r18228 - gnucash/trunk/src/report/standard-reports - Add an option to the budget report. If enabled, and an account does not have a budget value for
Phil Longstaff
plongstaff at code.gnucash.org
Sat Aug 1 21:08:06 EDT 2009
Author: plongstaff
Date: 2009-08-01 21:08:06 -0400 (Sat, 01 Aug 2009)
New Revision: 18228
Trac: http://svn.gnucash.org/trac/changeset/18228
Modified:
gnucash/trunk/src/report/standard-reports/budget.scm
Log:
Add an option to the budget report. If enabled, and an account does not have a budget value for
the period, the budget values for all child accounts are added. If the chart of accounts is
set up so that only leaf accounts have transactions, this allows budget values to be assigned
either to all children and not the parent (they will be summed) or the parent.
Modified: gnucash/trunk/src/report/standard-reports/budget.scm
===================================================================
--- gnucash/trunk/src/report/standard-reports/budget.scm 2009-07-26 20:34:01 UTC (rev 18227)
+++ gnucash/trunk/src/report/standard-reports/budget.scm 2009-08-02 01:08:06 UTC (rev 18228)
@@ -57,6 +57,8 @@
(define opthelp-show-actual (N_ "Display a column for the actual values"))
(define opthelp-show-difference (N_ "Display the difference as budget - actual"))
(define optname-show-totalcol (N_ "Show Column with Totals"))
+(define optname-rollup-budget (N_ "Roll up budget amounts to parent"))
+(define opthelp-rollup-budget (N_ "If parent account does not have its own budget value, use the sum of the child account budget values"))
(define opthelp-show-totalcol (N_ "Display a column with the row totals"))
(define optname-bottom-behavior (N_ "Flatten list to depth limit"))
(define opthelp-bottom-behavior
@@ -130,6 +132,10 @@
(gnc:make-simple-boolean-option
gnc:pagename-display optname-show-totalcol
"s4" opthelp-show-totalcol #f))
+ (add-option
+ (gnc:make-simple-boolean-option
+ gnc:pagename-display optname-rollup-budget
+ "s4" opthelp-rollup-budget #f))
;; Set the general page as default option tab
(gnc:options-set-default-section options gnc:pagename-general)
@@ -137,6 +143,13 @@
options)
)
+;; Create the html table for the budget report
+;;
+;; Parameters
+;; html-table - HTML table to fill in
+;; acct-table - Table of accounts to use
+;; budget - budget to use
+;; params - report parameters
(define (gnc:html-table-add-budget-values!
html-table acct-table budget params)
(let* ((get-val (lambda (alist key)
@@ -146,17 +159,72 @@
(show-budget? (get-val params 'show-budget))
(show-diff? (get-val params 'show-difference))
(show-totalcol? (get-val params 'show-totalcol))
+ (rollup-budget? (get-val params 'rollup-budget))
)
+ ;; Calculate the sum of all budgets of all children of an account for a specific period
+ ;;
+ ;; Parameters:
+ ;; budget - budget to use
+ ;; children - list of children
+ ;; period - budget period to use
+ ;;
+ ;; Return value:
+ ;; budget value to use for account for specified period.
+ (define (budget-account-sum budget children period)
+ (let* ((sum (cond
+ ((null? children) (gnc-numeric-zero))
+ (else (gnc-numeric-add
+ (gnc:get-account-period-rolledup-budget-value budget (car children) period)
+ (budget-account-sum budget (cdr children) period)
+ GNC-DENOM-AUTO GNC-RND-ROUND))
+ )
+ ))
+ sum)
+ )
+
+ ;; Calculate the value to use for the budget of an account for a specific period.
+ ;; 1) If the account has a budget value set for the period, use it
+ ;; 2) If the account has children, use the sum of budget values for the children
+ ;; 3) Otherwise, use 0.
+ ;;
+ ;; Parameters:
+ ;; budget - budget to use
+ ;; acct - account
+ ;; period - budget period to use
+ ;;
+ ;; Return value:
+ ;; sum of all budgets for list of children for specified period.
+ (define (gnc:get-account-period-rolledup-budget-value budget acct period)
+ (let* ((bgt-set? (gnc-budget-is-account-period-value-set budget acct period))
+ (children (gnc-account-get-children acct))
+ (amount (cond
+ (bgt-set? (gnc-budget-get-account-period-value budget acct period))
+ ((not (null? children)) (budget-account-sum budget children period))
+ (else (gnc-numeric-zero)))
+ ))
+ amount)
+ )
+
+ ;; Adds a line to tbe budget report.
+ ;;
+ ;; Parameters:
+ ;; html-table - html table being created
+ ;; rownum - row number
+ ;; colnum - starting column number
+ ;; budget - budget to use
+ ;; acct - account being displayed
+ ;; rollup-budget? - rollup budget values for account children if account budget not set
+ ;; exchange-fn - exchange function (not used)
(define (gnc:html-table-add-budget-line!
html-table rownum colnum
- budget acct exchange-fn)
+ budget acct rollup-budget? exchange-fn)
(let* ((num-periods (gnc-budget-get-num-periods budget))
(period 0)
(current-col (+ colnum 1))
- (bgt-total (gnc-numeric-zero))
- (bgt-total-unset? #t)
- (act-total (gnc-numeric-zero))
+ (bgt-total (gnc-numeric-zero))
+ (bgt-total-unset? #t)
+ (act-total (gnc-numeric-zero))
(comm (xaccAccountGetCommodity acct))
(reverse-balance? (gnc-reverse-balance acct))
)
@@ -164,10 +232,12 @@
(let* (
;; budgeted amount
- (bgt-unset? (not (gnc-budget-is-account-period-value-set
- budget acct period)))
- (bgt-numeric-val (gnc-budget-get-account-period-value
- budget acct period))
+ (bgt-numeric-val (if rollup-budget?
+ (gnc:get-account-period-rolledup-budget-value budget acct period)
+ (gnc-budget-get-account-period-value budget acct period)))
+ (bgt-unset? (if rollup-budget?
+ (gnc-numeric-zero-p bgt-numeric-val)
+ (not (gnc-budget-is-account-period-value-set budget acct period))))
(bgt-val (if bgt-unset? "."
(gnc:make-gnc-monetary comm bgt-numeric-val)))
@@ -187,7 +257,7 @@
(gnc:make-gnc-monetary comm dif-numeric-val)))
)
- (if (not bgt-unset?)
+ (if (not bgt-unset?)
(begin
(set! bgt-total (gnc-numeric-add bgt-total bgt-numeric-val GNC-DENOM-AUTO GNC-RND-ROUND))
(set! bgt-total-unset? #f))
@@ -356,7 +426,7 @@
)
(gnc:html-table-add-budget-line!
html-table rownum colnum
- budget acct exchange-fn)
+ budget acct rollup-budget? exchange-fn)
(set! rownum (+ rownum 1)) ;; increment rownum
)
) ;; end of while
@@ -391,6 +461,8 @@
(accounts (get-option gnc:pagename-accounts
optname-accounts))
(bottom-behavior (get-option gnc:pagename-accounts optname-bottom-behavior))
+ (rollup-budget? (get-option gnc:pagename-display
+ optname-rollup-budget))
(row-num 0) ;; ???
(work-done 0)
(work-to-do 0)
@@ -492,6 +564,8 @@
(get-option gnc:pagename-display optname-show-difference))
(list 'show-totalcol
(get-option gnc:pagename-display optname-show-totalcol))
+ (list 'rollup-budget
+ (get-option gnc:pagename-display optname-rollup-budget))
)
)
(report-name (get-option gnc:pagename-general
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