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2001-05-09 Christian Stimming <stimming@tuhh.de>

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* src/scm/report/price-scatter.scm: Added new option: get weighted
	average prices from the past, not only the instant prices.

	* src/scm/commodity-utilities.scm
	(gnc:get-commodity-totalaverage-prices): Added
	function. Eventually this could be an extension/alternative to
	prices from the pricedb.


git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@4138 57a11ea4-9604-0410-9ed3-97b8803252fd
This commit is contained in:
Christian Stimming 2001-05-09 08:52:12 +00:00
parent 5848a94c30
commit 87edd32c82
3 changed files with 190 additions and 80 deletions
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10
ChangeLog
View File

@ -1,3 +1,13 @@
2001-05-09 Christian Stimming <stimming@tuhh.de>
* src/scm/report/price-scatter.scm: Added new option: get weighted
average prices from the past, not only the instant prices.
* src/scm/commodity-utilities.scm
(gnc:get-commodity-totalaverage-prices): Added
function. Eventually this could be an extension/alternative to
prices from the pricedb.
2001-05-09 Robert Graham Merkel <rgmerk@mira.net>
* src/scm/report/net-barchart.scm: check for empty data

76
src/scm/commodity-utilities.scm
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@ -83,6 +83,82 @@
(gnc:get-match-commodity-splits currency-accounts end-date-tp #f))
;; Create a list of all prices of 'price-commodity' measured in the
;; currency 'report-currency'. The prices are taken from all splits in
;; 'currency-accounts' up until the date 'end-date-tp'. Returns a list
;; of lists. Each element-list looks like (time price), where 'time'
;; is the timepair when the 'price' was valid.
(define (gnc:get-commodity-totalaverage-prices
currency-accounts end-date-tp price-commodity report-currency)
(let ((total-foreign (gnc:numeric-zero))
(total-domestic (gnc:numeric-zero)))
(map-in-order
(lambda (a)
(let* ((transaction-comm (gnc:transaction-get-commodity
(gnc:split-get-parent a)))
(account-comm (gnc:account-get-commodity
(gnc:split-get-account a)))
(share-amount (gnc:numeric-abs
(gnc:split-get-share-amount a)))
(value-amount (gnc:numeric-abs
(gnc:split-get-value a)))
(transaction-date (gnc:transaction-get-date-posted
(gnc:split-get-parent a)))
(foreignlist
(if (gnc:commodity-equiv? transaction-comm
price-commodity)
(list account-comm
share-amount value-amount)
(list transaction-comm
value-amount share-amount))))
; (warn "render-scatterplot: value "
; (commodity-numeric->string
; (first foreignlist) (second foreignlist))
; " bought shares "
; (commodity-numeric->string
; price-commodity (third foreignlist)))
(list
transaction-date
(if (not (gnc:commodity-equiv? (first foreignlist)
report-currency))
(begin
(warn "totalaverage-prices: "
"Sorry, currency exchange not yet implemented:"
(commodity-numeric->string
(first foreignlist) (second foreignlist))
" (buying "
(commodity-numeric->string
price-commodity (third foreignlist))
") =? "
(commodity-numeric->string
report-currency (gnc:numeric-zero)))
(gnc:numeric-zero))
(begin
(set! total-foreign (gnc:numeric-add-fixed
total-foreign (third foreignlist)))
(set! total-domestic (gnc:numeric-add-fixed
total-domestic (second foreignlist)))
(gnc:numeric-div
total-domestic
total-foreign
GNC-DENOM-AUTO
(logior (GNC-DENOM-SIGFIGS 8) GNC-RND-ROUND)))))))
;; Get all the interesting splits, and sort them according to the
;; date.
(sort
(gnc:get-match-commodity-splits
currency-accounts
end-date-tp price-commodity)
(lambda (a b)
(gnc:timepair-lt
(gnc:transaction-get-date-posted
(gnc:split-get-parent a))
(gnc:transaction-get-date-posted
(gnc:split-get-parent b)))))
)))
;; Go through all toplevel non-report-commodity balances in sumlist
;; and add them to report-commodity, if possible. This function takes
;; a sumlist (described below) and returns an alist similar to one

