor.note.value + ")";
         }
     }
 
@@ -1114,25 +1159,25 @@ class AnnotationTab extends TabPlane {
     }
 
     /**
-     * Populates the tab plane with the summary input.
+     * Populates the tab plane with the description input.
      *
-     * @return {boolean} true if the summary input matches this tab, or false otherwise
+     * @return {boolean} true if the description input matches this tab, or false otherwise
      * @override
      */
     populate() {
-        const found = this.editor.summary.value.match(/^(.*?)(?:[*×](\d+))?(?:\(([^()]+)\))?$/);
+        const found = this.editor.description.value.match(/^(.*?)(?:[*×](\d+))?(?:\(([^()]+)\))?$/);
-        this.editor.summary.value = found[1];
+        this.editor.description.value = found[1];
         if (found[2] === undefined || parseInt(found[2]) === 1) {
             this.editor.number.value = "";
         } else {
             this.editor.number.value = found[2];
-            this.editor.summary.value = this.editor.summary.value + "×" + this.editor.number.value;
+            this.editor.description.value = this.editor.description.value + "×" + this.editor.number.value;
         }
         if (found[3] === undefined) {
             this.editor.note.value = "";
         } else {
             this.editor.note.value = found[3];
-            this.editor.summary.value = this.editor.summary.value + "(" + this.editor.note.value + ")";
+            this.editor.description.value = this.editor.description.value + "(" + this.editor.note.value + ")";
         }
         return true;
     }

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

@@ -0,0 +1,319 @@
+/* The Mia! Accounting Flask Project
+ * journal-entry-account-selector.js: The JavaScript for the account selector of the journal entry form
+ */
+
+/*  Copyright (c) 2023 imacat.
+ *
+ *  Licensed under the Apache License, Version 2.0 (the "License");
+ *  you may not use this file except in compliance with the License.
+ *  You may obtain a copy of the License at
+ *
+ *      http://www.apache.org/licenses/LICENSE-2.0
+ *
+ *  Unless required by applicable law or agreed to in writing, software
+ *  distributed under the License is distributed on an "AS IS" BASIS,
+ *  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ *  See the License for the specific language governing permissions and
+ *  limitations under the License.
+ */
+
+/* Author: imacat@mail.imacat.idv.tw (imacat)
+ * First written: 2023/2/28
+ */
+"use strict";
+
+/**
+ * The account selector.
+ *
+ */
+class JournalEntryAccountSelector {
+
+    /**
+     * The line item editor
+     * @type {JournalEntryLineItemEditor}
+     */
+    lineItemEditor;
+
+    /**
+     * Either "debit" or "credit"
+     * @type {string}
+     */
+    #debitCredit;
+
+    /**
+     * The button to clear the account
+     * @type {HTMLButtonElement}
+     */
+    #clearButton
+
+    /**
+     * The query input
+     * @type {HTMLInputElement}
+     */
+    #query;
+
+    /**
+     * The error message when the query has no result
+     * @type {HTMLParagraphElement}
+     */
+    #queryNoResult;
+
+    /**
+     * The option list
+     * @type {HTMLUListElement}
+     */
+    #optionList;
+
+    /**
+     * The options
+     * @type {JournalEntryAccountOption[]}
+     */
+    #options;
+
+    /**
+     * The more item to show all accounts
+     * @type {HTMLLIElement}
+     */
+    #more;
+
+    /**
+     * Whether to show all accounts
+     * @type {boolean}
+     */
+    #isShowMore = false;
+
+    /**
+     * Constructs an account selector.
+     *
+     * @param lineItemEditor {JournalEntryLineItemEditor} the line item editor
+     * @param debitCredit {string} either "debit" or "credit"
+     */
+    constructor(lineItemEditor, debitCredit) {
+        this.lineItemEditor = lineItemEditor
+        this.#debitCredit = debitCredit;
+        const prefix = "accounting-account-selector-" + debitCredit;
+        this.#query = document.getElementById(prefix + "-query");
+        this.#queryNoResult = document.getElementById(prefix + "-option-no-result");
+        this.#optionList = document.getElementById(prefix + "-option-list");
+        this.#options = Array.from(document.getElementsByClassName(prefix + "-option")).map((element) => new JournalEntryAccountOption(this, element));
+        this.#more = document.getElementById(prefix + "-more");
+        this.#clearButton = document.getElementById(prefix + "-btn-clear");
+
+        this.#more.onclick = () => {
+            this.#isShowMore = true;
+            this.#more.classList.add("d-none");
+            this.#filterOptions();
+        };
+        this.#query.oninput = () => this.#filterOptions();
+        this.#clearButton.onclick = () => this.lineItemEditor.clearAccount();
+    }
+
+    /**
+     * Filters the options.
+     *
+     */
+    #filterOptions() {
+        const codesInUse = this.#getCodesUsedInForm();
+        let isAnyMatched = false;
+        for (const option of this.#options) {
+            if (option.isMatched(this.#isShowMore, codesInUse, this.#query.value)) {
+                option.setShown(true);
+                isAnyMatched = true;
+            } else {
+                option.setShown(false);
+            }
+        }
+        if (!isAnyMatched) {
+            this.#optionList.classList.add("d-none");
+            this.#queryNoResult.classList.remove("d-none");
+        } else {
+            this.#optionList.classList.remove("d-none");
+            this.#queryNoResult.classList.add("d-none");
+        }
+    }
+
+    /**
+     * Returns the account codes that are used in the form.
+     *
+     * @return {string[]} the account codes that are used in the form
+     */
+    #getCodesUsedInForm() {
+        const inUse = this.lineItemEditor.form.getAccountCodesUsed(this.#debitCredit);
+        if (this.lineItemEditor.accountCode !== null) {
+            inUse.push(this.lineItemEditor.accountCode);
+        }
+        return inUse
+    }
+
+    /**
+     * The callback when the account selector is shown.
+     *
+     */
+    onOpen() {
+        this.#query.value = "";
+        this.#isShowMore = false;
+        this.#more.classList.remove("d-none");
+        this.#filterOptions();
+        for (const option of this.#options) {
+            option.setActive(option.code === this.lineItemEditor.accountCode);
+        }
+        if (this.lineItemEditor.accountCode === null) {
+            this.#clearButton.classList.add("btn-secondary");
+            this.#clearButton.classList.remove("btn-danger");
+            this.#clearButton.disabled = true;
+        } else {
+            this.#clearButton.classList.add("btn-danger");
+            this.#clearButton.classList.remove("btn-secondary");
+            this.#clearButton.disabled = false;
+        }
+    }
+
+    /**
+     * Returns the account selector instances.
+     *
+     * @param lineItemEditor {JournalEntryLineItemEditor} the line item editor
+     * @return {{debit: JournalEntryAccountSelector, credit: JournalEntryAccountSelector}}
+     */
+    static getInstances(lineItemEditor) {
+        const selectors = {}
+        const modals = Array.from(document.getElementsByClassName("accounting-account-selector"));
+        for (const modal of modals) {
+            selectors[modal.dataset.debitCredit] = new JournalEntryAccountSelector(lineItemEditor, modal.dataset.debitCredit);
+        }
+        return selectors;
+    }
+}
+
+/**
+ * An account option
+ *
+ */
+class JournalEntryAccountOption {
+
+    /**
+     * The account selector
+     * @type {JournalEntryAccountSelector}
+     */
+    #selector;
+
+    /**
+     * The element
+     * @type {HTMLLIElement}
+     */
+    #element;
+
+    /**
+     * The account code
+     * @type {string}
+     */
+    code;
+
+    /**
+     * The account text
+     * @type {string}
+     */
+    text;
+
+    /**
+     * Whether the account is in use
+     * @type {boolean}
+     */
+    #isInUse;
+
+    /**
+     * Whether line items in the account need offset
+     * @type {boolean}
+     */
+    isNeedOffset;
+
+    /**
+     * The values to query against
+     * @type {string[]}
+     */
+    #queryValues;
+
+    /**
+     * Constructs the account in the account selector.
+     *
+     * @param selector {JournalEntryAccountSelector} the account selector
+     * @param element {HTMLLIElement} the element
+     */
+    constructor(selector, element) {
+        this.#selector = selector;
+        this.#element = element;
+        this.code = element.dataset.code;
+        this.text = element.dataset.text;
+        this.#isInUse = element.classList.contains("accounting-account-is-in-use");
+        this.isNeedOffset = element.classList.contains("accounting-account-is-need-offset");
+        this.#queryValues = JSON.parse(element.dataset.queryValues);
+
+        this.#element.onclick = () => this.#selector.lineItemEditor.saveAccount(this);
+    }
+
+    /**
+     * Returns whether the account matches the query.
+     *
+     * @param isShowMore {boolean} true to show all accounts, or false to show only those in use
+     * @param codesInUse {string[]} the account codes that are used in the form
+     * @param query {string} the query term
+     * @return {boolean} true if the option matches, or false otherwise
+     */
+    isMatched(isShowMore, codesInUse, query) {
+        return this.#isInUseMatched(isShowMore, codesInUse) && this.#isQueryMatched(query);
+    }
+
+    /**
+     * Returns whether the account matches the "in-use" condition.
+     *
+     * @param isShowMore {boolean} true to show all accounts, or false to show only those in use
+     * @param codesInUse {string[]} the account codes that are used in the form
+     * @return {boolean} true if the option matches, or false otherwise
+     */
+    #isInUseMatched(isShowMore, codesInUse) {
+        return isShowMore || this.#isInUse || codesInUse.includes(this.code);
+    }
+
+    /**
+     * Returns whether the account matches the query term.
+     *
+     * @param query {string} the query term
+     * @return {boolean} true if the option matches, or false otherwise
+     */
+    #isQueryMatched(query) {
+        if (query === "") {
+            return true;
+        }
+        for (const queryValue of this.#queryValues) {
+            if (queryValue.toLowerCase().includes(query.toLowerCase())) {
+                return true;
+            }
+        }
+        return false;
+    }
+
+    /**
+     * Sets whether the option is shown.
+     *
+     * @param isShown {boolean} true to show, or false otherwise
+     */
+    setShown(isShown) {
+        if (isShown) {
+            this.#element.classList.remove("d-none");
+        } else {
+            this.#element.classList.add("d-none");
+        }
+    }
+
+    /**
+     * Sets whether the option is active.
+     *
+     * @param isActive {boolean} true if active, or false otherwise
+     */
+    setActive(isActive) {
+        if (isActive) {
+            this.#element.classList.add("active");
+        } else {
+            this.#element.classList.remove("active");
+        }
+    }
+}

