DrCr/drcr/templates/reports/income_statement.html

{#  DrCr: Web-based double-entry bookkeeping framework
    Copyright (C) 2022–2023  Lee Yingtong Li (RunasSudo)

    This program is free software: you can redistribute it and/or modify
    it under the terms of the GNU Affero General Public License as published by
    the Free Software Foundation, either version 3 of the License, or
    (at your option) any later version.

    This program is distributed in the hope that it will be useful,
    but WITHOUT ANY WARRANTY; without even the implied warranty of
    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
    GNU Affero General Public License for more details.

    You should have received a copy of the GNU Affero General Public License
    along with this program.  If not, see <https://www.gnu.org/licenses/>.
#}

{% extends 'base.html' %}
{% block title %}Income statement{% endblock %}

{% macro fmtbal(amount, mul=1) %}
	{# FIXME: Honour AMOUNT_DPS #}
	{% if amount.quantity * mul >= 0 %}
		{{ '{:,.2f}'.format(amount.quantity|abs / 100) }}&nbsp;
	{% else %}
		({{ '{:,.2f}'.format(amount.quantity|abs / 100) }})
	{% endif %}
{% endmacro %}

{% macro acctrow(name, mul=1) %}
	<tr>
		<td>{{ name }}</td>
		<td class="text-end">{{ fmtbal(accounts[name], mul) }}</td>
	</tr>
	{% set _ = running_total.__setattr__('quantity', running_total.quantity + accounts[name].quantity) %}
{% endmacro %}

{% block content %}
	<h1 class="h2 mt-4">Income statement</h1>
	
	<table class="table table-borderless table-sm">
		<thead>
			<tr style="border-width:0 0 1px 0">
				<th></th>
				<th class="text-end">$&nbsp;</th>
			</tr>
		</thead>
		<tbody>
			<tr>
				<th colspan="2">Income</th>
			</tr>
			{% set _ = running_total.__setattr__('quantity', 0) %}
			{% for account in INCOME_STATEMENT_MAPPING['Income'] if account in accounts %}
				{{ acctrow(account, -1) }}
			{% endfor %}
			<tr>
				<th>Total income</th>
				<th class="text-end">{{ fmtbal(running_total, -1) }}</th>
			</tr>
			{% set surplus = running_total.quantity %}
			
			<tr><td colspan="2">&nbsp;</td></tr>
			
			<tr>
				<th colspan="2">Expenses</th>
			</tr>
			{% set _ = running_total.__setattr__('quantity', 0) %}
			{% for account in INCOME_STATEMENT_MAPPING['Expenses'] if account in accounts %}
				{{ acctrow(account) }}
			{% endfor %}
			<tr>
				<th>Total expenses</th>
				<th class="text-end">{{ fmtbal(running_total) }}</th>
			</tr>
			{% set surplus = surplus + running_total.quantity %}
			
			<tr><td colspan="2">&nbsp;</td></tr>
			
			<tr>
				<th>Net surplus (deficit) before income tax</th>
				{% set _ = running_total.__setattr__('quantity', surplus) %}
				<th class="text-end">{{ fmtbal(running_total, -1) }}</th>
			</tr>
			<tr>
				<td>Income tax expense</td>
				<td class="text-end">{{ fmtbal(accounts['Income tax']) }}</td>
				{% set surplus = surplus + accounts['Income tax'].quantity %}
			</tr>
			<tr style="border-width:1px 0">
				<th>Net surplus (deficit) after income tax</th>
				{% set _ = running_total.__setattr__('quantity', surplus) %}
				<th class="text-end">{{ fmtbal(running_total, -1) }}</th>
			</tr>
		</tbody>
	</table>
{% endblock %}