mirror of
https://github.com/Gnucash/gnucash.git
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2001-05-12 Christian Stimming <stimming@tuhh.de>
* src/scm/report/pnl.scm, account-piecharts.scm, account-summary.scm: Added price-source option. Use new function gnc:case-exchange-fn. * src/scm/date-utilities.scm (gnc:get-end-cur-fin-year): added function. * src/scm/options-utilities.scm (gnc:options-add-date-interval!): changed the order of relative dates - which order is best? * src/scm/report/balance-sheet.scm: use new function gnc:case-exchange-fn. * src/scm/commodity-utilities.scm (gnc:case-exchange-fn): add function. * src/scm/report/price-scatter.scm: adapted helper function name to other reports. git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@4171 57a11ea4-9604-0410-9ed3-97b8803252fd
This commit is contained in:
Christian Stimming
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19
ChangeLog
19
ChangeLog
@ -1,5 +1,24 @@
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2001-05-12 Christian Stimming <stimming@tuhh.de>
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* src/scm/report/pnl.scm, account-piecharts.scm,
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account-summary.scm: Added price-source option. Use new function
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gnc:case-exchange-fn.
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* src/scm/date-utilities.scm (gnc:get-end-cur-fin-year): added
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function.
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* src/scm/options-utilities.scm (gnc:options-add-date-interval!):
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changed the order of relative dates - which order is best?
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* src/scm/report/balance-sheet.scm: use new function
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gnc:case-exchange-fn.
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* src/scm/commodity-utilities.scm (gnc:case-exchange-fn): add
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function.
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* src/scm/report/price-scatter.scm: adapted helper function name
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to other reports.
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* src/scm/report/price-scatter.scm: Extended option to use the
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pricedb as a price source.
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@ -543,6 +543,22 @@
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domestic date))
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#f))
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;; Return a ready-to-use function. Which one is determined by the
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;; value of 'source-option', whose possible values are set in
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;; gnc:options-add-price-source!.
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(define (gnc:case-exchange-fn
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source-option report-currency to-date-tp)
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(case source-option
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('weighted-average (gnc:make-exchange-function
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(gnc:make-exchange-alist
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report-currency to-date-tp)))
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('pricedb-latest gnc:exchange-by-pricedb-latest)
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('pricedb-nearest (lambda (foreign domestic)
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(gnc:exchange-by-pricedb-nearest
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foreign domestic to-date-tp)))
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(else (gnc:warn "gnc:case-exchange-gn: bad price-source value"))))
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;; Adds all different commodities in the commodity-collector <foreign>
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;; by using the exchange rates of <exchange-fn> to calculate the
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@ -467,6 +467,27 @@
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(set-tm:isdst now -1)
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(gnc:date->timepair now)))))
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(define (gnc:get-end-cur-fin-year)
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(let ((now (localtime (current-time))))
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(if (< (tm:mon now) 6)
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(begin
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(set-tm:sec now 59)
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(set-tm:min now 59)
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(set-tm:hour now 23)
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(set-tm:mday now 30)
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(set-tm:mon now 5)
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(set-tm:isdst now -1)
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(gnc:date->timepair now))
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(begin
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(set-tm:sec now 59)
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(set-tm:min now 59)
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(set-tm:hour now 23)
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(set-tm:mday now 30)
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(set-tm:mon now 5)
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(set-tm:year now (+ (tm:year now) 1))
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(set-tm:isdst now -1)
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(gnc:date->timepair now)))))
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(define (gnc:get-start-this-month)
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(let ((now (localtime (current-time))))
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(set-tm:sec now 0)
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@ -685,6 +706,13 @@
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'store 'end-prev-fin-year-desc
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(N_ "End of the previous Financial year/Accounting Period"))
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(gnc:reldate-string-db
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'store 'end-cur-fin-year-string
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(N_ "End Current Financial Year"))
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(gnc:reldate-string-db
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'store 'end-cur-fin-year-desc
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(N_ "End of the current Financial year/Accounting Period"))
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(gnc:reldate-string-db
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'store 'start-this-month-string
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(N_ "Start of this month"))
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@ -806,6 +834,10 @@
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(gnc:reldate-string-db 'lookup 'end-prev-fin-year-string)
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(gnc:reldate-string-db 'lookup 'end-prev-fin-year-desc)
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gnc:get-end-prev-fin-year)
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(vector 'end-cur-fin-year
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(gnc:reldate-string-db 'lookup 'end-cur-fin-year-string)
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(gnc:reldate-string-db 'lookup 'end-cur-fin-year-desc)
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gnc:get-end-cur-fin-year)
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(vector 'start-this-month
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(gnc:reldate-string-db 'lookup 'start-this-month-string)
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(gnc:reldate-string-db 'lookup 'start-this-month-desc)
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@ -37,15 +37,19 @@
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pagename optname
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sort-tag (N_ "Select a date to report on")
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(lambda ()
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; (cons 'absolute
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; (gnc:secs->timepair
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; (car (mktime (localtime (current-time)))))))
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(cons 'relative 'today))
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#f 'both
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'(end-cal-year end-current-quarter end-this-month
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today end-prev-month end-prev-quarter
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end-prev-year ;;end-prev-fin-year
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))))
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'(
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today
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end-this-month
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end-prev-month
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end-current-quarter
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end-prev-quarter
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end-cal-year
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end-prev-year
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end-cur-fin-year
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end-prev-fin-year
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))))
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;; This is a date-interval for a report.
