Implement basic chart of accounts editing

This commit is contained in:
RunasSudo 2023-01-03 18:37:10 +11:00
parent f78f17c0cb
commit 7df955e5b6
Signed by: RunasSudo
GPG Key ID: 7234E476BF21C61A
4 changed files with 104 additions and 3 deletions

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@ -185,3 +185,12 @@ class TrialBalancer:
# FIXME: Handle commodities
self.accounts[destination_account].quantity += self.accounts[source_account].quantity
del self.accounts[source_account]
class AccountConfiguration(db.Model):
__tablename__ = 'account_configurations'
id = db.Column(db.Integer, primary_key=True)
account = db.Column(db.String)
kind = db.Column(db.String)
data = db.Column(db.JSON)

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@ -0,0 +1,67 @@
{# DrCr: Web-based double-entry bookkeeping framework
Copyright (C) 2022–2023 Lee Yingtong Li (RunasSudo)
This program is free software: you can redistribute it and/or modify
it under the terms of the GNU Affero General Public License as published by
the Free Software Foundation, either version 3 of the License, or
(at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU Affero General Public License for more details.
You should have received a copy of the GNU Affero General Public License
along with this program. If not, see <https://www.gnu.org/licenses/>.
#}
{% extends 'base.html' %}
{% block title %}Chart of accounts{% endblock %}
{% block content %}
<h1 class="h2 my-4">Chart of accounts</h1>
<form method="POST">
<div class="d-flex mb-2">
<div class="me-2">
<select class="form-select" name="kind">
<option value="drcr.asset">Asset</option>
<option value="drcr.liability">Liability</option>
<option value="drcr.income">Income</option>
<option value="drcr.expense">Expense</option>
<option value="drcr.equity">Equity</option>
</select>
</div>
<div>
<button type="submit" class="btn btn-primary" formaction="/chart-of-accounts/add-kind">Add kind</button>
</div>
</div>
<table class="table">
<thead>
<tr>
<th></th>
<th>Account</th>
<th>Associated types</th>
</tr>
</thead>
<tbody>
{% for account in accounts %}
<tr>
<td><input type="checkbox" name="sel-account" value="{{ account }}"></td>
<td>{{ account }}</td>
<td>
{% if account in account_configurations %}
<ul class="mb-0">
{% for account_configuration in account_configurations[account] %}
<li>{{ account_configuration.kind }}</li>
{% endfor %}
</ul>
{% endif %}
</td>
</tr>
{% endfor %}
</tbody>
</table>
</form>
{% endblock %}

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@ -24,6 +24,7 @@
<li><a href="/journal">Journal</a></li>
<li><a href="/statement-lines">Statement lines</a></li>
<li><a href="/balance-assertions">Balance assertions</a></li>
<li><a href="/chart-of-accounts">Chart of accounts</a></li>
</ul>
<h1 class="h2 my-4">General reports</h1>

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@ -1,5 +1,5 @@
# DrCr: Web-based double-entry bookkeeping framework
# Copyright (C) 2022 Lee Yingtong Li (RunasSudo)
# Copyright (C) 2022–2023 Lee Yingtong Li (RunasSudo)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as published by
@ -14,15 +14,39 @@
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <https://www.gnu.org/licenses/>.
from flask import render_template, request
from flask import redirect, render_template, request
from .models import Amount, Balance, TrialBalancer
from .database import db
from .models import AccountConfiguration, Amount, Balance, Posting, TrialBalancer
from .webapp import all_transactions, app
from itertools import groupby
@app.route('/')
def index():
return render_template('index.html')
@app.route('/chart-of-accounts')
def chart_of_accounts():
accounts = sorted(db.session.execute(db.select(Posting.account)).unique().scalars().all())
# Get existing AccountConfiguration's
account_configurations = db.session.execute(db.select(AccountConfiguration).order_by(AccountConfiguration.account)).scalars()
account_configurations = {v: list(g) for v, g in groupby(account_configurations, lambda c: c.account)}
# TODO: Handle orphans
return render_template('chart_of_accounts.html', accounts=accounts, account_configurations=account_configurations)
@app.route('/chart-of-accounts/add-kind', methods=['POST'])
def account_add_kind():
for account in request.form.getlist('sel-account'):
account_configuration = AccountConfiguration(account=account, kind=request.form['kind'])
db.session.add(account_configuration)
db.session.commit()
return redirect('/chart-of-accounts')
@app.route('/general-ledger')
def general_ledger():
return render_template(