src/accounting/static/js/journal-entry-editor.js

@@ -1,596 +0,0 @@
-/* The Mia! Accounting Flask Project
- * journal-entry-editor.js: The JavaScript for the journal entry 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: 2023/2/25
- */
-"use strict";
-
-/**
- * The journal entry editor.
- *
- */
-class JournalEntryEditor {
-
-    /**
-     * The transaction form
-     * @type {TransactionForm}
-     */
-    form;
-
-    /**
-     * The journal entry editor
-     * @type {HTMLFormElement}
-     */
-    #element;
-
-    /**
-     * The bootstrap modal
-     * @type {HTMLDivElement}
-     */
-    #modal;
-
-    /**
-     * The entry type, either "debit" or "credit"
-     * @type {string}
-     */
-    entryType;
-
-    /**
-     * The prefix of the HTML ID and class
-     * @type {string}
-     */
-    #prefix = "accounting-entry-editor"
-
-    /**
-     * The container of the original entry
-     * @type {HTMLDivElement}
-     */
-    #originalEntryContainer;
-
-    /**
-     * The control of the original entry
-     * @type {HTMLDivElement}
-     */
-    #originalEntryControl;
-
-    /**
-     * The original entry
-     * @type {HTMLDivElement}
-     */
-    #originalEntry;
-
-    /**
-     * The error message of the original entry
-     * @type {HTMLDivElement}
-     */
-    #originalEntryError;
-
-    /**
-     * The delete button of the original entry
-     * @type {HTMLButtonElement}
-     */
-    #originalEntryDelete;
-
-    /**
-     * The control of the summary
-     * @type {HTMLDivElement}
-     */
-    #summaryControl;
-
-    /**
-     * The summary
-     * @type {HTMLDivElement}
-     */
-    #summary;
-
-    /**
-     * The error message of the summary
-     * @type {HTMLDivElement}
-     */
-    #summaryError;
-
-    /**
-     * The control of the account
-     * @type {HTMLDivElement}
-     */
-    #accountControl;
-
-    /**
-     * The account
-     * @type {HTMLDivElement}
-     */
-    #account;
-
-    /**
-     * The error message of the account
-     * @type {HTMLDivElement}
-     */
-    #accountError;
-
-    /**
-     * The amount
-     * @type {HTMLInputElement}
-     */
-    #amount;
-
-    /**
-     * The error message of the amount
-     * @type {HTMLDivElement}
-     */
-    #amountError;
-
-    /**
-     * The journal entry to edit
-     * @type {JournalEntrySubForm|null}
-     */
-    entry;
-
-    /**
-     * The debit or credit entry side sub-form
-     * @type {DebitCreditSideSubForm}
-     */
-    #side;
-
-    /**
-     * Whether the journal entry needs offset
-     * @type {boolean}
-     */
-    isNeedOffset = false;
-
-    /**
-     * The ID of the original entry
-     * @type {string|null}
-     */
-    originalEntryId = null;
-
-    /**
-     * The date of the original entry
-     * @type {string|null}
-     */
-    originalEntryDate = null;
-
-    /**
-     * The text of the original entry
-     * @type {string|null}
-     */
-    originalEntryText = null;
-
-    /**
-     * The account code
-     * @type {string|null}
-     */
-    accountCode = null;
-
-    /**
-     * The account text
-     * @type {string|null}
-     */
-    accountText = null;
-
-    /**
-     * The summary
-     * @type {string|null}
-     */
-    summary = null;
-
-    /**
-     * The amount
-     * @type {string}
-     */
-    amount = "";
-
-    /**
-     * The summary editors
-     * @type {{debit: SummaryEditor, credit: SummaryEditor}}
-     */
-    #summaryEditors;
-
-    /**
-     * The account selectors
-     * @type {{debit: AccountSelector, credit: AccountSelector}}
-     */
-    #accountSelectors;
-
-    /**
-     * The original entry selector
-     * @type {OriginalEntrySelector}
-     */
-    originalEntrySelector;
-
-    /**
-     * Constructs a new journal entry editor.
-     *
-     * @param form {TransactionForm} the transaction form
-     */
-    constructor(form) {
-        this.form = form;
-        this.#element = document.getElementById(this.#prefix);
-        this.#modal = document.getElementById(this.#prefix + "-modal");
-        this.#originalEntryContainer = document.getElementById(this.#prefix + "-original-entry-container");
-        this.#originalEntryControl = document.getElementById(this.#prefix + "-original-entry-control");
-        this.#originalEntry = document.getElementById(this.#prefix + "-original-entry");
-        this.#originalEntryError = document.getElementById(this.#prefix + "-original-entry-error");
-        this.#originalEntryDelete = document.getElementById(this.#prefix + "-original-entry-delete");
-        this.#summaryControl = document.getElementById(this.#prefix + "-summary-control");
-        this.#summary = document.getElementById(this.#prefix + "-summary");
-        this.#summaryError = document.getElementById(this.#prefix + "-summary-error");
-        this.#accountControl = document.getElementById(this.#prefix + "-account-control");
-        this.#account = document.getElementById(this.#prefix + "-account");
-        this.#accountError = document.getElementById(this.#prefix + "-account-error")
-        this.#amount = document.getElementById(this.#prefix + "-amount");
-        this.#amountError = document.getElementById(this.#prefix + "-amount-error");
-        this.#summaryEditors = SummaryEditor.getInstances(this);
-        this.#accountSelectors = AccountSelector.getInstances(this);
-        this.originalEntrySelector = new OriginalEntrySelector();
-        this.#originalEntryControl.onclick = () => this.originalEntrySelector.onOpen(this, this.originalEntryId)
-        this.#originalEntryDelete.onclick = () => this.clearOriginalEntry();
-        this.#summaryControl.onclick = () => this.#summaryEditors[this.entryType].onOpen();
-        this.#accountControl.onclick = () => this.#accountSelectors[this.entryType].onOpen();
-        this.#amount.onchange = () => this.#validateAmount();
-        this.#element.onsubmit = () => {
-            if (this.#validate()) {
-                if (this.entry === null) {
-                    this.entry = this.#side.addJournalEntry();
-                }
-                this.amount = this.#amount.value;
-                this.entry.save(this);
-                bootstrap.Modal.getInstance(this.#modal).hide();
-            }
-            return false;
-        };
-    }
-
-    /**
-     * Saves the original entry from the original entry selector.
-     *
-     * @param originalEntry {OriginalEntry} the original entry
-     */
-    saveOriginalEntry(originalEntry) {
-        this.isNeedOffset = false;
-        this.#originalEntryContainer.classList.remove("d-none");
-        this.#originalEntryControl.classList.add("accounting-not-empty");
-        this.originalEntryId = originalEntry.id;
-        this.originalEntryDate = originalEntry.date;
-        this.originalEntryText = originalEntry.text;
-        this.#originalEntry.innerText = originalEntry.text;
-        this.#setEnableSummaryAccount(false);
-        if (originalEntry.summary === "") {
-            this.#summaryControl.classList.remove("accounting-not-empty");
-        } else {
-            this.#summaryControl.classList.add("accounting-not-empty");
-        }
-        this.summary = originalEntry.summary === ""? null: originalEntry.summary;
-        this.#summary.innerText = originalEntry.summary;
-        this.#accountControl.classList.add("accounting-not-empty");
-        this.accountCode = originalEntry.accountCode;
-        this.accountText = originalEntry.accountText;
-        this.#account.innerText = originalEntry.accountText;
-        this.#amount.value = String(originalEntry.netBalance);
-        this.#amount.max = String(originalEntry.netBalance);
-        this.#amount.min = "0";
-        this.#validate();
-    }
-
-    /**
-     * Clears the original entry.
-     *
-     */
-    clearOriginalEntry() {
-        this.isNeedOffset = false;
-        this.#originalEntryContainer.classList.add("d-none");
-        this.#originalEntryControl.classList.remove("accounting-not-empty");
-        this.originalEntryId = null;
-        this.originalEntryDate = null;
-        this.originalEntryText = null;
-        this.#originalEntry.innerText = "";
-        this.#setEnableSummaryAccount(true);
-        this.#accountControl.classList.remove("accounting-not-empty");
-        this.accountCode = null;
-        this.accountText = null;
-        this.#account.innerText = "";
-        this.#amount.max = "";
-    }
-
-    /**
-     * Returns the currency code.
-     *
-     * @return {string} the currency code
-     */
-    getCurrencyCode() {
-        return this.#side.currency.getCurrencyCode();
-    }
-
-    /**
-     * Saves the summary from the summary editor.
-     *
-     * @param summary {string} the summary
-     */
-    saveSummary(summary) {
-        if (summary === "") {
-            this.#summaryControl.classList.remove("accounting-not-empty");
-        } else {
-            this.#summaryControl.classList.add("accounting-not-empty");
-        }
-        this.summary = summary === ""? null: summary;
-        this.#summary.innerText = summary;
-        this.#validateSummary();
-        bootstrap.Modal.getOrCreateInstance(this.#modal).show();
-    }
-
-    /**
-     * Saves the summary with the suggested account from the summary editor.
-     *
-     * @param summary {string} the summary
-     * @param accountCode {string} the account code
-     * @param accountText {string} the account text
-     * @param isAccountNeedOffset {boolean} true if the journal entries in the account need offset, or false otherwise
-     */
-    saveSummaryWithAccount(summary, accountCode, accountText, isAccountNeedOffset) {
-        this.isNeedOffset = isAccountNeedOffset;
-        this.#accountControl.classList.add("accounting-not-empty");
-        this.accountCode = accountCode;
-        this.accountText = accountText;
-        this.#account.innerText = accountText;
-        this.#validateAccount();
-        this.saveSummary(summary)
-    }
-
-    /**
-     * Clears the account.
-     *
-     */
-    clearAccount() {
-        this.isNeedOffset = false;
-        this.#accountControl.classList.remove("accounting-not-empty");
-        this.accountCode = null;
-        this.accountText = null;
-        this.#account.innerText = "";
-        this.#validateAccount();
-    }
-
-    /**
-     * Sets the account.
-     *
-     * @param code {string} the account code
-     * @param text {string} the account text
-     * @param isNeedOffset {boolean} true if the journal entries in the account need offset or false otherwise
-     */
-    saveAccount(code, text, isNeedOffset) {
-        this.isNeedOffset = isNeedOffset;
-        this.#accountControl.classList.add("accounting-not-empty");
-        this.accountCode = code;
-        this.accountText = text;
-        this.#account.innerText = text;
-        this.#validateAccount();
-    }
-
-    /**
-     * Validates the form.
-     *
-     * @returns {boolean} true if valid, or false otherwise
-     */
-    #validate() {
-        let isValid = true;
-        isValid = this.#validateOriginalEntry() && isValid;
-        isValid = this.#validateSummary() && isValid;
-        isValid = this.#validateAccount() && isValid;
-        isValid = this.#validateAmount() && isValid
-        return isValid;
-    }
-
-    /**
-     * Validates the original entry.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     * @private
-     */
-    #validateOriginalEntry() {
-        this.#originalEntryControl.classList.remove("is-invalid");
-        this.#originalEntryError.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates the summary.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     * @private
-     */
-    #validateSummary() {
-        this.#summary.classList.remove("is-invalid");
-        this.#summaryError.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates the account.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     */
-    #validateAccount() {
-        if (this.accountCode === null) {
-            this.#accountControl.classList.add("is-invalid");
-            this.#accountError.innerText = A_("Please select the account.");
-            return false;
-        }
-        this.#accountControl.classList.remove("is-invalid");
-        this.#accountError.innerText = "";
-        return true;
-    }
-
-    /**
-     * Validates the amount.
-     *
-     * @return {boolean} true if valid, or false otherwise
-     * @private
-     */
-    #validateAmount() {
-        this.#amount.value = this.#amount.value.trim();
-        this.#amount.classList.remove("is-invalid");
-        if (this.#amount.value === "") {
-            this.#amount.classList.add("is-invalid");
-            this.#amountError.innerText = A_("Please fill in the amount.");
-            return false;
-        }
-        const amount =new Decimal(this.#amount.value);
-        if (amount.lessThanOrEqualTo(0)) {
-            this.#amount.classList.add("is-invalid");
-            this.#amountError.innerText = A_("Please fill in a positive amount.");
-            return false;
-        }
-        if (this.#amount.max !== "") {
-            if (amount.greaterThan(new Decimal(this.#amount.max))) {
-                this.#amount.classList.add("is-invalid");
-                this.#amountError.innerText = A_("The amount must not exceed the net balance %(balance)s of the original entry.", {balance: new Decimal(this.#amount.max)});
-                return false;
-            }
-        }
-        if (this.#amount.min !== "") {
-            const min = new Decimal(this.#amount.min);
-            if (amount.lessThan(min)) {
-                this.#amount.classList.add("is-invalid");
-                this.#amountError.innerText = A_("The amount must not be less than the offset total %(total)s.", {total: formatDecimal(min)});
-                return false;
-            }
-        }
-        this.#amount.classList.remove("is-invalid");
-        this.#amountError.innerText = "";
-        return true;
-    }
-
-    /**
-     * The callback when adding a new journal entry.
-     *
-     * @param side {DebitCreditSideSubForm} the debit or credit side sub-form
-     */
-    onAddNew(side) {
-        this.entry = null;
-        this.#side = side;
-        this.entryType = this.#side.entryType;
-        this.isNeedOffset = false;
-        this.#originalEntryContainer.classList.add("d-none");
-        this.#originalEntryControl.classList.remove("accounting-not-empty");
-        this.#originalEntryControl.classList.remove("is-invalid");
-        this.originalEntryId = null;
-        this.originalEntryDate = null;
-        this.originalEntryText = null;
-        this.#originalEntry.innerText = "";
-        this.#setEnableSummaryAccount(true);
-        this.#summaryControl.classList.remove("accounting-not-empty");
-        this.#summaryControl.classList.remove("is-invalid");
-        this.summary = null;
-        this.#summary.innerText = ""
-        this.#summaryError.innerText = ""
-        this.#accountControl.classList.remove("accounting-not-empty");
-        this.#accountControl.classList.remove("is-invalid");
-        this.accountCode = null;
-        this.accountText = null;
-        this.#account.innerText = "";
-        this.#accountError.innerText = "";
-        this.#amount.value = "";
-        this.#amount.max = "";
-        this.#amount.min = "0";
-        this.#amount.classList.remove("is-invalid");
-        this.#amountError.innerText = "";
-    }
-
-    /**
-     * The callback when editing a journal entry.
-     *
-     * @param entry {JournalEntrySubForm} the journal entry sub-form
-     */
-    onEdit(entry) {
-        this.entry = entry;
-        this.#side = entry.side;
-        this.entryType = this.#side.entryType;
-        this.isNeedOffset = entry.isNeedOffset();
-        this.originalEntryId = entry.getOriginalEntryId();
-        this.originalEntryDate = entry.getOriginalEntryDate();
-        this.originalEntryText = entry.getOriginalEntryText();
-        this.#originalEntry.innerText = this.originalEntryText;
-        if (this.originalEntryId === null) {
-            this.#originalEntryContainer.classList.add("d-none");
-            this.#originalEntryControl.classList.remove("accounting-not-empty");
-        } else {
-            this.#originalEntryContainer.classList.remove("d-none");
-            this.#originalEntryControl.classList.add("accounting-not-empty");
-        }
-        this.#setEnableSummaryAccount(!entry.isMatched && this.originalEntryId === null);
-        this.summary = entry.getSummary();
-        if (this.summary === null) {
-            this.#summaryControl.classList.remove("accounting-not-empty");
-        } else {
-            this.#summaryControl.classList.add("accounting-not-empty");
-        }
-        this.#summary.innerText = this.summary === null? "": this.summary;
-        if (entry.getAccountCode() === null) {
-            this.#accountControl.classList.remove("accounting-not-empty");
-        } else {
-            this.#accountControl.classList.add("accounting-not-empty");
-        }
-        this.accountCode = entry.getAccountCode();
-        this.accountText = entry.getAccountText();
-        this.#account.innerText = this.accountText;
-        this.#amount.value = entry.getAmount() === null? "": String(entry.getAmount());
-        const maxAmount = this.#getMaxAmount();
-        this.#amount.max = maxAmount === null? "": maxAmount;
-        this.#amount.min = entry.getAmountMin() === null? "": String(entry.getAmountMin());
-        this.#validate();
-    }
-
-    /**
-     * Finds out the max amount.
-     *
-     * @return {Decimal|null} the max amount
-     */
-    #getMaxAmount() {
-        if (this.originalEntryId === null) {
-            return null;
-        }
-        return this.originalEntrySelector.getNetBalance(this.entry, this.form, this.originalEntryId);
-    }
-
-    /**
-     * Sets the enable status of the summary and account.
-     *
-     * @param isEnabled {boolean} true to enable, or false otherwise
-     */
-    #setEnableSummaryAccount(isEnabled) {
-        if (isEnabled) {
-            this.#summaryControl.dataset.bsToggle = "modal";
-            this.#summaryControl.dataset.bsTarget = "#accounting-summary-editor-" + this.#side.entryType + "-modal";
-            this.#summaryControl.classList.remove("accounting-disabled");
-            this.#summaryControl.classList.add("accounting-clickable");
-            this.#accountControl.dataset.bsToggle = "modal";
-            this.#accountControl.dataset.bsTarget = "#accounting-account-selector-" + this.#side.entryType + "-modal";
-            this.#accountControl.classList.remove("accounting-disabled");
-            this.#accountControl.classList.add("accounting-clickable");
-        } else {
-            this.#summaryControl.dataset.bsToggle = "";
-            this.#summaryControl.dataset.bsTarget = "";
-            this.#summaryControl.classList.add("accounting-disabled");
-            this.#summaryControl.classList.remove("accounting-clickable");
-            this.#accountControl.dataset.bsToggle = "";
-            this.#accountControl.dataset.bsTarget = "";
-            this.#accountControl.classList.add("accounting-disabled");
-            this.#accountControl.classList.remove("accounting-clickable");
-        }
-    }
-}