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@ -59,12 +63,16 @@
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(N_ "Start of reporting period")
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(lambda () (cons 'relative 'start-cal-year))
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#f 'both
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'(start-this-month start-prev-month start-current-quarter
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start-prev-quarter start-cal-year
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;;start-cur-fin-year
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start-prev-year
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;;start-prev-fin-year
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)))
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'(
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start-this-month
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start-prev-month
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start-current-quarter
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start-prev-quarter
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start-cal-year
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start-prev-year
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start-cur-fin-year
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start-prev-fin-year
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)))
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(gnc:register-option
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options
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(gnc:make-date-option
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@ -73,10 +81,17 @@
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(N_ "End of reporting period")
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(lambda () (cons 'relative 'today))
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#f 'both
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'(end-cal-year end-current-quarter end-this-month
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today end-prev-month end-prev-quarter end-prev-year
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;;end-prev-fin-year
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))))
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'(
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today
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end-this-month
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end-prev-month
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end-current-quarter
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end-prev-quarter
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end-cal-year
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end-prev-year
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end-cur-fin-year
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end-prev-fin-year
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))))
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;; A date interval multichoice option.
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(define (gnc:options-add-interval-choice!
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@ -55,6 +55,7 @@ balance at a given time"))
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(optname-from-date (N_ "From"))
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(optname-to-date (N_ "To"))
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(optname-report-currency (N_ "Report's currency"))
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(optname-price-source (N_ "Price Source"))
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(optname-accounts (N_ "Accounts"))
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(optname-levels (N_ "Show Accounts until level"))
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@ -85,6 +86,10 @@ balance at a given time"))
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(gnc:options-add-currency!
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options gnc:pagename-general optname-report-currency "b")
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(gnc:options-add-price-source!
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options gnc:pagename-general
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optname-price-source "c" 'weighted-average)
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(add-option
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(gnc:make-account-list-option
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gnc:pagename-accounts optname-accounts
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@ -139,7 +144,7 @@ balance at a given time"))
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account-types do-intervals?)
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;; This is a helper function for looking up option values.
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(define (op-value section name)
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(define (get-option section name)
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(gnc:option-value
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(gnc:lookup-option
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(gnc:report-options report-obj) section name)))
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@ -147,25 +152,27 @@ balance at a given time"))
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;; Get all options
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(let ((to-date-tp (gnc:timepair-end-day-time
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(gnc:date-option-absolute-time
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(op-value gnc:pagename-general optname-to-date))))
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(get-option gnc:pagename-general optname-to-date))))
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(from-date-tp (if do-intervals?
