[GNC] Wildcard in standard report definiton

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[GNC] Wildcard in standard report definiton

Crypto MR
If I set up a report, let's say the balance sheet report, I usually want
to see all accounts in this report. Each time I later add another
account, I have to adjust the report settings for the 'saved reports'.
Is there any way I could modify the report settings with a wildcard, so
each time I run the report, it would automatically select ALL accounts?
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Re: [GNC] Wildcard in standard report definiton

Adrien Monteleone-2
That would be a very useful option. I’ve noticed the same problem myself.

Regards,
Adrien

> On Dec 18, 2018, at 2:32 PM, Crypto MR <[hidden email]> wrote:
>
> If I set up a report, let's say the balance sheet report, I usually want to see all accounts in this report. Each time I later add another account, I have to adjust the report settings for the 'saved reports'. Is there any way I could modify the report settings with a wildcard, so each time I run the report, it would automatically select ALL accounts?
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Re: [GNC] Wildcard in standard report definiton

David Carlson-4
On that subject, I would like to see a way to document the current settings
of a report, perhaps by including it as an appendix to the report
printout.  Then I would like to see a way to export and import settings
from one data file to another.

David C

On Tue, Dec 18, 2018 at 2:58 PM Adrien Monteleone <
[hidden email]> wrote:

> That would be a very useful option. I’ve noticed the same problem myself.
>
> Regards,
> Adrien
>
> > On Dec 18, 2018, at 2:32 PM, Crypto MR <[hidden email]> wrote:
> >
> > If I set up a report, let's say the balance sheet report, I usually want
> to see all accounts in this report. Each time I later add another account,
> I have to adjust the report settings for the 'saved reports'. Is there any
> way I could modify the report settings with a wildcard, so each time I run
> the report, it would automatically select ALL accounts?
> > _______________________________________________
> > gnucash-user mailing list
> > [hidden email]
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Re: [GNC] Wildcard in standard report definiton

Adrien Monteleone-2
Nice. On all counts. This might also address some recent list topics about migrating from one OS to another. If the report settings were exportable/importable, via an app function, that would make things easier and allay some concerns.

Regards,
Adrien

> On Dec 18, 2018, at 3:42 PM, David Carlson <[hidden email]> wrote:
>
> On that subject, I would like to see a way to document the current settings of a report, perhaps by including it as an appendix to the report printout.  Then I would like to see a way to export and import settings from one data file to another.
>
> David C
>
> On Tue, Dec 18, 2018 at 2:58 PM Adrien Monteleone <[hidden email]> wrote:
> That would be a very useful option. I’ve noticed the same problem myself.
>
> Regards,
> Adrien
>
> > On Dec 18, 2018, at 2:32 PM, Crypto MR <[hidden email]> wrote:
> >
> > If I set up a report, let's say the balance sheet report, I usually want to see all accounts in this report. Each time I later add another account, I have to adjust the report settings for the 'saved reports'. Is there any way I could modify the report settings with a wildcard, so each time I run the report, it would automatically select ALL accounts?
> > _______________________________________________
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Re: [GNC] Wildcard in standard report definiton

Christopher Lam
In reply to this post by David Carlson-4
There's mechanism for printing report settings, but it's only enabled in
the Transaction Report (General / Add options summary).

Import/Export of settings is more difficult because many options are
datafile-specific eg selection of accounts, report currency. The current
saved-reports mechanism is already less than ideal because they're saved
centrally and are not very easily portable across machines, and IMHO
should really specific to a datafile.

With regard to selecting a 'wildcard' type of accounts selection, it's a
good entry-level idea for a budding scheme hacker :)

On 19/12/18 5:42 am, David Carlson wrote:

> On that subject, I would like to see a way to document the current settings
> of a report, perhaps by including it as an appendix to the report
> printout.  Then I would like to see a way to export and import settings
> from one data file to another.
>
> David C
>
> On Tue, Dec 18, 2018 at 2:58 PM Adrien Monteleone <
> [hidden email]> wrote:
>
>> That would be a very useful option. I’ve noticed the same problem myself.
>>
>> Regards,
>> Adrien
>>
>>> On Dec 18, 2018, at 2:32 PM, Crypto MR <[hidden email]> wrote:
>>>
>>> If I set up a report, let's say the balance sheet report, I usually want
>> to see all accounts in this report. Each time I later add another account,
>> I have to adjust the report settings for the 'saved reports'. Is there any
>> way I could modify the report settings with a wildcard, so each time I run
>> the report, it would automatically select ALL accounts?
>>> _______________________________________________
>>> gnucash-user mailing list
>>> [hidden email]
>>> To update your subscription preferences or to unsubscribe:
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>>> -----
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>>>
>>
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Re: [GNC] Wildcard in standard report definiton

David Carlson-4
I have not migrated to release 3.x yet, so I have not seen that new
Transaction Report (General / Add options summary) yet.

I hope it includes a list of selected accounts, name and path for the data
file, and, if possible any other details such as last file save time and
whatever else to try to create a semblance of an audit trail, or at least a
better snapshot to present to an auditor if required.

I have habitually kept certain reports open perpetually in my primary
computer/data file combination, saving revisions when needed to migrate to
other machines, so I had actually momentarily 'forgotten' that they were
not specific to the data file.  Leaving them open while saving keeps a copy
of sorts of those report settings as well as open account window settings
keyed to the data file name in the machine profile.  A serious downside to
this technique is that overall performance takes a huge hit when opening,
closing and saving the file and even when pressing Enter to save each
transaction edit.

