/usr/share/gnucash/scm/report.scm is in gnucash-common 1:2.4.10-6.
This file is owned by root:root, with mode 0o644.
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;; report.scm : structures/utilities for representing reports
;; Copyright 2000 Bill Gribble <grib@gnumatic.com>
;;
;; This program is free software; you can redistribute it and/or
;; modify it under the terms of the GNU General Public License as
;; published by the Free Software Foundation; either version 2 of
;; the License, or (at your option) any later version.
;;
;; This program is distributed in the hope that it will be useful,
;; but WITHOUT ANY WARRANTY; without even the implied warranty of
;; MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
;; GNU General Public License for more details.
;;
;; You should have received a copy of the GNU General Public License
;; along with this program; if not, contact:
;;
;; Free Software Foundation Voice: +1-617-542-5942
;; 51 Franklin Street, Fifth Floor Fax: +1-617-542-2652
;; Boston, MA 02110-1301, USA gnu@gnu.org
;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
(use-modules (gnucash main))
(use-modules (gnucash printf))
(use-modules (sw_report_system))
;; This hash should contain all the reports available and will be used
;; to generate the reports menu whenever a new window opens and to
;; figure out what to do when a report needs to be generated.
;;
;; The key is the string naming the report (the report "type") and the
;; value is the report definition structure.
(define *gnc:_report-templates_* (make-hash-table 23))
;; Define those strings here to make changes easier and avoid typos.
(define gnc:menuname-reports "Reports/StandardReports")
(define gnc:menuname-asset-liability (N_ "_Assets & Liabilities"))
(define gnc:menuname-income-expense (N_ "_Income & Expense"))
(define gnc:menuname-budget (N_ "B_udget"))
(define gnc:menuname-taxes (N_ "_Taxes"))
(define gnc:menuname-utility (N_ "_Sample & Custom"))
(define gnc:menuname-custom (N_ "_Custom"))
(define gnc:pagename-general (N_ "General"))
(define gnc:pagename-accounts (N_ "Accounts"))
(define gnc:pagename-display (N_ "Display"))
(define gnc:optname-reportname (N_ "Report name"))
(define gnc:optname-stylesheet (N_ "Stylesheet"))
;; we want to warn users if they've got an old-style, non-guid saved
;; report, but only once
(define gnc:old-style-report-warned #f)
;; A <report-template> represents one of the available report types.
(define <report-template>
(make-record-type "<report-template>"
;; The data items in a report record
'(version name report-guid parent-type options-generator
options-cleanup-cb options-changed-cb
renderer in-menu? menu-path menu-name
menu-tip export-types export-thunk)))
;; if args is supplied, it is a list of field names and values
(define (gnc:define-report . args)
;; For now the version is ignored, but in the future it'll let us
;; change behaviors without breaking older reports.
;;
;; The renderer should be a function that accepts one argument, a
;; set of options, and generates the report. the renderer must
;; return as its final value an <html-document> object.
(define (blank-report)
((record-constructor <report-template>)
#f ;; version
#f ;; name
#f ;; report-guid for backwards compat of newer reports
#f ;; parent-type for backwards compat of newer reports
#f ;; options-generator
#f ;; options-cleanup-cb
#f ;; options-changed-cb
#f ;; renderer
#t ;; in-menu?
#f ;; menu-path
#f ;; menu-name
#f ;; menu-tip
#f ;; export-types
#f ;; export-thunk
))
(define (args-to-defn in-report-rec args)
(let ((report-rec (if in-report-rec
in-report-rec
(blank-report))))
(if (null? args)
in-report-rec
(let ((id (car args))
(value (cadr args))
(remainder (cddr args)))
((record-modifier <report-template> id) report-rec value)
(args-to-defn report-rec remainder)))))
(let ((report-rec (args-to-defn #f args)))
(if (and report-rec
;; only process reports that have a report-guid
(gnc:report-template-report-guid report-rec))
(let* ((report-guid (gnc:report-template-report-guid report-rec))
(name (gnc:report-template-name report-rec))
(tmpl (hash-ref *gnc:_report-templates_* report-guid)))
(if (not tmpl)
(hash-set! *gnc:_report-templates_*
report-guid report-rec)
(begin
;; FIXME: We should pass the top-level window
;; instead of the '() to gnc-error-dialog, but I
;; have no idea where to get it from.
