Added ledger.
This commit is contained in:
@ -0,0 +1,41 @@
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{#
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The Mia! Accounting Flask Project
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ledger-mobile-row.html: The row in the ledger for the mobile devices
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Copyright (c) 2023 imacat.
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Licensed under the Apache License, Version 2.0 (the "License");
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you may not use this file except in compliance with the License.
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You may obtain a copy of the License at
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http://www.apache.org/licenses/LICENSE-2.0
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Unless required by applicable law or agreed to in writing, software
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distributed under the License is distributed on an "AS IS" BASIS,
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WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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See the License for the specific language governing permissions and
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limitations under the License.
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Author: imacat@mail.imacat.idv.tw (imacat)
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First written: 2023/3/5
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#}
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<div>
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{% if item.date is not none %}
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<div class="text-muted small">
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{{ item.date|accounting_format_date }}
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</div>
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{% endif %}
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{% if item.summary is not none %}
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<div>{{ item.summary }}</div>
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{% endif %}
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</div>
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<div>
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{% if item.debit is not none %}
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<span class="badge rounded-pill bg-success">+{{ item.debit|accounting_format_amount }}</span>
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{% endif %}
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{% if item.credit is not none %}
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<span class="badge rounded-pill bg-warning">-{{ item.credit|accounting_format_amount }}</span>
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{% endif %}
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<span class="badge rounded-pill bg-primary">{{ item.balance|accounting_format_amount }}</span>
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</div>
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@ -27,7 +27,7 @@ First written: 2023/3/4
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</button>
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<ul class="dropdown-menu" aria-labelledby="accounting-report-chooser">
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{% for report in report_chooser %}
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<li><a class="dropdown-item {% if report.is_active %} active {% endif %}" href="{{ report.url }}">{{ report.name }}</a></li>
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<li><a class="dropdown-item {% if report.is_active %} active {% endif %}" href="{{ report.url }}">{{ report.title }}</a></li>
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{% endfor %}
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</ul>
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</div>
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@ -41,7 +41,8 @@ First written: 2023/3/4
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<ul class="dropdown-menu">
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<li>
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<a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
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{{ A_("Cash Expense") }}</a>
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{{ A_("Cash Expense") }}
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</a>
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</li>
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<li>
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<a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
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@ -61,9 +62,9 @@ First written: 2023/3/4
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{% endwith %}
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<button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
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<i class="fa-solid fa-calendar-day"></i>
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{{ report.period.desc }}
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{{ report.period.desc|title }}
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</button>
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<a class="btn btn-primary" role="button" href="?as=csv">
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<a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
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<i class="fa-solid fa-download"></i>
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{{ A_("Download") }}
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</a>
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@ -106,7 +107,7 @@ First written: 2023/3/4
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<tr class="accounting-clickable accounting-table-row-link" data-href="{{ url_for("accounting.transaction.detail", txn=item.transaction)|accounting_append_next }}">
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<td>{{ item.transaction.date|accounting_format_date }}</td>
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<td>{{ item.currency.name }}</td>
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<td>{{ item.account.title }}</td>
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<td>{{ item.account }}</td>
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<td>{{ "" if item.summary is none else item.summary }}</td>
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<td class="accounting-amount">{{ "" if not item.is_debit else item.amount|accounting_format_amount }}</td>
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<td class="accounting-amount">{{ "" if item.is_debit else item.amount|accounting_format_amount }}</td>
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@ -124,7 +125,7 @@ First written: 2023/3/4
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{{ item.transaction.date|accounting_format_date }}
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{{ item.account.title }}
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{% if item.currency_code != accounting_default_currency_code() %}
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<span class="badge rounded-pill bg-info">{{ item.currency.code }}</span>
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<span class="badge rounded-pill bg-info">{{ item.currency_code }}</span>
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{% endif %}
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</div>
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{% if item.summary is not none %}
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211
src/accounting/templates/accounting/report/ledger.html
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211
src/accounting/templates/accounting/report/ledger.html
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@ -0,0 +1,211 @@
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{#
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The Mia! Accounting Flask Project
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ledger.html: The ledger
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Copyright (c) 2023 imacat.
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Licensed under the Apache License, Version 2.0 (the "License");
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you may not use this file except in compliance with the License.
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You may obtain a copy of the License at
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http://www.apache.org/licenses/LICENSE-2.0
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Unless required by applicable law or agreed to in writing, software
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distributed under the License is distributed on an "AS IS" BASIS,
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WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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See the License for the specific language governing permissions and
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limitations under the License.
