{% extends "budgets/base.html" %}
{% load bf %}
{% block title %}Variance report{% endblock %}
{% block content %}
<div class="pagehead"><div><h1>Variance report</h1><p class="muted">{{ cycle.name }} - {{ month_label }} and year to date, against v{{ version.number }} {{ version.name }}{% if reforecast %}; forecast = actuals + v{{ reforecast.number }}{% else %}; forecast = actuals + remaining budget{% endif %}</p></div>
<form method="get" class="inline">
<input type="hidden" name="cycle" value="{{ cycle.pk }}">
<select name="version" title="Budget version">{% for v in versions %}{% if v.kind == 'budget' %}<option value="{{ v.pk }}" {% if v == version %}selected{% endif %}>Budget v{{ v.number }}</option>{% endif %}{% endfor %}</select>
<select name="forecast" title="Re-forecast version"><option value="">Remaining budget</option>{% for v in versions %}<option value="{{ v.pk }}" {% if v == reforecast %}selected{% endif %}>Re-forecast v{{ v.number }}</option>{% endfor %}</select>
<select name="month">{% for i, l in month_choices %}<option value="{{ i }}" {% if i == report.month_idx %}selected{% endif %}>{{ l }}</option>{% endfor %}</select>
<select name="dept"><option value="">All departments</option>{% for d in departments %}<option value="{{ d.pk }}" {% if d == dept %}selected{% endif %}>{{ d.name }}</option>{% endfor %}</select>
<button class="btn">Apply</button>
<a class="btn" href="{% url 'export_variance_csv' %}?cycle={{ cycle.pk }}&version={{ version.pk }}&month={{ report.month_idx }}">CSV</a>
</form></div>
<div class="stats">
<div class="stat"><span>{{ month_label }} net result vs budget</span><b>{{ report.month.amount|money }}</b>{{ report.month.favorable|fu }}</div>
<div class="stat"><span>YTD net result vs budget</span><b>{{ report.ytd.amount|money }}</b>{{ report.ytd.favorable|fu }}</div>
<div class="stat"><span>Commentary outstanding</span><b>{{ open_comments }}</b></div>
<div class="stat"><span>Materiality</span><b>{{ cycle.materiality_amount|money }}</b><i class="muted">and {{ cycle.materiality_pct|pct }}</i></div>
</div>
<div class="charts">
<figure><figcaption>Revenue, budget vs actual <span class="legend"><i class="sw b"></i>Budget <i class="sw a"></i>Actual</span></figcaption>{{ income_chart }}</figure>
<figure><figcaption>Costs, budget vs actual <span class="legend"><i class="sw b"></i>Budget <i class="sw a"></i>Actual</span></figcaption>{{ cost_chart }}</figure>
</div>
{% for d in report.departments %}
<details class="deptblock" {% if d.open_comments or dept %}open{% endif %}>
<summary><b>{{ d.department.name }}</b>
<span class="sumline">Month net {{ d.month.amount|money }} {{ d.month.favorable|fu }} &nbsp; YTD net {{ d.ytd.amount|money }} {{ d.ytd.favorable|fu }}{% if d.open_comments %} <span class="badge bad">{{ d.open_comments }} need commentary</span>{% endif %}</span></summary>
<table class="data">
<thead><tr><th rowspan="2">Account</th><th colspan="4" class="grp">{{ month_label }}</th><th colspan="3" class="grp">Year to date</th><th colspan="2" class="grp">Full year</th><th rowspan="2">Commentary</th></tr>
<tr><th class="num">Budget</th><th class="num">Actual</th><th class="num">Var</th><th class="num">%</th><th class="num">Budget</th><th class="num">Actual</th><th class="num">Var</th><th class="num">Budget</th><th class="num">Forecast</th></tr></thead>
<tbody>{% for r in d.rows %}
<tr>
<td><a href="{% url 'variance_detail' d.department.pk r.account.pk %}?version={{ version.pk }}&month={{ report.month_idx }}{% if reforecast %}&forecast={{ reforecast.pk }}{% endif %}">{{ r.account.code }} {{ r.account.name }}</a></td>
<td class="num">{{ r.month.budget|money }}</td><td class="num">{{ r.month.actual|money }}</td><td class="num">{{ r.month.amount|money }} {{ r.month.favorable|fu }}</td><td class="num">{{ r.month.pct|pct }}</td>
<td class="num">{{ r.ytd.budget|money }}</td><td class="num">{{ r.ytd.actual|money }}</td><td class="num">{{ r.ytd.amount|money }} {{ r.ytd.favorable|fu }}</td>
<td class="num">{{ r.fy_budget|money }}</td><td class="num">{{ r.fy_forecast|money }}</td>
<td>{% if r.comment %}<span class="small">{{ r.comment.text }}</span>{% elif r.needs_comment %}<a class="badge bad" href="{% url 'variance_detail' d.department.pk r.account.pk %}?version={{ version.pk }}&month={{ report.month_idx }}">Commentary required</a>{% endif %}</td>
</tr>{% endfor %}</tbody></table></details>
{% empty %}<p class="muted">No budget or actuals for this selection.</p>{% endfor %}
{% endblock %}