mia-accounting-django/accounting/templates/accounting/trial-balance.html

{% extends "base.html" %}
{% comment %}
The Mia Accounting Application
cash.html: The template for the cash account 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: 2020/7/19
{% endcomment %}
{% load static %}
{% load i18n %}
{% load humanize %}
{% load mia_core %}
{% load accounting %}

{% block settings %}
  {% blocktrans asvar title with prep_period=request.resolver_match.kwargs.period.prep_desc %}Trial Balance {{ prep_period }}{% endblocktrans %}
  {% setvar "title" title %}
  {% setvar "use_period_chooser" True %}
  {% 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>
      {% trans "New" context "Accounting" as text %}{{ text|force_escape }}
    </button>
    <div class="dropdown-menu">
      <a class="dropdown-item" href="{% url "accounting:transactions.create" "expense" as url %}{% url_with_return url %}">
        {{ _("Cash Expense")|force_escape }}
      </a>
      <a class="dropdown-item" href="{% url "accounting:transactions.create" "income" as url %}{% url_with_return url %}">
        {{ _("Cash Income")|force_escape }}
      </a>
      <a class="dropdown-item" href="{% url "accounting:transactions.create" "transfer" as url %}{% url_with_return url %}">
        {{ _("Transfer")|force_escape }}
      </a>
    </div>
  </div>
  {% with current_report_icon="fas fa-balance-scale-right" current_report_title=_("Trial Balance") period=request.resolver_match.kwargs.period %}
    {% include "accounting/include/report-chooser.html" %}
  {% endwith %}
  <button type="button" class="btn btn-primary" data-toggle="modal" data-target="#period-modal">
    <i class="far fa-calendar-alt"></i>
    <span class="d-none d-md-inline">{{ request.resolver_match.kwargs.period.description }}</span>
    <span class="d-md-none">{{ _("Period")|force_escape }}</span>
  </button>
</div>

{% with period=request.resolver_match.kwargs.period %}
  {% include "mia_core/include/period-chooser.html" %}
{% endwith %}

{% if account_list %}
  {% include "mia_core/include/pagination.html" %}

  {# The table for large screens #}
  <div class="d-none d-sm-block report-block report-block-lg">
    <div class="row justify-content-center">
      <h2>{{ title|title_case }}</h2>
    </div>

    <div class="row">
      <div class="col-sm-12">
        <table class="table table-borderless table-hover trial-balance-table">
          <thead>
            <tr>
            <th scope="col">{{ _("Account")|force_escape }}</th>
            <th class="amount" scope="col">{{ _("Debit")|force_escape }}</th>
            <th class="amount" scope="col">{{ _("Credit")|force_escape }}</th>
            <th class="actions" scope="col">{{ _("View")|force_escape }}</th>
            </tr>
          </thead>
          <tbody>
            {% for account in account_list %}
              <tr>
                <td>{{ account.title|title_case }}</td>
                <td class="amount">{{ account.debit_amount|accounting_amount }}</td>
                <td class="amount">{{ account.credit_amount|accounting_amount }}</td>
                <td class="actions">
                  <a href="{% url "accounting:ledger" account request.resolver_match.kwargs.period %}" class="btn btn-info" role="button">
                    <i class="fas fa-eye"></i>
                    <span class="d-none d-lg-inline">{{ _("View")|force_escape }}</span>
                  </a>
                </td>
              </tr>
            {% endfor %}
          </tbody>
          <tfoot>
            <tr>
              <td>{{ _("Total")|force_escape }}</td>
              <td class="amount">{{ total_item.debit_amount|accounting_amount }}</td>
              <td class="amount">{{ total_item.credit_amount|accounting_amount }}</td>
              <td></td>
            </tr>
          </tfoot>
        </table>
      </div>
    </div>
  </div>

  {# The list for mobile browsers #}
  <div class="d-sm-none report-block report-block-sm">
    <div class="row justify-content-center">
      <h2>{{ title|force_escape }}</h2>
    </div>

    <div class="row">
      <div class="col-sm-12">
        <ul class="list-group d-lg-none trial-balance-list">
          {% for account in account_list %}
            <li class="list-group-item">
              <a class="list-group-item-action d-flex justify-content-between align-items-center" href="{% url "accounting:ledger" account request.resolver_match.kwargs.period %}">
                {{ account.title|title_case }}
                <div>
                  {% if account.debit_amount is not None %}
                    <span class="badge badge-success badge-pill">
                      {{ account.debit_amount|intcomma:False }}
                    </span>
                  {% endif %}
                  {% if account.credit_amount is not None %}
                    <span class="badge badge-warning badge-pill">
                      {{ account.credit_amount|intcomma:False }}
                    </span>
                  {% endif %}
                </div>
              </a>
            </li>
          {% endfor %}
          <li class="list-group-item d-flex justify-content-between align-items-center total">
            {{ _("Total")|force_escape }}
            <div>
              <span class="badge badge-success badge-pill">
                {{ total_item.debit_amount|intcomma:False }}
              </span>
              <span class="badge badge-warning badge-pill">
                {{ total_item.credit_amount|intcomma:False }}
              </span>
            </div>
          </li>
        </ul>
      </div>
    </div>
  </div>
{% else %}
  <p>{{ _("There is currently no data.")|force_escape }}</p>
{% endif %}

{% endblock %}