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WYGIWYH/app/templates/yearly_overview/pages/overview_by_account.html
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2024-10-31 23:13:29 -03:00

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{% extends "layouts/base.html" %}
{% load currency_display %}
{% load crispy_forms_tags %}
{% load i18n %}
{% load month_name %}
{% load static %}
{% load webpack_loader %}
{% block title %}{% translate 'Yearly Overview' %} :: {% translate "By account" %} :: {{ year }}{% endblock %}
{% block body_hyperscript %}
on keyup[code is 'ArrowLeft' and target.nodeName is 'BODY'] from body trigger 'previous_year' end
on keyup[code is 'ArrowRight' and target.nodeName is 'BODY'] from body trigger 'next_year' end
{% endblock %}
{% block content %}
<div class="container px-md-3 py-3 column-gap-5">
<div class="row mb-3 gx-xl-4 gy-3 mb-4">
{# Date picker#}
<div class="col-12 col-xl-2 flex-row align-items-center d-flex">
<div class="tw-text-base h-100 align-items-center d-flex">
<a role="button"
class="pe-4 py-2"
hx-boost="true"
hx-trigger="click, previous_year from:window"
href="{% url 'yearly_overview_account' year=previous_year %}">
<i class="fa-solid fa-chevron-left"></i></a>
</div>
<div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center">
{{ year }}
</div>
<div class="tw-text-base mx-2 h-100 align-items-center d-flex">
<a role="button"
class="ps-3 py-2"
hx-boost="true"
hx-trigger="click, next_year from:window"
href="{% url 'yearly_overview_account' year=next_year %}">
<i class="fa-solid fa-chevron-right"></i>
</a>
</div>
</div>
{# Action buttons#}
<div class="col-12 col-xl-10">
<div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
<button class="btn btn-sm btn-outline-success"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_income from:window"
hx-vals='{"year": {{ year }}, "type": "IN"}'>
<i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
{% translate "Income" %}
</button>
<button class="btn btn-sm btn-outline-danger"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_expense from:window"
hx-vals='{"year": {{ year }}, "type": "EX"}'>
<i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
{% translate "Expense" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'installment_plan_add' %}"
hx-trigger="click, installment from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-divide me-2"></i>
{% translate "Installment" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'recurring_transaction_add' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-repeat me-2"></i>
{% translate "Recurring" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'transactions_transfer' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_transfer from:window"
hx-vals='{"year": {{ year }}}'>
<i class="fa-solid fa-money-bill-transfer me-2"></i>
{% translate "Transfer" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'account_reconciliation' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-scale-balanced me-2"></i>
{% translate "Balance" %}
</button>
</div>
</div>
</div>
<div class="row row-cols-1 g-4 mb-3">
{% for date, x in totals.items %}
<div class="col">
<div class="card tw-relative h-100 shadow">
<div class="tw-absolute tw-h-8 tw-w-8 tw-right-2 tw-top-2 tw-bg-yellow-300 tw-text-yellow-800 text-center
align-items-center d-flex justify-content-center rounded-2 tw-font-bold">
{{ forloop.counter }}
</div>
<div class="card-body">
<h5 class="tw-text-yellow-400 fw-bold mb-3">{{ date.month|month_name }}</h5>
<div class="accordion accordion-flush" id="a-{{ forloop.counter }}-control">
{% for id, account in x.items %}
<div class="accordion-item">
<h2 class="accordion-header">
<button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#{{ account.name|slugify }}-{{ forloop.parentloop.counter }}" aria-expanded="false" aria-controls="{{ account.name|slugify }}-{{ forloop.counter }}">
<span class="badge text-bg-primary me-2">{{ account.group }}</span>{{ account.name }}
</button>
</h2>
<div id="{{ account.name|slugify }}-{{ forloop.parentloop.counter }}" class="accordion-collapse collapse">
<div class="accordion-body">
<div class="row">
<div class="col-12 col-lg-6">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-300">
<c-amount.display
:amount="account.income_unpaid"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-red-300">
<c-amount.display
:amount="account.expense_unpaid"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-yellow-300">
<c-amount.display
:amount="account.balance_unpaid"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
</div>
<hr class="my-3 d-block d-lg-none">
<div class="col-12 col-lg-6">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="account.income_paid"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="account.expense_paid"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-yellow-400">
<c-amount.display
:amount="account.balance_paid"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
</div>
<hr class="my-3">
<div>
<div class="d-flex justify-content-between align-items-baseline">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'final total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-300">
<c-amount.display
:amount="account.balance_total"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
{% endfor %}
</div>
</div>
</div>
</div>
{% endfor %}
</div>
</div>
{% endblock %}