(gnc-error-dialog '() (string-append (_ "One of your reports has a report-guid that is a duplicate. Please check the report system, especially your saved reports, for a report with this report-guid: ") report-guid))
)))
(begin
(if (gnc:report-template-name report-rec)
(begin
;; we've got an old style report with no report-id, give it an arbitrary one
(gnc:report-template-set-report-guid! report-rec (guid-new-return))
;; we also need to give it a parent-type, so that it will restore from the open state properly
;; we'll key that from the only known good way to tie back to the original report -- the renderer
(hash-for-each
(lambda (id rec)
(if (and (equal? (gnc:report-template-renderer rec)
(gnc:report-template-renderer report-rec))
(not (gnc:report-template-parent-type rec)))
(begin
(gnc:debug "gnc:define-report: setting parent-type of " (gnc:report-template-name report-rec) " to " (gnc:report-template-report-guid rec))
(gnc:report-template-set-parent-type! report-rec (gnc:report-template-report-guid rec))
(gnc:debug "done setting, is now " (gnc:report-template-parent-type report-rec)))))
*gnc:_report-templates_*)
;; re-save this old-style report in the new format
(gnc:report-template-save-to-savefile report-rec)
(gnc:debug "complete saving " (gnc:report-template-name report-rec) " in new format")
))
(if (not gnc:old-style-report-warned)
(begin
(set! gnc:old-style-report-warned #t)
(gnc-error-dialog '() (string-append (_ "The GnuCash report system has been upgraded. Your old saved reports have been transfered into a new format. If you experience trouble with saved reports, please contact the GnuCash development team.")))))
(hash-set! *gnc:_report-templates_*
(gnc:report-template-report-guid report-rec) report-rec)
(gnc:warn "gnc:define-report: old-style report. setting guid for " (gnc:report-template-name report-rec) " to " (gnc:report-template-report-guid report-rec)))
)))
(define gnc:report-template-version
(record-accessor <report-template> 'version))
(define gnc:report-template-report-guid
(record-accessor <report-template> 'report-guid))
(define gnc:report-template-set-report-guid!
(record-modifier <report-template> 'report-guid))
(define gnc:report-template-name
(record-accessor <report-template> 'name))
(define gnc:report-template-parent-type
(record-accessor <report-template> 'parent-type))
(define gnc:report-template-set-parent-type!
(record-modifier <report-template> 'parent-type))
(define gnc:report-template-set-name
(record-modifier <report-template> 'name))
(define gnc:report-template-options-generator
(record-accessor <report-template> 'options-generator))
(define gnc:report-template-options-cleanup-cb
(record-accessor <report-template> 'options-cleanup-cb))
(define gnc:report-template-options-changed-cb
(record-accessor <report-template> 'options-changed-cb))
(define gnc:report-template-renderer
(record-accessor <report-template> 'renderer))
(define gnc:report-template-in-menu?
(record-accessor <report-template> 'in-menu?))
