RunasSudo/ledger-pyreport
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Add home link and tweak transactions report heading

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RunasSudo 2020-03-20 23:20:39 +11:00
parent 1c217fd8d4
commit f5f59a7098
Signed by: RunasSudo
GPG Key ID: 7234E476BF21C61A
10 changed files with 327 additions and 283 deletions
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19
ledger_pyreport/__init__.py
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@ -98,6 +98,14 @@ def balance():
return flask.render_template('balance.html', ledger=l, balance_sheets=balance_sheets, accounts=accounts, config=config, report_currency=report_currency) return flask.render_template('balance.html', ledger=l, balance_sheets=balance_sheets, accounts=accounts, config=config, report_currency=report_currency)
def describe_period(date_end, date_beg):
if date_end == (date_beg.replace(year=date_beg.year + 1) - timedelta(days=1)):
return 'year ended {}'.format(date_end.strftime('%d %B %Y'))
elif date_beg == ledger.financial_year(date_end):
return 'financial year to {}'.format(date_end.strftime('%d %B %Y'))
else:
return 'period from {} to {}'.format(date_beg.strftime('%d %B %Y'), date_end.strftime('%d %B %Y'))
@app.route('/pandl') @app.route('/pandl')
def pandl(): def pandl():
date_beg = datetime.strptime(flask.request.args['date_beg'], '%Y-%m-%d') date_beg = datetime.strptime(flask.request.args['date_beg'], '%Y-%m-%d')
@ -118,14 +126,7 @@ def pandl():
if all(p.get_balance(account) == 0 and p.get_total(account) == 0 for p in pandls): if all(p.get_balance(account) == 0 and p.get_total(account) == 0 for p in pandls):
accounts.remove(account) accounts.remove(account)
if date_end == (date_beg.replace(year=date_beg.year + 1) - timedelta(days=1)): return flask.render_template('pandl.html', period=describe_period(date_end, date_beg), ledger=l, pandls=pandls, accounts=accounts, config=config, report_currency=report_currency)
period = 'year ended {}'.format(date_end.strftime('%d %B %Y'))
elif date_beg == ledger.financial_year(date_end):
period = 'financial year to {}'.format(date_end.strftime('%d %B %Y'))
else:
period = 'period from {} to {}'.format(date_beg.strftime('%d %B %Y'), date_end.strftime('%d %B %Y'))
return flask.render_template('pandl.html', period=period, ledger=l, pandls=pandls, accounts=accounts, config=config, report_currency=report_currency)
@app.route('/transactions') @app.route('/transactions')
def transactions(): def transactions():
@ -154,7 +155,7 @@ def transactions():
opening_balance = accounting.trial_balance(l, pstart, pstart).get_balance(account).exchange(report_currency, True) opening_balance = accounting.trial_balance(l, pstart, pstart).get_balance(account).exchange(report_currency, True)
closing_balance = accounting.trial_balance(l, date, pstart).get_balance(account).exchange(report_currency, True) closing_balance = accounting.trial_balance(l, date, pstart).get_balance(account).exchange(report_currency, True)
return flask.render_template('transactions.html', date=date, pstart=pstart, account=account, ledger=l, transactions=transactions, opening_balance=opening_balance, closing_balance=closing_balance, report_currency=report_currency) return flask.render_template('transactions.html', date=date, pstart=pstart, period=describe_period(date, pstart), account=account, ledger=l, transactions=transactions, opening_balance=opening_balance, closing_balance=closing_balance, report_currency=report_currency, timedelta=timedelta)
@app.template_filter('a') @app.template_filter('a')
def filter_amount(amt): def filter_amount(amt):

