fix: budget: handle transpose flag with commodity-columns (#1654)
Budget formatting is quite complicated since we must determine widths for each of the transposed columns
This commit is contained in:
Lawrence
Simon Michael
parent
a3c0c0cade
commit
277227acf8
@ -22,8 +22,8 @@ module Hledger.Reports.BudgetReport (
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where
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import Control.Applicative ((<|>))
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import Control.Arrow ((***))
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import Data.Decimal (roundTo)
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import Data.Default (def)
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import Data.Function (on)
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import Data.HashMap.Strict (HashMap)
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import qualified Data.HashMap.Strict as HM
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@ -58,8 +58,10 @@ type BudgetCell = (Maybe Change, Maybe BudgetGoal)
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type BudgetReportRow = PeriodicReportRow DisplayName BudgetCell
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type BudgetReport = PeriodicReport DisplayName BudgetCell
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type BudgetDisplayCell = (BudgetCell, (Int, Int, Int))
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type BudgetDisplayCell = (WideBuilder, Maybe (WideBuilder, Maybe WideBuilder))
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type BudgetDisplayRow = [BudgetDisplayCell]
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type BudgetShowMixed = MixedAmount -> [WideBuilder]
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type BudgetPercBudget = Change -> BudgetGoal -> [Maybe Percentage]
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-- | Calculate per-account, per-period budget (balance change) goals
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-- from all periodic transactions, calculate actual balance changes
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@ -215,8 +217,7 @@ combineBudgetAndActual ropts j
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budgetReportAsText :: ReportOpts -> BudgetReport -> TL.Text
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budgetReportAsText ropts@ReportOpts{..} budgetr = TB.toLazyText $
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TB.fromText title <> TB.fromText "\n\n" <>
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renderTableByRowsB def{tableBorders=False,prettyTable=pretty_tables_}
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renderCh renderRow displayTableWithWidths
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balanceReportTableAsText ropts (budgetReportAsTable ropts budgetr)
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where
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title = "Budget performance in " <> showDateSpan (periodicReportSpan budgetr)
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<> (case cost_ of
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@ -230,114 +231,154 @@ budgetReportAsText ropts@ReportOpts{..} budgetr = TB.toLazyText $
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Nothing -> "")
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<> ":"
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renderCh
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| not commodity_column_ = fmap (textCell TopRight)
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| otherwise = zipWith ($) (Tab.textCell TopLeft : repeat (Tab.textCell TopRight))
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-- | Add the second table below the first, discarding its column headings.
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concatTables (Table hLeft hTop dat) (Table hLeft' _ dat') =
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Table (Tab.Group SingleLine [hLeft, hLeft']) hTop (dat ++ dat')
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renderRow :: (Text, [((Int, Int, Int), BudgetDisplayCell)]) -> (Cell, [Cell])
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renderRow (rh, cells)
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| not commodity_column_ = (textCell TopLeft rh, fmap (uncurry showcell) cells)
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| otherwise =
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( textCell TopLeft rh
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, textsCell TopLeft cs : fmap (uncurry (showcell' cs)) cells)
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-- | Build a 'Table' from a multi-column balance report.
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budgetReportAsTable :: ReportOpts -> BudgetReport -> Table Text Text WideBuilder
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budgetReportAsTable
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ReportOpts{..}
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(PeriodicReport spans items tr) =
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maybetransposetable $
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addtotalrow $
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Table
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(Tab.Group NoLine $ map Header accts)
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(Tab.Group NoLine $ map Header colheadings)
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rows
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where
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colheadings = ["Commodity" | commodity_column_]
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++ map (reportPeriodName balanceaccum_ spans) spans
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++ [" Total" | row_total_]
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++ ["Average" | average_]
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-- FIXME. Have to check explicitly for which to render here, since
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-- budgetReport sets accountlistmode to ALTree. Find a principled way to do
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-- this.
