Advanced to version 0.9.1.

docs/source/accounting.option.rst

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

docs/source/accounting.report.utils.rst

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

docs/source/accounting.rst

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

docs/source/accounting.utils.rst

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

docs/source/conf.py

@@ -13,7 +13,7 @@ sys.path.insert(0, os.path.abspath('../../src/'))
 project = 'Mia! Accounting Flask'
 copyright = '2023, imacat'
 author = 'imacat'
-release = '0.7.0'
+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 = 0.7.0
+version = 0.9.1
 author = imacat
 author_email = imacat@mail.imacat.idv.tw
 description = The Mia! Accounting Flask project.

src/accounting/__init__.py

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

src/accounting/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/currency/views.py

@@ -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/forms/currency.py

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

src/accounting/journal_entry/forms/journal_entry.py

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

src/accounting/journal_entry/forms/line_item.py

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

src/accounting/journal_entry/utils/description_editor.py

@@ -17,12 +17,14 @@
 """The description editor.
 
 """
+import re
 import typing as t
 
 import sqlalchemy as sa
 
 from accounting import db
 from accounting.models import Account, JournalEntryLineItem
+from accounting.utils.options import options, Recurring
 
 
 class DescriptionAccount:
@@ -143,6 +145,29 @@ class DescriptionType:
         return sorted(self.__tag_dict.values(), key=lambda x: -x.freq)
 
 
+class DescriptionRecurring:
+    """A recurring transaction."""
+
+    def __init__(self, name: str, account: Account, description_template: str):
+        """Constructs a recurring transaction.
+
+        :param name: The name.
+        :param description_template: The description template.
+        :param account: The account.
+        """
+        self.name: str = name
+        self.account: DescriptionAccount = DescriptionAccount(account, 0)
+        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."""
 
@@ -163,6 +188,8 @@ class DescriptionDebitCredit:
                                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:
@@ -193,6 +220,10 @@ class DescriptionDebitCredit:
                         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])]
 
@@ -206,6 +237,14 @@ class DescriptionEditor:
         """The debit tags."""
         self.credit: DescriptionDebitCredit = DescriptionDebitCredit("credit")
         """The credit tags."""
+        self.__init_tags()
+        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")
@@ -236,6 +275,50 @@ class DescriptionEditor:
             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/views.py

@@ -175,6 +175,9 @@ def delete_journal_entry(journal_entry: JournalEntry) -> redirect:
     :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()

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 flask_babel import get_locale
+from babel import Locale
+from flask_babel import get_locale, get_babel
 from sqlalchemy import text
 
 from accounting import db
@@ -61,11 +61,11 @@ class BaseAccount(db.Model):
 
         :return: The title in the current locale.
         """
-        current_locale = str(get_locale())
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        current_locale: Locale = get_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
 
@@ -171,11 +171,11 @@ class Account(db.Model):
 
         :return: The title in the current locale.
         """
-        current_locale = str(get_locale())
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        current_locale: Locale = get_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
 
@@ -189,15 +189,15 @@ class Account(db.Model):
         if self.title_l10n is None:
             self.title_l10n = value
             return
-        current_locale = str(get_locale())
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        current_locale: Locale = get_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:
@@ -236,6 +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.
 
@@ -259,13 +269,15 @@ class Account(db.Model):
                                 cls.no == int(m.group(2))).first()
 
     @classmethod
-    def debit(cls) -> list[t.Self]:
-        """Returns the debit accounts.
+    def selectable_debit(cls) -> list[t.Self]:
+        """Returns the selectable debit accounts.
+        Payable line items can not start from debit.
 
-        :return: The debit accounts.
+        :return: The selectable debit accounts.
         """
         return cls.query.filter(sa.or_(cls.base_code.startswith("1"),
-                                       cls.base_code.startswith("2"),
+                                       sa.and_(cls.base_code.startswith("2"),
+                                               sa.not_(cls.is_need_offset)),
                                        cls.base_code.startswith("3"),
                                        cls.base_code.startswith("5"),
                                        cls.base_code.startswith("6"),
@@ -280,12 +292,14 @@ class Account(db.Model):
             .order_by(cls.base_code, cls.no).all()
 
     @classmethod
-    def credit(cls) -> list[t.Self]:
-        """Returns the debit accounts.
+    def selectable_credit(cls) -> list[t.Self]:
+        """Returns the selectable debit accounts.
+        Receivable line items can not start from credit.
 
-        :return: The debit accounts.
+        :return: The selectable debit accounts.
         """
-        return cls.query.filter(sa.or_(cls.base_code.startswith("1"),
+        return cls.query.filter(sa.or_(sa.and_(cls.base_code.startswith("1"),
+                                               sa.not_(cls.is_need_offset)),
                                        cls.base_code.startswith("2"),
                                        cls.base_code.startswith("3"),
                                        cls.base_code.startswith("4"),
@@ -381,11 +395,11 @@ class Currency(db.Model):
 
         :return: The name in the current locale.
         """
-        current_locale = str(get_locale())
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        current_locale: Locale = get_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
 
@@ -399,15 +413,15 @@ class Currency(db.Model):
         if self.name_l10n is None:
             self.name_l10n = value
             return
-        current_locale = str(get_locale())
-        if current_locale == current_app.config["BABEL_DEFAULT_LOCALE"]:
+        current_locale: Locale = get_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:
@@ -422,6 +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.
 
@@ -597,14 +622,10 @@ class JournalEntry(db.Model):
 
         :return: True if the journal entry can be deleted, or False otherwise.
         """
-        if not hasattr(self, "__can_delete"):
-            def has_offset() -> bool:
         for line_item in self.line_items:
             if len(line_item.offsets) > 0:
-                        return True
                 return False
-            setattr(self, "__can_delete", not has_offset())
-        return getattr(self, "__can_delete")
+        return True
 
     def delete(self) -> None:
         """Deletes the journal entry.
@@ -739,7 +760,7 @@ class JournalEntryLineItem(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.
@@ -749,16 +770,38 @@ class JournalEntryLineItem(db.Model):
             frac: Decimal = (value - whole).normalize()
             return str(whole) + str(abs(frac))[1:]
 
-        journal_entry_day: date = self.journal_entry.date
-        description: str = "" if self.description is None else self.description
-        return ([description],
-                [str(journal_entry_day.year),
-                 "{}/{}".format(journal_entry_day.year,
-                                journal_entry_day.month),
-                 "{}/{}".format(journal_entry_day.month,
-                                journal_entry_day.day),
-                 "{}/{}/{}".format(journal_entry_day.year,
-                                   journal_entry_day.month,
-                                   journal_entry_day.day),
-                 format_amount(self.amount),
-                 format_amount(self.net_balance)])
+        return ["{}/{}/{}".format(self.journal_entry.date.year,
+                                  self.journal_entry.date.month,
+                                  self.journal_entry.date.day),
+                "" if self.description is None else self.description,
+                format_amount(self.amount)]
+
+
+class Option(db.Model):
+    """An option."""
+    __tablename__ = "accounting_options"
+    """The table name."""
+    name = db.Column(db.String, nullable=False, primary_key=True)
+    """The name."""
+    value = db.Column(db.Text, nullable=False)
+    """The option value."""
+    created_at = db.Column(db.DateTime(timezone=True), nullable=False,
+                           server_default=db.func.now())
+    """The time of creation."""
+    created_by_id = db.Column(db.Integer,
+                              db.ForeignKey(user_pk_column,
+                                            onupdate="CASCADE"),
+                              nullable=False)
+    """The ID of the creator."""
+    created_by = db.relationship(user_cls, foreign_keys=created_by_id)
+    """The creator."""
+    updated_at = db.Column(db.DateTime(timezone=True), nullable=False,
+                           server_default=db.func.now())
+    """The time of last update."""
+    updated_by_id = db.Column(db.Integer,
+                              db.ForeignKey(user_pk_column,
+                                            onupdate="CASCADE"),
+                              nullable=False)
+    """The ID of the updator."""
+    updated_by = db.relationship(user_cls, foreign_keys=updated_by_id)
+    """The updator."""

src/accounting/option/__init__.py

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

src/accounting/option/forms.py

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

src/accounting/option/views.py

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

src/accounting/report/converters.py

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

src/accounting/report/reports/income_expenses.py

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

src/accounting/report/utils/report_chooser.py

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

src/accounting/report/utils/urls.py

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

src/accounting/report/views.py

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

src/accounting/static/css/style.css

@@ -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;
@@ -315,6 +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;
@@ -339,7 +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 text {string} the text for the base account
+     * @param account {BaseAccountOption} the selected base account
      */
-    setBaseAccount(code, text) {
-        this.#baseCode.value = code;
-        this.#base.innerText = text;
-        if (["1", "2", "3"].includes(code.substring(0, 1))) {
+    saveBaseAccount(account) {
+        this.#baseCode.value = account.code;
+        this.#base.innerText = account.text;
+        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.#modal = document.getElementById("accounting-base-selector-modal");
-        this.#query = document.getElementById("accounting-base-selector-query");
-        this.#optionList = document.getElementById("accounting-base-selector-option-list");
-        // noinspection JSValidateTypes
-        this.#options = Array.from(document.getElementsByClassName("accounting-base-selector-option"));
-        this.#clearButton = document.getElementById("accounting-base-selector-clear");
-        this.#queryNoResult = document.getElementById("accounting-base-selector-option-no-result");
-        this.#modal.addEventListener("hidden.bs.modal", () => {
-            this.#form.onBaseAccountSelectorClosed();
-        });
-        for (const option of this.#options) {
-            option.onclick = () => {
-                this.#form.setBaseAccount(option.dataset.code, option.dataset.content);
-            };
-        }
-        this.#clearButton.onclick = () => {
-            this.#form.clearBaseAccount();
-        };
-        this.#initializeBaseAccountQuery();
+        this.form = form;
+        const prefix = "accounting-base-selector";
+        this.#modal = document.getElementById(`${prefix}-modal`);
+        this.#query = document.getElementById(`${prefix}-query`);
+        this.#queryNoResult = document.getElementById(`${prefix}-option-no-result`);
+        this.#optionList = document.getElementById(`${prefix}-option-list`);
+        this.#options = Array.from(document.getElementsByClassName(`${prefix}-option`)).map((element) => new BaseAccountOption(this, element));
+        this.#clearButton = document.getElementById(`${prefix}-clear`);
+
+        this.#modal.addEventListener("hidden.bs.modal", () => this.form.onBaseAccountSelectorClosed());
+        this.#query.oninput = () => this.#filterOptions();
+        this.#clearButton.onclick = () => this.form.clearBaseAccount();
     }
 
     /**
-     * Initializes the query.
+     * Filters the options.
      *
      */
-    #initializeBaseAccountQuery() {
-        this.#query.addEventListener("input", () => {
-            if (this.#query.value === "") {
+    #filterOptions() {
+        let isAnyMatched = false;
         for (const option of this.#options) {
-                    option.classList.remove("d-none");
-                }
-                this.#optionList.classList.remove("d-none");
-                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.toLowerCase().includes(this.#query.value.toLowerCase())) {
-                        isMatched = true;
-                        break;
-                    }
-                }
-                if (isMatched) {
-                    option.classList.remove("d-none");
-                    hasAnyMatched = true;
+            if (option.isMatched(this.#query.value)) {
+                option.setShown(true);
+                isAnyMatched = 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.classList.add("active");
-            } else {
-                option.classList.remove("active");
+            option.setActive(option.code === this.form.baseCode);
         }
-        }
-        if (baseCode === "") {
+        if (this.form.baseCode === null) {
             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
- * account-selector.js: The JavaScript 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: 2023/2/28
- */
-"use strict";
-
-/**
- * The account selector.
- *
- */
-class AccountSelector {
-
-    /**
-     * The line item editor
-     * @type {JournalEntryLineItemEditor}
-     */
-    #lineItemEditor;
-
-    /**
-     * Either "debit" or "credit"
-     * @type {string}
-     */
-    #debitCredit;
-
-    /**
-     * 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 lineItemEditor {JournalEntryLineItemEditor} the line item editor
-     * @param debitCredit {string} either "debit" or "credit"
-     */
-    constructor(lineItemEditor, debitCredit) {
-        this.#lineItemEditor = lineItemEditor
-        this.#debitCredit = debitCredit;
-        this.#prefix = "accounting-account-selector-" + debitCredit;
-        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.#lineItemEditor.clearAccount();
-        for (const option of this.#options) {
-            option.onclick = () => this.#lineItemEditor.saveAccount(option.dataset.code, option.dataset.content, option.classList.contains("accounting-account-is-need-offset"));
-        }
-        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.#lineItemEditor.form.getAccountCodesUsed(this.#debitCredit);
-        if (this.#lineItemEditor.accountCode !== null) {
-            inUse.push(this.#lineItemEditor.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.toLowerCase().includes(query.value.toLowerCase())) {
-                    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.#lineItemEditor.accountCode) {
-                option.classList.add("active");
-            } else {
-                option.classList.remove("active");
-            }
-        }
-        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: AccountSelector, credit: AccountSelector}}
-     */
-    static getInstances(lineItemEditor) {
-        const selectors = {}
-        const modals = Array.from(document.getElementsByClassName("accounting-account-selector"));
-        for (const modal of modals) {
-            selectors[modal.dataset.debitCredit] = new AccountSelector(lineItemEditor, modal.dataset.debitCredit);
-        }
-        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

@@ -32,7 +32,7 @@ class DescriptionEditor {
      * The line item editor
      * @type {JournalEntryLineItemEditor}
      */
-    #lineItemEditor;
+    lineItemEditor;
 
     /**
      * The description editor form
@@ -41,7 +41,7 @@ class DescriptionEditor {
     #form;
 
     /**
-     * The prefix of the HTML ID and class
+     * The prefix of the HTML ID and class names
      * @type {string}
      */
     prefix;
@@ -102,7 +102,7 @@ class DescriptionEditor {
 
     /**
      * 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 = {};
 
@@ -113,7 +113,7 @@ class DescriptionEditor {
      * @param debitCredit {string} either "debit" or "credit"
      */
     constructor(lineItemEditor, debitCredit) {
-        this.#lineItemEditor = lineItemEditor;
+        this.lineItemEditor = lineItemEditor;
         this.debitCredit = debitCredit;
         this.prefix = "accounting-description-editor-" + debitCredit;
         this.#form = document.getElementById(this.prefix);
@@ -125,14 +125,14 @@ class DescriptionEditor {
         // 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.description.onchange = () => this.#onDescriptionChange();
-        this.#offsetButton.onclick = () => this.#lineItemEditor.originalLineItemSelector.onOpen();
+        this.#offsetButton.onclick = () => this.lineItemEditor.originalLineItemSelector.onOpen();
         this.#form.onsubmit = () => {
             if (this.currentTab.validate()) {
                 this.#submit();
@@ -147,7 +147,7 @@ class DescriptionEditor {
      */
     #onDescriptionChange() {
         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 DescriptionEditor {
     /**
      * 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) {
-            accountButton.classList.add("d-none");
-        }
-        if (tagButton === null) {
-            this.#selectAccount(null);
-            return;
-        }
+        this.clearSuggestedAccounts();
         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);
     }
 
     /**
@@ -215,9 +219,9 @@ class DescriptionEditor {
     #submit() {
         bootstrap.Modal.getOrCreateInstance(this.#modal).hide();
         if (this.#selectedAccount !== null) {
-            this.#lineItemEditor.saveDescriptionWithAccount(this.description.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.#lineItemEditor.saveDescription(this.description.value);
+            this.lineItemEditor.saveDescription(this.description.value);
         }
     }
 
@@ -227,7 +231,7 @@ class DescriptionEditor {
      */
     onOpen() {
         this.#reset();
-        this.description.value = this.#lineItemEditor.description === null? "": this.#lineItemEditor.description;
+        this.description.value = this.lineItemEditor.description === null? "": this.lineItemEditor.description;
         this.#onDescriptionChange();
     }
 
@@ -274,7 +278,7 @@ class TabPlane {
     editor;
 
     /**
-     * The prefix of the HTML ID and classes
+     * The prefix of the HTML ID and class names
      * @type {string}
      */
     prefix;
@@ -418,7 +422,7 @@ class TagTabPlane extends TabPlane {
             }
         }
         if (!isMatched) {
-            this.editor.filterSuggestedAccounts(null);
+            this.editor.clearSuggestedAccounts();
         }
         this.validateTag();
     }
@@ -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;
-                break;
+                this.editor.filterSuggestedAccounts(tagButton);
+                return;
             }
         }
-        this.editor.filterSuggestedAccounts(selectedTagButton);
+        this.editor.clearSuggestedAccounts();
     }
 
     /**
@@ -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;
     }
@@ -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;
     }
@@ -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;
     }
@@ -985,19 +966,24 @@ 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.
      *
@@ -1006,8 +992,44 @@ class RegularPaymentTab extends TabPlane {
      */
     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";
     };
 
     /**
@@ -1026,9 +1048,9 @@ class RegularPaymentTab extends TabPlane {
      * @override
      */
     reset() {
-        for (const payment of this.#payments) {
-            payment.classList.remove("btn-primary");
-            payment.classList.add("btn-outline-primary");
+        for (const itemButton of this.#itemButtons) {
+            itemButton.classList.remove("btn-primary");
+            itemButton.classList.add("btn-outline-primary");
         }
     }
 
@@ -1039,9 +1061,32 @@ class RegularPaymentTab extends TabPlane {
      * @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.
      *

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-form.js

@@ -111,6 +111,7 @@ class JournalEntryForm {
     constructor() {
         this.#element = document.getElementById("accounting-form");
         this.lineItemTemplate = this.#element.dataset.lineItemTemplate;
+        this.lineItemEditor = new JournalEntryLineItemEditor(this);
         this.#date = document.getElementById("accounting-date");
         this.#dateError = document.getElementById("accounting-date-error");
         this.#currencyControl = document.getElementById("accounting-currencies");
@@ -121,7 +122,6 @@ class JournalEntryForm {
         this.#addCurrencyButton = document.getElementById("accounting-add-currency");
         this.#note = document.getElementById("accounting-note");
         this.#noteError = document.getElementById("accounting-note-error");
-        this.lineItemEditor = new JournalEntryLineItemEditor(this);
 
         this.#addCurrencyButton.onclick = () => {
             const newIndex = 1 + (this.#currencies.length === 0? 0: Math.max(...this.#currencies.map((currency) => currency.index)));
@@ -159,7 +159,7 @@ class JournalEntryForm {
      */
     #resetDeleteCurrencyButtons() {
         if (this.#currencies.length === 1) {
-            this.#currencies[0].deleteButton.classList.add("d-none");
+            this.#currencies[0].setDeleteButtonShown(false);
         } else {
             for (const currency of this.#currencies) {
                 let isAnyLineItemMatched = false;
@@ -169,11 +169,7 @@ class JournalEntryForm {
                         break;
                     }
                 }
-                if (isAnyLineItemMatched) {
-                    currency.deleteButton.classList.add("d-none");
-                } else {
-                    currency.deleteButton.classList.remove("d-none");
-                }
+                currency.setDeleteButtonShown(!isAnyLineItemMatched);
             }
         }
     }
@@ -184,10 +180,8 @@ class JournalEntryForm {
      */
     #initializeDragAndDropReordering() {
         initializeDragAndDropReordering(this.#currencyList, () => {
-            const currencyId = Array.from(this.#currencyList.children).map((currency) => currency.id);
-            this.#currencies.sort((a, b) => currencyId.indexOf(a.element.id) - currencyId.indexOf(b.element.id));
-            for (let i = 0; i < this.#currencies.length; i++) {
-                this.#currencies[i].no.value = String(i + 1);
+            for (const currency of this.#currencies) {
+                currency.resetNo();
             }
         });
     }
@@ -213,7 +207,7 @@ class JournalEntryForm {
      * @return {string[]} the account codes used in the form
      */
     getAccountCodesUsed(debitCredit) {
-        return this.getLineItems(debitCredit).map((lineItem) => lineItem.getAccountCode())
+        return this.getLineItems(debitCredit).map((lineItem) => lineItem.accountCode)
             .filter((code) => code !== null);
     }
 
@@ -222,7 +216,7 @@ class JournalEntryForm {
      *
      * @return {string} the date
      */
-    getDate() {
+    get date() {
         return this.#date.value;
     }
 
@@ -233,7 +227,7 @@ class JournalEntryForm {
     updateMinDate() {
         let lastOriginalLineItemDate = null;
         for (const lineItem of this.getLineItems()) {
-            const date = lineItem.getOriginalLineItemDate();
+            const date = lineItem.originalLineItemDate;
             if (date !== null) {
                 if (lastOriginalLineItemDate === null || lastOriginalLineItemDate < date) {
                     lastOriginalLineItemDate = date;
@@ -349,7 +343,7 @@ class CurrencySubForm {
      * The element
      * @type {HTMLDivElement}
      */
-    element;
+    #element;
 
     /**
      * The journal entry form
@@ -363,12 +357,6 @@ class CurrencySubForm {
      */
     index;
 
-    /**
-     * The prefix of the HTML ID and class
-     * @type {string}
-     */
-    #prefix;
-
     /**
      * The control
      * @type {HTMLDivElement}
@@ -385,7 +373,7 @@ class CurrencySubForm {
      * The number
      * @type {HTMLInputElement}
      */
-    no;
+    #no;
 
     /**
      * The currency code
@@ -403,7 +391,7 @@ class CurrencySubForm {
      * The button to delete the currency
      * @type {HTMLButtonElement}
      */
-    deleteButton;
+    #deleteButton;
 
     /**
      * The debit sub-form
@@ -424,36 +412,58 @@ class CurrencySubForm {
      * @param element {HTMLDivElement} the currency sub-form element
      */
     constructor(form, element) {
-        this.element = element;
+        this.#element = element;
         this.form = form;
-        this.index = parseInt(this.element.dataset.index);
-        this.#prefix = "accounting-currency-" + String(this.index);
-        this.#control = document.getElementById(this.#prefix + "-control");
-        this.#error = document.getElementById(this.#prefix + "-error");
-        this.no = document.getElementById(this.#prefix + "-no");
-        this.#code = document.getElementById(this.#prefix + "-code");
-        this.#codeSelect = document.getElementById(this.#prefix + "-code-select");
-        this.deleteButton = document.getElementById(this.#prefix + "-delete");
-        const debitElement = document.getElementById(this.#prefix + "-debit");
+        this.index = parseInt(this.#element.dataset.index);
+        const prefix = "accounting-currency-" + String(this.index);
+        this.#control = document.getElementById(prefix + "-control");
+        this.#error = document.getElementById(prefix + "-error");
+        this.#no = document.getElementById(prefix + "-no");
+        this.#code = document.getElementById(prefix + "-code");
+        this.#codeSelect = document.getElementById(prefix + "-code-select");
+        this.#deleteButton = document.getElementById(prefix + "-delete");
+        const debitElement = document.getElementById(prefix + "-debit");
         this.#debit = debitElement === null? null: new DebitCreditSubForm(this, debitElement, "debit");
-        const creditElement = document.getElementById(this.#prefix + "-credit");
+        const creditElement = document.getElementById(prefix + "-credit");
         this.#credit = creditElement == null? null: new DebitCreditSubForm(this, creditElement, "credit");
         this.#codeSelect.onchange = () => this.#code.value = this.#codeSelect.value;
-        this.deleteButton.onclick = () => {
-            this.element.parentElement.removeChild(this.element);
+        this.#deleteButton.onclick = () => {
+            this.#element.parentElement.removeChild(this.#element);
             this.form.deleteCurrency(this);
         };
     }
 
