145 Commits

Author SHA1 Message Date
f4c232ae35
Fix multiple logic errors when reporting for not current year 2025-05-26 22:43:59 +10:00
25697b501c
Basic implementation of balance sheet report using libdrcr 2025-05-26 21:42:45 +10:00
3cfcdf6778
Implement JSON serialisation for DynamicReport 2025-05-25 01:23:35 +10:00
33252739d9
Update documentation 2025-05-25 01:20:37 +10:00
3913558410
Remove unused dependency from Cargo.toml 2025-05-25 01:20:30 +10:00
737ed5bfb2
Implement formal BalanceSheet report 2025-05-24 21:07:18 +10:00
eb13bd5a87
CurrentYearEarningsToEquity depends on AllTransactionsExceptEarningsToEquity 2025-05-24 14:32:01 +10:00
004f749c33
Refactor steps_for_targets to accept Vec<ReportingProductId> 2025-05-24 01:01:03 +10:00
fd761934e0
Refactor build_step_for_product into standalone function
Prepare for changing steps_for_targets to take list of products.
2025-05-24 00:51:24 +10:00
a0c4aedb2d
Validate dynamic builder outputs 2025-05-24 00:43:40 +10:00
fa7381fce5
Add function to visualise dependency tree via graphviz 2025-05-24 00:40:27 +10:00
fa76461926
Implement CurrentYearEarningsToEquity 2025-05-24 00:10:37 +10:00
3add701d3c
Implement RetainedEarningsToEquity 2025-05-23 23:27:00 +10:00
ec470f8ced
Basic implementation of DBBalances 2025-05-28 22:57:07 +10:00
0eb583d028
Statically require single member for AllTransactionsExceptRetainedEarnings.product_kinds 2025-05-21 22:29:18 +10:00
1bed0f269e
Update documentation 2025-05-21 22:26:40 +10:00
98018bb4bc
Refactor update_balances_from_transactions 2025-05-21 21:53:35 +10:00
40b0afe492
Stub implementations for all steps 2025-05-21 21:48:57 +10:00
71c3629898
Refactor register_lookup_fns and register_dynamic_builders for readability 2025-05-21 20:22:06 +10:00
db89814498
Basic framework for executing reports 2025-05-21 20:15:18 +10:00
9e34360abf
Refactoring and documentation 2025-05-21 19:59:57 +10:00
d422e83275
Rename Dependency.dependency to Dependency.product 2025-05-21 19:18:14 +10:00
2d7250e943
Implement RetainedEarningsToEquity 2025-05-21 18:24:59 +10:00
959a8d8fb2
Fix off by one error in BalancesAtToBalancesBetween 2025-05-21 18:24:29 +10:00
ed0fbfb5dd
Refactor AllTransactionsIncludingRetainedEarnings 2025-05-21 18:20:19 +10:00
e47ad229eb
Refactor CalculateIncomeTax 2025-05-21 18:10:08 +10:00
d78d6ed1fe
Implement UpdateBalancesAt 2025-05-21 17:58:42 +10:00
b28c75c00f
Implement Display for ReportingStep 2025-05-21 17:16:25 +10:00
4add6292a1
Implement GenerateBalances dynamic builder 2025-05-21 17:11:20 +10:00
a7e9c74dd1
Refactor representation of ReportingStep args 2025-05-21 16:39:18 +10:00
f15d190112
Basic dependency resolution code 2025-05-21 00:33:00 +10:00
2dd967f5a4
Auto refresh transaction list when transaction edited 2025-04-27 10:30:19 +10:00
cfe53e9be9
Prevent statement line classification panel being cut off when statement line list is short 2025-03-29 23:08:33 +11:00
08029fa9a8
Use combo box for classifying statement lines 2025-03-29 22:08:43 +11:00
4a9a4078ad
Implement comparative balance sheet report 2025-02-23 00:07:47 +11:00
2c0e936db6
Tidy up income statement implementation 2025-02-23 00:07:38 +11:00
8c708dbf4c
Prevent non-positive number of periods in income statement 2025-02-22 23:43:58 +11:00
2c7f347cef
Allow comparing by calendar month in comparative income statement report 2025-02-22 23:39:05 +11:00
b03f97da53
Allow customising comparison period for income statement report 2025-02-22 23:38:19 +11:00
805d6d7904
Only regenerate comparative income statement on input change event 2025-02-22 23:37:31 +11:00
344241ccd7
Allow DropdownBox with no category name 2025-02-22 23:35:07 +11:00
2483a9b9e0
Very basic comparative income statement 2025-02-16 22:47:38 +11:00
c932ee21de
Compute cost basis in SQL where possible 2025-02-16 20:23:56 +11:00
2404def901
Compute running balances in SQL 2025-02-16 18:43:14 +11:00
59a28b6ea2
Fix hyperlinked quantities 2025-02-15 23:21:26 +11:00
51cf3661b4
Implement CSV importer 2025-02-15 22:55:37 +11:00
156a89e2ba
Fix race condition in income statement report view 2025-02-15 22:54:59 +11:00
12f1c85a81
Allow customising income report dates 2025-02-09 21:16:06 +11:00
064f50e668
Fix running balances not being invalidated when posting account changed 2025-01-28 00:29:12 +11:00
93e0466dd1
Link account names on statement lines view to account transaction listing 2025-01-28 00:08:13 +11:00