Implement Export to PDF #3

nlogozzo · 2022-10-30T01:26:20Z

No description provided.

nlogozzo · 2022-11-14T03:14:22Z

RuboGubo · 2022-11-25T23:03:12Z

For ideas that might be good to graph:
I think that the application should give two sections to the PDF "Report". It should provide a summary page, with simple data such as:

Total Income vs. Total Expenses.
Percentage of money in assets/how assets are doing (if this is ever supported)
etc.

While the further pages should contain more advanced information and graphs, which could be useful for people who are using this application as a way to manage a company/more complex finances. These sort of more advanced statistics would be a good step forward if the aim of this application was to replace non FOSS accounting software.
An example of a "more advanced statistic" would be a break down of losses (e.g. inflation, spending and investment returns (if this is ever supported)).

Another option should be to remove hard financial figures, and replace them with percentages, allowing the user to share their financial data, without relieving their wealth, which would be a good extra feature.

I also thing that it would be a good idea to present this data in-app. Either way, I'll look into some more ideas
that would be good to implement.

zhrexl · 2022-11-26T12:15:57Z

I also thing that it would be a good idea to present this data in-app. Either way, I'll look into some more ideas that would be good to implement.

An initial page with graphs like a dashboard would be really great. One graph with my expenses as an example would help me see where I'm using more money in a faster way in comparison with other groups (medicines, travels, food, etc.).

nlogozzo · 2022-11-26T15:04:08Z

You can track PDF progress on this branch: https://github.com/nlogozzo/NickvisionMoney/tree/pdf-reports

So far we have a basic blank page:

Test.pdf

If someone would like to open the PDF in LibreOffice Draw and create a mockup of how you would like everything drawn out that would be nice :)

I know @fsobolev is great at UI design but idk about Document Design 😄

RuboGubo · 2022-11-26T16:09:29Z

A question i would have for the PDF is if it should follow the GNOME Style? I personally think so, but at the same time applications like apostrophe don't, so I guess it is up for debate?

nlogozzo · 2022-11-26T17:10:47Z

A question i would have for the PDF is if it should follow the GNOME Style? I personally think so, but at the same time applications like apostrophe don't, so I guess it is up for debate?

I don't really know how to create a "GNOME-Styled" PDF since all i can draw are lines and text.
The most i could do is use the default gnome font for the PDF.

RuboGubo · 2022-11-26T18:49:29Z

Oh, that is understandable, but will you be able to plot graphs?

nlogozzo · 2022-11-26T18:53:15Z

I should be able to although I may need to draw the whole graph manually. I'm using libharu as the pdf library, which I'm slowly learning as I go along.

nlogozzo · 2022-11-26T19:21:19Z

Love drawing PDFs with C code 😆

//Initialize PDF
HPDF_Doc pdf{ HPDF_New([](HPDF_STATUS, HPDF_STATUS, void* data){ *reinterpret_cast<bool*>(data) = false; }, &success) };
//First Page
HPDF_Page page1{ HPDF_AddPage(pdf) };
HPDF_Page_SetSize(page1, HPDF_PAGE_SIZE_LETTER, HPDF_PAGE_PORTRAIT);
//First Page - Main Box
HPDF_Page_SetLineWidth(page1, 0.5);
HPDF_Page_Rectangle(page1, 10, 10, HPDF_Page_GetWidth(page1) - 20, HPDF_Page_GetHeight(page1) - 20);
HPDF_Page_Stroke(page1);
//First Page - Font
HPDF_Font fontTitle{ HPDF_GetFont(pdf, "Helvetica", nullptr) };
//First Page - Title
HPDF_Page_SetFontAndSize(page1, fontTitle, 11);
HPDF_Page_BeginText(page1);
HPDF_Page_MoveTextPos(page1, 14, HPDF_Page_GetHeight(page1) - 24);
HPDF_Page_ShowText(page1, std::filesystem::path(m_path).filename().c_str());
HPDF_Page_EndText(page1);
//First Page - Icon
HPDF_Image imageIcon{ HPDF_LoadJpegImageFromFile(pdf, pathToSymbolicIcon.c_str()) };
HPDF_Page_DrawImage(page1, imageIcon, HPDF_Page_GetWidth(page1) - 50, HPDF_Page_GetHeight(page1) - 50, 32, 32);
//First Page - Income
HPDF_Page_SetFontAndSize(page1, fontTitle, 9);
HPDF_Page_BeginText(page1);
HPDF_Page_MoveTextPos(page1, 20, HPDF_Page_GetHeight(page1) - 54);
HPDF_Page_ShowText(page1, std::string("Income: " + MoneyHelpers::boostMoneyToLocaleString(getIncome(), locale)).c_str());
HPDF_Page_EndText(page1);
//First Page - Expense
HPDF_Page_BeginText(page1);
HPDF_Page_MoveTextPos(page1,20, HPDF_Page_GetHeight(page1) - 70);
HPDF_Page_ShowText(page1, std::string("Expense: " + MoneyHelpers::boostMoneyToLocaleString(getExpense(), locale)).c_str());
HPDF_Page_EndText(page1);
//First Page - Total
HPDF_Page_BeginText(page1);
HPDF_Page_MoveTextPos(page1, 20, HPDF_Page_GetHeight(page1) - 86);
HPDF_Page_ShowText(page1, std::string("Total: " + MoneyHelpers::boostMoneyToLocaleString(getTotal(), locale)).c_str());
HPDF_Page_EndText(page1);
//Save and Close PDF
HPDF_SaveToFile(pdf, path.c_str());
HPDF_Free(pdf);