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renderacct row = case accountlistmode_ of
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ALTree -> T.replicate ((prrDepth row - 1)*2) " " <> prrDisplayName row
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ALFlat -> accountNameDrop (drop_) $ prrFullName row
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addtotalrow
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| no_total_ = id
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| otherwise = let rh = Tab.Group NoLine $ map Header (replicate (length totalrows) "")
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ch = Header [] -- ignored
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in (`concatTables` Table rh ch totalrows)
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maybetranspose
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| transpose_ = transpose
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| otherwise = id
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maybetransposetable
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| transpose_ = \(Table rh ch vals) -> Table ch rh (transpose vals)
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| otherwise = id
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(accts, rows, totalrows) = (accts, prependcs itemscs (padcells texts), prependcs trcs (padtr trtexts))
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where
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cs = S.toList . foldl' S.union mempty
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. fmap (budgetCellCommodities . fst . snd) $ cells
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shownitems :: [[(AccountName, WideBuilder, BudgetDisplayRow)]]
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shownitems = (fmap (\i -> fmap (\(cs, cvals) -> (renderacct i, cs, cvals)) . showrow $ rowToBudgetCells i) items)
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(accts, itemscs, texts) = unzip3 $ concat shownitems
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showntr :: [[(WideBuilder, BudgetDisplayRow)]]
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showntr = [showrow $ rowToBudgetCells tr]
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(trcs, trtexts) = unzip $ concat showntr
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trwidths
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| transpose_ = snd $ splitAt (length texts) widths
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| otherwise = widths
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padcells = maybetranspose . fmap (fmap (uncurry paddisplaycell) . zip widths) . maybetranspose
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padtr = maybetranspose . fmap (fmap (uncurry paddisplaycell) . zip trwidths) . maybetranspose
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-- commodities are shown with the amounts without `commodity-column`
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prependcs cs
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| commodity_column_ = zipWith (:) cs
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| otherwise = id
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rowToBudgetCells (PeriodicReportRow _ as rowtot rowavg) = as
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++ [rowtot | row_total_ && not (null as)]
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++ [rowavg | average_ && not (null as)]
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-- functions for displaying budget cells depending on `commodity-column` flag
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rowfuncs :: [CommoditySymbol] -> (BudgetShowMixed, BudgetPercBudget)
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rowfuncs cs
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| not commodity_column_ =
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( pure . showMixedAmountB oneLine{displayColour=color_, displayMaxWidth=Just 32}
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, \a -> pure . percentage a)
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| otherwise =
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( showMixedAmountLinesB noPrice{displayOrder=Just cs, displayMinWidth=Nothing, displayColour=color_}
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, \a b -> fmap (percentage' a b) cs)
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showrow :: [BudgetCell] -> [(WideBuilder, BudgetDisplayRow)]
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showrow row =
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let cs = budgetCellsCommodities row
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(showmixed, percbudget) = rowfuncs cs
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in zip (fmap wbFromText cs)
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. transpose
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. fmap (showcell showmixed percbudget)
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$ row
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budgetCellsCommodities = S.toList . foldl' S.union mempty . fmap budgetCellCommodities
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budgetCellCommodities :: BudgetCell -> S.Set CommoditySymbol
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budgetCellCommodities (am, bm) = f am `S.union` f bm
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where f = maybe mempty maCommodities
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displayTableWithWidths :: Table Text Text ((Int, Int, Int), BudgetDisplayCell)
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displayTableWithWidths = Table rh ch $ map (zipWith (,) widths) displaycells
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Table rh ch displaycells = case budgetReportAsTable ropts budgetr of
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Table rh' ch' vals -> maybetranspose . Table rh' ch' $ map (map cellWidth) vals
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showNorm = showMixedAmountB oneLine{displayColour=color_, displayMaxWidth=Just 32}
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cellWidth :: BudgetCell -> BudgetDisplayCell
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cellWidth cell@(actual, budget) =
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let (showF, budgetF)
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| not commodity_column_ = (showamt , budgetAndPerc)
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| otherwise = (showamt', budgetAndPerc')
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(bam, bp) = fromMaybe (0, 0) $ budgetF <$> budget
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in (cell, (showF actual', bam, bp))
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where
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actual' = fromMaybe nullmixedamt actual
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budgetAndPerc b = (showamt b, fromMaybe 0 $ showper <$> percentage actual' b)
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showamt = wbWidth . showNorm
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showper = T.length . showperc
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cs = S.toList $ budgetCellCommodities cell
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showComm amt = showMixedAmountLinesB noPrice{displayOrder = Just cs} amt
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showamt' = maximum' . fmap wbWidth . showComm
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budgetAndPerc' b = (showamt' b, maximum' $ fmap (fromMaybe 0 . fmap showper . percentage' actual' b) cs)
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cellswidth :: [BudgetCell] -> [[(Int, Int, Int)]]
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cellswidth row =
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let cs = budgetCellsCommodities row
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(showmixed, percbudget) = rowfuncs cs
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disp = showcell showmixed percbudget
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budgetpercwidth = wbWidth *** maybe 0 wbWidth
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cellwidth (am, bm) = let (bw, pw) = maybe (0, 0) budgetpercwidth bm in (wbWidth am, bw, pw)
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in fmap (fmap cellwidth . disp) row
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-- build a list of widths for each column. In the case of transposed budget
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-- reports, the total 'row' must be included in this list
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widths = zip3 actualwidths budgetwidths percentwidths