src/accounting/static/js/journal-entry-line-item-editor.js

@@ -0,0 +1,598 @@
+/* The Mia! Accounting Flask Project
+ * journal-entry-line-item-editor.js: The JavaScript for the journal entry line item editor
+ */
+
+/*  Copyright (c) 2023 imacat.
+ *
+ *  Licensed under the Apache License, Version 2.0 (the "License");
+ *  you may not use this file except in compliance with the License.
+ *  You may obtain a copy of the License at
+ *
+ *      http://www.apache.org/licenses/LICENSE-2.0
+ *
+ *  Unless required by applicable law or agreed to in writing, software
+ *  distributed under the License is distributed on an "AS IS" BASIS,
+ *  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ *  See the License for the specific language governing permissions and
+ *  limitations under the License.
+ */
+
+/* Author: imacat@mail.imacat.idv.tw (imacat)
+ * First written: 2023/2/25
+ */
+"use strict";
+
+/**
+ * The journal entry line item editor.
+ *
+ */
+class JournalEntryLineItemEditor {
+
+    /**
+     * The journal entry form
+     * @type {JournalEntryForm}
+     */
+    form;
+
+    /**
+     * The journal entry line item editor
+     * @type {HTMLFormElement}
+     */
+    #element;
+
+    /**
+     * The bootstrap modal
+     * @type {HTMLDivElement}
+     */
+    modal;
+
+    /**
+     * Either "debit" or "credit"
+     * @type {string}
+     */
+    debitCredit;
+
+    /**
+     * The prefix of the HTML ID and class names
+     * @type {string}
+     */
+    #prefix = "accounting-line-item-editor"
+
+    /**
+     * The container of the original line item
+     * @type {HTMLDivElement}
+     */
+    #originalLineItemContainer;
+
+    /**
+     * The control of the original line item
+     * @type {HTMLDivElement}
+     */
+    #originalLineItemControl;
+
+    /**
+     * The original line item
+     * @type {HTMLDivElement}
+     */
+    #originalLineItemText;
+
+    /**
+     * The error message of the original line item
+     * @type {HTMLDivElement}
+     */
+    #originalLineItemError;
+
+    /**
+     * The delete button of the original line item
+     * @type {HTMLButtonElement}
+     */
+    #originalLineItemDelete;
+
+    /**
+     * The control of the description
+     * @type {HTMLDivElement}
+     */
+    #descriptionControl;
+
+    /**
+     * The description
+     * @type {HTMLDivElement}
+     */
+    #descriptionText;
+
+    /**
+     * The error message of the description
+     * @type {HTMLDivElement}
+     */
+    #descriptionError;
+
+    /**
+     * The control of the account
+     * @type {HTMLDivElement}
+     */
+    #accountControl;
+
+    /**
+     * The account
+     * @type {HTMLDivElement}
+     */
+    #accountText;
+
+    /**
+     * The error message of the account
+     * @type {HTMLDivElement}
+     */
+    #accountError;
+
+    /**
+     * The amount
+     * @type {HTMLInputElement}
+     */
+    #amountInput;
+
+    /**
+     * The error message of the amount
+     * @type {HTMLDivElement}
+     */
+    #amountError;
+
+    /**
+     * The journal entry line item to edit
+     * @type {LineItemSubForm|null}
+     */
+    lineItem;
+
+    /**
+     * The debit or credit sub-form
+     * @type {DebitCreditSubForm}
+     */
+    #debitCreditSubForm;
+
+    /**
+     * Whether the journal entry line item needs offset
+     * @type {boolean}
+     */
+    isNeedOffset = false;
+
+    /**
+     * The ID of the original line item
+     * @type {string|null}
+     */
+    originalLineItemId = null;
+
+    /**
+     * The date of the original line item
+     * @type {string|null}
+     */
+    originalLineItemDate = null;
+
+    /**
+     * The text of the original line item
+     * @type {string|null}
+     */
+    originalLineItemText = null;
+
+    /**
+     * The account code
+     * @type {string|null}
+     */
+    accountCode = null;
+
+    /**
+     * The account text
+     * @type {string|null}
+     */
+    accountText = null;
+
+    /**
+     * The description
+     * @type {string|null}
+     */
+    description = null;
+
+    /**
+     * The description editors
+     * @type {{debit: DescriptionEditor, credit: DescriptionEditor}}
+     */
+    #descriptionEditors;
+
+    /**
+     * The account selectors
+     * @type {{debit: JournalEntryAccountSelector, credit: JournalEntryAccountSelector}}
+     */
+    #accountSelectors;
+
+    /**
+     * The original line item selector
+     * @type {OriginalLineItemSelector}
+     */
+    originalLineItemSelector;
+
+    /**
+     * Constructs a new journal entry line item editor.
+     *
+     * @param form {JournalEntryForm} the journal entry form
+     */
+    constructor(form) {
+        this.form = form;
+        this.#element = document.getElementById(this.#prefix);
+        this.modal = document.getElementById(this.#prefix + "-modal");
+        this.#originalLineItemContainer = document.getElementById(this.#prefix + "-original-line-item-container");
+        this.#originalLineItemControl = document.getElementById(this.#prefix + "-original-line-item-control");
+        this.#originalLineItemText = document.getElementById(this.#prefix + "-original-line-item");
+        this.#originalLineItemError = document.getElementById(this.#prefix + "-original-line-item-error");
+        this.#originalLineItemDelete = document.getElementById(this.#prefix + "-original-line-item-delete");
+        this.#descriptionControl = document.getElementById(this.#prefix + "-description-control");
+        this.#descriptionText = document.getElementById(this.#prefix + "-description");
+        this.#descriptionError = document.getElementById(this.#prefix + "-description-error");
+        this.#accountControl = document.getElementById(this.#prefix + "-account-control");
+        this.#accountText = document.getElementById(this.#prefix + "-account");
+        this.#accountError = document.getElementById(this.#prefix + "-account-error")
+        this.#amountInput = document.getElementById(this.#prefix + "-amount");
+        this.#amountError = document.getElementById(this.#prefix + "-amount-error");
+        this.#descriptionEditors = DescriptionEditor.getInstances(this);
+        this.#accountSelectors = JournalEntryAccountSelector.getInstances(this);
+        this.originalLineItemSelector = new OriginalLineItemSelector(this);
+
+        this.#originalLineItemControl.onclick = () => this.originalLineItemSelector.onOpen()
+        this.#originalLineItemDelete.onclick = () => this.clearOriginalLineItem();
+        this.#descriptionControl.onclick = () => this.#descriptionEditors[this.debitCredit].onOpen();
+        this.#accountControl.onclick = () => this.#accountSelectors[this.debitCredit].onOpen();
+        this.#amountInput.onchange = () => this.#validateAmount();
+        this.#element.onsubmit = () => {
+            if (this.#validate()) {
+                if (this.lineItem === null) {
+                    this.lineItem = this.#debitCreditSubForm.addLineItem();
+                }
+                this.lineItem.save(this);
+                bootstrap.Modal.getInstance(this.modal).hide();
+            }
+            return false;
+        };
+        this.modal.addEventListener("hidden.bs.modal", () => this.#debitCreditSubForm.onLineItemEditorClosed());
+    }
+
+    /**
+     * Returns the amount.
+     *
+     * @return {string} the amount
+     */
+    get amount() {
+        return this.#amountInput.value;
+    }
+
+    /**
+     * Returns the currency code.
+     *
+     * @return {string} the currency code
+     */
+    get currencyCode() {
+        return this.#debitCreditSubForm.currency.currencyCode;
+    }
+
+    /**
+     * Saves the original line item from the original line item selector.
+     *
+     * @param originalLineItem {OriginalLineItem} the original line item
+     */
+    saveOriginalLineItem(originalLineItem) {
+        this.isNeedOffset = false;
+        this.#originalLineItemContainer.classList.remove("d-none");
+        this.#originalLineItemControl.classList.add("accounting-not-empty");
+        this.originalLineItemId = originalLineItem.id;
+        this.originalLineItemDate = originalLineItem.date;
+        this.originalLineItemText = originalLineItem.text;
+        this.#originalLineItemText.innerText = originalLineItem.text;
+        this.#setEnableDescriptionAccount(false);
+        if (originalLineItem.description === "") {
+            this.#descriptionControl.classList.remove("accounting-not-empty");
+        } else {
+            this.#descriptionControl.classList.add("accounting-not-empty");
+        }
+        this.description = originalLineItem.description === ""? null: originalLineItem.description;
+        this.#descriptionText.innerText = originalLineItem.description;
+        this.#accountControl.classList.add("accounting-not-empty");
+        this.accountCode = originalLineItem.accountCode;
+        this.accountText = originalLineItem.accountText;
+        this.#accountText.innerText = originalLineItem.accountText;
+        this.#amountInput.value = String(originalLineItem.netBalance);
+        this.#amountInput.max = String(originalLineItem.netBalance);
+        this.#amountInput.min = "0";
+        this.#validate();
+    }
+
+    /**
+     * Clears the original line item.
+     *
+     */
+    clearOriginalLineItem() {
+        this.isNeedOffset = false;
+        this.#originalLineItemContainer.classList.add("d-none");
+        this.#originalLineItemControl.classList.remove("accounting-not-empty");
+        this.originalLineItemId = null;
+        this.originalLineItemDate = null;
+        this.originalLineItemText = null;
+        this.#originalLineItemText.innerText = "";
+        this.#setEnableDescriptionAccount(true);
+        this.#accountControl.classList.remove("accounting-not-empty");
+        this.accountCode = null;
+        this.accountText = null;
+        this.#accountText.innerText = "";
+        this.#amountInput.max = "";
+    }
+
+    /**
+     * Saves the description from the description editor.
+     *
+     * @param description {string} the description
+     */
+    saveDescription(description) {
+        if (description === "") {
+            this.#descriptionControl.classList.remove("accounting-not-empty");
+        } else {
+            this.#descriptionControl.classList.add("accounting-not-empty");
+        }
+        this.description = description === ""? null: description;
+        this.#descriptionText.innerText = description;
+        this.#validateDescription();
+        bootstrap.Modal.getOrCreateInstance(this.modal).show();
+    }
+
+    /**
+     * Saves the description with the suggested account from the description editor.
+     *
+     * @param description {string} the description
+     * @param accountCode {string} the account code
+     * @param accountText {string} the account text
+     * @param isAccountNeedOffset {boolean} true if the line items in the account need offset, or false otherwise
+     */
+    saveDescriptionWithAccount(description, accountCode, accountText, isAccountNeedOffset) {
+        this.isNeedOffset = isAccountNeedOffset;
+        this.#accountControl.classList.add("accounting-not-empty");
+        this.accountCode = accountCode;
+        this.accountText = accountText;
+        this.#accountText.innerText = accountText;
+        this.#validateAccount();
+        this.saveDescription(description)
+    }
+
+    /**
+     * Clears the account.
+     *
+     */
+    clearAccount() {
+        this.isNeedOffset = false;
+        this.#accountControl.classList.remove("accounting-not-empty");
+        this.accountCode = null;
+        this.accountText = null;
+        this.#accountText.innerText = "";
+        this.#validateAccount();
+    }
+
+    /**
+     * Saves the selected account.
+     *
+     * @param account {JournalEntryAccountOption} the selected account
+     */
+    saveAccount(account) {
+        this.isNeedOffset = account.isNeedOffset;
+        this.#accountControl.classList.add("accounting-not-empty");
+        this.accountCode = account.code;
+        this.accountText = account.text;
+        this.#accountText.innerText = account.text;
+        this.#validateAccount();
+    }
+
+    /**
+     * Validates the form.
+     *
+     * @returns {boolean} true if valid, or false otherwise
+     */
+    #validate() {
+        let isValid = true;
+        isValid = this.#validateOriginalLineItem() && isValid;
+        isValid = this.#validateDescription() && isValid;
+        isValid = this.#validateAccount() && isValid;
+        isValid = this.#validateAmount() && isValid
+        return isValid;
+    }
+
+    /**
+     * Validates the original line item.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     * @private
+     */
+    #validateOriginalLineItem() {
+        this.#originalLineItemControl.classList.remove("is-invalid");
+        this.#originalLineItemError.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates the description.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     * @private
+     */
+    #validateDescription() {
+        this.#descriptionText.classList.remove("is-invalid");
+        this.#descriptionError.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates the account.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateAccount() {
+        if (this.accountCode === null) {
+            this.#accountControl.classList.add("is-invalid");
+            this.#accountError.innerText = A_("Please select the account.");
+            return false;
+        }
+        this.#accountControl.classList.remove("is-invalid");
+        this.#accountError.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates the amount.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     * @private
+     */
+    #validateAmount() {
+        this.#amountInput.value = this.#amountInput.value.trim();
+        this.#amountInput.classList.remove("is-invalid");
+        if (this.#amountInput.value === "") {
+            this.#amountInput.classList.add("is-invalid");
+            this.#amountError.innerText = A_("Please fill in the amount.");
+            return false;
+        }
+        const amount =new Decimal(this.#amountInput.value);
+        if (amount.lessThanOrEqualTo(0)) {
+            this.#amountInput.classList.add("is-invalid");
+            this.#amountError.innerText = A_("Please fill in a positive amount.");
+            return false;
+        }
+        if (this.#amountInput.max !== "") {
+            if (amount.greaterThan(new Decimal(this.#amountInput.max))) {
+                this.#amountInput.classList.add("is-invalid");
+                this.#amountError.innerText = A_("The amount must not exceed the net balance %(balance)s of the original line item.", {balance: new Decimal(this.#amountInput.max)});
+                return false;
+            }
+        }
+        if (this.#amountInput.min !== "") {
+            const min = new Decimal(this.#amountInput.min);
+            if (amount.lessThan(min)) {
+                this.#amountInput.classList.add("is-invalid");
+                this.#amountError.innerText = A_("The amount must not be less than the offset total %(total)s.", {total: formatDecimal(min)});
+                return false;
+            }
+        }
+        this.#amountInput.classList.remove("is-invalid");
+        this.#amountError.innerText = "";
+        return true;
+    }
+
+    /**
+     * The callback when adding a new journal entry line item.
+     *
+     * @param debitCredit {DebitCreditSubForm} the debit or credit sub-form
+     */
+    onAddNew(debitCredit) {
+        this.lineItem = null;
+        this.#debitCreditSubForm = debitCredit;
+        this.debitCredit = this.#debitCreditSubForm.debitCredit;
+        this.isNeedOffset = false;
+        this.#originalLineItemContainer.classList.add("d-none");
+        this.#originalLineItemControl.classList.remove("accounting-not-empty");
+        this.#originalLineItemControl.classList.remove("is-invalid");
+        this.originalLineItemId = null;
+        this.originalLineItemDate = null;
+        this.originalLineItemText = null;
+        this.#originalLineItemText.innerText = "";
+        this.#setEnableDescriptionAccount(true);
+        this.#descriptionControl.classList.remove("accounting-not-empty");
+        this.#descriptionControl.classList.remove("is-invalid");
+        this.description = null;
+        this.#descriptionText.innerText = ""
+        this.#descriptionError.innerText = ""
+        this.#accountControl.classList.remove("accounting-not-empty");
+        this.#accountControl.classList.remove("is-invalid");
+        this.accountCode = null;
+        this.accountText = null;
+        this.#accountText.innerText = "";
+        this.#accountError.innerText = "";
+        this.#amountInput.value = "";
+        this.#amountInput.max = "";
+        this.#amountInput.min = "0";
+        this.#amountInput.classList.remove("is-invalid");
+        this.#amountError.innerText = "";
+    }
+
+    /**
+     * The callback when editing a journal entry line item.
+     *
+     * @param lineItem {LineItemSubForm} the journal entry line item sub-form
+     */
+    onEdit(lineItem) {
+        this.lineItem = lineItem;
+        this.#debitCreditSubForm = lineItem.debitCreditSubForm;
+        this.debitCredit = this.#debitCreditSubForm.debitCredit;
+        this.isNeedOffset = lineItem.isNeedOffset;
+        this.originalLineItemId = lineItem.originalLineItemId;
+        this.originalLineItemDate = lineItem.originalLineItemDate;
+        this.originalLineItemText = lineItem.originalLineItemText;
+        this.#originalLineItemText.innerText = this.originalLineItemText;
+        if (this.originalLineItemId === null) {
+            this.#originalLineItemContainer.classList.add("d-none");
+            this.#originalLineItemControl.classList.remove("accounting-not-empty");
+        } else {
+            this.#originalLineItemContainer.classList.remove("d-none");
+            this.#originalLineItemControl.classList.add("accounting-not-empty");
+        }
+        this.#setEnableDescriptionAccount(!lineItem.isMatched && this.originalLineItemId === null);
+        this.description = lineItem.description;
+        if (this.description === null) {
+            this.#descriptionControl.classList.remove("accounting-not-empty");
+        } else {
+            this.#descriptionControl.classList.add("accounting-not-empty");
+        }
+        this.#descriptionText.innerText = this.description === null? "": this.description;
+        if (lineItem.accountCode === null) {
+            this.#accountControl.classList.remove("accounting-not-empty");
+        } else {
+            this.#accountControl.classList.add("accounting-not-empty");
+        }
+        this.accountCode = lineItem.accountCode;
+        this.accountText = lineItem.accountText;
+        this.#accountText.innerText = this.accountText;
+        this.#amountInput.value = lineItem.amount === null? "": String(lineItem.amount);
+        const maxAmount = this.#getMaxAmount();
+        this.#amountInput.max = maxAmount === null? "": maxAmount;
+        this.#amountInput.min = lineItem.amountMin === null? "": String(lineItem.amountMin);
+        this.#validate();
+    }
+
+    /**
+     * Finds out the max amount.
+     *
+     * @return {Decimal|null} the max amount
+     */
+    #getMaxAmount() {
+        if (this.originalLineItemId === null) {
+            return null;
+        }
+        return this.originalLineItemSelector.getNetBalance(this.lineItem, this.form, this.originalLineItemId);
+    }
+
+    /**
+     * Sets the enable status of the description and account.
+     *
+     * @param isEnabled {boolean} true to enable, or false otherwise
+     */
+    #setEnableDescriptionAccount(isEnabled) {
+        if (isEnabled) {
+            this.#descriptionControl.dataset.bsToggle = "modal";
+            this.#descriptionControl.dataset.bsTarget = "#accounting-description-editor-" + this.#debitCreditSubForm.debitCredit + "-modal";
+            this.#descriptionControl.classList.remove("accounting-disabled");
+            this.#descriptionControl.classList.add("accounting-clickable");
+            this.#accountControl.dataset.bsToggle = "modal";
+            this.#accountControl.dataset.bsTarget = "#accounting-account-selector-" + this.#debitCreditSubForm.debitCredit + "-modal";
+            this.#accountControl.classList.remove("accounting-disabled");
+            this.#accountControl.classList.add("accounting-clickable");
+        } else {
+            this.#descriptionControl.dataset.bsToggle = "";
+            this.#descriptionControl.dataset.bsTarget = "";
+            this.#descriptionControl.classList.add("accounting-disabled");
+            this.#descriptionControl.classList.remove("accounting-clickable");
+            this.#accountControl.dataset.bsToggle = "";
+            this.#accountControl.dataset.bsTarget = "";
+            this.#accountControl.classList.add("accounting-disabled");
+            this.#accountControl.classList.remove("accounting-clickable");
+        }
+    }
+}

src/accounting/static/js/journal-entry-order.js

@@ -1,5 +1,5 @@
 /* The Mia! Accounting Flask Project
- * transaction-order.js: The JavaScript for the transaction order
+ * journal-entry-order.js: The JavaScript for the journal entry order
  */
 
