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Accounts and transactions: each account gets a kind (checking, savings, credit card, cash, payment processor, other) with its own icon, and a credit card's balance reads as owed on the accounts page, its ledger, the dashboard and every account picker; the accounts page has cards for what the accounts hold, what is owed on cards and money in and out this month against the same days of last month with transfers left out, and each row shows its description, defaults, kind, currency, balance with opening balance, this month's in and out and latest line, with Pay the Card or Transfer from it, Archive once empty, an Archived pill with Restore, and Delete only for an account never used; New Account and Edit share one form with an editable opening balance that is logged, the currency locked once money is on the account, and every field checked; Transactions is rebuilt as each account's ledger with an account switcher or every account, In and Out columns, the running balance for one account, pills for money in, money out and transfers, category, client, kind, method and amount filters, search, footer totals and an export taking the same filters with Account, Who or What, Client, In and Out columns; Transfers fold into the Transfers pill of Transactions with the menu link and old transfers.php links kept, New Transfer, Pay the Card and Edit share one checked form with a Swap button that keeps both sides in step and takes the from account's currency, a transfer into a card is a card payment, and a new transfer quick look has Edit and Delete; archive and delete rules are enforced in the handlers, editing a transfer no longer takes the expense and revenue ids from the form, transfer legs record who entered them, and one balance rule leaving out archived rows is used everywhere; new functions/accounts.php and agent/modals/transfer/transfer.php, account_form.php and transfer_form.php, transfer_model.php removed; database 3.0.7 sets each account's kind from its name; demo data adds a Business Visa paid off monthly from Operating Checking; CHANGELOG updated

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johnnyq
2026-10-16 22:26:45 -04:00
parent 47969cd3c2
commit e7389a60be
30 changed files with 2082 additions and 1781 deletions
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scripts/setup_cli.php
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@@ -288,7 +288,7 @@ seedDefaultData($mysqli);
// Finalizing
mysqli_query($mysqli,"UPDATE companies SET company_locale = '$locale', company_currency = '$currency_code' WHERE company_id = 1");
mysqli_query($mysqli,"UPDATE settings SET config_timezone = '$timezone' WHERE company_id = 1");
mysqli_query($mysqli,"INSERT INTO accounts SET account_name = 'Cash', account_currency_code = '$currency_code'");
mysqli_query($mysqli,"INSERT INTO accounts SET account_name = 'Cash', account_type = 4, account_currency_code = '$currency_code'");
// Telemetry (optional if interactive)
if (!$non_interactive) {