(define gnc:report-template-menu-path
(record-accessor <report-template> 'menu-path))
(define gnc:report-template-menu-name
(record-accessor <report-template> 'menu-name))
(define gnc:report-template-menu-tip
(record-accessor <report-template> 'menu-tip))
(define gnc:report-template-export-types
(record-accessor <report-template> 'export-types))
(define gnc:report-template-export-thunk
(record-accessor <report-template> 'export-thunk))
(define (gnc:report-template-name-to-id template-name)
(let ((template-id #f))
(hash-for-each
(lambda (id rec)
(if (equal? template-name (gnc:report-template-name rec))
(set! template-id id))) *gnc:_report-templates_*)
template-id))
(define (gnc:report-template-new-options/report-guid template-id template-name)
(let ((templ (hash-ref *gnc:_report-templates_* template-id)))
(if templ
(gnc:report-template-new-options templ)
#f)))
(define (gnc:report-template-new-options/name template-name)
(let ((templ #f))
(hash-for-each
(lambda (id rec)
(if (equal? template-name (gnc:report-template-name rec))
(set! templ (hash-ref *gnc:_report-templates_* id)))) *gnc:_report-templates_*)
(if templ
(gnc:report-template-new-options templ)
#f)))
(define (gnc:report-template-menu-name/report-guid template-id template-name)
(let ((templ (hash-ref *gnc:_report-templates_* template-id)))
(if templ
(or (gnc:report-template-menu-name templ)
(gnc:report-template-name templ))
#f)))
(define (gnc:report-template-menu-name/name template-name)
(let ((templ #f))
(hash-for-each
(lambda (id rec)
(if (equal? template-name (gnc:report-template-name rec))
(set! templ (hash-ref *gnc:_report-templates_* id)))) *gnc:_report-templates_*)
(if templ
(or (gnc:report-template-menu-name templ)
(gnc:report-template-name templ))
#f)))
(define (gnc:report-template-renderer/report-guid template-id template-name)
(let ((templ (hash-ref *gnc:_report-templates_* template-id)))
(if templ
(gnc:report-template-renderer templ)
#f)))
(define (gnc:report-template-renderer/name template-name)
(let ((templ #f))
(hash-for-each
(lambda (id rec)
(if (equal? template-name (gnc:report-template-name rec))
(set! templ (hash-ref *gnc:_report-templates_* id)))) *gnc:_report-templates_*)
(if templ
(gnc:report-template-renderer templ)
#f)))
(define (gnc:report-template-new-options report-template)
(let ((generator (gnc:report-template-options-generator report-template))
(namer
(gnc:make-string-option
gnc:pagename-general gnc:optname-reportname "0a"
(N_ "Enter a descriptive name for this report")
(_ (gnc:report-template-name report-template))))
(stylesheet
(gnc:make-multichoice-option
gnc:pagename-general gnc:optname-stylesheet "0b"
(N_ "Select a stylesheet for the report.")
(string->symbol (N_ "Default"))
(map
(lambda (ss)
(vector
(string->symbol (gnc:html-style-sheet-name ss))
(gnc:html-style-sheet-name ss)
(string-append (gnc:html-style-sheet-name ss)
" " (_ "Stylesheet"))))
(gnc:get-html-style-sheets)))))
(let ((options
(if (procedure? generator)
(or (gnc:backtrace-if-exception generator)
(begin
(gnc:warn "BUG DETECTED: Scheme exception raised in "
"report options generator procedure named "
(procedure-name generator))
(gnc:new-options)))
(gnc:new-options))))
(or (gnc:lookup-option options gnc:pagename-general gnc:optname-reportname)
(gnc:register-option options namer))
(or (gnc:lookup-option options gnc:pagename-general gnc:optname-stylesheet)
(gnc:register-option options stylesheet))
options)))
;; A <report> represents an instantiation of a particular report type.
(define <report>
(make-record-type "<report>"
'(type id options dirty? needs-save? editor-widget ctext)))
(define gnc:report-type
(record-accessor <report> 'type))
(define gnc:report-set-type!
(record-modifier <report> 'type))
(define gnc:report-id
(record-accessor <report> 'id))
(define gnc:report-set-id!
(record-modifier <report> 'id))
(define gnc:report-options
(record-accessor <report> 'options))
(define gnc:report-set-options!
(record-modifier <report> 'options))
(define gnc:report-needs-save?
(record-accessor <report> 'needs-save?))
(define gnc:report-set-needs-save?!
(record-modifier <report> 'needs-save?))
(define gnc:report-dirty?
(record-accessor <report> 'dirty?))
(define gnc:report-set-dirty?-internal!
(record-modifier <report> 'dirty?))
(define (gnc:report-set-dirty?! report val)
(gnc:report-set-dirty?-internal! report val)
(let* ((template (hash-ref *gnc:_report-templates_*
(gnc:report-type report)))
(cb (gnc:report-template-options-changed-cb template)))
(if (and cb (procedure? cb))
(cb report))))
(define gnc:report-editor-widget
(record-accessor <report> 'editor-widget))
(define gnc:report-set-editor-widget!
(record-modifier <report> 'editor-widget))
;; ctext is for caching the rendered html
(define gnc:report-ctext
(record-accessor <report> 'ctext))
(define gnc:report-set-ctext!
