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  • 41c3e06ce4 Removed the period chooser JavaScript from the search result page. 依瑪貓 2023-03-08 14:05:50 +0800
  • 8a3df7a689 Revised the search report to match the amount when the query keyword is a number, instead of matching the amount as a text string. For example, "0150.00" matches 150, while "50" does not match 150. 依瑪貓 2023-03-08 13:59:00 +0800
  • 196a115c99 Revised the coding style in the __get_transaction_condition method of the Search report. 依瑪貓 2023-03-08 13:46:11 +0800
  • 005f9083aa Revised the constructor of the IncomeExpensesAccount pseudo account. 依瑪貓 2023-03-08 12:16:49 +0800
  • 12dbae56c4 Revised the f-strings in the "accounting.models" module. 依瑪貓 2023-03-08 12:13:59 +0800
  • a98723c57b Removed an unused import from the "accounting.utils.pagination" module. 依瑪貓 2023-03-08 12:09:09 +0800
  • d5bd3b8383 Fixed an HTML error in the template of the trial balance. 依瑪貓 2023-03-08 12:08:13 +0800
  • 617dd29f23 Added the period_spec function to be used to compose the download file name, to replace the spec property of the Period utility. 依瑪貓 2023-03-08 11:55:52 +0800
  • b0a4a735f3 Added the is_a_month property to the Period utility. 依瑪貓 2023-03-08 11:37:05 +0800
  • 41770e38b8 Updated the translation. 依瑪貓 2023-03-08 11:32:21 +0800
  • d8a6614543 Fixed the text for the account used in the titles of the ledger and the income and expenses log. 依瑪貓 2023-03-08 11:32:07 +0800
  • 8d76b5130e Fixed the localization function used in the titles of the reports. 依瑪貓 2023-03-08 11:30:19 +0800
  • 43fc4b9b8d Renamed "total revenue" to "total operating revenue". 依瑪貓 2023-03-08 11:19:41 +0800
  • 3ed8d7f1d2 Removed the now-unused table-row-link.js. It is replaced by the grid display. 依瑪貓 2023-03-08 11:10:21 +0800
  • ea7c194d7e Revised the period-chooser.html template to simplify the code to include it. 依瑪貓 2023-03-08 11:09:11 +0800
  • 041a905fc0 Added font-awesome icons to the report chooser. 依瑪貓 2023-03-08 11:03:52 +0800
  • 10d1be8bd1 Added the action-buttons.html template and retired the report-chooser.html and currency-chooser.html templates, as the template for the common action buttons. 依瑪貓 2023-03-08 10:33:28 +0800
  • 6e1d35eda4 Revised the report-chooser.html template to simplify the reports. 依瑪貓 2023-03-08 07:51:48 +0800
  • 52b5151fe0 Added the currency-chooser.html template to simplify the templates of the report. 依瑪貓 2023-03-08 07:49:34 +0800
  • f9fc033de6 Removed the unused RECEIVABLE, PAYABLE, and BROUGHT_FORWARD constants and the unused receivable(), payable(), brought_forward(), and net_change() shortcut methods from the Account data model. 依瑪貓 2023-03-08 07:43:03 +0800
  • 116d00a557 Replaced the hard-coded cash account codes with the ACCUMULATED_CHANGE and NET_CHANGE constants and the accumulated_change() method of the Account data model. 依瑪貓 2023-03-08 07:41:19 +0800
  • 329e3d5362 Replaced the hard-coded cash account codes with the CASH constant and the cash() method of the Account data model. 依瑪貓 2023-03-08 07:38:57 +0800
  • 47e8944f06 Changed the constants of the common account codes in the Account data model from private to public. 依瑪貓 2023-03-08 07:37:50 +0800
  • e7c43ae390 Revised the documentation to use the term "income and expenses log" instead of "income and expenses", for consistency. 依瑪貓 2023-03-08 07:34:33 +0800
  • b8b51b34d3 Added the income-expenses-row-desktop.html and ledger-row-desktop.html templates to simplify templates of the income and expenses log and ledger. 依瑪貓 2023-03-08 07:30:28 +0800