184
src/scm/report/price-scatter.scm
View File

@ -31,6 +31,7 @@
(optname-report-currency (N_ "Report's currency"))
(optname-price-commodity (N_ "Price of Commodity"))
(optname-price-source (N_ "Price Source"))
;; (optname-accounts (N_ "Accounts"))
@ -59,17 +60,17 @@
(gnc:options-add-interval-choice!
options gnc:pagename-general optname-stepsize "b" 'MonthDelta)
; (add-option
; (gnc:make-account-list-option
; gnc:pagename-accounts optname-accounts
; "c"
; (N_ "Report on these accounts, if chosen account level allows.")
; (lambda ()
; (gnc:group-get-subaccounts (gnc:get-current-group)))
; (lambda (accounts)
; (list #t
; accounts))
; #t))
; (add-option
; (gnc:make-account-list-option
; gnc:pagename-accounts optname-accounts
; "c"
; (N_ "Report on these accounts, if chosen account level allows.")
; (lambda ()
; (gnc:group-get-subaccounts (gnc:get-current-group)))
; (lambda (accounts)
; (list #t
; accounts))
; #t))
(gnc:options-add-currency!
options gnc:pagename-general optname-report-currency "d")
@ -81,11 +82,27 @@
(N_ "Calculate the price of this commodity.")
(gnc:locale-default-currency)))
(add-option
(gnc:make-multichoice-option
gnc:pagename-general optname-price-source
"f" (N_ "The source of price information")
'actual-transactions
(list (vector 'weighted-average
(N_ "Weighted Average")
(N_ "The weighted average all currency transactions of the past"))
(vector 'actual-transactions
(N_ "Actual Transactions")
(N_ "The actual price of currency transactions in the past"))
;;(vector 'pricedb-nearest
;; (N_ "Pricedb: Nearest in time")
;; (N_ "The price recorded nearest in time to the report date"))
)))
(gnc:options-add-plot-size!
options gnc:pagename-display
optname-plot-width optname-plot-height "c" 500 400)
(gnc:options-add-marker-choice!
options gnc:pagename-display
optname-marker "a" 'filledsquare)
@ -126,7 +143,7 @@
(op-value gnc:pagename-general
optname-from-date))))
(interval (op-value gnc:pagename-general optname-stepsize))
; (accounts (op-value gnc:pagename-accounts optname-accounts))
;; (accounts (op-value gnc:pagename-accounts optname-accounts))
(height (op-value gnc:pagename-display optname-plot-height))
(width (op-value gnc:pagename-display optname-plot-width))
@ -140,6 +157,8 @@
optname-report-currency))
(price-commodity (op-value gnc:pagename-general
optname-price-commodity))
(price-source (op-value gnc:pagename-general
optname-price-source))
(dates-list (gnc:make-date-list
(gnc:timepair-end-day-time from-date-tp)
@ -151,6 +170,7 @@
(currency-accounts
(filter gnc:account-has-shares? (gnc:group-get-subaccounts
(gnc:get-current-group))))
;; some bogus data
(data '((1.0 1.0) (1.1 1.2) (1.2 1.4) (1.3 1.6)
(2.0 1.0) (2.1 1.2) (2.2 1.4) (2.3 1.6))))
@ -193,70 +213,78 @@
;; go into commodity-utilities.scm or even start a new file.
(set!
data
;; go through all splits; convert all splits into a
;; price.
(map
(lambda (a)
(let* ((transaction-comm (gnc:transaction-get-commodity
(gnc:split-get-parent a)))
(account-comm (gnc:account-get-commodity
(gnc:split-get-account a)))
(share-amount (gnc:split-get-share-amount a))
(value-amount (gnc:split-get-value a))
(transaction-date (gnc:transaction-get-date-posted
(gnc:split-get-parent a)))
(foreignlist
(if (gnc:commodity-equiv? transaction-comm
price-commodity)
(list account-comm
(gnc:numeric-neg share-amount)
(gnc:numeric-neg value-amount))
(list transaction-comm
value-amount
share-amount))))
; (warn "render-scatterplot: value "
; (commodity-numeric->string
; (first foreignlist) (second foreignlist))
; " bought shares "
; (commodity-numeric->string
; price-commodity (third foreignlist)))