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actualwidths = map (maximum' . map (first3 . snd)) cols
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budgetwidths = map (maximum' . map (second3 . snd)) cols
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percentwidths = map (maximum' . map (third3 . snd)) cols
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cols = transpose displaycells
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-- XXX lay out actual, percentage and/or goal in the single table cell for now, should probably use separate cells
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showcell :: (Int, Int, Int) -> BudgetDisplayCell -> Cell
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showcell abs@(actualwidth, _, _) ((actual, mbudget), dim@(wa, _, _)) =
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Cell TopRight [WideBuilder ( TB.fromText (T.replicate (actualwidth - wa) " ")
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<> TB.fromText (toText actual')
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<> budgetstr abs dim (budgetAndPerc <$> mbudget)
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) (actualwidth + totalbudgetwidth)]
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where
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toText = TL.toStrict . TB.toLazyText . wbBuilder . showNorm
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actual' = fromMaybe nullmixedamt actual
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budgetAndPerc b = (toText b, showperc <$> percentage actual' b)
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actualwidths = map (maximum' . map first3 ) $ cols
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budgetwidths = map (maximum' . map second3) $ cols
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percentwidths = map (maximum' . map third3 ) $ cols
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catcolumnwidths = foldl (\l a -> zipWith (++) l a) (repeat [])
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cols = maybetranspose $ catcolumnwidths $ map (cellswidth . rowToBudgetCells) items ++ [cellswidth $ rowToBudgetCells tr]
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(_, totalbudgetwidth) = budgetw abs
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showcell' :: [CommoditySymbol] -> (Int, Int, Int) -> BudgetDisplayCell -> Cell
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showcell' cs abs@(actualwidth, _, _) ((actual, mbudget), _) = Cell TopRight full
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-- split a BudgetCell into BudgetDisplayCell's (one per commodity when applicable)
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showcell :: BudgetShowMixed -> BudgetPercBudget -> BudgetCell -> BudgetDisplayRow
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showcell showmixed percbudget (actual, mbudget) = zip (showmixed actual') full
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where
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showComm = showMixedAmountLinesB noPrice{displayOrder = Just cs}
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actual' = fromMaybe nullmixedamt actual
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toPadded (WideBuilder b w) =
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(TB.fromText . flip T.replicate " " $ actualwidth - w) <> b
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paddedActual = fmap toPadded $ showComm actual'
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(_, totalbudgetwidth) = budgetw abs
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budgetAndPerc :: MixedAmount -> [TB.Builder]
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budgetAndPerc = fmap toBudgetStr . uncurry zip . toText
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where
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toBudgetStr t@(b, mp) =
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let bt = if b == "0" then Nothing else Just t
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in budgetstr abs (0, textWidth b, maybe 0 textWidth mp) bt
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toText b =
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( fmap (TL.toStrict . TB.toLazyText . wbBuilder) $ showComm b
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, fmap (fmap showperc . percentage' actual' b) cs
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)
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full :: [WideBuilder]
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full = fmap (flip WideBuilder (actualwidth + totalbudgetwidth)) $
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zipWith (<>) paddedActual (fromMaybe (repeat (TB.fromText $ T.replicate totalbudgetwidth " ")) $ fmap budgetAndPerc mbudget)
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budgetw (_, budgetwidth, percentwidth) =
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let totalpercentwidth = if percentwidth == 0 then 0 else percentwidth + 5
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in ( totalpercentwidth
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, if budgetwidth == 0 then 0 else budgetwidth + totalpercentwidth + 3
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budgetAndPerc b = uncurry zip
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( showmixed b
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, fmap (fmap (wbFromText . T.pack . show . roundTo 0)) $ percbudget actual' b
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)
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-- | Display a padded budget string
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budgetstr abs@(_, budgetwidth, percentwidth) (_, wb, wp) mbudget =
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TB.fromText $ case mbudget of
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Nothing -> T.replicate totalbudgetwidth " "
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Just (budget, Nothing) -> " [" <> T.replicate totalpercentwidth " " <> T.replicate (budgetwidth - wb) " " <> budget <> "]"
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Just (budget, Just pct) -> " [" <> T.replicate (percentwidth - wp) " " <> pct <> "% of " <> T.replicate (budgetwidth - wb) " " <> budget <> "]"
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full
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| Just b <- mbudget = fmap Just $ budgetAndPerc b
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| otherwise = repeat Nothing
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where (totalpercentwidth, totalbudgetwidth) = budgetw abs
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paddisplaycell :: (Int, Int, Int) -> BudgetDisplayCell -> WideBuilder
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paddisplaycell (actualwidth, budgetwidth, percentwidth) (actual, mbudget) = full
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where
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toPadded (WideBuilder b w) =
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(TB.fromText . flip T.replicate " " $ actualwidth - w) <> b
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showperc :: Percentage -> Text
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showperc = T.pack . show . roundTo 0
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(totalpercentwidth, totalbudgetwidth) =
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let totalpercentwidth = if percentwidth == 0 then 0 else percentwidth + 5
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in ( totalpercentwidth
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, if budgetwidth == 0 then 0 else budgetwidth + totalpercentwidth + 3
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)
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-- | Display a padded budget string
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budgetb (budget, perc) =
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let perct = case perc of
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Nothing -> T.replicate totalpercentwidth " "
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Just pct -> T.replicate (percentwidth - wbWidth pct) " " <> wbToText pct <> "% of "
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in TB.fromText $ " [" <> perct <> T.replicate (budgetwidth - wbWidth budget) " " <> wbToText budget <> "]"
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emptyBudget = TB.fromText $ T.replicate totalbudgetwidth " "
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full = flip WideBuilder (actualwidth + totalbudgetwidth) $
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toPadded actual <> maybe emptyBudget budgetb mbudget
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-- | Calculate the percentage of actual change to budget goal to show, if any.
