{% import "_query_table.html" as querytable with context %}
{% import "_charts.html" as charts with context %}
{% set new_querytable = extension.use_new_querytable() %}

<i>Investor: Reports, analyses, and tools for investments.</i>

{% set module = request.args.get('module') %}
<div class="headerline">
  {% for key, label in [('aa_class', _('Asset Allocation Classes')), ('aa_account', _('Asset Allocation Accounts')), ('cashdrag', _('Cash Drag')), ('tlh', _('Tax Loss Harvestor')) ] %}
  <h3><b>{% if not (module == key) %}<a href="{{ url_for('extension_report', report_name='Investor', module=key) }}">{{ label }}</a>{% else %} {{ label }}{% endif %}</b></h3>
  {% endfor %}
</div>


{% if (module == 'aa_account') %}
  <h2>Portfolio: Asset Allocation by Accounts</h2>
  {% set results = extension.build_aa_by_account() %}
  {% if results|length == 0 %}
     No regexes found in configuration. See example.beancount for how to configure this module.
  {% else %}
    {% for portfolio in results %}
        <h3>{{portfolio[0]}}</h3>
        {% if new_querytable %}
          {{ querytable.querytable(ledger, None, *portfolio[1]) }}
        {% else %}
          {{ querytable.querytable(None, *portfolio[1]) }}
        {% endif %}
        <br />
    {% endfor %}
  {% endif %}
{% endif %}


{% if (module == 'cashdrag') %}
  <h2>Cash Drag Analysis</h2>
  {% set results = extension.build_cashdrag() %}
  {% if new_querytable %}
    {{ querytable.querytable(ledger, None, *results) }}
  {% else %}
    {{ querytable.querytable(None, *results) }}
  {% endif %}
{% endif %}

{% if (module == 'tlh') %}
  <h2>Tax Loss Harvester</h2>
  {% set harvests = extension.build_tlh_tables() %}

  <div class="row">
    <div class="column">
      <h3 style="text-align:left">Summary</h3>
      <table class="sortable">
        <thead>
          <tr>
            <th data-sort="string">{{ _('Summary') }}</th>
            <th data-sort="string">{{ _('Val') }}</th>
          </tr>
        </thead>
        <tbody>
          {% for key, value in harvests[1].items() %}
          <tr>
            <td>{{ key }}</td>
            <td align="right">{{ value }}</td>
          </tr>
          {% endfor %}
        </tbody>
      </table>
      <br />
    </div>
    <div class="column">
      <h3 style="text-align:left">Losses by Commodity</h3>
      {% if new_querytable %}
        {{ querytable.querytable(ledger, None, *harvests[3]) }}
      {% else %}
        {{ querytable.querytable(None, *harvests[3]) }}
      {% endif %}
      <br />
    </div>
  </div>


  <h3>Candidates for tax loss harvesting</h3>
  {% if new_querytable %}
    {{ querytable.querytable(ledger, None, *harvests[0]) }}
  {% else %}
    {{ querytable.querytable(None, *harvests[0]) }}
  {% endif %}
  <br />


  <h3>Potential wash sales: purchases within the past 30 days</h3>
  <i>Below, earliest_sale is the date on which a loss can be harvested without resulting in
    a wash sale.</i>
  {% set table_empty_msg = None %}
  {% if harvests[2][0]|length == 0 %}
    {% set table_empty_msg = 'No purchases of the candidates above found within the last 30 days!' %}
  {% endif %}
  {% if new_querytable %}
    {{ querytable.querytable(ledger, table_empty_msg, *harvests[2]) }}
  {% else %}
    {{ querytable.querytable(table_empty_msg, *harvests[2]) }}
  {% endif %}
  <br />

