;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
;; budget.scm: budget report
;;
;; (C) 2005 by Chris Shoemaker <c.shoemaker@cox.net>
;;
;; based on cash-flow.scm by:
;; Herbert Thoma <herbie@hthoma.de>
;;
;; 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
;;
;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;

(define-module (gnucash reports standard budget-flow))
(use-modules (gnucash engine))
(use-modules (gnucash utilities))
(use-modules (gnucash core-utils))
(use-modules (gnucash app-utils))
(use-modules (gnucash report))

(define reportname
  (N_ "Budget Flow"))

;; define all option's names so that they are properly defined
;; in *one* place.

(define optname-accounts (N_ "Account"))
(define optname-price-source (N_ "Price Source"))
(define optname-budget (N_ "Budget"))
(define optname-periods (N_ "Period"))
(define optname-report-currency (N_ "Report's currency"))

;; options generator
(define (budget-report-options-generator)
  (let ((options (gnc-new-optiondb)))

    ;; Option to select Budget
    (gnc-register-budget-option options
      gnc:pagename-general optname-budget
      "a" (N_ "Budget to use.")
      (gnc-budget-get-default (gnc-get-current-book)))

    ;; Option to select Period of selected Budget
    (gnc-register-number-range-option options
      gnc:pagename-general optname-periods
      ;; FIXME: It would be nice if the max number of budget periods (60) was
      ;; defined globally somewhere so we could reference it here.  However, it
      ;; only appears to be defined currently in
      ;; src/gnome/gtkbuilder/gnc-plugin-page-budget.glade.
      ;; FIXME: It would be even nicer if the max number of budget
      ;; periods was determined by the number of periods in the
      ;; currently selected budget
      "b" (N_ "Period number.") 1 1 60 1)

    ;; Option to select the currency the report will be shown in
    (gnc:options-add-currency!
     options gnc:pagename-general
     optname-report-currency "d")

    ;; Option to select the price source used in currency conversion
    (gnc:options-add-price-source!
     options gnc:pagename-general optname-price-source "c" 'pricedb-latest)

    ;;Option to select the accounts to that will be displayed
    (gnc-register-account-list-option options
      gnc:pagename-accounts optname-accounts
      (string-append "a" "c")
      (N_ "Report on these accounts.")
      (gnc-account-get-descendants-sorted (gnc-get-current-root-account)))

    ;; Set the general page as default option tab
    (gnc:options-set-default-section options gnc:pagename-general)

    options))

;; Append a row to html-table with markup and values
(define (gnc:html-table-add-budget-row!
         html-table markup text total1 total2)

  ;; Cell order is text, budgeted, actual
  (gnc:html-table-append-row/markup!
   html-table "normal-row"
   (list
    (gnc:make-html-table-cell/markup "text-cell" text)
    (gnc:make-html-table-cell/markup markup total1)
    (gnc:make-html-table-cell/markup markup total2))))

;; For each account in acct-table:
;; Retrieve the budgeted and actual amount
;; Display the row
;;
;; Display the grand total for acct-table
;;
;; Return: (list budgeted-grand-total actual-grand-total)
;;
(define (gnc:html-table-add-budget-accounts!
         html-table acct-table budget period exchange-fn report-currency)

  ;; Used to sum up the budgeted and actual totals
  (let* ((bgt-total (gnc:make-commodity-collector))
         (act-total (gnc:make-commodity-collector)))

    ;; Loop though each account
    ;;
    ;; FIXME: because gnc:budget-get-account-period-actual-value
    ;; sums the total for a parent and all child accounts displaying
    ;; and summing a parent account cause the totals to be off.
    ;; so we do not display parent accounts
    ;;
    (for-each
     (lambda (acct)
       ;; If acct has children do nto display (see above)
       (if (null? (gnc-account-get-children acct))
           ;; Retrieve the budgeted and actual amount and
           ;; convert to <gnc:monetary>
           (let* ((comm (xaccAccountGetCommodity acct))
                  (bgt-numeric (gnc-budget-get-account-period-value
                                budget acct (1- period)))
                  (bgt-monetary (gnc:make-gnc-monetary comm bgt-numeric))
                  (act-numeric (gnc-budget-get-account-period-actual-value
                                budget acct (1- period)))
                  (act-monetary (gnc:make-gnc-monetary comm act-numeric)))

             ;; Add amounts to collectors
             (bgt-total 'add comm bgt-numeric)
             (act-total 'add comm act-numeric)

             ;; Display row
             (gnc:html-table-add-budget-row!
              html-table "number-cell"
              (gnc:make-html-text
               (gnc:html-markup-anchor
                (gnc:account-anchor-text acct)
                (gnc-account-get-full-name acct)))
              bgt-monetary
              act-monetary))))

     acct-table)

    ;; Total collectors and display
    (let* ((bgt-total-numeric
            (gnc:sum-collector-commodity bgt-total report-currency exchange-fn))
           (act-total-numeric
            (gnc:sum-collector-commodity act-total report-currency exchange-fn)))
      (gnc:html-table-add-budget-row!
       html-table "total-number-cell"
       (string-append (G_ "Total") ":")
       bgt-total-numeric act-total-numeric)

      (gnc:html-table-append-row!
       html-table
       (list
        (gnc:make-html-table-cell/size
         1 3 (gnc:make-html-text (gnc:html-markup-hr)))))