+    /**
+     * Reset the order number.
+     *
+     */
+    resetNo() {
+        const siblings = Array.from(this.#element.parentElement.children);
+        this.#no.value = String(siblings.indexOf(this.#element) + 1);
+    }
+
     /**
      * Returns the currency code.
      *
      * @return {string} the currency code
      */
-    getCurrencyCode() {
+    get currencyCode() {
         return this.#code.value;
     }
 
+    /**
+     * Sets whether the delete button is shown.
+     *
+     * @param isShown {boolean} true to show, or false otherwise
+     */
+    setDeleteButtonShown(isShown) {
+        if (isShown) {
+            this.#deleteButton.classList.remove("d-none");
+        } else {
+            this.#deleteButton.classList.add("d-none");
+        }
+    }
+
     /**
      * Returns all the line items in the form.
      *
@@ -479,7 +489,7 @@ class CurrencySubForm {
     updateCodeSelectorStatus() {
         let isEnabled = true;
         for (const lineItem of this.getLineItems()) {
-            if (lineItem.getOriginalLineItemId() !== null) {
+            if (lineItem.originalLineItemId !== null) {
                 isEnabled = false;
                 break;
             }
@@ -511,7 +521,7 @@ class CurrencySubForm {
      */
     validateBalance() {
         if (this.#debit !== null && this.#credit !== null) {
-            if (!this.#debit.getTotal().equals(this.#credit.getTotal())) {
+            if (!this.#debit.total.equals(this.#credit.total)) {
                 this.#control.classList.add("is-invalid");
                 this.#error.innerText = A_("The totals of the debit and credit amounts do not match.");
                 return false;
@@ -541,6 +551,12 @@ class DebitCreditSubForm {
      */
     #element;
 
+    /**
+     * The content
+     * @type {HTMLDivElement}
+     */
+    #content;
+
     /**
      * The currencyIndex
      * @type {number}
@@ -554,7 +570,7 @@ class DebitCreditSubForm {
     debitCredit;
 
     /**
-     * The prefix of the HTML ID and class
+     * The prefix of the HTML ID and class names
      * @type {string}
      */
     #prefix;
@@ -602,24 +618,36 @@ class DebitCreditSubForm {
         this.#currencyIndex = currency.index;
         this.debitCredit = debitCredit;
         this.#prefix = "accounting-currency-" + String(this.#currencyIndex) + "-" + debitCredit;
+        this.#content = document.getElementById(this.#prefix + "-content");
         this.#error = document.getElementById(this.#prefix + "-error");
         this.#lineItemList = document.getElementById(this.#prefix + "-list");
-        // noinspection JSValidateTypes
         this.lineItems = Array.from(document.getElementsByClassName(this.#prefix)).map((element) => new LineItemSubForm(this, element));
         this.#total = document.getElementById(this.#prefix + "-total");
         this.#addLineItemButton = document.getElementById(this.#prefix + "-add-line-item");
+
+        this.#resetContent();
         this.#addLineItemButton.onclick = () => this.currency.form.lineItemEditor.onAddNew(this);
         this.#resetDeleteLineItemButtons();
         this.#initializeDragAndDropReordering();
     }
 
+    /**
+     * The callback when the line item editor is closed.
+     *
+     */
+    onLineItemEditorClosed() {
+        if (this.lineItems.length === 0) {
+            this.#element.classList.remove("accounting-not-empty");
+        }
+    }
+
     /**
      * Adds a new line item sub-form
      *
      * @returns {LineItemSubForm} the newly-added line item sub-form
      */
     addLineItem() {
-        const newIndex = 1 + (this.lineItems.length === 0? 0: Math.max(...this.lineItems.map((lineItem) => lineItem.lineItemIndex)));
+        const newIndex = 1 + (this.lineItems.length === 0? 0: Math.max(...this.lineItems.map((lineItem) => lineItem.index)));
         const html = this.currency.form.lineItemTemplate
             .replaceAll("CURRENCY_INDEX", escapeHtml(String(this.#currencyIndex)))
             .replaceAll("DEBIT_CREDIT", escapeHtml(this.debitCredit))
@@ -627,6 +655,7 @@ class DebitCreditSubForm {
         this.#lineItemList.insertAdjacentHTML("beforeend", html);
         const lineItem = new LineItemSubForm(this, document.getElementById(this.#prefix + "-" + String(newIndex)));
         this.lineItems.push(lineItem);
+        this.#resetContent();
         this.#resetDeleteLineItemButtons();
         this.#initializeDragAndDropReordering();
         this.validate();
@@ -644,6 +673,7 @@ class DebitCreditSubForm {
         this.updateTotal();
         this.currency.updateCodeSelectorStatus();
         this.currency.form.updateMinDate();
+        this.#resetContent();
         this.#resetDeleteLineItemButtons();
     }
 
@@ -653,15 +683,36 @@ class DebitCreditSubForm {
      */
     #resetDeleteLineItemButtons() {
         if (this.lineItems.length === 1) {
-            this.lineItems[0].deleteButton.classList.add("d-none");
+            this.lineItems[0].setDeleteButtonShown(false);
         } else {
             for (const lineItem of this.lineItems) {
-                if (lineItem.isMatched) {
-                    lineItem.deleteButton.classList.add("d-none");
+                lineItem.setDeleteButtonShown(!lineItem.isMatched);
+            }
+        }
+    }
+
+    /**
+     * Resets the layout of the content.
+     *
+     */
+    #resetContent() {
+        if (this.lineItems.length === 0) {
+            this.#element.classList.remove("accounting-not-empty");
+            this.#element.classList.add("accounting-clickable");
+            this.#element.dataset.bsToggle = "modal"
+            this.#element.dataset.bsTarget = "#" + this.currency.form.lineItemEditor.modal.id;
+            this.#element.onclick = () => {
+                this.#element.classList.add("accounting-not-empty");
+                this.currency.form.lineItemEditor.onAddNew(this);
+            };
+            this.#content.classList.add("d-none");
         } else {
-                    lineItem.deleteButton.classList.remove("d-none");
-                }
-            }
+            this.#element.classList.add("accounting-not-empty");
+            this.#element.classList.remove("accounting-clickable");
+            delete this.#element.dataset.bsToggle;
+            delete this.#element.dataset.bsTarget;
+            this.#element.onclick = null;
+            this.#content.classList.remove("d-none");
         }
     }
 
@@ -670,10 +721,10 @@ class DebitCreditSubForm {
      *
      * @return {Decimal} the total amount
      */
-    getTotal() {
+    get total() {
         let total = new Decimal("0");
         for (const lineItem of this.lineItems) {
-            const amount = lineItem.getAmount();
+            const amount = lineItem.amount;
             if (amount !== null) {
                 total = total.plus(amount);
             }
@@ -686,7 +737,7 @@ class DebitCreditSubForm {
      *
      */
     updateTotal() {
-        this.#total.innerText = formatDecimal(this.getTotal());
+        this.#total.innerText = formatDecimal(this.total);
         this.currency.validateBalance();
     }
 
@@ -696,10 +747,8 @@ class DebitCreditSubForm {
      */
     #initializeDragAndDropReordering() {
         initializeDragAndDropReordering(this.#lineItemList, () => {
-            const lineItemId = Array.from(this.#lineItemList.children).map((lineItem) => lineItem.id);
-            this.lineItems.sort((a, b) => lineItemId.indexOf(a.element.id) - lineItemId.indexOf(b.element.id));
-            for (let i = 0; i < this.lineItems.length; i++) {
-                this.lineItems[i].no.value = String(i + 1);
+            for (const lineItem of this.lineItems) {
+                lineItem.resetNo();
             }
         });
     }
@@ -751,7 +800,7 @@ class LineItemSubForm {
      * The element
      * @type {HTMLLIElement}
      */
-    element;
+    #element;
 
     /**
      * Either "debit" or "credit"
@@ -763,7 +812,7 @@ class LineItemSubForm {
      * The line item index
      * @type {number}
      */
-    lineItemIndex;
+    index;
 
     /**
      * Whether this is an original line item with offsets
@@ -771,12 +820,6 @@ class LineItemSubForm {
      */
     isMatched;
 
-    /**
-     * The prefix of the HTML ID and class
-     * @type {string}
-     */
-    #prefix;
-
     /**
      * The control
      * @type {HTMLDivElement}
@@ -793,7 +836,7 @@ class LineItemSubForm {
      * The number
      * @type {HTMLInputElement}
      */
-    no;
+    #no;
 
     /**
      * The account code
@@ -853,7 +896,7 @@ class LineItemSubForm {
      * The button to delete line item
      * @type {HTMLButtonElement}
      */
-    deleteButton;
+    #deleteButton;
 
     /**
      * Constructs the line item sub-form.
@@ -863,38 +906,47 @@ class LineItemSubForm {
      */
     constructor(debitCredit, element) {
         this.debitCreditSubForm = debitCredit;
-        this.element = element;
+        this.#element = element;
         this.debitCredit = element.dataset.debitCredit;
-        this.lineItemIndex = parseInt(element.dataset.lineItemIndex);
+        this.index = parseInt(element.dataset.lineItemIndex);
         this.isMatched = element.classList.contains("accounting-matched-line-item");
-        this.#prefix = "accounting-currency-" + element.dataset.currencyIndex + "-" + this.debitCredit + "-" + this.lineItemIndex;
-        this.#control = document.getElementById(this.#prefix + "-control");
-        this.#error = document.getElementById(this.#prefix + "-error");
-        this.no = document.getElementById(this.#prefix + "-no");
-        this.#accountCode = document.getElementById(this.#prefix + "-account-code");
-        this.#accountText = document.getElementById(this.#prefix + "-account-text");
-        this.#description = document.getElementById(this.#prefix + "-description");
-        this.#descriptionText = document.getElementById(this.#prefix + "-description-text");
-        this.#originalLineItemId = document.getElementById(this.#prefix + "-original-line-item-id");
-        this.#originalLineItemText = document.getElementById(this.#prefix + "-original-line-item-text");
-        this.#offsets = document.getElementById(this.#prefix + "-offsets");
-        this.#amount = document.getElementById(this.#prefix + "-amount");
-        this.#amountText = document.getElementById(this.#prefix + "-amount-text");
-        this.deleteButton = document.getElementById(this.#prefix + "-delete");
+        const prefix = "accounting-currency-" + element.dataset.currencyIndex + "-" + this.debitCredit + "-" + String(this.index);
+        this.#control = document.getElementById(prefix + "-control");
+        this.#error = document.getElementById(prefix + "-error");
+        this.#no = document.getElementById(prefix + "-no");
+        this.#accountCode = document.getElementById(prefix + "-account-code");
+        this.#accountText = document.getElementById(prefix + "-account-text");
+        this.#description = document.getElementById(prefix + "-description");
+        this.#descriptionText = document.getElementById(prefix + "-description-text");
+        this.#originalLineItemId = document.getElementById(prefix + "-original-line-item-id");
+        this.#originalLineItemText = document.getElementById(prefix + "-original-line-item-text");
+        this.#offsets = document.getElementById(prefix + "-offsets");
+        this.#amount = document.getElementById(prefix + "-amount");
+        this.#amountText = document.getElementById(prefix + "-amount-text");
+        this.#deleteButton = document.getElementById(prefix + "-delete");
         this.#control.onclick = () => this.debitCreditSubForm.currency.form.lineItemEditor.onEdit(this);
-        this.deleteButton.onclick = () => {
-            this.element.parentElement.removeChild(this.element);
+        this.#deleteButton.onclick = () => {
+            this.#element.parentElement.removeChild(this.#element);
             this.debitCreditSubForm.deleteLineItem(this);
         };
     }
 
+    /**
+     * Reset the order number.
+     *
+     */
+    resetNo() {
+        const siblings = Array.from(this.#element.parentElement.children);
+        this.#no.value = String(siblings.indexOf(this.#element) + 1);
+    }
+
     /**
      * Returns whether the line item needs offset.
      *
      * @return {boolean} true if the line item needs offset, or false otherwise
      */
-    isNeedOffset() {
-        return "isNeedOffset" in this.element.dataset;
+    get isNeedOffset() {
+        return "isNeedOffset" in this.#element.dataset;
     }
 
     /**
@@ -902,7 +954,7 @@ class LineItemSubForm {
      *
      * @return {string|null} the ID of the original line item
      */
-    getOriginalLineItemId() {
+    get originalLineItemId() {
         return this.#originalLineItemId.value === ""? null: this.#originalLineItemId.value;
     }
 
@@ -911,7 +963,7 @@ class LineItemSubForm {
      *
      * @return {string|null} the date of the original line item
      */
-    getOriginalLineItemDate() {
+    get originalLineItemDate() {
         return this.#originalLineItemId.dataset.date === ""? null: this.#originalLineItemId.dataset.date;
     }
 
@@ -920,7 +972,7 @@ class LineItemSubForm {
      *
      * @return {string|null} the text of the original line item
      */
-    getOriginalLineItemText() {
+    get originalLineItemText() {
         return this.#originalLineItemId.dataset.text === ""? null: this.#originalLineItemId.dataset.text;
     }
 
@@ -929,7 +981,7 @@ class LineItemSubForm {
      *
      * @return {string|null} the description
      */
-    getDescription() {
+    get description() {
         return this.#description.value === ""? null: this.#description.value;
     }
 
@@ -938,7 +990,7 @@ class LineItemSubForm {
      *
      * @return {string|null} the account code
      */
-    getAccountCode() {
+    get accountCode() {
         return this.#accountCode.value === ""? null: this.#accountCode.value;
     }
 
@@ -947,7 +999,7 @@ class LineItemSubForm {
      *
      * @return {string|null} the account text
      */
-    getAccountText() {
+    get accountText() {
         return this.#accountCode.dataset.text === ""? null: this.#accountCode.dataset.text;
     }
 
@@ -956,7 +1008,7 @@ class LineItemSubForm {
      *
      * @return {Decimal|null} the amount
      */
-    getAmount() {
+    get amount() {
         return this.#amount.value === ""? null: new Decimal(this.#amount.value);
     }
 
@@ -965,10 +1017,23 @@ class LineItemSubForm {
      *
      * @return {Decimal|null} the minimal amount
      */
-    getAmountMin() {
+    get amountMin() {
         return this.#amount.dataset.min === ""? null: new Decimal(this.#amount.dataset.min);
     }
 
+    /**
+     * Sets whether the delete button is shown.
+     *
+     * @param isShown {boolean} true to show, or false otherwise
+     */
+    setDeleteButtonShown(isShown) {
+        if (isShown) {
+            this.#deleteButton.classList.remove("d-none");
+        } else {
+            this.#deleteButton.classList.add("d-none");
+        }
+    }
+
     /**
      * Validates the form.
      *

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

@@ -44,7 +44,7 @@ class JournalEntryLineItemEditor {
      * The bootstrap modal
      * @type {HTMLDivElement}
      */
-    #modal;
+    modal;
 
     /**
      * Either "debit" or "credit"
@@ -53,7 +53,7 @@ class JournalEntryLineItemEditor {
     debitCredit;
 
     /**
-     * The prefix of the HTML ID and class
+     * The prefix of the HTML ID and class names
      * @type {string}
      */
     #prefix = "accounting-line-item-editor"
@@ -190,12 +190,6 @@ class JournalEntryLineItemEditor {
      */
     description = null;
 
-    /**
-     * The amount
-     * @type {string}
-     */
-    amount = "";
-
     /**
      * The description editors
      * @type {{debit: DescriptionEditor, credit: DescriptionEditor}}
@@ -204,7 +198,7 @@ class JournalEntryLineItemEditor {
 
     /**
      * The account selectors
-     * @type {{debit: AccountSelector, credit: AccountSelector}}
+     * @type {{debit: JournalEntryAccountSelector, credit: JournalEntryAccountSelector}}
      */
     #accountSelectors;
 
@@ -222,7 +216,7 @@ class JournalEntryLineItemEditor {
     constructor(form) {
         this.form = form;
         this.#element = document.getElementById(this.#prefix);
-        this.#modal = document.getElementById(this.#prefix + "-modal");
+        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");
@@ -237,8 +231,9 @@ class JournalEntryLineItemEditor {
         this.#amountInput = document.getElementById(this.#prefix + "-amount");
         this.#amountError = document.getElementById(this.#prefix + "-amount-error");
         this.#descriptionEditors = DescriptionEditor.getInstances(this);
-        this.#accountSelectors = AccountSelector.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();
@@ -249,12 +244,30 @@ class JournalEntryLineItemEditor {
                 if (this.lineItem === null) {
                     this.lineItem = this.#debitCreditSubForm.addLineItem();
                 }
-                this.amount = this.#amountInput.value;
                 this.lineItem.save(this);
-                bootstrap.Modal.getInstance(this.#modal).hide();
+                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;
     }
 
     /**
@@ -308,15 +321,6 @@ class JournalEntryLineItemEditor {
         this.#amountInput.max = "";
     }
 
-    /**
-     * Returns the currency code.
-     *
-     * @return {string} the currency code
-     */
-    getCurrencyCode() {
-        return this.#debitCreditSubForm.currency.getCurrencyCode();
-    }
-
     /**
      * Saves the description from the description editor.
      *
@@ -331,7 +335,7 @@ class JournalEntryLineItemEditor {
         this.description = description === ""? null: description;
         this.#descriptionText.innerText = description;
         this.#validateDescription();
-        bootstrap.Modal.getOrCreateInstance(this.#modal).show();
+        bootstrap.Modal.getOrCreateInstance(this.modal).show();
     }
 
     /**
@@ -366,18 +370,16 @@ class JournalEntryLineItemEditor {
     }
 
     /**
-     * Sets the account.
+     * Saves the selected account.
      *
-     * @param code {string} the account code
-     * @param text {string} the account text
-     * @param isNeedOffset {boolean} true if the line items in the account need offset or false otherwise
+     * @param account {JournalEntryAccountOption} the selected account
      */
-    saveAccount(code, text, isNeedOffset) {
-        this.isNeedOffset = isNeedOffset;
+    saveAccount(account) {
+        this.isNeedOffset = account.isNeedOffset;
         this.#accountControl.classList.add("accounting-not-empty");
-        this.accountCode = code;
-        this.accountText = text;
-        this.#accountText.innerText = text;
+        this.accountCode = account.code;
+        this.accountText = account.text;
+        this.#accountText.innerText = account.text;
         this.#validateAccount();
     }
 
@@ -520,10 +522,10 @@ class JournalEntryLineItemEditor {
         this.lineItem = lineItem;
         this.#debitCreditSubForm = lineItem.debitCreditSubForm;
         this.debitCredit = this.#debitCreditSubForm.debitCredit;
-        this.isNeedOffset = lineItem.isNeedOffset();
-        this.originalLineItemId = lineItem.getOriginalLineItemId();
-        this.originalLineItemDate = lineItem.getOriginalLineItemDate();
-        this.originalLineItemText = lineItem.getOriginalLineItemText();
+        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");
@@ -533,25 +535,25 @@ class JournalEntryLineItemEditor {
             this.#originalLineItemControl.classList.add("accounting-not-empty");
         }
         this.#setEnableDescriptionAccount(!lineItem.isMatched && this.originalLineItemId === null);
-        this.description = lineItem.getDescription();
+        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.getAccountCode() === null) {
+        if (lineItem.accountCode === null) {
             this.#accountControl.classList.remove("accounting-not-empty");
         } else {
             this.#accountControl.classList.add("accounting-not-empty");
         }
-        this.accountCode = lineItem.getAccountCode();
-        this.accountText = lineItem.getAccountText();
+        this.accountCode = lineItem.accountCode;
+        this.accountText = lineItem.accountText;
         this.#accountText.innerText = this.accountText;
-        this.#amountInput.value = lineItem.getAmount() === null? "": String(lineItem.getAmount());
+        this.#amountInput.value = lineItem.amount === null? "": String(lineItem.amount);
         const maxAmount = this.#getMaxAmount();
         this.#amountInput.max = maxAmount === null? "": maxAmount;
-        this.#amountInput.min = lineItem.getAmountMin() === null? "": String(lineItem.getAmountMin());
+        this.#amountInput.min = lineItem.amountMin === null? "": String(lineItem.amountMin);
         this.#validate();
     }
 

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

@@ -35,7 +35,7 @@ class OriginalLineItemSelector {
     lineItemEditor;
 
     /**
-     * The prefix of the HTML ID and class
+     * The prefix of the HTML ID and class names
      * @type {string}
      */
     #prefix = "accounting-original-line-item-selector";
@@ -96,9 +96,7 @@ class OriginalLineItemSelector {
         for (const option of this.#options) {
             this.#optionById[option.id] = option;
         }
-        this.#query.addEventListener("input", () => {
-            this.#filterOptions();
-        });
+        this.#query.oninput = () => this.#filterOptions();
     }
 
     /**
@@ -113,8 +111,8 @@ class OriginalLineItemSelector {
         const otherLineItems = form.getLineItems().filter((lineItem) => lineItem !== currentLineItem);
         let otherOffset = new Decimal(0);
         for (const otherLineItem of otherLineItems) {
-            if (otherLineItem.getOriginalLineItemId() === originalLineItemId) {
-                const amount = otherLineItem.getAmount();
+            if (otherLineItem.originalLineItemId === originalLineItemId) {
+                const amount = otherLineItem.amount;
                 if (amount !== null) {
                     otherOffset = otherOffset.plus(amount);
                 }
@@ -131,8 +129,8 @@ class OriginalLineItemSelector {
         const otherLineItems = this.lineItemEditor.form.getLineItems().filter((lineItem) => lineItem !== this.lineItemEditor.lineItem);
         const otherOffsets = {}
         for (const otherLineItem of otherLineItems) {
-            const otherOriginalLineItemId = otherLineItem.getOriginalLineItemId();
-            const amount = otherLineItem.getAmount();
+            const otherOriginalLineItemId = otherLineItem.originalLineItemId;
+            const amount = otherLineItem.amount;
             if (otherOriginalLineItemId === null || amount === null) {
                 continue;
             }
@@ -155,16 +153,16 @@ class OriginalLineItemSelector {
      *
      */
     #filterOptions() {
-        let hasAnyMatched = false;
+        let isAnyMatched = false;
         for (const option of this.#options) {
             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 {
@@ -178,7 +176,7 @@ class OriginalLineItemSelector {
      *
      */
     onOpen() {
-        this.#currencyCode = this.lineItemEditor.getCurrencyCode();
+        this.#currencyCode = this.lineItemEditor.currencyCode;
         this.#debitCredit = this.lineItemEditor.debitCredit;
         for (const option of this.#options) {
             option.setActive(option.id === this.lineItemEditor.originalLineItemId);
@@ -275,7 +273,7 @@ class OriginalLineItem {
 
     /**
      * The values to query against
-     * @type {string[][]}
+     * @type {string[]}
      */
     #queryValues;
 
@@ -341,10 +339,10 @@ class OriginalLineItem {
      */
     isMatched(debitCredit, currencyCode, query = null) {
         return this.netBalance.greaterThan(0)
-            && this.date <= this.#selector.lineItemEditor.form.getDate()
-            && this.#isDebitCreditMatches(debitCredit)
+            && this.date <= this.#selector.lineItemEditor.form.date
+            && this.#isDebitCreditMatched(debitCredit)
             && this.#currencyCode === currencyCode
-            && this.#isQueryMatches(query);
+            && this.#isQueryMatched(query);
     }
 
     /**
@@ -353,34 +351,43 @@ class OriginalLineItem {
      * @param debitCredit {string} either "debit" or credit
      * @return {boolean} true if the option matches, or false otherwise
      */
-    #isDebitCreditMatches(debitCredit) {
+    #isDebitCreditMatched(debitCredit) {
         return (debitCredit === "debit" && this.#debitCredit === "credit")
             || (debitCredit === "credit" && this.#debitCredit === "debit");
     }
 
     /**
-     * Returns whether the original line item 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";
-        this.modal = document.getElementById(this.prefix + "-modal");
+        const prefix = "accounting-period-chooser";
+        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;

src/accounting/template_globals.py

@@ -17,9 +17,8 @@
 """The template globals.
 
