Hi there,
I've been experimenting hacking on the Fava web interface in order to
adapt it more to my needs. I think there is a possible path to unify the
different existing reports into a single more powerful report that could
fulfill existing needs while enabling additional use cases. Let me
elaborate.
A non-existing view in Fava that I would like to have for my monthly
personal income and expenses review would be a combination of Income
Statement and Account Report: The former allows to nicely compare
expenses against income. But that report unfortunately does not have a
time dimension: It only shows the total change in the filtered time
range, and it is cumbersome to put a given month into a historical
perspective without jumping around with the time filter.
The Account Report can break down changes/balances on a monthly or
weekly basis, allowing me to see how e.g. expenses for groceries and
shopping of last month compare to how much I typically spend. The
accompanying stacked bar chart is a great visual overview, but it only
does so for a single account (tree) though. I've seen requests on the
mailing list and in GH Issues to have an account report for multiple
account (trees) at once, which is what I was looking for.
I've been going through the Fava code to see whether I could hack
something together that either adds interval balances (or changes) to
the Income Statement or allows Account Reports for multiple accounts. At
which point I realized that all tree reports (Income Statement, Balance
Sheet, Trial Balance) already _are_ tree reports for multiple accounts -
they just calculate a total instead of interval numbers.
At this point I'm wondering whether it'd be worth working on a change
where the classes TreeReport and AccountReportTree from
src/fava/json_api.py are unified into a single new report class,
reporting on a list of 1..n accounts, always reporting interval
balances, optionally accumulated. The Income Statement would become an
Account Report for Income and Expenses (not sure exactly how Net Profit
could be modeled here yet), Balance Sheet an Account Report for Assets,
Liabilities and Equity; Trial Balance an Account Report for Assets,
Equity, Expenses, Income.
If I want a total for a year or a month, I can select "yearly" as the
interval and filter for a year. Or the interval selector gets and
additional option "total".
I think this could reduce some duplication in the backend and frontend
code while enabling more custom reports and better graphs for the
existing tree reports.
Before diving into an implementation and potentially opening a PR, I
wanted to hear thoughts from the community and/or maintainers about this
idea and possible obstacles that I may have missed. Curious to hear
y'all thoughts.
Best,
Benjamin
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