Added the ledger summary in the accounting application.
This commit is contained in:
169
accounting/templates/accounting/ledger_summary.html
Normal file
169
accounting/templates/accounting/ledger_summary.html
Normal file
@@ -0,0 +1,169 @@
|
||||
{% extends "base.html" %}
|
||||
{% comment %}
|
||||
The Mia Accounting Application
|
||||
ledger_summary.html: The template for the ledger summary reports
|
||||
|
||||
Copyright (c) 2020 imacat.
|
||||
|
||||
Licensed under the Apache License, Version 2.0 (the "License");
|
||||
you may not use this file except in compliance with the License.
|
||||
You may obtain a copy of the License at
|
||||
|
||||
http://www.apache.org/licenses/LICENSE-2.0
|
||||
|
||||
Unless required by applicable law or agreed to in writing, software
|
||||
distributed under the License is distributed on an "AS IS" BASIS,
|
||||
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
|
||||
See the License for the specific language governing permissions and
|
||||
limitations under the License.
|
||||
|
||||
Author: imacat@mail.imacat.idv.tw (imacat)
|
||||
First written: 2020/7/17
|
||||
{% endcomment %}
|
||||
{% load i18n %}
|
||||
{% load humanize %}
|
||||
{% load mia_core %}
|
||||
{% load accounting %}
|
||||
|
||||
{% block settings %}
|
||||
{% blocktrans asvar title with subject=current_subject.title|title context "Accounting|" %}Ledger Summary for {{ subject }}{% endblocktrans %}
|
||||
{% setvar "title" title %}
|
||||
{% endblock %}
|
||||
|
||||
{% block content %}
|
||||
|
||||
<div class="btn-group btn-actions">
|
||||
<div class="btn-group">
|
||||
<button type="button" class="btn btn-primary dropdown-toggle" data-toggle="dropdown">
|
||||
<i class="fas fa-edit"></i>
|
||||
{% trans "New" context "Accounting|" as text %}
|
||||
{{ text|force_escape }}
|
||||
</button>
|
||||
<div class="dropdown-menu">
|
||||
{% url "accounting:transaction.create" "expense" as url %}
|
||||
<a class="dropdown-item" href="{% url_query url r=request.get_full_path %}">
|
||||
{% trans "Cash Expense" context "Accounting|" as text %}
|
||||
{{ text|force_escape }}
|
||||
</a>
|
||||
{% url "accounting:transaction.create" "income" as url %}
|
||||
<a class="dropdown-item" href="{% url_query url r=request.get_full_path %}">
|
||||
{% trans "Cash Income" context "Accounting|" as text %}
|
||||
{{ text|force_escape }}
|
||||
</a>
|
||||
{% url "accounting:transaction.create" "transfer" as url %}
|
||||
<a class="dropdown-item" href="{% url_query url r=request.get_full_path %}">
|
||||
{% trans "Transfer" context "Accounting|" as text %}
|
||||
{{ text|force_escape }}
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
{% with current_report_icon="fas fa-file-invoice-dollar" %}
|
||||
{% trans "Ledger Summary" context "Accounting|" as current_report_title %}
|
||||
{% include "accounting/include/report-chooser.html" %}
|
||||
{% endwith %}
|
||||
<div class="btn-group">
|
||||
<button type="button" class="btn btn-primary dropdown-toggle" data-toggle="dropdown">
|
||||
<span class="d-none d-md-inline">{{ current_subject.title|title }}</span>
|
||||
<span class="d-md-none">{% trans "Subject" context "Accounting|" as text %}{{ text|force_escape }}</span>
|
||||
</button>
|
||||
<div class="dropdown-menu subject-picker">
|
||||
{% for subject in subjects %}
|
||||
<a class="dropdown-item {% if subject.code == current_subject.code %} active {% endif %}>" href="{% url "accounting:cash-summary" subject.code %}">
|
||||
{{ subject.title|title }}
|
||||
</a>
|
||||
{% endfor %}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{% if records %}
|
||||
{% include "mia_core/include/pagination.html" %}
|
||||
|
||||
{# The table for large screens #}
|
||||
<table class="table table-striped table-hover d-none d-sm-table general-journal-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th scope="col">{% trans "Month" context "Accounting|" as text %}{{ text|force_escape }}</th>
|
||||
<th class="amount" scope="col">{% trans "Debit" context "Accounting|" as text %}{{ text|force_escape }}</th>