(list
transaction-date
(if (not (gnc:commodity-equiv? (first foreignlist)
report-currency))
(begin
(warn "render-scatterplot: "
"Sorry, currency exchange not yet implemented:"
(commodity-numeric->string
(first foreignlist) (second foreignlist))
" (buying "
(commodity-numeric->string
price-commodity (third foreignlist))
") =? "
(commodity-numeric->string
report-currency (gnc:numeric-zero)))
(gnc:numeric-zero))
(gnc:numeric-div
(second foreignlist)
(third foreignlist)
GNC-DENOM-AUTO
(logior (GNC-DENOM-SIGFIGS 8) GNC-RND-ROUND))))))
;; Get all the interesting splits
(gnc:get-match-commodity-splits
currency-accounts
to-date-tp price-commodity))))
(case price-source
('actual-transactions
;; go through all splits; convert all splits into a
;; price.
(map
(lambda (a)
(let* ((transaction-comm (gnc:transaction-get-commodity
(gnc:split-get-parent a)))
(account-comm (gnc:account-get-commodity
(gnc:split-get-account a)))
(share-amount (gnc:split-get-share-amount a))
(value-amount (gnc:split-get-value a))
(transaction-date (gnc:transaction-get-date-posted
(gnc:split-get-parent a)))
(foreignlist
(if (gnc:commodity-equiv? transaction-comm
price-commodity)
(list account-comm
(gnc:numeric-neg share-amount)
(gnc:numeric-neg value-amount))
(list transaction-comm
value-amount
share-amount))))
;;(warn "render-scatterplot: value "
;; (commodity-numeric->string
;; (first foreignlist) (second foreignlist))
;; " bought shares "
;;(commodity-numeric->string
;; price-commodity (third foreignlist)))
(list
transaction-date
(if (not (gnc:commodity-equiv? (first foreignlist)
report-currency))
(begin
(warn "render-scatterplot: "
"Sorry, currency exchange not yet implemented:"
(commodity-numeric->string
(first foreignlist) (second foreignlist))
" (buying "
(commodity-numeric->string
price-commodity (third foreignlist))
") =? "
(commodity-numeric->string
report-currency (gnc:numeric-zero)))
(gnc:numeric-zero))
(gnc:numeric-div
(second foreignlist)
(third foreignlist)
GNC-DENOM-AUTO
(logior (GNC-DENOM-SIGFIGS 8) GNC-RND-ROUND))))))
;; Get all the interesting splits
(gnc:get-match-commodity-splits
currency-accounts
to-date-tp price-commodity)))
('weighted-average
(gnc:get-commodity-totalaverage-prices
currency-accounts to-date-tp
price-commodity report-currency))
)))
(set! data (filter
(lambda (x) (gnc:timepair-lt from-date-tp (first x)))
(lambda (x)
(gnc:timepair-lt from-date-tp (first x)))
data))
;; some output
; (warn (map (lambda (x) (list
; (gnc:timepair-to-datestring (car x))
; (gnc:numeric-to-double (second x))))
; data))
;;(warn (map (lambda (x) (list
;; (gnc:timepair-to-datestring (car x))
;; (gnc:numeric-to-double (second x))))
;;data))
;; convert the gnc:numeric's to doubles
(set! data (map (lambda (x)
@ -287,7 +315,7 @@
(gnc:html-scatter-set-data!
chart data)
(gnc:html-document-add-object! document chart)
(gnc:html-document-add-object!
@ -296,11 +324,8 @@
(gnc:html-markup-p
"This report calculates the 'prices of commodity' transactions \
versus the 'report commodity'. (I.e. it won't work if there's another \
commodity involved in between.) The prices shown are the actual values, \
i.e. there is no averaging at all. This scaling of the x-axis looks so \
weird that \
we should rather throw it out before 1.6 is released, I guess (cstim).")))
commodity involved in between.) cstim.")))
document))
;; Here we define the actual report
@ -310,4 +335,3 @@ we should rather throw it out before 1.6 is released, I guess (cstim).")))
;;'menu-path (list gnc:menuname-asset-liability)
'options-generator options-generator
'renderer renderer))