 /*  Copyright (c) 2023 imacat.

src/accounting/static/js/original-line-item-selector.js

@@ -1,5 +1,5 @@
 /* The Mia! Accounting Flask Project
- * original-entry-selector.js: The JavaScript for the original entry selector
+ * original-line-item-selector.js: The JavaScript for the original line item selector
  */
 
 /*  Copyright (c) 2023 imacat.
@@ -23,22 +23,22 @@
 "use strict";
 
 /**
- * The original entry selector.
+ * The original line item selector.
  *
  */
-class OriginalEntrySelector {
+class OriginalLineItemSelector {
 
     /**
-     * The prefix of the HTML ID and class
+     * The line item editor
+     * @type {JournalEntryLineItemEditor}
+     */
+    lineItemEditor;
+
+    /**
+     * The prefix of the HTML ID and class names
      * @type {string}
      */
-    #prefix = "accounting-original-entry-selector";
+    #prefix = "accounting-original-line-item-selector";
-
-    /**
-     * The modal of the original entry editor
-     * @type {HTMLDivElement}
-     */
-    #modal;
 
     /**
      * The query input
@@ -60,22 +60,16 @@ class OriginalEntrySelector {
 
     /**
      * The options
-     * @type {OriginalEntry[]}
+     * @type {OriginalLineItem[]}
      */
     #options;
 
     /**
      * The options by their ID
-     * @type {Object.<string, OriginalEntry>}
+     * @type {Object.<string, OriginalLineItem>}
      */
     #optionById;
 
-    /**
-     * The journal entry editor
-     * @type {JournalEntryEditor}
-     */
-    entryEditor;
-
     /**
      * The currency code
      * @type {string}
@@ -83,68 +77,67 @@ class OriginalEntrySelector {
     #currencyCode;
 
     /**
-     * The entry
+     * Either "credit" or "debit"
      */
-    #entryType;
+    #debitCredit;
 
     /**
-     * Constructs an original entry selector.
+     * Constructs an original line item selector.
      *
+     * @param lineItemEditor {JournalEntryLineItemEditor} the line item editor
      */
-    constructor() {
+    constructor(lineItemEditor) {
-        this.#modal = document.getElementById(this.#prefix + "-modal");
+        this.lineItemEditor = lineItemEditor;
         this.#query = document.getElementById(this.#prefix + "-query");
         this.#queryNoResult = document.getElementById(this.#prefix + "-option-no-result");
         this.#optionList = document.getElementById(this.#prefix + "-option-list");
-        this.#options = Array.from(document.getElementsByClassName(this.#prefix + "-option")).map((element) => new OriginalEntry(this, element));
+        this.#options = Array.from(document.getElementsByClassName(this.#prefix + "-option")).map((element) => new OriginalLineItem(this, element));
         this.#optionById = {};
         for (const option of this.#options) {
             this.#optionById[option.id] = option;
         }
-        this.#query.addEventListener("input", () => {
+        this.#query.oninput = () => this.#filterOptions();
-            this.#filterOptions();
-        });
     }
 
     /**
-     * Returns the net balance for an original entry.
+     * Returns the net balance for an original line item.
      *
-     * @param currentEntry {JournalEntrySubForm} the journal entry sub-form that is currently editing
+     * @param currentLineItem {LineItemSubForm} the line item sub-form that is currently editing
-     * @param form {TransactionForm} the transaction form
+     * @param form {JournalEntryForm} the journal entry form
-     * @param originalEntryId {string} the ID of the original entry
+     * @param originalLineItemId {string} the ID of the original line item
-     * @return {Decimal} the net balance of the original entry
+     * @return {Decimal} the net balance of the original line item
      */
-    getNetBalance(currentEntry, form, originalEntryId) {
+    getNetBalance(currentLineItem, form, originalLineItemId) {
-        const otherEntries = form.getEntries().filter((entry) => entry !== currentEntry);
+        const otherLineItems = form.getLineItems().filter((lineItem) => lineItem !== currentLineItem);
         let otherOffset = new Decimal(0);
-        for (const otherEntry of otherEntries) {
+        for (const otherLineItem of otherLineItems) {
-            if (otherEntry.getOriginalEntryId() === originalEntryId) {
+            if (otherLineItem.originalLineItemId === originalLineItemId) {
-                const amount = otherEntry.getAmount();
+                const amount = otherLineItem.amount;
                 if (amount !== null) {
                     otherOffset = otherOffset.plus(amount);
                 }
             }
         }
-        return this.#optionById[originalEntryId].bareNetBalance.minus(otherOffset);
+        return this.#optionById[originalLineItemId].bareNetBalance.minus(otherOffset);
     }
 
     /**
-     * Updates the net balances, subtracting the offset amounts on the form but the currently editing journal entry
+     * Updates the net balances, subtracting the offset amounts on the form but the currently editing line item
      *
      */
     #updateNetBalances() {
-        const otherEntries = this.entryEditor.form.getEntries().filter((entry) => entry !== this.entryEditor.entry);
+        const otherLineItems = this.lineItemEditor.form.getLineItems().filter((lineItem) => lineItem !== this.lineItemEditor.lineItem);
         const otherOffsets = {}
-        for (const otherEntry of otherEntries) {
+        for (const otherLineItem of otherLineItems) {
-            const otherOriginalEntryId = otherEntry.getOriginalEntryId();
+            const otherOriginalLineItemId = otherLineItem.originalLineItemId;
-            const amount = otherEntry.getAmount();
+            const amount = otherLineItem.amount;
-            if (otherOriginalEntryId === null || amount === null) {
+            if (otherOriginalLineItemId === null || amount === null) {
                 continue;
             }
-            if (!(otherOriginalEntryId in otherOffsets)) {
+            if (!(otherOriginalLineItemId in otherOffsets)) {
-                otherOffsets[otherOriginalEntryId] = new Decimal("0");
+                otherOffsets[otherOriginalLineItemId] = new Decimal("0");
             }
-            otherOffsets[otherOriginalEntryId] = otherOffsets[otherOriginalEntryId].plus(amount);
+            otherOffsets[otherOriginalLineItemId] = otherOffsets[otherOriginalLineItemId].plus(amount);
         }
         for (const option of this.#options) {
             if (option.id in otherOffsets) {
@@ -160,16 +153,16 @@ class OriginalEntrySelector {
      *
      */
     #filterOptions() {
-        let hasAnyMatched = false;
+        let isAnyMatched = false;
         for (const option of this.#options) {
-            if (option.isMatched(this.#entryType, this.#currencyCode, this.#query.value)) {
+            if (option.isMatched(this.#debitCredit, this.#currencyCode, this.#query.value)) {
                 option.setShown(true);
-                hasAnyMatched = true;
+                isAnyMatched = true;
             } else {
                 option.setShown(false);
             }
         }
-        if (!hasAnyMatched) {
+        if (!isAnyMatched) {
             this.#optionList.classList.add("d-none");
             this.#queryNoResult.classList.remove("d-none");
         } else {
@@ -179,17 +172,14 @@ class OriginalEntrySelector {
     }
 
     /**
-     * The callback when the original entry selector is shown.
+     * The callback when the original line item selector is shown.
      *
-     * @param entryEditor {JournalEntryEditor} the journal entry editor
-     * @param originalEntryId {string|null} the ID of the original entry
      */
-    onOpen(entryEditor, originalEntryId = null) {
+    onOpen() {
-        this.entryEditor = entryEditor
+        this.#currencyCode = this.lineItemEditor.currencyCode;
-        this.#currencyCode = entryEditor.getCurrencyCode();
+        this.#debitCredit = this.lineItemEditor.debitCredit;
-        this.#entryType = entryEditor.entryType;
         for (const option of this.#options) {
-            option.setActive(option.id === originalEntryId);
+            option.setActive(option.id === this.lineItemEditor.originalLineItemId);
         }
         this.#query.value = "";
         this.#updateNetBalances();
@@ -198,14 +188,14 @@ class OriginalEntrySelector {
 }
 
 /**
- * An original entry.
+ * An original line item.
  *
  */
-class OriginalEntry {
+class OriginalLineItem {
 
     /**
-     * The original entry selector
+     * The original line item selector
-     * @type {OriginalEntrySelector}
+     * @type {OriginalLineItemSelector}
      */
     #selector;
 
@@ -228,10 +218,10 @@ class OriginalEntry {
     date;
 
     /**
-     * The entry type, either "debit" or "credit"
+     * Either "debit" or "credit"
      * @type {string}
      */
-    #entryType;
+    #debitCredit;
 
     /**
      * The currency code
@@ -252,10 +242,10 @@ class OriginalEntry {
     accountText;
 
     /**
-     * The summary
+     * The description
      * @type {string}
      */
-    summary;
+    description;
 
     /**
      * The net balance, without the offset amounts on the form
@@ -276,21 +266,21 @@ class OriginalEntry {
     netBalanceText;
 
     /**
-     * The text representation of the original entry
+     * The text representation of the original line item
      * @type {string}
      */
     text;
 
     /**
      * The values to query against
-     * @type {string[][]}
+     * @type {string[]}
      */
     #queryValues;
 
     /**
-     * Constructs an original entry.
+     * Constructs an original line item.
      *
-     * @param selector {OriginalEntrySelector} the original entry selector
+     * @param selector {OriginalLineItemSelector} the original line item selector
      * @param element {HTMLLIElement} the element
      */
     constructor(selector, element) {
@@ -298,17 +288,17 @@ class OriginalEntry {
         this.#element = element;
         this.id = element.dataset.id;
         this.date = element.dataset.date;
-        this.#entryType = element.dataset.entryType;
+        this.#debitCredit = element.dataset.debitCredit;
         this.#currencyCode = element.dataset.currencyCode;
         this.accountCode = element.dataset.accountCode;
         this.accountText = element.dataset.accountText;
-        this.summary = element.dataset.summary;
+        this.description = element.dataset.description;
         this.bareNetBalance = new Decimal(element.dataset.netBalance);
         this.netBalance = this.bareNetBalance;
-        this.netBalanceText = document.getElementById("accounting-original-entry-selector-option-" + this.id + "-net-balance");
+        this.netBalanceText = document.getElementById("accounting-original-line-item-selector-option-" + this.id + "-net-balance");
         this.text = element.dataset.text;
         this.#queryValues = JSON.parse(element.dataset.queryValues);
-        this.#element.onclick = () => this.#selector.entryEditor.saveOriginalEntry(this);
+        this.#element.onclick = () => this.#selector.lineItemEditor.saveOriginalLineItem(this);
     }
 
     /**
@@ -343,52 +333,61 @@ class OriginalEntry {
     /**
      * Returns whether the original matches.
      *
-     * @param entryType {string} the entry type, either "debit" or "credit"
+     * @param debitCredit {string} either "debit" or "credit"
      * @param currencyCode {string} the currency code
      * @param query {string|null} the query term
      */
-    isMatched(entryType, currencyCode, query = null) {
+    isMatched(debitCredit, currencyCode, query = null) {
         return this.netBalance.greaterThan(0)
-            && this.date <= this.#selector.entryEditor.form.getDate()
+            && this.date <= this.#selector.lineItemEditor.form.date
-            && this.#isEntryTypeMatches(entryType)
+            && this.#isDebitCreditMatched(debitCredit)
             && this.#currencyCode === currencyCode
-            && this.#isQueryMatches(query);
+            && this.#isQueryMatched(query);
     }
 
     /**
-     * Returns whether the original entry matches the entry type.
+     * Returns whether the original line item matches the debit or credit.
      *
-     * @param entryType {string} the entry type, either "debit" or credit
+     * @param debitCredit {string} either "debit" or credit
      * @return {boolean} true if the option matches, or false otherwise
      */
-    #isEntryTypeMatches(entryType) {
+    #isDebitCreditMatched(debitCredit) {
-        return (entryType === "debit" && this.#entryType === "credit")
+        return (debitCredit === "debit" && this.#debitCredit === "credit")
-            || (entryType === "credit" && this.#entryType === "debit");
+            || (debitCredit === "credit" && this.#debitCredit === "debit");
     }
 
     /**
-     * Returns whether the original entry matches the query.
+     * Returns whether the original line item matches the query term.
      *
      * @param query {string|null} the query term
      * @return {boolean} true if the option matches, or false otherwise
      */
-    #isQueryMatches(query) {
+    #isQueryMatched(query) {
         if (query === "") {
             return true;
         }
-        for (const queryValue of this.#queryValues[0]) {
+        if (this.#getNetBalanceForQuery().includes(query.toLowerCase())) {
+            return true;
+        }
+        for (const queryValue of this.#queryValues) {
             if (queryValue.toLowerCase().includes(query.toLowerCase())) {
                 return true;
             }
         }
-        for (const queryValue of this.#queryValues[1]) {
-            if (queryValue === query) {
-                return true;
-            }
-        }
         return false;
     }
 
+    /**
+     * Returns the net balance in the format for query match.
+     *
+     * @return {string} the net balance in the format for query match
+     */
+    #getNetBalanceForQuery() {
+        const frac = this.netBalance.modulo(1);
+        const whole = Number(this.netBalance.minus(frac));
+        return String(whole) + String(frac).substring(1);
+    }
+
     /**
      * Sets whether the option is shown.
      *

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

@@ -33,12 +33,6 @@ document.addEventListener("DOMContentLoaded", () => {
  */
 class PeriodChooser {
 
-    /**
-     * The prefix of the HTML ID and class
-     * @type {string}
-     */
-    prefix;
-
     /**
      * The modal of the period chooser
      * @type {HTMLDivElement}
@@ -56,8 +50,8 @@ class PeriodChooser {
      *
      */
     constructor() {
-        this.prefix = "accounting-period-chooser";
+        const prefix = "accounting-period-chooser";
-        this.modal = document.getElementById(this.prefix + "-modal");
+        this.modal = document.getElementById(prefix + "-modal");
         for (const cls of [MonthTab, YearTab, DayTab, CustomTab]) {
             const tab = new cls(this);
             this.tabPlanes[tab.tabId()] = tab;
@@ -94,7 +88,7 @@ class TabPlane {
     chooser;
 
     /**
-     * The prefix of the HTML ID and class
+     * The prefix of the HTML ID and class names
      * @type {string}
      */
     prefix;
@@ -175,7 +169,7 @@ class MonthTab extends TabPlane {
             let start = monthChooser.dataset.start;
             this.#monthChooser = new tempusDominus.TempusDominus(monthChooser, {
                 restrictions: {
-                    minDate: start,
+                    minDate: new Date(start),
                 },
                 display: {
                     inline: true,
@@ -184,7 +178,7 @@ class MonthTab extends TabPlane {
                         clock: false,
                     },
                 },
-                defaultDate: monthChooser.dataset.default,
+                defaultDate: new Date(monthChooser.dataset.default),
             });
             monthChooser.addEventListener(tempusDominus.Namespace.events.change, (e) => {
                 const date = e.detail.date;

src/accounting/template_globals.py

@@ -14,12 +14,11 @@
 #  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.
+"""The template globals.
 
