Skip to content

Accounting Survey GUI

John Schneiderman requested to merge topic/default/10-SurveyGUI into branch/default
  • Adds a UI element for the previous survey date.
  • Updates to use anticipated features of the 0.8.0 release of Pecunia.
  • Disabled pipeline for now, as it requires the next release of Pecunia.
  • Fixes the bank account survey projection always assuming every transaction came as a result of a budget item, e.g. an opening balance transaction.
  • Changes the budget item ID look-up to not throw on failing to find an item when looking up via an account number.
  • Changes the default reconciliation date from the supplied survey date, to the default for now.
  • Adds the ability to look up an account code in the general ledger using an account number.
  • Adds the ability to test if a money is valid before calling it.
  • Changes the shortcut for posting a survey to CTRL+P.
  • Moves percentage type from the budgeting library to the foundation library.
  • Changes marking transactions cleared from one at a time to being able to do it in bulk.
  • Changed all ledger transaction status functions to use sets instead of vectors since they must never duplicate.
  • Adds verification that all reconciled transactions happen before the reconciliation date.
  • Changes the file saving to be indented when it's a debug build.
  • Fixes the presentation text not handling a negative amount that only contains minor units.
  • Changes the validation of the transactions in a general ledger to allow for differences in status for reconciled transactions.
  • Adds loading a completed survey.
  • Adds a function to determine if a transaction is increasing an asset or liability.
  • Fixes the bank account when default constructed not having everything initialised.
  • Adds a setting for storing the survey balance window.
  • Adds better error handling in the user preference loading.
  • Changes the nomenclature from projected to mapping, as it should be clearer.
  • Adds a function to test if a currency amount is within a percentage of an amount.
  • Adds an error type for transactions only based upon its number.
  • Allows the completed survey to handle the situation where another bank account is a part of a transaction of a bank account being reconciled.
  • Marks the safe file as dirty when a survey successfully is completed.
  • Splits out the completed survey tests into their own file.
  • Adds a function to determine if a bank account type is a liability.
  • Adds a function to only reconcile the transactions of a specific account.
  • Adds a function to locate a transaction given a transaction number.
  • Fixes usage of duplicated equality check.
  • Modernises the ledger accounts code.
  • Fixes the public facing UserPreferences not being exported.
  • Modernises the bank ledgers code.
  • Adds a convenience function for displaying money with its currency.
  • Adds a dedicated error type for survey operations.
  • Adds support for adding a space in front of a currency when formatting the text of a money object.
  • Changes the presentationText function to use friendly defaults for humans.
  • Changes the declaration file for presentation texts to no longer include format controlling tags.
  • Change all thrown exceptions in the survey system to use survey exceptions.
  • John Schneiderman authored 4 days ago
  • Modernise the reconciled survey code.
  • Handles the possibility that a survey is upserted and later throws during completing a survey.
  • Fixes using the recode in ledger directly instead of the comprehensive one.

Closes #10 (closed)

Merge request reports