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mia-accounting/docs/source/changelog.rst

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Change Log

Version 1.6.1

Released 2024/12/3

Fixed to work with httpx 0.28.0.

Version 1.6.0

Released 2024/6/4

  • Updated Python version to 3.12.
  • Revised the calculation of "today" to use the client's timezone instead of the server's timezone.
  • Updated the Bootstrap, FontAwesome, and Tempus-Dominus versions in the test site.

Version 1.5.11

Released 2023/12/26

Bug fix.

  • Refined to enable the selection of the 3351-001 Accumulated Profit or Loss account.

Version 1.5.10

Released 2023/11/28

Bug fix.

  • Fixed the form validator to enable the selection of Accumulated Profit or Loss accounts other than 3351-001.

Version 1.5.9

Released 2023/11/28

Bug fix.

  • Refined to enable the selection of Accumulated Profit or Loss accounts other than 3351-001, facilitating the consolidation of existing balances.

Version 1.5.8

Released 2023/10/24

Bug fix.

  • Fixed an icon in the detail of the cash receipt journal entry.

Released at Jaipur, India on vacation.

Version 1.5.7

Released 2023/7/29

Revised account title capitalization to capitalize account titles upon initialization of base accounts, rather than when displaying the accounts. This prevents the system from incorrectly capitalizing titles of user-added accounts.

For existing installation, run the accounting-titleize console command to capitalize the existing account titles that were already initialized.

Other fixes:

  • Added missing documentation to the global variables, class properties, and object properties.
  • Various minor fixes.

Version 1.5.6

Released 2023/5/23

Bug fixes.

  • Fixed the return URI of the creation forms to decode the next URI.
  • Fixed the unmatched offset list to use the encoded next URI.

Version 1.5.5

Released 2023/5/23

Security fixes.

  • Revised the next URI utilities to encode and decode the next URI preventing tampering with the next URI.
  • Added the integrity value of the CDN stylesheet links.
  • Various fixes.

Version 1.5.4

Released 2023/5/18

Security fixes.

  • Added safeguard to the next URI utilities, to prevent Cross-Site Scripting (XSS) attacks.
  • Applied the safe next URI utilities to the test site.
  • Added the SameSite and Secure flags to the session cookie of the test site.

Version 1.5.3

Released 2023/4/30

  • Fixed the error of the net balance in the unmatched offset list.
  • Revised the original line item editor not to override the existing amount when the existing amount is less or equal to the net balance.

Version 1.5.2

Released 2023/4/30

  • Fixed the error of the net balance in the unmatched offset list.

Version 1.5.1

Released 2023/4/30

  • Fixed the error calling the old setEnableDescriptionAccount method in the saveOriginalLineItem method of the JavaScript JournalEntryLineItemEditor class.

Version 1.5.0

Released 2023/4/23

  • Updated to require SQLAlchemy >= 2.
  • Added the change log.
  • Added the VERSION constant to the accounting module for the package version, and revised pyproject.toml and conf.py to read the version from it.

Version 1.4.1

Released 2023/4/22

  • Updated to allow editing the description of the journal entry line item with offsets or are offsetting to original line items.
  • Updated not to override the existing description of a journal entry line item after choosing the original line item to offset to.

Version 1.4.0

Released 2023/4/18

  • Rewrote the unapplied original line items and unmatched offsets.
    • The unapplied original line items and unmatched offsets are both in the report submodule. They can be filtered with currency and period now.
    • Show the unapplied original line items and unmatched offsets together, and added the accumulated balance in the unmatched offset list, for ease of reference.
  • Removed the account code from the journal entry detail and journal entry form for mobile devices.
  • Made the account options in the reports to be scrollable.

Version 1.3.3

Released 2023/4/13

Changed the sample data generation in the test site live demonstration from pre-recorded data to real-time generation, to avoid the problem with the start of months and weeks changed with the date of the import.

Version 1.3.2

Released 2023/4/12

Added the sample data generation and database reset on the test site for live demonstration.

Version 1.3.1

Released 2023/4/11

  • Fixed the permission of the navigation menu of the unmatched offsets.
  • Revised the test site to be more accessible as the live demonstration.

Version 1.3.0

Released 2023/4/11

Added the accounting-init-db console command to replace all the other console commands to initialize the accounting database. The test site does not work with previous versions (<1.3.0).