 """
-from flask import current_app
-
 from accounting.models import Currency
+from accounting.utils.options import options
 
 
 def currency_options() -> str:
@@ -35,5 +34,4 @@ def default_currency_code() -> str:
 
     :return: The default currency code.
     """
-    with current_app.app_context():
+    return options.default_currency_code
-        return current_app.config.get("DEFAULT_CURRENCY", "USD")

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

@@ -25,38 +25,45 @@ First written: 2023/1/31
 
 {% block content %}
 
-<div class="btn-group mb-3">
+<div class="mb-3 accounting-toolbar">
-  <a class="btn btn-primary" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary d-none d-md-inline" href="{{ url_for("accounting.account.edit", account=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.account.edit", account=obj)|accounting_inherit_next }}">
-      <i class="fa-solid fa-gear"></i>
+      <i class="fa-solid fa-pen-to-square"></i>
-      {{ A_("Settings") }}
+      {{ A_("Edit") }}
     </a>
   {% endif %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.account.order", base=obj.base)|accounting_append_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.order", base=obj.base)|accounting_append_next }}">
     <i class="fa-solid fa-bars-staggered"></i>
-    {{ A_("Order") }}
+    <span class="d-none d-md-inline">{{ A_("Order") }}</span>
   </a>
   {% if accounting_can_edit() %}
+    {% if obj.can_delete %}
       <button class="btn btn-danger" type="button" data-bs-toggle="modal" data-bs-target="#accounting-delete-modal">
         <i class="fa-solid fa-trash"></i>
-      {{ A_("Delete") }}
+        <span class="d-none d-md-inline">{{ A_("Delete") }}</span>
       </button>
+    {% else %}
+      <button class="btn btn-secondary" type="button" disabled="disabled">
+        <i class="fa-solid fa-trash"></i>
+        <span class="d-none d-md-inline">{{ A_("Delete") }}</span>
+      </button>
+    {% endif %}
   {% endif %}
 </div>
 
 {% if accounting_can_edit() %}
   <div class="d-md-none accounting-material-fab">
-    <a class="btn btn-primary" href="{{ url_for("accounting.account.edit", account=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.edit", account=obj)|accounting_inherit_next }}">
       <i class="fa-solid fa-pen-to-square"></i>
     </a>
   </div>
 {% endif %}
 
-{% if accounting_can_edit() %}
+{% if accounting_can_edit() and obj.can_delete %}
   <form action="{{ url_for("accounting.account.delete", account=obj) }}" method="post">
     <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
     {% if request.args.next %}
@@ -66,7 +73,7 @@ First written: 2023/1/31
       <div class="modal-dialog">
         <div class="modal-content">
           <div class="modal-header">
-            <h1 class="modal-title fs-5" id="accounting-delete-modal-label">{{ A_("Delete Account Confirmation") }}</h1>
+            <h1 class="modal-title fs-5" id="accounting-delete-modal-label">{{ A_("Confirm Delete Account") }}</h1>
             <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="{{ A_("Close") }}"></button>
           </div>
           <div class="modal-body">
@@ -83,11 +90,11 @@ First written: 2023/1/31
 {% endif %}
 
 <div class="accounting-card col-sm-6">
-  <div class="accounting-card-title">{{ obj.title }}</div>
+  <div class="accounting-card-title">{{ obj.title|title }}</div>
   <div class="accounting-card-code">{{ obj.code }}</div>
   {% if obj.is_need_offset %}
     <div>
-      <span class="badge rounded-pill bg-info">{{ A_("Need offset") }}</span>
+      <span class="badge rounded-pill bg-info">{{ A_("Needs Offset") }}</span>
     </div>
   {% endif %}
   <div class="small text-secondary fst-italic">

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

@@ -27,10 +27,10 @@ First written: 2023/2/1
 
 {% block content %}
 
-<div class="btn-group mb-3">
+<div class="mb-3 accounting-toolbar">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
 </div>
 
@@ -65,7 +65,7 @@ First written: 2023/2/1
   <div id="accounting-is-need-offset-control" class="form-check form-switch mb-3 {% if form.base_code.data[0] not in ["1", "2", "3"] %} d-none {% endif %}">
     <input id="accounting-is-need-offset" class="form-check-input" type="checkbox" name="is_need_offset" value="1" {% if form.is_need_offset.data %} checked="checked" {% endif %}>
     <label class="form-check-label" for="accounting-is-need-offset">
-      {{ A_("The entries in the account need offset.") }}
+      {{ A_("The line items in the account need offset.") }}
     </label>
   </div>
 
@@ -101,7 +101,7 @@ First written: 2023/2/1
 
         <ul id="accounting-base-selector-option-list" class="list-group accounting-selector-list">
           {% for base in form.base_options %}
-            <li class="list-group-item accounting-clickable accounting-base-selector-option" data-code="{{ base.code }}" data-content="{{ base }}" data-query-values="{{ base.query_values|tojson|forceescape }}" data-bs-dismiss="modal">
+            <li class="list-group-item accounting-clickable accounting-base-selector-option" data-code="{{ base.code }}" data-text="{{ base }}" data-query-values="{{ base.query_values|tojson|forceescape }}" data-bs-dismiss="modal">
               {{ base }}
             </li>
           {% endfor %}

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

@@ -27,7 +27,7 @@ First written: 2023/1/30
 
 <div class="mb-2 accounting-toolbar">
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary text-nowrap d-none d-md-block" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
+    <a class="btn btn-primary text-nowrap d-none d-md-block" role="button" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
       {{ A_("New") }}
     </a>
@@ -45,7 +45,7 @@ First written: 2023/1/30
 
 {% if accounting_can_edit() %}
   <div class="d-md-none accounting-material-fab">
-    <a class="btn btn-primary" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
+    <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
     </a>
   </div>
@@ -59,7 +59,7 @@ First written: 2023/1/30
     <a class="list-group-item list-group-item-action" href="{{ url_for("accounting.account.detail", account=item)|accounting_append_next }}">
       {{ item }}
       {% if item.is_need_offset %}
-        <span class="badge rounded-pill bg-info">{{ A_("Need offset") }}</span>
+        <span class="badge rounded-pill bg-info">{{ A_("Needs Offset") }}</span>
       {% endif %}
     </a>
   {% endfor %}

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

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

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

@@ -25,20 +25,20 @@ First written: 2023/2/1
 
 {% block content %}
 
-<div class="btn-group mb-3">
+<div class="mb-3 accounting-toolbar">
-  <a class="btn btn-primary" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
 </div>
 
 <div class="accounting-card col-sm-6">
-  <div class="accounting-card-title">{{ obj.title }}</div>
+  <div class="accounting-card-title">{{ obj.title|title }}</div>
   <div class="accounting-card-code">{{ obj.code }}</div>
   {% if obj.accounts %}
     <div>
     {% for account in obj.accounts %}
-      <a class="btn btn-primary" href="{{ url_for("accounting.account.detail", account=account)|accounting_append_next }}">
+      <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.detail", account=account)|accounting_append_next }}">
         {{ account }}
       </a>
     {% endfor %}

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

@@ -25,34 +25,41 @@ First written: 2023/2/6
 
 {% block content %}
 
-<div class="btn-group mb-3">
+<div class="mb-3 accounting-toolbar">
-  <a class="btn btn-primary" href="{{ url_for("accounting.currency.list")|accounting_or_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.currency.list")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary d-none d-md-inline" href="{{ url_for("accounting.currency.edit", currency=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.currency.edit", currency=obj)|accounting_inherit_next }}">
-      <i class="fa-solid fa-gear"></i>
+      <i class="fa-solid fa-pen-to-square"></i>
-      {{ A_("Settings") }}
+      {{ A_("Edit") }}
     </a>
   {% endif %}
   {% if accounting_can_edit() %}
+    {% if obj.can_delete %}
       <button class="btn btn-danger" type="button" data-bs-toggle="modal" data-bs-target="#accounting-delete-modal">
         <i class="fa-solid fa-trash"></i>
-      {{ A_("Delete") }}
+        <span class="d-none d-md-inline">{{ A_("Delete") }}</span>
       </button>
+    {% else %}
+      <button class="btn btn-secondary" type="button" disabled="disabled">
+        <i class="fa-solid fa-trash"></i>
+        <span class="d-none d-md-inline">{{ A_("Delete") }}</span>
+      </button>
+    {% endif %}
   {% endif %}
 </div>
 
 {% if accounting_can_edit() %}
   <div class="d-md-none accounting-material-fab">
-    <a class="btn btn-primary" href="{{ url_for("accounting.currency.edit", currency=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary" role="button" href="{{ url_for("accounting.currency.edit", currency=obj)|accounting_inherit_next }}">
       <i class="fa-solid fa-pen-to-square"></i>
     </a>
   </div>
 {% endif %}
 
-{% if accounting_can_edit() %}
+{% if accounting_can_edit() and obj.can_delete %}
   <form action="{{ url_for("accounting.currency.delete", currency=obj) }}" method="post">
     <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
     {% if request.args.next %}
@@ -62,7 +69,7 @@ First written: 2023/2/6
       <div class="modal-dialog">
         <div class="modal-content">
           <div class="modal-header">
-            <h1 class="modal-title fs-5" id="accounting-delete-modal-label">{{ A_("Delete Currency Confirmation") }}</h1>
+            <h1 class="modal-title fs-5" id="accounting-delete-modal-label">{{ A_("Confirm Delete Currency") }}</h1>
             <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="{{ A_("Close") }}"></button>
           </div>
           <div class="modal-body">
@@ -79,7 +86,7 @@ First written: 2023/2/6
 {% endif %}
 
 <div class="accounting-card col-sm-6">
-  <div class="accounting-card-title">{{ obj.name }}</div>
+  <div class="accounting-card-title">{{ obj.name|title }}</div>
   <div class="accounting-card-code">{{ obj.code }}</div>
   <div class="small text-secondary fst-italic">
     <div>{{ A_("Created") }} {{ obj.created_at }} {{ obj.created_by }}</div>

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

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

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

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

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

@@ -28,29 +28,37 @@ First written: 2023/1/26
     </span>
     <ul class="dropdown-menu">
       <li>
-        <a class="dropdown-item {% if request.endpoint.startswith("accounting.report.") %} active {% endif %}" href="{{ url_for("accounting.report.default") }}">
+        <a class="dropdown-item {% if request.endpoint and 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") }}">
+        <a class="dropdown-item {% if request.endpoint and request.endpoint.startswith("accounting.account.") %} active {% endif %}" href="{{ url_for("accounting.account.list") }}">
           <i class="fa-solid fa-clipboard"></i>
           {{ A_("Accounts") }}
         </a>
       </li>
       <li>
-        <a class="dropdown-item {% if request.endpoint.startswith("accounting.base-account.") %} active {% endif %}" href="{{ url_for("accounting.base-account.list") }}">
+        <a class="dropdown-item {% if request.endpoint and request.endpoint.startswith("accounting.base-account.") %} active {% endif %}" href="{{ url_for("accounting.base-account.list") }}">
           <i class="fa-solid fa-list"></i>
           {{ A_("Base Accounts") }}
         </a>
       </li>
       <li>
-        <a class="dropdown-item {% if request.endpoint.startswith("accounting.currency.") %} active {% endif %}" href="{{ url_for("accounting.currency.list") }}">
+        <a class="dropdown-item {% if request.endpoint and request.endpoint.startswith("accounting.currency.") %} active {% endif %}" href="{{ url_for("accounting.currency.list") }}">
           <i class="fa-solid fa-money-bill-wave"></i>
           {{ A_("Currencies") }}
         </a>
       </li>
+      {% if accounting_can_admin() %}
+        <li>
+          <a class="dropdown-item {% if request.endpoint and request.endpoint.startswith("accounting.option.") %} active {% endif %}" href="{{ url_for("accounting.option.detail") }}">
+            <i class="fa-solid fa-gear"></i>
+            {{ A_("Settings") }}
+          </a>
+        </li>
+      {% endif %}
     </ul>
   </li>
 {% endif %}

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-create.html: The cash expense transaction creation form
+create.html: The cash disbursement journal entry creation form
 
  Copyright (c) 2023 imacat.
 
@@ -19,10 +19,10 @@ create.html: The cash expense transaction creation form
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
-{% extends "accounting/transaction/expense/include/form.html" %}
+{% extends "accounting/journal-entry/disbursement/include/form.html" %}
 
-{% block header %}{% block title %}{{ A_("Add a New Cash Expense Transaction") }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Add a New Cash Disbursement Journal Entry") }}{% endblock %}{% 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 %}
+{% block action_url %}{{ url_for("accounting.journal-entry.store", journal_entry_type=journal_entry_type) }}{% endblock %}

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-detail.html: The account detail
+detail.html: The cash disbursement journal entry detail
 
  Copyright (c) 2023 imacat.
 
