projekt kivitendo

[%- USE LxERP -%]

[%- USE T8    -%]

[%- USE L     -%]

[%- USE HTML  -%]

[%- USE P     -%]

[%- SET dec = 2 %]

<h2>[% 'Balance accounts' | $T8 %]</h2>

<table class="tbl-list wi-moderate">

 <thead>

 <tr>

  <th            >[%- 'Account'          | $T8 %]</th>

  <th            >[%- 'Description'      | $T8 %]</th>

  <th colspan="2">[%- 'Starting Balance' | $T8 %]</th>

  <th colspan="2">[%- 'Balance with CB'  | $T8 %]</th>

  <th colspan="2">[%- 'Closing Balance'  | $T8 %]</th>

 </tr>

 </thead>

 <thead>

 <tr>

  <th></th>

  <th></th>

  <th>[%- 'Debit'  | $T8 %]</th>

  <th>[%- 'Credit' | $T8 %]</th>

  <th>[%- 'Debit'  | $T8 %]</th>

  <th>[%- 'Credit' | $T8 %]</th>

  <th>[%- 'Debit'  | $T8 %]</th>

  <th>[%- 'Credit' | $T8 %]</th>

 </tr>

 </thead>

 <tbody>

 [% FOREACH chart = charts %]

   [%- NEXT UNLESS chart.account_type == 'asset_account' -%]

 <tr id="tr_[% loop.count %]" class="listrow[% loop.count % 2 %]">

  <td>                 [% chart.accno | html %]</td>

  <td>                 [% chart.description | html %]</td>

  <td class="numeric"> [% IF chart.ob_amount < 0      %]  [% LxERP.format_amount(chart.ob_amount * -1, dec)       %] [% END %]</td>

  <td class="numeric"> [% IF chart.ob_amount > 0      %]  [% LxERP.format_amount(chart.ob_amount, dec)            %] [% END %]</td>

  <td class="numeric"> [% IF chart.amount_with_cb < 0 %]  [% LxERP.format_amount(chart.amount_with_cb * -1, dec)  %] [% END %]</td>

  <td class="numeric"> [% IF chart.amount_with_cb > 0 %]  [% LxERP.format_amount(chart.amount_with_cb, dec)       %] [% END %]</td>

  [% # cb amounts: >/< are switched and cb_amounts are multiplied with -1. The closing balance as calculated by cb_amount negates the actual balance, but when displaying it as the closing balance we want to display it in the same form as the actual balance %]

  <td class="numeric"> [% IF chart.cb_amount > 0 %]  [% LxERP.format_amount(chart.cb_amount *  1, dec) %] [% END %]</td>

  <td class="numeric"> [% IF chart.cb_amount < 0 %]  [% LxERP.format_amount(chart.cb_amount * -1, dec) %] [% END %]</td>

 </tr>

 [% END %]

 </tbody>

</table>

<h2>[% 'Profit and loss accounts' | $T8 %]</h2>

<p>

[% IF profit_loss_sum < 0 %] [% THEN %][% 'Loss' | $T8 %] [% ELSE %] [% 'Profit' | $T8 %] [% END %]:   

[% LxERP.format_amount(profit_loss_sum, dec) %]

</p>

<table class="tbl-list wi-moderate">

 <thead>

 <tr>

  <th          >[%- 'Account'         | $T8 %]</th>

  <th          >[%- 'Description'     | $T8 %]</th>

  <th colspan=2>[%- 'Balance with CB' | $T8 %]</th>

  <th colspan=2>[%- 'Closing Balance' | $T8 %]</th>

 </tr>

 </thead>

 <thead>

 <tr>

  <th></th>

  <th></th>

  <th>[%- 'Debit'  | $T8 %]</th>

  <th>[%- 'Credit' | $T8 %]</th>

  <th>[%- 'Debit'  | $T8 %]</th>

  <th>[%- 'Credit' | $T8 %]</th>

 </tr>

 </thead>

 <tbody>

 [% FOREACH chart = charts %]

   [%- NEXT UNLESS chart.account_type == 'profit_loss_account' -%]

