@extends('layout.main') @section('content')

Statement of Changes in Equity

Filter by Date Range

@if($equityData)

Statement of Changes in Equity

For the period from {{ Carbon\Carbon::parse($startDate)->format('F d, Y') }} to {{ Carbon\Carbon::parse($endDate)->format('F d, Y') }}

@if($equityData['additions'] > 0) @endif @if($equityData['withdrawals'] > 0) @endif
Description Amount ({{ getCurrencyCode() }})

Opening Capital

Balance as of {{ Carbon\Carbon::parse($startDate)->format('M d, Y') }}

{{ formatAmount($equityData['opening_balance']) }}

Add: Capital Injections

Additional capital during the period

+{{ formatAmount($equityData['additions']) }}

{{ $equityData['net_profit'] >= 0 ? 'Add: Net Profit' : 'Less: Net Loss' }}

Profit/Loss for the period

{{ $equityData['net_profit'] >= 0 ? '+' : '-' }}{{ formatAmount(abs($equityData['net_profit'])) }}

Less: Withdrawals/Drawings

Owner withdrawals during the period

-{{ formatAmount($equityData['withdrawals']) }}

Closing Capital

Balance as of {{ Carbon\Carbon::parse($endDate)->format('M d, Y') }}

{{ formatAmount($equityData['closing_balance']) }}

Opening Balance

{{ formatAmount($equityData['opening_balance']) }}

Period Changes

{{ ($equityData['additions'] + $equityData['net_profit'] - $equityData['withdrawals']) >= 0 ? '+' : '' }}{{ formatAmount($equityData['additions'] + $equityData['net_profit'] - $equityData['withdrawals']) }}

Net Profit/Loss

{{ formatAmount($equityData['net_profit']) }}

Closing Balance

{{ formatAmount($equityData['closing_balance']) }}

Equity Analysis

Period Performance
@if($equityData['net_profit'] > 0)

The business generated a profit of {{ formatAmount($equityData['net_profit']) }} during this period.

@elseif($equityData['net_profit'] < 0)

The business incurred a loss of {{ formatAmount(abs($equityData['net_profit'])) }} during this period.

@else

The business broke even during this period.

@endif
Equity Change
@php $equityChange = $equityData['closing_balance'] - $equityData['opening_balance']; $changePercentage = $equityData['opening_balance'] != 0 ? ($equityChange / $equityData['opening_balance']) * 100 : 0; @endphp @if($equityChange > 0)

Equity increased by {{ formatAmount($equityChange) }} ({{ formatAmount($changePercentage) }}%)

@elseif($equityChange < 0)

Equity decreased by {{ formatAmount(abs($equityChange)) }} ({{ formatAmount(abs($changePercentage)) }}%)

@else

No change in equity during this period.

@endif
Detailed Breakdown

Opening Capital

{{ formatAmount($equityData['opening_balance']) }}

@if($equityData['additions'] > 0)

Capital Additions

+{{ formatAmount($equityData['additions']) }}

@endif

{{ $equityData['net_profit'] >= 0 ? 'Net Profit' : 'Net Loss' }}

{{ $equityData['net_profit'] >= 0 ? '+' : '-' }}{{ formatAmount(abs($equityData['net_profit'])) }}

@if($equityData['withdrawals'] > 0)

Withdrawals

-{{ formatAmount($equityData['withdrawals']) }}

@endif
Key Performance Indicators
@if($equityData['net_profit'] > 0) @elseif($equityData['net_profit'] < 0) @else @endif

Profitability

{{ $equityData['net_profit'] > 0 ? 'Profitable' : ($equityData['net_profit'] < 0 ? 'Loss Making' : 'Break Even') }}

@if($equityChange > 0) @elseif($equityChange < 0) @else @endif

Equity Growth

{{ $equityChange > 0 ? 'Growing' : ($equityChange < 0 ? 'Declining' : 'Stable') }}

@if($equityData['withdrawals'] == 0) @elseif($equityData['withdrawals'] <= ($equityData['net_profit'] * 0.5)) @else @endif

Capital Retention

@if($equityData['withdrawals'] == 0) Full Retention @elseif($equityData['withdrawals'] <= ($equityData['net_profit'] * 0.5)) Moderate Withdrawal @else High Withdrawal @endif

@else

No data to display

Please select a date range to generate the Statement of Changes in Equity.

@endif
@endsection