@@ -19,26 +19,26 @@ detail.html: The account detail
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/26
 #}
-{% extends "accounting/transaction/include/detail.html" %}
+{% extends "accounting/journal-entry/include/detail.html" %}
 
-{% block to_transfer %}
+{% block as_trasfer %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.transaction.edit", txn=obj)|accounting_txn_to_transfer|accounting_inherit_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_journal_entry_to_transfer|accounting_inherit_next }}">
-    <i class="fa-solid fa-bars-staggered"></i>
+    <i class="fa-solid fa-table-columns"></i>
-    {{ A_("To Transfer") }}
+    <span class="d-none d-md-inline">{{ A_("As Transfer") }}</span>
   </a>
 {% endblock %}
 
-{% block transaction_currencies %}
+{% block journal_entry_currencies %}
   {% for currency in obj.currencies %}
     <div class="mb-3">
       <div class="mb-2 fw-bolder">{{ currency.name }}</div>
 
       <ul class="list-group accounting-list-group-stripped accounting-list-group-hover">
-        <li class="list-group-item accounting-transaction-entry accounting-transaction-entry-header">{{ A_("Content") }}</li>
+        <li class="list-group-item accounting-journal-entry-line-item accounting-journal-entry-line-item-header">{{ A_("Content") }}</li>
-        {% with entries = currency.credit %}
+        {% with line_items = currency.debit %}
-          {% include "accounting/transaction/include/detail-entries.html" %}
+          {% include "accounting/journal-entry/include/detail-line-items.html" %}
         {% endwith %}
-        <li class="list-group-item accounting-transaction-entry accounting-transaction-entry-total">
+        <li class="list-group-item accounting-journal-entry-line-item accounting-journal-entry-line-item-total">
           <div class="d-flex justify-content-between">
             <div>{{ A_("Total") }}</div>
             <div>{{ currency.debit_total|accounting_format_amount }}</div>

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

@@ -0,0 +1,28 @@
+{#
+The Mia! Accounting Flask Project
+edit.html: The cash disbursement journal entry edit form
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/2/25
+#}
+{% extends "accounting/journal-entry/disbursement/include/form.html" %}
+
+{% block header %}{% block title %}{{ A_("Editing %(journal_entry)s", journal_entry=journal_entry) }}{% endblock %}{% endblock %}
+
+{% block back_url %}{{ url_for("accounting.journal-entry.detail", journal_entry=journal_entry)|accounting_inherit_next }}{% endblock %}
+
+{% block action_url %}{{ url_for("accounting.journal-entry.update", journal_entry=journal_entry)|accounting_journal_entry_with_type }}{% endblock %}

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-edit.html: The cash income transaction edit form
+form-currency.html: The currency sub-form in the cash disbursement journal entry form
 
  Copyright (c) 2023 imacat.
 
@@ -19,10 +19,15 @@ edit.html: The cash income transaction edit form
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
-{% extends "accounting/transaction/income/include/form.html" %}
+{% extends "accounting/journal-entry/include/form-currency.html" %}
 
-{% block header %}{% block title %}{{ A_("Editing %(txn)s", txn=txn) }}{% endblock %}{% endblock %}
+{% block line_items %}
-
+  {% with currency_index = currency_index,
-{% block back_url %}{{ url_for("accounting.transaction.detail", txn=txn)|accounting_inherit_next }}{% endblock %}
+          debit_credit = "debit",
-
+          line_item_forms = debit_forms,
-{% block action_url %}{{ url_for("accounting.transaction.update", txn=txn)|accounting_txn_with_type }}{% endblock %}
+          header = A_("Content"),
+          debit_credit_total = debit_total,
+          debit_credit_errors = debit_errors %}
+    {% include "accounting/journal-entry/include/form-debit-credit.html" %}
+  {% endwith %}
+{% endblock %}

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-form.html: The cash expense transaction form
+form.html: The cash disbursement journal entry form
 
  Copyright (c) 2023 imacat.
 
@@ -19,7 +19,7 @@ form.html: The cash expense transaction form
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
-{% extends "accounting/transaction/include/form.html" %}
+{% extends "accounting/journal-entry/include/form.html" %}
 
 {% block currency_sub_forms %}
   {% if form.currencies %}
@@ -32,8 +32,8 @@ First written: 2023/2/25
               currency_code_is_locked = currency_form.is_code_locked,
               debit_forms = currency_form.debit,
               debit_errors = currency_form.debit_errors,
-              debit_total = currency_form.form.debit_total|accounting_format_amount %}
+              debit_total = currency_form.debit_total|accounting_format_amount %}
-        {% include "accounting/transaction/expense/include/form-currency-item.html" %}
+        {% include "accounting/journal-entry/disbursement/include/form-currency.html" %}
       {% endwith %}
     {% endfor %}
   {% else %}
@@ -41,17 +41,17 @@ First written: 2023/2/25
             only_one_currency_form = True,
             currency_code_data = accounting_default_currency_code(),
             debit_total = "-" %}
-      {% include "accounting/transaction/expense/include/form-currency-item.html" %}
+      {% include "accounting/journal-entry/disbursement/include/form-currency.html" %}
     {% endwith %}
   {% endif %}
 {% endblock %}
 
 {% block form_modals %}
-  {% with summary_editor = form.summary_editor.debit %}
+  {% with description_editor = form.description_editor.debit %}
-    {% include "accounting/transaction/include/summary-editor-modal.html" %}
+    {% include "accounting/journal-entry/include/description-editor-modal.html" %}
   {% endwith %}
-  {% with entry_type = "debit",
+  {% with debit_credit = "debit",
           account_options = form.debit_account_options %}
-    {% include "accounting/transaction/include/account-selector-modal.html" %}
+    {% include "accounting/journal-entry/include/account-selector-modal.html" %}
   {% endwith %}
 {% endblock %}

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

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

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

@@ -0,0 +1,199 @@
+{#
+The Mia! Accounting Flask Project
+description-editor-modal.html: The modal of the description 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-description-editor-{{ description_editor.debit_credit }}" class="accounting-description-editor" data-debit-credit="{{ description_editor.debit_credit }}">
+  <div id="accounting-description-editor-{{ description_editor.debit_credit }}-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-description-editor-{{ description_editor.debit_credit }}-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-description-editor-{{ description_editor.debit_credit }}-modal-label">
+            <label for="accounting-description-editor-{{ description_editor.debit_credit }}-description">{{ A_("Description") }}</label>
+          </h1>
+          <button class="btn-close" type="button" data-bs-toggle="modal" data-bs-target="#accounting-line-item-editor-modal" aria-label="{{ A_("Close") }}"></button>
+        </div>
+        <div class="modal-body">
+          <div class="d-flex justify-content-between mb-3">
+            <input id="accounting-description-editor-{{ description_editor.debit_credit }}-description" class="form-control" type="text" aria-labelledby="accounting-description-editor-{{ description_editor.debit_credit }}-modal-label">
+            <button id="accounting-description-editor-{{ description_editor.debit_credit }}-offset" class="btn btn-primary text-nowrap ms-2" type="button" data-bs-toggle="modal" data-bs-target="#accounting-original-line-item-selector-modal">
+              {{ A_("Offset...") }}
+            </button>
+          </div>
+
+          {# Tab navigation #}
+          <ul class="nav nav-tabs mb-2">
+            <li class="nav-item">
+              <span id="accounting-description-editor-{{ description_editor.debit_credit }}-general-tab" class="nav-link active accounting-clickable" aria-current="page">
+                {{ A_("General") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-description-editor-{{ description_editor.debit_credit }}-travel-tab" class="nav-link accounting-clickable" aria-current="false">
+                {{ A_("Travel") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-description-editor-{{ description_editor.debit_credit }}-bus-tab" class="nav-link accounting-clickable" aria-current="false">
+                {{ A_("Bus") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-description-editor-{{ description_editor.debit_credit }}-recurring-tab" class="nav-link accounting-clickable" aria-current="false">
+                {{ A_("Recurring") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-description-editor-{{ description_editor.debit_credit }}-annotation-tab" class="nav-link accounting-clickable" aria-current="false">
+                {{ A_("Annotation") }}
+              </span>
+            </li>
+          </ul>
+
+          {# A general description with a tag #}
+          <div id="accounting-description-editor-{{ description_editor.debit_credit }}-general-page" aria-current="page" aria-labelledby="accounting-description-editor-{{ description_editor.debit_credit }}-general-tab">
+            <div class="form-floating mb-2">
+              <input id="accounting-description-editor-{{ description_editor.debit_credit }}-general-tag" class="form-control" type="text" value="" placeholder=" ">
+              <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-general-tag">{{ A_("Tag") }}</label>
+              <div id="accounting-description-editor-{{ description_editor.debit_credit }}-general-tag-error" class="invalid-feedback"></div>
+            </div>
+
+            <div class="accounting-description-editor-buttons">
+              {% for tag in description_editor.general.tags %}
+                <button class="btn btn-outline-primary accounting-description-editor-{{ description_editor.debit_credit }}-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-description-editor-{{ description_editor.debit_credit }}-travel-page" class="d-none" aria-current="false" aria-labelledby="accounting-description-editor-{{ description_editor.debit_credit }}-travel-tab">
+            <div class="form-floating mb-2">
+              <input id="accounting-description-editor-{{ description_editor.debit_credit }}-travel-tag" class="form-control" type="text" value="" placeholder=" ">
+              <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-travel-tag">{{ A_("Tag") }}</label>
+              <div id="accounting-description-editor-{{ description_editor.debit_credit }}-travel-tag-error" class="invalid-feedback"></div>
+            </div>
+
+            <div class="accounting-description-editor-buttons">
+              {% for tag in description_editor.travel.tags %}
+                <button class="btn btn-outline-primary accounting-description-editor-{{ description_editor.debit_credit }}-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">
+              <div class="form-floating">
+                <input id="accounting-description-editor-{{ description_editor.debit_credit }}-travel-from" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-travel-from">{{ A_("From") }}</label>
+                <div id="accounting-description-editor-{{ description_editor.debit_credit }}-travel-from-error" class="invalid-feedback"></div>
+              </div>
+              <div class="btn-group-vertical ms-1 me-1">
+                <button class="btn btn-primary accounting-description-editor-{{ description_editor.debit_credit }}-travel-direction accounting-default" type="button" tabindex="-1" data-arrow="&rarr;">&rarr;</button>
+                <button class="btn btn-outline-primary accounting-description-editor-{{ description_editor.debit_credit }}-travel-direction" type="button" tabindex="-1" data-arrow="&harr;">&harr;</button>
+              </div>
+              <div class="form-floating">
+                <input id="accounting-description-editor-{{ description_editor.debit_credit }}-travel-to" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-travel-to">{{ A_("To") }}</label>
+                <div id="accounting-description-editor-{{ description_editor.debit_credit }}-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-description-editor-{{ description_editor.debit_credit }}-bus-page" class="d-none" aria-current="false" aria-labelledby="accounting-description-editor-{{ description_editor.debit_credit }}-bus-tab">
+            <div class="d-flex justify-content-between mb-2">
+              <div class="form-floating me-2">
+                <input id="accounting-description-editor-{{ description_editor.debit_credit }}-bus-tag" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-bus-tag">{{ A_("Tag") }}</label>
+                <div id="accounting-description-editor-{{ description_editor.debit_credit }}-bus-tag-error" class="invalid-feedback"></div>
+              </div>
+              <div class="form-floating">
+                <input id="accounting-description-editor-{{ description_editor.debit_credit }}-bus-route" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-bus-route">{{ A_("Route") }}</label>
+                <div id="accounting-description-editor-{{ description_editor.debit_credit }}-bus-route-error" class="invalid-feedback"></div>
+              </div>
+            </div>
+
+            <div class="accounting-description-editor-buttons">
+              {% for tag in description_editor.bus.tags %}
+                <button class="btn btn-outline-primary accounting-description-editor-{{ description_editor.debit_credit }}-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">
+              <div class="form-floating me-2">
+                <input id="accounting-description-editor-{{ description_editor.debit_credit }}-bus-from" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-bus-from">{{ A_("From") }}</label>
+                <div id="accounting-description-editor-{{ description_editor.debit_credit }}-bus-from-error" class="invalid-feedback"></div>
+              </div>
+              <div class="form-floating">
+                <input id="accounting-description-editor-{{ description_editor.debit_credit }}-bus-to" class="form-control" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-bus-to">{{ A_("To") }}</label>
+                <div id="accounting-description-editor-{{ description_editor.debit_credit }}-bus-to-error" class="invalid-feedback"></div>
+              </div>
+            </div>
+          </div>
+
+          {# A recurring transaction #}
+          <div id="accounting-description-editor-{{ description_editor.debit_credit }}-recurring-page" class="d-none" aria-current="false" aria-labelledby="accounting-description-editor-{{ description_editor.debit_credit }}-recurring-tab">
+            <div class="accounting-description-editor-buttons">
+              {% for recurring in description_editor.recurring %}
+                <button class="btn btn-outline-primary accounting-description-editor-{{ description_editor.debit_credit }}-recurring-item" type="button" tabindex="-1" data-template="{{ recurring.description_template }}" data-accounts="{{ recurring.account_codes|tojson|forceescape }}">
+                  {{ recurring.name }}
+                </button>
+              {% endfor %}
+            </div>
+          </div>
+
+          {# The annotation #}
+          <div id="accounting-description-editor-{{ description_editor.debit_credit }}-annotation-page" class="d-none" aria-current="false" aria-labelledby="accounting-description-editor-{{ description_editor.debit_credit }}-annotation-tab">
+            <div class="form-floating">
+              <input id="accounting-description-editor-{{ description_editor.debit_credit }}-annotation-number" class="form-control" type="number" min="1" value="" placeholder=" ">
+              <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-annotation-number">{{ A_("The Number of Items") }}</label>
+              <div id="accounting-description-editor-{{ description_editor.debit_credit }}-annotation-number-error" class="invalid-feedback"></div>
+            </div>
+
+            <div class="form-floating mt-2">
+              <input id="accounting-description-editor-{{ description_editor.debit_credit }}-annotation-note" class="form-control" type="text" value="" placeholder=" ">
+              <label class="form-label" for="accounting-description-editor-{{ description_editor.debit_credit }}-annotation-note">{{ A_("Note") }}</label>
+              <div id="accounting-description-editor-{{ description_editor.debit_credit }}-annotation-note-error" class="invalid-feedback"></div>
+            </div>
+          </div>
+
+          {# The suggested accounts #}
+          <div class="mt-3">
+            {% for account in description_editor.accounts %}
+              <button class="btn btn-outline-primary d-none accounting-description-editor-{{ description_editor.debit_credit }}-account {% if account.is_need_offset %} accounting-account-is-need-offset {% endif %}" 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-line-item-editor-modal">{{ A_("Cancel") }}</button>
+          <button id="accounting-description-editor-{{ description_editor.debit_credit }}-btn-save" type="submit" class="btn btn-primary">{{ A_("Save") }}</button>
+        </div>
+      </div>
+    </div>
+  </div>
+</form>

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-detail-entries-item: The journal entries in the transaction detail
+detail-line-items-item: The line items in the journal entry detail
 
  Copyright (c) 2023 imacat.
 