 """
-from flask import current_app
-
 from accounting.models import Currency
+from accounting.utils.options import options
 
 
 def currency_options() -> str:
@@ -35,5 +34,4 @@ def default_currency_code() -> str:
 
     :return: The default currency code.
     """
-    with current_app.app_context():
-        return current_app.config.get("DEFAULT_CURRENCY", "USD")
+    return options.default_currency_code

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

@@ -25,38 +25,45 @@ First written: 2023/1/31
 
 {% block content %}
 
-<div class="btn-group mb-3">
-  <a class="btn btn-primary" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
+<div class="mb-3 accounting-toolbar">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.list")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
-    {{ A_("Back") }}
+    <span class="d-none d-md-inline">{{ A_("Back") }}</span>
   </a>
   {% 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 }}">
-      <i class="fa-solid fa-gear"></i>
-      {{ A_("Settings") }}
+    <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.account.edit", account=obj)|accounting_inherit_next }}">
+      <i class="fa-solid fa-pen-to-square"></i>
+      {{ A_("Edit") }}
     </a>
   {% endif %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.account.order", base=obj.base)|accounting_append_next }}">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.account.order", base=obj.base)|accounting_append_next }}">
     <i class="fa-solid fa-bars-staggered"></i>
-    {{ 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 %}

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>
 
@@ -101,7 +101,7 @@ First written: 2023/2/1
 
         <ul id="accounting-base-selector-option-list" class="list-group accounting-selector-list">
           {% for base in form.base_options %}
-            <li class="list-group-item accounting-clickable accounting-base-selector-option" data-code="{{ base.code }}" data-content="{{ base }}" data-query-values="{{ base.query_values|tojson|forceescape }}" data-bs-dismiss="modal">
+            <li class="list-group-item accounting-clickable accounting-base-selector-option" data-code="{{ base.code }}" data-text="{{ base }}" data-query-values="{{ base.query_values|tojson|forceescape }}" data-bs-dismiss="modal">
               {{ base }}
             </li>
           {% endfor %}

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

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

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

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

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

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

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

@@ -25,34 +25,41 @@ First written: 2023/2/6
 
 {% block content %}
 
-<div class="btn-group mb-3">
-  <a class="btn btn-primary" href="{{ url_for("accounting.currency.list")|accounting_or_next }}">
+<div class="mb-3 accounting-toolbar">
+  <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 }}">
-      <i class="fa-solid fa-gear"></i>
-      {{ A_("Settings") }}
+    <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.currency.edit", currency=obj)|accounting_inherit_next }}">
+      <i class="fa-solid fa-pen-to-square"></i>
+      {{ A_("Edit") }}
     </a>
   {% 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 %}

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

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

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

@@ -21,10 +21,10 @@ First written: 2023/2/26
 #}
 {% extends "accounting/journal-entry/include/detail.html" %}
 
-{% block to_transfer %}
-  <a class="btn btn-primary" 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") }}
+{% block as_trasfer %}
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_journal_entry_to_transfer|accounting_inherit_next }}">
+    <i class="fa-solid fa-table-columns"></i>
+    <span class="d-none d-md-inline">{{ A_("As Transfer") }}</span>
   </a>
 {% endblock %}
 

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

@@ -19,57 +19,15 @@ form-currency.html: The currency sub-form in the cash disbursement journal entry
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
-<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 %}" name="currency-{{ currency_index }}-code" {% 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>
+{% extends "accounting/journal-entry/include/form-currency.html" %}
 
-      <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>
-
-    <div class="mb-3">
-      <div id="accounting-currency-{{ currency_index }}-debit" class="form-control accounting-material-text-field accounting-not-empty {% if debit_errors %} is-invalid {% endif %}">
-        <label class="form-label" for="accounting-currency-{{ currency_index }}-debit">{{ A_("Content") }}</label>
-        <ul id="accounting-currency-{{ currency_index }}-debit-list" class="list-group accounting-line-item-list">
-          {% for line_item_form in debit_forms %}
+{% block line_items %}
   {% with currency_index = currency_index,
           debit_credit = "debit",
-                    line_item_index = loop.index,
-                    only_one_line_item_form = debit_forms|length == 1,
-                    form = line_item_form.form %}
-              {% include "accounting/journal-entry/include/form-line-item.html" %}
+          line_item_forms = debit_forms,
+          header = A_("Content"),
+          debit_credit_total = debit_total,
+          debit_credit_errors = debit_errors %}
+    {% include "accounting/journal-entry/include/form-debit-credit.html" %}
   {% endwith %}
-          {% endfor %}
-        </ul>
-
-        <div class="d-flex justify-content-between mb-2">
-          <div>{{ A_("Total") }}</div>
-          <div><span id="accounting-currency-{{ currency_index }}-debit-total" class="badge rounded-pill bg-primary">{{ debit_total }}</span></div>
-        </div>
-
-        <div>
-          <button id="accounting-currency-{{ currency_index }}-debit-add-line-item" class="btn btn-primary" type="button" data-currency-index="{{ currency_index }}" data-debit-credit="debit" data-bs-toggle="modal" data-bs-target="#accounting-line-item-editor-modal">
-            <i class="fas fa-plus"></i>
-            {{ A_("New") }}
-          </button>
-        </div>
-      </div>
-      <div id="accounting-currency-{{ currency_index }}-debit-error" class="invalid-feedback">{% if debit_errors %}{{ debit_errors[0] }}{% endif %}</div>
-    </div>
-  </div>
-  <div id="accounting-currency-{{ currency_index }}-error" class="invalid-feedback">{% if currency_errors %}{{ currency_errors[0] }}{% endif %}</div>
-</div>
+{% endblock %}

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

@@ -32,7 +32,7 @@ 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/journal-entry/disbursement/include/form-currency.html" %}
       {% endwith %}
     {% endfor %}

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

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

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

@@ -55,8 +55,8 @@ First written: 2023/2/28
               </span>
             </li>
             <li class="nav-item">
-              <span id="accounting-description-editor-{{ description_editor.debit_credit }}-regular-tab" class="nav-link accounting-clickable" aria-current="false">
-                {{ A_("Regular") }}
+              <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">
@@ -74,7 +74,7 @@ First written: 2023/2/28
               <div id="accounting-description-editor-{{ description_editor.debit_credit }}-general-tag-error" class="invalid-feedback"></div>
             </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 }}
@@ -91,7 +91,7 @@ First written: 2023/2/28
               <div id="accounting-description-editor-{{ description_editor.debit_credit }}-travel-tag-error" class="invalid-feedback"></div>
             </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 }}
@@ -99,7 +99,7 @@ First written: 2023/2/28
               {% endfor %}
             </div>
 
-            <div class="d-flex justify-content-between mt-2">
+            <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>
@@ -132,7 +132,7 @@ First written: 2023/2/28
               </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 }}
@@ -140,7 +140,7 @@ First written: 2023/2/28
               {% endfor %}
             </div>
 
-            <div class="d-flex justify-content-between mt-2">
+            <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>
@@ -154,9 +154,15 @@ First written: 2023/2/28
             </div>
           </div>
 
-          {# A regular income or payment #}
-          <div id="accounting-description-editor-{{ description_editor.debit_credit }}-regular-page" class="d-none" aria-current="false" aria-labelledby="accounting-description-editor-{{ description_editor.debit_credit }}-regular-tab">
-            {# TODO: To be done #}
+          {# 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 #}

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

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

@@ -25,17 +25,17 @@ First written: 2023/2/26
   <script src="{{ url_for("accounting.static", filename="js/drag-and-drop-reorder.js") }}"></script>
   <script src="{{ url_for("accounting.static", filename="js/journal-entry-form.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-line-item-selector.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>
 

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/order.html

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

@@ -21,10 +21,10 @@ First written: 2023/2/26
 #}
 {% extends "accounting/journal-entry/include/detail.html" %}
 
-{% block to_transfer %}
-  <a class="btn btn-primary" href="{{ url_for("accounting.journal-entry.edit", journal_entry=obj)|accounting_journal_entry_to_transfer|accounting_inherit_next }}">
+{% block as_trasfer %}
+  <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 %}
 

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

@@ -19,57 +19,15 @@ form-currency.html: The currency sub-form in the cash receipt journal entry form
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
-<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 %}" name="currency-{{ currency_index }}-code" {% 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>
+{% extends "accounting/journal-entry/include/form-currency.html" %}
 
-      <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>
-
-    <div class="mb-3">
-      <div id="accounting-currency-{{ currency_index }}-credit" class="form-control accounting-material-text-field accounting-not-empty {% if credit_errors %} is-invalid {% endif %}">
-        <label class="form-label" for="accounting-currency-{{ currency_index }}-credit">{{ A_("Content") }}</label>
-        <ul id="accounting-currency-{{ currency_index }}-credit-list" class="list-group accounting-line-item-list">
-          {% for line_item_form in credit_forms %}
+{% block line_items %}
   {% with currency_index = currency_index,
           debit_credit = "credit",
-                    line_item_index = loop.index,
-                    only_one_line_item_form = credit_forms|length == 1,
-                    form = line_item_form.form %}
-              {% include "accounting/journal-entry/include/form-line-item.html" %}
+          line_item_forms = credit_forms,
+          header = A_("Content"),
+          debit_credit_total = credit_total,
+          debit_credit_errors = credit_errors %}
+    {% include "accounting/journal-entry/include/form-debit-credit.html" %}
   {% endwith %}
-          {% endfor %}
-        </ul>
-
-        <div class="d-flex justify-content-between mb-2">
-          <div>{{ A_("Total") }}</div>
-          <div><span id="accounting-currency-{{ currency_index }}-credit-total" class="badge rounded-pill bg-primary">{{ credit_total }}</span></div>
-        </div>
-
-        <div>
-          <button id="accounting-currency-{{ currency_index }}-credit-add-line-item" class="btn btn-primary" type="button" data-currency-index="{{ currency_index }}" data-debit-credit="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 id="accounting-currency-{{ currency_index }}-credit-error" class="invalid-feedback">{% if credit_errors %}{{ credit_errors[0] }}{% endif %}</div>
-    </div>
-  </div>
-  <div id="accounting-currency-{{ currency_index }}-error" class="invalid-feedback">{% if currency_errors %}{{ currency_errors[0] }}{% endif %}</div>
-</div>
+{% endblock %}

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

@@ -32,7 +32,7 @@ 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/journal-entry/receipt/include/form-currency.html" %}
       {% endwith %}
     {% endfor %}

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

@@ -19,91 +19,30 @@ form-currency.html: The currency sub-form in the transfer journal entry form
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
-<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>
+{% extends "accounting/journal-entry/include/form-currency.html" %}
 
-      <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>
-
-    <div class="row">
-      {# The debit line items #}
-      <div class="col-sm-6 mb-3">
-        <div id="accounting-currency-{{ currency_index }}-debit" class="form-control accounting-material-text-field accounting-not-empty {% if debit_errors %} is-invalid {% endif %}">
-          <label class="form-label" for="accounting-currency-{{ currency_index }}-debit">{{ A_("Debit") }}</label>
-          <ul id="accounting-currency-{{ currency_index }}-debit-list" class="list-group accounting-line-item-list">
-            {% for line_item_form in debit_forms %}
+{% block line_items %}
+<div class="row">
+  <div class="col-sm-6">
     {% with currency_index = currency_index,
             debit_credit = "debit",
-                      line_item_index = loop.index,
-                      only_one_line_item_form = debit_forms|length == 1,
-                      form = line_item_form.form %}
-                {% include "accounting/journal-entry/include/form-line-item.html" %}
+            line_item_forms = debit_forms,
+            header = A_("Debit"),
+            debit_credit_total = debit_total,
+            debit_credit_errors = debit_errors %}
+      {% include "accounting/journal-entry/include/form-debit-credit.html" %}
     {% endwith %}
-            {% endfor %}
-          </ul>
-
-          <div class="d-flex justify-content-between mb-2">
-            <div>{{ A_("Total") }}</div>
-            <div><span id="accounting-currency-{{ currency_index }}-debit-total" class="badge rounded-pill bg-primary">{{ debit_total }}</span></div>
   </div>
 
-          <div>
-            <button id="accounting-currency-{{ currency_index }}-debit-add-line-item" class="btn btn-primary" type="button" data-currency-index="{{ currency_index }}" data-debit-credit="debit" data-bs-toggle="modal" data-bs-target="#accounting-line-item-editor-modal">
-              <i class="fas fa-plus"></i>
-              {{ A_("New") }}
-            </button>
-          </div>
-        </div>
-        <div id="accounting-currency-{{ currency_index }}-debit-error" class="invalid-feedback">{% if debit_errors %}{{ debit_errors[0] }}{% endif %}</div>
-      </div>
-
-      {# The credit line items #}
-      <div class="col-sm-6 mb-3">
-        <div id="accounting-currency-{{ currency_index }}-credit" class="form-control accounting-material-text-field accounting-not-empty {% if credit_errors %} is-invalid {% endif %}">
-          <label class="form-label" for="accounting-currency-{{ currency_index }}-credit">{{ A_("Credit") }}</label>
-          <ul id="accounting-currency-{{ currency_index }}-credit-list" class="list-group accounting-line-item-list">
-            {% for line_item_form in credit_forms %}
+  <div class="col-sm-6">
     {% with currency_index = currency_index,
             debit_credit = "credit",
-                      line_item_index = loop.index,
-                      only_one_line_item_form = credit_forms|length == 1,
-                      form = line_item_form.form %}
-                {% include "accounting/journal-entry/include/form-line-item.html" %}
+            line_item_forms = credit_forms,
+            header = A_("Credit"),
+            debit_credit_total = credit_total,
+            debit_credit_errors = credit_errors %}
+      {% include "accounting/journal-entry/include/form-debit-credit.html" %}
     {% endwith %}
-            {% endfor %}
-          </ul>
-
-          <div class="d-flex justify-content-between mb-2">
-            <div>{{ A_("Total") }}</div>
-            <div><span id="accounting-currency-{{ currency_index }}-credit-total" class="badge rounded-pill bg-primary">{{ credit_total }}</span></div>
   </div>
-
-          <div>
-            <button id="accounting-currency-{{ currency_index }}-credit-add-line-item" class="btn btn-primary" type="button" data-currency-index="{{ currency_index }}" data-debit-credit="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 id="accounting-currency-{{ currency_index }}-credit-error" class="invalid-feedback">{% if credit_errors %}{{ credit_errors[0] }}{% endif %}</div>
-      </div>
-    </div>
-  </div>
-  <div id="accounting-currency-{{ currency_index }}-error" class="invalid-feedback">{% if currency_errors %}{{ currency_errors[0] }}{% endif %}</div>
 </div>
+{% endblock %}

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

@@ -32,10 +32,10 @@ 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,
               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/journal-entry/transfer/include/form-currency.html" %}
       {% endwith %}
     {% endfor %}

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

@@ -0,0 +1,86 @@
+{#
+The Mia! Accounting Flask Project
+detail.html: The option detail
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/22
+#}
+{% extends "accounting/base.html" %}
+
+{% block header %}{% block title %}{{ A_("Settings") }}{% endblock %}{% endblock %}
+
+{% block content %}
+
+<div class="mb-3 accounting-toolbar">
+  <a class="btn btn-primary d-none d-md-inline" role="button" href="{{ url_for("accounting.option.edit")|accounting_inherit_next }}">
+    <i class="fa-solid fa-pen-to-square"></i>
+    {{ A_("Edit") }}
+  </a>
+</div>
+
+<div class="d-md-none accounting-material-fab">
+  <a class="btn btn-primary" role="button" href="{{ url_for("accounting.option.edit")|accounting_inherit_next }}">
+    <i class="fa-solid fa-pen-to-square"></i>
+  </a>
+</div>
+
+<table class="table table-striped table-hover table-light" aria-label="{{ A_("Settings") }}">
+<tbody>
+<tr>
+  <th scope="row">{{ A_("Default Currency") }}</th>
+  <td>{{ obj.default_currency_text }}</td>
+</tr>
+<tr>
+  <th scope="row">{{ A_("Default Account for the Income and Expenses Log") }}</th>
+  <td>{{ obj.default_ie_account_code_text }}</td>
+</tr>
+</tbody>
+</table>
+
+<h2>{{ A_("Recurring Expense") }}</h2>
+
+{% if obj.recurring.expenses %}
+  <ul class="list-group mb-3 accounting-list-group-stripped accounting-list-group-hover">
+    {% for recurring_item in obj.recurring.expenses %}
+      <li class="list-group-item">
+        <div class="small">{{ recurring_item.account_text }}</div>
+        <div>{{ recurring_item.name }}</div>
+        <div class="small">{{ recurring_item.description_template }}</div>
+      </li>
+    {% endfor %}
+  </ul>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+<h2>{{ A_("Recurring Income") }}</h2>
+
+{% if obj.recurring.incomes %}
+  <ul class="list-group mb-3 accounting-list-group-stripped accounting-list-group-hover">
+    {% for recurring_item in obj.recurring.incomes %}
+      <li class="list-group-item">
+        <div class="small">{{ recurring_item.account_text }}</div>
+        <div>{{ recurring_item.name }}</div>
+        <div class="small">{{ recurring_item.description_template }}</div>
+      </li>
+    {% endfor %}
+  </ul>
+{% else %}
+  <p>{{ A_("There is no data.") }}</p>
+{% endif %}
+
+{% endblock %}

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

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

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

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

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

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

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

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

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

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

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

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

src/accounting/templates/accounting/report/include/toolbar-buttons.html

@@ -45,11 +45,11 @@ First written: 2023/3/8
   </div>
 {% endif %}
 <div class="btn-group" role="group">
-  <button class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+  <button id="accounting-choose-report" class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
     <i class="fa-solid fa-book"></i>
-    <span class="d-none d-md-inline">{{ report.report_chooser.current_report }}</span>
+    <span class="d-none d-md-inline">{{ A_("Report") }}</span>
   </button>
-  <ul class="dropdown-menu" aria-label="{{ A_("Report") }}">
+  <ul class="dropdown-menu" aria-labelledby="accounting-choose-report">
     {% for report in report.report_chooser %}
       <li>
         <a class="dropdown-item {% if report.is_active %} active {% endif %}" href="{{ report.url }}">
@@ -68,11 +68,11 @@ First written: 2023/3/8
 </div>
 {% if use_currency_chooser %}
   <div class="btn-group" role="group">
-    <button class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+    <button id="accounting-choose-currency" class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
       <i class="fa-solid fa-money-bill-wave"></i>
-      <span class="d-none d-md-inline">{{ report.currency.name|title }}</span>
+      <span class="d-none d-md-inline">{{ A_("Currency") }}</span>
     </button>
-    <ul class="dropdown-menu" aria-label="{{ A_("Currency") }}">
+    <ul class="dropdown-menu" aria-labelledby="accounting-choose-currency">
       {% for currency in report.currency_options %}
         <li>
           <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
@@ -85,11 +85,11 @@ First written: 2023/3/8
 {% endif %}
 {% if use_account_chooser %}
   <div class="btn-group" role="group">
-    <button class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+    <button id="accounting-choose-account" class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
       <i class="fa-solid fa-clipboard"></i>
-      <span class="d-none d-md-inline">{{ report.account.title|title }}</span>
+      <span class="d-none d-md-inline">{{ A_("Account") }}</span>
     </button>
-    <ul class="dropdown-menu" aria-label="{{ A_("Account") }}">
+    <ul class="dropdown-menu" aria-labelledby="accounting-choose-account">
       {% for account in report.account_options %}
         <li>
           <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
@@ -103,7 +103,7 @@ First written: 2023/3/8
 {% if use_period_chooser %}
   <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
     <i class="fa-solid fa-calendar-day"></i>
-    <span class="d-none d-md-inline">{{ report.period.desc|title }}</span>
+    <span class="d-none d-md-inline">{{ A_("Period") }}</span>
   </button>
 {% endif %}
 {% if report.has_data %}

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

@@ -8,8 +8,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Mia! Accounting Flask 0.0.0\n"
 "Report-Msgid-Bugs-To: imacat@mail.imacat.idv.tw\n"
-"POT-Creation-Date: 2023-03-20 23:51+0800\n"
-"PO-Revision-Date: 2023-03-20 23:51+0800\n"
+"POT-Creation-Date: 2023-03-23 00:45+0800\n"
+"PO-Revision-Date: 2023-03-23 00:46+0800\n"
 "Last-Translator: imacat <imacat@mail.imacat.idv.tw>\n"
 "Language: zh_Hant\n"
 "Language-Team: zh_Hant <imacat@mail.imacat.idv.tw>\n"
@@ -19,22 +19,38 @@ msgstr ""
 "Content-Transfer-Encoding: 8bit\n"
 "Generated-By: Babel 2.12.1\n"
 
-#: src/accounting/models.py:538
+#: src/accounting/forms.py:33
+#: src/accounting/static/js/journal-entry-form.js:980
+#: src/accounting/static/js/journal-entry-line-item-editor.js:430
+#: src/accounting/static/js/option-form.js:530
+#: src/accounting/static/js/option-form.js:796
+msgid "Please select the account."
+msgstr "請選擇科目。"
+
+#: src/accounting/forms.py:44
+msgid "The currency does not exist."
+msgstr "沒有這個貨幣。"
+
+#: src/accounting/forms.py:55 src/accounting/option/forms.py:42
+msgid "The account does not exist."
+msgstr "沒有這個科目。"
+
+#: src/accounting/models.py:563
 #, python-format
 msgid "Cash Disbursement Journal Entry#%(id)s"
 msgstr "現金支出傳票#%(id)s"
 
-#: src/accounting/models.py:541
+#: src/accounting/models.py:566
 #, python-format
 msgid "Cash Receipt Journal Entry#%(id)s"
 msgstr "現金收入傳票#%(id)s"
 
-#: src/accounting/models.py:542
+#: src/accounting/models.py:567
 #, python-format
 msgid "Transfer Journal Entry#%(id)s"
 msgstr "轉帳傳票#%(id)s"
 
-#: src/accounting/models.py:679
+#: src/accounting/models.py:700
 #, python-format
 msgid "%(date)s %(description)s %(amount)s"
 msgstr "%(date)s %(description)s %(amount)s"
@@ -86,7 +102,7 @@ msgstr "請填上標題。"
 
 #: src/accounting/account/queries.py:50
 #: src/accounting/report/reports/search.py:101
-#: src/accounting/templates/accounting/account/detail.html:90
+#: src/accounting/templates/accounting/account/detail.html:97
 #: src/accounting/templates/accounting/account/list.html:62
 msgid "Needs Offset"
 msgstr "需抵銷"
@@ -103,17 +119,21 @@ msgstr "科目未異動。"
 msgid "The account is updated successfully."
 msgstr "科目存好了。"
 
-#: src/accounting/account/views.py:163
+#: src/accounting/account/views.py:161
+msgid "The account cannot be deleted."
+msgstr "科目不可刪除。"
+
+#: src/accounting/account/views.py:166
 msgid "The account is deleted successfully."
 msgstr "科目刪掉了"
 
-#: src/accounting/account/views.py:190
-#: src/accounting/journal_entry/views.py:213
+#: src/accounting/account/views.py:193
+#: src/accounting/journal_entry/views.py:216
 msgid "The order was not modified."
 msgstr "順序未異動。"
 
