imacat/mia-accounting
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases 41 Wiki Activity

Commit Graph

  • 0c647d8f21 Moved the "accounting.reports.period" and "accounting.reports.income_expense_account" utility modules into the "accounting.reports.utils" module. 依瑪貓 2023-03-09 18:13:18 +0800
  • 5d1f87582e Moved the "accounting.report.reports.utils" module to "accounting.report.utils". It does not make sense to have a wierd and long module name just to make the import pretty. 依瑪貓 2023-03-09 18:09:08 +0800
  • ef086b3f81 Revised to simplify the YearPeriod period. 依瑪貓 2023-03-09 18:03:02 +0800
  • b4be1db712 Revised the imports in the "accounting.report.reports.utils.period_chooser" module. 依瑪貓 2023-03-09 18:00:38 +0800
  • 5d44ebdfd8 Revised the properties of the Today, Yesterday, and AllTime periods. 依瑪貓 2023-03-09 17:58:49 +0800
  • 9859604c81 Revised the documentation of the _set_properties method of the Period utility. 依瑪貓 2023-03-09 17:56:27 +0800
  • d31e495f6b Added the AllTime class as a named period. 依瑪貓 2023-03-09 17:49:55 +0800
  • 7c4102be44 Fixed the documentation of the "ReportType.SEARCH" enum item. 依瑪貓 2023-03-09 17:44:39 +0800
  • 1fd50e23d9 Changed the PeriodChooser utility from abstract to real, and replaced the various trivial subclasses with the get_url callable as the parameter. 依瑪貓 2023-03-09 17:43:21 +0800
  • 9635448f18 Added the missing documentation to the sections property of the PageParams data model in the income statement report. 依瑪貓 2023-03-09 17:36:33 +0800
  • e7f1ca332e Revised the imports in the modules of ledger, income and expenses log, trial balance, and income statement. 依瑪貓 2023-03-09 17:32:22 +0800
  • 3d2e40865e Revised the PeriodChooser utility to find the start of the data by itself. It can do that. It's child classes are all doing the same thing. There is no need to do that in its child classes. 依瑪貓 2023-03-09 17:20:52 +0800
  • 5132141c68 Renamed the "is_pay_off_needed" column of the Account data model to "is_offset_needed", and the "pay_off_target_id" column of the JournalEntry data model to "original_id". 依瑪貓 2023-03-09 17:16:05 +0800
  • e37f6792c9 Replaced aria-label with aria-labelled-by in the search modal of the report, for simplicity. 依瑪貓 2023-03-09 16:42:13 +0800
  • e6b1136a14 Fixed so that the brought-forward row is not added for norminal accounts in the ledger. 依瑪貓 2023-03-09 16:25:59 +0800
  • d7bc01ccb4 Updated the Sphinx documentation. 依瑪貓 2023-03-09 14:38:45 +0800
  • 27beff3f8f Renamed the accounting-search and accounting-search-label HTML ID to accounting-toolbar-search and accounting-toolbar-search-label, respectively. 依瑪貓 2023-03-09 14:32:05 +0800
  • c6c545b99f Removed the unused accounting-search-form, accounting-search-desktop-form, accounting-search-input, and accounting-search-label classes. 依瑪貓 2023-03-09 14:28:30 +0800
  • 6d5a2fae6a Applied the accounting-toolbar class to the base account list, account list, and currency list. 依瑪貓 2023-03-09 14:24:49 +0800
  • 8819eabcd0 Replaced the separated toolbar for the desktop and mobile screen with the accounting-toolbar class that acts differently on different screen sizes. 依瑪貓 2023-03-09 14:14:47 +0800
  • 3582d960ca Replaced the toolbar button group with individual buttons on the reports. 依瑪貓 2023-03-09 12:52:55 +0800
  • 02e10a301a Removed the unused custom "btn-actions" class from the templates. 依瑪貓 2023-03-09 12:22:53 +0800
  • f0187434d2 Fixed the error from the month chooser in the period chooser when the current period has no start as the default month. 依瑪貓 2023-03-09 12:15:37 +0800
  • 34af52e3c3 Revised the __add_owner_s_equity method of the AccountCollector of the balance sheet to receive the period instead of the URL, and does its job when there is an amount, so that the URL is build only when there is an amount. 依瑪貓 2023-03-09 12:00:56 +0800
  • 965df82c1c Fixed the logic in the __add_owner_s_equity method of the AccountCollector of the balance sheet, that when there is an existing balance, only set the URL when there's amount to be added. 依瑪貓 2023-03-09 11:55:12 +0800
