- Organization and Ledger information.
- Per-account breakdown.
- Detailed operation list.
Template code
Code breakdown
Organization and Ledger information
<p><strong>Generation Date:</strong> {% date_time "dd/MM/YYYY HH:mm" %}</p>
This function applies the date and time when the template is rendered, using the dd/MM/YYYY HH:mm format.
<p><strong>Organization:</strong> {{ midaz_onboarding.organization.0.legal_name }}</p>
This line renders the legal name of the first Organization associated with the onboarding data.
midaz_onboarding.organization: the list of Organizations in the system.0: fetches the first item in the list.legal_name: fetches the value of thelegal_namefield.
<p><strong>Ledger:</strong> {{ midaz_onboarding.ledger.0.name }}</p>
This line renders the name of the first Ledger associated with the onboarding data.
midaz_onboarding.ledger: the list of Ledgers in the system.0: fetches the first item in the list.name: fetches the value of thenamefield.
Looping through accounts
{% for account in midaz_onboarding.account %}
This loop goes through each account in the midaz_onboardTing.account list.
- This list represents all accounts linked to a customer or associated with an onboarding flow.
- For each iteration, it creates a new scope where
accountrefers to one specific item in that list.
{% with balance = filter(midaz_transaction.balance, "account_id", account.id)[0] %}
Inside the loop, this line:
- Uses the filter function to find a balance from the
midaz_transaction.balancelist where theaccount_idmatches the current account’s ID. - The
[0]gets the first matching balance (assuming there’s only one per account). - The result is stored in a temporary variable called
balance, scoped only within this block.
Account information
<div class="section-title">Account: {{ account.alias }}</div>
Displays a section title with the account alias (a friendly or readable name for the account).
<p><strong>ID:</strong> {{ account.id }}</p>
Shows the unique identifier of the account.
<p><strong>Currency:</strong> {{ balance.asset_code }}</p>
Displays the currency code (like “BRL” or “USD”) associated with the account’s balance.
<p><strong>Current Balance:</strong> {{ balance.available }}
Shows the current available balance.
Operations information
{% for operation in midaz_transaction.operation %}
This loops through all operations from the midaz_transaction.operation list.
{% if operation.account_id == account.id %}
This line checks whether the current operation is related to the current account in the outer loop (from your earlier block) and only proceeds if:
- The operation’s
account_idmatches theaccount.idin focus.
{% set original_amount = operation.amount %}
This line sets a temporary variable named original_amount and gives it the value of the amount field in the operation object.
{% set discount_amount = original_amount * 0.03 %}
This line calculates a 3% discount on the original amount.
- The result is saved as
discount_amount.
{% set final_amount = original_amount - discount_amount %}
This line subtracts the discount from the original amount.
- The final result is stored in
final_amount, which can be rendered later.
Table columns
<td>{{ operation.id }}</td>
Unique identifier for the operation.
<td>{{ operation.type }}</td>
Type of operation, such as credit or debit.
<td>{{ original_amount|floatformat:2 }}</td>
Shows the original (unadjusted) amount, formatted with 2 decimal places.
<td>{{ discount_amount|floatformat:2 }}</td>
Displays the calculated discount, also with 2 decimal places.
<td>{{ final_amount|floatformat:2 }}</td>
Shows the final amount after applying the 3% discount, nicely formatted.
<td>{{ operation.description }}</td>
Renders the description or label of the operation, such as “Transfer to savings”.
Report footer
- It also includes the legal document number of the first organization linked to the onboarding data, pulled dynamically using the
{{ midaz_onboarding.organization.0.legal_document }}placeholder.
Template output
Rendered output
Figure 1. An example of a financial report rendered from the HTML code in the example.