-#: src/accounting/account/views.py:193
-#: src/accounting/journal_entry/views.py:216
+#: src/accounting/account/views.py:196
+#: src/accounting/journal_entry/views.py:219
 msgid "The order is updated successfully."
 msgstr "順序存好了。"
 
@@ -137,8 +157,11 @@ msgstr "代碼限為三個大寫英文字母。"
 msgid "This code is not available."
 msgstr "不能用這個代碼。"
 
-#: src/accounting/currency/forms.py:62
+#: src/accounting/currency/forms.py:62 src/accounting/option/forms.py:124
+#: src/accounting/option/forms.py:148
 #: src/accounting/static/js/currency-form.js:153
+#: src/accounting/static/js/option-form.js:525
+#: src/accounting/static/js/option-form.js:780
 msgid "Please fill in the name."
 msgstr "請填上名稱。"
 
@@ -154,7 +177,11 @@ msgstr "貨幣未異動。"
 msgid "The currency is updated successfully."
 msgstr "貨幣存好了。"
 
-#: src/accounting/currency/views.py:165
+#: src/accounting/currency/views.py:164
+msgid "The currency cannot be deleted."
+msgstr "貨幣不可刪除。"
+
+#: src/accounting/currency/views.py:168
 msgid "The currency is deleted successfully."
 msgstr "貨幣刪掉了"
 
@@ -170,32 +197,32 @@ msgstr "傳票未異動。"
 msgid "The journal entry is updated successfully."
 msgstr "傳票存好了。"
 
-#: src/accounting/journal_entry/views.py:181
+#: src/accounting/journal_entry/views.py:179
+msgid "The journal entry cannot be deleted."
+msgstr "傳票不可刪除。"
+
+#: src/accounting/journal_entry/views.py:184
 msgid "The journal entry is deleted successfully."
 msgstr "傳票刪掉了"
 
-#: src/accounting/journal_entry/forms/currency.py:38
+#: src/accounting/journal_entry/forms/currency.py:40
 msgid "Please select the currency."
 msgstr "請選擇貨幣。"
 
-#: src/accounting/journal_entry/forms/currency.py:49
-msgid "The currency does not exist."
-msgstr "沒有這個貨幣。"
-
-#: src/accounting/journal_entry/forms/currency.py:72
+#: src/accounting/journal_entry/forms/currency.py:63
 msgid "The currency must be the same as the original line item."
 msgstr "貨幣需和原始分錄相同。"
 
-#: src/accounting/journal_entry/forms/currency.py:99
+#: src/accounting/journal_entry/forms/currency.py:90
 msgid "The currency must not be changed when there is offset."
 msgstr "抵銷過不可變更貨幣。"
 
-#: src/accounting/journal_entry/forms/currency.py:108
+#: src/accounting/journal_entry/forms/currency.py:99
 #: src/accounting/static/js/journal-entry-form.js:729
 msgid "Please add some line items."
 msgstr "請加上分錄。"
 
-#: src/accounting/journal_entry/forms/currency.py:121
+#: src/accounting/journal_entry/forms/currency.py:112
 #: src/accounting/static/js/journal-entry-form.js:516
 msgid "The totals of the debit and credit amounts do not match."
 msgstr "借方貸方合計不符。 "
@@ -224,62 +251,44 @@ msgstr "請加上貨幣。"
 msgid "Line items with offset cannot be deleted."
 msgstr "無法刪除抵銷過的分錄。"
 
-#: src/accounting/journal_entry/forms/line_item.py:41
-#: src/accounting/static/js/journal-entry-form.js:980
-#: src/accounting/static/js/journal-entry-line-item-editor.js:430
-msgid "Please select the account."
-msgstr "請選擇科目。"
-
-#: src/accounting/journal_entry/forms/line_item.py:52
+#: src/accounting/journal_entry/forms/line_item.py:49
 msgid "The original line item does not exist."
 msgstr "沒有這筆原始分錄。"
 
-#: src/accounting/journal_entry/forms/line_item.py:73
+#: src/accounting/journal_entry/forms/line_item.py:70
 msgid "The original line item is on the same debit or credit."
 msgstr "原始分錄在借貸同一邊。"
 
-#: src/accounting/journal_entry/forms/line_item.py:88
+#: src/accounting/journal_entry/forms/line_item.py:85
 msgid "The original line item does not need offset."
 msgstr "這筆原始分錄不需抵銷。"
 
-#: src/accounting/journal_entry/forms/line_item.py:104
+#: src/accounting/journal_entry/forms/line_item.py:101
 msgid "The original line item cannot be an offset item."
 msgstr "原始分錄不可以是抵銷分錄。"
 
-#: src/accounting/journal_entry/forms/line_item.py:115
-msgid "The account does not exist."
-msgstr "沒有這個科目。"
-
-#: src/accounting/journal_entry/forms/line_item.py:129
-msgid "This account is not for debit line items."
-msgstr "科目不是借方科目。"
-
-#: src/accounting/journal_entry/forms/line_item.py:143
-msgid "This account is not for credit line items."
-msgstr "科目不是貸方科目。"
-
-#: src/accounting/journal_entry/forms/line_item.py:161
+#: src/accounting/journal_entry/forms/line_item.py:119
 msgid "The account must be the same as the original line item."
 msgstr "科目需和原始分錄相同。"
 
-#: src/accounting/journal_entry/forms/line_item.py:179
+#: src/accounting/journal_entry/forms/line_item.py:137
 msgid "The account must not be changed when there is offset."
 msgstr "抵銷過不可變更科目。"
 
-#: src/accounting/journal_entry/forms/line_item.py:195
+#: src/accounting/journal_entry/forms/line_item.py:153
 msgid "A payable line item cannot start from debit."
 msgstr "不可由借方新建應付款。"
 
-#: src/accounting/journal_entry/forms/line_item.py:211
+#: src/accounting/journal_entry/forms/line_item.py:169
 msgid "A receivable line item cannot start from credit."
 msgstr "不可由貸方新建應收款。"
 
-#: src/accounting/journal_entry/forms/line_item.py:222
+#: src/accounting/journal_entry/forms/line_item.py:180
 #: src/accounting/static/js/journal-entry-line-item-editor.js:455
 msgid "Please fill in a positive amount."
 msgstr "金額請填正數。"
 
-#: src/accounting/journal_entry/forms/line_item.py:264
+#: src/accounting/journal_entry/forms/line_item.py:222
 #: src/accounting/static/js/journal-entry-line-item-editor.js:461
 #, python-format
 msgid ""
@@ -287,12 +296,64 @@ msgid ""
 "line item."
 msgstr "金額不可超過原始分錄凈額 %(balance)s 。"
 
-#: src/accounting/journal_entry/forms/line_item.py:285
+#: src/accounting/journal_entry/forms/line_item.py:243
 #: src/accounting/static/js/journal-entry-line-item-editor.js:469
 #, python-format
 msgid "The amount must not be less than the offset total %(total)s."
 msgstr "金額不可低於抵銷總額 %(total)s 。"
 
+#: src/accounting/journal_entry/forms/line_item.py:416
+msgid "This account is not for debit line items."
+msgstr "科目不是借方科目。"
+
+#: src/accounting/journal_entry/forms/line_item.py:468
+msgid "This account is not for credit line items."
+msgstr "科目不是貸方科目。"
+
+#: src/accounting/option/forms.py:53
+msgid "This is not a current account."
+msgstr "這不是流動科目。"
+
+#: src/accounting/option/forms.py:66
+msgid "You cannot select a payable account as expense."
+msgstr "支出不能選應付科目。"
+
+#: src/accounting/option/forms.py:79
+msgid "You cannot select a receivable account as income."
+msgstr "收入不能選應收科目。"
+
+#: src/accounting/option/forms.py:131
+msgid "This account is not for expense."
+msgstr "科目不是支出科目。"
+
+#: src/accounting/option/forms.py:137 src/accounting/option/forms.py:161
+#: src/accounting/static/js/option-form.js:535
+#: src/accounting/static/js/option-form.js:813
+msgid "Please fill in the description template."
+msgstr "請填上摘要範本。"
+
+#: src/accounting/option/forms.py:155
+msgid "This account is not for income."
+msgstr "科目不是收入科目。"
+
+#: src/accounting/option/forms.py:238
+#: src/accounting/static/js/option-form.js:136
+msgid "Please select the default currency."
+msgstr "請選擇預設貨幣。"
+
+#: src/accounting/option/forms.py:244
+#: src/accounting/static/js/option-form.js:152
+msgid "Please select the default account for the income and expenses log."
+msgstr "請選擇收支帳的預設科目。"
+
+#: src/accounting/option/views.py:79
+msgid "The settings were not modified."
+msgstr "設定未異動。"
+
+#: src/accounting/option/views.py:82
+msgid "The settings are saved successfully."
+msgstr "設定存好了。"
+
 #: src/accounting/report/period/description.py:33
 msgid "for all time"
 msgstr "全部"
@@ -351,20 +412,17 @@ msgstr "全部"
 #: src/accounting/report/reports/balance_sheet.py:426
 #: src/accounting/report/reports/balance_sheet.py:438
 #: src/accounting/report/reports/balance_sheet.py:440
-#: src/accounting/report/reports/income_expenses.py:192
-#: src/accounting/report/reports/income_expenses.py:429
+#: src/accounting/report/reports/income_expenses.py:189
+#: src/accounting/report/reports/income_expenses.py:423
 #: src/accounting/report/reports/income_statement.py:299
 #: src/accounting/report/reports/ledger.py:171
 #: src/accounting/report/reports/ledger.py:380
 #: src/accounting/report/reports/trial_balance.py:228
 #: src/accounting/templates/accounting/journal-entry/disbursement/detail.html:43
-#: src/accounting/templates/accounting/journal-entry/disbursement/include/form-currency.html:60
+#: src/accounting/templates/accounting/journal-entry/include/form-debit-credit.html:37
 #: src/accounting/templates/accounting/journal-entry/receipt/detail.html:43
-#: src/accounting/templates/accounting/journal-entry/receipt/include/form-currency.html:60
 #: src/accounting/templates/accounting/journal-entry/transfer/detail.html:39
 #: src/accounting/templates/accounting/journal-entry/transfer/detail.html:55
-#: src/accounting/templates/accounting/journal-entry/transfer/include/form-currency.html:62
-#: src/accounting/templates/accounting/journal-entry/transfer/include/form-currency.html:93
 #: src/accounting/templates/accounting/report/balance-sheet.html:59
 #: src/accounting/templates/accounting/report/balance-sheet.html:71
 #: src/accounting/templates/accounting/report/balance-sheet.html:81
@@ -383,7 +441,7 @@ msgstr "合計"
 msgid "Brought forward"
 msgstr "前期轉入"
 
-#: src/accounting/report/reports/income_expenses.py:413
+#: src/accounting/report/reports/income_expenses.py:407
 #: src/accounting/report/reports/journal.py:155
 #: src/accounting/report/reports/ledger.py:366
 #: src/accounting/templates/accounting/journal-entry/include/form.html:50
@@ -395,11 +453,12 @@ msgstr "前期轉入"
 msgid "Date"
 msgstr "日期"
 
-#: src/accounting/report/reports/income_expenses.py:413
+#: src/accounting/report/reports/income_expenses.py:407
 #: src/accounting/report/reports/journal.py:156
 #: src/accounting/report/reports/trial_balance.py:224
 #: src/accounting/templates/accounting/journal-entry/include/journal-entry-line-item-editor-modal.html:57
-#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:92
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:39
+#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:90
 #: src/accounting/templates/accounting/report/income-expenses.html:56
 #: src/accounting/templates/accounting/report/journal.html:55
 #: src/accounting/templates/accounting/report/search.html:52
@@ -407,7 +466,7 @@ msgstr "日期"
 msgid "Account"
 msgstr "科目"
 
-#: src/accounting/report/reports/income_expenses.py:414
+#: src/accounting/report/reports/income_expenses.py:408
 #: src/accounting/report/reports/journal.py:156
 #: src/accounting/report/reports/ledger.py:366
 #: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:28
@@ -419,27 +478,27 @@ msgstr "科目"
 msgid "Description"
 msgstr "摘要"
 
-#: src/accounting/report/reports/income_expenses.py:414
+#: src/accounting/report/reports/income_expenses.py:408
 #: src/accounting/templates/accounting/report/income-expenses.html:58
 msgid "Income"
 msgstr "收入"
 
-#: src/accounting/report/reports/income_expenses.py:415
+#: src/accounting/report/reports/income_expenses.py:409
 #: src/accounting/templates/accounting/report/income-expenses.html:59
 msgid "Expense"
 msgstr "支出"
 
-#: src/accounting/report/reports/income_expenses.py:415
+#: src/accounting/report/reports/income_expenses.py:409
 #: src/accounting/report/reports/ledger.py:368
 #: src/accounting/templates/accounting/report/income-expenses.html:60
 #: src/accounting/templates/accounting/report/ledger.html:60
 msgid "Balance"
 msgstr "餘額"
 
-#: src/accounting/report/reports/income_expenses.py:416
+#: src/accounting/report/reports/income_expenses.py:410
 #: src/accounting/report/reports/journal.py:158
 #: src/accounting/report/reports/ledger.py:368
-#: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:172
+#: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:178
 #: src/accounting/templates/accounting/journal-entry/include/form.html:73
 msgid "Note"
 msgstr "備註"
@@ -475,10 +534,8 @@ msgid "Amount"
 msgstr "金額"
 
 #: src/accounting/report/reports/journal.py:155
-#: src/accounting/templates/accounting/journal-entry/disbursement/include/form-currency.html:33
-#: src/accounting/templates/accounting/journal-entry/receipt/include/form-currency.html:33
-#: src/accounting/templates/accounting/journal-entry/transfer/include/form-currency.html:33
-#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:75
+#: src/accounting/templates/accounting/journal-entry/include/form-currency.html:33
+#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:73
 #: src/accounting/templates/accounting/report/journal.html:54
 #: src/accounting/templates/accounting/report/search.html:51
 msgid "Currency"
@@ -488,7 +545,7 @@ msgstr "貨幣"
 #: src/accounting/report/reports/ledger.py:367
 #: src/accounting/report/reports/trial_balance.py:224
 #: src/accounting/templates/accounting/journal-entry/transfer/detail.html:33
-#: src/accounting/templates/accounting/journal-entry/transfer/include/form-currency.html:48
+#: src/accounting/templates/accounting/journal-entry/transfer/include/form-currency.html:30
 #: src/accounting/templates/accounting/report/journal.html:57
 #: src/accounting/templates/accounting/report/ledger.html:57
 #: src/accounting/templates/accounting/report/search.html:54
@@ -500,7 +557,7 @@ msgstr "借方"
 #: src/accounting/report/reports/ledger.py:367
 #: src/accounting/report/reports/trial_balance.py:225
 #: src/accounting/templates/accounting/journal-entry/transfer/detail.html:49
-#: src/accounting/templates/accounting/journal-entry/transfer/include/form-currency.html:79
+#: src/accounting/templates/accounting/journal-entry/transfer/include/form-currency.html:41
 #: src/accounting/templates/accounting/report/journal.html:58
 #: src/accounting/templates/accounting/report/ledger.html:58
 #: src/accounting/templates/accounting/report/search.html:55
@@ -508,10 +565,6 @@ msgstr "借方"
 msgid "Credit"
 msgstr "貸方"
 
-#: src/accounting/report/utils/ie_account.py:64
-msgid "current assets and liabilities"
-msgstr "流動資產與負債"
-
 #: src/accounting/report/utils/report_chooser.py:81
 #: src/accounting/templates/accounting/account/include/form.html:98
 #: src/accounting/templates/accounting/account/list.html:40
@@ -519,6 +572,7 @@ msgstr "流動資產與負債"
 #: src/accounting/templates/accounting/currency/list.html:40
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:34
 #: src/accounting/templates/accounting/journal-entry/include/original-line-item-selector-modal.html:34
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:34
 #: src/accounting/templates/accounting/report/include/search-modal.html:27
 #: src/accounting/templates/accounting/report/include/search-modal.html:33
 #: src/accounting/templates/accounting/report/include/search-modal.html:38
@@ -555,25 +609,73 @@ msgstr "資產負債表"
 msgid "Please fill in the title."
 msgstr "請填上標題。"
 
-#: src/accounting/static/js/description-editor.js:767
-#: src/accounting/static/js/description-editor.js:953
+#: src/accounting/static/js/description-editor.js:756
+#: src/accounting/static/js/description-editor.js:934
 msgid "Please fill in the tag."
 msgstr "請填上標籤。"
 
-#: src/accounting/static/js/description-editor.js:777
-#: src/accounting/static/js/description-editor.js:973
+#: src/accounting/static/js/description-editor.js:766
+#: src/accounting/static/js/description-editor.js:954
 msgid "Please fill in the origin."
 msgstr "請填上起點。"
 
-#: src/accounting/static/js/description-editor.js:787
-#: src/accounting/static/js/description-editor.js:983
+#: src/accounting/static/js/description-editor.js:776
+#: src/accounting/static/js/description-editor.js:964
 msgid "Please fill in the destination."
 msgstr "請填上終點。"
 
-#: src/accounting/static/js/description-editor.js:963
+#: src/accounting/static/js/description-editor.js:944
 msgid "Please fill in the route."
 msgstr "請填上路線名稱。"
 
+#: src/accounting/static/js/description-editor.js:998
+msgid "January"
+msgstr "一月"
+
+#: src/accounting/static/js/description-editor.js:998
+msgid "February"
+msgstr "二月"
+
+#: src/accounting/static/js/description-editor.js:998
+msgid "March"
+msgstr "三月"
+
+#: src/accounting/static/js/description-editor.js:998
+msgid "April"
+msgstr "四月"
+
+#: src/accounting/static/js/description-editor.js:999
+msgid "May"
+msgstr "五月"
+
+#: src/accounting/static/js/description-editor.js:999
+msgid "June"
+msgstr "六月"
+
+#: src/accounting/static/js/description-editor.js:999
+msgid "July"
+msgstr "七月"
+
+#: src/accounting/static/js/description-editor.js:999
+msgid "August"
+msgstr "八月"
+
+#: src/accounting/static/js/description-editor.js:1000
+msgid "September"
+msgstr "九月"
+
+#: src/accounting/static/js/description-editor.js:1000
+msgid "October"
+msgstr "十月"
+
+#: src/accounting/static/js/description-editor.js:1000
+msgid "November"
+msgstr "十一月"
+
+#: src/accounting/static/js/description-editor.js:1000
+msgid "December"
+msgstr "十二月"
+
 #: src/accounting/static/js/journal-entry-form.js:985
 #: src/accounting/static/js/journal-entry-line-item-editor.js:449
 msgid "Please fill in the amount."
@@ -623,74 +725,82 @@ msgstr "新增科目"
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:31
 #: src/accounting/templates/accounting/journal-entry/include/form.html:38
 #: src/accounting/templates/accounting/journal-entry/order.html:36
+#: src/accounting/templates/accounting/option/form.html:36
 msgid "Back"
 msgstr "回上頁"
 
 #: src/accounting/templates/accounting/account/detail.html:36
 #: src/accounting/templates/accounting/currency/detail.html:36
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:36
-msgid "Settings"
-msgstr "設定"
+#: src/accounting/templates/accounting/option/detail.html:31
+msgid "Edit"
+msgstr "編輯"
 
 #: src/accounting/templates/accounting/account/detail.html:41
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:41
 msgid "Order"
 msgstr "次序"
 
-#: src/accounting/templates/accounting/account/detail.html:46
-#: src/accounting/templates/accounting/currency/detail.html:42
+#: src/accounting/templates/accounting/account/detail.html:47
+#: src/accounting/templates/accounting/account/detail.html:52
+#: src/accounting/templates/accounting/currency/detail.html:43
+#: src/accounting/templates/accounting/currency/detail.html:48
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:48
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:53
 msgid "Delete"
 msgstr "刪除"
 
-#: src/accounting/templates/accounting/account/detail.html:69
+#: src/accounting/templates/accounting/account/detail.html:76
 msgid "Confirm Delete Account"
-msgstr "刪除科目確認"
+msgstr "確認刪除科目"
 
-#: src/accounting/templates/accounting/account/detail.html:70
+#: src/accounting/templates/accounting/account/detail.html:77
 #: src/accounting/templates/accounting/account/include/form.html:91
-#: src/accounting/templates/accounting/currency/detail.html:66
+#: src/accounting/templates/accounting/currency/detail.html:73
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:27
 #: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:30
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:78
 #: src/accounting/templates/accounting/journal-entry/include/journal-entry-line-item-editor-modal.html:28
 #: src/accounting/templates/accounting/journal-entry/include/original-line-item-selector-modal.html:27
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:27
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:28
 #: src/accounting/templates/accounting/report/include/period-chooser.html:27
 #: src/accounting/templates/accounting/report/include/search-modal.html:28
 msgid "Close"
 msgstr "關閉"
 
-#: src/accounting/templates/accounting/account/detail.html:73
+#: src/accounting/templates/accounting/account/detail.html:80
 msgid "Do you really want to delete this account?"
 msgstr "你確定要刪掉這個科目嗎？"
 
-#: src/accounting/templates/accounting/account/detail.html:76
+#: src/accounting/templates/accounting/account/detail.html:83
 #: src/accounting/templates/accounting/account/include/form.html:112
-#: src/accounting/templates/accounting/currency/detail.html:72
+#: src/accounting/templates/accounting/currency/detail.html:79
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:49
-#: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:187
+#: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:193
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:84
 #: src/accounting/templates/accounting/journal-entry/include/journal-entry-line-item-editor-modal.html:70
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:48
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:65
 #: src/accounting/templates/accounting/report/include/search-modal.html:37
 msgid "Cancel"
 msgstr "取消"
 
-#: src/accounting/templates/accounting/account/detail.html:77
-#: src/accounting/templates/accounting/currency/detail.html:73
+#: src/accounting/templates/accounting/account/detail.html:84
+#: src/accounting/templates/accounting/currency/detail.html:80
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:85
 #: src/accounting/templates/accounting/report/include/period-chooser.html:141
 msgid "Confirm"
 msgstr "確定"
 
-#: src/accounting/templates/accounting/account/detail.html:94
-#: src/accounting/templates/accounting/currency/detail.html:85
+#: src/accounting/templates/accounting/account/detail.html:101
+#: src/accounting/templates/accounting/currency/detail.html:92
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:114
 msgid "Created"
 msgstr "建檔"
 
-#: src/accounting/templates/accounting/account/detail.html:95
-#: src/accounting/templates/accounting/currency/detail.html:86
+#: src/accounting/templates/accounting/account/detail.html:102
+#: src/accounting/templates/accounting/currency/detail.html:93
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:115
 msgid "Updated"
 msgstr "更新"
@@ -714,11 +824,9 @@ msgstr "科目管理"
 