17
ledger_pyreport/jinja2/balance.html
View File

@ -16,6 +16,8 @@
along with this program. If not, see <https://www.gnu.org/licenses/>. along with this program. If not, see <https://www.gnu.org/licenses/>.
#} #}
{% extends 'base_report.html' %}
{% macro print_rows(account, invert=False, level=0) %} {% macro print_rows(account, invert=False, level=0) %}
<tr> <tr>
<td style="padding-left: calc(2px + {{ level }}em);"> <td style="padding-left: calc(2px + {{ level }}em);">
@ -80,15 +82,9 @@
</tr> </tr>
{% endmacro %} {% endmacro %}
<!DOCTYPE html> {% block title %}Balance Sheet as at {{ balance_sheets[0].date.strftime('%d %B %Y') }}{% endblock %}
<html>
<head> {% block report %}
<meta charset="utf-8">
<title>Balance Sheet as at {{ balance_sheets[0].date.strftime('%d %B %Y') }}</title>
<link rel="stylesheet" type="text/css" href="https://cdnjs.cloudflare.com/ajax/libs/normalize/8.0.1/normalize.min.css" integrity="sha256-l85OmPOjvil/SOvVt3HnSSjzF1TUMyT9eV0c2BzEGzU=" crossorigin="anonymous">
<link rel="stylesheet" type="text/css" href="{{ url_for('static', filename='main.css') }}">
</head>
<body>
<h1>Balance Sheet</h1> <h1>Balance Sheet</h1>
<h2>As at {{ balance_sheets[0].date.strftime('%d %B %Y') }}</h2> <h2>As at {{ balance_sheets[0].date.strftime('%d %B %Y') }}</h2>
@ -115,5 +111,4 @@
{% for balance_sheet in balance_sheets %}<td>{{ -balance_sheet.get_total(ledger.get_account(config['equity_account'])).exchange(report_currency, True)|a }}</td>{% endfor %} {% for balance_sheet in balance_sheets %}<td>{{ -balance_sheet.get_total(ledger.get_account(config['equity_account'])).exchange(report_currency, True)|a }}</td>{% endfor %}
</tr> </tr>
</table> </table>
</body> {% endblock %}
</html>

30
ledger_pyreport/jinja2/base.html Normal file
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@ -0,0 +1,30 @@
{#
ledger-pyreport
Copyright © 2020 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/>.
#}
<!DOCTYPE html>
<html>
<head>
<meta charset="utf-8">
<title>{% block title %}{% endblock %}</title>
<link rel="stylesheet" type="text/css" href="https://cdnjs.cloudflare.com/ajax/libs/normalize/8.0.1/normalize.min.css" integrity="sha256-l85OmPOjvil/SOvVt3HnSSjzF1TUMyT9eV0c2BzEGzU=" crossorigin="anonymous">
<link rel="stylesheet" type="text/css" href="{{ url_for('static', filename='main.css') }}">
</head>
<body>
{% block body %}{% endblock %}
</body>
</html>

26
ledger_pyreport/jinja2/base_report.html Normal file
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@ -0,0 +1,26 @@
{#
ledger-pyreport
Copyright © 2020 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 body %}
<a class="homelink" href="/">Home</a>
{% block report %}
{% endblock %}
{% endblock %}

15
ledger_pyreport/jinja2/index.html
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@ -16,13 +16,11 @@
along with this program. If not, see <https://www.gnu.org/licenses/>. along with this program. If not, see <https://www.gnu.org/licenses/>.
#} #}
<!DOCTYPE html> {% extends 'base.html' %}
<html>
<head> {% block title %}ledger-pyreport{% endblock %}
<meta charset="utf-8">
<title>ledger-pyreport</title> {% block body %}
</head>
<body>
<ul> <ul>
<li><form action="{{ url_for('trial') }}"> <li><form action="{{ url_for('trial') }}">
<button type="submit">Trial balance</button> <button type="submit">Trial balance</button>
@ -71,5 +69,4 @@
} }
} }
</script> </script>
</body> {% endblock %}
</html>

