mia-accounting-django/accounting/templates/accounting/cash-summary.html

{% extends "base.html" %}
{% comment %}
The Mia Accounting Application
cash_summary.html: The template for the cash 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: 2020/7/15
{% endcomment %}
{% load static %}
{% load i18n %}
{% load humanize %}
{% load mia_core %}
{% load accounting %}

{% block settings %}
  {% blocktrans asvar title with account=account.title %}Cash Summary for {{ account }}{% endblocktrans %}
  {% setvar "title" title %}
  {% static "accounting/css/report.css" as file %}{% add_css file %}
{% 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>
      {{ _("New")|force_escape }}
    </button>
    <div class="dropdown-menu">
      <a class="dropdown-item" href="{% url_with_return "accounting:transactions.create" "expense" %}">
        {{ _("Cash Expense")|force_escape }}
      </a>
      <a class="dropdown-item" href="{% url_with_return "accounting:transactions.create" "income" %}">
        {{ _("Cash Income")|force_escape }}
      </a>
      <a class="dropdown-item" href="{% url_with_return "accounting:transactions.create" "transfer" %}">
        {{ _("Transfer")|force_escape }}
      </a>
    </div>
  </div>
  {% with current_report_icon="fas fa-money-bill-wave" current_report_title=_("Cash Summary") cash_account=account %}
    {% 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">{{ account.title|title_case }}</span>
      <span class="d-md-none">{{ _("Account")|force_escape }}</span>
    </button>
    <div class="dropdown-menu account-picker">
      <div class="dropdown-header">{{ _("Shortcuts")|force_escape }}</div>
      {% for x in shortcut_accounts %}
        <a class="dropdown-item {% if x.code == account.code %} active {% endif %}>" href="{% url "accounting:cash-summary" x %}">
          {{ x.title|title_case }}
        </a>
      {% endfor %}
      <div class="dropdown-header">{{ _("All")|force_escape }}</div>
      {% for x in all_accounts %}
        <a class="dropdown-item {% if x.code == account.code %} active {% endif %}>" href="{% url "accounting:cash-summary" x %}">
          {{ x.code }} {{ x.title|title_case }}
        </a>
      {% endfor %}
    </div>
  </div>
</div>

{% if item_list %}
  {% 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">{{ _("Month")|force_escape }}</th>
        <th class="amount" scope="col">{{ _("Income")|force_escape }}</th>
        <th class="amount" scope="col">{{ _("Expense")|force_escape }}</th>
        <th class="amount" scope="col">{{ _("Balance")|force_escape }}</th>
        <th class="amount" scope="col">{{ _("Cumulative Balance")|force_escape }}</th>
        <th class="actions" scope="col">{{ _("View")|force_escape }}</th>
      </tr>
    </thead>
    <tbody>
      {% for item in item_list %}
        <tr class="{% if item.balance < 0 %} table-danger {% endif %}">
          <td>{{ item.label }}</td>
          <td class="amount">{{ item.credit|accounting_amount }}</td>
          <td class="amount">{{ item.debit|accounting_amount }}</td>
          <td class="amount {% if item.balance < 0 %} text-danger {% endif %}">{{ item.balance|accounting_amount }}</td>
          <td class="amount {% if item.cumulative_balance < 0 %} text-danger {% endif %}">{{ item.cumulative_balance|accounting_amount }}</td>
          <td class="actions">
            {% if item.month is not None %}
              <a class="btn btn-info" role="button" href="{% url "accounting:cash" account item.month|date:"Y-m" %}">
                <i class="fas fa-eye"></i>
                <span class="d-none d-lg-inline">{{ _("View")|force_escape }}</span>
              </a>
            {% endif %}
          </td>
        </tr>
      {% endfor %}
    </tbody>
  </table>

  {# The list for small screens #}
  <ul class="list-group d-sm-none">
    {% for item in item_list %}
      <li class="list-group-item {% if item.balance < 0 %} list-group-item-danger {% endif %}">
        {% if item.month is not None %}
          <a class="list-group-item-action d-flex justify-content-between align-items-center" href="{% url "accounting:cash" account item.month|date:"Y-m" %}">
            {{ item.label }}
            <div>
              <span class="badge badge-success badge-pill">
                {{ item.credit|accounting_amount }}
              </span>
              <span class="badge badge-warning badge-pill">
                {{ item.debit|accounting_amount }}
              </span>
              <span class="badge {% if item.balance < 0 %} badge-danger {% else %} badge-info {% endif %} badge-pill">
                {{ item.balance|intcomma:False }}
              </span>
              <span class="badge {% if item.cumulative_balance < 0 %} badge-danger {% else %} badge-primary {% endif %} badge-pill">
                {{ item.cumulative_balance|intcomma:False }}
              </span>
            </div>
          </a>
        {% else %}
          <div class="d-flex justify-content-between align-items-center">
            {{ item.label }}
            <div>
              <span class="badge badge-success badge-pill">
                {{ item.credit|accounting_amount }}
              </span>
              <span class="badge badge-warning badge-pill">
                {{ item.debit|accounting_amount }}
              </span>
              <span class="badge {% if item.balance < 0 %} badge-danger {% else %} badge-info {% endif %} badge-pill">
                {{ item.balance|intcomma:False }}
              </span>
              <span class="badge {% if item.cumulative_balance < 0 %} badge-danger {% else %} badge-primary {% endif %} badge-pill">
                {{ item.cumulative_balance|intcomma:False }}
              </span>
            </div>
          </div>
        {% endif %}
      </li>
    {% endfor %}
  </ul>
{% else %}
  <p>{{ _("There is currently no data.")|force_escape }}</p>
{% endif %}

{% endblock %}