Domain change

CHANGELOG.md

@@ -14,12 +14,18 @@
    - PR: #40
 - 36 template fixes
    - PR: #41
+- 30 support for new tables
+   - PR: #33
+- Update dev
+   - PR: #45
+- Merge pull request #45 from closup/main
+   - PR: #46
+- update for template
+   - PR: #47
 - 30 support for new tables
    - PR: #49
 - 7 sessions
    - PR: #51
-- 28 image handling
-   - PR: #38
 - #54 implemented custom line items
    - PR: #55
 - 52 add back button
@@ -88,6 +94,8 @@
    - PR: #123
 - Move all partial fixes to dev branch
    - PR: #124
+- Revert changes to make main functional
+   - PR: #130
 - Update .gitignore
    - PR: #135
 - flask key .env deleted (only local on Luca pc rn)
@@ -132,4 +140,18 @@
    - PR: #167
 - 158 dev review
    - PR: #168
+- Dev
+   - PR: #158
+- Create TEMPLATE-README
+   - PR: #169
+- Update README.md
+   - PR: #170
+- Add 'more information' button
+   - PR: #171
+- Update with patches and documentation
+   - PR: #174
+- 165 domain issues
+   - PR: #173
+- Member should be an element, not text
+   - PR: #176
 

app/models/dimension.py

@@ -7,29 +7,24 @@ def __init__(self, col_name : str, type = None):
         self._member_name = get_col_no_spaces(col_name)  # Default value
         self._member_type = "typed"  # Default type
         self._axis = "Default"
-        self._domain = "Default"
 
         if col_name in axis_dict:
             self._member_type = "explicit"
-            self._axis, self._domain, self._member_name = axis_dict[col_name]
+            self._axis, self._member_name = axis_dict[col_name]
         elif type == "gov":
             # custom gov funds
-            self._axis, self._domain = "FundIdentifier", "FundIdentifier"
+            self._axis = "FundIdentifier"
         elif type == "prop":
             # custom proprietary funds
-            self._axis, self._domain = "TypeOfActivitiesProprietaryFunds", "ProprietaryFunds"
+            self._axis = "TypeOfActivitiesProprietaryFunds"
         elif type == "custom":
             # Custom line item
-            self._axis, self._domain = "DisaggregationLineItem", ""
+            self._axis = "DisaggregationLineItem"
 
     @property
     def axis(self):
         return f"acfr:{self._axis}Axis"
 
-    @property
-    def domain(self):
-        return f"acfr:{self._domain}Domain"
-
     @property
     def member_name(self):
         return f"acfr:{self._member_name}Member"

app/templates/site/base_page.html

@@ -54,6 +54,11 @@ <h1><span>Inline XBRL Conversion Tool</span></h1>
         <div class="alert alert-warning text-center">
             This product is in-development. As such, errors are to be expected along with frequent changes in functionality.<br>
             This product should not be used for actual production of financial reports.
+            <div class="mt-2">
+                <a href="https://closup.umich.edu/acfr-tool" class="btn btn-warning fw-bold" target="_blank">
+                    More Information
+                </a>
+            </div>
         </div>
     </div>
 </body>

app/templates/xbrl/contexts.html

@@ -5,9 +5,7 @@
         <xbrli:segment>
             {% for dim in context.dims() %}
             <xbrldi:{{dim.member_type}}Member dimension="{{dim.axis}}">
-                {% if dim.domain %}<{{ dim.domain }}>{% endif %}
-                    {{ dim.member_name }}
-                    {% if dim.domain %}</{{ dim.domain }}>{% endif %}
+                <{{ dim.member_name }}>
             </xbrldi:{{dim.member_type}}Member>
             {% endfor %}
         </xbrli:segment>   
@@ -24,4 +22,4 @@
 {% endfor %}
 
 <!-- Word contexts -->
-{% include 'xbrl/word_contexts.html' %}
+{% include 'xbrl/word_contexts.html' %}

app/utils/constants.py

@@ -41,20 +41,20 @@
                                        "capital_grants_and_contributions"],
             "GovernmentalFunds"     : ["total", "general_fund"] }
 
-# Dimension axis, domain, and member name by column name in Excel template
-axis_dict = {"governmental_activities"  : ("TypeOfGovernmentUnit", None, "GovernmentalActivities"),
-             "business-type_activities" : ("TypeOfGovernmentUnit", None, "BusinessTypeActivities"),
-             "total_primary_government" : ("TypeOfGovernmentUnit", None, "PrimaryGovernmentActivities"),
-             "component_units"          : ("TypeOfGovernmentUnit", None, "ComponentUnitDiscretelyPresented"),
-             "charges_for_services"     : ("TypeOfProgramRevenues", None, "ProgramRevenuesFromChargesForServices"),
-             "operating_grants_and_contributions" : ("TypeOfProgramRevenues", None, "ProgramRevenuesFromOperatingGrantsAndContributions"),
-             "capital_grants_and_contributions"   : ("TypeOfProgramRevenues", None, "ProgramRevenuesFromCapitalGrantsAndContributions"),
+# Dimension axis and member name by column name in Excel template
+axis_dict = {"governmental_activities"  : ("TypeOfGovernmentUnit", "GovernmentalActivities"),
+             "business-type_activities" : ("TypeOfGovernmentUnit", "BusinessTypeActivities"),
+             "total_primary_government" : ("TypeOfGovernmentUnit", "PrimaryGovernmentActivities"),
+             "component_units"          : ("TypeOfGovernmentUnit", "ComponentUnitDiscretelyPresented"),
+             "charges_for_services"     : ("TypeOfProgramRevenues", "ProgramRevenuesFromChargesForServices"),
+             "operating_grants_and_contributions" : ("TypeOfProgramRevenues", "ProgramRevenuesFromOperatingGrantsAndContributions"),
+             "capital_grants_and_contributions"   : ("TypeOfProgramRevenues", "ProgramRevenuesFromCapitalGrantsAndContributions"),
             # gov funds
-             "general_fund"             : ("GovernmentalFunds", None, "GeneralFund"),
-             "total_governmental_funds" : ("GovernmentalFunds", None, "GovernmentalFunds"),
+             "general_fund"             : ("GovernmentalFunds", "GeneralFund"),
+             "total_governmental_funds" : ("GovernmentalFunds", "GovernmentalFunds"),
              # Prop funds
-             "total_enterprise_funds" : ("TypeOfActivitiesProprietaryFunds", "ProprietaryFunds", "BusinessTypeActivitiesEnterpriseFunds"),
-             "internal_service_funds" : ("TypeOfActivitiesProprietaryFunds", "ProprietaryFunds", "InternalServiceFunds")}
+             "total_enterprise_funds" : ("TypeOfActivitiesProprietaryFunds", "BusinessTypeActivitiesEnterpriseFunds"),
+             "internal_service_funds" : ("TypeOfActivitiesProprietaryFunds", "InternalServiceFunds")}
 
 # =============================================================
 # Mammoth style conversions from Word