|
||||
<th class="amount" scope="col">{% trans "Credit" context "Accounting|" as text %}{{ text|force_escape }}</th>
|
||||
<th class="amount" scope="col">{% trans "Balance" context "Accounting|" as text %}{{ text|force_escape }}</th>
|
||||
<th class="amount" scope="col">{% trans "Cumulative Balance" context "Accounting|" as text %}{{ text|force_escape }}</th>
|
||||
<th class="actions" scope="col">{% trans "View" context "Accounting|" as text %}{{ text|force_escape }}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for record in records %}
|
||||
<tr class="{% if current_subject.code|first in "12" and record.balance < 0 %} table-danger {% endif %}">
|
||||
<td>{{ record.label }}</td>
|
||||
<td class="amount">{{ record.debit_amount|accounting_amount }}</td>
|
||||
<td class="amount">{{ record.credit_amount|accounting_amount }}</td>
|
||||
<td class="amount {% if record.balance < 0 %} text-danger {% endif %}">{{ record.balance|accounting_amount }}</td>
|
||||
<td class="amount {% if record.cumulative_balance < 0 %} text-danger {% endif %}">{{ record.cumulative_balance|accounting_amount }}</td>
|
||||
<td class="actions">
|
||||
{% if record.month is not None %}
|
||||
<a class="btn btn-info" role="button" href="{% url "accounting:ledger" current_subject.code record.month|date:"Y-m" %}">
|
||||
<i class="fas fa-eye"></i>
|
||||
<span class="d-none d-lg-inline">{% trans "View" context "Accounting|" as text %}{{ text|force_escape }}</span>
|
||||
</a>
|
||||
{% endif %}
|
||||
</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
{# The list for small screens #}
|
||||
<ul class="list-group d-sm-none">
|
||||
{% for record in records %}
|
||||
<li class="list-group-item {% if current_subject.code|first in "12" and record.balance < 0 %} list-group-item-danger {% endif %}">
|
||||
{% if record.month is not None %}
|
||||
<a class="list-group-item-action d-flex justify-content-between align-items-center" href="{% url "accounting:ledger" current_subject.code record.month|date:"Y-m" %}">
|
||||
{{ record.label }}
|
||||
<div>
|
||||
<span class="badge badge-success badge-pill">
|
||||
{{ record.debit_amount|accounting_amount }}
|
||||
</span>
|
||||
<span class="badge badge-warning badge-pill">
|
||||
{{ record.credit_amount|accounting_amount }}
|
||||
</span>
|
||||
<span class="badge {% if record.balance < 0 %} badge-danger {% else %} badge-info {% endif %} badge-pill">
|
||||
{{ record.balance|intcomma:False }}
|
||||
</span>
|
||||
<span class="badge {% if record.cumulative_balance < 0 %} badge-danger {% else %} badge-info {% endif %} badge-pill">
|
||||
{{ record.cumulative_balance|intcomma:False }}
|
||||
</span>
|
||||
<span class="badge {% if record.balance < 0 %} badge-danger {% else %} badge-info {% endif %} badge-pill">
|
||||
{{ record.balance|intcomma:False }}
|
||||
</span>
|
||||
<span class="badge {% if record.cumulative_balance < 0 %} badge-danger {% else %} badge-primary {% endif %} badge-pill">
|
||||
{{ record.cumulative_balance|intcomma:False }}
|
||||
</span>
|
||||
</div>
|
||||
</a>
|
||||
{% else %}
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
{{ record.label }}
|
||||
<div>
|
||||
<span class="badge badge-success badge-pill">
|
||||
{{ record.debit_amount|accounting_amount }}
|
||||
</span>
|
||||
<span class="badge badge-warning badge-pill">
|
||||
{{ record.credit_amount|accounting_amount }}
|
||||
</span>
|
||||
<span class="badge {% if record.balance < 0 %} badge-danger {% else %} badge-info {% endif %} badge-pill">
|
||||
{{ record.balance|intcomma:False }}
|
||||
</span>
|
||||
<span class="badge {% if record.cumulative_balance < 0 %} badge-danger {% else %} badge-primary {% endif %} badge-pill">
|
||||
{{ record.cumulative_balance|intcomma:False }}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
{% endif %}
|
||||
</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% else %}
|
||||
<p>{{ _("There is currently no data.")|force_escape }}</p>
|
||||
{% endif %}
|
||||
|
||||
{% endblock %}
|
||||
Reference in New Issue
Block a user