[GNC-dev] Reports -- Cleanup

Christopher Lam christopher.lck at gmail.com
Wed Jan 9 21:02:38 EST 2019


Thanks for the interest in reports.

I'd like to take opportunity to explain current state of code.

Examples of duplication:
- html-barchart, html-linechart, html-scatter, html-pie have a lot of
duplicated code; there's a pending work for merging the charting
infrastructure into a universal one, and also upgrading from jqplot to
chartjs (responsive and animated). this is not frozen yet.

Pending work
- transaction.scm may receive a CSV export function. see last commit at
https://github.com/christopherlam/gnucash/commits/maint-export-csv/gnucash/report/standard-reports/transaction.scm
for anyone wishing to experiment.
- multicolumn balsheet is still pending and requires cleanup

Future work
- if reconciliation report gets a lot of attention and refinements it may
be spun off into a separate file like income-gst-statement.scm.
- a header for reconciliation report is not difficult, but the
determination of 'starting and ending balance' for the header is
*difficult* - I'd like to mimic the formal reconciliation tool but I'm not
sure how it calculates the balances.
- organising removal of unused old code

On Thu, 10 Jan 2019 at 05:53, David Cousens <davidcousens at bigpond.com>
wrote:

> Steve,
>
> I would like to add to Adrien's concerns. The reports are for more than an
> accountant or a bookkeeper. Many people using GnuCash are managing personal
> finances, investments, not for profits, small businesses etc and while they
> may need the basic standard accounting reports (balance sheet, income
> statement, transaction, cash flow etc.), they also need to have reports
> which give them information which is more related to managing those
> activities and sometimes they also need to dig deeper into the information.
>
> We need to remember that the options that are there have grown out of user
> requests for reports outside the basic reports and/or the need for more or
> different information.
>
> An additional concern is perhaps that many users have produced customized
> reports based on the standardized reports. I don't know to what extent
> these
> are standalone, but if changes in the underlying report affect the derived
> reports then we will hear screams and gnashing of teeth from the user base.
>
> GnuCash is also widely used in many jurisdictions and reporting
> requirements
> and standards and practice can vary in more than just language and date
> formats. Fortunately there is a strong international push for financial
> reporting standards (IFRS) led by the IASB. The FASB in the US is moving
> the
> GAAP towards agreement/compliance with the IFRS, and is a major participant
> in the IASB, but has not yet adopted the IFRS as the basis of its internal
> standards. Many European countries and others adopt the IFRS standards with
> local variation on top to meet legislative requirements in corporate law,
> consumer legislation etc as well as local practices.
>
> https://www.ifrs.org/use-around-the-world/use-of-ifrs-standards-by-jurisdiction/#analysis
> has a comlete breakdown of the current position.
>
> David Cousens
>
>
>
> -----
> David Cousens
> --
> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-Dev-f1435356.html
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