@@ -20,40 +20,40 @@ Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/3/14
 #}
 {# <ul> For SonarQube not to complain about incorrect HTML #}
-{% for entry in entries %}
+{% for line_item in line_items %}
-  <li class="list-group-item accounting-transaction-entry">
+  <li class="list-group-item accounting-journal-entry-line-item">
     <div class="d-flex justify-content-between">
       <div>
-        <div class="small">{{ entry.account }}</div>
+        <div class="small">{{ line_item.account }}</div>
-        {% if entry.summary is not none %}
+        {% if line_item.description is not none %}
-          <div>{{ entry.summary }}</div>
+          <div>{{ line_item.description }}</div>
         {% endif %}
-        {% if entry.original_entry %}
+        {% if line_item.original_line_item %}
-          <div class="fst-italic small accounting-original-entry">
+          <div class="fst-italic small accounting-original-line-item">
-            <a href="{{ url_for("accounting.transaction.detail", txn=entry.original_entry.transaction)|accounting_append_next }}">
+            <a href="{{ url_for("accounting.journal-entry.detail", journal_entry=line_item.original_line_item.journal_entry)|accounting_append_next }}">
-              {{ A_("Offset %(entry)s", entry=entry.original_entry) }}
+              {{ A_("Offset %(item)s", item=line_item.original_line_item) }}
             </a>
           </div>
         {% endif %}
-        {% if entry.is_need_offset %}
+        {% if line_item.is_need_offset %}
-          <div class="fst-italic small accounting-offset-entries">
+          <div class="fst-italic small accounting-offset-line-items">
-            {% if entry.offsets %}
+            {% if line_item.offsets %}
               <div class="d-flex justify-content-between">
                 <div>{{ A_("Offsets") }}</div>
                 <ul class="ms-2 ps-0">
-                  {% for offset in entry.offsets %}
+                  {% for offset in line_item.offsets %}
                     <li>
-                      <a href="{{ url_for("accounting.transaction.detail", txn=offset.transaction)|accounting_append_next }}">
+                      <a href="{{ url_for("accounting.journal-entry.detail", journal_entry=offset.journal_entry)|accounting_append_next }}">
-                        {{ offset.transaction.date|accounting_format_date }} {{ offset.amount|accounting_format_amount }}
+                        {{ offset.journal_entry.date|accounting_format_date }} {{ offset.amount|accounting_format_amount }}
                       </a>
                     </li>
                   {% endfor %}
                 </ul>
               </div>
-              {% if entry.balance %}
+              {% if line_item.balance %}
                 <div class="d-flex justify-content-between">
                   <div>{{ A_("Net balance") }}</div>
-                  <div>{{ entry.balance|accounting_format_amount }}</div>
+                  <div>{{ line_item.balance|accounting_format_amount }}</div>
                 </div>
               {% else %}
                 <div class="d-flex justify-content-between">
@@ -68,7 +68,7 @@ First written: 2023/3/14
           </div>
         {% endif %}
       </div>
-      <div>{{ entry.amount|accounting_format_amount }}</div>
+      <div>{{ line_item.amount|accounting_format_amount }}</div>
     </div>
   </li>
 {% endfor %}

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

@@ -25,32 +25,32 @@ First written: 2023/2/26
 
 {% block content %}
 
-<div class="btn-group mb-3">
+<div class="mb-3 accounting-toolbar">
-  <a class="btn btn-primary" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary d-none d-md-inline" href="{{ url_for("accounting.transaction.edit", txn=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_inherit_next }}">
-      <i class="fa-solid fa-gear"></i>
+      <i class="fa-solid fa-pen-to-square"></i>
-      {{ A_("Settings") }}
+      {{ A_("Edit") }}
     </a>
   {% endif %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.transaction.order", txn_date=obj.date)|accounting_append_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.journal-entry.order", journal_entry_date=obj.date)|accounting_append_next }}">
     <i class="fa-solid fa-bars-staggered"></i>
-    {{ A_("Order") }}
+    <span class="d-none d-md-inline">{{ A_("Order") }}</span>
   </a>
   {% if accounting_can_edit() %}
-    {% block to_transfer %}{% endblock %}
+    {% block as_trasfer %}{% endblock %}
     {% if obj.can_delete %}
       <button class="btn btn-danger" type="button" data-bs-toggle="modal" data-bs-target="#accounting-delete-modal">
         <i class="fa-solid fa-trash"></i>
-        {{ A_("Delete") }}
+        <span class="d-none d-md-inline">{{ A_("Delete") }}</span>
       </button>
     {% else %}
       <button class="btn btn-secondary" type="button" disabled="disabled">
         <i class="fa-solid fa-trash"></i>
-        {{ A_("Delete") }}
+        <span class="d-none d-md-inline">{{ A_("Delete") }}</span>
       </button>
     {% endif %}
   {% endif %}
@@ -58,14 +58,14 @@ First written: 2023/2/26
 
 {% if accounting_can_edit() %}
   <div class="d-md-none accounting-material-fab">
-    <a class="btn btn-primary" href="{{ url_for("accounting.transaction.edit", txn=obj)|accounting_inherit_next }}">
+    <a class="btn btn-primary" role="button" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_inherit_next }}">
       <i class="fa-solid fa-pen-to-square"></i>
     </a>
   </div>
 {% endif %}
 
 {% if accounting_can_edit() and obj.can_delete %}
-  <form action="{{ url_for("accounting.transaction.delete", txn=obj) }}" method="post">
+  <form action="{{ url_for("accounting.journal-entry.delete", journal_entry=obj) }}" method="post">
     <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
     {% if request.args.next %}
       <input type="hidden" name="next" value="{{ request.args.next }}">
@@ -74,11 +74,11 @@ First written: 2023/2/26
       <div class="modal-dialog">
         <div class="modal-content">
           <div class="modal-header">
-            <h1 class="modal-title fs-5" id="accounting-delete-modal-label">{{ A_("Delete Transaction Confirmation") }}</h1>
+            <h1 class="modal-title fs-5" id="accounting-delete-modal-label">{{ A_("Confirm Delete Journal Entry") }}</h1>
             <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="{{ A_("Close") }}"></button>
           </div>
           <div class="modal-body">
-            {{ A_("Do you really want to delete this transaction?") }}
+            {{ A_("Do you really want to delete this journal entry?") }}
           </div>
           <div class="modal-footer">
             <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">{{ A_("Cancel") }}</button>
@@ -99,13 +99,13 @@ First written: 2023/2/26
     {{ obj.date|accounting_format_date }}
   </div>
 
-  {% block transaction_currencies %}{% endblock %}
+  {% block journal_entry_currencies %}{% endblock %}
 
   {% if obj.note %}
     <div class="card mb-3">
       <div class="card-body">
         <i class="far fa-comment-dots"></i>
-        {{ obj.note|accounting_txn_text2html|safe }}
+        {{ obj.note|accounting_journal_entry_text2html|safe }}
       </div>
     </div>
   {% endif %}

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

@@ -0,0 +1,47 @@
+{#
+The Mia! Accounting Flask Project
+form-currency.html: The currency sub-form in the journal entry form
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/21
+#}
+<div id="accounting-currency-{{ currency_index }}" class="mb-3 accounting-currency" data-index="{{ currency_index }}">
+  <input id="accounting-currency-{{ currency_index }}-no" type="hidden" name="currency-{{ currency_index }}-no" value="{{ currency_index }}">
+  <input id="accounting-currency-{{ currency_index }}-code" type="hidden" name="currency-{{ currency_index }}-code" value="{{ currency_code_data }}">
+  <div id="accounting-currency-{{ currency_index }}-control" class="form-control accounting-currency-control {% if currency_errors %} is-invalid {% endif %}">
+    <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-select" class="form-select {% if currency_code_errors %} is-invalid {% endif %}" {% if currency_code_is_locked %} disabled="disabled" {% endif %}>
+          {% for currency in accounting_currency_options() %}
+            <option value="{{ currency.code }}" {% if currency.code == currency_code_data %} selected="selected" {% endif %}>{{ currency }}</option>
+          {% endfor %}
+        </select>
+        <label class="form-label" for="accounting-currency-{{ currency_index }}-code-select">{{ A_("Currency") }}</label>
+        <div id="accounting-currency-{{ currency_index }}-code-error" class="invalid-feedback">{% if currency_code_errors %}{{ currency_code_errors[0] }}{% endif %}</div>
+      </div>
+
+      <div>
+        <button id="accounting-currency-{{ currency_index }}-delete" class="btn btn-danger rounded-circle {% if only_one_currency_form %} d-none {% endif %}" type="button" data-target="accounting-currency-{{ currency_index }}">
+          <i class="fas fa-minus"></i>
+        </button>
+      </div>
+    </div>
+
+    {% block line_items %}{% endblock %}
+  </div>
+  <div id="accounting-currency-{{ currency_index }}-error" class="invalid-feedback">{% if currency_errors %}{{ currency_errors[0] }}{% endif %}</div>
+</div>

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

@@ -0,0 +1,51 @@
+{#
+The Mia! Accounting Flask Project
+form-debit-credit.html: The debit or credit line items in the journal entry form
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/21
+#}
+<div class="mb-2">
+  <div id="accounting-currency-{{ currency_index }}-{{ debit_credit }}" class="form-control accounting-material-text-field {% if line_item_forms %} accounting-not-empty {% else %} accounting-clickable {% endif %} {% if debit_errors %} is-invalid {% endif %}">
+    <label class="form-label" for="accounting-currency-{{ currency_index }}-{{ debit_credit }}">{{ header }}</label>
+    <div id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-content" class="mt-2 {% if not line_item_forms %} d-none {% endif %}">
+      <ul id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-list" class="list-group accounting-line-item-list">
+        {% for line_item_form in line_item_forms %}
+          {% with currency_index = currency_index,
+                  line_item_index = loop.index,
+                  only_one_line_item_form = line_item_forms|length == 1,
+                  form = line_item_form.form %}
+            {% include "accounting/journal-entry/include/form-line-item.html" %}
+          {% endwith %}
+        {% endfor %}
+      </ul>
+
+      <div class="d-flex justify-content-between mt-2 mb-2">
+        <div>{{ A_("Total") }}</div>
+        <div><span id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-total" class="badge rounded-pill bg-primary">{{ debit_credit_total }}</span></div>
+      </div>
+
+      <div>
+        <button id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-add-line-item" class="btn btn-primary" type="button" data-currency-index="{{ currency_index }}" data-debit-credit="{{ debit_credit }}" data-bs-toggle="modal" data-bs-target="#accounting-line-item-editor-modal">
+          <i class="fas fa-plus"></i>
+          {{ A_("New") }}
+        </button>
+      </div>
+    </div>
+  </div>
+  <div id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-error" class="invalid-feedback">{% if debit_credit_errors %}{{ debit_credit_errors[0] }}{% endif %}</div>
+</div>

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

@@ -0,0 +1,74 @@
+{#
+The Mia! Accounting Flask Project
+form-line-item.html: The line item sub-form in the journal entry form
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/2/25
+#}
+{# <ul> For SonarQube not to complain about incorrect HTML #}
+<li id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}" class="list-group-item list-group-item-action d-flex justify-content-between accounting-currency-{{ currency_index }}-{{ debit_credit }} {% if form.offsets %} accounting-matched-line-item {% endif %}" data-currency-index="{{ currency_index }}" data-debit-credit="{{ debit_credit }}" data-line-item-index="{{ line_item_index }}" {% if form.is_need_offset %} data-is-need-offset="true" {% endif %}>
+  {% if form.id.data %}
+    <input type="hidden" name="currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-id" value="{{ form.id.data }}">
+  {% endif %}
+  <input id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-no" type="hidden" name="currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-no" value="{{ line_item_index }}">
+  <input id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-original-line-item-id" class="accounting-original-line-item-id" type="hidden" name="currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-original_line_item_id" value="{{ form.original_line_item_id.data|accounting_default }}" data-date="{{ form.original_line_item_date|accounting_default }}" data-text="{{ form.original_line_item_text|accounting_default }}">
+  <input id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-account-code" type="hidden" name="currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-account_code" value="{{ form.account_code.data|accounting_default }}" data-text="{{ form.account_text }}">
+  <input id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-description" type="hidden" name="currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-description" value="{{ form.description.data|accounting_default }}">
+  <input id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-amount" type="hidden" name="currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-amount" value="{{ form.amount.data|accounting_journal_entry_format_amount_input }}" data-min="{{ form.offset_total|accounting_default("0") }}">
+  <div class="accounting-line-item-content">
+    <div id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-control" class="form-control clickable d-flex justify-content-between {% if form.all_errors %} is-invalid {% endif %}" data-bs-toggle="modal" data-bs-target="#accounting-line-item-editor-modal">
+      <div>
+        <div id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-account-text" class="small">{{ form.account_text }}</div>
+        <div id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-description-text">{{ form.description.data|accounting_default }}</div>
+        <div id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-original-line-item-text" class="fst-italic small accounting-original-line-item {% if not form.original_line_item_id.data %} d-none {% endif %}">
+          {% if form.original_line_item_id.data %}{{ A_("Offset %(item)s", item=form.original_line_item_text|accounting_default) }}{% endif %}
+        </div>
+        <div id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-offsets" class="fst-italic small accounting-offset-line-items {% if not form.is_need_offset %} d-none {% endif %}">
+          {% if form.offsets %}
+            <div class="d-flex justify-content-between {% if not form.offsets %} d-none {% endif %}">
+              <div>{{ A_("Offsets") }}</div>
+              <ul class="ms-2 ps-0">
+                {% for offset in form.offsets %}
+                  <li>{{ offset.journal_entry.date|accounting_format_date }} {{ offset.amount|accounting_format_amount }}</li>
+                {% endfor %}
+              </ul>
+            </div>
+            {% if form.net_balance == 0 %}
+              <div>{{ A_("Fully offset") }}</div>
+            {% else %}
+              <div class="d-flex justify-content-between">
+                <div>{{ A_("Net balance") }}</div>
+                <div>{{ form.net_balance|accounting_format_amount }}</div>
+              </div>
+            {% endif %}
+          {% else %}
+            {{ A_("Unmatched") }}
+          {% endif %}
+        </div>
+      </div>
+      <div><span id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-amount-text" class="badge rounded-pill bg-primary">{{ form.amount.data|accounting_format_amount }}</span></div>
+    </div>
+    <div id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-error" class="invalid-feedback">{% if form.all_errors %}{{ form.all_errors[0] }}{% endif %}</div>
+  </div>
+
+  <div>
+    <button id="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}-delete" class="btn btn-danger rounded-circle {% if only_one_form or form.offsets %} d-none {% endif %}" type="button" data-target="accounting-currency-{{ currency_index }}-{{ debit_credit }}-{{ line_item_index }}">
+      <i class="fas fa-minus"></i>
+    </button>
+  </div>
+</li>
+{# </ul> For SonarQube not to complain about incorrect HTML #}

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-form.html: The transfer transaction form
+form.html: The base journal entry form
 
  Copyright (c) 2023 imacat.
 