  • d083036719 Renamed the income-expenses-mobile-row.html and ledger-mobile-row.html templates to income-expenses-row-mobile.html and ledger-row-mobile.html, respectively. 依瑪貓 2023-03-08 07:24:33 +0800
  • 7fe81c710b Added the balance-sheet-section.html template to simplify the template of balance sheet. 依瑪貓 2023-03-08 07:20:20 +0800
  • 9993f65627 Added the search to the accounting data. 依瑪貓 2023-03-08 01:50:24 +0800
  • fe01d5418d Fixed to limit the width of the search box in the currency list, base account list, account list, and transaction list. 依瑪貓 2023-03-08 01:38:08 +0800
  • 2f7b9932a0 Added the base report class to ensure that the reports can both be shown on the page and downloaded as CSV. 依瑪貓 2023-03-08 00:41:34 +0800
  • 1eed16b732 Added the pseudo account for the income and expenses log to query the income and expenses log of the current assets and liabilities. 依瑪貓 2023-03-08 00:27:40 +0800
  • ede1160943 Fixed the ledger and the income and expenses log not to show the total entry when there is actually no data. 依瑪貓 2023-03-07 23:32:28 +0800
  • 3814f0cb18 Added the missing accounting_format_amount filter to the total of the ledger. 依瑪貓 2023-03-07 23:25:00 +0800
  • 24315b8203 Fixed the styles of the negative numbers in the reports with red and braced absolute values. 依瑪貓 2023-03-07 23:21:18 +0800
  • 3c200d0dc6 Fixed the sign of the amount in income statement. 依瑪貓 2023-03-07 23:15:46 +0800
  • 9f1e724875 Added the "accounting.report.reports.csv_export" module to handle the CSV export in one place. 依瑪貓 2023-03-07 22:45:29 +0800
  • f838e7f893 Moved the utilities that are only for the report generators from the "accounting.report" module to the "accounting.report.reports.utils" module. 依瑪貓 2023-03-07 22:33:16 +0800
  • edb893ecd3 Replaced the report generators with a separated module for each report, to work with the diversity of the report formats without messing-up one another. 依瑪貓 2023-03-07 22:26:51 +0800
  • 436a4c367f Added the balance sheet. 依瑪貓 2023-03-07 16:56:44 +0800
  • 1813ce0cfa Removed the unused and empty __get_category method from the IncomeStatement report. 依瑪貓 2023-03-07 12:54:11 +0800
  • 7683347997 Removed a non-existing parameter from the documentation of the constructor of the IncomeStatementParams class. 依瑪貓 2023-03-07 12:43:20 +0800
  • 46ffc7a73d Changed the display style of the rows in the income statement from grid to flex, to simplify the layout. 依瑪貓 2023-03-07 12:39:29 +0800
  • e0a807d625 Fixed the style of the indent and total line of the income statement. 依瑪貓 2023-03-07 12:35:56 +0800
  • dffcf6d2ce Removed the unused is_account pseudo property in the IncomeStatementRow row. 依瑪貓 2023-03-07 12:26:27 +0800
  • 84d239e4b1 Added the income statement. 依瑪貓 2023-03-07 09:56:10 +0800
  • fcefc64117 Removed an excess closing </div> in the template of the trial balance. 依瑪貓 2023-03-07 09:23:11 +0800
  • 81fbb380b4 Renamed the variable select_trial_balance to select_balances in the __query_balances method of the TrialBalance report. 依瑪貓 2023-03-07 08:27:52 +0800
  • d7ac8a3dcf Fixed the documentation of the TrialBalanceRow class. 依瑪貓 2023-03-07 07:36:32 +0800
  • bcd3418e2c Fixed the documentation in the constructor of the trail balance. 依瑪貓 2023-03-07 07:34:15 +0800
  • ef9e5cb5b3 Split the report parameters from the report class so that it works better with both CSV export and HTML templates. 依瑪貓 2023-03-06 23:37:20 +0800