RuboGubo · 2022-11-26T19:22:12Z

That, is an impressive amount of code.

…

On Sat, Nov 26 2022 at 11:21:29 -0800, Nick Logozzo ***@***.***> wrote: <https://user-images.githubusercontent.com/17648453/204105658-71af6b4b-d959-4bf8-966e-fa11848f0c60.png> Love drawing PDFs with C code 😆 //Initialize PDF HPDF_Doc pdf{ HPDF_New([](HPDF_STATUS, HPDF_STATUS, void* data){ *reinterpret_cast<bool*>(data) = false; }, &success) }; //First Page HPDF_Page page1{ HPDF_AddPage(pdf) }; HPDF_Page_SetSize(page1, HPDF_PAGE_SIZE_LETTER, HPDF_PAGE_PORTRAIT); //First Page - Main Box HPDF_Page_SetLineWidth(page1, 0.5); HPDF_Page_Rectangle(page1, 10, 10, HPDF_Page_GetWidth(page1) - 20, HPDF_Page_GetHeight(page1) - 20); HPDF_Page_Stroke(page1); //First Page - Font HPDF_Font fontTitle{ HPDF_GetFont(pdf, "Helvetica", nullptr) }; //First Page - Title HPDF_Page_SetFontAndSize(page1, fontTitle, 11); HPDF_Page_BeginText(page1); HPDF_Page_MoveTextPos(page1, 14, HPDF_Page_GetHeight(page1) - 24); HPDF_Page_ShowText(page1, std::filesystem::path(m_path).filename().c_str()); HPDF_Page_EndText(page1); //First Page - Icon HPDF_Image imageIcon{ HPDF_LoadJpegImageFromFile(pdf, pathToSymbolicIcon.c_str()) }; HPDF_Page_DrawImage(page1, imageIcon, HPDF_Page_GetWidth(page1) - 50, HPDF_Page_GetHeight(page1) - 50, 32, 32); //First Page - Income HPDF_Page_SetFontAndSize(page1, fontTitle, 9); HPDF_Page_BeginText(page1); HPDF_Page_MoveTextPos(page1, 20, HPDF_Page_GetHeight(page1) - 54); HPDF_Page_ShowText(page1, std::string("Income: " + MoneyHelpers::boostMoneyToLocaleString(getIncome(), locale)).c_str()); HPDF_Page_EndText(page1); //First Page - Expense HPDF_Page_BeginText(page1); HPDF_Page_MoveTextPos(page1,20, HPDF_Page_GetHeight(page1) - 70); HPDF_Page_ShowText(page1, std::string("Expense: " + MoneyHelpers::boostMoneyToLocaleString(getExpense(), locale)).c_str()); HPDF_Page_EndText(page1); //First Page - Total HPDF_Page_BeginText(page1); HPDF_Page_MoveTextPos(page1, 20, HPDF_Page_GetHeight(page1) - 86); HPDF_Page_ShowText(page1, std::string("Total: " + MoneyHelpers::boostMoneyToLocaleString(getTotal(), locale)).c_str()); HPDF_Page_EndText(page1); //Save and Close PDF HPDF_SaveToFile(pdf, path.c_str()); HPDF_Free(pdf); — Reply to this email directly, view it on GitHub <#3 (comment)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/ARSOFBJTXUARJWYFHTUHIADWKJPLTANCNFSM6AAAAAARSBKZFQ>. You are receiving this because you commented.Message ID: ***@***.***>

CoderThomasB · 2022-11-26T23:21:45Z

The PHP library FPDF has a lot of examples of scripts that you might find helpful as a reference/resource when making the pdf generation tool.

http://www.fpdf.org/en/script/ex20.pdf
http://www.fpdf.org/en/script/script20.php
http://www.fpdf.org/en/script/ex101.pdf
http://www.fpdf.org/en/script/script101.php
http://www.fpdf.org/en/script/index.php
http://www.fpdf.org/

While it is a completely different library in a completely different languish, I hope that you will find something there that might help you.

zhrexl · 2022-11-26T23:56:44Z

Love drawing PDFs with C code laughing

I can help you write a wrapper around that! It would be great if someone could make or find a beautiful template for financial information.

