updating documentation to detail new features.

git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@4199 57a11ea4-9604-0410-9ed3-97b8803252fd
This commit is contained in:
Robert Graham Merkel
2001-05-15 12:22:07 +00:00
parent 92a7486177
commit 73c08b34fd
15 changed files with 224 additions and 45 deletions

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@@ -1,3 +1,16 @@
2001-05-15 Robert Graham Merkel <rgmerk@mira.net>
* doc/sgml/C/xacc-reports.sgml, xacc-about.sgml, xacc-dateinput.sgml,
xacc-account-summary.sgml, xacc-balancesheet.sgml, xacc-common-report-options.sgml
xacc-mainwin.sgml: update documentation for new features.
* doc/sgml/C/xacc-asset-liability-barcharts.sgml: new file. Placeholder
at this stage.
* doc/sgml/C/xacc-asset-liability-piecharts.sgml, xacc-gnome-mdi.sgml,
xacc-income-expense-barcharts.sgml, xacc-income-expense-piecharts.sgml,
xacc-multicolumn-view-reports.sgml: ditto.
2001-05-15 Dave Peticolas <dave@krondo.com> 2001-05-15 Dave Peticolas <dave@krondo.com>
* src/doc/design/engine.texinfo: update docs * src/doc/design/engine.texinfo: update docs

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@@ -10,20 +10,28 @@ GNUCASH_SGML_FILES = \
xacc-acctypes.sgml \ xacc-acctypes.sgml \
xacc-adjbalwin.sgml \ xacc-adjbalwin.sgml \
xacc-apar.sgml \ xacc-apar.sgml \
xacc-asset-liability-barcharts.sgml \
xacc-asset-liability-piecharts.sgml \
xacc-balancereport.sgml \ xacc-balancereport.sgml \
xacc-balancesheet.sgml \ xacc-balancesheet.sgml \
xacc-chartofaccts.sgml \ xacc-chartofaccts.sgml \
xacc-commodity.sgml \ xacc-commodity.sgml \
xacc-common-report-options.sgml \
xacc-currencyhandling.sgml \ xacc-currencyhandling.sgml \
xacc-dateinput.sgml \ xacc-dateinput.sgml \
xacc-depreciation.sgml \ xacc-depreciation.sgml \
xacc-dochack.sgml \ xacc-dochack.sgml \
xacc-doubleentry.sgml \ xacc-doubleentry.sgml \
xacc-euro.sgml \ xacc-euro.sgml \
xacc-gnome-mdi.sgml \
xacc-gpl.sgml \ xacc-gpl.sgml \
xacc-incomeexpense.sgml \ xacc-incomeexpense.sgml \
xacc-income-expense-barcharts.sgml \
xacc-income-expense-piecharts.sgml \
xacc-locatingtxns.sgml \ xacc-locatingtxns.sgml \
xacc-mainwin.sgml \ xacc-mainwin.sgml \
xacc-multicolumn-view-reports.sgml \
xacc-net-worth-barchart.sgml \
xacc-newacctwin.sgml \ xacc-newacctwin.sgml \
xacc-pnl.sgml \ xacc-pnl.sgml \
xacc-portfolio-report.sgml \ xacc-portfolio-report.sgml \