  • e797cfeb8c Simplified the logic to test the total row in the ledger and income and expenses. 依瑪貓 2023-03-06 16:26:13 +0800
  • 22bae7f766 Replaced the <ul></ul> list with CSS "display: grid" for the trial balance, to allow using <a></a> as the table row. 依瑪貓 2023-03-06 08:24:05 +0800
  • aa669e9f53 Replaced tables with CSS "display: grid" for the journal, ledger, and income and expenses, to allow using <a></a> as the table row. 依瑪貓 2023-03-06 08:15:10 +0800
  • 898a1af7b5 Revised the separation lines in the table headers and footers of the ledger tables. 依瑪貓 2023-03-06 07:00:53 +0800
  • f762bcf48f Replaced the duplicated "accounting-transaction-card" and "accounting-report-card" CSS classes with the "accounting-sheet" class, for simplicity. 依瑪貓 2023-03-06 02:36:37 +0800
  • 5d4effa360 Added the "debit" and "credit" properties to, and removed the "is_debit" property from the JournalRow row, to reduce the amount of logic in the template of the journal. 依瑪貓 2023-03-06 02:32:02 +0800
  • dd05478bf3 Simplified the syntax to retrieve query arguments in the templates, and reduced the amount of logic in the templates. 依瑪貓 2023-03-06 02:25:25 +0800
  • 9450915404 Added the "default" filter to reduce the amount of logic in the templates, which differs from the Jinja2 "default" filter in that it looks for None instead of undefined values. 依瑪貓 2023-03-06 02:13:37 +0800
  • 8d126e183f Changed the date field of the transaction forms to set the default value in the view, but not the form, so that the default value is not set when it did not receive a value. 依瑪貓 2023-03-06 01:58:32 +0800
  • bfb08cf5fc Changed the format_amount_input filter to accept None, and return an empty string if the value is None. 依瑪貓 2023-03-06 01:35:04 +0800
  • a7bcf4b5c1 Changed the format_amount template filter to return None when the value is None. 依瑪貓 2023-03-06 01:16:07 +0800
  • cd49ca44b1 Fixed to avoid getting the income and expenses with accounts that are not current assets and liabilities when switching from the ledger. 依瑪貓 2023-03-06 00:29:29 +0800
  • 734362396f Adding the missing currency when constructing the report chooser in the trial balance. 依瑪貓 2023-03-06 00:26:07 +0800
  • 88147bea66 Revised the currency in the titles and options of the ledger, income and expenses, and trial balance. 依瑪貓 2023-03-06 00:24:20 +0800
  • cca43c68a6 Added trial balance. 依瑪貓 2023-03-06 00:20:11 +0800
  • 480e2d2d8f Simplified the invocation of the super class constructor in the subclasses of Period. 依瑪貓 2023-03-05 23:02:26 +0800
  • be100ce7ec Simplified the constructors of the period choosers. 依瑪貓 2023-03-05 22:58:08 +0800
  • eca91d32ed Fixed the documentation of the IncomeExpensesPeriodChooser class. 依瑪貓 2023-03-05 22:56:32 +0800
  • 1f95212494 Revised to use the title case in the CSV output of the journal and income and expenses. 依瑪貓 2023-03-05 22:46:23 +0800
  • 0173104c84 Revised the currency field in the CSV output of the journal. 依瑪貓 2023-03-05 22:45:02 +0800
  • 6e33fa775d Revised the __query_entries method of the IncomeExpenses report to be clear. 依瑪貓 2023-03-05 22:41:00 +0800
  • e244ff70e6 Simplified the SQL query in the currency_options and account_options pseudo properties in the Ledger report and the account_options pseudo property in the IncomeExpenses report. 依瑪貓 2023-03-05 22:34:52 +0800
  • ace782a26b Replaced "sa.select" with "sa.Select" in the account_options pseudo property of the IncomeExpenses report. 依瑪貓 2023-03-05 22:30:09 +0800
