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reporting

HTML rendering of financial statements using rich.

Classes:

HTMLStatementRenderer

Render structured financial-statement data as HTML using rich.

Methods:

render_balance_sheet

render_balance_sheet(
    data: dict, date: date | str | None = None
) -> str

Render a balance sheet as an HTML table.

Parameters

data: Dict with keys assets, liabilities, equity (lists of {"account": str, "balance": float}), plus total_assets, total_liabilities, total_equity. date: Optional statement date shown as a caption.

render_income_statement

render_income_statement(
    data: dict, date: date | str | None = None
) -> str

Render an income statement as an HTML table.

Parameters

data: Dict with keys income, expenses (lists of {"account": str, "balance": float}), plus total_income, total_expenses, net_income. date: Optional statement date shown as a caption.

render_trial_balance

render_trial_balance(
    data: list[dict], date: date | str | None = None
) -> str

Render a trial balance as an HTML table.

Parameters

data: List of dicts with keys account, debit, credit, balance. date: Optional statement date shown as a caption.