{% extends "base.html" %}
{% from "_macros.html" import money %}
{% block title %}Dashboard{% endblock %}
{% block content %}
<header class="page-head">
  <div>
    <h1>Dashboard</h1>
    <p class="muted">Your rental and investment books at a glance.</p>
  </div>
  <div class="actions">
    <a class="btn" href="{{ url_for('main.import_page') }}">Import a statement</a>
    <a class="btn btn-primary" href="{{ url_for('main.tax_center') }}">Tax center</a>
  </div>
</header>

{% if not has_data %}
<section class="card getting-started">
  <h2>Getting started</h2>
  <ol class="steps">
    <li class="{{ 'done' if has_props }}"><a href="{{ url_for('main.properties_page') }}">Add your rental properties</a>
      <span class="muted">— name, address, purchase price and land value (for depreciation).</span></li>
    <li><a href="{{ url_for('main.accounts_page') }}">Add your accounts</a>
      <span class="muted">— each bank account, credit card and brokerage account, with its opening balance.</span></li>
    <li><a href="{{ url_for('main.import_page') }}">Import a statement download</a>
      <span class="muted">— CSV or Excel, Quicken (QFX/QIF) or OFX files from your bank's website.</span></li>
    <li>Categorize transactions <span class="muted">— create rules so next month happens automatically.</span></li>
    <li>Reconcile each account against the monthly statement.</li>
    <li>At tax time, open the <a href="{{ url_for('main.tax_center') }}">Tax center</a>.</li>
  </ol>
</section>
{% else %}

<section class="todo-grid">
  <a class="todo {{ 'todo-alert' if nav_uncategorized else 'todo-ok' }}" href="{{ url_for('main.transaction_next') if nav_uncategorized else url_for('main.transactions') }}">
    <span class="todo-num">{{ nav_uncategorized }}</span>
    <span class="todo-label">{{ 'transaction' if nav_uncategorized == 1 else 'transactions' }} to categorize</span>
    {% if nav_uncategorized %}<span class="todo-cta">Start categorizing →</span>{% else %}<span class="todo-cta">All caught up ✓</span>{% endif %}
  </a>
  <a class="todo {{ 'todo-alert' if needs_rec else 'todo-ok' }}" href="{{ url_for('main.reconcile_index') }}">
    <span class="todo-num">{{ needs_rec|length }}</span>
    <span class="todo-label">{{ 'account needs' if needs_rec|length == 1 else 'accounts need' }} reconciling through {{ last_month_end|usdate }}</span>
    <span class="todo-cta">{% if needs_rec %}{{ needs_rec|map(attribute='account.name')|join(', ') }}{% else %}All reconciled ✓{% endif %}</span>
  </a>
  <a class="todo" href="{{ url_for('main.report_pnl') }}">
    <span class="todo-num {{ 'neg' if pe.totals.net.total < 0 }}">{{ pe.totals.net.total|money }}</span>
    <span class="todo-label">net cash income {{ year }} so far</span>
    <span class="todo-cta">Income {{ pe.totals.income.total|money }} · Expenses {{ (-pe.totals.expense.total)|money }}</span>
  </a>
</section>

<div class="grid-2">
<section class="card">
  <div class="card-head"><h2>Accounts</h2><a href="{{ url_for('main.accounts_page') }}" class="small">Manage</a></div>
  <table class="table">
    <thead><tr><th>Account</th><th class="num">Balance</th><th>Reconciled through</th><th></th></tr></thead>
    <tbody>
    {% for r in accounts %}
      <tr>
        <td><a href="{{ url_for('main.transactions', account=r.account.id) }}">{{ r.account.name }}</a>
          <div class="muted small">{{ ACCOUNT_TYPES[r.account.type] }}</div></td>
        <td class="num {{ 'neg' if r.balance * r.sign < 0 }}">{{ (r.balance * r.sign)|money }}{% if r.sign < 0 %}<div class="muted small">owed</div>{% endif %}</td>
        <td>{% if r.last %}{{ r.last.statement_date|usdate }}{% else %}<span class="muted">never</span>{% endif %}
          {% if r.in_progress %}<div class="small"><a href="{{ url_for('main.reconcile_work', rec_id=r.in_progress.id) }}">resume in-progress</a></div>{% endif %}</td>
        <td class="right"><a class="btn btn-sm" href="{{ url_for('main.reconcile_index', account=r.account.id) }}">Reconcile</a></td>
      </tr>
    {% endfor %}
    </tbody>
  </table>
</section>

<section class="card">
  <div class="card-head"><h2>Rentals — {{ year }} to date</h2><a href="{{ url_for('main.properties_page') }}" class="small">Properties</a></div>
  {% if by_property %}
  <table class="table">
    <thead><tr><th>Property</th><th class="num">Income</th><th class="num">Expenses</th><th class="num">Net</th></tr></thead>
    <tbody>
    {% for r in by_property %}
      <tr>
        <td><a href="{{ url_for('main.report_pnl', property=r.property.id, start=year ~ '-01-01') }}">{{ r.property.name }}</a></td>
        <td class="num">{{ r.income|money }}</td>
        <td class="num">{{ (-r.expense)|money }}</td>
        {{ money(r.net) }}
      </tr>
    {% endfor %}
    </tbody>
  </table>
  <p class="muted small">Cash basis, before depreciation. Capital improvements are excluded (they're depreciated).</p>
  {% else %}
  <p class="muted">No properties yet. <a href="{{ url_for('main.properties_page') }}">Add one</a>.</p>
  {% endif %}

  <div class="card-head" style="margin-top:1.25rem"><h2>Investments — {{ year }} to date</h2><a href="{{ url_for('main.investments_page') }}" class="small">Investments</a></div>
  <dl class="stat-list">
    <div><dt>Short-term gains</dt><dd class="{{ 'neg' if gains.sums.short.gain < 0 }}">{{ gains.sums.short.gain|money }}</dd></div>
    <div><dt>Long-term gains</dt><dd class="{{ 'neg' if gains.sums.long.gain < 0 }}">{{ gains.sums.long.gain|money }}</dd></div>
    <div><dt>Dividends</dt><dd>{{ inv.totals.dividends|money }}</dd></div>
    <div><dt>Interest</dt><dd>{{ inv.totals.interest|money }}</dd></div>
  </dl>
</section>
</div>
{% endif %}
{% endblock %}