  • 90289a0db2 Fixed the account options to list only the current assets and liabilities for the income and expenses. 依瑪貓 2023-03-05 22:28:28 +0800
  • 7e7e1a2844 Revised so that the amounts won't wrap in the income and expenses. 依瑪貓 2023-03-05 22:19:42 +0800
  • ddd028736c Revised the balance in the mobile view of the income and expenses. 依瑪貓 2023-03-05 22:18:22 +0800
  • e1d35a64da Revised the account shown in the journal. 依瑪貓 2023-03-05 22:16:07 +0800
  • 39807ef480 Added the income and expenses. 依瑪貓 2023-03-05 22:10:30 +0800
  • 39723b1299 Removed the lazy setting from the account relationship of the JournalEntry data model. It results in problems in the income and expense report. 依瑪貓 2023-03-05 19:14:07 +0800
  • 8cd004bede Revised the documentation of the ledger. 依瑪貓 2023-03-05 18:16:43 +0800
  • 4f112dd386 Revised the documentation of the report row classes. 依瑪貓 2023-03-05 18:14:32 +0800
  • b806b1ed1f Added note to the CSV output of ledgers. 依瑪貓 2023-03-05 17:41:34 +0800
  • 1d0a79e33c Changed the CSV field name to be title-cased. 依瑪貓 2023-03-05 17:38:17 +0800
  • d4a690ebbc Removed the text of the action buttons of currency and account filters for the small screens, to fit in the screen. 依瑪貓 2023-03-05 17:33:54 +0800
  • 68687897f3 Changed the icons for the reports and accounts to be more accessible. 依瑪貓 2023-03-05 17:32:33 +0800
  • a7250fd9bf Replaced transactions with reports in the navigation menu. 依瑪貓 2023-03-05 17:25:33 +0800
  • eabe80b790 Added ledger. 依瑪貓 2023-03-05 14:25:00 +0800
  • fe77f87110 Fixed a regular expression in the _parse_period_spec function of the period utility. 依瑪貓 2023-03-05 14:24:51 +0800
  • 32c27d7c07 Fixed an error finding the end of month in the __get_month_spec method of the Period utility. 依瑪貓 2023-03-05 12:06:16 +0800
  • 14b871b57a Fixed the format_amount filter to deal with negative numbers with decimals correctly. 依瑪貓 2023-03-05 11:48:34 +0800
  • 9d5fce2752 Fixed the documentation of the Journal report. 依瑪貓 2023-03-04 20:14:08 +0800
  • d333151731 Revised the documentation of the __get_journal_list view. 依瑪貓 2023-03-04 20:12:13 +0800
  • b2e500a714 Fixed the documentation of the get_default_journal_list view. 依瑪貓 2023-03-04 20:10:59 +0800
  • b705795b44 Moved the ReportType enumeration from the "accounting.report.report_chooser" module to the new "accounting.report.report_type" module. 依瑪貓 2023-03-04 19:56:07 +0800
  • 250f4ff1ae Revised the imports in the "accounting.report.reports" module 依瑪貓 2023-03-04 19:52:45 +0800
  • 6bed180790 Renamed the TransactionTypeEnum enum to TransactionType. 依瑪貓 2023-03-04 19:39:13 +0800
  • 10fbc3f638 Renamed the "accounting.transaction.dispatcher" module to "accounting.transaction.operators". 依瑪貓 2023-03-04 19:36:53 +0800
  • f65dc6fc42 Renamed the TransactionType class to TransactionOperator. 依瑪貓 2023-03-04 19:36:07 +0800
  • 9833bac6e4 Added the TransactionTypeEnum in the new "accounting.utils.txn_types" module to remove the dependency from the "accounting.report" module to the "accounting.transaction" module. 依瑪貓 2023-03-04 19:30:04 +0800
  • 7d412b20d7 Moved the material floating action button template to add new transactions from the "accounting/transaction/include" directory to the "accounting/include" directory, and renamed it from add-new-material-fab.html to add-txn-material-fab.htm, as it will also be used in the reports, not only the transaction management. 依瑪貓 2023-03-04 18:40:00 +0800