 #: src/accounting/templates/accounting/account/list.html:32
 #: src/accounting/templates/accounting/currency/list.html:32
-#: src/accounting/templates/accounting/journal-entry/disbursement/include/form-currency.html:67
+#: src/accounting/templates/accounting/journal-entry/include/form-debit-credit.html:44
 #: src/accounting/templates/accounting/journal-entry/include/form.html:64
-#: src/accounting/templates/accounting/journal-entry/receipt/include/form-currency.html:67
-#: src/accounting/templates/accounting/journal-entry/transfer/include/form-currency.html:69
-#: src/accounting/templates/accounting/journal-entry/transfer/include/form-currency.html:100
+#: src/accounting/templates/accounting/option/include/form-recurring-expense-income.html:37
 #: src/accounting/templates/accounting/report/include/toolbar-buttons.html:26
 msgid "New"
 msgstr "新增"
@@ -730,7 +838,8 @@ msgstr "新增"
 #: src/accounting/templates/accounting/currency/list.html:65
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:46
 #: src/accounting/templates/accounting/journal-entry/include/original-line-item-selector-modal.html:51
-#: src/accounting/templates/accounting/journal-entry/order.html:80
+#: src/accounting/templates/accounting/journal-entry/order.html:82
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:45
 #: src/accounting/templates/accounting/report/balance-sheet.html:110
 #: src/accounting/templates/accounting/report/income-expenses.html:113
 #: src/accounting/templates/accounting/report/income-statement.html:96
@@ -749,10 +858,12 @@ msgstr "%(base)s下的科目"
 #: src/accounting/templates/accounting/account/include/form.html:75
 #: src/accounting/templates/accounting/account/order.html:62
 #: src/accounting/templates/accounting/currency/include/form.html:57
-#: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:188
+#: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:194
 #: src/accounting/templates/accounting/journal-entry/include/form.html:80
 #: src/accounting/templates/accounting/journal-entry/include/journal-entry-line-item-editor-modal.html:71
 #: src/accounting/templates/accounting/journal-entry/order.html:61
+#: src/accounting/templates/accounting/option/form.html:80
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:66
 msgid "Save"
 msgstr "儲存"
 
@@ -779,6 +890,7 @@ msgstr "選擇基本科目"
 #: src/accounting/templates/accounting/account/include/form.html:114
 #: src/accounting/templates/accounting/account/include/form.html:116
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:50
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:49
 msgid "Clear"
 msgstr "清除"
 
@@ -790,11 +902,11 @@ msgstr "基本科目管理"
 msgid "Add a New Currency"
 msgstr "新增貨幣"
 
-#: src/accounting/templates/accounting/currency/detail.html:65
+#: src/accounting/templates/accounting/currency/detail.html:72
 msgid "Confirm Delete Currency"
-msgstr "刪除貨幣確認"
+msgstr "確認刪除貨幣"
 
-#: src/accounting/templates/accounting/currency/detail.html:69
+#: src/accounting/templates/accounting/currency/detail.html:76
 msgid "Do you really want to delete this currency?"
 msgstr "你確定要刪掉這個貨幣嗎？"
 
@@ -812,6 +924,7 @@ msgid "Code"
 msgstr "代碼"
 
 #: src/accounting/templates/accounting/currency/include/form.html:50
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:33
 msgid "Name"
 msgstr "名稱"
 
@@ -835,6 +948,12 @@ msgstr "基本科目"
 msgid "Currencies"
 msgstr "貨幣"
 
+#: src/accounting/templates/accounting/include/nav.html:58
+#: src/accounting/templates/accounting/option/detail.html:24
+#: src/accounting/templates/accounting/option/form.html:29
+msgid "Settings"
+msgstr "設定"
+
 #: src/accounting/templates/accounting/include/pagination.html:23
 msgid "Page navigation"
 msgstr "分頁瀏覽"
@@ -850,14 +969,14 @@ msgstr "新增現金支出傳票"
 
 #: src/accounting/templates/accounting/journal-entry/disbursement/detail.html:27
 #: src/accounting/templates/accounting/journal-entry/receipt/detail.html:27
-msgid "To Transfer"
+msgid "As Transfer"
 msgstr "改轉帳"
 
 #: src/accounting/templates/accounting/journal-entry/disbursement/detail.html:37
-#: src/accounting/templates/accounting/journal-entry/disbursement/include/form-currency.html:46
+#: src/accounting/templates/accounting/journal-entry/disbursement/include/form-currency.html:28
 #: src/accounting/templates/accounting/journal-entry/include/form.html:56
 #: src/accounting/templates/accounting/journal-entry/receipt/detail.html:37
-#: src/accounting/templates/accounting/journal-entry/receipt/include/form-currency.html:46
+#: src/accounting/templates/accounting/journal-entry/receipt/include/form-currency.html:28
 msgid "Content"
 msgstr "內容"
 
@@ -869,6 +988,7 @@ msgid "Editing %(journal_entry)s"
 msgstr "編輯%(journal_entry)s"
 
 #: src/accounting/templates/accounting/journal-entry/include/account-selector-modal.html:26
+#: src/accounting/templates/accounting/option/include/recurring-account-selector-modal.html:26
 msgid "Select Account"
 msgstr "選擇科目"
 
@@ -893,8 +1013,8 @@ msgid "Bus"
 msgstr "公車"
 
 #: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:59
-msgid "Regular"
-msgstr "帳單"
+msgid "Recurring"
+msgstr "常用"
 
 #: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:64
 msgid "Annotation"
@@ -922,7 +1042,7 @@ msgstr "至"
 msgid "Route"
 msgstr "路線"
 
-#: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:166
+#: src/accounting/templates/accounting/journal-entry/include/description-editor-modal.html:172
 msgid "The Number of Items"
 msgstr "數量"
 
@@ -948,7 +1068,7 @@ msgstr "未抵銷"
 
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:77
 msgid "Confirm Delete Journal Entry"
-msgstr "刪除傳票確認"
+msgstr "確認刪除傳票"
 
 #: src/accounting/templates/accounting/journal-entry/include/detail.html:81
 msgid "Do you really want to delete this journal entry?"
@@ -962,6 +1082,24 @@ msgstr "分錄內容"
 msgid "Original Line Item"
 msgstr "原始分錄"
 
+#: src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html:25
+#: src/accounting/templates/accounting/report/include/add-journal-entry-material-fab.html:26
+#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:31
+msgid "Cash Disbursement"
+msgstr "現金支出"
+
+#: src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html:27
+#: src/accounting/templates/accounting/report/include/add-journal-entry-material-fab.html:29
+#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:36
+msgid "Cash Receipt"
+msgstr "現金收入"
+
+#: src/accounting/templates/accounting/journal-entry/include/order-journal-entry.html:29
+#: src/accounting/templates/accounting/report/include/add-journal-entry-material-fab.html:32
+#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:41
+msgid "Transfer"
+msgstr "轉帳"
+
 #: src/accounting/templates/accounting/journal-entry/include/original-line-item-selector-modal.html:26
 msgid "Select Original Line Item"
 msgstr "選擇原始分錄"
@@ -974,6 +1112,68 @@ msgstr "新增現金收入傳票"
 msgid "Add a New Transfer Journal Entry"
 msgstr "新增轉帳傳票"
 
+#: src/accounting/templates/accounting/option/detail.html:43
+#: src/accounting/templates/accounting/option/form.html:51
+msgid "Default Currency"
+msgstr "預設貨幣"
+
+#: src/accounting/templates/accounting/option/detail.html:48
+#: src/accounting/templates/accounting/option/form.html:61
+msgid "Default Account for the Income and Expenses Log"
+msgstr "收支帳預設科目"
+
+#: src/accounting/templates/accounting/option/detail.html:52
+#: src/accounting/templates/accounting/option/form.html:66
+#: src/accounting/templates/accounting/option/form.html:92
+msgid "Recurring Expense"
+msgstr "常用支出"
+
+#: src/accounting/templates/accounting/option/detail.html:58
+#: src/accounting/templates/accounting/option/form.html:72
+#: src/accounting/templates/accounting/option/form.html:96
+msgid "Recurring Income"
+msgstr "常用收入"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:47
+msgid "Description Template"
+msgstr "摘要範本"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:52
+msgid "Available template variables:"
+msgstr "範本變數說明："
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:54
+msgid "This month, as a number."
+msgstr "這個月的數字。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:55
+msgid "This month, in its name."
+msgstr "這個月的名稱。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:56
+msgid "Last month, as a number."
+msgstr "上個月的數字。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:57
+msgid "Last month, in its name."
+msgstr "上個月的名稱。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:58
+msgid "The previous bimonthly period, as numbers."
+msgstr "前個雙月期的數字。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:59
+msgid "The previous bimonthly period, as their names."
+msgstr "前個雙月期的名稱。"
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:61
+msgid "Example:"
+msgstr "範例："
+
+#: src/accounting/templates/accounting/option/include/recurring-item-editor-modal.html:61
+msgid "Water bill for {last_bimonthly_name}"
+msgstr "水費{last_bimonthly_number}月"
+
 #: src/accounting/templates/accounting/report/balance-sheet.html:29
 #: src/accounting/templates/accounting/report/balance-sheet.html:49
 #, python-format
@@ -1007,21 +1207,6 @@ msgstr "%(period)s%(currency)s%(account)s分類帳"
 msgid "Trial Balance of %(currency)s %(period)s"
 msgstr "%(period)s%(currency)s試算表"
 
-#: src/accounting/templates/accounting/report/include/add-journal-entry-material-fab.html:26
-#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:31
-msgid "Cash Disbursement"
-msgstr "現金支出"
-
-#: src/accounting/templates/accounting/report/include/add-journal-entry-material-fab.html:29
-#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:36
-msgid "Cash Receipt"
-msgstr "現金收入"
-
-#: src/accounting/templates/accounting/report/include/add-journal-entry-material-fab.html:32
-#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:41
-msgid "Transfer"
-msgstr "轉帳"
-
 #: src/accounting/templates/accounting/report/include/period-chooser.html:26
 msgid "Period Chooser"
 msgstr "選擇日期範圍"
@@ -1042,15 +1227,23 @@ msgstr "日"
 msgid "Custom"
 msgstr "自訂"
 
-#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:52
+#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:50
 msgid "Report"
 msgstr "報表"
 
+#: src/accounting/templates/accounting/report/include/toolbar-buttons.html:106
+msgid "Period"
+msgstr "期間"
+
 #: src/accounting/templates/accounting/report/include/toolbar-buttons.html:112
 #: src/accounting/templates/accounting/report/include/toolbar-buttons.html:117
 msgid "Download"
 msgstr "下載"
 
+#: src/accounting/utils/current_account.py:65
+msgid "current assets and liabilities"
+msgstr "流動資產與負債"
+
 #: src/accounting/utils/pagination.py:206
 msgctxt "Pagination|"
 msgid "Previous"

src/accounting/utils/current_account.py

@@ -1,5 +1,5 @@
 # The Mia! Accounting Flask Project.
-# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
 
 #  Copyright (c) 2023 imacat.
 #
@@ -14,28 +14,29 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The pseudo account for the income and expenses log.
+"""The current assets and liabilities account.
 
 """
 import typing as t
 
-from flask import current_app
-
+from accounting import db
 from accounting.locale import gettext
 from accounting.models import Account
+import sqlalchemy as sa
 
 
-class IncomeExpensesAccount:
-    """The pseudo account for the income and expenses log."""
+class CurrentAccount:
+    """A current assets and liabilities account."""
     CURRENT_AL_CODE: str = "0000-000"
-    """The account code for the current assets and liabilities."""
+    """The account code for all current assets and liabilities."""
 
     def __init__(self, account: Account | None = None):
-        """Constructs the pseudo account for the income and expenses log.
+        """Constructs the current assets and liabilities account.
 
         :param account: The actual account.
         """
         self.account: Account | None = account
+        """The actual account."""
         self.id: int = -1 if account is None else account.id
         """The ID."""
         self.code: str = "" if account is None else account.code
@@ -54,9 +55,9 @@ class IncomeExpensesAccount:
 
     @classmethod
     def current_assets_and_liabilities(cls) -> t.Self:
-        """Returns the pseudo account for current assets and liabilities.
+        """Returns the pseudo account for all current assets and liabilities.
 
-        :return: The pseudo account for current assets and liabilities.
+        :return: The pseudo account for all current assets and liabilities.
         """
         account: cls = cls()
         account.id = 0
@@ -65,22 +66,28 @@ class IncomeExpensesAccount:
         account.str = account.title
         return account
 
+    @classmethod
+    def accounts(cls) -> list[t.Self]:
+        """Returns the current assets and liabilities accounts.
 
-def default_ie_account_code() -> str:
-    """Returns the default account code for the income and expenses log.
-
-    :return: The default account code for the income and expenses log.
+        :return: The current assets and liabilities accounts.
         """
-    with current_app.app_context():
-        return current_app.config.get("DEFAULT_IE_ACCOUNT", Account.CASH_CODE)
+        accounts: list[cls] = [cls.current_assets_and_liabilities()]
+        accounts.extend([CurrentAccount(x)
+                         for x in db.session.query(Account)
+                        .filter(cls.sql_condition())
+                        .order_by(Account.base_code, Account.no)])
+        return accounts
 
+    @classmethod
+    def sql_condition(cls) -> sa.BinaryExpression:
+        """Returns the SQL condition for the current assets and liabilities
+        accounts.
 
-def default_ie_account() -> IncomeExpensesAccount:
-    """Returns the default account for the income and expenses log.
-
-    :return: The default account for the income and expenses log.
+        :return: The SQL condition for the current assets and liabilities
+            accounts.
         """
-    code: str = default_ie_account_code()
-    if code == IncomeExpensesAccount.CURRENT_AL_CODE:
-        return IncomeExpensesAccount.current_assets_and_liabilities()
-    return IncomeExpensesAccount(Account.find_by_code(code))
+        return sa.or_(Account.base_code.startswith("11"),
+                      Account.base_code.startswith("12"),
+                      Account.base_code.startswith("21"),
+                      Account.base_code.startswith("22"))

src/accounting/utils/options.py

@@ -0,0 +1,225 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The getter and setter for the option management.
+
+"""
+import json
+
+import sqlalchemy as sa
+
+from accounting import db
+from accounting.models import Option, Account, Currency
+from accounting.utils.current_account import CurrentAccount
+from accounting.utils.user import get_current_user_pk
+
+
+class RecurringItem:
+    """A recurring item."""
+
+    def __init__(self, name: str, account_code: str,
+                 description_template: str):
+        """Constructs the recurring item.
+
+        :param name: The name.
+        :param account_code: The account code.
+        :param description_template: The description template.
+        """
+        self.name: str = name
+        self.account_code: str = account_code
+        self.description_template: str = description_template
+
+    @property
+    def account_text(self) -> str:
+        """Returns the account text.
+
+        :return: The account text.
+        """
+        return str(Account.find_by_code(self.account_code))
+
+
+class Recurring:
+    """The recurring expenses or incomes."""
+
+    def __init__(self, data: dict[str, list[tuple[str, str, str]]]):
+        """Constructs the recurring item.
+
+        :param data: The data.
+        """
+        self.expenses: list[RecurringItem] \
+            = [RecurringItem(x[0], x[1], x[2]) for x in data["expense"]]
+        self.incomes: list[RecurringItem] \
+            = [RecurringItem(x[0], x[1], x[2]) for x in data["income"]]
+
+    @property
+    def codes(self) -> set[str]:
+        """Returns all the account codes.
+
+        :return: All the account codes.
+        """
+        return {x.account_code for x in self.expenses + self.incomes}
+
+
+class Options:
+    """The options."""
+
+    def __init__(self):
+        """Constructs the options."""
+        self.is_modified: bool = False
+        """Whether the options were modified."""
+
+    @property
+    def default_currency_code(self) -> str:
+        """Returns the default currency code.
+
+        :return: The default currency code.
+        """
+        return self.__get_option("default_currency_code", "USD")
+
+    @default_currency_code.setter
+    def default_currency_code(self, value: str) -> None:
+        """Sets the default currency code.
+
+        :param value: The default currency code.
+        :return: None.
+        """
+        self.__set_option("default_currency_code", value)
+
+    @property
+    def default_currency_text(self) -> str:
+        """Returns the text of the default currency code.
+
+        :return: The text of the default currency code.
+        """
+        return str(db.session.get(Currency, self.default_currency_code))
+
+    @property
+    def default_ie_account_code(self) -> str:
+        """Returns the default account code for the income and expenses log.
+
+        :return: The default account code for the income and expenses log.
+        """
+        return self.__get_option("default_ie_account", Account.CASH_CODE)
+
+    @default_ie_account_code.setter
+    def default_ie_account_code(self, value: str) -> None:
+        """Sets the default account code for the income and expenses log.
+
+        :param value: The default account code for the income and expenses log.
+        :return: None.
+        """
+        self.__set_option("default_ie_account", value)
+
+    @property
+    def default_ie_account_code_text(self) -> str:
+        """Returns the text of the default currency code.
+
+        :return: The text of the default currency code.
+        """
+        code: str = self.default_ie_account_code
+        if code == CurrentAccount.CURRENT_AL_CODE:
+            return str(CurrentAccount.current_assets_and_liabilities())
+        return str(CurrentAccount(Account.find_by_code(code)))
+
+    @property
+    def default_ie_account(self) -> CurrentAccount:
+        """Returns the default account code for the income and expenses log.
+
+        :return: The default account code for the income and expenses log.
+        """
+        if self.default_ie_account_code \
+                == CurrentAccount.CURRENT_AL_CODE:
+            return CurrentAccount.current_assets_and_liabilities()
+        return CurrentAccount(
+            Account.find_by_code(self.default_ie_account_code))
+
+    @property
+    def recurring_data(self) -> dict[str, list[tuple[str, str, str]]]:
+        """Returns the data of the recurring expenses and incomes.
+
+        :return: The data of the recurring expenses and incomes.
+        """
+        json_data: str | None = self.__get_option("recurring")
+        if json_data is None:
+            return {"expense": [], "income": []}
+        return json.loads(json_data)
+
+    @recurring_data.setter
+    def recurring_data(self,
+                       value: dict[str, list[tuple[str, str, str]]]) -> None:
+        """Sets the data of the recurring expenses and incomes.
+
+        :param value: The data of the recurring expenses and incomes.
+        :return: None.
+        """
+        self.__set_option("recurring", json.dumps(value, ensure_ascii=False,
+                                                  separators=(",", ":")))
+
+    @property
+    def recurring(self) -> Recurring:
+        """Returns the recurring expenses and incomes.
+
+        :return: The recurring expenses and incomes.
+        """
+        return Recurring(self.recurring_data)
+
+    @staticmethod
+    def __get_option(name: str, default: str | None = None) -> str:
+        """Returns the value of an option.
+
+        :param name: The name.
+        :param default: The default value when the value does not exist.
+        :return: The value.
+        """
+        option: Option | None = db.session.get(Option, name)
+        if option is None:
+            return default
+        return option.value
+
+    def __set_option(self, name: str, value: str) -> None:
+        """Sets the value of an option.
+
+        :param name: The name.
+        :param value: The value.
+        :return: None.
+        """
+        option: Option | None = db.session.get(Option, name)
+        if option is None:
+            current_user_pk: int = get_current_user_pk()
+            db.session.add(Option(name=name,
+                                  value=value,
+                                  created_by_id=current_user_pk,
+                                  updated_by_id=current_user_pk))
+            self.is_modified = True
+            return
+        if option.value == value:
+            return
+        option.value = value
+        option.updated_by_id = get_current_user_pk()
+        option.updated_at = sa.func.now()
+        self.is_modified = True
+
+    def commit(self) -> None:
+        """Commits the options to the database.
+
+        :return: None.
+        """
+        db.session.commit()
+        self.is_modified = False
+
+
+options: Options = Options()
+"""The options."""

src/accounting/utils/permission.py

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

src/accounting/utils/user.py

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

tests/test_account.py

@@ -18,7 +18,7 @@
 
 """
 import unittest
-from datetime import timedelta
+from datetime import timedelta, date
 
 import httpx
 import sqlalchemy as sa
@@ -27,10 +27,8 @@ from flask import Flask
 from flask.testing import FlaskCliRunner
 
 from test_site import db
-from testlib import create_test_app, get_client, set_locale
-
-NEXT_URI: str = "/_next"
-"""The next URI."""
+from testlib import NEXT_URI, create_test_app, get_client, set_locale
+from testlib_journal_entry import add_journal_entry
 
 
 class AccountData:
@@ -53,13 +51,15 @@ class AccountData:
         """The code."""
 
 
-cash: AccountData = AccountData("1111", 1, "Cash")
+CASH: AccountData = AccountData("1111", 1, "Cash")
 """The cash account."""
-bank: AccountData = AccountData("1113", 1, "Bank")
+PETTY: AccountData = AccountData("1112", 1, "Bank")
+"""The petty cash account."""
+BANK: AccountData = AccountData("1113", 1, "Bank")
 """The bank account."""
-stock: AccountData = AccountData("1121", 1, "Stock")
+STOCK: AccountData = AccountData("1121", 1, "Stock")
 """The stock account."""
-loan: AccountData = AccountData("2112", 1, "Loan")
+LOAN: AccountData = AccountData("2112", 1, "Loan")
 """The loan account."""
 PREFIX: str = "/accounting/accounts"
 """The URL prefix for the account management."""
@@ -147,19 +147,19 @@ class AccountTestCase(unittest.TestCase):
 
         response = self.client.post(f"{PREFIX}/store",
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": cash.base_code,
-                                          "title": cash.title})
+                                          "base_code": CASH.base_code,
+                                          "title": CASH.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"],
-                         f"{PREFIX}/{cash.code}")
+                         f"{PREFIX}/{CASH.code}")
 
         response = self.client.post(f"{PREFIX}/store",
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": bank.base_code,
-                                          "title": bank.title})
+                                          "base_code": BANK.base_code,
+                                          "title": BANK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"],
-                         f"{PREFIX}/{bank.code}")
+                         f"{PREFIX}/{BANK.code}")
 
     def test_nobody(self) -> None:
         """Test the permission as nobody.
@@ -173,7 +173,7 @@ class AccountTestCase(unittest.TestCase):
         response = client.get(PREFIX)
         self.assertEqual(response.status_code, 403)
 
-        response = client.get(f"{PREFIX}/{cash.code}")
+        response = client.get(f"{PREFIX}/{CASH.code}")
         self.assertEqual(response.status_code, 403)
 
         response = client.get(f"{PREFIX}/create")
@@ -181,33 +181,33 @@ class AccountTestCase(unittest.TestCase):
 
         response = client.post(f"{PREFIX}/store",
                                data={"csrf_token": csrf_token,
-                                     "base_code": stock.base_code,
-                                     "title": stock.title})
+                                     "base_code": STOCK.base_code,
+                                     "title": STOCK.title})
         self.assertEqual(response.status_code, 403)
 
-        response = client.get(f"{PREFIX}/{cash.code}/edit")
+        response = client.get(f"{PREFIX}/{CASH.code}/edit")
         self.assertEqual(response.status_code, 403)
 
-        response = client.post(f"{PREFIX}/{cash.code}/update",
+        response = client.post(f"{PREFIX}/{CASH.code}/update",
                                data={"csrf_token": csrf_token,
-                                     "base_code": cash.base_code,
-                                     "title": f"{cash.title}-2"})
+                                     "base_code": CASH.base_code,
+                                     "title": f"{CASH.title}-2"})
         self.assertEqual(response.status_code, 403)
 
-        response = client.post(f"{PREFIX}/{cash.code}/delete",
+        response = client.post(f"{PREFIX}/{BANK.code}/delete",
                                data={"csrf_token": csrf_token})
         self.assertEqual(response.status_code, 403)
 
-        response = client.get(f"{PREFIX}/bases/{cash.base_code}")
+        response = client.get(f"{PREFIX}/bases/{CASH.base_code}")
         self.assertEqual(response.status_code, 403)
 
         with self.app.app_context():
-            bank_id: int = Account.find_by_code(bank.code).id
+            cash_id: int = Account.find_by_code(CASH.code).id
 
-        response = client.post(f"{PREFIX}/bases/{bank.base_code}",
+        response = client.post(f"{PREFIX}/bases/{CASH.base_code}",
                                data={"csrf_token": csrf_token,
                                      "next": NEXT_URI,
-                                     f"{bank_id}-no": "5"})
+                                     f"{cash_id}-no": "5"})
         self.assertEqual(response.status_code, 403)
 
     def test_viewer(self) -> None:
@@ -222,7 +222,7 @@ class AccountTestCase(unittest.TestCase):
         response = client.get(PREFIX)
         self.assertEqual(response.status_code, 200)
 