  • df53f06094 Renamed the "accounting.report.reports.utils.get_url" module to "accounting.report.reports.utils.urls", and shortened the names of the utilities, for readability. 依瑪貓 2023-03-09 11:50:02 +0800
  • 140d3c6010 Added the get_balance_sheet_url utility to replace the common codes to retrieve the URL of an income statement. 依瑪貓 2023-03-09 11:37:06 +0800
  • a65dccac92 Added the get_journal_url utility to replace the common codes to retrieve the URL of an income statement. 依瑪貓 2023-03-09 11:34:29 +0800
  • 740e1cfac1 Added the get_trial_balance_url utility to replace the common codes to retrieve the URL of an income statement. 依瑪貓 2023-03-09 11:31:23 +0800
  • b62f31d385 Added the get_income_statement_url utility to replace the common codes to retrieve the URL of an income statement. 依瑪貓 2023-03-09 11:26:35 +0800
  • 1c740b9bbc Added the get_income_expenses_url utility to replace the common codes to retrieve the URL of an income and expenses log. 依瑪貓 2023-03-09 11:14:58 +0800
  • 380256eda7 Revised the imports in the reports. 依瑪貓 2023-03-09 11:04:12 +0800
  • 74b695c089 Added the get_ledger_url utility to replace the common codes to retrieve the URL of a ledger. 依瑪貓 2023-03-09 11:18:36 +0800
  • 6d1e705e4b Revised the documentation of the "accounting.report.reports.utils.csv_export" module. 依瑪貓 2023-03-09 10:49:42 +0800
  • 8abe20dba5 Revised the __set_data method of the trial balance and the __query_balances of the income statement for consistency. 依瑪貓 2023-03-09 10:49:11 +0800
  • ed7a8ac0fd Added the __query_balance method to the AccountCollector of balance sheet to simplify the queris in the __query_accumulated and __query_currency_period methods. 依瑪貓 2023-03-09 10:34:23 +0800
  • 74eee034d0 Replaced the "transaction" property with the "url" property in the ReportEntry model of the income and expenses log, so that the report entry does not need to keep the transaction object. 依瑪貓 2023-03-09 09:01:15 +0800
  • d19d23fe37 Replaced the "transaction" property with the "url" property in the ReportEntry model of ledger, so that the report entry does not need to keep the transaction object. 依瑪貓 2023-03-09 08:59:48 +0800
  • 4ce577d7d8 Removed the unused entry property from the ReportEntry model of the income and expenses log. 依瑪貓 2023-03-09 08:22:09 +0800
  • a340fad109 Removed the unused entry and account properties from the ReportEntry model of the ledger. 依瑪貓 2023-03-09 08:21:35 +0800
  • 555ad388bc Added the debit and credit pseudo properties to the JournalEntry data model, and retired the redundant ReportEntry model from the "accounting.report.reports.journal" module. 依瑪貓 2023-03-09 07:55:36 +0800
  • 2f27ad5bef Replaced querying the transactions later with the "selectinload" query option in the ledger. Retired the unused populate_entries function from the "accounting.report.reports.ledger" module. 依瑪貓 2023-03-09 07:52:01 +0800
  • c6487bf9d4 Replaced querying the transactions later with the "selectinload" query option in the income and expenses log. Retired the unused populate_entries function from the "accounting.report.reports.income_expenses" module. 依瑪貓 2023-03-09 07:47:54 +0800
  • ff3dd28cd7 Replaced querying the transactions later with the "selectinload" query option in the journal and search reports. Retired the unused populate_entries function from the "accounting.report.reports.journal" module. 依瑪貓 2023-03-09 07:43:25 +0800
  • a14ffa93ed Replaced querying the currencies later with the "selectinload" query option in the journal and search reports. 依瑪貓 2023-03-09 07:39:07 +0800
  • 672fcbcbdf Replaced querying the accounts later with the "selectinload" query option in the income and expenses log. 依瑪貓 2023-03-09 07:35:18 +0800
  • cb4258dd6d Removed the unused "is_total" property from the ReportEntry class of the journal. 依瑪貓 2023-03-09 07:31:06 +0800
  • 6fc21f82af Changed the entry parameter of the ReportEntry class in journal to be non-optional. There is no optional entry in its actual use. 依瑪貓 2023-03-09 07:30:04 +0800
  • 13e3ef5875 Replaced querying the accounts later with the "selectinload" query option in the journal and search reports, and restored the lazy setting in the account relationship of the JournalEntry data model. 依瑪貓 2023-03-09 07:21:01 +0800