(record-modifier <report> 'ctext))
;; gnc:make-report instantiates a report from a report-template.
;; The actual report is stored away in a hash-table -- only the id is returned.
(define (gnc:make-report template-id . rest)
(let* ((template-parent (gnc:report-template-parent-type (hash-ref *gnc:_report-templates_* template-id)))
(report-type (if template-parent
template-parent
template-id))
(r ((record-constructor <report>)
report-type ;; type
#f ;; id
#f ;; options
#t ;; dirty
#f ;; needs-save
#f ;; editor-widget
#f ;; ctext
))
(template (hash-ref *gnc:_report-templates_* template-id))
)
(let ((options
(if (not (null? rest))
(car rest)
(gnc:report-template-new-options template))))
(gnc:report-set-options! r options)
(gnc:options-register-callback
#f #f
(lambda ()
(gnc:report-set-dirty?! r #t)
(let ((cb (gnc:report-template-options-changed-cb template)))
(if cb
(cb r))))
options))
(gnc:report-set-id! r (gnc-report-add r))
(gnc:report-id r))
)
;; This is the function that is called when saved reports are evaluated.
(define (gnc:restore-report id template-name options)
(if options
(let ((r ((record-constructor <report>)
(gnc:report-template-name-to-id template-name) id options #t #t #f #f)))
(gnc-report-add r))
(begin
(gnc-error-dialog '() (string-append "Report Failed! One of your previously opened reports has failed to open. The template on which it was based: " template-name ", was not found."))
#f))
)
(define (gnc:restore-report-by-guid id template-id template-name options)
(if options
(let ((r ((record-constructor <report>)
template-id id options #t #t #f #f)))
(gnc-report-add r))
(begin
(gnc-error-dialog '() (string-append "Report Failed! One of your previously opened reports has failed to open. The template on which it was based: " template-name ", was not found."))
#f))
)
(define (gnc:make-report-options template-id)
(let ((template (hash-ref *gnc:_report-templates_* template-id)))
(if template
(gnc:report-template-new-options template)
#f)))
;; A convenience wrapper to get the report-template's export types from
;; an instantiated report.
(define (gnc:report-export-types report)
(let ((template (hash-ref *gnc:_report-templates_*
(gnc:report-type report))))
(if template
(gnc:report-template-export-types template)
#f)))
;; A convenience wrapper to get the report-template's export thunk from
;; an instantiated report.
(define (gnc:report-export-thunk report)
(let ((template (hash-ref *gnc:_report-templates_*
(gnc:report-type report))))
(if template
(gnc:report-template-export-thunk template)
#f)))
(define (gnc:report-menu-name report)
(let ((template (hash-ref *gnc:_report-templates_*
(gnc:report-type report))))
(if template
(or (gnc:report-template-menu-name template)
(gnc:report-name report))
#f)))
(define (gnc:report-name report)
(let* ((opt (gnc:report-options report)))
(if opt
(gnc:option-value
(gnc:lookup-option opt gnc:pagename-general gnc:optname-reportname))
#f)))
(define (gnc:report-stylesheet report)
(gnc:html-style-sheet-find
(symbol->string (gnc:option-value
(gnc:lookup-option
(gnc:report-options report)
gnc:pagename-general
gnc:optname-stylesheet)))))
(define (gnc:report-set-stylesheet! report stylesheet)
(gnc:option-set-value
(gnc:lookup-option
(gnc:report-options report)
gnc:pagename-general
gnc:optname-stylesheet)
(string->symbol
(gnc:html-style-sheet-name stylesheet))))
(define (gnc:all-report-template-names)
(sort
(hash-fold
(lambda (k v p)
(cons k p))
'() *gnc:_report-templates_*)
string<?))
;; return a list of the custom report template "names" (really a list
;; of report-guids).
(define (gnc:custom-report-template-names)
(sort
(hash-fold
(lambda (k v p)
(if (gnc:report-template-parent-type v)
(begin
(gnc:debug "template " v)
(cons k p))
p))
'() *gnc:_report-templates_*)
string<?))
(define (gnc:find-report-template report-type)
(hash-ref *gnc:_report-templates_* report-type))
(define (gnc:report-generate-restore-forms report)
;; clean up the options if necessary. this is only needed
;; in special cases.
