mia-accounting/docs/source/intro.rst

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Introduction

Mia! Accounting is an accounting module for Flask applications. It is designed both for mobile and desktop environments. It implements double-entry bookkeeping. It generates the following accounting reports:

  • Trial balance
  • Income statement
  • Balance sheet

In addition, Mia! Accounting tracks offsets for unpaid payables and receivables.

Live Demonstration and Test Site

There is a live demonstration for Mia! Accounting. It runs the same code as the test site in the source distribution. It is the simplest website that works with Mia! Accounting. It is also used in the automatic tests.

If you do not have a running Flask application or do not know how to start one, you may start with the test site.

Installation

Install Mia! Accounting with pip:

pip install mia-accounting

You may also download from the PyPI project page or the release page on the Git repository.

Prerequisites

You need a running Flask application with database user login. The primary key of the user data model must be integer. You also need at least one user.

The following front-end JavaScript libraries must be loaded. You may download it locally or use CDN.

Configuration

You need to pass the Flask app and an implementation of :py:class:`accounting.utils.user.UserUtilityInterface` to the :py:func:`accounting.init_app` function. UserUtilityInterface contains everything Mia! Accounting needs.

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See an example in :ref:`example-userutils`.

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Database Initialization

After the configuration, run the accounting-init-db console command to initialize the accounting database. You need to specify the username of a user as the data creator.

% flask --app myapp accounting-init-db -u username

Navigation Menu

Include the navigation menu in the Bootstrap navigation bar in your base template:

<nav class="navbar navbar-expand-lg bg-body-tertiary bg-dark navbar-dark">
  <div class="container-fluid">
    ...
    <div id="collapsible-navbar" class="collapse navbar-collapse">
      <ul class="navbar-nav me-auto mb-2 mb-lg-0">
        ...
        {% include "accounting/include/nav.html" %}
        ...
      </ul>
      ...
    </div>
  </div>
</nav>

Check your Flask application and see how it works.

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