@@ -23,23 +23,23 @@ First written: 2023/2/26
 
 {% block accounting_scripts %}
   <script src="{{ url_for("accounting.static", filename="js/drag-and-drop-reorder.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/transaction-form.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/journal-entry-form.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/journal-entry-editor.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/journal-entry-line-item-editor.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/account-selector.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/journal-entry-account-selector.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/original-entry-selector.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/original-line-item-selector.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/summary-editor.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/description-editor.js") }}"></script>
 {% endblock %}
 
 {% block content %}
 
-<div class="btn-group mb-3">
+<div class="mb-3 accounting-toolbar">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
 </div>
 
-<form id="accounting-form" action="{% block action_url %}{% endblock %}" method="post" data-currency-template="{{ currency_template }}" data-entry-template="{{ entry_template }}">
+<form id="accounting-form" action="{% block action_url %}{% endblock %}" method="post" data-currency-template="{{ currency_template }}" data-line-item-template="{{ line_item_template }}">
   {{ form.csrf_token }}
   {% if request.args.next %}
     <input type="hidden" name="next" value="{{ request.args.next }}">
@@ -88,8 +88,8 @@ First written: 2023/2/26
   </div>
 </form>
 
-{% include "accounting/transaction/include/journal-entry-editor-modal.html" %}
+{% include "accounting/journal-entry/include/journal-entry-line-item-editor-modal.html" %}
 {% block form_modals %}{% endblock %}
-{% include "accounting/transaction/include/original-entry-selector-modal.html" %}
+{% include "accounting/journal-entry/include/original-line-item-selector-modal.html" %}
 
 {% endblock %}

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

@@ -0,0 +1,76 @@
+{#
+The Mia! Accounting Flask Project
+journal-entry-line-item-editor-modal: The modal of the journal entry line item editor
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/2/25
+#}
+<form id="accounting-line-item-editor">
+  <div id="accounting-line-item-editor-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-line-item-editor-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-line-item-editor-modal-label">{{ A_("Line Item Content") }}</h1>
+          <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="{{ A_("Close") }}"></button>
+        </div>
+        <div class="modal-body">
+          <div id="accounting-line-item-editor-original-line-item-container" class="d-flex justify-content-between mb-3">
+            <div class="accounting-line-item-editor-original-line-item-content">
+              <div id="accounting-line-item-editor-original-line-item-control" class="form-control accounting-clickable accounting-material-text-field" data-bs-toggle="modal" data-bs-target="#accounting-original-line-item-selector-modal">
+                <label class="form-label" for="accounting-line-item-editor-original-line-item">{{ A_("Original Line Item") }}</label>
+                <div id="accounting-line-item-editor-original-line-item"></div>
+              </div>
+              <div id="accounting-line-item-editor-original-line-item-error" class="invalid-feedback"></div>
+            </div>
+
+            <div>
+              <button id="accounting-line-item-editor-original-line-item-delete" class="btn btn-danger rounded-circle" type="button">
+                <i class="fas fa-minus"></i>
+              </button>
+            </div>
+          </div>
+
+          <div class="mb-3">
+            <div id="accounting-line-item-editor-description-control" class="form-control accounting-clickable accounting-material-text-field" data-bs-toggle="modal" data-bs-target="">
+              <label class="form-label" for="accounting-line-item-editor-description">{{ A_("Description") }}</label>
+              <div id="accounting-line-item-editor-description"></div>
+            </div>
+            <div id="accounting-line-item-editor-description-error" class="invalid-feedback"></div>
+          </div>
+
+          <div class="mb-3">
+            <div id="accounting-line-item-editor-account-control" class="form-control accounting-clickable accounting-material-text-field" data-bs-toggle="modal" data-bs-target="">
+              <label class="form-label" for="accounting-line-item-editor-account">{{ A_("Account") }}</label>
+              <div id="accounting-line-item-editor-account"></div>
+            </div>
+            <div id="accounting-line-item-editor-account-error" class="invalid-feedback"></div>
+          </div>
+
+          <div class="form-floating mb-3">
+            <input id="accounting-line-item-editor-amount" class="form-control" type="number" value="" min="0" max="" step="0.01" placeholder=" " required="required">
+            <label for="accounting-line-item-editor-amount">{{ A_("Amount") }}</label>
+            <div id="accounting-line-item-editor-amount-error" class="invalid-feedback"></div>
+          </div>
+        </div>
+        <div class="modal-footer">
+          <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">{{ A_("Cancel") }}</button>
+          <button type="submit" class="btn btn-primary">{{ A_("Save") }}</button>
+        </div>
+      </div>
+    </div>
+  </div>
+</form>

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

@@ -0,0 +1,56 @@
+{#
+The Mia! Accounting Flask Project
+order-journal-entry.html: The journal entry in the journal entry order page
+
+ 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: 2023/3/21
+#}
+<a class="small w-100 accounting-journal-entry-order-item" href="{{ url_for("accounting.journal-entry.detail", journal_entry=journal_entry)|accounting_append_next }}">
+  <div>
+    {% if journal_entry.is_cash_disbursement %}
+      {{ A_("Cash Disbursement") }}
+    {% elif journal_entry.is_cash_receipt %}
+      {{ A_("Cash Receipt") }}
+    {% else %}
+      {{ A_("Transfer") }}
+    {% endif %}
+  </div>
+  {% for currency in journal_entry.currencies %}
+    <div class="d-flex justify-content-between accounting-journal-entry-order-item-currency">
+      <div>
+        {% if not journal_entry.is_cash_receipt %}
+          {% for line_item in currency.debit %}
+            <div>{{ line_item.description|accounting_default }}</div>
+          {% endfor %}
+        {% endif %}
+        {% if not journal_entry.is_cash_disbursement %}
+          {% for line_item in currency.credit %}
+            <div class="accounting-mobile-journal-credit">{{ line_item.description|accounting_default }}</div>
+          {% endfor %}
+        {% endif %}
+      </div>
+      <div>
+        <span class="badge bg-info rounded-pill">
+          {% if currency.code != accounting_default_currency_code() %}
+            {{ currency.code }}
+          {% endif %}
+          {{ currency.debit_total|accounting_format_amount }}
+        </span>
+      </div>
+    </div>
+  {% endfor %}
+</a>

src/accounting/templates/accounting/journal-entry/include/original-line-item-selector-modal.html

@@ -0,0 +1,56 @@
+{#
+The Mia! Accounting Flask Project
+original-line-item-selector-modal.html: The modal of the original line item selector
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/2/25
+#}
+<div id="accounting-original-line-item-selector-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-original-line-item-selector-modal-label" aria-hidden="true">
+  <div class="modal-dialog">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h1 class="modal-title fs-5" id="accounting-original-line-item-selector-modal-label">{{ A_("Select Original Line Item") }}</h1>
+        <button type="button" class="btn-close" data-bs-toggle="modal" data-bs-target="#accounting-line-item-editor-modal" aria-label="{{ A_("Close") }}"></button>
+      </div>
+      <div class="modal-body">
+        <div class="input-group mb-2">
+          <input id="accounting-original-line-item-selector-query" class="form-control form-control-sm" type="search" placeholder=" " required="required">
+          <label class="input-group-text" for="accounting-original-line-item-selector-query">
+            <i class="fa-solid fa-magnifying-glass"></i>
+            {{ A_("Search") }}
+          </label>
+        </div>
+
+        <ul id="accounting-original-line-item-selector-option-list" class="list-group accounting-selector-list">
+          {% for line_item in form.original_line_item_options %}
+            <li id="accounting-original-line-item-selector-option-{{ line_item.id }}" class="list-group-item d-flex justify-content-between accounting-clickable accounting-original-line-item-selector-option" data-id="{{ line_item.id }}" data-date="{{ line_item.journal_entry.date }}" data-debit-credit="{{ "debit" if line_item.is_debit else "credit" }}" data-currency-code="{{ line_item.currency.code }}" data-account-code="{{ line_item.account_code }}" data-account-text="{{ line_item.account }}" data-description="{{ line_item.description|accounting_default }}" data-net-balance="{{ line_item.net_balance|accounting_journal_entry_format_amount_input }}" data-text="{{ line_item }}" data-query-values="{{ line_item.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-line-item-editor-modal">
+              <div>{{ line_item.journal_entry.date|accounting_format_date }} {{ line_item.description|accounting_default }}</div>
+              <div>
+                <span class="badge bg-primary rounded-pill">
+                  <span id="accounting-original-line-item-selector-option-{{ line_item.id }}-net-balance">{{ line_item.net_balance|accounting_format_amount }}</span>
+                  / {{ line_item.amount|accounting_format_amount }}
+                </span>
+              </div>
+            </li>
+          {% endfor %}
+        </ul>
+        <p id="accounting-original-line-item-selector-option-no-result" class="d-none">{{ A_("There is no data.") }}</p>
+      </div>
+    </div>
+  </div>
+</div>
+

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-order.html: The order of the transactions in a same day
+order.html: The order of the journal entries in a same day
 
  Copyright (c) 2023 imacat.
 
@@ -23,22 +23,22 @@ First written: 2023/2/26
 
 {% block accounting_scripts %}
   <script src="{{ url_for("accounting.static", filename="js/drag-and-drop-reorder.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/transaction-order.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/journal-entry-order.js") }}"></script>
 {% endblock %}
 
-{% block header %}{% block title %}{{ A_("Transactions on %(date)s", date=date) }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Journal Entries on %(date)s", date=date|accounting_format_date) }}{% endblock %}{% endblock %}
 
 {% block content %}
 
-<div class="btn-group mb-3">
+<div class="mb-3 accounting-toolbar">
-  <a class="btn btn-primary" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
 </div>
 
 {% if list|length > 1 and accounting_can_edit() %}
-  <form action="{{ url_for("accounting.transaction.sort", txn_date=date) }}" method="post">
+  <form action="{{ url_for("accounting.journal-entry.sort", journal_entry_date=date) }}" method="post">
     <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
     {% if request.args.next %}
       <input type="hidden" name="next" value="{{ request.args.next }}">
@@ -47,9 +47,9 @@ First written: 2023/2/26
       {% for item in list %}
         <li class="list-group-item d-flex justify-content-between" data-id="{{ item.id }}">
           <input id="accounting-order-{{ item.id }}-no" type="hidden" name="{{ item.id }}-no" value="{{ loop.index }}">
-          <div>
+          {% with journal_entry = item %}
-            {{ item }}
+            {% include "accounting/journal-entry/include/order-journal-entry.html" %}
-          </div>
+          {% endwith %}
           <i class="fa-solid fa-bars"></i>
         </li>
       {% endfor %}
@@ -72,7 +72,9 @@ First written: 2023/2/26
   <ul class="list-group mb-3">
     {% for item in list %}
       <li class="list-group-item">
-        {{ item }}
+        {% with journal_entry = item %}
+          {% include "accounting/journal-entry/include/order-journal-entry.html" %}
+        {% endwith %}
       </li>
     {% endfor %}
   </ul>

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-create.html: The transfer transaction creation form
+create.html: The cash receipt journal entry creation form
 
  Copyright (c) 2023 imacat.
 
@@ -19,10 +19,10 @@ create.html: The transfer transaction creation form
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
-{% extends "accounting/transaction/transfer/include/form.html" %}
+{% extends "accounting/journal-entry/receipt/include/form.html" %}
 
-{% block header %}{% block title %}{{ A_("Add a New Transfer Transaction") }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Add a New Cash Receipt Journal Entry") }}{% endblock %}{% 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 %}
+{% block action_url %}{{ url_for("accounting.journal-entry.store", journal_entry_type=journal_entry_type) }}{% endblock %}

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-detail.html: The account detail
+detail.html: The cash receipt journal entry detail
 
  Copyright (c) 2023 imacat.
 
@@ -19,26 +19,26 @@ detail.html: The account detail
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/26
 #}
-{% extends "accounting/transaction/include/detail.html" %}
+{% extends "accounting/journal-entry/include/detail.html" %}
 
-{% block to_transfer %}
+{% block as_trasfer %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.transaction.edit", txn=obj)|accounting_txn_to_transfer|accounting_inherit_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_journal_entry_to_transfer|accounting_inherit_next }}">
     <i class="fa-solid fa-bars-staggered"></i>
-    {{ A_("To Transfer") }}
+    <span class="d-none d-md-inline">{{ A_("As Transfer") }}</span>
   </a>
 {% endblock %}
 
-{% block transaction_currencies %}
+{% block journal_entry_currencies %}
   {% for currency in obj.currencies %}
     <div class="mb-3">
       <div class="mb-2 fw-bolder">{{ currency.name }}</div>
 
       <ul class="list-group accounting-list-group-stripped accounting-list-group-hover">
-        <li class="list-group-item accounting-transaction-entry accounting-transaction-entry-header">{{ A_("Content") }}</li>
+        <li class="list-group-item accounting-journal-entry-line-item accounting-journal-entry-line-item-header">{{ A_("Content") }}</li>
-        {% with entries = currency.debit %}
+        {% with line_items = currency.credit %}
-          {% include "accounting/transaction/include/detail-entries.html" %}
+          {% include "accounting/journal-entry/include/detail-line-items.html" %}
         {% endwith %}
-        <li class="list-group-item accounting-transaction-entry accounting-transaction-entry-total">
+        <li class="list-group-item accounting-journal-entry-line-item accounting-journal-entry-line-item-total">
           <div class="d-flex justify-content-between">
             <div>{{ A_("Total") }}</div>
             <div>{{ currency.debit_total|accounting_format_amount }}</div>

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

@@ -0,0 +1,28 @@
+{#
+The Mia! Accounting Flask Project
+edit.html: The cash receipt journal entry edit form
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/2/25
+#}
+{% extends "accounting/journal-entry/receipt/include/form.html" %}
+
+{% block header %}{% block title %}{{ A_("Editing %(journal_entry)s", journal_entry=journal_entry) }}{% endblock %}{% endblock %}
+
+{% block back_url %}{{ url_for("accounting.journal-entry.detail", journal_entry=journal_entry)|accounting_inherit_next }}{% endblock %}
+
+{% block action_url %}{{ url_for("accounting.journal-entry.update", journal_entry=journal_entry)|accounting_journal_entry_with_type }}{% endblock %}

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-edit.html: The cash expense transaction edit form
+form-currency.html: The currency sub-form in the cash receipt journal entry form
 
  Copyright (c) 2023 imacat.
 
@@ -19,10 +19,15 @@ edit.html: The cash expense transaction edit form
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
-{% extends "accounting/transaction/expense/include/form.html" %}
+{% extends "accounting/journal-entry/include/form-currency.html" %}
 
-{% block header %}{% block title %}{{ A_("Editing %(txn)s", txn=txn) }}{% endblock %}{% endblock %}
+{% block line_items %}
-
+  {% with currency_index = currency_index,
-{% block back_url %}{{ url_for("accounting.transaction.detail", txn=txn)|accounting_inherit_next }}{% endblock %}
+          debit_credit = "credit",
-
+          line_item_forms = credit_forms,
-{% block action_url %}{{ url_for("accounting.transaction.update", txn=txn)|accounting_txn_with_type }}{% endblock %}
+          header = A_("Content"),
+          debit_credit_total = credit_total,
+          debit_credit_errors = credit_errors %}
+    {% include "accounting/journal-entry/include/form-debit-credit.html" %}
+  {% endwith %}
+{% endblock %}

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

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-form.html: The cash income transaction form
+form.html: The cash receipt journal entry form
 
  Copyright (c) 2023 imacat.
 
@@ -19,7 +19,7 @@ form.html: The cash income transaction form
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
-{% extends "accounting/transaction/include/form.html" %}
+{% extends "accounting/journal-entry/include/form.html" %}
 
 {% block currency_sub_forms %}
   {% if form.currencies %}
@@ -32,8 +32,8 @@ First written: 2023/2/25
               currency_code_is_locked = currency_form.is_code_locked,
               credit_forms = currency_form.credit,
               credit_errors = currency_form.credit_errors,
-              credit_total = currency_form.form.credit_total|accounting_format_amount %}
+              credit_total = currency_form.credit_total|accounting_format_amount %}
-        {% include "accounting/transaction/income/include/form-currency-item.html" %}
+        {% include "accounting/journal-entry/receipt/include/form-currency.html" %}
       {% endwith %}
     {% endfor %}
   {% else %}
@@ -41,17 +41,17 @@ First written: 2023/2/25
             only_one_currency_form = True,
             currency_code_data = accounting_default_currency_code(),
             credit_total = "-" %}
-      {% include "accounting/transaction/income/include/form-currency-item.html" %}
+      {% include "accounting/journal-entry/receipt/include/form-currency.html" %}
     {% endwith %}
   {% endif %}
 {% endblock %}
 
 {% block form_modals %}
-  {% with summary_editor = form.summary_editor.credit %}
+  {% with description_editor = form.description_editor.credit %}
-    {% include "accounting/transaction/include/summary-editor-modal.html" %}
+    {% include "accounting/journal-entry/include/description-editor-modal.html" %}
   {% endwith %}
-  {% with entry_type = "credit",
+  {% with debit_credit = "credit",
           account_options = form.credit_account_options %}
-    {% include "accounting/transaction/include/account-selector-modal.html" %}
+    {% include "accounting/journal-entry/include/account-selector-modal.html" %}
   {% endwith %}
 {% endblock %}