 <tr id="tr_[% loop.count %]" class="listrow[% loop.count % 2 %]">

  <td                >[% chart.accno | html %]</td>

  <td                >[% chart.description | html %]</td>

  <td class="numeric">[% IF chart.amount_with_cb < 0 %] [% LxERP.format_amount(chart.amount_with_cb * -1, dec) %] [% END %]</td>

  <td class="numeric">[% IF chart.amount_with_cb > 0 %] [% LxERP.format_amount(chart.amount_with_cb, dec)      %] [% END %]</td>

  <td class="numeric">[% IF chart.cb_amount > 0 %] [% LxERP.format_amount(chart.cb_amount *  1, dec) %] [% END %]</td>

  <td class="numeric">[% IF chart.cb_amount < 0 %] [% LxERP.format_amount(chart.cb_amount * -1, dec)      %] [% END %]</td>

 </tr>

 [% END %]

 </tbody>

</table>

[% # L.dump(charts) %]

[%- USE HTML %]

[%- USE T8 %]

[%- USE L %]

[%- USE LxERP %]

<h1>[% title | html %]</h1>

[%- INCLUDE 'common/flash.html' %]

<div class="wrapper">

[% IF carry_over_chart AND profit_chart AND loss_chart %] [% THEN %]

<form id="filter" name="filter" method="post" action="controller.pl">

<table class="tbl-horizontal">

  <tr>

    <td>[% 'Year-end date' | $T8 %]</td>

    <td>[% L.date_tag('cb_date', SELF.cb_date) %]</td>

  </tr>

  <tr class="startdate">

   <td>[% 'Startdate method' | $T8 %]</td>

   <td>[% L.select_tag('balance_startdate_method', balance_startdate_method_options, value_key = 'value', title_key = 'title') %]</td>

  </tr>

  <tr class="startdate">

    <td>[% 'Start date' | $T8 %]</td>

    <td>[% L.date_tag('cb_startdate', '', readonly=1) %]</td>

  </tr>

  <tr>

    <td>[% 'Carry over account for year-end closing' | $T8 %]</td>

    <td>[% carry_over_chart.displayable_name | html %]</td>

  </tr>

  <tr>

    <td>[% 'Profit carried forward account' | $T8 %]</td>

    <td>[% profit_chart.displayable_name | html %]</td>

  </tr>

  <tr>

    <td>[% 'Loss carried forward account' | $T8 %]</td>

    <td>[% loss_chart.displayable_name | html %]</td>

  </tr>

</table>

</form>

[% ELSE %]

  [% 'Please configure the carry over and profit and loss accounts for year-end closing in the client configuration!' | $T8 %]

[% END %]

[% # L.button_tag("refresh_charts();", LxERP.t8("Preview")) %]

[% L.button_tag("year_end_bookings();", LxERP.t8("Apply year-end bookings"), id='apply_year_end_bookings_button', confirm=LxERP.t8("Are you sure?")) %]

<div id="charts" style="padding-top: 20px">

</div>

</div> <!-- wrapper -->

<script type="text/javascript">

  function get_startdate() {

    $.get("controller.pl", {

      action:                   'YearEndTransactions/get_start_date',

      cb_date:                  $('#cb_date').val(),

      balance_startdate_method: $('#balance_startdate_method').val()

    }, kivi.eval_json_result)

  }

  function year_end_bookings() {

    $.post("controller.pl", {

      action:  'YearEndTransactions/year_end_bookings',

      cb_date: $('#cb_date').val(),

    }, kivi.eval_json_result)

  }

  function refresh_charts() {

    var filterdata = $('#filter').serialize()

    var url = './controller.pl?action=YearEndTransactions/update_charts&' + filterdata;

    $.ajax({

       url : url,

       type: 'GET',

       success: function(data){

           $('#charts').html(data);

       }

    })

  };

$(function(){

  $('#apply_year_end_bookings_button').hide();

  $('.startdate').hide();

  $('#balance_startdate_method').change(function(){

    get_startdate();

    setTimeout(function() {

      refresh_charts();

    }, 200);    

  });

  $('#cb_date').change(function(){

    get_startdate();

    setTimeout(function() {

      refresh_charts();

    }, 200);    

  });

})

</script>