-        response = client.get(f"{PREFIX}/{cash.code}")
+        response = client.get(f"{PREFIX}/{CASH.code}")
         self.assertEqual(response.status_code, 200)
 
         response = client.get(f"{PREFIX}/create")
@@ -230,33 +230,33 @@ class AccountTestCase(unittest.TestCase):
 
         response = client.post(f"{PREFIX}/store",
                                data={"csrf_token": csrf_token,
-                                     "base_code": stock.base_code,
-                                     "title": stock.title})
+                                     "base_code": STOCK.base_code,
+                                     "title": STOCK.title})
         self.assertEqual(response.status_code, 403)
 
-        response = client.get(f"{PREFIX}/{cash.code}/edit")
+        response = client.get(f"{PREFIX}/{CASH.code}/edit")
         self.assertEqual(response.status_code, 403)
 
-        response = client.post(f"{PREFIX}/{cash.code}/update",
+        response = client.post(f"{PREFIX}/{CASH.code}/update",
                                data={"csrf_token": csrf_token,
-                                     "base_code": cash.base_code,
-                                     "title": f"{cash.title}-2"})
+                                     "base_code": CASH.base_code,
+                                     "title": f"{CASH.title}-2"})
         self.assertEqual(response.status_code, 403)
 
-        response = client.post(f"{PREFIX}/{cash.code}/delete",
+        response = client.post(f"{PREFIX}/{BANK.code}/delete",
                                data={"csrf_token": csrf_token})
         self.assertEqual(response.status_code, 403)
 
-        response = client.get(f"{PREFIX}/bases/{cash.base_code}")
+        response = client.get(f"{PREFIX}/bases/{CASH.base_code}")
         self.assertEqual(response.status_code, 200)
 
         with self.app.app_context():
-            bank_id: int = Account.find_by_code(bank.code).id
+            cash_id: int = Account.find_by_code(CASH.code).id
 
-        response = client.post(f"{PREFIX}/bases/{bank.base_code}",
+        response = client.post(f"{PREFIX}/bases/{CASH.base_code}",
                                data={"csrf_token": csrf_token,
                                      "next": NEXT_URI,
-                                     f"{bank_id}-no": "5"})
+                                     f"{cash_id}-no": "5"})
         self.assertEqual(response.status_code, 403)
 
     def test_editor(self) -> None:
@@ -270,7 +270,7 @@ class AccountTestCase(unittest.TestCase):
         response = self.client.get(PREFIX)
         self.assertEqual(response.status_code, 200)
 
-        response = self.client.get(f"{PREFIX}/{cash.code}")
+        response = self.client.get(f"{PREFIX}/{CASH.code}")
         self.assertEqual(response.status_code, 200)
 
         response = self.client.get(f"{PREFIX}/create")
@@ -278,37 +278,37 @@ class AccountTestCase(unittest.TestCase):
 
         response = self.client.post(f"{PREFIX}/store",
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": stock.base_code,
-                                          "title": stock.title})
+                                          "base_code": STOCK.base_code,
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"],
-                         f"{PREFIX}/{stock.code}")
+                         f"{PREFIX}/{STOCK.code}")
 
-        response = self.client.get(f"{PREFIX}/{cash.code}/edit")
+        response = self.client.get(f"{PREFIX}/{CASH.code}/edit")
         self.assertEqual(response.status_code, 200)
 
-        response = self.client.post(f"{PREFIX}/{cash.code}/update",
+        response = self.client.post(f"{PREFIX}/{CASH.code}/update",
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": cash.base_code,
-                                          "title": f"{cash.title}-2"})
+                                          "base_code": CASH.base_code,
+                                          "title": f"{CASH.title}-2"})
         self.assertEqual(response.status_code, 302)
-        self.assertEqual(response.headers["Location"], f"{PREFIX}/{cash.code}")
+        self.assertEqual(response.headers["Location"], f"{PREFIX}/{CASH.code}")
 
-        response = self.client.post(f"{PREFIX}/{cash.code}/delete",
+        response = self.client.post(f"{PREFIX}/{BANK.code}/delete",
                                     data={"csrf_token": self.csrf_token})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], PREFIX)
 
-        response = self.client.get(f"{PREFIX}/bases/{cash.base_code}")
+        response = self.client.get(f"{PREFIX}/bases/{CASH.base_code}")
         self.assertEqual(response.status_code, 200)
 
         with self.app.app_context():
-            bank_id: int = Account.find_by_code(bank.code).id
+            cash_id: int = Account.find_by_code(CASH.code).id
 
-        response = self.client.post(f"{PREFIX}/bases/{bank.base_code}",
+        response = self.client.post(f"{PREFIX}/bases/{CASH.base_code}",
                                     data={"csrf_token": self.csrf_token,
                                           "next": NEXT_URI,
-                                          f"{bank_id}-no": "5"})
+                                          f"{cash_id}-no": "5"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], NEXT_URI)
 
@@ -320,31 +320,31 @@ class AccountTestCase(unittest.TestCase):
         from accounting.models import Account
         create_uri: str = f"{PREFIX}/create"
         store_uri: str = f"{PREFIX}/store"
-        detail_uri: str = f"{PREFIX}/{stock.code}"
+        detail_uri: str = f"{PREFIX}/{STOCK.code}"
         response: httpx.Response
 
         with self.app.app_context():
             self.assertEqual({x.code for x in Account.query.all()},
-                             {cash.code, bank.code})
+                             {CASH.code, BANK.code})
 
         # Missing CSRF token
         response = self.client.post(store_uri,
-                                    data={"base_code": stock.base_code,
-                                          "title": stock.title})
+                                    data={"base_code": STOCK.base_code,
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 400)
 
         # CSRF token mismatch
         response = self.client.post(store_uri,
                                     data={"csrf_token": f"{self.csrf_token}-2",
-                                          "base_code": stock.base_code,
-                                          "title": stock.title})
+                                          "base_code": STOCK.base_code,
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 400)
 
         # Empty base account code
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "base_code": " ",
-                                          "title": stock.title})
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
 
@@ -352,7 +352,7 @@ class AccountTestCase(unittest.TestCase):
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "base_code": "9999",
-                                          "title": stock.title})
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
 
@@ -360,14 +360,14 @@ class AccountTestCase(unittest.TestCase):
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "base_code": "1",
-                                          "title": stock.title})
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
 
         # Empty name
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": stock.base_code,
+                                          "base_code": STOCK.base_code,
                                           "title": " "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
@@ -376,7 +376,7 @@ class AccountTestCase(unittest.TestCase):
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "base_code": "6172",
-                                          "title": stock.title,
+                                          "title": STOCK.title,
                                           "is_need_offset": "yes"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
@@ -384,43 +384,43 @@ class AccountTestCase(unittest.TestCase):
         # Success, with spaces to be stripped
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": f" {stock.base_code} ",
-                                          "title": f" {stock.title} "})
+                                          "base_code": f" {STOCK.base_code} ",
+                                          "title": f" {STOCK.title} "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         # Success under the same base
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": stock.base_code,
-                                          "title": stock.title})
+                                          "base_code": STOCK.base_code,
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"],
-                         f"{PREFIX}/{stock.base_code}-002")
+                         f"{PREFIX}/{STOCK.base_code}-002")
 
         # Success under the same base, with order in a mess.
         with self.app.app_context():
-            stock_2: Account = Account.find_by_code(f"{stock.base_code}-002")
+            stock_2: Account = Account.find_by_code(f"{STOCK.base_code}-002")
             stock_2.no = 66
             db.session.commit()
 
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": stock.base_code,
-                                          "title": stock.title})
+                                          "base_code": STOCK.base_code,
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"],
-                         f"{PREFIX}/{stock.base_code}-003")
+                         f"{PREFIX}/{STOCK.base_code}-003")
 
         with self.app.app_context():
             self.assertEqual({x.code for x in Account.query.all()},
-                             {cash.code, bank.code, stock.code,
-                              f"{stock.base_code}-002",
-                              f"{stock.base_code}-003"})
+                             {CASH.code, BANK.code, STOCK.code,
+                              f"{STOCK.base_code}-002",
+                              f"{STOCK.base_code}-003"})
 
-            account: Account = Account.find_by_code(stock.code)
-            self.assertEqual(account.base_code, stock.base_code)
-            self.assertEqual(account.title_l10n, stock.title)
+            account: Account = Account.find_by_code(STOCK.code)
+            self.assertEqual(account.base_code, STOCK.base_code)
+            self.assertEqual(account.title_l10n, STOCK.title)
 
     def test_basic_update(self) -> None:
         """Tests the basic rules to update a user.
@@ -428,30 +428,30 @@ class AccountTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Account
-        detail_uri: str = f"{PREFIX}/{cash.code}"
-        edit_uri: str = f"{PREFIX}/{cash.code}/edit"
-        update_uri: str = f"{PREFIX}/{cash.code}/update"
-        detail_c_uri: str = f"{PREFIX}/{stock.code}"
+        detail_uri: str = f"{PREFIX}/{CASH.code}"
+        edit_uri: str = f"{PREFIX}/{CASH.code}/edit"
+        update_uri: str = f"{PREFIX}/{CASH.code}/update"
+        detail_c_uri: str = f"{PREFIX}/{STOCK.code}"
         response: httpx.Response
 
         # Success, with spaces to be stripped
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": f" {cash.base_code} ",
-                                          "title": f" {cash.title}-1 "})
+                                          "base_code": f" {CASH.base_code} ",
+                                          "title": f" {CASH.title}-1 "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            account: Account = Account.find_by_code(cash.code)
-            self.assertEqual(account.base_code, cash.base_code)
-            self.assertEqual(account.title_l10n, f"{cash.title}-1")
+            account: Account = Account.find_by_code(CASH.code)
+            self.assertEqual(account.base_code, CASH.base_code)
+            self.assertEqual(account.title_l10n, f"{CASH.title}-1")
 
         # Empty base account code
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "base_code": " ",
-                                          "title": stock.title})
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
 
@@ -459,7 +459,7 @@ class AccountTestCase(unittest.TestCase):
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "base_code": "9999",
-                                          "title": stock.title})
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
 
@@ -467,14 +467,14 @@ class AccountTestCase(unittest.TestCase):
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "base_code": "1",
-                                          "title": stock.title})
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
 
         # Empty name
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": stock.base_code,
+                                          "base_code": STOCK.base_code,
                                           "title": " "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
@@ -483,7 +483,7 @@ class AccountTestCase(unittest.TestCase):
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "base_code": "6172",
-                                          "title": stock.title,
+                                          "title": STOCK.title,
                                           "is_need_offset": "yes"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
@@ -491,8 +491,8 @@ class AccountTestCase(unittest.TestCase):
         # Change the base account
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": stock.base_code,
-                                          "title": stock.title})
+                                          "base_code": STOCK.base_code,
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_c_uri)
 
@@ -508,20 +508,20 @@ class AccountTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Account
-        detail_uri: str = f"{PREFIX}/{cash.code}"
-        update_uri: str = f"{PREFIX}/{cash.code}/update"
+        detail_uri: str = f"{PREFIX}/{CASH.code}"
+        update_uri: str = f"{PREFIX}/{CASH.code}/update"
         account: Account
         response: httpx.Response
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": f" {cash.base_code} ",
-                                          "title": f" {cash.title} "})
+                                          "base_code": f" {CASH.base_code} ",
+                                          "title": f" {CASH.title} "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            account = Account.find_by_code(cash.code)
+            account = Account.find_by_code(CASH.code)
             self.assertIsNotNone(account)
             account.created_at \
                 = account.created_at - timedelta(seconds=5)
@@ -530,13 +530,13 @@ class AccountTestCase(unittest.TestCase):
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": cash.base_code,
-                                          "title": stock.title})
+                                          "base_code": CASH.base_code,
+                                          "title": STOCK.title})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            account = Account.find_by_code(cash.code)
+            account = Account.find_by_code(CASH.code)
             self.assertIsNotNone(account)
             self.assertLess(account.created_at,
                             account.updated_at)
@@ -547,31 +547,31 @@ class AccountTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Account
-        editor_username, editor2_username = "editor", "editor2"
-        client, csrf_token = get_client(self.app, editor2_username)
-        detail_uri: str = f"{PREFIX}/{cash.code}"
-        update_uri: str = f"{PREFIX}/{cash.code}/update"
+        editor_username, admin_username = "editor", "admin"
+        client, csrf_token = get_client(self.app, admin_username)
+        detail_uri: str = f"{PREFIX}/{CASH.code}"
+        update_uri: str = f"{PREFIX}/{CASH.code}/update"
         account: Account
         response: httpx.Response
 
         with self.app.app_context():
-            account = Account.find_by_code(cash.code)
+            account = Account.find_by_code(CASH.code)
             self.assertEqual(account.created_by.username, editor_username)
             self.assertEqual(account.updated_by.username, editor_username)
 
         response = client.post(update_uri,
                                data={"csrf_token": csrf_token,
-                                     "base_code": cash.base_code,
-                                     "title": f"{cash.title}-2"})
+                                     "base_code": CASH.base_code,
+                                     "title": f"{CASH.title}-2"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            account = Account.find_by_code(cash.code)
+            account = Account.find_by_code(CASH.code)
             self.assertEqual(account.created_by.username,
                              editor_username)
             self.assertEqual(account.updated_by.username,
-                             editor2_username)
+                             admin_username)
 
     def test_l10n(self) -> None:
         """Tests the localization.
@@ -579,60 +579,60 @@ class AccountTestCase(unittest.TestCase):
         :return: None
         """
         from accounting.models import Account
-        detail_uri: str = f"{PREFIX}/{cash.code}"
-        update_uri: str = f"{PREFIX}/{cash.code}/update"
+        detail_uri: str = f"{PREFIX}/{CASH.code}"
+        update_uri: str = f"{PREFIX}/{CASH.code}/update"
         account: Account
         response: httpx.Response
 
         with self.app.app_context():
-            account = Account.find_by_code(cash.code)
-            self.assertEqual(account.title_l10n, cash.title)
+            account = Account.find_by_code(CASH.code)
+            self.assertEqual(account.title_l10n, CASH.title)
             self.assertEqual(account.l10n, [])
 
         set_locale(self.client, self.csrf_token, "zh_Hant")
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": cash.base_code,
-                                          "title": f"{cash.title}-zh_Hant"})
+                                          "base_code": CASH.base_code,
+                                          "title": f"{CASH.title}-zh_Hant"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            account = Account.find_by_code(cash.code)
-            self.assertEqual(account.title_l10n, cash.title)
+            account = Account.find_by_code(CASH.code)
+            self.assertEqual(account.title_l10n, CASH.title)
             self.assertEqual({(x.locale, x.title) for x in account.l10n},
-                             {("zh_Hant", f"{cash.title}-zh_Hant")})
+                             {("zh_Hant", f"{CASH.title}-zh_Hant")})
 
         set_locale(self.client, self.csrf_token, "en")
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": cash.base_code,
-                                          "title": f"{cash.title}-2"})
+                                          "base_code": CASH.base_code,
+                                          "title": f"{CASH.title}-2"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            account = Account.find_by_code(cash.code)
-            self.assertEqual(account.title_l10n, f"{cash.title}-2")
+            account = Account.find_by_code(CASH.code)
+            self.assertEqual(account.title_l10n, f"{CASH.title}-2")
             self.assertEqual({(x.locale, x.title) for x in account.l10n},
-                             {("zh_Hant", f"{cash.title}-zh_Hant")})
+                             {("zh_Hant", f"{CASH.title}-zh_Hant")})
 
         set_locale(self.client, self.csrf_token, "zh_Hant")
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "base_code": cash.base_code,
-                                          "title": f"{cash.title}-zh_Hant-2"})
+                                          "base_code": CASH.base_code,
+                                          "title": f"{CASH.title}-zh_Hant-2"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            account = Account.find_by_code(cash.code)
-            self.assertEqual(account.title_l10n, f"{cash.title}-2")
+            account = Account.find_by_code(CASH.code)
+            self.assertEqual(account.title_l10n, f"{CASH.title}-2")
             self.assertEqual({(x.locale, x.title) for x in account.l10n},
-                             {("zh_Hant", f"{cash.title}-zh_Hant-2")})
+                             {("zh_Hant", f"{CASH.title}-zh_Hant-2")})
 
     def test_delete(self) -> None:
         """Tests to delete a currency.
@@ -640,15 +640,51 @@ class AccountTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Account
-        detail_uri: str = f"{PREFIX}/{cash.code}"
-        delete_uri: str = f"{PREFIX}/{cash.code}/delete"
+        detail_uri: str = f"{PREFIX}/{PETTY.code}"
+        delete_uri: str = f"{PREFIX}/{PETTY.code}/delete"
         list_uri: str = PREFIX
         response: httpx.Response
 
+        response = self.client.post(f"{PREFIX}/store",
+                                    data={"csrf_token": self.csrf_token,
+                                          "base_code": PETTY.base_code,
+                                          "title": PETTY.title})
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], detail_uri)
+
+        response = self.client.post("/accounting/currencies/store",
+                                    data={"csrf_token": self.csrf_token,
+                                          "code": "USD",
+                                          "name": "US Dollars"})
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"],
+                         "/accounting/currencies/USD")
+
+        add_journal_entry(self.client,
+                          form={"csrf_token": self.csrf_token,
+                                "next": NEXT_URI,
+                                "date": date.today().isoformat(),
+                                "currency-1-code": "USD",
+                                "currency-1-credit-1-account_code": BANK.code,
+                                "currency-1-credit-1-amount": "20"})
+
         with self.app.app_context():
             self.assertEqual({x.code for x in Account.query.all()},
-                             {cash.code, bank.code})
+                             {CASH.code, PETTY.code, BANK.code})
 
+        # Cannot delete the cash account
+        response = self.client.post(f"{PREFIX}/{CASH.code}/delete",
+                                    data={"csrf_token": self.csrf_token})
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], f"{PREFIX}/{CASH.code}")
+
+        # Cannot delete the account that is in use
+        response = self.client.post(f"{PREFIX}/{BANK.code}/delete",
+                                    data={"csrf_token": self.csrf_token})
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], f"{PREFIX}/{BANK.code}")
+
+        # Success
         response = self.client.get(detail_uri)
         self.assertEqual(response.status_code, 200)
         response = self.client.post(delete_uri,
@@ -658,7 +694,7 @@ class AccountTestCase(unittest.TestCase):
 
         with self.app.app_context():
             self.assertEqual({x.code for x in Account.query.all()},
-                             {bank.code})
+                             {CASH.code, BANK.code})
 
         response = self.client.get(detail_uri)
         self.assertEqual(response.status_code, 404)

tests/test_currency.py

@@ -20,7 +20,7 @@
 import csv
 import typing as t
 import unittest
-from datetime import timedelta
+from datetime import timedelta, date
 
 import httpx
 from click.testing import Result
@@ -28,7 +28,8 @@ from flask import Flask
 from flask.testing import FlaskCliRunner
 
 from test_site import db
-from testlib import create_test_app, get_client, set_locale
+from testlib import NEXT_URI, create_test_app, get_client, set_locale
+from testlib_journal_entry import add_journal_entry
 
 
 class CurrencyData:
@@ -46,14 +47,14 @@ class CurrencyData:
         """The name."""
 
 
-zza: CurrencyData = CurrencyData("ZZA", "Testing Dollar #A")
-"""The first test currency."""
-zzb: CurrencyData = CurrencyData("ZZB", "Testing Dollar #B")
-"""The second test currency."""
-zzc: CurrencyData = CurrencyData("ZZC", "Testing Dollar #C")
-"""The third test currency."""
-zzd: CurrencyData = CurrencyData("ZZD", "Testing Dollar #D")
-"""The fourth test currency."""
+USD: CurrencyData = CurrencyData("USD", "US Dollar")
+"""The US dollars."""
+EUR: CurrencyData = CurrencyData("EUR", "Euro")
+"""The European dollars."""
+TWD: CurrencyData = CurrencyData("TWD", "Taiwan dollars")
+"""The Taiwan dollars."""
+JPY: CurrencyData = CurrencyData("JPY", "Japanese yen")
+"""The Japanese yen."""
 PREFIX: str = "/accounting/currencies"
 """The URL prefix for the currency management."""
 
