Re: RFP: Generic Comparison Report

[David T. via gnucash-devel]

Chris,

I think that users would like to know what is happening on this front. Users 
are very interested in these developments, and there are far more readers on 
users, who may have additional suggestions for use-cases and features. Given 
the fact that there are current threads on the user list that ask this very 
question, it seems to me unhelpful to split this off to the devel list, where 
those users will not learn of this.

For what it’s worth, I have yet to see or use the new transaction report, since 
my system hates both me and custom reports. I doubt most normal users are aware 
of the new version of the report and its features, for the same reasons.

David

> On Feb 10, 2018, at 11:24 AM, Christopher Lam  
> wrote:
> 
> Hi D
> 
> Wish to move to devel, technical and policy details abound.
> 
> There's already work done to enable periodic subtotals comparison. This 
> feature has been named "Subtotal Summary Grid". This is done by reusing and 
> augmenting the (most excellent) transaction report's grouping and subtotals. 
> I'm not sure whether this allows 100% coverage of users' requirements for 
> periodic comparison, but I suspect it would.
> For example, setting accounts = expense accounts (+ children), primary-key = 
> account, secondary-key = date, secondary-subtotals = monthly, 
> subtotal-summary-grid = enabled -> will provide a nice 2D grid whereby Y-axis 
> = accounts, X-axis = monthly expense subtotals. This feature will reuse the 
> subtotals already generated within the transaction report, therefore any 
> errors in subtotals are not from my code. Example at 
> https://imgur.com/a/unDAD 
> Unfortunately it was completed after string and feature-freeze for upcoming 
> 3.0 -- I'm afraid that inclusion into 3.0 isn't guaranteed yet. Although, as 
> I have notified devs, if this feature is renamed "Grid", it could be written 
> into 3.0. The translated string "Grid" already exists.
> 
> If you wish to experiment, the code is currently available at 
> https://github.com/Gnucash/gnucash/pull/266/commits/4d2ee75b4fa138c0534ae739089d4df70d6d4117
>  
> 
>  - (note, this commit link isn't permanent).
> 
> C
> 
> On 10/02/18 13:35, D via gnucash-user wrote:
>> Hello,
>> 
>> I want to raise a discussion here about the creation of a generic comparison 
>> report. 
>> 
>> I would preface this discussion by saying that, although I am a long time 
>> user of Gnucash, I have repeatedly demonstrated my utter inability to 
>> generate useful code for the project, so any ultimate action on the results 
>> of this discussion would have to be applied by someone else.
>> 
>> As we have seen recently, and as I have seen repeatedly over the years, one 
>> of the more common requests for reporting is to be able to see numbers from 
>> different time periods in order to evaluate a financial situation.
>> 
>> As far as I can tell, other than the multi column report, nothing of the 
>> sort exists in Gnucash. I started thinking that it might be good to begin 
>> the process of detailing what features might go into such a report in order 
>> to make it generally useful, with the idea of perhaps stirring up someone's 
>> interest in creating such a report.
>> 
>> Some initial ideas include:
>> 
>> * Definable periods. Should be able to set the unit period, with options for 
>> common units (month, quarter, year).
>> * Definable numbers of periods.
>> * Definable accounts, but with some common groupings (Assets, Liabilities, 
>> Investments... Are there others?)
>> * Perhaps the option to use another report as a template? I have no idea how 
>> that might work, but the fact that folks seem to want side by side balance 
>> sheets suggests this to me.
>> 
>> Does anyone else think this would be helpful? Is it a reasonable idea? Is it 
>> something that someone in the community with Scheme skills is interested in 
>> pursuing? Are there other elements that would make this a better idea? Are 
>> there elements that are absurdly difficult or impossible?
>> 
>> Cheers,
>> David
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> 

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Re: RFP: Generic Comparison Report

[Christopher Lam]

Hi D

Wish to move to devel, technical and policy details abound.

There's already work done to enable periodic subtotals comparison. This 
feature has been named "Subtotal Summary Grid". This is done by reusing 
and augmenting the (most excellent) transaction report's grouping and 
subtotals. I'm not sure whether this allows 100% coverage of users' 
requirements for periodic comparison, but I suspect it would.


For example, setting *accounts* = expense accounts (+ children), 
*primary-key* = account, *secondary-key* = date,*secondary-subtotals* = 
monthly, *subtotal-summary-grid* = enabled -> will provide a nice 2D 
grid whereby Y-axis = accounts, X-axis = monthly expense subtotals. This 
feature will reuse the subtotals already generated within the 
transaction report, therefore any errors in subtotals are not from my 
code. Example at https://imgur.com/a/unDAD


Unfortunately it was completed after string and feature-freeze for 
upcoming 3.0 -- I'm afraid that inclusion into 3.0 isn't guaranteed yet. 
Although, as I have notified devs, if this feature is renamed "Grid", it 
could be written into 3.0. The translated string "Grid" already exists.


If you wish to experiment, the code is currently available at 
https://github.com/Gnucash/gnucash/pull/266/commits/4d2ee75b4fa138c0534ae739089d4df70d6d4117 
- (note, this commit link isn't permanent).


C


On 10/02/18 13:35, D via gnucash-user wrote:

Hello,

I want to raise a discussion here about the creation of a generic comparison 
report.

I would preface this discussion by saying that, although I am a long time user 
of Gnucash, I have repeatedly demonstrated my utter inability to generate 
useful code for the project, so any ultimate action on the results of this 
discussion would have to be applied by someone else.

As we have seen recently, and as I have seen repeatedly over the years, one of 
the more common requests for reporting is to be able to see numbers from 
different time periods in order to evaluate a financial situation.

As far as I can tell, other than the multi column report, nothing of the sort 
exists in Gnucash. I started thinking that it might be good to begin the 
process of detailing what features might go into such a report in order to make 
it generally useful, with the idea of perhaps stirring up someone's interest in 
creating such a report.

Some initial ideas include:

* Definable periods. Should be able to set the unit period, with options for 
common units (month, quarter, year).
* Definable numbers of periods.
* Definable accounts, but with some common groupings (Assets, Liabilities, 
Investments... Are there others?)
* Perhaps the option to use another report as a template? I have no idea how 
that might work, but the fact that folks seem to want side by side balance 
sheets suggests this to me.

Does anyone else think this would be helpful? Is it a reasonable idea? Is it 
something that someone in the community with Scheme skills is interested in 
pursuing? Are there other elements that would make this a better idea? Are 
there elements that are absurdly difficult or impossible?

Cheers,
David
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Fwd: Re: Planned MAJOR OUTAGE: Thursday 08th of February, 17:00 - 19:00 UTC

[John Ralls]

> Begin forwarded message:
> 
> Date: Fri, 9 Feb 2018 12:44:46 +0100
> From: Andrea Veri >
> To: infrastructure-annou...@gnome.org 
> 
> Cc: desktop-devel-list  >,  Foundation
>   List >
> Subject: Re: Planned MAJOR OUTAGE: Thursday 08th of February, 17:00 -
>   19:00 UTC
> Message-ID:
>    >
> Content-Type: text/plain; charset="UTF-8"
> 
> While the move was overall successful one of the hosts has been found
> having an hardware failure and requires its mainboard to be replaced.
> The part will be replaced today between 14 - 15 UTC. The affected
> services that will have a downtime are:
> 
> bugzilla.gnome.org 
> paste.gnome.org 
> etherpad.gnome.org 
> id.gnome.org 
> opw.gnome.org 
> 
> Thanks,
> 

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