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@@ -4,8 +4,11 @@
<!entity xaccacctypes system "xacc-acctypes.sgml"> <!entity xaccacctypes system "xacc-acctypes.sgml">
<!entity xaccnewacctwin system "xacc-newacctwin.sgml"> <!entity xaccnewacctwin system "xacc-newacctwin.sgml">
<!entity xaccadjbalwin system "xacc-adjbalwin.sgml"> <!entity xaccadjbalwin system "xacc-adjbalwin.sgml">
<!entity xaccassetbarcharts "xacc-asset-liability-barcharts.sgml">
<!entity xaccassetpiecharts "xacc-asset-liability-piecharts.sgml">
<!entity xaccapar system "xacc-apar.sgml"> <!entity xaccapar system "xacc-apar.sgml">
<!entity xacccommodity system "xacc-commodity.sgml"> <!entity xacccommodity system "xacc-commodity.sgml">
<!entity xacccommonreportoptions system "xacc-common-report-options.sgml">
<!entity xaccdepreciation system "xacc-depreciation.sgml"> <!entity xaccdepreciation system "xacc-depreciation.sgml">
<!entity xaccbalancereport system "xacc-balancereport.sgml"> <!entity xaccbalancereport system "xacc-balancereport.sgml">
<!entity xaccbalancesheet system "xacc-balancesheet.sgml"> <!entity xaccbalancesheet system "xacc-balancesheet.sgml">
@@ -13,12 +16,17 @@
<!entity xaccdoubleentry system "xacc-doubleentry.sgml"> <!entity xaccdoubleentry system "xacc-doubleentry.sgml">
<!entity xacceuro system "xacc-euro.sgml"> <!entity xacceuro system "xacc-euro.sgml">
<!entity xaccdateinput system "xacc-dateinput.sgml"> <!entity xaccdateinput system "xacc-dateinput.sgml">
<!entity xaccgnomemdi system "xacc-gnome-mdi.sgml">
<!entity xaccincomeexpense system "xacc-incomeexpense.sgml"> <!entity xaccincomeexpense system "xacc-incomeexpense.sgml">
<!entity xaccincomeexpensebarcharts system "xacc-income-expense-barcharts.sgml">
<!entity xaccincomeexpensepiecharts system "xacc-income-expense-piecharts.sgml">
<!entity xacclocatingtxns system "xacc-locatingtxns.sgml"> <!entity xacclocatingtxns system "xacc-locatingtxns.sgml">
<!entity xaccmulticolumnviewreports system "xacc-multicolumn-view-reports.sgml">
<!entity xaccpreferences system "xacc-preferences.sgml"> <!entity xaccpreferences system "xacc-preferences.sgml">
<!entity xaccchartofaccts system "xacc-chartofaccts.sgml"> <!entity xaccchartofaccts system "xacc-chartofaccts.sgml">
<!entity xaccuserdocs system "xacc-userdocs.sgml"> <!entity xaccuserdocs system "xacc-userdocs.sgml">
<!entity xaccmainwin system "xacc-mainwin.sgml"> <!entity xaccmainwin system "xacc-mainwin.sgml">
<!entity xaccnetworthbarchart system "xacc-net-worth-barchart.sgml">
<!entity xaccpnl system "xacc-pnl.sgml"> <!entity xaccpnl system "xacc-pnl.sgml">
<!entity xaccportfolioreport system "xacc-portfolio-report.sgml"> <!entity xaccportfolioreport system "xacc-portfolio-report.sgml">
<!entity xaccprintcheck system "xacc-print-check.sgml"> <!entity xaccprintcheck system "xacc-print-check.sgml">
@@ -42,13 +50,14 @@
<!entity xaccgpl system "xacc-gpl.sgml"> <!entity xaccgpl system "xacc-gpl.sgml">
<!entity bofamym system "bofa-mym.sgml"> <!entity bofamym system "bofa-mym.sgml">
]> ]>
<BOOK ID="index"> <BOOK ID="index">
<TITLE>GnuCash User Manual</TITLE> <TITLE>GnuCash User Manual</TITLE>
&xaccabout; &xaccabout;
&xaccaccountedit; &xaccaccountedit;
&xaccacctypes; &xaccacctypes;
&xaccassetbarcharts;
&xaccassetpiecharts;
&xaccnewacctwin; &xaccnewacctwin;
&xaccadjbalwin; &xaccadjbalwin;
&xaccapar; &xaccapar;
@@ -56,16 +65,21 @@
&xaccbalancereport; &xaccbalancereport;
&xaccbalancesheet; &xaccbalancesheet;
&xacccommodity; &xacccommodity;
&xacccommonreportoptions;
&xacccurrencyhandling; &xacccurrencyhandling;
&xaccdoubleentry; &xaccdoubleentry;
&xacceuro; &xacceuro;
&xaccdateinput; &xaccdateinput;
&xaccincomeexpense; &xaccincomeexpense;
&xaccincomeexpensebarcharts;
&xaccincomeexpensepiecharts;
&xacclocatingtxns; &xacclocatingtxns;
&xaccpreferences; &xaccpreferences;
&xaccchartofaccts; &xaccchartofaccts;
&xaccuserdocs; &xaccuserdocs;
&xaccmainwin; &xaccmainwin;
&xaccmulticolumnviewreports;
&xaccnetworthbarchart;
&xaccpnl; &xaccpnl;
&xaccportfolioreport; &xaccportfolioreport;
&xaccprintcheck; &xaccprintcheck;