  • 21b3320e66 Revised the add-txn-material-fab.html template to simplify the code to include it. 依瑪貓 2023-03-09 06:59:32 +0800
  • 5c47e63ae3 Moved the add-txn-material-fab.html template from the accounting/include directory to the accounting/report/include directory, because it is only used in the reports now. 依瑪貓 2023-03-09 06:58:45 +0800
  • f59378002e Removed the list_transactions view that is not used now. 依瑪貓 2023-03-09 06:56:04 +0800
  • 531e90e8ad Revised the imports in the "accounting.transaction.view" module. 依瑪貓 2023-03-09 06:52:34 +0800
  • 8fc33131dd Changed the transaction operation to return to the default journal instead of the transaction list. The transaction list is to be removed. There is no link to the transaction list at all, and it's layout is undecided. 依瑪貓 2023-03-09 06:51:14 +0800
  • 62716eb545 Fixed the report chooser to set the current report when the current report is the search page. 依瑪貓 2023-03-08 22:59:09 +0800
  • 14d5d1e8d6 Renamed the action-buttons.html template to toolbar-buttons.html. 依瑪貓 2023-03-08 22:55:56 +0800
  • 4306ed739f Added the is_search property to the report chooser to highlight the search when it is on the search page. 依瑪貓 2023-03-08 22:44:12 +0800
  • 1f87bc00e8 Removed the excess "with_type" from the success redirection of the update_transaction view. 依瑪貓 2023-03-08 22:10:21 +0800
  • ff9ff4bdcf Removed the excess "with_type" from the success redirection of the delete_transaction view. 依瑪貓 2023-03-08 22:07:00 +0800
  • 578233d66d Renamed the sort_accounts view to sort_transactions in the "accounting.transaction.views" module, and fixed its url endpoints on success. 依瑪貓 2023-03-08 22:04:26 +0800
  • 5e7f790f87 Moved the __get_csv_rows method of the Journal report to the get_csv_rows function, and revised the Search report to use it, because both of their __get_csv_rows methods are identical. 依瑪貓 2023-03-08 21:54:42 +0800
  • d64f354ee0 Added the DATE_SPEC_RE constant to simplify the regular expression matching in the _parse_period_spec function. 依瑪貓 2023-03-08 21:42:47 +0800
  • ba3d8c6d4e Removed a redundant test in the _parse_period_spec function in the "accounting.report.period" module. 依瑪貓 2023-03-08 21:37:26 +0800
  • 4f7f87b10d Removed an unused import from the "accounting.report.reports.utils" module. 依瑪貓 2023-03-08 21:34:00 +0800
  • 4273f99644 Fixed the regular expression to match the extra note in the summary for security, as suggested by SonarQube. 依瑪貓 2023-03-08 21:28:10 +0800
  • ffe834bedd Added the DATE_REQUIRED constant to the "accounting.transaction.forms" module as the common date field validator. 依瑪貓 2023-03-08 19:34:23 +0800
  • e448e009c9 Simplified the declaration of the "available_years" property in the PeriodChooser utility. 依瑪貓 2023-03-08 19:30:10 +0800
  • b6802c51bb Removed an excess blank line in the __get_since_desc method of the PeriodDescription utility. 依瑪貓 2023-03-08 19:27:17 +0800
  • 2515c1ea1f Added the __get_since_spec and __get_until_spec methods to simplify the __get_spec method in the PeriodSpecification utility. 依瑪貓 2023-03-08 19:26:49 +0800
  • 0ef6409f75 Revised the documentation of the PeriodDescription utility. 依瑪貓 2023-03-08 19:20:19 +0800
  • ed18b81ad8 Moved the code to compose the period specification from the Period utility to the PeriodSpecification utility, to simplify the code. 依瑪貓 2023-03-08 19:18:43 +0800
  • b46cec6fab Updated the translation. 依瑪貓 2023-03-08 19:11:46 +0800
  • 6c122666a0 Revised to simplify the PeriodDescription utility. 依瑪貓 2023-03-08 19:09:12 +0800
  • 7ddc9ececf Added the __format_day method to the PeriodDescription utility to simplify the code. 依瑪貓 2023-03-08 19:00:59 +0800
  • 4eebbd9692 Moved the code to compose the period description from the Period utility to the PeriodDescription utility, to simplify the code. 依瑪貓 2023-03-08 18:58:24 +0800
  • 338b49c965 Added the __get_since_desc and __get_until_desc methods to simplify the __get_desc method in the Period utility. 依瑪貓 2023-03-08 18:50:54 +0800
