balance_sheet: Refactor out Report.start_sheet method.
This commit is contained in:
Brett Smith
parent
aa1f2ea35a
commit
90ae343a1a
1 changed files with 43 additions and 78 deletions
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@ -198,6 +198,7 @@ class Report(core.BaseODS[Sequence[None], None]):
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) -> None:
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super().__init__()
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self.balances = balances
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self.date_fmt = date_fmt
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one_day = datetime.timedelta(days=1)
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date = balances.period_range.stop - one_day
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self.period_name = date.strftime(date_fmt)
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@ -248,23 +249,37 @@ class Report(core.BaseODS[Sequence[None], None]):
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account, sort_period,
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))
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def write_financial_position(self) -> None:
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self.use_sheet("Financial Position")
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for width in [3, 1.5, 1.5]:
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col_style = self.column_style(width)
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def start_sheet(self,
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sheet_name: str,
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*headers: Iterable[str],
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totals_prefix: Sequence[str]=(),
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first_width: Union[float, str]=3,
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width: Union[float, str]=1.5,
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) -> None:
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header_cells: Sequence[odf.table.TableCell] = [
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odf.table.TableCell(),
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*(self.multiline_cell(header_lines, stylename=self.style_huline)
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for header_lines in headers),
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*(self.multiline_cell([*totals_prefix, date_s], stylename=self.style_huline)
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for date_s in [self.period_name, self.opening_name]),
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]
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self.col_count = len(header_cells)
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self.use_sheet(sheet_name)
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for index in range(self.col_count):
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col_style = self.column_style(width if index else first_width)
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self.sheet.addElement(odf.table.TableColumn(stylename=col_style))
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start_date = self.balances.period_range.start.strftime(self.date_fmt)
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self.add_row(
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self.multiline_cell([
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"DRAFT Statement of Financial Position",
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self.period_name,
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], numbercolumnsspanned=3, stylename=self.style_header)
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f"DRAFT Statement of {sheet_name}",
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f"{start_date}—{self.period_name}",
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], numbercolumnsspanned=self.col_count, stylename=self.style_header)
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)
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self.add_row()
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self.add_row(
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odf.table.TableCell(),
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self.string_cell(self.period_name, stylename=self.style_huline),
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self.string_cell(self.opening_name, stylename=self.style_huline),
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)
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self.add_row(*header_cells)
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def write_financial_position(self) -> None:
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self.start_sheet("Financial Position")
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prior_assets = core.MutableBalance()
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period_assets = core.MutableBalance()
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@ -358,35 +373,18 @@ class Report(core.BaseODS[Sequence[None], None]):
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)
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def write_activities(self) -> None:
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self.use_sheet("Activities")
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self.start_sheet(
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"Activities",
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["Without Donor", "Restrictions"],
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["With Donor", "Restrictions"],
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totals_prefix=["Total Year Ended"],
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)
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bal_kwargs: Sequence[Dict[str, Any]] = [
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{'period': Period.PERIOD, 'fund': Fund.UNRESTRICTED},
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{'period': Period.PERIOD, 'fund': Fund.RESTRICTED},
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{'period': Period.PERIOD},
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{'period': Period.PRIOR},
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]
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col_count = len(bal_kwargs) + 1
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for index in range(col_count):
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col_style = self.column_style(1.5 if index else 3)
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self.sheet.addElement(odf.table.TableColumn(stylename=col_style))
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self.add_row(
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self.multiline_cell([
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"DRAFT Statement of Activities",
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self.period_name,
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], numbercolumnsspanned=col_count, stylename=self.style_header)
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)
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self.add_row()
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self.add_row(
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odf.table.TableCell(),
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self.multiline_cell(["Without Donor", "Restrictions"],
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stylename=self.style_huline),
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self.multiline_cell(["With Donor", "Restrictions"],
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stylename=self.style_huline),
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self.multiline_cell(["Total Year Ended", self.period_name],
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stylename=self.style_huline),
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self.multiline_cell(["Total Year Ended", self.opening_name],
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stylename=self.style_huline),
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)
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totals = [core.MutableBalance() for _ in bal_kwargs]
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self.add_row(self.string_cell("Support and Revenue", stylename=self.style_bold))
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@ -513,7 +511,13 @@ class Report(core.BaseODS[Sequence[None], None]):
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)
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def write_functional_expenses(self) -> None:
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self.use_sheet("Functional Expenses")
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self.start_sheet(
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"Functional Expenses",
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["Program", "Services"],
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["Management and", "Administrative"],
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["Fundraising"],
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totals_prefix=["Total Year Ended"],
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)
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bal_kwargs: Sequence[Dict[str, Any]] = [
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{'period': Period.PERIOD, 'post_type': 'program'},
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{'period': Period.PERIOD, 'post_type': 'management'},
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@ -521,30 +525,6 @@ class Report(core.BaseODS[Sequence[None], None]):
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{'period': Period.PERIOD},
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{'period': Period.PRIOR},
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]
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col_count = len(bal_kwargs) + 1
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for index in range(col_count):
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col_style = self.column_style(1.5 if index else 3)
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self.sheet.addElement(odf.table.TableColumn(stylename=col_style))
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self.add_row(
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self.multiline_cell([
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"DRAFT Statement of Functional Expenses",
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self.period_name,
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], numbercolumnsspanned=col_count, stylename=self.style_header)
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)
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self.add_row()
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self.add_row(
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odf.table.TableCell(),
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self.multiline_cell(["Program", "Services"],
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stylename=self.style_huline),
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self.multiline_cell(["Management and", "Administrative"],
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stylename=self.style_huline),
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self.multiline_cell(["Fundraising"],
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stylename=self.style_huline),
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self.multiline_cell(["Total Year Ended", self.period_name],
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stylename=self.style_huline),
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self.multiline_cell(["Total Year Ended", self.opening_name],
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stylename=self.style_huline),
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)
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totals = [core.MutableBalance() for _ in bal_kwargs]
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for text, classification in self.walk_classifications_by_account('Expenses'):
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@ -566,7 +546,7 @@ class Report(core.BaseODS[Sequence[None], None]):
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if not (break_bal - balances[3]).clean_copy(1).is_zero():
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logger.warning(
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"Functional expenses breakdown does not match total on row %s",
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len(self.sheet.childNodes) - col_count,
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len(self.sheet.childNodes) - self.col_count,
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)
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for total, bal in zip(totals, balances):
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total += bal
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@ -578,27 +558,12 @@ class Report(core.BaseODS[Sequence[None], None]):
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)
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def write_cash_flows(self) -> None:
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self.use_sheet("Cash Flows")
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self.start_sheet("Cash Flows")
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bal_kwargs: Sequence[Dict[str, Any]] = [
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{'period': Period.PERIOD},
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{'period': Period.PRIOR},
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]
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col_count = len(bal_kwargs) + 1
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for index in range(col_count):
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col_style = self.column_style(1.5 if index else 3)
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self.sheet.addElement(odf.table.TableColumn(stylename=col_style))
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self.add_row(
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self.multiline_cell([
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"DRAFT Statement of Cash Flows",
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self.period_name,
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], numbercolumnsspanned=col_count, stylename=self.style_header)
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)
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self.add_row()
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self.add_row(
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odf.table.TableCell(),
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self.string_cell(self.period_name, stylename=self.style_huline),
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self.string_cell(self.opening_name, stylename=self.style_huline),
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)
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self.add_row(self.string_cell(
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"Cash Flows from Operating Activities",
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stylename=self.style_bold,
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