I'll be able to work on it after Dec 8th in case you haven't done it by then.

nlogozzo · 2022-11-27T05:04:22Z

Love drawing PDFs with C code laughing

I can help you write a wrapper around that! It would be great if someone could make or find a beautiful template for financial information.

I'll be able to work on it after Dec 8th in case you haven't done it by then.

Thanks for the idea! I built a light wrapper for a PDF page and document that I am building as I go along.

PDFDocument
PDFPage

vanillajonathan · 2022-12-06T13:55:32Z

Perhaps the diagram could also be drawn in the application using the DrawingArea widget.

ghost · 2022-12-29T14:09:28Z

report_template.odt

I know this is low-effort production but see if this inspires you. Public domain/CC-BY.

Pros:

Data on this template can be edited by LibreOffice Draw
custom changes can be easily made

ghost · 2022-12-30T02:09:14Z

Here's some information that could be generated and used.

Basic, doesn't require new function

Income-Expense Ratio
Average Income/day
Average Expense/day
Net Income
Top Expense Groups

These could be calculated by the selected range

Extensions---would require new function(s) and may not be useful for some users

Overdraft | requires (saving) target
Debts | requires data type "debts" #90
Foreign Currency Balance | requires foreign currency (re-)support #128 
Estimated Credit Interest | requires input of interest rate

There's 12 columns in the report template. The basics ones requires 7 columns (assuming Top Expense Group lists 3). Or we could use every other column.

The indent of the income and expense could be modified from -0.06 (both before-text and after) to -0.16 to fit 100 vertical bar for easier calculation. You'd need to change the indent of "income" and "expense" to -0.10 before-text as well.

fsobolev · 2022-12-30T02:32:48Z

Foreign Currency Balance | requires foreign currency (re-)support #128

Custom currency option shown in #128 is not about additional currency for an account, but about setting a currency that is not the one defined by a user locale. And even if we would add ability to show balance in multiple currencies, it's very problematic to convert (see #130 (comment)).

ghost · 2022-12-30T02:46:10Z

And even if we would add ability to show balance in multiple currencies, it's very problematic to convert (see #130 (comment)).

It's not about converting to local currency. That's another feature (Local currency equivalent). We could instead just use the currency sign (take £ as example) and display it like £300.00. I guess this is common in saving accounts?

And for the multiple currencies part, it could probably be a hidden group (sorry I only know a bit python so can't really help there)

report_template.odt
report_template.pdf
I can make one in landscape too if you need

nlogozzo · 2023-01-09T06:01:00Z

Feature all most done! Just need to find a place to put receipt images.

(Fancy reporting with graphs and PDFs for reports will come in a future version. I'll make an issue to track that soon)

nlogozzo · 2023-01-10T04:52:01Z

https://github.com/nlogozzo/NickvisionMoney/releases/tag/2023.1.0-rc1

ghost · 2023-02-26T12:27:41Z

I'm sorry, but is this feature implemented? I cannot find it in the app.

fsobolev · 2023-02-26T12:44:10Z

I'm sorry, but is this feature implemented? I cannot find it in the app.

Yes, it is, open an account -> "Actions" menu -> "Export to File" -> "PDF"

ghost · 2023-02-26T12:49:20Z

Thanks!

vanillajonathan · 2023-06-22T21:34:31Z

Maybe the PDF could include diagrams?

A pie chart that shows expenses for each group.

A line chart that shows expenses for each month.

A heat map that shows expenses for every day of the year.

nlogozzo · 2023-06-22T21:35:21Z

Maybe the PDF could include diagrams?

A pie chart that shows expenses for each group.

A line chart that shows expenses for each month.

A heat map that shows expenses for every day of the year.

That will come with #289

nlogozzo added the feature New feature or request label Oct 30, 2022

nlogozzo added this to the V2022.11.2 milestone Nov 24, 2022

RuboGubo mentioned this issue Nov 26, 2022

All the missing features... #90

Closed

nlogozzo modified the milestones: V2022.12.0, V2023.1.0 Dec 21, 2022

nlogozzo mentioned this issue Dec 28, 2022

Show all expenses #142

Closed

nlogozzo self-assigned this Dec 30, 2022

ghost mentioned this issue Dec 31, 2022

Allow linking receipts to a transaction #145

Closed

nlogozzo changed the title ~~Implement Cool PDF Reports and Graphs~~ Implement Export to PDF Jan 9, 2023

nlogozzo mentioned this issue Jan 9, 2023

Implement Export to PDF #194

Merged

nlogozzo closed this as completed in #194 Jan 9, 2023

nlogozzo added the in-beta This issue is fixed in a beta version label Jan 10, 2023

fsobolev mentioned this issue Feb 6, 2023

Diagrams / Pie charts #289

Closed

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Implement Export to PDF #3

Implement Export to PDF #3

nlogozzo commented Oct 30, 2022

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zhrexl commented Nov 26, 2022

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nlogozzo commented Jun 22, 2023

Implement Export to PDF #3

Implement Export to PDF #3

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nlogozzo commented Oct 30, 2022

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