Commit Graph

  • 6e33fa775d Revised the __query_entries method of the IncomeExpenses report to be clear. imacat 2023-03-05 22:41:00 +08:00
  • 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. imacat 2023-03-05 22:34:52 +08:00
  • ace782a26b Replaced "sa.select" with "sa.Select" in the account_options pseudo property of the IncomeExpenses report. imacat 2023-03-05 22:30:09 +08:00
  • 90289a0db2 Fixed the account options to list only the current assets and liabilities for the income and expenses. imacat 2023-03-05 22:28:28 +08:00
  • 7e7e1a2844 Revised so that the amounts won't wrap in the income and expenses. imacat 2023-03-05 22:19:42 +08:00
  • ddd028736c Revised the balance in the mobile view of the income and expenses. imacat 2023-03-05 22:18:22 +08:00
  • e1d35a64da Revised the account shown in the journal. imacat 2023-03-05 22:16:07 +08:00
  • 39807ef480 Added the income and expenses. imacat 2023-03-05 22:10:30 +08:00
  • 39723b1299 Removed the lazy setting from the account relationship of the JournalEntry data model. It results in problems in the income and expense report. imacat 2023-03-05 19:14:07 +08:00
  • 8cd004bede Revised the documentation of the ledger. imacat 2023-03-05 18:16:43 +08:00
  • 4f112dd386 Revised the documentation of the report row classes. imacat 2023-03-05 18:14:32 +08:00
  • b806b1ed1f Added note to the CSV output of ledgers. imacat 2023-03-05 17:41:34 +08:00
  • 1d0a79e33c Changed the CSV field name to be title-cased. imacat 2023-03-05 17:38:17 +08:00
  • d4a690ebbc Removed the text of the action buttons of currency and account filters for the small screens, to fit in the screen. imacat 2023-03-05 17:33:54 +08:00
  • 68687897f3 Changed the icons for the reports and accounts to be more accessible. imacat 2023-03-05 17:32:33 +08:00
  • a7250fd9bf Replaced transactions with reports in the navigation menu. imacat 2023-03-05 17:25:33 +08:00
  • eabe80b790 Added ledger. imacat 2023-03-05 14:25:00 +08:00
  • fe77f87110 Fixed a regular expression in the _parse_period_spec function of the period utility. imacat 2023-03-05 14:24:51 +08:00
  • 32c27d7c07 Fixed an error finding the end of month in the __get_month_spec method of the Period utility. imacat 2023-03-05 12:06:16 +08:00
  • 14b871b57a Fixed the format_amount filter to deal with negative numbers with decimals correctly. imacat 2023-03-05 11:48:34 +08:00
  • 9d5fce2752 Fixed the documentation of the Journal report. imacat 2023-03-04 20:14:08 +08:00
  • d333151731 Revised the documentation of the __get_journal_list view. imacat 2023-03-04 20:12:13 +08:00
  • b2e500a714 Fixed the documentation of the get_default_journal_list view. imacat 2023-03-04 20:10:59 +08:00
  • b705795b44 Moved the ReportType enumeration from the "accounting.report.report_chooser" module to the new "accounting.report.report_type" module. imacat 2023-03-04 19:56:07 +08:00
  • 250f4ff1ae Revised the imports in the "accounting.report.reports" module imacat 2023-03-04 19:52:45 +08:00
  • 6bed180790 Renamed the TransactionTypeEnum enum to TransactionType. imacat 2023-03-04 19:39:13 +08:00
  • 10fbc3f638 Renamed the "accounting.transaction.dispatcher" module to "accounting.transaction.operators". imacat 2023-03-04 19:36:53 +08:00
  • f65dc6fc42 Renamed the TransactionType class to TransactionOperator. imacat 2023-03-04 19:36:07 +08:00
  • 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. imacat 2023-03-04 19:30:04 +08:00
  • 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. imacat 2023-03-04 18:40:00 +08:00
  • 9bfcd3c50c Added the journal report as the first accounting report. imacat 2023-03-04 18:29:00 +08:00
  • 55c2ce6695 Added Tempus Dominus to the CDN of the test site. imacat 2023-03-04 14:21:54 +08:00
  • 493677e0aa Added "crossorigin" to the CDN stylesheets in the test site. imacat 2023-03-04 14:15:32 +08:00
  • 710c26d016 Fixed the documentation in the JavaScript SummeryHelper class. imacat 2023-03-04 13:44:51 +08:00
  • 24415018b7 Reordered the properties in the JavaScript SummeryHelper class. imacat 2023-03-04 13:44:28 +08:00
  • c50b9a2000 Removed the unused tab and page classes from the templates of the summary editor. imacat 2023-03-04 10:50:26 +08:00
  • af9bd14eed Removed the unused tab ID from the template of the summary editor. imacat 2023-03-04 10:40:11 +08:00
  • 9e1ff16e96 Fixed the aria-labelledby in the template of the summary editor. imacat 2023-03-04 10:38:14 +08:00
  • f7c1fd77f2 Added blank lines and documentation to the template of the summary editor. imacat 2023-03-04 10:35:56 +08:00
  • 641315537d Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the transaction order, account order, currency form, and the speed dial for the material floating action buttons. imacat 2023-03-04 08:24:54 +08:00