Thanks, Christopher, for the reminder that the templates and the saved
custom reports are not data file specific unless the user adds something to
the custom report title to give a clue.

.David C

On Tue, Dec 18, 2018 at 8:40 PM Christopher Lam <[hidden email]>
wrote:

> There's mechanism for printing report settings, but it's only enabled in
> the Transaction Report (General / Add options summary).
>
> Import/Export of settings is more difficult because many options are
> datafile-specific eg selection of accounts, report currency. The current
> saved-reports mechanism is already less than ideal because they're saved
> centrally and are not very easily portable across machines, and IMHO
> should really specific to a datafile.
>
> With regard to selecting a 'wildcard' type of accounts selection, it's a
> good entry-level idea for a budding scheme hacker :)
>
> On 19/12/18 5:42 am, David Carlson wrote:
> > On that subject, I would like to see a way to document the current
> settings
> > of a report, perhaps by including it as an appendix to the report
> > printout.  Then I would like to see a way to export and import settings
> > from one data file to another.
> >
> > David C
> >
> > On Tue, Dec 18, 2018 at 2:58 PM Adrien Monteleone <
> > [hidden email]> wrote:
> >
> >> That would be a very useful option. I’ve noticed the same problem
> myself.
> >>
> >> Regards,
> >> Adrien
> >>
> >>> On Dec 18, 2018, at 2:32 PM, Crypto MR <[hidden email]> wrote:
> >>>
> >>> If I set up a report, let's say the balance sheet report, I usually
> want
> >> to see all accounts in this report. Each time I later add another
> account,
> >> I have to adjust the report settings for the 'saved reports'. Is there
> any
> >> way I could modify the report settings with a wildcard, so each time I
> run
> >> the report, it would automatically select ALL accounts?
> >>> _______________________________________________
> >>> gnucash-user mailing list
> >>> [hidden email]
> >>> To update your subscription preferences or to unsubscribe:
> >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> >>> If you are using Nabble or Gmane, please see
> >> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
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> >>>
> >>
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Re: [GNC] Wildcard in standard report definiton

Derek Atkins
In reply to this post by Crypto MR
Crypto MR <[hidden email]> writes:

> If I set up a report, let's say the balance sheet report, I usually
> want to see all accounts in this report. Each time I later add another
> account, I have to adjust the report settings for the 'saved
> reports'. Is there any way I could modify the report settings with a
> wildcard, so each time I run the report, it would automatically select
> ALL accounts?

Unfortunately the way QOF works (since about 2.0), Accounts are not
"special" anymore -- all matches are performed by GUID (including
accounts).  This was implemented as a generalization of the code as it
was expanded to be able to search for other objects, like Customers,
Invoices, etc.

The downside of this change is that this particular feature was lost.

The only way to add it back in would be to completely restructure the
way searches are performed in order to special-case Accounts again.

I think, with the C++ rewrite underway, this feature could,
theoretically, be re-added by allowing an Account to override the
generic search functions.

> Please remember to CC this list on all your replies.
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-derek

--
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       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
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Re: [GNC] Wildcard in standard report definiton

Derek Atkins
In reply to this post by Christopher Lam
Christopher Lam <[hidden email]> writes:

> With regard to selecting a 'wildcard' type of accounts selection, it's
> a good entry-level idea for a budding scheme hacker :)

I think it would require significantly more work than that, but I'd love
to be proven wrong!

> Please remember to CC this list on all your replies.
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-derek

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       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       [hidden email]                        PGP key available
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Re: [GNC] Wildcard in standard report definiton

Christopher Lam
Use Account Substring Matcher as the account selector
(*cough*)

This changes the execution of saved-reports, so, will never be acceptable
for merging in.

modified   gnucash/report/standard-reports/transaction.scm
@@ -618,7 +618,7 @@ be excluded from periodic reporting.")
   ;; Accounts options

   ;; account to do report on
-  (gnc:register-trep-option
+  #;(gnc:register-trep-option
    (gnc:make-account-list-option
     gnc:pagename-accounts optname-accounts
     "a" (_ "Report on these accounts.")
@@ -1847,7 +1847,9 @@ be excluded from periodic reporting.")
                                       (catch 'regular-expression-syntax
                                         (lambda () (make-regexp
account-matcher))
                                         (const 'invalid-regex))))
-         (c_account_0 (opt-val gnc:pagename-accounts optname-accounts))
+         (c_account_0 (gnc-account-get-descendants
+                       (gnc-book-get-root-account
+                        (gnc-get-current-book))))
          (c_account_1 (filter
                        (lambda (acc)
                          (if (regexp? account-matcher-regexp)


On Wed, 19 Dec 2018 at 23:10, Derek Atkins <[hidden email]> wrote:

> Christopher Lam <[hidden email]> writes:
>
> > With regard to selecting a 'wildcard' type of accounts selection, it's
> > a good entry-level idea for a budding scheme hacker :)
>
> I think it would require significantly more work than that, but I'd love
> to be proven wrong!
>
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
>
> -derek
>
> --
>        Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
>        Member, MIT Student Information Processing Board  (SIPB)
>        URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
>        [hidden email]                        PGP key available
>
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