@@ -140,17 +141,17 @@ class CurrencyTestCase(unittest.TestCase):
 
         response = self.client.post(f"{PREFIX}/store",
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zza.code,
-                                          "name": zza.name})
+                                          "code": USD.code,
+                                          "name": USD.name})
         self.assertEqual(response.status_code, 302)
-        self.assertEqual(response.headers["Location"], f"{PREFIX}/{zza.code}")
+        self.assertEqual(response.headers["Location"], f"{PREFIX}/{USD.code}")
 
         response = self.client.post(f"{PREFIX}/store",
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zzb.code,
-                                          "name": zzb.name})
+                                          "code": EUR.code,
+                                          "name": EUR.name})
         self.assertEqual(response.status_code, 302)
-        self.assertEqual(response.headers["Location"], f"{PREFIX}/{zzb.code}")
+        self.assertEqual(response.headers["Location"], f"{PREFIX}/{EUR.code}")
 
     def test_nobody(self) -> None:
         """Test the permission as nobody.
@@ -163,7 +164,7 @@ class CurrencyTestCase(unittest.TestCase):
         response = client.get(PREFIX)
         self.assertEqual(response.status_code, 403)
 
-        response = client.get(f"{PREFIX}/{zza.code}")
+        response = client.get(f"{PREFIX}/{USD.code}")
         self.assertEqual(response.status_code, 403)
 
         response = client.get(f"{PREFIX}/create")
@@ -171,20 +172,20 @@ class CurrencyTestCase(unittest.TestCase):
 
         response = client.post(f"{PREFIX}/store",
                                data={"csrf_token": csrf_token,
-                                     "code": zzc.code,
-                                     "name": zzc.name})
+                                     "code": TWD.code,
+                                     "name": TWD.name})
         self.assertEqual(response.status_code, 403)
 
-        response = client.get(f"{PREFIX}/{zza.code}/edit")
+        response = client.get(f"{PREFIX}/{USD.code}/edit")
         self.assertEqual(response.status_code, 403)
 
-        response = client.post(f"{PREFIX}/{zza.code}/update",
+        response = client.post(f"{PREFIX}/{USD.code}/update",
                                data={"csrf_token": csrf_token,
-                                     "code": zzd.code,
-                                     "name": zzd.name})
+                                     "code": JPY.code,
+                                     "name": JPY.name})
         self.assertEqual(response.status_code, 403)
 
-        response = client.post(f"{PREFIX}/{zzb.code}/delete",
+        response = client.post(f"{PREFIX}/{EUR.code}/delete",
                                data={"csrf_token": csrf_token})
         self.assertEqual(response.status_code, 403)
 
@@ -199,7 +200,7 @@ class CurrencyTestCase(unittest.TestCase):
         response = client.get(PREFIX)
         self.assertEqual(response.status_code, 200)
 
-        response = client.get(f"{PREFIX}/{zza.code}")
+        response = client.get(f"{PREFIX}/{USD.code}")
         self.assertEqual(response.status_code, 200)
 
         response = client.get(f"{PREFIX}/create")
@@ -207,20 +208,20 @@ class CurrencyTestCase(unittest.TestCase):
 
         response = client.post(f"{PREFIX}/store",
                                data={"csrf_token": csrf_token,
-                                     "code": zzc.code,
-                                     "name": zzc.name})
+                                     "code": TWD.code,
+                                     "name": TWD.name})
         self.assertEqual(response.status_code, 403)
 
-        response = client.get(f"{PREFIX}/{zza.code}/edit")
+        response = client.get(f"{PREFIX}/{USD.code}/edit")
         self.assertEqual(response.status_code, 403)
 
-        response = client.post(f"{PREFIX}/{zza.code}/update",
+        response = client.post(f"{PREFIX}/{USD.code}/update",
                                data={"csrf_token": csrf_token,
-                                     "code": zzd.code,
-                                     "name": zzd.name})
+                                     "code": JPY.code,
+                                     "name": JPY.name})
         self.assertEqual(response.status_code, 403)
 
-        response = client.post(f"{PREFIX}/{zzb.code}/delete",
+        response = client.post(f"{PREFIX}/{EUR.code}/delete",
                                data={"csrf_token": csrf_token})
         self.assertEqual(response.status_code, 403)
 
@@ -234,7 +235,7 @@ class CurrencyTestCase(unittest.TestCase):
         response = self.client.get(PREFIX)
         self.assertEqual(response.status_code, 200)
 
-        response = self.client.get(f"{PREFIX}/{zza.code}")
+        response = self.client.get(f"{PREFIX}/{USD.code}")
         self.assertEqual(response.status_code, 200)
 
         response = self.client.get(f"{PREFIX}/create")
@@ -242,22 +243,22 @@ class CurrencyTestCase(unittest.TestCase):
 
         response = self.client.post(f"{PREFIX}/store",
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zzc.code,
-                                          "name": zzc.name})
+                                          "code": TWD.code,
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
-        self.assertEqual(response.headers["Location"], f"{PREFIX}/{zzc.code}")
+        self.assertEqual(response.headers["Location"], f"{PREFIX}/{TWD.code}")
 
-        response = self.client.get(f"{PREFIX}/{zza.code}/edit")
+        response = self.client.get(f"{PREFIX}/{USD.code}/edit")
         self.assertEqual(response.status_code, 200)
 
-        response = self.client.post(f"{PREFIX}/{zza.code}/update",
+        response = self.client.post(f"{PREFIX}/{USD.code}/update",
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zzd.code,
-                                          "name": zzd.name})
+                                          "code": JPY.code,
+                                          "name": JPY.name})
         self.assertEqual(response.status_code, 302)
-        self.assertEqual(response.headers["Location"], f"{PREFIX}/{zzd.code}")
+        self.assertEqual(response.headers["Location"], f"{PREFIX}/{JPY.code}")
 
-        response = self.client.post(f"{PREFIX}/{zzb.code}/delete",
+        response = self.client.post(f"{PREFIX}/{EUR.code}/delete",
                                     data={"csrf_token": self.csrf_token})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], PREFIX)
@@ -270,31 +271,31 @@ class CurrencyTestCase(unittest.TestCase):
         from accounting.models import Currency
         create_uri: str = f"{PREFIX}/create"
         store_uri: str = f"{PREFIX}/store"
-        detail_uri: str = f"{PREFIX}/{zzc.code}"
+        detail_uri: str = f"{PREFIX}/{TWD.code}"
         response: httpx.Response
 
         with self.app.app_context():
             self.assertEqual({x.code for x in Currency.query.all()},
-                             {zza.code, zzb.code})
+                             {USD.code, EUR.code})
 
         # Missing CSRF token
         response = self.client.post(store_uri,
-                                    data={"code": zzc.code,
-                                          "name": zzc.name})
+                                    data={"code": TWD.code,
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 400)
 
         # CSRF token mismatch
         response = self.client.post(store_uri,
                                     data={"csrf_token": f"{self.csrf_token}-2",
-                                          "code": zzc.code,
-                                          "name": zzc.name})
+                                          "code": TWD.code,
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 400)
 
         # Empty code
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "code": " ",
-                                          "name": zzc.name})
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
 
@@ -302,7 +303,7 @@ class CurrencyTestCase(unittest.TestCase):
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "code": " create ",
-                                          "name": zzc.name})
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
 
@@ -310,14 +311,14 @@ class CurrencyTestCase(unittest.TestCase):
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "code": " zzc ",
-                                          "name": zzc.name})
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
 
         # Empty name
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zzc.code,
+                                          "code": TWD.code,
                                           "name": " "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
@@ -325,26 +326,26 @@ class CurrencyTestCase(unittest.TestCase):
         # Success, with spaces to be stripped
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": f" {zzc.code} ",
-                                          "name": f" {zzc.name} "})
+                                          "code": f" {TWD.code} ",
+                                          "name": f" {TWD.name} "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         # Duplicated code
         response = self.client.post(store_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zzc.code,
-                                          "name": zzc.name})
+                                          "code": TWD.code,
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], create_uri)
 
         with self.app.app_context():
             self.assertEqual({x.code for x in Currency.query.all()},
-                             {zza.code, zzb.code, zzc.code})
+                             {USD.code, EUR.code, TWD.code})
 
-            currency: Currency = db.session.get(Currency, zzc.code)
-            self.assertEqual(currency.code, zzc.code)
-            self.assertEqual(currency.name_l10n, zzc.name)
+            currency: Currency = db.session.get(Currency, TWD.code)
+            self.assertEqual(currency.code, TWD.code)
+            self.assertEqual(currency.name_l10n, TWD.name)
 
     def test_basic_update(self) -> None:
         """Tests the basic rules to update a user.
@@ -352,30 +353,30 @@ class CurrencyTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Currency
-        detail_uri: str = f"{PREFIX}/{zza.code}"
-        edit_uri: str = f"{PREFIX}/{zza.code}/edit"
-        update_uri: str = f"{PREFIX}/{zza.code}/update"
-        detail_c_uri: str = f"{PREFIX}/{zzc.code}"
+        detail_uri: str = f"{PREFIX}/{USD.code}"
+        edit_uri: str = f"{PREFIX}/{USD.code}/edit"
+        update_uri: str = f"{PREFIX}/{USD.code}/update"
+        detail_c_uri: str = f"{PREFIX}/{TWD.code}"
         response: httpx.Response
 
         # Success, with spaces to be stripped
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": f" {zza.code} ",
-                                          "name": f" {zza.name}-1 "})
+                                          "code": f" {USD.code} ",
+                                          "name": f" {USD.name}-1 "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            currency: Currency = db.session.get(Currency, zza.code)
-            self.assertEqual(currency.code, zza.code)
-            self.assertEqual(currency.name_l10n, f"{zza.name}-1")
+            currency: Currency = db.session.get(Currency, USD.code)
+            self.assertEqual(currency.code, USD.code)
+            self.assertEqual(currency.name_l10n, f"{USD.name}-1")
 
         # Empty code
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "code": " ",
-                                          "name": zzc.name})
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
 
@@ -383,7 +384,7 @@ class CurrencyTestCase(unittest.TestCase):
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "code": " create ",
-                                          "name": zzc.name})
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
 
@@ -391,14 +392,14 @@ class CurrencyTestCase(unittest.TestCase):
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
                                           "code": "abc/def",
-                                          "name": zzc.name})
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
 
         # Empty name
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zzc.code,
+                                          "code": TWD.code,
                                           "name": " "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
@@ -406,16 +407,16 @@ class CurrencyTestCase(unittest.TestCase):
         # Duplicated code
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zzb.code,
-                                          "name": zzc.name})
+                                          "code": EUR.code,
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], edit_uri)
 
         # Change code
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zzc.code,
-                                          "name": zzc.name})
+                                          "code": TWD.code,
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_c_uri)
 
@@ -431,20 +432,20 @@ class CurrencyTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Currency
-        detail_uri: str = f"{PREFIX}/{zza.code}"
-        update_uri: str = f"{PREFIX}/{zza.code}/update"
+        detail_uri: str = f"{PREFIX}/{USD.code}"
+        update_uri: str = f"{PREFIX}/{USD.code}/update"
         currency: Currency | None
         response: httpx.Response
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": f" {zza.code} ",
-                                          "name": f" {zza.name} "})
+                                          "code": f" {USD.code} ",
+                                          "name": f" {USD.name} "})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            currency = db.session.get(Currency, zza.code)
+            currency = db.session.get(Currency, USD.code)
             self.assertIsNotNone(currency)
             currency.created_at \
                 = currency.created_at - timedelta(seconds=5)
@@ -453,13 +454,13 @@ class CurrencyTestCase(unittest.TestCase):
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zza.code,
-                                          "name": zzc.name})
+                                          "code": USD.code,
+                                          "name": TWD.name})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            currency = db.session.get(Currency, zza.code)
+            currency = db.session.get(Currency, USD.code)
             self.assertIsNotNone(currency)
             self.assertLess(currency.created_at,
                             currency.updated_at)
@@ -470,29 +471,29 @@ class CurrencyTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Currency
-        editor_username, editor2_username = "editor", "editor2"
-        client, csrf_token = get_client(self.app, editor2_username)
-        detail_uri: str = f"{PREFIX}/{zza.code}"
-        update_uri: str = f"{PREFIX}/{zza.code}/update"
+        editor_username, admin_username = "editor", "admin"
+        client, csrf_token = get_client(self.app, admin_username)
+        detail_uri: str = f"{PREFIX}/{USD.code}"
+        update_uri: str = f"{PREFIX}/{USD.code}/update"
         currency: Currency
         response: httpx.Response
 
         with self.app.app_context():
-            currency = db.session.get(Currency, zza.code)
+            currency = db.session.get(Currency, USD.code)
             self.assertEqual(currency.created_by.username, editor_username)
             self.assertEqual(currency.updated_by.username, editor_username)
 
         response = client.post(update_uri,
                                data={"csrf_token": csrf_token,
-                                     "code": zza.code,
-                                     "name": f"{zza.name}-2"})
+                                     "code": USD.code,
+                                     "name": f"{USD.name}-2"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            currency = db.session.get(Currency, zza.code)
+            currency = db.session.get(Currency, USD.code)
             self.assertEqual(currency.created_by.username, editor_username)
-            self.assertEqual(currency.updated_by.username, editor2_username)
+            self.assertEqual(currency.updated_by.username, admin_username)
 
     def test_api_exists(self) -> None:
         """Tests the API to check if a code exists.
@@ -502,14 +503,14 @@ class CurrencyTestCase(unittest.TestCase):
         response: httpx.Response
 
         response = self.client.get(
-            f"/accounting/api/currencies/exists-code?q={zza.code}")
+            f"/accounting/api/currencies/exists-code?q={USD.code}")
         self.assertEqual(response.status_code, 200)
         data = response.json()
         self.assertEqual(set(data.keys()), {"exists"})
         self.assertTrue(data["exists"])
 
         response = self.client.get(
-            f"/accounting/api/currencies/exists-code?q={zza.code}-1")
+            f"/accounting/api/currencies/exists-code?q={USD.code}-1")
         self.assertEqual(response.status_code, 200)
         data = response.json()
         self.assertEqual(set(data.keys()), {"exists"})
@@ -521,60 +522,60 @@ class CurrencyTestCase(unittest.TestCase):
         :return: None
         """
         from accounting.models import Currency
-        detail_uri: str = f"{PREFIX}/{zza.code}"
-        update_uri: str = f"{PREFIX}/{zza.code}/update"
+        detail_uri: str = f"{PREFIX}/{USD.code}"
+        update_uri: str = f"{PREFIX}/{USD.code}/update"
         currency: Currency
         response: httpx.Response
 
         with self.app.app_context():
-            currency = db.session.get(Currency, zza.code)
-            self.assertEqual(currency.name_l10n, zza.name)
+            currency = db.session.get(Currency, USD.code)
+            self.assertEqual(currency.name_l10n, USD.name)
             self.assertEqual(currency.l10n, [])
 
         set_locale(self.client, self.csrf_token, "zh_Hant")
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zza.code,
-                                          "name": f"{zza.name}-zh_Hant"})
+                                          "code": USD.code,
+                                          "name": f"{USD.name}-zh_Hant"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            currency = db.session.get(Currency, zza.code)
-            self.assertEqual(currency.name_l10n, zza.name)
+            currency = db.session.get(Currency, USD.code)
+            self.assertEqual(currency.name_l10n, USD.name)
             self.assertEqual({(x.locale, x.name) for x in currency.l10n},
-                             {("zh_Hant", f"{zza.name}-zh_Hant")})
+                             {("zh_Hant", f"{USD.name}-zh_Hant")})
 
         set_locale(self.client, self.csrf_token, "en")
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zza.code,
-                                          "name": f"{zza.name}-2"})
+                                          "code": USD.code,
+                                          "name": f"{USD.name}-2"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            currency = db.session.get(Currency, zza.code)
-            self.assertEqual(currency.name_l10n, f"{zza.name}-2")
+            currency = db.session.get(Currency, USD.code)
+            self.assertEqual(currency.name_l10n, f"{USD.name}-2")
             self.assertEqual({(x.locale, x.name) for x in currency.l10n},
-                             {("zh_Hant", f"{zza.name}-zh_Hant")})
+                             {("zh_Hant", f"{USD.name}-zh_Hant")})
 
         set_locale(self.client, self.csrf_token, "zh_Hant")
 
         response = self.client.post(update_uri,
                                     data={"csrf_token": self.csrf_token,
-                                          "code": zza.code,
-                                          "name": f"{zza.name}-zh_Hant-2"})
+                                          "code": USD.code,
+                                          "name": f"{USD.name}-zh_Hant-2"})
         self.assertEqual(response.status_code, 302)
         self.assertEqual(response.headers["Location"], detail_uri)
 
         with self.app.app_context():
-            currency = db.session.get(Currency, zza.code)
-            self.assertEqual(currency.name_l10n, f"{zza.name}-2")
+            currency = db.session.get(Currency, USD.code)
+            self.assertEqual(currency.name_l10n, f"{USD.name}-2")
             self.assertEqual({(x.locale, x.name) for x in currency.l10n},
-                             {("zh_Hant", f"{zza.name}-zh_Hant-2")})
+                             {("zh_Hant", f"{USD.name}-zh_Hant-2")})
 
     def test_delete(self) -> None:
         """Tests to delete a currency.
@@ -582,15 +583,58 @@ class CurrencyTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Currency
-        detail_uri: str = f"{PREFIX}/{zza.code}"
-        delete_uri: str = f"{PREFIX}/{zza.code}/delete"
+        detail_uri: str = f"{PREFIX}/{JPY.code}"
+        delete_uri: str = f"{PREFIX}/{JPY.code}/delete"
         list_uri: str = PREFIX
         response: httpx.Response
 
+        runner: FlaskCliRunner = self.app.test_cli_runner()
+        with self.app.app_context():
+            from accounting.models import BaseAccount
+            if BaseAccount.query.first() is None:
+                result = runner.invoke(args="accounting-init-base")
+                self.assertEqual(result.exit_code, 0)
+
+        response = self.client.post("/accounting/accounts/store",
+                                    data={"csrf_token": self.csrf_token,
+                                          "base_code": "1111",
+                                          "title": "Cash"})
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"],
+                         "/accounting/accounts/1111-001")
+
+        response = self.client.post(f"{PREFIX}/store",
+                                    data={"csrf_token": self.csrf_token,
+                                          "code": JPY.code,
+                                          "name": JPY.name})
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], detail_uri)
+
+        add_journal_entry(self.client,
+                          form={"csrf_token": self.csrf_token,
+                                "next": NEXT_URI,
+                                "date": date.today().isoformat(),
+                                "currency-1-code": EUR.code,
+                                "currency-1-credit-1-account_code": "1111-001",
+                                "currency-1-credit-1-amount": "20"})
+
         with self.app.app_context():
             self.assertEqual({x.code for x in Currency.query.all()},
-                             {zza.code, zzb.code})
+                             {USD.code, EUR.code, JPY.code})
 
+        # Cannot delete the default currency
+        response = self.client.post(f"{PREFIX}/{USD.code}/delete",
+                                    data={"csrf_token": self.csrf_token})
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], f"{PREFIX}/{USD.code}")
+
+        # Cannot delete the account that is in use
+        response = self.client.post(f"{PREFIX}/{EUR.code}/delete",
+                                    data={"csrf_token": self.csrf_token})
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], f"{PREFIX}/{EUR.code}")
+
+        # Success
         response = self.client.get(detail_uri)
         self.assertEqual(response.status_code, 200)
         response = self.client.post(delete_uri,
@@ -600,7 +644,7 @@ class CurrencyTestCase(unittest.TestCase):
 
         with self.app.app_context():
             self.assertEqual({x.code for x in Currency.query.all()},
-                             {zzb.code})
+                             {USD.code, EUR.code})
 
         response = self.client.get(detail_uri)
         self.assertEqual(response.status_code, 404)

tests/test_description_editor.py

@@ -24,8 +24,8 @@ from click.testing import Result
 from flask import Flask
 from flask.testing import FlaskCliRunner
 
-from testlib import create_test_app, get_client
-from testlib_journal_entry import Accounts, NEXT_URI, add_journal_entry
+from testlib import NEXT_URI, Accounts, create_test_app, get_client
+from testlib_journal_entry import add_journal_entry
 
 
 class DescriptionEditorTestCase(unittest.TestCase):

tests/test_journal_entry.py

@@ -27,9 +27,9 @@ from flask import Flask
 from flask.testing import FlaskCliRunner
 
 from test_site import db
-from testlib import create_test_app, get_client
-from testlib_journal_entry import NEXT_URI, NON_EMPTY_NOTE, EMPTY_NOTE, \
-    Accounts, get_add_form, get_unchanged_update_form, get_update_form, \
+from testlib import NEXT_URI, Accounts, create_test_app, get_client
+from testlib_journal_entry import NON_EMPTY_NOTE, EMPTY_NOTE, \
+    get_add_form, get_unchanged_update_form, get_update_form, \
     match_journal_entry_detail, set_negative_amount, \
     remove_debit_in_a_currency, remove_credit_in_a_currency, add_journal_entry
 
@@ -309,7 +309,7 @@ class CashReceiptJournalEntryTestCase(unittest.TestCase):
             self.assertEqual(len(currencies[2].credit), 2)
             self.assertEqual(currencies[2].credit[0].no, 6)
             self.assertEqual(currencies[2].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies[2].credit[1].no, 7)
             self.assertEqual(currencies[2].credit[1].account.code,
                              Accounts.DONATION)
@@ -441,7 +441,7 @@ class CashReceiptJournalEntryTestCase(unittest.TestCase):
             self.assertNotIn(currencies1[0].credit[1].id, old_id)
             self.assertEqual(currencies1[0].credit[1].no, 2)
             self.assertEqual(currencies1[0].credit[1].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
 
             self.assertEqual(currencies1[1].code, "EUR")
             self.assertEqual(len(currencies1[1].debit), 1)
@@ -457,7 +457,7 @@ class CashReceiptJournalEntryTestCase(unittest.TestCase):
                              currencies0[2].credit[0].id)
             self.assertEqual(currencies1[1].credit[0].no, 3)
             self.assertEqual(currencies1[1].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies1[1].credit[1].id,
                              currencies0[2].credit[1].id)
             self.assertEqual(currencies1[1].credit[1].no, 4)
@@ -537,8 +537,8 @@ class CashReceiptJournalEntryTestCase(unittest.TestCase):
         from accounting.models import JournalEntry
         journal_entry_id: int \
             = add_journal_entry(self.client, self.__get_add_form())
-        editor_username, editor2_username = "editor", "editor2"
-        client, csrf_token = get_client(self.app, editor2_username)
+        editor_username, admin_username = "editor", "admin"
+        client, csrf_token = get_client(self.app, admin_username)
         detail_uri: str = f"{PREFIX}/{journal_entry_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{journal_entry_id}/update"
         journal_entry: JournalEntry
@@ -562,19 +562,50 @@ class CashReceiptJournalEntryTestCase(unittest.TestCase):
             self.assertEqual(journal_entry.created_by.username,
                              editor_username)
             self.assertEqual(journal_entry.updated_by.username,
-                             editor2_username)
+                             admin_username)
 
     def test_delete(self) -> None:
         """Tests to delete a journal entry.
 
         :return: None.
         """
-        journal_entry_id: int \
+        from accounting.models import JournalEntry, JournalEntryLineItem
+        journal_entry_id_1: int \
             = add_journal_entry(self.client, self.__get_add_form())
-        detail_uri: str = f"{PREFIX}/{journal_entry_id}?next=%2F_next"
-        delete_uri: str = f"{PREFIX}/{journal_entry_id}/delete"
+        detail_uri: str = f"{PREFIX}/{journal_entry_id_1}?next=%2F_next"
+        delete_uri: str = f"{PREFIX}/{journal_entry_id_1}/delete"
         response: httpx.Response
 