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@@ -79,9 +79,26 @@ merges duplicate transactions.
</listitem> </listitem>
<listitem> <listitem>
<para><emphasis><link linkend="xacc-reports">Reports</link>.</emphasis> Display <para><emphasis>Gnome MDI Interface</emphasis></para>
or output as HTML Balance, Transaction, and Profit/Loss <para>Have multiple views of your financial data, arranged how you want
reports, as well as graphical account balance tracking. them, in one or more windows that stay around through GnuCash sessions.
</para>
</listitem>
<listitem>
<para><emphasis><link linkend="xacc-reports">Reports</link>.</emphasis> Display,
export as HTML, or print a variety of reports, including Balance Sheet, Account
Summary, Profit and Loss, Stock Portfolios, and Transaction Reports. Reports
are saved from session to session, and rolling reports are possible with
relative dates. GnuCash also supports a variety of customizable, printable,
bar and pie charts.
</para>
</listitem>
<listitem>
<para><emphasis>Gnome MDI Interface</emphasis></para>
<para>Have multiple views of your financial data, arranged how you want
them, in one or more windows that stay around through GnuCash sessions.
</para> </para>
</listitem> </listitem>
</itemizedlist> </itemizedlist>

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@@ -0,0 +1,15 @@
<article id="xacc-asset-liability-barcharts">
<artheader>
<title>Asset and Liability Barcharts</title>
</artheader>
<sect1>
<title>Asset and Liability Barcharts</title>
<para><emphasis>PICTURES NEEDED!!!!</emphasis>
</para>
<para>This is not yet documented.</para>
</sect1>
</article>
<!-- Local variables: -->
<!-- sgml-parent-document: "gnucash.sgml" -->
<!-- End: -->

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@@ -0,0 +1,15 @@
<article id="xacc-asset-liability-piecharts">
<artheader>
<title>Asset and Liability Piecharts</title>
</artheader>
<sect1>
<title>Asset and Liability Piecharts</title>
<para><emphasis>PICTURES NEEDED!!!!</emphasis>
</para>
<para>This is not yet documented.</para>
</sect1>
</article>
<!-- Local variables: -->
<!-- sgml-parent-document: "gnucash.sgml" -->
<!-- End: -->

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@@ -13,13 +13,21 @@
</PARA> </PARA>
<PARA>This report summarizes your assets, liabilities, and <PARA>This report summarizes your assets, liabilities, and
equity. equity. According to the accounting equation, your assets
should equal the sum of your liabilities and equity. If that
is not the case, there is some kind of internal imbalance in
your accounts.
</PARA> </PARA>
<PARA>You can select the date for which the balance sheet is to be <PARA>You can select the date for which the balance sheet is to be
calculated up to using the "preferences" toolbar button. The calculated up to using the "preferences" toolbar button. The
default is today. default is today.
</PARA>
<PARA>Note that while you <EMPHASIS>can</EMPHASIS> select specific
accounts for this report, unless you know exactly what you are
doing it is unwise and highly likely to give you misleading and
incorrect figures.
</PARA> </PARA>
</SECT1> </SECT1>
</ARTICLE> </ARTICLE>

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@@ -1,10 +1,10 @@
<ARTICLE ID="XACC-DATEINPUT"> <ARTICLE ID="XACC-DATEINPUT">
<ARTHEADER> <ARTHEADER>
<TITLE>Date Data Input</TITLE> <TITLE>Date Accelerator Keys</TITLE>
</ARTHEADER> </ARTHEADER>
<SECT1> <SECT1>
<TITLE> Date Input</TITLE> <TITLE> Date Accelerator Keys</TITLE>
<PARA> The date cell handles the following accelerator keys: <PARA> The date cell handles the following accelerator keys:
<ITEMIZEDLIST> <ITEMIZEDLIST>

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@@ -0,0 +1,15 @@
<article id="xacc-gnome-mdi">
<artheader>
<title>The Gnome MDI</title>
</artheader>
<sect1>
<title>The Gnome MDI</title>
<para><emphasis>PICTURES NEEDED!!!!</emphasis>
</para>
<para>This is not yet documented.</para>
</sect1>
</article>
<!-- Local variables: -->
<!-- sgml-parent-document: "gnucash.sgml" -->
<!-- End: -->

