RunasSudo/DrCr
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Allow preparing trial balance and income statement reports at arbitrary dates

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This commit is contained in:
RunasSudo 2024-11-10 00:31:27 +11:00
parent 4cff4c9432
commit ef711f1828
Signed by: RunasSudo
GPG Key ID: 7234E476BF21C61A
1 changed files with 14 additions and 3 deletions
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17
drcr/views.py
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@ -22,6 +22,7 @@ from .plugins import account_kinds, advanced_reports, data_sources
from .reports import balance_sheet_report, income_statement_report from .reports import balance_sheet_report, income_statement_report
from .webapp import all_transactions, api_transactions, app from .webapp import all_transactions, api_transactions, app
from datetime import datetime
from itertools import groupby from itertools import groupby
@app.route('/') @app.route('/')
@ -69,8 +70,10 @@ def general_ledger():
@app.route('/trial-balance') @app.route('/trial-balance')
def trial_balance(): def trial_balance():
balancer = TrialBalancer.from_cached() dt = datetime.strptime(request.args['date'], '%Y-%m-%d') if 'date' in request.args else None
balancer.apply_transactions(api_transactions())
balancer = TrialBalancer.from_cached(end_date=dt)
balancer.apply_transactions(api_transactions(end_date=dt))
total_dr = Amount(sum(v.quantity for v in balancer.accounts.values() if v.quantity > 0), reporting_commodity()) total_dr = Amount(sum(v.quantity for v in balancer.accounts.values() if v.quantity > 0), reporting_commodity())
total_cr = Amount(sum(v.quantity for v in balancer.accounts.values() if v.quantity < 0), reporting_commodity()) total_cr = Amount(sum(v.quantity for v in balancer.accounts.values() if v.quantity < 0), reporting_commodity())
@ -126,5 +129,13 @@ def balance_sheet():
@app.route('/income-statement') @app.route('/income-statement')
def income_statement(): def income_statement():
report = income_statement_report() if 'end_date' in request.args:
start_date = datetime.strptime(request.args['start_date'], '%Y-%m-%d') if 'start_date' in request.args else datetime.min
end_date = datetime.strptime(request.args['end_date'], '%Y-%m-%d')
print(end_date)
else:
start_date, end_date = None, None
report = income_statement_report(start_date=start_date, end_date=end_date)
return render_template('report.html', report=report) return render_template('report.html', report=report)