17
ledger_pyreport/jinja2/pandl.html
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@ -16,6 +16,8 @@
along with this program. If not, see <https://www.gnu.org/licenses/>. along with this program. If not, see <https://www.gnu.org/licenses/>.
#} #}
{% extends 'base_report.html' %}
{% macro print_rows(account, invert=False, level=0) %} {% macro print_rows(account, invert=False, level=0) %}
<tr> <tr>
<td style="padding-left: calc(2px + {{ level }}em);"> <td style="padding-left: calc(2px + {{ level }}em);">
@ -57,15 +59,9 @@
</tr> </tr>
{% endmacro %} {% endmacro %}
<!DOCTYPE html> {% block title %}Income Statement for the {{ period }}{% endblock %}
<html>
<head> {% block report %}
<meta charset="utf-8">
<title>Income Statement for the {{ period }}</title>
<link rel="stylesheet" type="text/css" href="https://cdnjs.cloudflare.com/ajax/libs/normalize/8.0.1/normalize.min.css" integrity="sha256-l85OmPOjvil/SOvVt3HnSSjzF1TUMyT9eV0c2BzEGzU=" crossorigin="anonymous">
<link rel="stylesheet" type="text/css" href="{{ url_for('static', filename='main.css') }}">
</head>
<body>
<h1>Income Statement</h1> <h1>Income Statement</h1>
<h2>For the {{ period }}</h2> <h2>For the {{ period }}</h2>
@ -81,5 +77,4 @@
{% for pandl in pandls %}<td>{{ -(pandl.get_total(ledger.get_account(config['income_account'])) + pandl.get_total(ledger.get_account(config['expenses_account']))).exchange(report_currency, True)|a }}</td>{% endfor %} {% for pandl in pandls %}<td>{{ -(pandl.get_total(ledger.get_account(config['income_account'])) + pandl.get_total(ledger.get_account(config['expenses_account']))).exchange(report_currency, True)|a }}</td>{% endfor %}
</tr> </tr>
</table> </table>
</body> {% endblock %}
</html>

23
ledger_pyreport/jinja2/transactions.html
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@ -16,22 +16,18 @@
along with this program. If not, see <https://www.gnu.org/licenses/>. along with this program. If not, see <https://www.gnu.org/licenses/>.
#} #}
<!DOCTYPE html> {% extends 'base_report.html' %}
<html>
<head> {% block title %}{% if account %}Account Transactions{% else %}General Ledger{% endif %} as at {{ date.strftime('%d %B %Y') }}{% endblock %}
<meta charset="utf-8">
<title>{% if account %}Account Transactions{% else %}General Ledger{% endif %} as at {{ date.strftime('%d %B %Y') }}</title> {% block report %}
<link rel="stylesheet" type="text/css" href="https://cdnjs.cloudflare.com/ajax/libs/normalize/8.0.1/normalize.min.css" integrity="sha256-l85OmPOjvil/SOvVt3HnSSjzF1TUMyT9eV0c2BzEGzU=" crossorigin="anonymous">
<link rel="stylesheet" type="text/css" href="{{ url_for('static', filename='main.css') }}">
</head>
<body>
{% if account %} {% if account %}
<h1>Account Transactions</h1> <h1>Account Transactions</h1>
<h2 style="margin-bottom: 0;">For {{ account.name }}</h2> <h2 style="margin-bottom: 0;">For {{ account.name }}</h2>
{% else %} {% else %}
<h1>General Ledger</h1> <h1>General Ledger</h1>
{% endif %} {% endif %}
<h2>As at {{ date.strftime('%d %B %Y') }}</h2> <h2>For the {{ period }}</h2>
<table class="ledger"> <table class="ledger">
<tr> <tr>
@ -47,16 +43,18 @@
{% if account %} {% if account %}
<tr class="total"> <tr class="total">
<td>{{ pstart.strftime('%Y-%m-%d') }}</td> <td>{{ pstart.strftime('%Y-%m-%d') }}</td>
<td>Opening Balance</td> <td><a href="/transactions?{{ {'date': (pstart - timedelta(days=1)).strftime('%Y-%m-%d'), 'pstart': pstart.replace(year=pstart.year-1).strftime('%Y-%m-%d'), 'account': account.name}|urlencode }}">Opening Balance</a></td>
<td></td> <td></td>
<td style="text-align: right;"></td> <td style="text-align: right;"></td>
<td style="text-align: right;"></td> <td style="text-align: right;"></td>
<td style="text-align: right;"> <td style="text-align: right;">
<a href="/transactions?{{ {'date': (pstart - timedelta(days=1)).strftime('%Y-%m-%d'), 'pstart': pstart.replace(year=pstart.year-1).strftime('%Y-%m-%d'), 'account': account.name}|urlencode }}">
{% if opening_balance >= 0 %} {% if opening_balance >= 0 %}
{{ opening_balance|b }} Dr {{ opening_balance|b }} Dr
{% else %} {% else %}
{{ -opening_balance|b }} Cr {{ -opening_balance|b }} Cr
{% endif %} {% endif %}
</a>
</td> </td>
</tr> </tr>
{% set ns.balance = opening_balance %} {% set ns.balance = opening_balance %}
@ -116,5 +114,4 @@
</tr> </tr>
{% endif %} {% endif %}
</table> </table>
</body> {% endblock %}
</html>