      ;; Return (list budgeted-total actual-total)
      (list bgt-total-numeric act-total-numeric))))

;; Displays account types
;;
;; acct-table: a list from gnc:decompose-accountlist
;;
;; Return: a assoc list of (type (budgeted-grand-total actual-grand-total))
;;
(define (gnc:html-table-add-budget-types!
         html-table acct-table budget period exchange-fn report-currency)
  ;;Account totals is the assoc list that is returned
  (let* ((accounts-totals '()))
    ;;Display each account type
    (for-each
     (lambda (pair)
       ;; key - type
       ;; value - list of accounts
       (let* ((key (car pair)) (value (cdr pair)))
         ;; Display and add totals
         (set! accounts-totals
           (assoc-set!
            accounts-totals key
            (gnc:html-table-add-budget-accounts!
             html-table value budget period exchange-fn report-currency)))))
     acct-table)
    ;; Return assoc list
    accounts-totals))

;; Displays type-totals
;;
;; type-totals: a list of (type (budget-total actual-total))
;;
(define (gnc:html-table-add-budget-totals!
         html-table type-totals exchange-fn report-currency)

  ;; Collector of grand totals
  (let* ((bgt-total-collector (gnc:make-commodity-collector))
         (act-total-collector (gnc:make-commodity-collector)))

    ;; Loop though each pair
    (for-each
     (lambda (pair)
       ;; tuple is (type (budgeted actual))
       (let* ((key (car pair))
              (value (cdr pair))
              (bgt-total (car value))
              (act-total (cadr value)))

         ;; Add to collectors
         (bgt-total-collector 'add
                              (gnc:gnc-monetary-commodity bgt-total)
                              (gnc:gnc-monetary-amount bgt-total))
         (act-total-collector 'add (gnc:gnc-monetary-commodity act-total)
                              (gnc:gnc-monetary-amount act-total))
         ;; Display row
         (gnc:html-table-add-budget-row!
          html-table "number-cell"
          (gnc:account-get-type-string-plural key) bgt-total act-total)))
     type-totals)
    ;; Sum collectors
    (let* ((bgt-total-numeric
            (gnc:sum-collector-commodity
             bgt-total-collector report-currency exchange-fn))
           (act-total-numeric
            (gnc:sum-collector-commodity
             act-total-collector report-currency exchange-fn)))
      ;; Display Grand Total
      (gnc:html-table-add-budget-row!
       html-table "total-number-cell"
       (string-append (G_ "Total") ":") bgt-total-numeric act-total-numeric))))

;;;;;;;;;;;;;;;;;;;;;;;;;;;
;; budget-renderer
;; set up the document and add the table
;;;;;;;;;;;;;;;;;;;;;;;;;;;

(define (budget-renderer report-obj)

  ;; Helper function retrieves options
  (define (get-option pagename optname)
    (gnc-optiondb-lookup-value
      (gnc:report-options report-obj) pagename optname))

  ;; Update progress bar
  (gnc:report-starting reportname)

  ;; get all option's values
  (let* ((budget (get-option gnc:pagename-general optname-budget))
         (budget-valid? (and budget (not (null? budget))))
         (accounts (get-option gnc:pagename-accounts optname-accounts))
         (period (inexact->exact (get-option gnc:pagename-general
                                             optname-periods)))
         (report-currency (get-option gnc:pagename-general
                                      optname-report-currency))
         (price-source (get-option gnc:pagename-general
                                   optname-price-source))
         ;; The HTML document
         (doc (gnc:make-html-document)))

    (cond
     ((null? accounts)
      ;; No accounts selected
      (gnc:html-document-add-object!
       doc
       (gnc:html-make-no-account-warning
        reportname (gnc:report-id report-obj))))

     ((not budget-valid?)
      ;; No budget selected.
      (gnc:html-document-add-object!
       doc (gnc:html-make-generic-budget-warning reportname)))

     (else
      (let* ((html-table (gnc:make-html-table))
             ;; calculate the exchange rates
             (exchange-fn (gnc:case-exchange-fn
                           price-source report-currency
                           (gnc-budget-get-period-end-date budget period)))
             (report-name (get-option gnc:pagename-general gnc:optname-reportname))
             ;; decompose the account list
             (split-up-accounts (gnc:decompose-accountlist accounts))
             (accounts-totals '()))

        ;; Display Title Name - Budget - Period
        (gnc:html-document-set-title!
         doc (format #f (G_ "~a: ~a - ~a")
                     report-name (gnc-budget-get-name budget)
                     (qof-print-date (gnc-budget-get-period-start-date
                                      budget (1- period)))))

        ;; Display accounts and totals
        (set! accounts-totals
          (gnc:html-table-add-budget-types!
           html-table split-up-accounts budget period exchange-fn report-currency))
        (gnc:html-table-add-budget-totals!
         html-table accounts-totals exchange-fn report-currency)

        ;; Display table
        (gnc:html-document-add-object! doc html-table))))

    ;; Update progress bar
    (gnc:report-finished)
    doc))

(gnc:define-report
 'version 1
 'name reportname
 'report-guid "e6e34fa3b6e748debde3cb3bc76d3e53"
 'menu-path (list gnc:menuname-budget)
 'options-generator budget-report-options-generator
 'renderer budget-renderer)