Version 1.2.1

Released 2023/4/9

Fixed the search result to allow full year/month/day specification.

Version 1.2.0

Released 2023/4/9

  • Simplified the URL of the default reports.
  • Fixed the crash with malformed Chinese translation.
  • Fixed the crash when downloading CSV data with non-US-ASCII filenames.

Version 1.1.0

Released 2023/4/9

  • Added the unapplied original line item list, to track unpaid payables, unreceived receivables, assets, prepaids, refundable deposits, etc.
  • Added the offset matcher to match unapplied original line items with unmatched offsets.

Version 1.0.1

Released 2023/4/6

Documentation fixes.

Version 1.0.0

Released 2023/4/6

The first formal release in Flask.

Added the documentation.

Version 0.11.1 (Pre-release)

Released 2023/4/5

Removed the zero balances from the trial balance, the income statement, and the balance sheet.

Version 0.11.0 (Pre-release)

Released 2023/4/5

  • Renamed the project from mia-accounting-flask to mia-accounting.
  • Updated the URL of the reports, as the default views of the accounting application.
  • Updated README.
  • Various fixes.

Version 0.10.0 (Pre-release)

Released 2023/4/3

  • Added the unauthorized method to the UserUtilityInterface interface to allow fine control to how to handle the case when the user has not logged in.
  • Revised the JavaScript description editor to respect the account that the user has confirmed or specifically selected.
  • Various fixes.

Version 0.9.1 (Pre-release)

Released 2023/3/24

  • A distinguishable look in the option detail than the option form.
  • A better look in the new journal entry forms when there is no line item yet.
  • Fixed the search in the original entry selector in the journal entry form to always do a partial match, to fix the problem that there is no match when typing is not finished yet.
  • Fixed the search in the original entry selector to search the net balance correctly.
  • Replaced the editor and editor2 accounts with the admin and editor accounts.
  • Various fixes.

Version 0.9.0 (Pre-release)

Released 2023/3/23

Moved the settings from the .env file to the option table in the database that can be set and updated on the web interface. Added the settings page to show and update the settings.

Version 0.8.0 (Pre-release)

Released 2023/3/22

  • Added the recurring transactions to the description editor.
  • Added prevention to delete database objects that are essential or referenced by others with foreign keys.
  • Various fixes on the visual layout.

Version 0.7.0 (Pre-release)

Released 2023/3/21

  • Renamed "transaction" to "journal entry", and "journal entry" to "journal entry line item".
  • Renamed summary to description.
  • Updated tempus-dominus from version 6.2.10 to 6.4.3.
  • Fixed titles and capitalization.
  • Fixed to search case-insensitively.
  • Added favicon to the test site.
  • Fixed the navigation menu when there is no matching endpoint.
  • Various fixes.

Version 0.6.0 (Pre-release)

Released 2023/3/18

  • Added offset tracking to the journal entries in the payable and receivable accounts.
  • Renamed the is_offset_needed column to is_need_offset in the Account data model.

Version 0.5.0 (Pre-release)

Released 2023/3/10

Added the accounting reports.

Version 0.4.0 (Pre-release)

Released 2023/3/1

Added the transaction summary helper.

Version 0.3.1 (Pre-release)

Released 2023/2/28

  • Fixed the error that cannot select any account when adding new transactions.
  • Fixed the database error when adding new transactions.
  • Added the button to convert a cash income or cash expense transaction to a transfer transaction.

Version 0.3.0 (Pre-release)

Released 2023/2/27

Added the transaction management.

Version 0.2.0 (Pre-release)

Released 2023/2/7

  • Added the currency management.
  • Changed the can_edit permission to at least require the user to log in first.
  • Changed the type hint of the current_user pseudo property of the AbstractUserUtils class to return None when the user has not logged in.

Version 0.1.1 (Pre-release)

Released 2023/2/3

Finalized the account management, with tests and reordering.

Version 0.1.0 (Pre-release)

Released 2023/2/3

Added the account management, and updated the API to initialize the accounting application.

Version 0.0.0 (Pre-release)

Released 2023/2/3

Initial release with main account list, localization, pagination, query, permission, Sphinx documentation, and a test case based on a test demonstration site.

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