17
ledger_pyreport/jinja2/trial.html
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@ -16,15 +16,11 @@
along with this program. If not, see <https://www.gnu.org/licenses/>. along with this program. If not, see <https://www.gnu.org/licenses/>.
#} #}
<!DOCTYPE html> {% extends 'base_report.html' %}
<html>
<head> {% block title %}Trial Balance as at {{ trial_balance.date.strftime('%d %B %Y') }}{% endblock %}
<meta charset="utf-8">
<title>Trial Balance as at {{ trial_balance.date.strftime('%d %B %Y') }}</title> {% block report %}
<link rel="stylesheet" type="text/css" href="https://cdnjs.cloudflare.com/ajax/libs/normalize/8.0.1/normalize.min.css" integrity="sha256-l85OmPOjvil/SOvVt3HnSSjzF1TUMyT9eV0c2BzEGzU=" crossorigin="anonymous">
<link rel="stylesheet" type="text/css" href="{{ url_for('static', filename='main.css') }}">
</head>
<body>
<h1>Trial Balance</h1> <h1>Trial Balance</h1>
<h2>As at {{ trial_balance.date.strftime('%d %B %Y') }}</h2> <h2>As at {{ trial_balance.date.strftime('%d %B %Y') }}</h2>
@ -52,5 +48,4 @@
<td>{{ total_cr|b }}</td> <td>{{ total_cr|b }}</td>
</tr> </tr>
</table> </table>
</body> {% endblock %}
</html>

17
ledger_pyreport/jinja2/trial_multiple.html
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@ -16,15 +16,11 @@
along with this program. If not, see <https://www.gnu.org/licenses/>. along with this program. If not, see <https://www.gnu.org/licenses/>.
#} #}
<!DOCTYPE html> {% extends 'base_report.html' %}
<html>
<head> {% block title %}Trial Balance as at {{ trial_balances[0].date.strftime('%d %B %Y') }}{% endblock %}
<meta charset="utf-8">
<title>Trial Balance as at {{ trial_balances[0].date.strftime('%d %B %Y') }}</title> {% block report %}
<link rel="stylesheet" type="text/css" href="https://cdnjs.cloudflare.com/ajax/libs/normalize/8.0.1/normalize.min.css" integrity="sha256-l85OmPOjvil/SOvVt3HnSSjzF1TUMyT9eV0c2BzEGzU=" crossorigin="anonymous">
<link rel="stylesheet" type="text/css" href="{{ url_for('static', filename='main.css') }}">
</head>
<body>
<h1>Trial Balance</h1> <h1>Trial Balance</h1>
<h2>As at {{ trial_balances[0].date.strftime('%d %B %Y') }}</h2> <h2>As at {{ trial_balances[0].date.strftime('%d %B %Y') }}</h2>
@ -43,5 +39,4 @@
</tr> </tr>
{% endfor %} {% endfor %}
</table> </table>
</body> {% endblock %}
</html>

13
ledger_pyreport/static/main.css
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@ -72,8 +72,21 @@ table.ledger a:hover {
text-decoration: underline; text-decoration: underline;
} }
a.homelink {
color: #888;
position: absolute;
top: 0;
left: 0;
}
@media screen { @media screen {
body { body {
padding: 2em; padding: 2em;
} }
} }
@media print {
a.homelink {
display: none;
}
}