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(gnc:timepair-start-day-time
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(gnc:date-option-absolute-time
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(op-value gnc:pagename-general
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(get-option gnc:pagename-general
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optname-from-date)))
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'()))
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(accounts (op-value gnc:pagename-accounts optname-accounts))
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(account-levels (op-value gnc:pagename-accounts optname-levels))
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(report-currency (op-value gnc:pagename-general
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(accounts (get-option gnc:pagename-accounts optname-accounts))
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(account-levels (get-option gnc:pagename-accounts optname-levels))
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(report-currency (get-option gnc:pagename-general
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optname-report-currency))
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(report-title (op-value gnc:pagename-general
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(price-source (get-option gnc:pagename-general
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optname-price-source))
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(report-title (get-option gnc:pagename-general
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gnc:optname-reportname))
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(show-fullname? (op-value gnc:pagename-display optname-fullname))
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(show-total? (op-value gnc:pagename-display optname-show-total))
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(max-slices (op-value gnc:pagename-display optname-slices))
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(height (op-value gnc:pagename-display optname-plot-height))
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(width (op-value gnc:pagename-display optname-plot-width))
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(show-fullname? (get-option gnc:pagename-display optname-fullname))
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(show-total? (get-option gnc:pagename-display optname-show-total))
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(max-slices (get-option gnc:pagename-display optname-slices))
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(height (get-option gnc:pagename-display optname-plot-height))
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(width (get-option gnc:pagename-display optname-plot-width))
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(document (gnc:make-html-document))
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(chart (gnc:make-html-piechart))
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@ -191,10 +198,8 @@ balance at a given time"))
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account to-date-tp subaccts?)))
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;; Define more helper variables.
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(let* ((exchange-alist (gnc:make-exchange-alist
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report-currency to-date-tp))
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(exchange-fn-internal
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(gnc:make-exchange-function exchange-alist))
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(let* ((exchange-fn (gnc:case-exchange-fn
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price-source report-currency to-date-tp))
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(tree-depth (if (equal? account-levels 'all)
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(gnc:get-current-group-depth)
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account-levels))
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@ -204,7 +209,7 @@ balance at a given time"))
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;; Converts a commodity-collector into one single double
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;; number, depending on the report currency and the
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;; exchange-alist calculated above. Returns the absolute value
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;; exchange-fn calculated above. Returns the absolute value
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;; as double.
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(define (collector->double c)
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;; Future improvement: Let the user choose which kind of
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@ -216,7 +221,7 @@ balance at a given time"))
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(gnc:gnc-monetary-amount
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(gnc:sum-collector-commodity
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c report-currency
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exchange-fn-internal)))))
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exchange-fn)))))
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;; Calculates all account's balances. Returns a list of
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;; balance <=> account pairs, like '((10.0 Earnings) (142.5
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@ -35,21 +35,20 @@
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;; first define all option's names such that typos etc. are no longer
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;; possible.
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(let ((pagename-general (N_ "General"))
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(optname-date (N_ "Date"))
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(let ((optname-date (N_ "Date"))
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(optname-display-depth (N_ "Account Display Depth"))
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(optname-show-foreign (N_ "Show Foreign Currencies/Shares of Stock"))
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(optname-report-currency (N_ "Report's currency"))
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(optname-price-source (N_ "Price Source"))
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(pagename-accounts (N_ "Accounts"))
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(optname-show-subaccounts (N_ "Always show sub-accounts"))
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(optname-accounts (N_ "Account"))
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(pagename-display (N_ "Display"))
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(optname-group-accounts (N_ "Group the accounts"))
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(optname-show-parent-balance (N_ "Show balances for parent accounts"))
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(optname-show-parent-total (N_ "Show subtotals")))
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(optname-show-parent-total (N_ "Show subtotals"))
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(optname-show-rates (N_ "Show Exchange Rates")))
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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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;; options generator
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@ -62,16 +61,20 @@
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(let* ((options (gnc:new-options)))
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;; date at which to report balance
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(gnc:options-add-report-date!
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options pagename-general optname-date "a")
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options gnc:pagename-general optname-date "a")
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;; all about currencies
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(gnc:options-add-currency!
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options pagename-general
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options gnc:pagename-general
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optname-report-currency "b")
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(gnc:options-add-price-source!
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options gnc:pagename-general
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optname-price-source "c" 'weighted-average)
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;; accounts to work on
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(gnc:options-add-account-selection!
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options pagename-accounts
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options gnc:pagename-accounts
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optname-display-depth optname-show-subaccounts
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optname-accounts "a" 1
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(lambda ()
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@ -83,19 +86,19 @@
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;; with or without grouping
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(gnc:options-add-group-accounts!
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options pagename-display optname-group-accounts "b" #t)
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options gnc:pagename-display optname-group-accounts "b" #t)
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;; new options here
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(gnc:register-option
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options
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(gnc:make-simple-boolean-option
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pagename-display optname-show-parent-balance
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gnc:pagename-display optname-show-parent-balance
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"c" (N_ "Show balances for parent accounts") #t))
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(gnc:register-option
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options
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(gnc:make-simple-boolean-option
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pagename-display optname-show-parent-total
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gnc:pagename-display optname-show-parent-total
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"d" (N_ "Show subtotals for parent accounts") #t))
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(gnc:register-option
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@ -104,8 +107,14 @@
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gnc:pagename-display optname-show-foreign
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"e" (N_ "Display the account's foreign currency amount?") #f))
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(gnc:register-option
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options
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(gnc:make-simple-boolean-option
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gnc:pagename-display optname-show-rates
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"f" (N_ "Show the exchange rates used") #t))
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;; Set the general page as default option tab
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(gnc:options-set-default-section options pagename-general)
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(gnc:options-set-default-section options gnc:pagename-general)
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options))
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@ -120,23 +129,27 @@
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(gnc:lookup-option
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(gnc:report-options report-obj) pagename optname)))
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(let ((display-depth (get-option pagename-accounts
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(let ((display-depth (get-option gnc:pagename-accounts
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optname-display-depth ))
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(show-subaccts? (get-option pagename-accounts
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(show-subaccts? (get-option gnc:pagename-accounts
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optname-show-subaccounts))
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(accounts (get-option pagename-accounts optname-accounts))
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(do-grouping? (get-option pagename-display
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(accounts (get-option gnc:pagename-accounts optname-accounts))
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(do-grouping? (get-option gnc:pagename-display
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optname-group-accounts))
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(show-parent-balance? (get-option pagename-display
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(show-parent-balance? (get-option gnc:pagename-display
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optname-show-parent-balance))
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(show-parent-total? (get-option pagename-display
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(show-parent-total? (get-option gnc:pagename-display
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optname-show-parent-total))
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(show-fcur? (get-option pagename-display optname-show-foreign))
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(report-currency (get-option pagename-general
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(show-fcur? (get-option gnc:pagename-display optname-show-foreign))
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(report-currency (get-option gnc:pagename-general
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optname-report-currency))
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(price-source (get-option gnc:pagename-general
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optname-price-source))
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(show-rates? (get-option gnc:pagename-display
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optname-show-rates))
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(date-tp (gnc:timepair-end-day-time
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(gnc:date-option-absolute-time
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(get-option pagename-general
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(get-option gnc:pagename-general
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optname-date))))
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(doc (gnc:make-html-document))
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(txt (gnc:make-html-text)))
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@ -149,9 +162,8 @@
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(gnc:get-current-group-depth)
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display-depth)
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(if do-grouping? 1 0)))
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(exchange-alist (gnc:make-exchange-alist
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report-currency date-tp))
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(exchange-fn (gnc:make-exchange-function exchange-alist))
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(exchange-fn (gnc:case-exchange-fn
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price-source report-currency date-tp))
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;; do the processing here
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(table (gnc:html-build-acct-table
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#f date-tp
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@ -165,16 +177,18 @@
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;; add the table
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(gnc:html-document-add-object! doc table)
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||||
|
||||
;; add the currency information
|
||||
;(gnc:html-print-exchangerates!
|
||||
; txt report-currency exchange-alist)
|
||||
;; add currency information
|
||||
(if show-rates?
|
||||
(gnc:html-document-add-object!
|
||||
doc ;;(gnc:html-markup-p
|
||||
(gnc:html-make-exchangerates
|
||||
report-currency exchange-fn
|
||||
(append-map
|
||||
(lambda (a)
|
||||
(gnc:group-get-subaccounts
|
||||
(gnc:account-get-children a)))
|
||||
accounts)))))
|
||||
|
||||
;;(if show-fcur?
|
||||
(gnc:html-document-add-object!
|
||||
doc ;;(gnc:html-markup-p
|
||||
(gnc:html-make-exchangerates
|
||||
report-currency exchange-fn accounts)));;)
|
||||
|
||||
;; error condition: no accounts specified
|
||||
(gnc:html-document-add-object!
|
||||
doc
|
||||
|
||||
@ -180,16 +180,8 @@
|
||||
(gnc:get-current-group-depth)
|
||||
display-depth))
|
||||
;; calculate the exchange rates
|
||||
(exchange-fn
|
||||
(case price-source
|
||||
('weighted-average (gnc:make-exchange-function
|
||||
(gnc:make-exchange-alist
|
||||
report-currency to-date-tp)))
|
||||
('pricedb-latest gnc:exchange-by-pricedb-latest)
|
||||
('pricedb-nearest (lambda (foreign domestic)
|
||||
(gnc:exchange-by-pricedb-nearest
|
||||
foreign domestic to-date-tp)))
|
||||
(else (gnc:warn "balance-sheet: bad price-source value"))))
|
||||
(exchange-fn (gnc:case-exchange-fn
|
||||
price-source report-currency to-date-tp))
|
||||
(totals-get-balance (lambda (account)
|
||||
(gnc:account-get-comm-balance-at-date
|
||||
account to-date-tp #f))))
|
||||
|
||||
@ -61,6 +61,10 @@
|
||||
options gnc:pagename-general
|
||||
optname-report-currency "b")
|
||||
|
||||
(gnc:options-add-price-source!
|
||||
options gnc:pagename-general
|
||||
optname-price-source "c" 'weighted-average)
|
||||
|
||||
;; accounts to work on
|
||||
(gnc:options-add-account-selection!
|
||||
options gnc:pagename-accounts
|
||||
@ -135,6 +139,8 @@
|
||||
optname-show-foreign))
|
||||
(report-currency (get-option gnc:pagename-general
|
||||
optname-report-currency))
|
||||
(price-source (get-option gnc:pagename-general
|
||||
optname-price-source))
|
||||
(show-rates? (get-option gnc:pagename-display
|
||||
optname-show-rates))
|
||||
(to-date-tp (gnc:timepair-end-day-time
|
||||
@ -160,9 +166,8 @@
|
||||
display-depth)
|
||||
(if do-grouping? 1 0)))
|
||||
;; calculate the exchange rates
|
||||
(exchange-alist (gnc:make-exchange-alist
|
||||
report-currency to-date-tp))
|
||||
(exchange-fn (gnc:make-exchange-function exchange-alist))
|
||||
(exchange-fn (gnc:case-exchange-fn
|
||||
price-source report-currency to-date-tp))
|
||||
;; do the processing here
|
||||
(table (gnc:html-build-acct-table
|
||||
from-date-tp to-date-tp
|
||||
|
||||
@ -113,7 +113,7 @@
|
||||
(define (renderer report-obj)
|
||||
|
||||
;; This is a helper function for looking up option values.
|
||||
(define (op-value section name)
|
||||
(define (get-option section name)
|
||||
(gnc:option-value
|
||||
(gnc:lookup-option (gnc:report-options report-obj) section name)))
|
||||
|
||||
@ -125,29 +125,29 @@
|
||||
|
||||
(let* ((to-date-tp (gnc:timepair-end-day-time
|
||||
(gnc:date-option-absolute-time
|
||||
(op-value gnc:pagename-general
|
||||
(get-option gnc:pagename-general
|
||||
optname-to-date))))
|
||||
(from-date-tp (gnc:timepair-start-day-time
|
||||
(gnc:date-option-absolute-time
|
||||
(op-value gnc:pagename-general
|
||||
(get-option gnc:pagename-general
|
||||
optname-from-date))))
|
||||
(interval (op-value gnc:pagename-general optname-stepsize))
|
||||
(report-title (op-value gnc:pagename-general
|
||||
(interval (get-option gnc:pagename-general optname-stepsize))
|
||||
(report-title (get-option gnc:pagename-general
|
||||
gnc:optname-reportname))
|
||||
|
||||
(height (op-value gnc:pagename-display optname-plot-height))
|
||||
(width (op-value gnc:pagename-display optname-plot-width))
|
||||
(marker (op-value gnc:pagename-display optname-marker))
|
||||
(height (get-option gnc:pagename-display optname-plot-height))
|
||||
(width (get-option gnc:pagename-display optname-plot-width))
|
||||
(marker (get-option gnc:pagename-display optname-marker))
|
||||
(mcolor
|
||||
(gnc:color-option->hex-string
|
||||
(gnc:lookup-option (gnc:report-options report-obj)
|
||||
gnc:pagename-display optname-markercolor)))
|
||||
|
||||
(report-currency (op-value pagename-price
|
||||
(report-currency (get-option pagename-price
|
||||
optname-report-currency))
|
||||
(price-commodity (op-value pagename-price
|
||||
(price-commodity (get-option pagename-price
|
||||
optname-price-commodity))
|
||||
(price-source (op-value pagename-price
|
||||
(price-source (get-option pagename-price
|
||||
optname-price-source))
|
||||
|
||||
(dates-list (gnc:make-date-list
|
||||
|
||||
Loading…
Reference in New Issue
Block a user