131 Commits

Author SHA1 Message Date
315ff158c3
Basic implementation of tax summary report 2025-05-30 22:29:35 +10:00
49dc6bc078
Rename ReportingProductKind::Generic to ReportingProductKind::DynamicReport 2025-05-30 20:49:40 +10:00
e8e88e8629
Shorten dynamic report headers when possible 2025-05-28 23:47:27 +10:00
d1f3547b98
Intelligently update income statement dates when comparison unit changed 2025-05-28 23:37:38 +10:00
ed62e72e6a
Limit GenerateBalances builder to transactions in the requested period 2025-05-28 23:02:24 +10:00
763e27db03
[libdrcr] Fix misspecified statement_lines.db format 2025-05-28 23:02:21 +10:00
79a6eecfbd
Validate balance assertions in the background 2025-05-28 23:02:18 +10:00
3f580799c6
Synchronise amounts in transaction editor if only 2 postings 2025-05-28 23:02:14 +10:00
b3defb562f
Refresh journal/general ledger view when transaction updated 2025-05-28 23:02:10 +10:00
62b7981224 Add 'libdrcr/' from commit '0d680275df56300ff9059928f5611b9da2313b74'
git-subtree-dir: libdrcr
git-subtree-mainline: a40e2f81ba7f5d01ea3fbce037d47c1949d1b64d
git-subtree-split: 0d680275df56300ff9059928f5611b9da2313b74
2025-05-28 23:00:56 +10:00
0d680275df
Restore account links to dynamic reports 2025-05-28 00:33:54 +10:00
a40e2f81ba
Account transactions view using libdrcr 2025-05-28 00:26:12 +10:00
ffef2d16dc
Balance assertions view using libdrcr 2025-05-28 00:16:09 +10:00
d326b3ae43
Implement getting balance assertions from database 2025-05-28 00:15:52 +10:00
bbcb3cee6f
Remove defineModel, defineProps imports
This silences a Vue compiler warning
2025-05-27 23:50:11 +10:00
ad3276bbd5
General ledger report using libdrcr 2025-05-27 23:49:34 +10:00
4f1db12688
Implement getting transactions from database 2025-05-27 23:48:40 +10:00
51a40e5ed9
Trial balance using libdrcr 2025-05-27 22:21:06 +10:00
00c7833706
Implement trial balance report 2025-05-27 22:19:36 +10:00
2a2fb5764c
Implement PostUnreconciledStatementLines 2025-05-27 17:54:48 +10:00
bb8383b222
Only calculate YTD figures in CurrentEarningsToEquity 2025-05-27 17:36:39 +10:00
e02b927b69
Fix Spacer being dropped when DynamicReport is calculated 2025-05-27 17:31:11 +10:00
c3a407b048
Execute reporting steps in parallel in libdrcr 2025-05-27 17:29:04 +10:00
280a2090d9
Execute reporting steps in parallel 2025-05-27 17:28:34 +10:00
aa5238917e
Fix UpdateBalancesBetween using incorrect period 2025-05-27 17:28:22 +10:00
0518163c3e
Sanity check reporting products 2025-05-27 16:16:15 +10:00
4ff0ea46db
Use libdrcr async API 2025-05-27 16:03:12 +10:00
148390f030
Make reporting API async 2025-05-27 14:29:27 +10:00
af47021e4f
Fix TypeScript errors 2025-05-27 01:14:25 +10:00
42ba33c45c
Look up eofy_date in libdrcr_bridge itself 2025-05-27 00:54:22 +10:00
b111e7023c
Cache database metadata 2025-05-27 00:53:26 +10:00
807316a090
Implement income statement report using libdrcr 2025-05-27 00:22:52 +10:00
a967c87dab
Implement full balance sheet features using libdrcr 2025-05-27 00:22:22 +10:00
541467a2da
Implement IncomeStatement step 2025-05-27 00:21:30 +10:00
b8b2547aab
Refactor DynamicReport to use RefCell<DynamicReportEntry>
Allows calculations to refer to the results of previous calculations
Rather than the same cloned DynamicReport being passed to all calculations
2025-05-27 00:21:17 +10:00
eb3fbccc85
Add ids for total rows in balance sheet 2025-05-26 23:07:18 +10:00
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