{# 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_report.html' %} {% macro print_rows(account, invert=False, level=0) %} <tr> <td style="padding-left: calc(2px + {{ level }}em);"> {% if balance_sheets|length == 1 %} {% if account.name == config['current_year_earnings'] %} <a href="/pandl?{{ {'date_end': balance_sheets[0].date.strftime('%Y-%m-%d'), 'date_beg': balance_sheets[0].pstart.strftime('%Y-%m-%d'), 'compare': '0', 'cash': 'on' if cash else '', 'scope': 'pandl'}|urlencode }}"> {% elif account.name == config['current_year_oci'] %} <a href="/pandl?{{ {'date_end': balance_sheets[0].date.strftime('%Y-%m-%d'), 'date_beg': balance_sheets[0].pstart.strftime('%Y-%m-%d'), 'compare': '0', 'cash': 'on' if cash else '', 'scope': 'oci'}|urlencode }}"> {% else %} <a href="/transactions?{{ {'date_end': balance_sheets[0].date.strftime('%Y-%m-%d'), 'date_beg': balance_sheets[0].pstart.strftime('%Y-%m-%d'), 'account': account.name, 'cash': 'on' if cash else ''}|urlencode }}"> {% endif %} {{ account.bits[-1] }} </a> {% else %} {{ account.bits[-1] }} {% endif %} </td> {% for balance_sheet in balance_sheets %} {% set amount = (-balance_sheet.get_balance(account) if invert else balance_sheet.get_balance(account)).exchange(report_commodity, True) %} <td> {% if not amount.near_zero %} {% if account.name == config['current_year_earnings'] %} {{ amount|a('/pandl?' + {'date_end': balance_sheet.date.strftime('%Y-%m-%d'), 'date_beg': balance_sheets[0].pstart.strftime('%Y-%m-%d'), 'compare': '0', 'cash': 'on' if cash else '', 'scope': 'both'}|urlencode) }} {% elif account.name == config['current_year_oci'] %} {{ amount|a('/pandl?' + {'date_end': balance_sheet.date.strftime('%Y-%m-%d'), 'date_beg': balance_sheet.pstart.strftime('%Y-%m-%d'), 'compare': '0', 'cash': 'on' if cash else '', 'scope': 'oci'}|urlencode) }} {% else %} {{ amount|a('/transactions?' + {'date_end': balance_sheet.date.strftime('%Y-%m-%d'), 'date_beg': balance_sheet.pstart.strftime('%Y-%m-%d'), 'account': account.name, 'cash': 'on' if cash else ''}|urlencode) }} {% endif %} {% endif %} </td> {% endfor %} </tr> {% for child in account.children|sort(attribute='name') if child in accounts %} {{ print_rows(child, invert, level + 1) }} {% endfor %} {% endmacro %} {% macro do_accounts(root, label, invert, year_headers) %} {% for account_class in root.children|sort(attribute='name') if account_class in accounts %} <tr> {% if loop.first and year_headers %} <th class="h2">{{ account_class.bits[-1] }} {{ label }}</th> {% for balance_sheet in balance_sheets %}<th class="h2">{{ balance_sheet.label }} </th>{% endfor %} {% else %} <th class="h2" colspan="{{ balance_sheets|length + 1 }}">{{ account_class.bits[-1] }} {{ label }}</th> {% endif %} </tr> {% for account in account_class.children|sort(attribute='name') if account in accounts %} {{ print_rows(account, invert=invert) }} {% endfor %} <tr class="total"> <td>Total {{ account_class.bits[-1] }} {{ label }}</td> {% for balance_sheet in balance_sheets %}<td>{{ (-balance_sheet.get_total(account_class) if invert else balance_sheet.get_total(account_class)).exchange(report_commodity, True)|a }}</td>{% endfor %} </tr> <tr><td colspan="2"> </td></tr> {% endfor %} <tr class="total"> <td>Total {{ label }}</td> {% for balance_sheet in balance_sheets %}<td>{{ (-balance_sheet.get_total(root) if invert else balance_sheet.get_total(root)).exchange(report_commodity, True)|a }}</td>{% endfor %} </tr> {% endmacro %} {% block title %}Balance Sheet as at {{ balance_sheets[0].date.strftime('%d %B %Y') }}{% endblock %} {% block report %} <h1>Balance Sheet</h1> <h2>As at {{ balance_sheets[0].date.strftime('%d %B %Y') }}</h2> <table class="ledger onedesc"> {# Assets #} <tr><th class="h1" colspan="{{ balance_sheets|length + 1 }}">Assets</th></tr> {{ do_accounts(ledger.get_account(config['assets_account']), 'Assets', False, True) }} <tr><td colspan="2"> </td></tr> {# Liabilities #} {% if not cash %} <tr><th class="h1" colspan="{{ balance_sheets|length + 1 }}">Liabilities</th></tr> {{ do_accounts(ledger.get_account(config['liabilities_account']), 'Liabilities', True, False) }} <tr><td colspan="2"> </td></tr> {% endif %} {# Equity #} <tr><th class="h1" colspan="{{ balance_sheets|length + 1 }}">Equity</th></tr> {% for account in ledger.get_account(config['equity_account']).children|sort(attribute='name') if account in accounts %} {{ print_rows(account, invert=True) }} {% endfor %} <tr class="total"> <td>Total Equity</td> {% for balance_sheet in balance_sheets %}<td>{{ -balance_sheet.get_total(ledger.get_account(config['equity_account'])).exchange(report_commodity, True)|a }}</td>{% endfor %} </tr> </table> {% endblock %}