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@@ -0,0 +1,15 @@
<article id="xacc-income-expense-barcharts">
<artheader>
<title>Income & Expense Barcharts</title>
</artheader>
<sect1>
<title>Income & Expense Barcharts</title>
<para><emphasis>PICTURES NEEDED!!!!</emphasis>
</para>
<para>This is not yet documented.</para>
</sect1>
</article>
<!-- Local variables: -->
<!-- sgml-parent-document: "gnucash.sgml" -->
<!-- End: -->

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@@ -0,0 +1,15 @@
<article id="xacc-income-expense-piecharts">
<artheader>
<title>Income & Expense Piecharts</title>
</artheader>
<sect1>
<title>Income & Expense Piecharts</title>
<para><emphasis>PICTURES NEEDED!!!!</emphasis>
</para>
<para>This is not yet documented.</para>
</sect1>
</article>
<!-- Local variables: -->
<!-- sgml-parent-document: "gnucash.sgml" -->
<!-- End: -->

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@@ -1,14 +1,14 @@
<ARTICLE ID="XACC-MAINWIN"> <ARTICLE ID="XACC-MAINWIN">
<ARTHEADER> <ARTHEADER>
<TITLE>Main Window</TITLE> <TITLE>Account Window</TITLE>
</ARTHEADER> </ARTHEADER>
<PARA>This is the main account window. You control your set of <PARA>This is an account window. You control your set of
accounts from here. accounts from here.
</PARA> </PARA>
<PARA>Below is a picture of the main window, with only the main <PARA>Below is a picture of an account window, with only the main
accounts shown. Note how <EMPHASIS>Business Expenses</EMPHASIS> has been accounts shown. Note how <EMPHASIS>Business Expenses</EMPHASIS> has been
selected by highlighting. The box with a cross in it, selected by highlighting. The box with a cross in it,
immediately to its left, shows that it has one or more detail immediately to its left, shows that it has one or more detail

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@@ -0,0 +1,15 @@
<article id="xacc-multicolumn-view-reports">
<artheader>
<title>Multicolumn Views</title>
</artheader>
<sect1>
<title>Multicolumn Views</title>
<para><emphasis>PICTURES NEEDED!!!!</emphasis>
</para>
<para>This is not yet documented.</para>
</sect1>
</article>
<!-- Local variables: -->
<!-- sgml-parent-document: "gnucash.sgml" -->
<!-- End: -->

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@@ -1,26 +1,37 @@
<article id="XACC-PORTFOLIO-REPORT">
<ARTICLE ID="XACC-PORTFOLIO-REPORT"> <artheader>
<ARTHEADER> <title>Stock Portfolio Report</title>
<TITLE>Stock Portfolio Report</TITLE> </artheader>
</ARTHEADER> <sect1>
<SECT1> <title> Stock Portfolio Report</title>
<TITLE> Stock Portfolio Report</TITLE> <para> <inlinemediaobject>
<PARA> <INLINEMEDIAOBJECT> <imageobject>
<IMAGEOBJECT> <imagedata fileref="image/report-folio.png">
<IMAGEDATA FILEREF="image/report-folio.png"> </imageobject>
</IMAGEOBJECT> </inlinemediaobject>
</INLINEMEDIAOBJECT> </para>
<para>This report summarizes the value of the stocks in your
</PARA>
<PARA>This report summarizes the value of the stocks in your
current portfolio. current portfolio.
</PARA> </para>
<PARA>There are currently no options for this report. <para>Options supported by this report include the following:
<itemizedlist>
</PARA> <listitem><para><emphasis><link linkend="xacc-options-accounts">
</SECT1> Accounts</link></emphasis></para></listitem>
</ARTICLE> <listitem><para><emphasis><link linkend="xacc-options-report-title">
Report Title</link></emphasis></para></listitem>
<listitem><para><emphasis><link linkend="xacc-options-style-sheet">
Stylesheet</link></emphasis></para></listitem>
<listitem><para><emphasis><link linkend="xacc-options-date">
Date</link></emphasis></para></listitem>
<listitem><para><emphasis><link linkend="xacc-options-report-currency">
Report Currency</link></emphasis></para></listitem>
<listitem><para><emphasis<link linkend="xacc-options-price-source">
Price Source</link></emphasis></para></listitem>
</itemizedlist>
</para>
</sect1>
</article>
<!-- Local variables: --> <!-- Local variables: -->
<!-- sgml-parent-document: "gnucash.sgml" --> <!-- sgml-parent-document: "gnucash.sgml" -->