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Author: imacat@mail.imacat.idv.tw (imacat)
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First written: 2023/3/5
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#}
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{% extends "accounting/base.html" %}
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{% block accounting_scripts %}
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<script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
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<script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
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<script src="{{ url_for("accounting.static", filename="js/table-row-link.js") }}"></script>
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{% endblock %}
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{% block header %}{% block title %}{{ _("Ledger of %(account)s in %(currency)s %(period)s", currency=report.currency, account=report.account|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
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{% block content %}
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<div class="btn-group mb-2 d-none d-md-inline-flex">
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{% if accounting_can_edit() %}
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<div class="btn-group" role="group">
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<button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
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<i class="fa-solid fa-plus"></i>
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{{ A_("New") }}
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</button>
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<ul class="dropdown-menu">
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<li>
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<a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
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{{ A_("Cash Expense") }}
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</a>
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</li>
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<li>
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<a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
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{{ A_("Cash Income") }}
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</a>
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</li>
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<li>
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<a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
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{{ A_("Transfer") }}
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</a>
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</li>
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</ul>
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</div>
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{% endif %}
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{% with report_chooser = report.report_chooser %}
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{% include "accounting/report/include/report-chooser.html" %}
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{% endwith %}
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<div class="btn-group">
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<button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
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<i class="fa-solid fa-money-bill-wave"></i>
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{{ report.currency.name|title }}
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</button>
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<ul class="dropdown-menu">
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{% for currency in report.currency_options %}
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<li>
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<a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
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{{ currency.title|title }}
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</a>
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</li>
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{% endfor %}
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</ul>
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</div>
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<div class="btn-group">
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<button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
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<i class="fa-solid fa-book"></i>
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{{ report.account.title|title }}
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</button>
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<ul class="dropdown-menu">
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{% for account in report.account_options %}
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<li>
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<a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
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{{ account.title|title }}
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</a>
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</li>
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{% endfor %}
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</ul>
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</div>
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<button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
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<i class="fa-solid fa-calendar-day"></i>
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{{ report.period.desc|title }}
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</button>
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<a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
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<i class="fa-solid fa-download"></i>
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{{ A_("Download") }}
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</a>
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</div>
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{% with txn_types = report.txn_types %}
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{% include "accounting/include/add-txn-material-fab.html" %}
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{% endwith %}
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<div class="btn-group btn-actions mb-3 d-md-none">
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{% with report_chooser = report.report_chooser %}
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{% include "accounting/report/include/report-chooser.html" %}
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{% endwith %}
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<div class="btn-group">
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<button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
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<i class="fa-solid fa-money-bill-wave"></i>
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{{ A_("Currency") }}
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</button>
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<ul class="dropdown-menu">
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{% for currency in report.currency_options %}
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<li>
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<a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
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{{ currency.title|title }}
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</a>
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</li>
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{% endfor %}
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</ul>
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</div>
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<div class="btn-group">
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<button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
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<i class="fa-solid fa-book"></i>
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{{ A_("Account") }}
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</button>
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<ul class="dropdown-menu">
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{% for account in report.account_options %}
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<li>
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<a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
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{{ account.title|title }}
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</a>
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</li>
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{% endfor %}
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</ul>
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</div>
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<button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
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<i class="fa-solid fa-calendar-day"></i>
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{{ A_("Period") }}
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</button>
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</div>
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{% with period = report.period, period_chooser = report.period_chooser %}
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{% include "accounting/report/include/period-chooser.html" %}
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{% endwith %}
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{% if list %}
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{% include "accounting/include/pagination.html" %}
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<table class="table table-striped table-hover d-none d-md-table accounting-ledger-table">
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<thead>
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<tr>
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<th scope="col">{{ A_("Date") }}</th>
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<th scope="col">{{ A_("Summary") }}</th>
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<th class="accounting-amount" scope="col">{{ A_("Debit") }}</th>
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<th class="accounting-amount" scope="col">{{ A_("Credit") }}</th>
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<th class="accounting-amount" scope="col">{{ A_("Balance") }}</th>
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</tr>
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</thead>
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<tbody>
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{% for item in list %}
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<tr {% if item.transaction is not none %} class="accounting-clickable accounting-table-row-link" data-href="{{ url_for("accounting.transaction.detail", txn=item.transaction)|accounting_append_next }}" {% endif %}>
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<td>{{ item.date|accounting_format_date }}</td>
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<td>{{ "" if item.summary is none else item.summary }}</td>
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<td class="accounting-amount">{{ "" if item.debit is none else item.debit|accounting_format_amount }}</td>
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<td class="accounting-amount">{{ "" if item.credit is none else item.credit|accounting_format_amount }}</td>
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<td class="accounting-amount">{{ item.balance|accounting_format_amount }}</td>
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</tr>
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{% endfor %}
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</tbody>
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{% if report.total_row is not none %}
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<tfoot>
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<tr>
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<td colspan="2">{{ A_("Total") }}</td>
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<td class="accounting-amount">{{ report.total_row.debit|accounting_format_amount }}</td>
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<td class="accounting-amount">{{ report.total_row.credit|accounting_format_amount }}</td>
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<td class="accounting-amount">{{ report.total_row.balance|accounting_format_amount }}</td>
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</tr>
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</tfoot>
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{% endif %}
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</table>
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<div class="list-group d-md-none">
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{% for item in list %}
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{% if item.transaction is not none %}
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<a class="list-group-item list-group-item-action d-flex justify-content-between" href="{{ url_for("accounting.transaction.detail", txn=item.transaction)|accounting_append_next }}">
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{% include "accounting/report/include/ledger-mobile-row.html" %}
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</a>
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{% else %}
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<div class="list-group-item list-group-item-action d-flex justify-content-between">
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{% include "accounting/report/include/ledger-mobile-row.html" %}
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</div>
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{% endif %}
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{% endfor %}
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{% if report.total_row is not none %}
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{% with item = report.total_row %}
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<div class="list-group-item list-group-item-action d-flex justify-content-between">
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{% include "accounting/report/include/ledger-mobile-row.html" %}
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</div>
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{% endwith %}
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{% endif %}
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</div>
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{% else %}
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<p>{{ A_("There is no data.") }}</p>
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{% endif %}
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{% endblock %}
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