(let* ((report-type (gnc:report-type report))
(template (hash-ref *gnc:_report-templates_* report-type))
(thunk (gnc:report-template-options-cleanup-cb template)))
(if thunk
(thunk report)))
;; save them
(string-append
";;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;\n"
(format #f ";; options for report ~S\n" (gnc:report-name report))
(format
#f "(let ((options (gnc:report-template-new-options/report-guid ~S ~S)))\n"
(gnc:report-type report) (gnc:report-template-name (hash-ref *gnc:_report-templates_* (gnc:report-type report))))
(gnc:generate-restore-forms (gnc:report-options report) "options")
(format
#f " (gnc:restore-report-by-guid ~S ~S ~S options))\n"
(gnc:report-id report) (gnc:report-type report) (gnc:report-template-name (hash-ref *gnc:_report-templates_* (gnc:report-type report))))))
;; Loop over embedded reports and concat result of each gnc:report-generate-restore-forms
(define (gnc:report-generate-options-embedded report)
(let*
((embedded-reports (gnc:report-embedded-list report))
(result-string ""))
(if embedded-reports
(for-each
(lambda (subreport-id)
(let*
((subreport (gnc-report-find subreport-id))
(subreport-options-text (gnc:report-generate-restore-forms subreport)))
(set! result-string (string-append
result-string
";;;; Options for embedded report\n"
subreport-options-text))))
embedded-reports))
result-string))
(define (gnc:report-generate-saved-forms-string name type templ-name options embedded-options guid)
(let ((result (string-append
";;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;\n"
(format #f ";; Options for saved report ~S, based on template ~S\n"
name type)
(format
#f "(let ()\n (define (options-gen)\n (let ((options (gnc:report-template-new-options/report-guid ~S ~S)))\n"
type templ-name)
(gnc:generate-restore-forms options "options")
(if embedded-options
embedded-options
"")
" options))\n"
(format
#f " (gnc:define-report \n 'version 1\n 'name ~S\n 'report-guid ~S\n 'parent-type ~S\n 'options-generator options-gen\n 'menu-path (list gnc:menuname-custom)\n 'renderer (gnc:report-template-renderer/report-guid ~S ~S)))\n\n"
name
(if guid
guid
(guid-new-return)) ;; when saving a report, we need to create a guid for it for later reloading
type
type
templ-name))))
(gnc:debug result)
result))
(define (gnc:report-generate-saved-forms report)
;; clean up the options if necessary. this is only needed
;; in special cases.
(let* ((template
(hash-ref *gnc:_report-templates_*
(gnc:report-type report)))
(thunk (gnc:report-template-options-cleanup-cb template)))
(if thunk
(thunk report)))
;; save them
(let ((name (gnc:report-name report))
(type (gnc:report-type report))
(templ-name (gnc:report-template-name (hash-ref *gnc:_report-templates_* (gnc:report-type report))))
(options (gnc:report-options report))
(embedded-options (gnc:report-generate-options-embedded report)))
(gnc:report-generate-saved-forms-string name type templ-name options embedded-options #f)))
(define (gnc:report-template-generate-saved-forms report-template)
(let* ((name (gnc:report-template-name report-template))
(type (gnc:report-template-parent-type report-template))
(templ-name (gnc:report-template-name (hash-ref *gnc:_report-templates_* type)))
(options (gnc:report-template-new-options report-template))
(embedded-options #f)
(guid (gnc:report-template-report-guid report-template))
)
(gnc:report-generate-saved-forms-string name type templ-name options embedded-options guid)))
(define gnc:current-saved-reports
(gnc-build-dotgnucash-path "saved-reports-2.4"))
(define (gnc:open-saved-reports mode)
(let ((conf-file-name gnc:current-saved-reports))
(catch #t
(lambda () (open-file conf-file-name mode))
(lambda (key . args)
(gnc-error-dialog
'()
(sprintf
#f (_ "Could not open the file %s. The error is: %s")
conf-file-name
(string-append (symbol->string key) " - " (car (caddr args)))))
#f))))
(define (gnc:report-save-to-savefile report)
(let* ((saved-form (gnc:report-generate-saved-forms report))
;; Immediate evaluate the saved form to both load it into the
;; runtime, but also so we can check if it's "allowed" to actually
;; be written to the saved reports file by inspecting the result.