  • f438f97571 Revised the styles of the f-strings in the Period utility. 依瑪貓 2023-03-08 18:37:11 +0800
  • 9b273115a0 Removed the empty _set_properties method override from the YearPeriod period. 依瑪貓 2023-03-08 18:35:27 +0800
  • 58d1add810 Added type hints to the CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE constants. 依瑪貓 2023-03-08 18:32:27 +0800
  • c189615ca4 Renamed the CASH, ACCUMULATED_CHANGE, and NET_CHANGE constants to CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE, respectively, to avoid confusion. 依瑪貓 2023-03-08 18:31:35 +0800
  • 5687852dfb Added the _get_currency_options method to the BasePageParams class, and applied it to the currency_options pseudo property of the PageParams classes of the ledger, income and expenses log, trial balance, income statement, and balance sheet reports. 依瑪貓 2023-03-08 18:23:49 +0800
  • d74c62dbb7 Removed excess property documentation from the Journal and Search classes. 依瑪貓 2023-03-08 18:07:16 +0800
  • 987e98ebc0 Moved the code to collect the report entries to the EntryCollector class in the Search report. 依瑪貓 2023-03-08 18:06:14 +0800
  • 7083f22577 Revised the documentation in the page parameters and the report in the ledger and income and expenses log. 依瑪貓 2023-03-08 18:01:07 +0800
  • 7b10eb68bc Revised the documentation of the EntryCollector class in the ledger and income and expenses log. 依瑪貓 2023-03-08 17:59:56 +0800
  • f277010991 Renamed the TrialBalanceTotal class to Total, to be short and clear. 依瑪貓 2023-03-08 17:56:57 +0800
  • 729a7fd107 Renamed the TrialBalanceAccount, IncomeStatementAccount, and BalanceSheetAccount classes to ReportAccount, to be short and clear. 依瑪貓 2023-03-08 17:55:34 +0800
  • c8230c949d Renamed the Entry class to ReportEntry in the journal, ledger, income and expenses log, and search result, to be clear without confusion. 依瑪貓 2023-03-08 17:52:29 +0800
  • 3c98960efe Replaced the Entry CSVRow, and populate_entries in the "accounting.report.reports.search" module with those in the journal module, because their contents are identical. 依瑪貓 2023-03-08 17:49:54 +0800
  • c5d0d91a7d Renamed the _populate_entries functions to populate_entries in journal, ledger, income and expenses log, and search result, changing them from protected to public so that they can be reused. 依瑪貓 2023-03-08 17:47:30 +0800
  • fb06e9db44 Shortened the names of the BalanceSheetSubsection and BalanceSheetSubsection classes to Section and Subsection, respectively. 依瑪貓 2023-03-08 17:41:07 +0800
  • d47e2e231b Shortened the names of the IncomeStatementSection, IncomeStatementSubsection, and IncomeStatementAccumulatedTotal classes to Section, Subsection, and AccumulatedTotal, respectively. 依瑪貓 2023-03-08 17:40:08 +0800
  • cb89f34455 Renamed the "PageParams" class to "BasePageParams", and renamed its module from "accounting.report.reports.utils.page_params" to "accounting.report.reports.utils.base_page_params". Renamed all its subclasses to PageParams, to shorten their names and make code more readable. 依瑪貓 2023-03-08 17:27:19 +0800
  • 11ab4a4ba6 Revised the documentation of the CSV rows for the reports. 依瑪貓 2023-03-08 17:21:14 +0800
  • 5dc8387ad9 Fixed the incorrect account in the __add_current_period method of the AccountCollector class in the "accounting.report.reports.balance_sheet" module. 依瑪貓 2023-03-08 14:48:51 +0800
  • 26b70bb625 Fixed the logic for all-time in the period_spec function in the "accounting.report.reports.utils.csv_export" module. 依瑪貓 2023-03-08 14:44:18 +0800
  • f30a96d7e9 Simplified the logic in the period_spec method in the "accounting.report.reports.utils.csv_export" module. 依瑪貓 2023-03-08 14:42:39 +0800
  • a1627b7fbf Revised to use a simpler way to run the class methods in the __get_desc method of the Period utility, to prevent confusion with SonarQube. 依瑪貓 2023-03-08 14:31:36 +0800
  • 7c3b8c8f44 Revised to store the newly-constructed period chooser and month chooser in variables to prevent SonarQube from complaining. 依瑪貓 2023-03-08 14:22:29 +0800
  • b19f4fa939 Added "use strict"; to all the JavaScript files. 依瑪貓 2023-03-08 14:08:40 +0800