  • a895bd8560 Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the drop-and-drop reorder. imacat 2023-03-04 08:18:52 +08:00
  • ca86a08f3e Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the account form. imacat 2023-03-04 08:14:05 +08:00
  • e118422441 Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the account selector. imacat 2023-03-04 08:02:02 +08:00
  • b3777cffbf Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the transaction form. imacat 2023-03-04 07:53:31 +08:00
  • 39c9c17007 Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the summary editor to avoid messing up with the "this" object. imacat 2023-03-04 07:49:14 +08:00
  • 3ab4eacf9f Moved the "accounting.transaction.template_globals" module to "accounting.template_globals", for the two template globals will be used in the reports beside the transaction management. imacat 2023-03-04 07:06:03 +08:00
  • cff3d1b6bd Revised the code order in the init_app function in the "accounting" module. imacat 2023-03-04 01:25:31 +08:00
  • f41db78831 Revised the summary helper so that when the summary is changed with the tag changed, the on-change callback is run to check the tag button status. imacat 2023-03-04 00:18:54 +08:00
  • 73f7d14e7b Fixed so that the values of the input fields are trimmed before composing the summary when they are changed. imacat 2023-03-04 00:09:30 +08:00
  • f6ed6b10a7 Revised the summary editor to allow the "*" start character as the multiplication operation in addition to the "×" times character. imacat 2023-03-04 00:05:15 +08:00
  • b5aaee4d15 Renamed the "number" tab plane to "annotation". imacat 2023-03-03 23:55:02 +08:00
  • c849d6b3d4 Revised the numer tab plane in the summary editor. imacat 2023-03-03 23:50:34 +08:00
  • a9908a7df4 Simplified the regular expression in the populate method of the GeneralTagTab class in the summary editor. imacat 2023-03-03 23:48:42 +08:00
  • 063c769158 Renamed the variables in the summary editor. imacat 2023-03-03 23:44:43 +08:00
  • f8e9871300 Fixed to trim the summary when it is changed in the summary editor. imacat 2023-03-03 23:42:47 +08:00
  • 78a62a9575 Added a "note" field to the summary editor. imacat 2023-03-03 23:39:34 +08:00
  • 85fde6219e Fixed an HTML ID in the summary editor modal. imacat 2023-03-03 23:25:52 +08:00
  • 4eb9346d8d Renamed summary helper to summary editor. imacat 2023-03-03 23:24:24 +08:00
  • 11966a52ba Fixed a variable name in the #initializeAccountQuery method of the JavaScript AccountSelector class. imacat 2023-03-03 23:22:36 +08:00
  • 8cf81b5459 Revised the documentation of the "accounting.account.queries", "accounting.base_account.queries", "accounting.currency.queries", and "accounting.transaction.queries" modules. imacat 2023-03-03 23:09:20 +08:00
  • cc958a39b3 Moved the format_amount and format_date template filters from the "accounting.transaction.template_filters" module to the "accounting.template_filters" module, and rename the filters from "accounting_txn_format_amount" and "accounting_txn_format_date" to "accounting_format_amount" and "accounting_format_date", respectively. They will not only be used in the transaction management, but also the reports. imacat 2023-03-03 18:38:11 +08:00
  • 9065686cc5 Split the "accounting.transaction.template" module into the "accounting.transaction.template_filters" and "accounting.transaction.template_globals" modules. imacat 2023-03-03 18:28:59 +08:00
  • 9a41cb10a1 Rewrote the summary helper, added the TabPlane classes so that the internal states of the summary helper is stored in the tab plane objects instead of passing the as parameters and variables. imacat 2023-03-03 13:18:29 +08:00
  • 6957e52d0d Renamed the "accounting.account.query", "accounting.base_account.query", "accounting.currency.query", and "accounting.transaction.query" modules to "accounting.account.queries", "accounting.base_account.queries", "accounting.currency.queries", and "accounting.transaction.queries", respectively. There will be more than one query in the next report module. imacat 2023-03-03 01:12:36 +08:00
  • 9cd9e90be0 Renamed the variables in the tests of the AccountTestCase and CurrencyTestCase test cases, for simplicity. imacat 2023-03-01 21:09:14 +08:00
  • 2839dc60b4 Revised the documentation of the PREFIX constant in test_account.py, test_currency.py, and test_transaction.py. imacat 2023-03-01 20:22:27 +08:00
  • f3548a2327 Advanced to version 0.4.0. v0.4.0 imacat 2023-03-01 01:49:08 +08:00
  • 79883d6940 Changed the Sphinx documentation scheme from "nature" to "sphinx_rtd_theme", to prepare for publishing in the future. imacat 2023-03-01 01:48:56 +08:00
