{% extends "base.html" %}
{% block title %}Statements & Reports{% endblock %}
{% block body %}
<h1>Financial Statements &amp; Reports <span class="muted">— {{ period }}</span></h1>
<form class="inline" method="get" action="/reports">
  Period <select name="period" onchange="this.form.submit()">
    {% for p in periods %}<option value="{{ p.label }}" {{ 'selected' if p.label==period }}>{{ p.label }}</option>{% endfor %}
  </select>
</form>

<h2>Trial Balance <span class="pill {{ 'ok' if tb.balanced else 'bad' }}">{{ 'balanced' if tb.balanced else 'OUT OF BALANCE' }}</span></h2>
<table>
<tr><th>Code</th><th>Account</th><th class="n">Debit</th><th class="n">Credit</th></tr>
{% for r in tb.rows %}<tr><td>{{ r.code }}</td><td>{{ r.name }}</td><td class="n">{{ r.debit|c if r.debit }}</td><td class="n">{{ r.credit|c if r.credit }}</td></tr>{% endfor %}
<tr class="tot"><td colspan="2">Total</td><td class="n">{{ tb.total_debit|c }}</td><td class="n">{{ tb.total_credit|c }}</td></tr>
</table>

<h2>Income Statement <span class="muted">({{ start }} → {{ end }})</span></h2>
<table>
<tr><th colspan="2">Income</th></tr>
{% for r in isr.income %}<tr><td>{{ r.code }} {{ r.name }}</td><td class="n">{{ r.amount|c }}</td></tr>{% endfor %}
<tr class="tot"><td>Total income</td><td class="n">{{ isr.total_income|c }}</td></tr>
<tr><th colspan="2">Expense</th></tr>
{% for r in isr.expense %}<tr><td>{{ r.code }} {{ r.name }}</td><td class="n">{{ r.amount|c }}</td></tr>{% endfor %}
<tr class="tot"><td>Total expense</td><td class="n">{{ isr.total_expense|c }}</td></tr>
<tr class="tot"><td>Net income</td><td class="n {{ 'neg' if isr.net_income<0 else 'pos' }}">{{ isr.net_income|c }}</td></tr>
</table>

<h2>Balance Sheet <span class="muted">(as of {{ end }})</span> <span class="pill {{ 'ok' if bs.balanced else 'bad' }}">{{ 'balanced' if bs.balanced else 'OUT OF BALANCE' }}</span></h2>
<table>
<tr><th colspan="2">Assets</th></tr>
{% for r in bs.assets %}<tr><td>{{ r.code }} {{ r.name }}</td><td class="n">{{ r.amount|c }}</td></tr>{% endfor %}
<tr class="tot"><td>Total assets</td><td class="n">{{ bs.total_assets|c }}</td></tr>
<tr><th colspan="2">Liabilities</th></tr>
{% for r in bs.liabilities %}<tr><td>{{ r.code }} {{ r.name }}</td><td class="n">{{ r.amount|c }}</td></tr>{% endfor %}
<tr class="tot"><td>Total liabilities</td><td class="n">{{ bs.total_liabilities|c }}</td></tr>
<tr><th colspan="2">Equity</th></tr>
{% for r in bs.equity %}<tr><td>{{ r.code }} {{ r.name }}</td><td class="n">{{ r.amount|c }}</td></tr>{% endfor %}
<tr class="tot"><td>Total equity</td><td class="n">{{ bs.total_equity|c }}</td></tr>
<tr class="tot"><td>Liabilities + equity</td><td class="n">{{ (bs.total_liabilities+bs.total_equity)|c }}</td></tr>
</table>

<h2>Cash Flow (direct) &amp; Net Worth</h2>
<table style="width:auto">
<tr><td>Operating</td><td class="n">{{ cf.operating|c }}</td></tr>
<tr><td>Investing</td><td class="n">{{ cf.investing|c }}</td></tr>
<tr><td>Financing</td><td class="n">{{ cf.financing|c }}</td></tr>
<tr class="tot"><td>Net change in cash</td><td class="n">{{ cf.net|c }}</td></tr>
<tr class="tot"><td>Net worth (assets − liabilities)</td><td class="n">{{ nw.net_worth|c }}</td></tr>
</table>

<h2>Managerial: spending by service line / cost center</h2>
<table style="width:auto">
<tr><th>Service line</th><th class="n">Amount</th></tr>
{% for r in by_sl %}<tr><td>{{ r.name }}</td><td class="n">{{ r.amount|c }}</td></tr>{% endfor %}
</table>
<table style="width:auto">
<tr><th>Cost center</th><th class="n">Amount</th></tr>
{% for r in by_cc %}<tr><td>{{ r.name }}</td><td class="n">{{ r.amount|c }}</td></tr>{% endfor %}
</table>
{% endblock %}