;lib: balanceReport cleanup

This commit is contained in:
Simon Michael 2019-05-05 09:57:03 -07:00
parent f4b0381043
commit 1ad82d5b77

View File

@ -64,23 +64,23 @@ flatShowsExclusiveBalance = True
-- This is like PeriodChangeReport with a single column (but more mature,
-- eg this can do hierarchical display).
balanceReport :: ReportOpts -> Query -> Journal -> BalanceReport
balanceReport opts q j =
(if invert_ opts then brNegate else id) $
(if value_ opts then brValue opts j else id) $
balanceReport ropts@ReportOpts{..} q j =
(if invert_ then brNegate else id) $
(if value_ then brValue ropts j else id) $
(sorteditems, total)
where
-- dbg1 = const id -- exclude from debug output
dbg1 s = let p = "balanceReport" in Hledger.Utils.dbg1 (p++" "++s) -- add prefix in debug output
-- Get all the summed accounts & balances, according to the query, as an account tree.
accts = ledgerRootAccount $ ledgerFromJournal q $ journalSelectingAmountFromOpts opts j
accts = ledgerRootAccount $ ledgerFromJournal q $ journalSelectingAmountFromOpts ropts j
-- Modify this tree for display - depth limit, boring parents, zeroes - and convert to a list.
displayaccts :: [Account]
| queryDepth q == 0 =
dbg1 "accts" $
take 1 $ clipAccountsAndAggregate (queryDepth q) $ flattenAccounts accts
| flat_ opts = dbg1 "accts" $
| flat_ ropts = dbg1 "accts" $
filterzeros $
filterempty $
drop 1 $ clipAccountsAndAggregate (queryDepth q) $ flattenAccounts accts
@ -89,44 +89,44 @@ balanceReport opts q j =
drop 1 $ flattenAccounts $
markboring $
prunezeros $
sortAccountTreeByAmount (fromMaybe NormallyPositive $ normalbalance_ opts) $
sortAccountTreeByAmount (fromMaybe NormallyPositive normalbalance_) $
clipAccounts (queryDepth q) accts
where
balance = if flat_ opts then aebalance else aibalance
filterzeros = if empty_ opts then id else filter (not . isZeroMixedAmount . balance)
balance = if flat_ ropts then aebalance else aibalance
filterzeros = if empty_ then id else filter (not . isZeroMixedAmount . balance)
filterempty = filter (\a -> anumpostings a > 0 || not (isZeroMixedAmount (balance a)))
prunezeros = if empty_ opts then id else fromMaybe nullacct . pruneAccounts (isZeroMixedAmount . balance)
markboring = if no_elide_ opts then id else markBoringParentAccounts
prunezeros = if empty_ then id else fromMaybe nullacct . pruneAccounts (isZeroMixedAmount . balance)
markboring = if no_elide_ then id else markBoringParentAccounts
-- Make a report row for each account.
items = dbg1 "items" $ map (balanceReportItem opts q) displayaccts
items = dbg1 "items" $ map (balanceReportItem ropts q) displayaccts
-- Sort report rows (except sorting by amount in tree mode, which was done above).
sorteditems
| sort_amount_ opts && tree_ opts = items
| sort_amount_ opts = sortFlatBRByAmount items
| otherwise = sortBRByAccountDeclaration items
| sort_amount_ && tree_ ropts = items
| sort_amount_ = sortFlatBRByAmount items
| otherwise = sortBRByAccountDeclaration items
where
-- Sort the report rows, representing a flat account list, by row total.
sortFlatBRByAmount :: [BalanceReportItem] -> [BalanceReportItem]
sortFlatBRByAmount = sortBy (maybeflip $ comparing (normaliseMixedAmountSquashPricesForDisplay . fourth4))
where
maybeflip = if normalbalance_ opts == Just NormallyNegative then id else flip
maybeflip = if normalbalance_ == Just NormallyNegative then id else flip
-- Sort the report rows by account declaration order then account name.
sortBRByAccountDeclaration :: [BalanceReportItem] -> [BalanceReportItem]
sortBRByAccountDeclaration rows = sortedrows
where
anamesandrows = [(first4 r, r) | r <- rows]
anames = map fst anamesandrows
sortedanames = sortAccountNamesByDeclaration j (tree_ opts) anames
sortedanames = sortAccountNamesByDeclaration j (tree_ ropts) anames
sortedrows = sortAccountItemsLike sortedanames anamesandrows
-- Calculate the grand total.
total | not (flat_ opts) = dbg1 "total" $ sum [amt | (_,_,indent,amt) <- items, indent == 0]
| otherwise = dbg1 "total" $
if flatShowsExclusiveBalance
then sum $ map fourth4 items
else sum $ map aebalance $ clipAccountsAndAggregate 1 displayaccts
total | not (flat_ ropts) = dbg1 "total" $ sum [amt | (_,_,indent,amt) <- items, indent == 0]
| otherwise = dbg1 "total" $
if flatShowsExclusiveBalance
then sum $ map fourth4 items
else sum $ map aebalance $ clipAccountsAndAggregate 1 displayaccts
-- | A sorting helper: sort a list of things (eg report rows) keyed by account name
-- to match the provided ordering of those same account names.