;; #Bug#342206.
(save-result (eval-string saved-form)))
(if (record? save-result)
(let ((report-port (gnc:open-saved-reports "a")))
(if report-port
(begin
(display saved-form report-port)
(close report-port)
(let ((report-name (gnc:report-name report)))
(gnc-info-dialog
'()
(sprintf
#f (_ "Your report \"%s\" has been saved into the configuration file \"%s\".")
(if (and report-name (not (string-null? report-name)))
(gnc:gettext report-name)
(gnc:gettext "Untitled"))
gnc:current-saved-reports)))
))))))
(define (gnc:report-template-save-to-savefile report-template)
(let* ((report-port (gnc:open-saved-reports "a")))
(if report-port
(let ((saved-form (gnc:report-template-generate-saved-forms report-template)))
(display saved-form report-port)
(close report-port)))))
;; save all custom reports, moving the old version of the
;; saved-reports file aside as a backup
(define (gnc:save-all-reports)
(let ((temp-path (gnc-build-dotgnucash-path "saved-reports-2.4-backup")))
(gnc:debug "saving all reports...")
;; On windows, it seems to crash if we try to rename without deleting the old file first.
(if (access? temp-path F_OK)
(delete-file temp-path))
(rename-file gnc:current-saved-reports temp-path)
(hash-for-each (lambda (k v)
(if (gnc:report-template-parent-type v)
(begin
(gnc:debug "saving report " k)
(gnc:report-template-save-to-savefile v))))
*gnc:_report-templates_*)))
;; gets the renderer from the report template;
;; gets the stylesheet from the report;
;; renders the html doc and caches the resulting string;
;; returns the html string.
;; Now accepts either an html-doc or finished HTML from the renderer -
;; the former requires further processing, the latter is just returned.
(define (gnc:report-render-html report headers?)
(if (and (not (gnc:report-dirty? report))
(gnc:report-ctext report))
;; if there's clean cached text, return it
;;(begin
(gnc:report-ctext report)
;; )
;; otherwise, rerun the report
(let ((template (hash-ref *gnc:_report-templates_*
(gnc:report-type report)))
(doc #f))
(set! doc (if template
(let* ((renderer (gnc:report-template-renderer template))
(stylesheet (gnc:report-stylesheet report))
(doc (renderer report))
(html #f))
(if (string? doc)
(set! html doc)
(begin
(gnc:html-document-set-style-sheet! doc stylesheet)
(set! html (gnc:html-document-render doc headers?))))
(gnc:report-set-ctext! report html) ;; cache the html
(gnc:report-set-dirty?! report #f) ;; mark it clean
html)
#f))
doc))) ;; YUK! inner doc is html-doc object; outer doc is a string.
;; looks up the report by id and renders it with gnc:report-render-html
;; marks the cursor busy during rendering; returns the html
(define (gnc:report-run id)
(let ((report (gnc-report-find id))
(html #f))
(gnc-set-busy-cursor '() #t)
(gnc:backtrace-if-exception
(lambda ()
(if report
(begin
(set! html (gnc:report-render-html report #t))))))
(gnc-unset-busy-cursor '())
html))
;; "thunk" should take the report-type and the report template record
(define (gnc:report-templates-for-each thunk)
(hash-for-each (lambda (report-id template) (thunk report-id template))
*gnc:_report-templates_*))
;; return the list of reports embedded in the specified report
(define (gnc:report-embedded-list report)
(let* ((options (gnc:report-options report))
(option (gnc:lookup-option options "__general" "report-list")))
(if option
(let ((opt-value (gnc:option-value option)))
(map (lambda (x) (car x)) opt-value))
#f)))
;; delete an existing report from the hash table and then call to
;; resave the saved-reports file... report is gone
(define (gnc:delete-report report)
(if (hash-ref *gnc:_report-templates_* report)
(begin
(gnc:debug "Deleting report " report)
(hash-remove! *gnc:_report-templates_* report)
(gnc:save-all-reports))))
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