+        form: dict[str, str] = self.__get_add_form()
+        key: str = [x for x in form if x.endswith("-account_code")][0]
+        form[key] = Accounts.PAYABLE
+        journal_entry_id_2: int = add_journal_entry(self.client, form)
+        with self.app.app_context():
+            journal_entry: JournalEntry | None \
+                = db.session.get(JournalEntry, journal_entry_id_2)
+            self.assertIsNotNone(journal_entry)
+            line_item: JournalEntryLineItem \
+                = [x for x in journal_entry.line_items
+                   if x.account_code == Accounts.PAYABLE][0]
+        add_journal_entry(
+            self.client,
+            form={"csrf_token": self.csrf_token,
+                  "next": NEXT_URI,
+                  "date": date.today().isoformat(),
+                  "currency-1-code": line_item.currency_code,
+                  "currency-1-debit-1-original_line_item_id": line_item.id,
+                  "currency-1-debit-1-account_code": line_item.account_code,
+                  "currency-1-debit-1-amount": "1"})
+
+        # Cannot delete the journal entry that is in use
+        response = self.client.post(f"{PREFIX}/{journal_entry_id_2}/delete",
+                                    data={"csrf_token": self.csrf_token,
+                                          "next": NEXT_URI})
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"],
+                         f"{PREFIX}/{journal_entry_id_2}?next=%2F_next")
+
+        # Success
         response = self.client.get(detail_uri)
         self.assertEqual(response.status_code, 200)
         response = self.client.post(delete_uri,
@@ -1132,8 +1163,8 @@ class CashDisbursementJournalEntryTestCase(unittest.TestCase):
         from accounting.models import JournalEntry
         journal_entry_id: int \
             = add_journal_entry(self.client, self.__get_add_form())
-        editor_username, editor2_username = "editor", "editor2"
-        client, csrf_token = get_client(self.app, editor2_username)
+        editor_username, admin_username = "editor", "admin"
+        client, csrf_token = get_client(self.app, admin_username)
         detail_uri: str = f"{PREFIX}/{journal_entry_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{journal_entry_id}/update"
         journal_entry: JournalEntry
@@ -1157,7 +1188,7 @@ class CashDisbursementJournalEntryTestCase(unittest.TestCase):
             self.assertEqual(journal_entry.created_by.username,
                              editor_username)
             self.assertEqual(journal_entry.updated_by.username,
-                             editor2_username)
+                             admin_username)
 
     def test_delete(self) -> None:
         """Tests to delete a journal entry.
@@ -1531,7 +1562,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
             self.assertEqual(len(currencies[2].credit), 2)
             self.assertEqual(currencies[2].credit[0].no, 6)
             self.assertEqual(currencies[2].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies[2].credit[1].no, 7)
             self.assertEqual(currencies[2].credit[1].account.code,
                              Accounts.DONATION)
@@ -1697,7 +1728,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
             self.assertNotIn(currencies1[0].credit[1].id, old_id)
             self.assertEqual(currencies1[0].credit[1].no, 2)
             self.assertEqual(currencies1[0].credit[1].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
 
             self.assertEqual(currencies1[1].code, "EUR")
             self.assertEqual(len(currencies1[1].debit), 2)
@@ -1717,7 +1748,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
                              currencies0[2].credit[0].id)
             self.assertEqual(currencies1[1].credit[0].no, 3)
             self.assertEqual(currencies1[1].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies1[1].credit[1].id,
                              currencies0[2].credit[1].id)
             self.assertEqual(currencies1[1].credit[1].no, 4)
@@ -1806,8 +1837,8 @@ class TransferJournalEntryTestCase(unittest.TestCase):
         from accounting.models import JournalEntry
         journal_entry_id: int \
             = add_journal_entry(self.client, self.__get_add_form())
-        editor_username, editor2_username = "editor", "editor2"
-        client, csrf_token = get_client(self.app, editor2_username)
+        editor_username, admin_username = "editor", "admin"
+        client, csrf_token = get_client(self.app, admin_username)
         detail_uri: str = f"{PREFIX}/{journal_entry_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{journal_entry_id}/update"
         journal_entry: JournalEntry
@@ -1831,7 +1862,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
             self.assertEqual(journal_entry.created_by.username,
                              editor_username)
             self.assertEqual(journal_entry.updated_by.username,
-                             editor2_username)
+                             admin_username)
 
     def test_save_as_receipt(self) -> None:
         """Tests to save a transfer journal entry as a cash receipt journal
@@ -1883,7 +1914,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
             self.assertNotIn(currencies1[0].credit[1].id, old_id)
             self.assertEqual(currencies1[0].credit[1].no, 2)
             self.assertEqual(currencies1[0].credit[1].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
 
             self.assertEqual(currencies1[1].code, "EUR")
             self.assertEqual(len(currencies1[1].debit), 1)
@@ -1899,7 +1930,7 @@ class TransferJournalEntryTestCase(unittest.TestCase):
                              currencies0[2].credit[0].id)
             self.assertEqual(currencies1[1].credit[0].no, 3)
             self.assertEqual(currencies1[1].credit[0].account.code,
-                             Accounts.RENT)
+                             Accounts.RENT_INCOME)
             self.assertEqual(currencies1[1].credit[1].id,
                              currencies0[2].credit[1].id)
             self.assertEqual(currencies1[1].credit[1].no, 4)

tests/test_offset.py

@@ -26,8 +26,8 @@ from flask import Flask
 from flask.testing import FlaskCliRunner
 
 from test_site import db
-from testlib import create_test_app, get_client
-from testlib_journal_entry import Accounts, match_journal_entry_detail
+from testlib import Accounts, create_test_app, get_client
+from testlib_journal_entry import match_journal_entry_detail
 from testlib_offset import TestData, JournalEntryLineItemData, \
     JournalEntryData, CurrencyData
 

tests/test_option.py

@@ -0,0 +1,416 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/22
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The test for the options.
+
+"""
+import unittest
+from datetime import datetime, timedelta
+
+import httpx
+from click.testing import Result
+from flask import Flask
+from flask.testing import FlaskCliRunner
+
+from test_site import db
+from testlib import NEXT_URI, Accounts, create_test_app, get_client
+from testlib_offset import TestData
+
+PREFIX: str = "/accounting/options"
+"""The URL prefix for the option management."""
+DETAIL_URI: str = f"{PREFIX}?next=%2F_next"
+"""THE URI for the option detail."""
+EDIT_URI: str = f"{PREFIX}/edit?next=%2F_next"
+"""THE URI for the form to edit the options."""
+UPDATE_URI: str = f"{PREFIX}/update"
+"""THE URI to update the options."""
+
+
+class OptionTestCase(unittest.TestCase):
+    """The option test case."""
+
+    def setUp(self) -> None:
+        """Sets up the test.
+        This is run once per test.
+
+        :return: None.
+        """
+        self.app: Flask = create_test_app()
+
+        runner: FlaskCliRunner = self.app.test_cli_runner()
+        with self.app.app_context():
+            from accounting.models import BaseAccount, Option
+            result: Result
+            result = runner.invoke(args="init-db")
+            self.assertEqual(result.exit_code, 0)
+            if BaseAccount.query.first() is None:
+                result = runner.invoke(args="accounting-init-base")
+                self.assertEqual(result.exit_code, 0)
+            result = runner.invoke(args=["accounting-init-currencies",
+                                         "-u", "editor"])
+            self.assertEqual(result.exit_code, 0)
+            result = runner.invoke(args=["accounting-init-accounts",
+                                         "-u", "editor"])
+            self.assertEqual(result.exit_code, 0)
+            Option.query.delete()
+
+        self.client, self.csrf_token = get_client(self.app, "admin")
+        self.data: TestData = TestData(self.app, self.client, self.csrf_token)
+
+    def test_nobody(self) -> None:
+        """Test the permission as nobody.
+
+        :return: None.
+        """
+        client, csrf_token = get_client(self.app, "nobody")
+        response: httpx.Response
+
+        response = client.get(DETAIL_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.get(EDIT_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.post(UPDATE_URI, data=self.__get_form(csrf_token))
+        self.assertEqual(response.status_code, 403)
+
+    def test_viewer(self) -> None:
+        """Test the permission as viewer.
+
+        :return: None.
+        """
+        client, csrf_token = get_client(self.app, "viewer")
+        response: httpx.Response
+
+        response = client.get(DETAIL_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.get(EDIT_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.post(UPDATE_URI, data=self.__get_form(csrf_token))
+        self.assertEqual(response.status_code, 403)
+
+    def test_editor(self) -> None:
+        """Test the permission as editor.
+
+        :return: None.
+        """
+        client, csrf_token = get_client(self.app, "editor")
+        response: httpx.Response
+
+        response = client.get(DETAIL_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.get(EDIT_URI)
+        self.assertEqual(response.status_code, 403)
+
+        response = client.post(UPDATE_URI, data=self.__get_form(csrf_token))
+        self.assertEqual(response.status_code, 403)
+
+    def test_admin(self) -> None:
+        """Test the permission as administrator.
+
+        :return: None.
+        """
+        response: httpx.Response
+
+        response = self.client.get(DETAIL_URI)
+        self.assertEqual(response.status_code, 200)
+
+        response = self.client.get(EDIT_URI)
+        self.assertEqual(response.status_code, 200)
+
+        response = self.client.post(UPDATE_URI, data=self.__get_form())
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+    def test_set(self) -> None:
+        """Test to set the options.
+
+        :return: None.
+        """
+        from accounting.utils.options import options
+        form: dict[str, str]
+        response: httpx.Response
+
+        # Empty currency code
+        form = self.__get_form()
+        form["default_currency_code"] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Non-existing currency code
+        form = self.__get_form()
+        form["default_currency_code"] = "ZZZ"
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Empty current account
+        form = self.__get_form()
+        form["default_ie_account_code"] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Non-existing current account
+        form = self.__get_form()
+        form["default_ie_account_code"] = "9999-999"
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Not a current account
+        form = self.__get_form()
+        form["default_ie_account_code"] = Accounts.MEAL
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item name empty
+        form = self.__get_form()
+        key = [x for x in form if x.endswith("-name")][0]
+        form[key] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item account empty
+        form = self.__get_form()
+        key = [x for x in form if x.endswith("-account_code")][0]
+        form[key] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item non-expense account
+        form = self.__get_form()
+        key = [x for x in form
+               if x.startswith("recurring-expense-")
+               and x.endswith("-account_code")][0]
+        form[key] = Accounts.SERVICE
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item non-income account
+        form = self.__get_form()
+        key = [x for x in form
+               if x.startswith("recurring-income-")
+               and x.endswith("-account_code")][0]
+        form[key] = Accounts.UTILITIES
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item payable expense
+        form = self.__get_form()
+        key = [x for x in form
+               if x.startswith("recurring-expense-")
+               and x.endswith("-account_code")][0]
+        form[key] = Accounts.PAYABLE
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item receivable income
+        form = self.__get_form()
+        key = [x for x in form
+               if x.startswith("recurring-income-")
+               and x.endswith("-account_code")][0]
+        form[key] = Accounts.RECEIVABLE
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Recurring item description template empty
+        form = self.__get_form()
+        key = [x for x in form if x.endswith("-description_template")][0]
+        form[key] = " "
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], EDIT_URI)
+
+        # Success, with malformed order
+        with self.app.app_context():
+            self.assertEqual(options.default_currency_code, "USD")
+            self.assertEqual(options.default_ie_account_code, "1111-001")
+            self.assertEqual(len(options.recurring.expenses), 0)
+            self.assertEqual(len(options.recurring.incomes), 0)
+
+        response = self.client.post(UPDATE_URI, data=self.__get_form())
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            self.assertEqual(options.default_currency_code, "EUR")
+            self.assertEqual(options.default_ie_account_code, "0000-000")
+            self.assertEqual(len(options.recurring.expenses), 4)
+            self.assertEqual(options.recurring.expenses[0].account_code,
+                             Accounts.INSURANCE)
+            self.assertEqual(options.recurring.expenses[1].account_code,
+                             Accounts.POSTAGE)
+            self.assertEqual(options.recurring.expenses[2].account_code,
+                             Accounts.UTILITIES)
+            self.assertEqual(options.recurring.expenses[3].account_code,
+                             Accounts.RENT_EXPENSE)
+            self.assertEqual(len(options.recurring.incomes), 2)
+            self.assertEqual(options.recurring.incomes[0].account_code,
+                             Accounts.SERVICE)
+            self.assertEqual(options.recurring.incomes[1].account_code,
+                             Accounts.DONATION)
+
+        # Success, with no recurring data
+        form = self.__get_form()
+        form = {x: form[x] for x in form if not x.startswith("recurring-")}
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            self.assertEqual(len(options.recurring.expenses), 0)
+            self.assertEqual(len(options.recurring.incomes), 0)
+
+    def test_update_not_modified(self) -> None:
+        """Tests that the data is not modified.
+
+        :return: None.
+        """
+        from accounting.models import Option
+        form: dict[str, str]
+        option: Option | None
+        resource: httpx.Response
+
+        response = self.client.post(UPDATE_URI, data=self.__get_form())
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            timestamp: datetime = option.created_at - timedelta(seconds=5)
+            option.created_at = timestamp
+            option.updated_at = timestamp
+            db.session.commit()
+
+        # The recurring setting was not modified
+        form = self.__get_form()
+        form["default_currency_code"] = "JPY"
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            self.assertEqual(option.created_at, timestamp)
+            self.assertEqual(option.updated_at, timestamp)
+
+        # The recurring setting was modified
+        form = self.__get_form()
+        key: str = [x for x in form
+                    if x.startswith("recurring-expense-")
+                    and x.endswith("-account_code")][0]
+        form[key] = Accounts.MEAL
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            self.assertLess(option.created_at, option.updated_at)
+
+    def test_created_updated_by(self) -> None:
+        """Tests the created-by and updated-by record.
+
+        :return: None.
+        """
+        from accounting.models import Option
+        from accounting.utils.user import get_user_pk
+        admin_username, editor_username = "admin", "editor"
+        option: Option | None
+        response: httpx.Response
+
+        response = self.client.post(UPDATE_URI, data=self.__get_form())
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            editor_pk: int = get_user_pk(editor_username)
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            option.created_by_id = editor_pk
+            option.updated_by_id = editor_pk
+            db.session.commit()
+
+        form: dict[str, str] = self.__get_form()
+        key: str = [x for x in form
+                    if x.startswith("recurring-expense-")
+                    and x.endswith("-account_code")][0]
+        form[key] = Accounts.MEAL
+        response = self.client.post(UPDATE_URI, data=form)
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response.headers["Location"], DETAIL_URI)
+
+        with self.app.app_context():
+            option = db.session.get(Option, "recurring")
+            self.assertIsNotNone(option)
+            self.assertEqual(option.created_by.username, editor_username)
+            self.assertEqual(option.updated_by.username, admin_username)
+
+    def __get_form(self, csrf_token: str | None = None) -> dict[str, str]:
+        """Returns the option form.
+
+        :param csrf_token: The CSRF token.
+        :return: The option form.
+        """
+        if csrf_token is None:
+            csrf_token = self.csrf_token
+        return {"csrf_token": csrf_token,
+                "next": NEXT_URI,
+                "default_currency_code": "EUR",
+                "default_ie_account_code": "0000-000",
+                "recurring-expense-1-name": "Water bill",
+                "recurring-expense-1-account_code": Accounts.UTILITIES,
+                "recurring-expense-1-description_template":
+                    "Water bill for {last_bimonthly_name}",
+                "recurring-expense-3-no": "16",
+                "recurring-expense-3-name": "Phone bill",
+                "recurring-expense-3-account_code": Accounts.POSTAGE,
+                "recurring-expense-3-description_template":
+                    "Phone bill for {last_month_name}",
+                "recurring-expense-12-name": "Rent",
+                "recurring-expense-12-account_code": Accounts.RENT_EXPENSE,
+                "recurring-expense-12-description_template":
+                    "Rent for {this_month_name}",
+                "recurring-expense-26-no": "7",
+                "recurring-expense-26-name": "Insurance",
+                "recurring-expense-26-account_code": Accounts.INSURANCE,
+                "recurring-expense-26-description_template":
+                    "Insurance for {last_month_name}",
+                "recurring-income-2-no": "12",
+                "recurring-income-2-name": "Donation",
+                "recurring-income-2-account_code": Accounts.DONATION,
+                "recurring-income-2-description_template":
+                    "Donation for {this_month_name}",
+                "recurring-income-15-no": "4",
+                "recurring-income-15-name": "Payroll",
+                "recurring-income-15-account_code": Accounts.SERVICE,
+                "recurring-income-15-description_template":
+                    "Payroll for {last_month_name}"}

tests/test_site/__init__.py

@@ -72,11 +72,15 @@ def create_app(is_testing: bool = False) -> Flask:
         def can_view(self) -> bool:
             return auth.current_user() is not None \
                 and auth.current_user().username in ["viewer", "editor",
-                                                     "editor2"]
+                                                     "admin"]
 
         def can_edit(self) -> bool:
             return auth.current_user() is not None \
-                and auth.current_user().username in ["editor", "editor2"]
+                and auth.current_user().username in ["editor", "admin"]
+
+        def can_admin(self) -> bool:
+            return auth.current_user() is not None \
+                and auth.current_user().username == "admin"
 
         @property
         def cls(self) -> t.Type[auth.User]:
@@ -108,7 +112,7 @@ def init_db_command() -> None:
     """Initializes the database."""
     db.create_all()
     from .auth import User
-    for username in ["viewer", "editor", "editor2", "nobody"]:
+    for username in ["viewer", "editor", "admin", "nobody"]:
         if User.query.filter(User.username == username).first() is None:
             db.session.add(User(username=username))
     db.session.commit()

tests/test_site/auth.py

@@ -58,8 +58,8 @@ def login() -> redirect:
 
     :return: The redirection to the home page.
     """
-    if request.form.get("username") not in ["viewer", "editor", "editor2",
-                                            "nobody"]:
+    if request.form.get("username") not in {"viewer", "editor", "admin",
+                                            "nobody"}:
         return redirect(url_for("auth.login"))
     session["user"] = request.form.get("username")
     return redirect(url_for("home.home"))

tests/test_site/templates/base.html

@@ -27,7 +27,7 @@ First written: 2023/1/27
   <meta name="author" content="{{ "imacat" }}" />
   <link rel="stylesheet" type="text/css" href="https://cdn.jsdelivr.net/npm/bootstrap@5.2.3/dist/css/bootstrap.min.css" crossorigin="anonymous">
   <link rel="stylesheet" type="text/css" href="https://cdn.jsdelivr.net/npm/@fortawesome/fontawesome-free@6.2.1/css/all.min.css" crossorigin="anonymous">
-  <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/@eonasdan/tempus-dominus@6.2.10/dist/css/tempus-dominus.min.css" crossorigin="anonymous">
+  <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/@eonasdan/tempus-dominus@6.4.3/dist/css/tempus-dominus.min.css" crossorigin="anonymous">
   {% block styles %}{% endblock %}
   <script src="{{ url_for("babel_catalog") }}"></script>
   <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.2.3/dist/js/bootstrap.bundle.min.js" integrity="sha384-kenU1KFdBIe4zVF0s0G1M5b4hcpxyD9F7jL+jjXkk+Q2h455rYXK/7HAuoJl+0I4" crossorigin="anonymous"></script>

tests/test_site/templates/login.html

@@ -29,7 +29,7 @@ First written: 2023/1/27
   <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
   <button class="btn btn-primary" type="submit" name="username" value="viewer">{{ _("Viewer") }}</button>
   <button class="btn btn-primary" type="submit" name="username" value="editor">{{ _("Editor") }}</button>
-  <button class="btn btn-primary" type="submit" name="username" value="editor2">{{ _("Editor2") }}</button>
+  <button class="btn btn-primary" type="submit" name="username" value="admin">{{ _("Administrator") }}</button>
   <button class="btn btn-primary" type="submit" name="username" value="nobody">{{ _("Nobody") }}</button>
 </form>
 

tests/test_site/translations/zh_Hant/LC_MESSAGES/messages.po

@@ -9,8 +9,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Mia! Accounting Flask Demonstration 0.0.0\n"
 "Report-Msgid-Bugs-To: imacat@mail.imacat.idv.tw\n"
-"POT-Creation-Date: 2023-02-27 10:07+0800\n"
-"PO-Revision-Date: 2023-02-27 10:08+0800\n"
+"POT-Creation-Date: 2023-03-24 08:32+0800\n"
+"PO-Revision-Date: 2023-03-24 08:33+0800\n"
 "Last-Translator: imacat <imacat@mail.imacat.idv.tw>\n"
 "Language: zh_Hant\n"
 "Language-Team: zh_Hant <imacat@mail.imacat.idv.tw>\n"
@@ -18,27 +18,27 @@ msgstr ""
 "MIME-Version: 1.0\n"
 "Content-Type: text/plain; charset=utf-8\n"
 "Content-Transfer-Encoding: 8bit\n"
-"Generated-By: Babel 2.11.0\n"
+"Generated-By: Babel 2.12.1\n"
 
 #: tests/test_site/templates/base.html:23
 msgid "en"
 msgstr "zh-Hant"
 
-#: tests/test_site/templates/base.html:43
+#: tests/test_site/templates/base.html:46
 #: tests/test_site/templates/home.html:24
 msgid "Home"
 msgstr "首頁"
 
-#: tests/test_site/templates/base.html:68
+#: tests/test_site/templates/base.html:71
 msgid "Log Out"
 msgstr "登出"
 
-#: tests/test_site/templates/base.html:78
+#: tests/test_site/templates/base.html:81
 #: tests/test_site/templates/login.html:24
 msgid "Log In"
 msgstr "登入"
 
-#: tests/test_site/templates/base.html:119
+#: tests/test_site/templates/base.html:122
 msgid "Error:"
 msgstr "錯誤："
 
@@ -51,8 +51,8 @@ msgid "Editor"
 msgstr "記帳者"
 
 #: tests/test_site/templates/login.html:32
-msgid "Editor2"
-msgstr "記帳者2"
+msgid "Administrator"
+msgstr "管理者"
 
 #: tests/test_site/templates/login.html:33
 msgid "Nobody"

tests/testlib.py

@@ -26,6 +26,33 @@ from test_site import create_app
 
 TEST_SERVER: str = "https://testserver"
 """The test server URI."""
+NEXT_URI: str = "/_next"
+"""The next URI."""
+
+
+class Accounts:
+    """The shortcuts to the common accounts."""
+    CASH: str = "1111-001"
+    PETTY_CASH: str = "1112-001"
+    BANK: str = "1113-001"
+    NOTES_RECEIVABLE: str = "1131-001"
+    RECEIVABLE: str = "1141-001"
+    PREPAID: str = "1258-001"
+    NOTES_PAYABLE: str = "2131-001"
+    PAYABLE: str = "2141-001"
+    SALES: str = "4111-001"
+    SERVICE: str = "4611-001"
+    AGENCY: str = "4711-001"
+    RENT_EXPENSE: str = "6252-001"
+    OFFICE: str = "6253-001"
+    TRAVEL: str = "6254-001"
+    POSTAGE: str = "6256-001"
+    UTILITIES: str = "6261-001"
+    INSURANCE: str = "6262-001"
+    MEAL: str = "6272-001"
+    INTEREST: str = "7111-001"
+    DONATION: str = "7481-001"
+    RENT_INCOME: str = "7482-001"
 
 
 def create_test_app() -> Flask:
@@ -57,7 +84,6 @@ def get_csrf_token(client: httpx.Client) -> str:
     return client.get("/.csrf-token").text
 
 
-
 def get_client(app: Flask, username: str) -> tuple[httpx.Client, str]:
     """Returns a user client.
 

tests/testlib_journal_entry.py

@@ -26,36 +26,14 @@ import httpx
 from flask import Flask
 
 from test_site import db
+from testlib import NEXT_URI, Accounts
 
-NEXT_URI: str = "/_next"
-"""The next URI."""
 NON_EMPTY_NOTE: str = "  This is \n\na test."
 """The stripped content of an non-empty note."""
 EMPTY_NOTE: str = " \n\n  "
 """The empty note content."""
 
 
-class Accounts:
-    """The shortcuts to the common accounts."""
-    CASH: str = "1111-001"
-    PETTY_CASH: str = "1112-001"
-    BANK: str = "1113-001"
-    NOTES_RECEIVABLE: str = "1131-001"
-    RECEIVABLE: str = "1141-001"
-    PREPAID: str = "1258-001"
-    NOTES_PAYABLE: str = "2131-001"
-    PAYABLE: str = "2141-001"
-    SALES: str = "4111-001"
-    SERVICE: str = "4611-001"
-    AGENCY: str = "4711-001"
-    OFFICE: str = "6153-001"
-    TRAVEL: str = "6154-001"
-    MEAL: str = "6172-001"
-    INTEREST: str = "7111-001"
-    DONATION: str = "7481-001"
-    RENT: str = "7482-001"
-
-
 def get_add_form(csrf_token: str) -> dict[str, str]:
     """Returns the form data to add a new journal entry.
 
@@ -115,7 +93,7 @@ def get_add_form(csrf_token: str) -> dict[str, str]:
             "currency-16-debit-9-description": " Gas ",
             "currency-16-debit-9-amount": "30000",
             "currency-16-credit-6-no": "6",
-            "currency-16-credit-6-account_code": Accounts.RENT,
+            "currency-16-credit-6-account_code": Accounts.RENT_INCOME,
             "currency-16-credit-6-description": " Rent ",
             "currency-16-credit-6-amount": "35000",
             "currency-16-credit-9-account_code": Accounts.DONATION,
@@ -349,7 +327,7 @@ def __mess_up_currencies(form: dict[str, str]) -> dict[str, str]:
         f"{prefix}debit-14-description": "  ",
         f"{prefix}debit-14-amount": "14.55",
         f"{prefix}credit-16-no": "7",
-        f"{prefix}credit-16-account_code": Accounts.RENT,
+        f"{prefix}credit-16-account_code": Accounts.RENT_INCOME,
         f"{prefix}credit-16-description": " Bike ",
         f"{prefix}credit-16-amount": "19.5",
         f"{prefix}credit-22-no": "5",

tests/testlib_offset.py

@@ -26,8 +26,8 @@ import httpx
 from flask import Flask
 
 from test_site import db
-from testlib_journal_entry import Accounts, match_journal_entry_detail, \
-    NEXT_URI
+from testlib import NEXT_URI, Accounts
+from testlib_journal_entry import match_journal_entry_detail
 
 
 class JournalEntryLineItemData: