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https://github.com/Gnucash/gnucash.git
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Merge Chris Lam's 'maint-chartjs-part-1' into maint.
This commit is contained in:
John Ralls
commit
554001604a
@ -23,8 +23,7 @@ set (standard_reports_SCHEME_2
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general-ledger.scm
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income-gst-statement.scm
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income-statement.scm
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net-barchart.scm
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net-linechart.scm
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net-charts.scm
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portfolio.scm
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price-scatter.scm
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register.scm
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@ -1,492 +0,0 @@
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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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;; net-barchart.scm : Display a time series for either net worth or
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;; net profit.
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;;
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;; By Robert Merkel <rgmerk@mira.net>
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;; and Christian Stimming <stimming@tu-harburg.de>
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;;
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;; This program is free software; you can redistribute it and/or
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;; modify it under the terms of the GNU General Public License as
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||||
;; published by the Free Software Foundation; either version 2 of
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||||
;; the License, or (at your option) any later version.
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;;
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;; This program is distributed in the hope that it will be useful,
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;; but WITHOUT ANY WARRANTY; without even the implied warranty of
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||||
;; MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
;; GNU General Public License for more details.
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;;
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||||
;; You should have received a copy of the GNU General Public License
|
||||
;; along with this program; if not, contact:
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||||
;;
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||||
;; Free Software Foundation Voice: +1-617-542-5942
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||||
;; 51 Franklin Street, Fifth Floor Fax: +1-617-542-2652
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;; Boston, MA 02110-1301, USA gnu@gnu.org
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;;
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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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(define-module (gnucash report standard-reports net-barchart))
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(use-modules (srfi srfi-1))
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(use-modules (gnucash utilities))
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(use-modules (gnucash gnc-module))
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(use-modules (gnucash gettext))
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(use-modules (gnucash report report-system report-collectors))
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(use-modules (gnucash report report-system collectors))
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(use-modules (gnucash report standard-reports category-barchart)) ; for guids of called reports
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(gnc:module-load "gnucash/report/report-system" 0)
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(define reportname (N_ "Income/Expense Chart"))
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(define optname-from-date (N_ "Start Date"))
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(define optname-to-date (N_ "End Date"))
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(define optname-stepsize (N_ "Step Size"))
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(define optname-report-currency (N_ "Report's currency"))
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(define optname-price-source (N_ "Price Source"))
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(define optname-accounts (N_ "Accounts"))
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(define optname-inc-exp (N_ "Show Income/Expense"))
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(define optname-show-profit (N_ "Show Net Profit"))
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(define optname-sep-bars (N_ "Show Asset & Liability bars"))
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(define optname-net-bars (N_ "Show Net Worth bars"))
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(define optname-plot-width (N_ "Plot Width"))
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(define optname-plot-height (N_ "Plot Height"))
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(define (options-generator inc-exp?)
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(let* ((options (gnc:new-options))
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;; This is just a helper function for making options.
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;; See libgnucash/scm/options.scm for details.
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(add-option
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(lambda (new-option)
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(gnc:register-option options new-option))))
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;; General tab
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(gnc:options-add-date-interval!
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options gnc:pagename-general
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optname-from-date optname-to-date "a")
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(gnc:options-add-interval-choice!
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options gnc:pagename-general optname-stepsize "b" 'MonthDelta)
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(gnc:options-add-currency!
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options gnc:pagename-general optname-report-currency "c")
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(gnc:options-add-price-source!
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options gnc:pagename-general
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optname-price-source "d" 'weighted-average)
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;; Account tab
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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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"a"
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(N_ "Report on these accounts, if chosen account level allows.")
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(lambda ()
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(filter
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(if inc-exp?
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gnc:account-is-inc-exp?
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(lambda (account) (not (gnc:account-is-inc-exp? account))))
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(gnc-account-get-descendants-sorted (gnc-get-current-root-account))))
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(lambda (accounts)
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(list #t
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(filter
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(if inc-exp?
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gnc:account-is-inc-exp?
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(lambda (account)
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(not (gnc:account-is-inc-exp? account))))
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accounts)))
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#t))
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;; Display tab
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(add-option
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(gnc:make-simple-boolean-option
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gnc:pagename-display
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(if inc-exp? optname-inc-exp optname-sep-bars)
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"a"
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(if inc-exp?
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(N_ "Show Income and Expenses?")
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(N_ "Show the Asset and the Liability bars?"))
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#t))
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(add-option
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(gnc:make-simple-boolean-option
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gnc:pagename-display
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(if inc-exp? optname-show-profit optname-net-bars)
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"b"
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(if inc-exp?
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(N_ "Show the net profit?")
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(N_ "Show a Net Worth bar?"))
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#t))
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(add-option
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(gnc:make-simple-boolean-option
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gnc:pagename-display
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(N_ "Show table")
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"c" (N_ "Display a table of the selected data.")
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#f))
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(gnc:options-add-plot-size!
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options gnc:pagename-display
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optname-plot-width optname-plot-height "d" (cons 'percent 100.0) (cons 'percent 100.0))
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(gnc:options-set-default-section options gnc:pagename-general)
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options))
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;; This is the rendering function. It accepts a database of options
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;; and generates an object of type <html-document>. See the file
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;; report-html.txt for documentation; the file report-html.scm
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;; includes all the relevant Scheme code. The option database passed
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;; to the function is one created by the options-generator function
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;; defined above.
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(define (net-renderer report-obj inc-exp?)
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;; This is a helper function for looking up option values.
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(define (get-option section name)
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(gnc:option-value
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(gnc:lookup-option (gnc:report-options report-obj) section name)))
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(gnc:report-starting reportname)
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(let* ((to-date-t64 (gnc:time64-end-day-time
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(gnc:date-option-absolute-time
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(get-option gnc:pagename-general
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optname-to-date))))
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(from-date-t64 (gnc:time64-start-day-time
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(gnc:date-option-absolute-time
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(get-option gnc:pagename-general
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optname-from-date))))
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(interval (get-option gnc:pagename-general optname-stepsize))
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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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(accounts (get-option gnc:pagename-accounts optname-accounts))
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(show-sep? (get-option gnc:pagename-display
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(if inc-exp? optname-inc-exp
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optname-sep-bars)))
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(show-net? (get-option gnc:pagename-display
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(if inc-exp? optname-show-profit
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optname-net-bars)))
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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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(commodity-list #f)
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(exchange-fn #f)
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(dates-list ((if inc-exp?
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gnc:make-date-interval-list
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gnc:make-date-list)
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((if inc-exp?
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gnc:time64-start-day-time
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gnc:time64-end-day-time)
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from-date-t64)
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(gnc:time64-end-day-time to-date-t64)
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(gnc:deltasym-to-delta interval)))
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(report-title (get-option gnc:pagename-general
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gnc:optname-reportname))
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(classified-accounts (gnc:decompose-accountlist accounts))
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(show-table? (get-option gnc:pagename-display (N_ "Show table")))
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(document (gnc:make-html-document))
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(chart (gnc:make-html-barchart))
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(non-zeros #f))
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(define (add-column! data-list)
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(begin
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(gnc:html-barchart-append-column! chart data-list)
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(if (gnc:not-all-zeros data-list) (set! non-zeros #t))
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#f))
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;; This exchanges the commodity-collector 'c' to one single
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;; 'report-currency' according to the exchange-fn. Returns a gnc:monetary
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(define (collector->monetary c date)
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(if (not (number? date))
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(throw 'wrong))
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(gnc:sum-collector-commodity
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c report-currency
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(lambda (a b) (exchange-fn a b date))))
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;; Add two gnc-monetary objects in the same currency.
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(define (monetary+ a b)
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(if (and (gnc:gnc-monetary? a) (gnc:gnc-monetary? b))
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(let ((same-currency? (gnc-commodity-equal (gnc:gnc-monetary-commodity a) (gnc:gnc-monetary-commodity b)))
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(amount (gnc-numeric-add (gnc:gnc-monetary-amount a) (gnc:gnc-monetary-amount b) GNC-DENOM-AUTO GNC-RND-ROUND)))
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(if same-currency?
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(gnc:make-gnc-monetary (gnc:gnc-monetary-commodity a) amount)
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(warn "incompatible currencies in monetary+: " a b)))
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(warn "wrong arguments for monetary+: " a b)))
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(define (monetary->double monetary)
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(gnc-numeric-to-double (gnc:gnc-monetary-amount monetary)))
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;; This calculates the balances for all the 'accounts' for each
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;; element of the list 'dates'. If income?==#t, the signs get
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;; reversed according to income-sign-reverse general option
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;; settings. Uses the collector->monetary conversion function
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;; above. Returns a list of gnc-monetary.
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(define (process-datelist accounts dates income?)
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(map
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(lambda (date)
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(collector->monetary
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((if inc-exp?
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(if income?
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gnc:accounts-get-comm-total-income
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gnc:accounts-get-comm-total-expense)
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gnc:accounts-get-comm-total-assets)
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accounts
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(lambda (account)
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(if inc-exp?
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;; for inc-exp, 'date' is a pair of time values, else
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;; it is a time value.
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(gnc:account-get-comm-balance-interval
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account (first date) (second date) #f)
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(gnc:account-get-comm-balance-at-date
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account date #f))))
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(if inc-exp? (second date) date)))
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dates))
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(gnc:report-percent-done 1)
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(set! commodity-list (gnc:accounts-get-commodities
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(append
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(gnc:acccounts-get-all-subaccounts accounts)
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accounts)
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report-currency))
|
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(gnc:report-percent-done 10)
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(set! exchange-fn (gnc:case-exchange-time-fn
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price-source report-currency
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commodity-list to-date-t64
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10 40))
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(gnc:report-percent-done 50)
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|
||||
(if
|
||||
(not (null? accounts))
|
||||
(let* ((assets-list #f)
|
||||
(liability-list #f)
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||||
(net-list #f)
|
||||
(progress-range (cons 50 80))
|
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(date-string-list (map
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||||
(if inc-exp?
|
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(lambda (date-list-item)
|
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(qof-print-date
|
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(car date-list-item)))
|
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qof-print-date)
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dates-list)))
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(let* ((the-acount-destination-alist
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(if inc-exp?
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(append (map (lambda (account) (cons account 'asset))
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(assoc-ref classified-accounts ACCT-TYPE-INCOME))
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(map (lambda (account) (cons account 'liability))
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(assoc-ref classified-accounts ACCT-TYPE-EXPENSE)))
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(append (map (lambda (account) (cons account 'asset))
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(assoc-ref classified-accounts ACCT-TYPE-ASSET))
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(map (lambda (account) (cons account 'liability))
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||||
(assoc-ref classified-accounts ACCT-TYPE-LIABILITY)))))
|
||||
(account-reformat (if inc-exp?
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||||
(lambda (account result)
|
||||
(map (lambda (collector date-interval)
|
||||
(gnc:monetary-neg (collector->monetary collector (second date-interval))))
|
||||
result dates-list))
|
||||
(lambda (account result)
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(let ((commodity-collector (gnc:make-commodity-collector)))
|
||||
(collector-end (fold (lambda (next date list-collector)
|
||||
(commodity-collector 'merge next #f)
|
||||
(collector-add list-collector
|
||||
(collector->monetary
|
||||
commodity-collector date)))
|
||||
(collector-into-list)
|
||||
result
|
||||
dates-list))))))
|
||||
(work (category-by-account-report-work inc-exp?
|
||||
dates-list
|
||||
the-acount-destination-alist
|
||||
(lambda (account date)
|
||||
(make-gnc-collector-collector))
|
||||
account-reformat))
|
||||
(rpt (category-by-account-report-do-work work progress-range))
|
||||
(assets (assoc-ref rpt 'asset))
|
||||
(liabilities (assoc-ref rpt 'liability)))
|
||||
(set! assets-list (if assets (car assets)
|
||||
(map (lambda (d)
|
||||
(gnc:make-gnc-monetary report-currency 0/1))
|
||||
dates-list)))
|
||||
(set! liability-list (if liabilities (car liabilities)
|
||||
(map (lambda (d)
|
||||
(gnc:make-gnc-monetary report-currency 0/1))
|
||||
dates-list)))
|
||||
)
|
||||
|
||||
(gnc:report-percent-done 80)
|
||||
(set! net-list
|
||||
(map monetary+ assets-list liability-list))
|
||||
(gnc:report-percent-done 90)
|
||||
|
||||
(gnc:html-barchart-set-title!
|
||||
chart report-title)
|
||||
(gnc:html-barchart-set-subtitle!
|
||||
chart (format #f
|
||||
(_ "~a to ~a")
|
||||
(gnc:html-string-sanitize (qof-print-date from-date-t64))
|
||||
(gnc:html-string-sanitize (qof-print-date to-date-t64))))
|
||||
(gnc:html-barchart-set-width! chart width)
|
||||
(gnc:html-barchart-set-height! chart height)
|
||||
(gnc:html-barchart-set-row-labels! chart date-string-list)
|
||||
(gnc:html-barchart-set-y-axis-label!
|
||||
chart (gnc-commodity-get-mnemonic report-currency))
|
||||
;; Determine whether we have enough space for horizontal labels
|
||||
;; -- kind of a hack. Assumptions: y-axis labels and legend
|
||||
;; require 200 pixels, and each x-axes label needs 60 pixels.
|
||||
;;(gnc:html-barchart-set-row-labels-rotated?!
|
||||
;; chart (< (/ (- width 200)
|
||||
;; (length date-string-list)) 60))
|
||||
|
||||
;; Add the data
|
||||
(if show-sep?
|
||||
(begin
|
||||
(add-column! (map monetary->double assets-list))
|
||||
(add-column! ;;(if inc-exp?
|
||||
(map - (map monetary->double liability-list))
|
||||
;;liability-list)
|
||||
)))
|
||||
(if show-net?
|
||||
(add-column! (map monetary->double net-list)))
|
||||
|
||||
;; Legend labels, colors
|
||||
(gnc:html-barchart-set-col-labels!
|
||||
chart (append
|
||||
(if show-sep?
|
||||
(if inc-exp?
|
||||
(list (_ "Income") (_ "Expense"))
|
||||
(list (_ "Assets") (_ "Liabilities")))
|
||||
'())
|
||||
(if show-net?
|
||||
(if inc-exp?
|
||||
(list (_ "Net Profit"))
|
||||
(list (_ "Net Worth")))
|
||||
'())))
|
||||
(gnc:html-barchart-set-col-colors!
|
||||
chart (append
|
||||
(if show-sep?
|
||||
'("#0074D9" "#FF4136") '())
|
||||
(if show-net?
|
||||
'("#2ECC40") '())))
|
||||
|
||||
;; URLs for income/expense or asset/liabilities bars.
|
||||
;; (if show-sep?
|
||||
;; (let ((urls
|
||||
;; (list
|
||||
;; (gnc:make-report-anchor
|
||||
;; (if inc-exp?
|
||||
;; category-barchart-income-uuid
|
||||
;; category-barchart-asset-uuid)
|
||||
;; report-obj
|
||||
;; (list
|
||||
;; (list gnc:pagename-display
|
||||
;; "Use Stacked Bars" #t)
|
||||
;; (list gnc:pagename-general
|
||||
;; gnc:optname-reportname
|
||||
;; (if inc-exp?
|
||||
;; (_ "Income Chart")
|
||||
;; (_ "Asset Chart")))))
|
||||
;; (gnc:make-report-anchor
|
||||
;; (if inc-exp?
|
||||
;; category-barchart-expense-uuid
|
||||
;; category-barchart-liability-uuid)
|
||||
;; report-obj
|
||||
;; (list
|
||||
;; (list gnc:pagename-display
|
||||
;; "Use Stacked Bars" #t)
|
||||
;; (list gnc:pagename-general
|
||||
;; gnc:optname-reportname
|
||||
;; (if inc-exp?
|
||||
;; (_ "Expense Chart")
|
||||
;; (_ "Liability Chart"))))))))
|
||||
;; (gnc:html-barchart-set-button-1-bar-urls!
|
||||
;; chart urls)
|
||||
;; (gnc:html-barchart-set-button-1-legend-urls!
|
||||
;; chart urls)))
|
||||
|
||||
;; Test for all-zero data here.
|
||||
(if non-zeros
|
||||
(begin
|
||||
(gnc:html-document-add-object! document chart)
|
||||
(if show-table?
|
||||
(let ((table (gnc:make-html-table)))
|
||||
(gnc:html-table-set-col-headers!
|
||||
table
|
||||
(append
|
||||
(list (_ "Date"))
|
||||
(if show-sep?
|
||||
(if inc-exp?
|
||||
(list (_ "Income") (_ "Expense"))
|
||||
(list (_ "Assets") (_ "Liabilities")))
|
||||
'())
|
||||
(if show-net?
|
||||
(if inc-exp?
|
||||
(list (_ "Net Profit"))
|
||||
(list (_ "Net Worth")))
|
||||
'()))
|
||||
)
|
||||
(gnc:html-table-append-column! table date-string-list)
|
||||
(if show-sep?
|
||||
(begin
|
||||
(gnc:html-table-append-column! table assets-list)
|
||||
(gnc:html-table-append-column! table liability-list)
|
||||
)
|
||||
)
|
||||
(if show-net?
|
||||
(gnc:html-table-append-column! table net-list)
|
||||
)
|
||||
;; set numeric columns to align right
|
||||
(for-each
|
||||
(lambda (col)
|
||||
(gnc:html-table-set-col-style!
|
||||
table col "td"
|
||||
'attribute (list "class" "number-cell")))
|
||||
'(1 2 3))
|
||||
|
||||
(gnc:html-document-add-object! document table))
|
||||
))
|
||||
(gnc:html-document-add-object!
|
||||
document
|
||||
(gnc:html-make-empty-data-warning
|
||||
report-title (gnc:report-id report-obj)))))
|
||||
|
||||
;; else no accounts selected
|
||||
(gnc:html-document-add-object!
|
||||
document
|
||||
(gnc:html-make-no-account-warning
|
||||
report-title (gnc:report-id report-obj))))
|
||||
|
||||
(gnc:report-finished)
|
||||
document))
|
||||
|
||||
;; Export reports
|
||||
|
||||
(export net-worth-barchart-uuid)
|
||||
(export income-expense-barchart-uuid)
|
||||
|
||||
(define net-worth-barchart-uuid "cbba1696c8c24744848062c7f1cf4a72")
|
||||
(define income-expense-barchart-uuid "80769921e87943adade887b9835a7685")
|
||||
|
||||
;; Here we define the actual report
|
||||
(gnc:define-report
|
||||
'version 1
|
||||
'name (N_ "Net Worth Barchart")
|
||||
'report-guid net-worth-barchart-uuid
|
||||
'menu-path (list gnc:menuname-asset-liability)
|
||||
'options-generator (lambda () (options-generator #f))
|
||||
'renderer (lambda (report-obj) (net-renderer report-obj #f)))
|
||||
|
||||
(gnc:define-report
|
||||
'version 1
|
||||
'name reportname
|
||||
'report-guid income-expense-barchart-uuid
|
||||
'menu-name (N_ "Income & Expense Barchart")
|
||||
'menu-path (list gnc:menuname-income-expense)
|
||||
'options-generator (lambda () (options-generator #t))
|
||||
'renderer (lambda (report-obj) (net-renderer report-obj #t)))
|
||||
601
gnucash/report/standard-reports/net-charts.scm
Normal file
601
gnucash/report/standard-reports/net-charts.scm
Normal file
@ -0,0 +1,601 @@
|
||||
;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
|
||||
;; net-charts.scm : Display a time series line or bar chart for
|
||||
;; either net worth or net profit.
|
||||
;;
|
||||
;; By Robert Merkel <rgmerk@mira.net>
|
||||
;; and Christian Stimming <stimming@tu-harburg.de>
|
||||
;; and Mike Evans <mikee@saxicooa.co.uk>
|
||||
;; and Christopher Lam to combine with net-barchart.scm
|
||||
;;
|
||||
;; This program is free software; you can redistribute it and/or
|
||||
;; modify it under the terms of the GNU General Public License as
|
||||
;; published by the Free Software Foundation; either version 2 of
|
||||
;; the License, or (at your option) any later version.
|
||||
;;
|
||||
;; This program is distributed in the hope that it will be useful,
|
||||
;; but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
;; MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
;; GNU General Public License for more details.
|
||||
;;
|
||||
;; You should have received a copy of the GNU General Public License
|
||||
;; along with this program; if not, contact:
|
||||
;;
|
||||
;; Free Software Foundation Voice: +1-617-542-5942
|
||||
;; 51 Franklin Street, Fifth Floor Fax: +1-617-542-2652
|
||||
;; Boston, MA 02110-1301, USA gnu@gnu.org
|
||||
;;
|
||||
;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
|
||||
|
||||
(define-module (gnucash report standard-reports net-charts))
|
||||
|
||||
(use-modules (srfi srfi-1))
|
||||
(use-modules (gnucash utilities))
|
||||
(use-modules (gnucash gnc-module))
|
||||
(use-modules (gnucash gettext))
|
||||
|
||||
(use-modules (gnucash report report-system report-collectors))
|
||||
(use-modules (gnucash report report-system collectors))
|
||||
(use-modules (gnucash report standard-reports category-barchart)) ; for guids of called reports
|
||||
(gnc:module-load "gnucash/report/report-system" 0)
|
||||
|
||||
|
||||
(define optname-from-date (N_ "Start Date"))
|
||||
(define optname-to-date (N_ "End Date"))
|
||||
(define optname-stepsize (N_ "Step Size"))
|
||||
(define optname-report-currency (N_ "Report's currency"))
|
||||
(define optname-price-source (N_ "Price Source"))
|
||||
|
||||
(define optname-accounts (N_ "Accounts"))
|
||||
|
||||
(define optname-inc-exp (N_ "Show Income/Expense"))
|
||||
(define optname-show-profit (N_ "Show Net Profit"))
|
||||
|
||||
(define optname-sep-bars (N_ "Show Asset & Liability"))
|
||||
(define optname-net-bars (N_ "Show Net Worth"))
|
||||
|
||||
(define optname-plot-width (N_ "Plot Width"))
|
||||
(define optname-plot-height (N_ "Plot Height"))
|
||||
|
||||
(define optname-line-width (N_ "Line Width"))
|
||||
(define opthelp-line-width (N_ "Set line width in pixels."))
|
||||
|
||||
(define optname-markers (N_ "Data markers?"))
|
||||
|
||||
;;(define optname-x-grid (N_ "X grid"))
|
||||
(define optname-y-grid (N_ "Grid"))
|
||||
|
||||
(define (options-generator inc-exp? linechart?)
|
||||
(let* ((options (gnc:new-options))
|
||||
;; This is just a helper function for making options.
|
||||
;; See libgnucash/scm/options.scm for details.
|
||||
(add-option
|
||||
(lambda (new-option)
|
||||
(gnc:register-option options new-option))))
|
||||
|
||||
;; General tab
|
||||
(gnc:options-add-date-interval!
|
||||
options gnc:pagename-general
|
||||
optname-from-date optname-to-date "a")
|
||||
|
||||
(gnc:options-add-interval-choice!
|
||||
options gnc:pagename-general optname-stepsize "b" 'MonthDelta)
|
||||
|
||||
(gnc:options-add-currency!
|
||||
options gnc:pagename-general optname-report-currency "c")
|
||||
|
||||
(gnc:options-add-price-source!
|
||||
options gnc:pagename-general
|
||||
optname-price-source "d" 'weighted-average)
|
||||
|
||||
;; Account tab
|
||||
(add-option
|
||||
(gnc:make-account-list-option
|
||||
gnc:pagename-accounts optname-accounts
|
||||
"a"
|
||||
(N_ "Report on these accounts, if chosen account level allows.")
|
||||
(lambda ()
|
||||
(filter
|
||||
(if inc-exp?
|
||||
gnc:account-is-inc-exp?
|
||||
(lambda (account) (not (gnc:account-is-inc-exp? account))))
|
||||
(gnc-account-get-descendants-sorted (gnc-get-current-root-account))))
|
||||
(lambda (accounts)
|
||||
(list #t
|
||||
(filter
|
||||
(if inc-exp?
|
||||
gnc:account-is-inc-exp?
|
||||
(lambda (account)
|
||||
(not (gnc:account-is-inc-exp? account))))
|
||||
accounts)))
|
||||
#t))
|
||||
|
||||
;; Display tab
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display
|
||||
(if inc-exp? optname-inc-exp optname-sep-bars)
|
||||
"a"
|
||||
(if inc-exp?
|
||||
(N_ "Show Income and Expenses?")
|
||||
(N_ "Show the Asset and the Liability bars?"))
|
||||
#t))
|
||||
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display
|
||||
(if inc-exp? optname-show-profit optname-net-bars)
|
||||
"b"
|
||||
(if inc-exp?
|
||||
(N_ "Show the net profit?")
|
||||
(N_ "Show a Net Worth bar?"))
|
||||
#t))
|
||||
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display
|
||||
(N_ "Show table")
|
||||
"c" (N_ "Display a table of the selected data.")
|
||||
#f))
|
||||
|
||||
(gnc:options-add-plot-size!
|
||||
options gnc:pagename-display
|
||||
optname-plot-width optname-plot-height "d" (cons 'percent 100.0) (cons 'percent 100.0))
|
||||
|
||||
(if linechart?
|
||||
(begin
|
||||
|
||||
(add-option
|
||||
(gnc:make-number-range-option
|
||||
gnc:pagename-display optname-line-width
|
||||
"e" opthelp-line-width
|
||||
1.5 0.5 5 1 0.1 ))
|
||||
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display optname-y-grid
|
||||
"f" (N_ "Add grid lines.")
|
||||
#t))
|
||||
|
||||
;;(add-option
|
||||
;; (gnc:make-simple-boolean-option
|
||||
;; gnc:pagename-display optname-x-grid
|
||||
;; "g" (N_ "Add vertical grid lines.")
|
||||
;; #f))
|
||||
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display optname-markers
|
||||
"g" (N_ "Display a mark for each data point.")
|
||||
#t))
|
||||
|
||||
))
|
||||
|
||||
(gnc:options-set-default-section options gnc:pagename-general)
|
||||
|
||||
options))
|
||||
|
||||
;; This is the rendering function. It accepts a database of options
|
||||
;; and generates an object of type <html-document>. See the file
|
||||
;; report-html.txt for documentation; the file report-html.scm
|
||||
;; includes all the relevant Scheme code. The option database passed
|
||||
;; to the function is one created by the options-generator function
|
||||
;; defined above.
|
||||
(define (net-renderer report-obj inc-exp? linechart?)
|
||||
|
||||
;; This is a helper function for looking up option values.
|
||||
(define (get-option section name)
|
||||
(gnc:option-value
|
||||
(gnc:lookup-option (gnc:report-options report-obj) section name)))
|
||||
|
||||
(gnc:report-starting "INC/EXP & A/L Charts")
|
||||
(let* ((to-date-t64 (gnc:time64-end-day-time
|
||||
(gnc:date-option-absolute-time
|
||||
(get-option gnc:pagename-general
|
||||
optname-to-date))))
|
||||
(from-date-t64 (gnc:time64-start-day-time
|
||||
(gnc:date-option-absolute-time
|
||||
(get-option gnc:pagename-general
|
||||
optname-from-date))))
|
||||
(interval (get-option gnc:pagename-general optname-stepsize))
|
||||
(report-currency (get-option gnc:pagename-general optname-report-currency))
|
||||
(price-source (get-option gnc:pagename-general optname-price-source))
|
||||
(accounts (get-option gnc:pagename-accounts optname-accounts))
|
||||
(show-sep? (get-option gnc:pagename-display (if inc-exp?
|
||||
optname-inc-exp
|
||||
optname-sep-bars)))
|
||||
(show-net? (get-option gnc:pagename-display (if inc-exp?
|
||||
optname-show-profit
|
||||
optname-net-bars)))
|
||||
(height (get-option gnc:pagename-display optname-plot-height))
|
||||
(width (get-option gnc:pagename-display optname-plot-width))
|
||||
(markers (if linechart?
|
||||
(get-option gnc:pagename-display optname-markers)))
|
||||
(line-width (if linechart?
|
||||
(get-option gnc:pagename-display optname-line-width)))
|
||||
(y-grid (if linechart? (get-option gnc:pagename-display optname-y-grid)))
|
||||
;;(x-grid (if linechart? (get-option gnc:pagename-display optname-x-grid)))
|
||||
(commodity-list #f)
|
||||
(exchange-fn #f)
|
||||
(dates-list ((if inc-exp?
|
||||
gnc:make-date-interval-list
|
||||
gnc:make-date-list)
|
||||
((if inc-exp?
|
||||
gnc:time64-start-day-time
|
||||
gnc:time64-end-day-time)
|
||||
from-date-t64)
|
||||
(gnc:time64-end-day-time to-date-t64)
|
||||
(gnc:deltasym-to-delta interval)))
|
||||
(report-title (get-option gnc:pagename-general gnc:optname-reportname))
|
||||
(classified-accounts (gnc:decompose-accountlist accounts))
|
||||
(show-table? (get-option gnc:pagename-display (N_ "Show table")))
|
||||
(document (gnc:make-html-document))
|
||||
(chart (if linechart?
|
||||
(gnc:make-html-linechart)
|
||||
(gnc:make-html-barchart)))
|
||||
(non-zeros #f))
|
||||
|
||||
(define (add-column! data-list)
|
||||
(begin
|
||||
((if linechart?
|
||||
gnc:html-linechart-append-column!
|
||||
gnc:html-barchart-append-column!)
|
||||
chart data-list)
|
||||
(if (gnc:not-all-zeros data-list) (set! non-zeros #t))
|
||||
#f))
|
||||
|
||||
;; This exchanges the commodity-collector 'c' to one single
|
||||
;; 'report-currency' according to the exchange-fn. Returns a gnc:monetary
|
||||
(define (collector->monetary c date)
|
||||
(if (not (number? date))
|
||||
(throw 'wrong))
|
||||
(gnc:sum-collector-commodity
|
||||
c report-currency
|
||||
(lambda (a b) (exchange-fn a b date))))
|
||||
|
||||
;; Add two gnc-monetary objects in the same currency.
|
||||
(define (monetary+ a b)
|
||||
(if (and (gnc:gnc-monetary? a) (gnc:gnc-monetary? b))
|
||||
(let ((same-currency? (gnc-commodity-equal (gnc:gnc-monetary-commodity a) (gnc:gnc-monetary-commodity b)))
|
||||
(amount (+ (gnc:gnc-monetary-amount a) (gnc:gnc-monetary-amount b))))
|
||||
(if same-currency?
|
||||
(gnc:make-gnc-monetary (gnc:gnc-monetary-commodity a) amount)
|
||||
(warn "incompatible currencies in monetary+: " a b)))
|
||||
(warn "wrong arguments for monetary+: " a b)))
|
||||
|
||||
(define (monetary->double monetary)
|
||||
(gnc-numeric-to-double (gnc:gnc-monetary-amount monetary)))
|
||||
|
||||
;; This calculates the balances for all the 'accounts' for each
|
||||
;; element of the list 'dates'. If income?==#t, the signs get
|
||||
;; reversed according to income-sign-reverse general option
|
||||
;; settings. Uses the collector->monetary conversion function
|
||||
;; above. Returns a list of gnc-monetary.
|
||||
(define (process-datelist accounts dates income?)
|
||||
(map
|
||||
(lambda (date)
|
||||
(collector->monetary
|
||||
((if inc-exp?
|
||||
(if income?
|
||||
gnc:accounts-get-comm-total-income
|
||||
gnc:accounts-get-comm-total-expense)
|
||||
gnc:accounts-get-comm-total-assets)
|
||||
accounts
|
||||
(lambda (account)
|
||||
(if inc-exp?
|
||||
;; for inc-exp, 'date' is a pair of time values, else
|
||||
;; it is a time value.
|
||||
(gnc:account-get-comm-balance-interval
|
||||
account (first date) (second date) #f)
|
||||
(gnc:account-get-comm-balance-at-date
|
||||
account date #f))))
|
||||
(if inc-exp? (second date) date)))
|
||||
dates))
|
||||
|
||||
(gnc:report-percent-done 1)
|
||||
(set! commodity-list (gnc:accounts-get-commodities
|
||||
(append
|
||||
(gnc:acccounts-get-all-subaccounts accounts)
|
||||
accounts)
|
||||
report-currency))
|
||||
(gnc:report-percent-done 10)
|
||||
(set! exchange-fn (gnc:case-exchange-time-fn
|
||||
price-source report-currency
|
||||
commodity-list to-date-t64
|
||||
10 40))
|
||||
(gnc:report-percent-done 50)
|
||||
|
||||
(if
|
||||
(not (null? accounts))
|
||||
(let* ((the-account-destination-alist
|
||||
(if inc-exp?
|
||||
(append (map (lambda (account) (cons account 'asset))
|
||||
(assoc-ref classified-accounts ACCT-TYPE-INCOME))
|
||||
(map (lambda (account) (cons account 'liability))
|
||||
(assoc-ref classified-accounts ACCT-TYPE-EXPENSE)))
|
||||
(append (map (lambda (account) (cons account 'asset))
|
||||
(assoc-ref classified-accounts ACCT-TYPE-ASSET))
|
||||
(map (lambda (account) (cons account 'liability))
|
||||
(assoc-ref classified-accounts ACCT-TYPE-LIABILITY)))))
|
||||
(account-reformat (if inc-exp?
|
||||
(lambda (account result)
|
||||
(map (lambda (collector date-interval)
|
||||
(gnc:monetary-neg (collector->monetary collector (second date-interval))))
|
||||
result dates-list))
|
||||
(lambda (account result)
|
||||
(let ((commodity-collector (gnc:make-commodity-collector)))
|
||||
(collector-end (fold (lambda (next date list-collector)
|
||||
(commodity-collector 'merge next #f)
|
||||
(collector-add list-collector
|
||||
(collector->monetary
|
||||
commodity-collector date)))
|
||||
(collector-into-list)
|
||||
result
|
||||
dates-list))))))
|
||||
(work (category-by-account-report-work inc-exp?
|
||||
dates-list
|
||||
the-account-destination-alist
|
||||
(lambda (account date)
|
||||
(make-gnc-collector-collector))
|
||||
account-reformat))
|
||||
(rpt (category-by-account-report-do-work work (cons 50 90)))
|
||||
(assets (assoc-ref rpt 'asset))
|
||||
(liabilities (assoc-ref rpt 'liability))
|
||||
(assets-list (if assets
|
||||
(car assets)
|
||||
(map (lambda (d)
|
||||
(gnc:make-gnc-monetary report-currency 0))
|
||||
dates-list)))
|
||||
(liability-list (if liabilities
|
||||
(car liabilities)
|
||||
(map (lambda (d)
|
||||
(gnc:make-gnc-monetary report-currency 0))
|
||||
dates-list)))
|
||||
(net-list (map monetary+ assets-list liability-list))
|
||||
;; Here the date strings for the x-axis labels are
|
||||
;; created.
|
||||
(datelist->stringlist (lambda (dates-list)
|
||||
(map (lambda (date-list-item)
|
||||
(qof-print-date
|
||||
(if inc-exp?
|
||||
(car date-list-item)
|
||||
date-list-item)))
|
||||
dates-list)))
|
||||
|
||||
(date-string-list (if linechart?
|
||||
(datelist->stringlist dates-list)
|
||||
(map
|
||||
(if inc-exp?
|
||||
(lambda (date-list-item)
|
||||
(qof-print-date
|
||||
(car date-list-item)))
|
||||
qof-print-date)
|
||||
dates-list)))
|
||||
|
||||
(date-iso-string-list (let ((save-fmt (qof-date-format-get))
|
||||
(retlist #f))
|
||||
(qof-date-format-set QOF-DATE-FORMAT-ISO)
|
||||
(set! retlist (datelist->stringlist dates-list))
|
||||
(qof-date-format-set save-fmt)
|
||||
retlist)))
|
||||
|
||||
(gnc:report-percent-done 90)
|
||||
|
||||
((if linechart?
|
||||
gnc:html-linechart-set-title!
|
||||
gnc:html-barchart-set-title!)
|
||||
chart report-title)
|
||||
|
||||
((if linechart?
|
||||
gnc:html-linechart-set-subtitle!
|
||||
gnc:html-barchart-set-subtitle!)
|
||||
chart (format #f
|
||||
(_ "~a to ~a")
|
||||
(qof-print-date from-date-t64)
|
||||
(qof-print-date to-date-t64)))
|
||||
|
||||
((if linechart?
|
||||
gnc:html-linechart-set-width!
|
||||
gnc:html-barchart-set-width!) chart width)
|
||||
|
||||
((if linechart?
|
||||
gnc:html-linechart-set-height!
|
||||
gnc:html-barchart-set-height!) chart height)
|
||||
|
||||
(if linechart?
|
||||
(begin
|
||||
(gnc:html-linechart-set-row-labels! chart date-iso-string-list)
|
||||
(gnc:html-linechart-set-major-grid?! chart y-grid))
|
||||
(gnc:html-barchart-set-row-labels! chart date-string-list))
|
||||
|
||||
((if linechart?
|
||||
gnc:html-linechart-set-y-axis-label!
|
||||
gnc:html-barchart-set-y-axis-label!)
|
||||
chart (gnc-commodity-get-mnemonic report-currency))
|
||||
|
||||
;; Add the data
|
||||
(if show-sep?
|
||||
(begin
|
||||
(add-column! (map monetary->double assets-list))
|
||||
(add-column! ;;(if inc-exp?
|
||||
(map - (map monetary->double liability-list))
|
||||
;;liability-list)
|
||||
)))
|
||||
(if show-net?
|
||||
(add-column! (map monetary->double net-list)))
|
||||
|
||||
;; Legend labels, colors
|
||||
((if linechart?
|
||||
gnc:html-linechart-set-col-labels!
|
||||
gnc:html-barchart-set-col-labels!)
|
||||
chart (append
|
||||
(if show-sep?
|
||||
(if inc-exp?
|
||||
(list (_ "Income") (_ "Expense"))
|
||||
(list (_ "Assets") (_ "Liabilities")))
|
||||
'())
|
||||
(if show-net?
|
||||
(if inc-exp?
|
||||
(list (_ "Net Profit"))
|
||||
(list (_ "Net Worth")))
|
||||
'())))
|
||||
|
||||
((if linechart?
|
||||
gnc:html-linechart-set-col-colors!
|
||||
gnc:html-barchart-set-col-colors!)
|
||||
chart (append
|
||||
(if show-sep?
|
||||
'("#0074D9" "#FF4136") '())
|
||||
(if show-net?
|
||||
'("#2ECC40") '())))
|
||||
|
||||
;; Set the line width and markers
|
||||
(if linechart?
|
||||
(begin
|
||||
(gnc:html-linechart-set-line-width! chart line-width)
|
||||
(gnc:html-linechart-set-markers?! chart markers)))
|
||||
|
||||
;; URLs for income/expense or asset/liabilities bars.
|
||||
;; (if show-sep?
|
||||
;; (let ((urls
|
||||
;; (list
|
||||
;; (gnc:make-report-anchor
|
||||
;; (if inc-exp?
|
||||
;; category-barchart-income-uuid
|
||||
;; category-barchart-asset-uuid)
|
||||
;; report-obj
|
||||
;; (list
|
||||
;; (list gnc:pagename-display
|
||||
;; (if linechart? "Use Stacked Lines" "Use Stacked Bars") #t)
|
||||
;; (list gnc:pagename-general
|
||||
;; gnc:optname-reportname
|
||||
;; (if inc-exp?
|
||||
;; (_ "Income Chart")
|
||||
;; (_ "Asset Chart")))))
|
||||
;; (gnc:make-report-anchor
|
||||
;; (if inc-exp?
|
||||
;; category-barchart-expense-uuid
|
||||
;; category-barchart-liability-uuid)
|
||||
;; report-obj
|
||||
;; (list
|
||||
;; (list gnc:pagename-display
|
||||
;; (if linechart? "Use Stacked Lines" "Use Stacked Bars") #t)
|
||||
;; (list gnc:pagename-general
|
||||
;; gnc:optname-reportname
|
||||
;; (if inc-exp?
|
||||
;; (_ "Expense Chart")
|
||||
;; (_ "Liability Chart"))))))))
|
||||
;; ((if linechart?
|
||||
;; gnc:html-linechart-set-button-1-line-urls!
|
||||
;; gnc:html-barchart-set-button-1-line-urls!)
|
||||
;; chart urls)
|
||||
;; ((if linechart?
|
||||
;; gnc:html-linechart-set-button-1-legend-urls!
|
||||
;; gnc:html-barchart-set-button-1-legend-urls!)
|
||||
;; chart urls)))
|
||||
|
||||
;; Test for all-zero data here.
|
||||
(if non-zeros
|
||||
(begin
|
||||
(gnc:html-document-add-object! document chart)
|
||||
(if show-table?
|
||||
(let ((table (gnc:make-html-table)))
|
||||
(gnc:html-table-set-style!
|
||||
table "table"
|
||||
'attribute (list "border" 0)
|
||||
'attribute (list "cellspacing" 0)
|
||||
'attribute (list "cellpadding" 4))
|
||||
(gnc:html-table-set-col-headers!
|
||||
table
|
||||
(append
|
||||
(list (_ "Date"))
|
||||
(if show-sep?
|
||||
(if inc-exp?
|
||||
(list (_ "Income") (_ "Expense"))
|
||||
(list (_ "Assets") (_ "Liabilities")))
|
||||
'())
|
||||
(if show-net?
|
||||
(if inc-exp?
|
||||
(list (_ "Net Profit"))
|
||||
(list (_ "Net Worth")))
|
||||
'()))
|
||||
)
|
||||
(gnc:html-table-append-column! table date-string-list)
|
||||
(if show-sep?
|
||||
(begin
|
||||
(gnc:html-table-append-column! table assets-list)
|
||||
(gnc:html-table-append-column! table liability-list)
|
||||
)
|
||||
)
|
||||
(if show-net?
|
||||
(gnc:html-table-append-column! table net-list)
|
||||
)
|
||||
;; set numeric columns to align right
|
||||
(for-each
|
||||
(lambda (col)
|
||||
(gnc:html-table-set-col-style!
|
||||
table col "td"
|
||||
'attribute (list "class" "number-cell")))
|
||||
'(1 2 3))
|
||||
|
||||
(gnc:html-document-add-object! document table))
|
||||
))
|
||||
(gnc:html-document-add-object!
|
||||
document
|
||||
(gnc:html-make-empty-data-warning
|
||||
report-title (gnc:report-id report-obj)))))
|
||||
|
||||
;; else no accounts selected
|
||||
(gnc:html-document-add-object!
|
||||
document
|
||||
(gnc:html-make-no-account-warning
|
||||
report-title (gnc:report-id report-obj))))
|
||||
|
||||
(gnc:report-finished)
|
||||
document))
|
||||
|
||||
;; Export reports
|
||||
|
||||
(export net-worth-barchart-uuid)
|
||||
(export net-worth-linechart-uuid)
|
||||
(export income-expense-barchart-uuid)
|
||||
|
||||
(define net-worth-linechart-uuid "d8b63264186b11e19038001558291366")
|
||||
(define net-worth-barchart-uuid "cbba1696c8c24744848062c7f1cf4a72")
|
||||
(define income-expense-barchart-uuid "80769921e87943adade887b9835a7685")
|
||||
|
||||
;; Here we define the actual report
|
||||
(gnc:define-report
|
||||
'version 1
|
||||
'name (N_ "Net Worth Barchart")
|
||||
'report-guid net-worth-barchart-uuid
|
||||
'menu-path (list gnc:menuname-asset-liability)
|
||||
'options-generator (lambda () (options-generator #f #f))
|
||||
'renderer (lambda (report-obj) (net-renderer report-obj #f #f)))
|
||||
|
||||
(gnc:define-report
|
||||
'version 1
|
||||
'name (N_ "Income/Expense Chart")
|
||||
'report-guid income-expense-barchart-uuid
|
||||
'menu-name (N_ "Income & Expense Barchart")
|
||||
'menu-path (list gnc:menuname-income-expense)
|
||||
'options-generator (lambda () (options-generator #t #f))
|
||||
'renderer (lambda (report-obj) (net-renderer report-obj #t #f)))
|
||||
|
||||
(gnc:define-report
|
||||
'version 1
|
||||
'name (N_ "Net Worth Linechart")
|
||||
'report-guid net-worth-linechart-uuid
|
||||
'menu-path (list gnc:menuname-asset-liability)
|
||||
'options-generator (lambda () (options-generator #f #t))
|
||||
'renderer (lambda (report-obj) (net-renderer report-obj #f #t)))
|
||||
|
||||
;; Not sure if a line chart makes sense for Income & Expense
|
||||
;; Feel free to uncomment and try it though
|
||||
(gnc:define-report
|
||||
'version 1
|
||||
'name (N_ "Income & Expense Linechart")
|
||||
'report-guid "e533c998186b11e1b2e2001558291366"
|
||||
'menu-name (N_ "Income & Expense Linechart")
|
||||
'menu-path (list gnc:menuname-income-expense)
|
||||
'options-generator (lambda () (options-generator #t #t))
|
||||
'renderer (lambda (report-obj) (net-renderer report-obj #t #t)))
|
||||
@ -1,550 +0,0 @@
|
||||
;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
|
||||
;; net-linechart.scm : Display a time series line chart for
|
||||
;; either net worth or net profit.
|
||||
;;
|
||||
;; By Robert Merkel <rgmerk@mira.net>
|
||||
;; and Christian Stimming <stimming@tu-harburg.de>
|
||||
;; and Mike Evans <mikee@saxicooa.co.uk>
|
||||
;;
|
||||
;; This program is free software; you can redistribute it and/or
|
||||
;; modify it under the terms of the GNU General Public License as
|
||||
;; published by the Free Software Foundation; either version 2 of
|
||||
;; the License, or (at your option) any later version.
|
||||
;;
|
||||
;; This program is distributed in the hope that it will be useful,
|
||||
;; but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
;; MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
;; GNU General Public License for more details.
|
||||
;;
|
||||
;; You should have received a copy of the GNU General Public License
|
||||
;; along with this program; if not, contact:
|
||||
;;
|
||||
;; Free Software Foundation Voice: +1-617-542-5942
|
||||
;; 51 Franklin Street, Fifth Floor Fax: +1-617-542-2652
|
||||
;; Boston, MA 02110-1301, USA gnu@gnu.org
|
||||
;;
|
||||
;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
|
||||
|
||||
(define-module (gnucash report standard-reports net-linechart))
|
||||
|
||||
(use-modules (srfi srfi-1))
|
||||
(use-modules (gnucash utilities))
|
||||
(use-modules (gnucash gnc-module))
|
||||
(use-modules (gnucash gettext))
|
||||
|
||||
(use-modules (gnucash report report-system report-collectors))
|
||||
(use-modules (gnucash report report-system collectors))
|
||||
(use-modules (gnucash report standard-reports category-barchart)) ; for guids of called reports
|
||||
(gnc:module-load "gnucash/report/report-system" 0)
|
||||
|
||||
(define reportname (N_ "Income/Expense Chart"))
|
||||
|
||||
(define optname-from-date (N_ "Start Date"))
|
||||
(define optname-to-date (N_ "End Date"))
|
||||
(define optname-stepsize (N_ "Step Size"))
|
||||
(define optname-report-currency (N_ "Report's currency"))
|
||||
(define optname-price-source (N_ "Price Source"))
|
||||
|
||||
(define optname-accounts (N_ "Accounts"))
|
||||
|
||||
(define optname-inc-exp (N_ "Show Income/Expense"))
|
||||
(define optname-show-profit (N_ "Show Net Profit"))
|
||||
|
||||
(define optname-sep-bars (N_ "Show Asset & Liability"))
|
||||
(define optname-net-bars (N_ "Show Net Worth"))
|
||||
|
||||
(define optname-plot-width (N_ "Plot Width"))
|
||||
(define optname-plot-height (N_ "Plot Height"))
|
||||
|
||||
(define optname-line-width (N_ "Line Width"))
|
||||
(define opthelp-line-width (N_ "Set line width in pixels."))
|
||||
|
||||
(define optname-markers (N_ "Data markers?"))
|
||||
|
||||
;;(define optname-x-grid (N_ "X grid"))
|
||||
(define optname-y-grid (N_ "Grid"))
|
||||
|
||||
|
||||
|
||||
(define (options-generator inc-exp?)
|
||||
(let* ((options (gnc:new-options))
|
||||
;; This is just a helper function for making options.
|
||||
;; See libgnucash/scm/options.scm for details.
|
||||
(add-option
|
||||
(lambda (new-option)
|
||||
(gnc:register-option options new-option))))
|
||||
|
||||
;; General tab
|
||||
(gnc:options-add-date-interval!
|
||||
options gnc:pagename-general
|
||||
optname-from-date optname-to-date "a")
|
||||
|
||||
(gnc:options-add-interval-choice!
|
||||
options gnc:pagename-general optname-stepsize "b" 'MonthDelta)
|
||||
|
||||
(gnc:options-add-currency!
|
||||
options gnc:pagename-general optname-report-currency "c")
|
||||
|
||||
(gnc:options-add-price-source!
|
||||
options gnc:pagename-general
|
||||
optname-price-source "d" 'weighted-average)
|
||||
|
||||
;; Account tab
|
||||
(add-option
|
||||
(gnc:make-account-list-option
|
||||
gnc:pagename-accounts optname-accounts
|
||||
"a"
|
||||
(N_ "Report on these accounts, if chosen account level allows.")
|
||||
(lambda ()
|
||||
(filter
|
||||
(if inc-exp?
|
||||
gnc:account-is-inc-exp?
|
||||
(lambda (account) (not (gnc:account-is-inc-exp? account))))
|
||||
(gnc-account-get-descendants-sorted (gnc-get-current-root-account))))
|
||||
(lambda (accounts)
|
||||
(list #t
|
||||
(filter
|
||||
(if inc-exp?
|
||||
gnc:account-is-inc-exp?
|
||||
(lambda (account)
|
||||
(not (gnc:account-is-inc-exp? account))))
|
||||
accounts)))
|
||||
#t))
|
||||
|
||||
;; Display tab
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display
|
||||
(if inc-exp? optname-inc-exp optname-sep-bars)
|
||||
"a"
|
||||
(if inc-exp?
|
||||
(N_ "Show Income and Expenses?")
|
||||
(N_ "Show the Asset and the Liability bars?"))
|
||||
#t))
|
||||
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display
|
||||
(if inc-exp? optname-show-profit optname-net-bars)
|
||||
"b"
|
||||
(if inc-exp?
|
||||
(N_ "Show the net profit?")
|
||||
(N_ "Show a Net Worth bar?"))
|
||||
#t))
|
||||
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display
|
||||
(N_ "Show table")
|
||||
"c" (N_ "Display a table of the selected data.")
|
||||
#f))
|
||||
|
||||
(gnc:options-add-plot-size!
|
||||
options gnc:pagename-display
|
||||
optname-plot-width optname-plot-height "d" (cons 'percent 100.0) (cons 'percent 100.0))
|
||||
|
||||
|
||||
(add-option
|
||||
(gnc:make-number-range-option
|
||||
gnc:pagename-display optname-line-width
|
||||
"e" opthelp-line-width
|
||||
1.5 0.5 5 1 0.1 ))
|
||||
|
||||
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display optname-y-grid
|
||||
"f" (N_ "Add grid lines.")
|
||||
#t))
|
||||
|
||||
;(add-option
|
||||
; (gnc:make-simple-boolean-option
|
||||
; gnc:pagename-display optname-x-grid
|
||||
; "g" (N_ "Add vertical grid lines.")
|
||||
; #f))
|
||||
|
||||
(add-option
|
||||
(gnc:make-simple-boolean-option
|
||||
gnc:pagename-display optname-markers
|
||||
"g" (N_ "Display a mark for each data point.")
|
||||
#t))
|
||||
|
||||
(gnc:options-set-default-section options gnc:pagename-general)
|
||||
|
||||
options))
|
||||
|
||||
;; This is the rendering function. It accepts a database of options
|
||||
;; and generates an object of type <html-document>. See the file
|
||||
;; report-html.txt for documentation; the file report-html.scm
|
||||
;; includes all the relevant Scheme code. The option database passed
|
||||
;; to the function is one created by the options-generator function
|
||||
;; defined above.
|
||||
(define (net-renderer report-obj inc-exp?)
|
||||
|
||||
;; This is a helper function for looking up option values.
|
||||
(define (get-option section name)
|
||||
(gnc:option-value
|
||||
(gnc:lookup-option (gnc:report-options report-obj) section name)))
|
||||
|
||||
(gnc:report-starting reportname)
|
||||
(let* ((to-date-t64 (gnc:time64-end-day-time
|
||||
(gnc:date-option-absolute-time
|
||||
(get-option gnc:pagename-general
|
||||
optname-to-date))))
|
||||
(from-date-t64 (gnc:time64-start-day-time
|
||||
(gnc:date-option-absolute-time
|
||||
(get-option gnc:pagename-general
|
||||
optname-from-date))))
|
||||
(interval (get-option gnc:pagename-general optname-stepsize))
|
||||
(report-currency (get-option gnc:pagename-general
|
||||
optname-report-currency))
|
||||
(price-source (get-option gnc:pagename-general
|
||||
optname-price-source))
|
||||
|
||||
(accounts (get-option gnc:pagename-accounts optname-accounts))
|
||||
|
||||
(show-sep? (get-option gnc:pagename-display
|
||||
(if inc-exp? optname-inc-exp
|
||||
optname-sep-bars)))
|
||||
(show-net? (get-option gnc:pagename-display
|
||||
(if inc-exp? optname-show-profit
|
||||
optname-net-bars)))
|
||||
(height (get-option gnc:pagename-display optname-plot-height))
|
||||
(width (get-option gnc:pagename-display optname-plot-width))
|
||||
(markers (get-option gnc:pagename-display optname-markers))
|
||||
|
||||
(line-width (get-option gnc:pagename-display optname-line-width))
|
||||
(y-grid (get-option gnc:pagename-display optname-y-grid))
|
||||
;(x-grid (get-option gnc:pagename-display optname-x-grid))
|
||||
|
||||
(commodity-list #f)
|
||||
(exchange-fn #f)
|
||||
|
||||
(dates-list ((if inc-exp?
|
||||
gnc:make-date-interval-list
|
||||
gnc:make-date-list)
|
||||
((if inc-exp?
|
||||
gnc:time64-start-day-time
|
||||
gnc:time64-end-day-time) from-date-t64)
|
||||
(gnc:time64-end-day-time to-date-t64)
|
||||
(gnc:deltasym-to-delta interval)))
|
||||
(report-title (get-option gnc:pagename-general
|
||||
gnc:optname-reportname))
|
||||
(classified-accounts (gnc:decompose-accountlist accounts))
|
||||
(show-table? (get-option gnc:pagename-display (N_ "Show table")))
|
||||
(document (gnc:make-html-document))
|
||||
(chart (gnc:make-html-linechart))
|
||||
(non-zeros #f))
|
||||
|
||||
(define (add-column! data-list)
|
||||
(begin
|
||||
(gnc:html-linechart-append-column! chart data-list)
|
||||
(if (gnc:not-all-zeros data-list) (set! non-zeros #t))
|
||||
#f))
|
||||
|
||||
;; This exchanges the commodity-collector 'c' to one single
|
||||
;; 'report-currency' according to the exchange-fn. Returns a gnc:monetary
|
||||
(define (collector->monetary c date)
|
||||
(if (not (number? date))
|
||||
(throw 'wrong))
|
||||
(gnc:sum-collector-commodity
|
||||
c report-currency
|
||||
(lambda (a b) (exchange-fn a b date))))
|
||||
|
||||
;; Add two gnc-monetary objects in the same currency.
|
||||
(define (monetary+ a b)
|
||||
(if (and (gnc:gnc-monetary? a) (gnc:gnc-monetary? b))
|
||||
(let ((same-currency? (gnc-commodity-equal (gnc:gnc-monetary-commodity a) (gnc:gnc-monetary-commodity b)))
|
||||
(amount (gnc-numeric-add (gnc:gnc-monetary-amount a) (gnc:gnc-monetary-amount b) GNC-DENOM-AUTO GNC-RND-ROUND)))
|
||||
(if same-currency?
|
||||
(gnc:make-gnc-monetary (gnc:gnc-monetary-commodity a) amount)
|
||||
(warn "incompatible currencies in monetary+: " a b)))
|
||||
(warn "wrong arguments for monetary+: " a b)))
|
||||
|
||||
(define (monetary->double monetary)
|
||||
(gnc-numeric-to-double (gnc:gnc-monetary-amount monetary)))
|
||||
|
||||
;; This calculates the balances for all the 'accounts' for each
|
||||
;; element of the list 'dates'. If income?==#t, the signs get
|
||||
;; reversed according to income-sign-reverse general option
|
||||
;; settings. Uses the collector->monetary conversion function
|
||||
;; above. Returns a list of gnc-monetary.
|
||||
(define (process-datelist accounts dates income?)
|
||||
(map
|
||||
(lambda (date)
|
||||
(collector->monetary
|
||||
((if inc-exp?
|
||||
(if income?
|
||||
gnc:accounts-get-comm-total-income
|
||||
gnc:accounts-get-comm-total-expense)
|
||||
gnc:accounts-get-comm-total-assets)
|
||||
accounts
|
||||
(lambda (account)
|
||||
(if inc-exp?
|
||||
;; for inc-exp, 'date' is a pair of time values, else
|
||||
;; it is a time value.
|
||||
(gnc:account-get-comm-balance-interval
|
||||
account (first date) (second date) #f)
|
||||
(gnc:account-get-comm-balance-at-date
|
||||
account date #f))))
|
||||
(if inc-exp? (second date) date)))
|
||||
dates))
|
||||
|
||||
(gnc:report-percent-done 1)
|
||||
(set! commodity-list (gnc:accounts-get-commodities
|
||||
(append
|
||||
(gnc:acccounts-get-all-subaccounts accounts)
|
||||
accounts)
|
||||
report-currency))
|
||||
(gnc:report-percent-done 10)
|
||||
(set! exchange-fn (gnc:case-exchange-time-fn
|
||||
price-source report-currency
|
||||
commodity-list to-date-t64
|
||||
10 40))
|
||||
(gnc:report-percent-done 50)
|
||||
|
||||
(if
|
||||
(not (null? accounts))
|
||||
(let* ((assets-list #f)
|
||||
(liability-list #f)
|
||||
(net-list #f)
|
||||
(progress-range (cons 50 80))
|
||||
;; Here the date strings for the x-axis labels are
|
||||
;; created.
|
||||
(date-string-list '())
|
||||
(date-iso-string-list '())
|
||||
(save-fmt (qof-date-format-get)))
|
||||
|
||||
(define (datelist->stringlist dates-list)
|
||||
(map (lambda (date-list-item)
|
||||
(qof-print-date
|
||||
(if inc-exp?
|
||||
(car date-list-item)
|
||||
date-list-item)))
|
||||
dates-list))
|
||||
|
||||
(let* ((the-acount-destination-alist
|
||||
(if inc-exp?
|
||||
(append (map (lambda (account) (cons account 'asset))
|
||||
(assoc-ref classified-accounts ACCT-TYPE-INCOME))
|
||||
(map (lambda (account) (cons account 'liability))
|
||||
(assoc-ref classified-accounts ACCT-TYPE-EXPENSE)))
|
||||
(append (map (lambda (account) (cons account 'asset))
|
||||
(assoc-ref classified-accounts ACCT-TYPE-ASSET))
|
||||
(map (lambda (account) (cons account 'liability))
|
||||
(assoc-ref classified-accounts ACCT-TYPE-LIABILITY)))))
|
||||
(account-reformat (if inc-exp?
|
||||
(lambda (account result)
|
||||
(map (lambda (collector date-interval)
|
||||
(gnc:monetary-neg (collector->monetary collector (second date-interval))))
|
||||
result dates-list))
|
||||
(lambda (account result)
|
||||
(let ((commodity-collector (gnc:make-commodity-collector)))
|
||||
(collector-end (fold (lambda (next date list-collector)
|
||||
(commodity-collector 'merge next #f)
|
||||
(collector-add list-collector
|
||||
(collector->monetary
|
||||
commodity-collector date)))
|
||||
(collector-into-list)
|
||||
result
|
||||
dates-list))))))
|
||||
(work (category-by-account-report-work inc-exp?
|
||||
dates-list
|
||||
the-acount-destination-alist
|
||||
(lambda (account date)
|
||||
(make-gnc-collector-collector))
|
||||
account-reformat))
|
||||
(rpt (category-by-account-report-do-work work progress-range))
|
||||
(assets (assoc-ref rpt 'asset))
|
||||
(liabilities (assoc-ref rpt 'liability)))
|
||||
(set! assets-list (if assets (car assets)
|
||||
(map (lambda (d)
|
||||
(gnc:make-gnc-monetary report-currency (gnc-numeric-zero)))
|
||||
dates-list)))
|
||||
(set! liability-list (if liabilities (car liabilities)
|
||||
(map (lambda (d)
|
||||
(gnc:make-gnc-monetary report-currency (gnc-numeric-zero)))
|
||||
dates-list)))
|
||||
)
|
||||
|
||||
(gnc:report-percent-done 80)
|
||||
(set! net-list
|
||||
(map monetary+ assets-list liability-list))
|
||||
(gnc:report-percent-done 90)
|
||||
|
||||
(gnc:html-linechart-set-title!
|
||||
chart report-title)
|
||||
(gnc:html-linechart-set-subtitle!
|
||||
chart (format #f
|
||||
(_ "~a to ~a")
|
||||
(qof-print-date from-date-t64)
|
||||
(qof-print-date to-date-t64)))
|
||||
(gnc:html-linechart-set-width! chart width)
|
||||
(gnc:html-linechart-set-height! chart height)
|
||||
|
||||
(qof-date-format-set QOF-DATE-FORMAT-ISO)
|
||||
(set! date-iso-string-list (datelist->stringlist dates-list))
|
||||
(qof-date-format-set save-fmt)
|
||||
(gnc:html-linechart-set-row-labels! chart date-iso-string-list)
|
||||
|
||||
(gnc:html-linechart-set-major-grid?! chart y-grid)
|
||||
(gnc:html-linechart-set-y-axis-label!
|
||||
chart (gnc-commodity-get-mnemonic report-currency))
|
||||
|
||||
;; Add the data
|
||||
(if show-sep?
|
||||
(begin
|
||||
(add-column! (map monetary->double assets-list))
|
||||
(add-column! ;;(if inc-exp?
|
||||
(map - (map monetary->double liability-list))
|
||||
;;liability-list)
|
||||
)))
|
||||
(if show-net?
|
||||
(add-column! (map monetary->double net-list)))
|
||||
|
||||
;; Legend labels, colors
|
||||
(gnc:html-linechart-set-col-labels!
|
||||
chart (append
|
||||
(if show-sep?
|
||||
(if inc-exp?
|
||||
(list (_ "Income") (_ "Expense"))
|
||||
(list (_ "Assets") (_ "Liabilities")))
|
||||
'())
|
||||
(if show-net?
|
||||
(if inc-exp?
|
||||
(list (_ "Net Profit"))
|
||||
(list (_ "Net Worth")))
|
||||
'())))
|
||||
(gnc:html-linechart-set-col-colors!
|
||||
chart (append
|
||||
(if show-sep?
|
||||
'("#0074D9" "#FF4136") '())
|
||||
(if show-net?
|
||||
'("#2ECC40") '())))
|
||||
|
||||
;; Set the line width and markers
|
||||
(gnc:html-linechart-set-line-width!
|
||||
chart line-width)
|
||||
(gnc:html-linechart-set-markers?!
|
||||
chart markers)
|
||||
|
||||
;; URLs for income/expense or asset/liabilities bars.
|
||||
;; (if show-sep?
|
||||
;; (let ((urls
|
||||
;; (list
|
||||
;; (gnc:make-report-anchor
|
||||
;; (if inc-exp?
|
||||
;; category-barchart-income-uuid
|
||||
;; category-barchart-asset-uuid)
|
||||
;; report-obj
|
||||
;; (list
|
||||
;; (list gnc:pagename-display
|
||||
;; "Use Stacked Lines" #t)
|
||||
;; (list gnc:pagename-general
|
||||
;; gnc:optname-reportname
|
||||
;; (if inc-exp?
|
||||
;; (_ "Income Chart")
|
||||
;; (_ "Asset Chart")))))
|
||||
;; (gnc:make-report-anchor
|
||||
;; (if inc-exp?
|
||||
;; category-barchart-expense-uuid
|
||||
;; category-barchart-liability-uuid)
|
||||
;; report-obj
|
||||
;; (list
|
||||
;; (list gnc:pagename-display
|
||||
;; "Use Stacked Lines" #t)
|
||||
;; (list gnc:pagename-general
|
||||
;; gnc:optname-reportname
|
||||
;; (if inc-exp?
|
||||
;; (_ "Expense Chart")
|
||||
;; (_ "Liability Chart"))))))))
|
||||
;; (gnc:html-linechart-set-button-1-line-urls!
|
||||
;; chart urls)
|
||||
;; (gnc:html-linechart-set-button-1-legend-urls!
|
||||
;; chart urls)))
|
||||
|
||||
;; Test for all-zero data here.
|
||||
(if non-zeros
|
||||
(begin
|
||||
(gnc:html-document-add-object! document chart)
|
||||
(if show-table?
|
||||
(let ((table (gnc:make-html-table)))
|
||||
(gnc:html-table-set-style!
|
||||
table "table"
|
||||
'attribute (list "border" 0)
|
||||
'attribute (list "cellspacing" 0)
|
||||
'attribute (list "cellpadding" 4))
|
||||
(gnc:html-table-set-col-headers!
|
||||
table
|
||||
(append
|
||||
(list (_ "Date"))
|
||||
(if show-sep?
|
||||
(if inc-exp?
|
||||
(list (_ "Income") (_ "Expense"))
|
||||
(list (_ "Assets") (_ "Liabilities")))
|
||||
'())
|
||||
(if show-net?
|
||||
(if inc-exp?
|
||||
(list (_ "Net Profit"))
|
||||
(list (_ "Net Worth")))
|
||||
'()))
|
||||
)
|
||||
(set! date-string-list (datelist->stringlist dates-list))
|
||||
(gnc:html-table-append-column! table date-string-list)
|
||||
(if show-sep?
|
||||
(begin
|
||||
(gnc:html-table-append-column! table assets-list)
|
||||
(gnc:html-table-append-column! table liability-list)
|
||||
)
|
||||
)
|
||||
(if show-net?
|
||||
(gnc:html-table-append-column! table net-list)
|
||||
)
|
||||
;; set numeric columns to align right
|
||||
(for-each
|
||||
(lambda (col)
|
||||
(gnc:html-table-set-col-style!
|
||||
table col "td"
|
||||
'attribute (list "class" "number-cell")))
|
||||
'(1 2 3))
|
||||
|
||||
(gnc:html-document-add-object! document table))
|
||||
))
|
||||
(gnc:html-document-add-object!
|
||||
document
|
||||
(gnc:html-make-empty-data-warning
|
||||
report-title (gnc:report-id report-obj)))))
|
||||
|
||||
;; else no accounts selected
|
||||
(gnc:html-document-add-object!
|
||||
document
|
||||
(gnc:html-make-no-account-warning
|
||||
report-title (gnc:report-id report-obj))))
|
||||
|
||||
(gnc:report-finished)
|
||||
document))
|
||||
|
||||
;; Export reports
|
||||
|
||||
(export net-worth-linechart-uuid)
|
||||
(define net-worth-linechart-uuid "d8b63264186b11e19038001558291366")
|
||||
|
||||
;; Here we define the actual report
|
||||
(gnc:define-report
|
||||
'version 1
|
||||
'name (N_ "Net Worth Linechart")
|
||||
'report-guid net-worth-linechart-uuid
|
||||
'menu-path (list gnc:menuname-asset-liability)
|
||||
'options-generator (lambda () (options-generator #f))
|
||||
'renderer (lambda (report-obj) (net-renderer report-obj #f)))
|
||||
|
||||
;; Not sure if a line chart makes sense for Income & Expense
|
||||
;; Feel free to uncomment and try it though
|
||||
(gnc:define-report
|
||||
'version 1
|
||||
'name reportname
|
||||
'report-guid "e533c998186b11e1b2e2001558291366"
|
||||
'menu-name (N_ "Income & Expense Linechart")
|
||||
'menu-path (list gnc:menuname-income-expense)
|
||||
'options-generator (lambda () (options-generator #t))
|
||||
'renderer (lambda (report-obj) (net-renderer report-obj #t)))
|
||||
@ -1,8 +1,7 @@
|
||||
(use-modules (gnucash gnc-module))
|
||||
(gnc:module-begin-syntax (gnc:module-load "gnucash/app-utils" 0))
|
||||
(use-modules (gnucash engine test test-extras))
|
||||
(use-modules (gnucash report standard-reports net-barchart))
|
||||
(use-modules (gnucash report standard-reports net-linechart))
|
||||
(use-modules (gnucash report standard-reports net-charts))
|
||||
(use-modules (gnucash report stylesheets))
|
||||
(use-modules (gnucash report report-system))
|
||||
(use-modules (gnucash report report-system test test-extras))
|
||||
|
||||
@ -35,7 +35,7 @@
|
||||
(use-modules (gnucash app-utils))
|
||||
(use-modules (gnucash engine))
|
||||
(use-modules (sw_engine))
|
||||
(use-modules (gnucash report standard-reports net-barchart))
|
||||
(use-modules (gnucash report standard-reports net-charts))
|
||||
|
||||
(use-modules (gnucash report report-system test test-extras))
|
||||
|
||||
|
||||
@ -30,7 +30,7 @@
|
||||
(use-modules (gnucash report report-system test test-extras))
|
||||
|
||||
(use-modules (gnucash report standard-reports test test-generic-net-barchart))
|
||||
(use-modules (gnucash report standard-reports net-barchart))
|
||||
(use-modules (gnucash report standard-reports net-charts))
|
||||
|
||||
;; Explicitly set locale to make the report output predictable
|
||||
(setlocale LC_ALL "C")
|
||||
|
||||
@ -36,7 +36,7 @@
|
||||
(use-modules (gnucash report report-system test test-extras))
|
||||
|
||||
(use-modules (gnucash report standard-reports test test-generic-net-linechart))
|
||||
(use-modules (gnucash report standard-reports net-linechart))
|
||||
(use-modules (gnucash report standard-reports net-charts))
|
||||
|
||||
;; Explicitly set locale to make the report output predictable
|
||||
(setlocale LC_ALL "C")
|
||||
|
||||
Loading…
Reference in New Issue
Block a user