further custom reports

[Christopher Lam]

Dear Seb
I wonder if you have thought about linking jinja2 with piecash to produce easy reports?
If not I'll do my own links.
Chris

[Sébastien de Menten]

Hello Chris,

In the piecash docs, you see a rather simple use of jinja2 with piecash (http://piecash.readthedocs.io/en/latest/tutorial/examples.html#filtered-transaction-reports).

I think mixing jinja2 and piecash is a "match made in heaven" (specially compared to the scheme reporting in gnucash). I haven't explored further than the simple example in the doc as I do not have specific needs for reporting. 

Using piecash+jinja2 could ease the generation of :

- invoices (via latex or other type setting),

- reports (see http://pbpython.com/pdf-reports.html) 

- charts (with https://github.com/ellisonbg/altair or https://plot.ly/)

- export to other formats (xml, ledger http://www.ledger-cli.org/, QIF, ...)

If you also know pandas, you get easy:

- time series analysis (prices, account balances, ...) 

- export of time series to json, csv, xlsx, ...

- plotting 

These benefits are probably difficult to replicate in C++ and so maybe difficult to get in the future in gnucash itself...

seb

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[Christopher Lam]

Thank you... so helpful.  Small typo in your jinja2 example script today Oct 2016. As you can tell I'm not a regular programmer.

-        {{ spl.value.__abs__() }} {% if spl.value < 0 %} --> {% else %} <-- {% endif %} {{ spl.account.fullname() }} : {{ spl.memo }}

+        {{ spl.value.__abs__() }} {% if spl.value < 0 %} --> {% else %} <-- {% endif %} {{ spl.account.fullname }} : {{ spl.memo }}

spl.account.fullname is not callable

[Christopher Lam]

PS still so grateful for piecash!
I have a feeling that custom reporting via pandas and jinja2 is the way forward, I will continue work on it in my spare time!