Improve display of chart of accounts
Group account kinds by plugin Display label instead of ID
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@ -19,7 +19,14 @@ from .webapp import app
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import importlib
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advanced_reports = [] # list of tuplet (url, label)
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account_kinds = [] # list of tuplet (id, label)
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account_kinds = [
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# list of tuplet (id, label)
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('drcr.asset', 'Asset'),
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('drcr.liability', 'Liability'),
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('drcr.income', 'Income'),
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('drcr.expense', 'Expense'),
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('drcr.equity', 'Equity')
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]
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transaction_providers = [] # list of callable
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def init_plugins():
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@ -25,13 +25,12 @@
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<div class="d-flex py-2 bg-white sticky-top">
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<div class="me-2">
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<select class="form-select" name="kind">
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<option value="drcr.asset">Asset</option>
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<option value="drcr.liability">Liability</option>
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<option value="drcr.income">Income</option>
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<option value="drcr.expense">Expense</option>
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<option value="drcr.equity">Equity</option>
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{% for account_kind in account_kinds %}
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<option value="{{ account_kind[0] }}">{{ account_kind[1] }}</option>
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{% for plugin_name, plugin_account_kinds in account_kinds_by_plugin.items() %}
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<optgroup label="{{ plugin_name }}">
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{% for account_kind in plugin_account_kinds %}
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<option value="{{ account_kind[0] }}">{{ account_kind[1] }}</option>
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{% endfor %}
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</optgroup>
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{% endfor %}
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</select>
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</div>
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@ -57,7 +56,7 @@
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{% if account in account_configurations %}
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<ul class="mb-0">
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{% for account_configuration in account_configurations[account] %}
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<li>{{ account_configuration.kind }}</li>
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<li>{{ account_kinds_map[account_configuration.kind] }}</li>
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{% endfor %}
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</ul>
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{% endif %}
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@ -22,6 +22,8 @@ from .plugins import account_kinds, advanced_reports
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from .reports import balance_sheet_report, income_statement_report
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from .webapp import all_transactions, app
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from itertools import groupby
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@app.route('/')
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def index():
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return render_template('index.html', advanced_reports=advanced_reports)
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@ -34,8 +36,18 @@ def chart_of_accounts():
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# Get existing AccountConfiguration's
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account_configurations = AccountConfiguration.get_all()
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# Preprocess account kinds
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account_kinds_by_plugin = {v: list(g) for v, g in groupby(account_kinds, key=lambda k: k[0][:k[0].index('.')])}
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account_kinds_map = {name: label for name, label in account_kinds}
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# TODO: Handle orphans
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return render_template('chart_of_accounts.html', accounts=accounts, account_configurations=account_configurations, account_kinds=account_kinds)
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return render_template(
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'chart_of_accounts.html',
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accounts=accounts,
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account_configurations=account_configurations,
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account_kinds_by_plugin=account_kinds_by_plugin,
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account_kinds_map=account_kinds_map
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)
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@app.route('/chart-of-accounts/add-kind', methods=['POST'])
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def account_add_kind():
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