  • b2bc993416 Replaced the #populate method with the #parseAndPopulate method that is used both when starting the summary helper and when the summary input is updated. imacat 2023-03-01 01:45:38 +08:00
  • 453b3f0da5 Renamed the #tagInputOnChange method to #onTagInputChange in the JavaScript summary helper. imacat 2023-03-01 01:31:25 +08:00
  • 63ae3f0746 Replace the is_in_use pseudo property of the Account data model with the AccountOption class, and revised the #getAccountCodeUsedInForm method of the SummaryHelper, to solve the issue that the list of used accounts should be different for debit and credit entries. imacat 2023-03-01 01:28:25 +08:00
  • da4cc6489f Removed the direction arrows from the tab navigation in the summary helper. imacat 2023-03-01 00:59:40 +08:00
  • 1102a3a4f3 Updated the translation. imacat 2023-03-01 00:51:58 +08:00
  • 1402a12f04 Simplified the logic in the add_txn function in testlib_txn.py. imacat 2023-03-01 00:27:39 +08:00
  • f049b5d7ee Revised the form data used in the SummeryHelperTestCase test case, to avoid problems with SonarQube. imacat 2023-03-01 00:24:50 +08:00
  • 14ed4ca354 Added the #initializeTagButtons and #tagInputOnChange methods to the JavaScript SummaryHelper to simplify the code. imacat 2023-03-01 00:22:17 +08:00
  • 535ff96ab3 Revised the JavaScript regular expressions used in the summary helper, as suggested by SonarQube for security. imacat 2023-02-28 23:53:56 +08:00
  • 57482f81fc Revised the transaction form to start a new journal entry with the journal entry form instead of the summary helper, because it feels strange when the user want to leave the summary empty. imacat 2023-02-28 23:43:31 +08:00
  • a31ce3c400 Replaced the function-based JavaScript account selector with the AccountSelector class that does things better. imacat 2023-02-28 23:30:38 +08:00
  • 319f0aed90 Fixed a documentation in the JavaScript summary helper. imacat 2023-02-28 22:54:20 +08:00
  • 826dcf0f86 Revised the documentation of the JavaScript for the summary helper. imacat 2023-02-28 22:47:04 +08:00
  • b2411aee74 Updated the Sphinx documentation. imacat 2023-02-28 22:44:40 +08:00
  • 731acdced0 Revised the HTML in the summary helper template. imacat 2023-02-28 22:38:37 +08:00
  • 35b3bca1e6 Renamed the variables for the button elements in the summary helper, to be clear. imacat 2023-02-28 22:37:46 +08:00
  • 3c413497ae Split the JavaScript for the account selector from transaction-form.js to account-selector.js, to modularize the complex JavaScript. imacat 2023-02-28 22:33:14 +08:00
  • 1b5e516413 Renamed the HTML ID and class name prefix of the account selector modal, for consistency. imacat 2023-02-28 22:24:12 +08:00
  • 20cb5cecc4 Renamed the accounting-selector-modal class to accounting-account-selector-modal in the account selector. imacat 2023-02-28 22:14:03 +08:00
  • 08dc24605d Replaced the forEach loops with the for-of loops in the JavaScript for the currency form, account form, and the drag-and-drop reorder library functions. imacat 2023-02-28 22:09:39 +08:00
  • bb7e9e94ee Replaced the forEach loops with the for-of loops whenever appropriate in the JavaScript for the transaction form. imacat 2023-02-28 22:00:19 +08:00
  • 2680a1c872 Merged debit-account-modal.html and credit-account-modal.html into account-selector-modal.html, because they are almost the same. imacat 2023-02-28 21:45:10 +08:00
  • 20a7ce591c Renamed the account_selector_modals block to form_modals in the transaction form templates. imacat 2023-02-28 21:37:08 +08:00
  • 474e844ed9 Revised the loading of the summary helper so that only the required helpers are loaded, but not both the debit and credit helpers. imacat 2023-02-28 21:35:02 +08:00
  • b34955f2fb Replaced the forEach loops with the for-of loops in the JavaScript summary helper. The for-of loops are more consistent with the other languages and the traditional for loops, and do not mess up with the "this" object. imacat 2023-02-28 19:26:15 +08:00
  • 2bd0f0f14d Fixed the target in the initShow method of the JavaScript summary helper. imacat 2023-02-28 19:13:08 +08:00
  • 8b77d9ff93 Added the suggested accounts to the summary helper. imacat 2023-02-28 19:11:09 +08:00
  • a9c7360020 Renamed the variables in the #reset method of the JavaScript SummaryHelper class, for consistency. imacat 2023-02-28 17:14:02 +08:00
  • d02c87602b Added validation to the summary helper. imacat 2023-02-28 16:38:50 +08:00
  • 9f966643b5 Added ARIA labels to the different pages in the summary helper. imacat 2023-02-28 15:58:06 +08:00
  • 5746e2a3d6 Added a missing amount filter to the debit entries of the transaction form. imacat 2023-02-28 15:52:30 +08:00
  • d5c2231794 Added the summary helper for the transaction form. imacat 2023-02-28 15:49:01 +08:00