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@@ -11,10 +11,18 @@ menu:
<itemizedlist> <itemizedlist>
<listitem><para><link linkend="xacc-balancesheet"> Balance Sheet: <listitem><para><link linkend="xacc-balancesheet"> Balance Sheet:
</link> shows Assets, Liabilities and Equity. </para> </listitem> </link> shows Assets, Liabilities and Equity. </para>
<para><link linkend="xacc-net-worth-barchart">Net Worth
Barchart</link>shows your net worth in a graphical environment.
If you examine just assets or liabilities, <link linkend="xacc-asset-liability-barcharts">
barcharts</link> showing data over time are available, as are
<link linkend="xacc-asset-liability-piecharts">piecharts</link>.
<listitem><para><link linkend="xacc-pnl"> Profit And Loss State: <listitem><para><link linkend="xacc-pnl"> Profit And Loss State:
</link> shows Income and expenses over a selectable period. </para> </link> shows Income and/or Expenses over a selectable period. </para>
<para>
There are also <link linkend="xacc-income-expense-barcharts">bar</link>
and <link linkend="xacc-income-expense-piecharts">pie</link> charts.</para>
</listitem> </listitem>
<listitem> <para><link linkend="xacc-trans-report"> Transaction Report <listitem> <para><link linkend="xacc-trans-report"> Transaction Report
@@ -31,11 +39,9 @@ linkend="xacc-txf-export">export a .TXF file</link> that can be imported
to TaxCut or TurboTax. </para> to TaxCut or TurboTax. </para>
</listitem> </listitem>
<listitem> <para><application>Balance Tracker</application> tracks the <listitem> <para><link linkend="xacc-balancereport">Balance
balance of one or more accounts over time, and supports graphical Tracker</link> tracks the balance of one or more accounts over time,
output (if you have <application>gnuplot</application> installed). with the option of displaying both tables and a bar chart.</para>
</para> </listitem>
</itemizedlist> </itemizedlist>
</para> </para>
@@ -43,7 +49,11 @@ output (if you have <application>gnuplot</application> installed).
<sect1 id="xacc-reportwindow"> <sect1 id="xacc-reportwindow">
<title> The Report Window</title> <title> The Report Window</title>
<para> Once you select a report, a report window will appear: </para> <para> Once you select a report, a report will appear. This
may appear as a seperate top-level window, as a notebook tab,
or in the main window, selectable for viewing through the "Window"
menu. This is controllable <link linkend="xacc-gnome-mdi">using
the MDI interface.</link></para>
<para><inlinemediaobject> <para><inlinemediaobject>
<imageobject> <imageobject>
@@ -62,7 +72,7 @@ window:
</emphasis> allow you to view the previous contents of the window, </emphasis> allow you to view the previous contents of the window,
just like a web browser </para> </listitem> just like a web browser </para> </listitem>
<listitem> <para> <emphasis>Parameters</emphasis> pops up a dialog box <listitem> <para> <emphasis>Options</emphasis> pops up a dialog box
allowing you to change the information presented in the report: allowing you to change the information presented in the report:
</para> </para>
@@ -85,9 +95,15 @@ later viewing or printing. </para> </listitem>
</itemizedlist> </itemizedlist>
</para>
</sect1> </sect1>
<sect1 id="xacc-multiple-reports">
<title> Multiple Reports In A Window</title> <para>GnuCash allows you
to place multiple reports into a single report window, allowing you to
examine a set of financial information at a glance. This functionality
is provided with the <link linkend="xacc-multicolumn-view-report">
Multicolumn View</link> special report.</para></sect1>
<sect1 id="xacc-customreports"> <sect1 id="xacc-customreports">
<title> Constructing custom reports</title> <title> Constructing custom reports</title>
@@ -111,9 +127,11 @@ examine some of the other reports in <filename> src/scm/report
</filename> for an indication of how they are used. </filename> for an indication of how they are used.
</para> </para>
<para>At present, reports are produced by internally creating HTML and <para>At present, reports are produced by calling a HTML-generation API,
rendering this with a HTML widget. (Future versions of GnuCash will which outputs a dialect of HTML and rendering this with a HTML widget. This
hopefully support a more flexible system). </para> has limitations (particularly when trying to align objects precisely,
as might be necessary for printing onto pre-printed invoices for example),
so in the future an additional report generation interface may be needed.</para>
</sect1> </sect1>
</article> </article>