  <h3>What not to buy</h3>
  <i>Below is a list of recent sales with losses. Assuming these losses were harvested,
    purchasing these within 30 days of the sale could result in the loss becoming a wash
    sale.</i>
  {% set lossy_sales = extension.recently_sold_at_loss() %}
  {% set table_empty_msg = None %}
  {% if lossy_sales[1]|length == 0 %}
    {% set table_empty_msg = 'No sales with losses found in the last 30 days!' %}
  {% endif %}
  {% if new_querytable %}
    {{ querytable.querytable(ledger, table_empty_msg, *lossy_sales) }}
  {% else %}
    {{ querytable.querytable(table_empty_msg, *lossy_sales) }}
  {% endif %}

  <br>
  <i>None of the above is meant to be financial, legal, tax, or other advice.</i>


{% endif %}

{% set table_hover_text = _('Hold Shift while clicking to expand all children.
Hold Ctrl or Cmd while clicking to expand one level.') %}

{# TODO: 
- add a format_percentage() to fava's template_filters, and use that here
- display 0 decimal places for assets (needed for all of fava_investor)
- fix: asset bucket spacing is too wide
- get currency from libassetalloc instead of looping: {% for currency in ledger.options.operating_currency %}
- remove links from asset class name
#}

{% macro asset_tree(account_node) %}
<tree-table>
<ol class="flex-table tree-table{{ ' two-currencies' if ledger.options.operating_currency|length > 1 else '' }}" title="{{ table_hover_text }}">
  <li class="head">
    <p>
      <span class="account-cell"><button type="button" class="link expand-all hidden" title="{{ _('Expand all accounts') }}">{{ _('Expand all') }}</button></span>
      {% for currency in ledger.options.operating_currency %}
      <span class="num">{{ currency }}</span>
      {% endfor %}
      <span class="num other">{{ _('Percentage') }}</span>
    </p>
  </li>
  {% for account in ([account_node] if account_node.name else account_node.children) recursive %}
  <li{{ '' }}>
    <p{{ ' class=has-balance' }}>
    <span class="account-cell depth-{{ loop.depth0 }} droptarget{{ ' has-children' if account.children else '' }}" data-account-name="{{ account.name }}">
    <a href='' class='account'>
      {{ account.name.split('_')[-1] }}
    </a>
    </span>
    {% for currency in ledger.options.operating_currency %}
    <span class="num">
      <span class="balance">
        <span class="number">{{ account.balance|format_currency(currency) }}</span>
      </span>
      <span class="balance-children">
        <span class="number">{{ account.balance_children|format_currency(currency) }}</span>
      </span>
    </span>
    {% endfor %}
    <span class="num other">
      {% set percentage_parent =  '{:3.0f}% of {}'.format(account.percentage_parent, account.parent.name) if account.parent else '' %}
      <span class="balance">
        <span class="number" title="{{ percentage_parent }}">{{ '{:6.2f} %'.format(account.percentage) if account.percentage else '' }}</span>
      </span>
      <span class="balance-children">
        <span class="number" title="{{ percentage_parent }}">{{ '{:6.2f} %'.format(account.percentage_children) if account.percentage_children else '' }}</span>
      </span>
    </span>
    </p>
    {% if account.children %}
    <ol>
      {{ loop(account.children|sort(attribute='name')) }}
    </ol>
    {% endif %}
  </li>
  {% endfor %}
</ol>
</tree-table>
{% endmacro %}

{% macro asset_allocation_hierarchy(serialised_tree, label=None) %}
{% do charts.chart_data.append({
'type': 'hierarchy',
'label': 'Asset Allocation' if not label else label,
'data': {
  'modifier': 1,
  'root': serialised_tree,
},
}) %}
{% endmacro %}

{% if (module == 'aa_class') %}
  <h2>Portfolio: Asset Allocation by Class</h2>

  {% set results = extension.build_assetalloc_by_class() %}
  {{ asset_tree(results[0]) }}

  {{ asset_allocation_hierarchy(results[0].serialise(results[0]['currency']), label='Asset Allocation') }}
  <script type="application/json" id="chart-data">{{ charts.chart_data|tojson|safe }}</script>

{% endif %}