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-- If valuing at cost, both amounts are converted to cost before comparing.
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@ -357,46 +398,11 @@ budgetReportAsText ropts@ReportOpts{..} budgetr = TB.toLazyText $
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NoCost -> amounts
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-- | Calculate the percentage of actual change to budget goal for a particular commodity
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percentage' :: MixedAmount -> MixedAmount -> CommoditySymbol -> Maybe Percentage
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percentage' :: Change -> BudgetGoal -> CommoditySymbol -> Maybe Percentage
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percentage' am bm c = case ((,) `on` find ((==) c . acommodity) . amounts) am bm of
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(Just a, Just b) -> percentage (mixedAmount a) (mixedAmount b)
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_ -> Nothing
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maybetranspose | transpose_ = \(Table rh ch vals) -> Table ch rh (transpose vals)
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| otherwise = id
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-- | Build a 'Table' from a multi-column balance report.
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budgetReportAsTable :: ReportOpts -> BudgetReport -> Table Text Text (Maybe MixedAmount, Maybe MixedAmount)
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budgetReportAsTable
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ropts@ReportOpts{balanceaccum_}
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(PeriodicReport spans rows (PeriodicReportRow _ coltots grandtot grandavg)) =
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addtotalrow $
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Table
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(Tab.Group NoLine $ map Header accts)
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(Tab.Group NoLine $ map Header colheadings)
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(map rowvals rows)
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where
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colheadings = ["Commodity" | commodity_column_ ropts]
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++ map (reportPeriodName balanceaccum_ spans) spans
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++ [" Total" | row_total_ ropts]
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++ ["Average" | average_ ropts]
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accts = map renderacct rows
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-- FIXME. Have to check explicitly for which to render here, since
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-- budgetReport sets accountlistmode to ALTree. Find a principled way to do
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-- this.
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renderacct row = case accountlistmode_ ropts of
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ALTree -> T.replicate ((prrDepth row - 1)*2) " " <> prrDisplayName row
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ALFlat -> accountNameDrop (drop_ ropts) $ prrFullName row
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rowvals (PeriodicReportRow _ as rowtot rowavg) =
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as ++ [rowtot | row_total_ ropts] ++ [rowavg | average_ ropts]
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addtotalrow
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| no_total_ ropts = id
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| otherwise = (+----+ (row "" $
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coltots ++ [grandtot | row_total_ ropts && not (null coltots)]
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++ [grandavg | average_ ropts && not (null coltots)]
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))
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-- XXX generalise this with multiBalanceReportAsCsv ?
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-- | Render a budget report as CSV. Like multiBalanceReportAsCsv,
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-- but includes alternating actual and budget amount columns.
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@ -27,6 +27,7 @@ module Hledger.Reports.MultiBalanceReport (
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getPostings,
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startingBalances,
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generateMultiBalanceReport,
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balanceReportTableAsText,
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-- -- * Tests
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tests_MultiBalanceReport
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@ -47,6 +48,11 @@ import Data.Semigroup (sconcat)
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import Data.Time.Calendar (Day, fromGregorian)
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import Safe (lastDef, minimumMay)
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import Data.Default (def)
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import qualified Data.Text as T
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import qualified Data.Text.Lazy.Builder as TB
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import qualified Text.Tabular.AsciiWide as Tab
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import Hledger.Data
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import Hledger.Query
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import Hledger.Utils hiding (dbg3,dbg4,dbg5)
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@ -555,6 +561,25 @@ cumulativeSum :: (DateSpan -> Account -> Account) -> Account -> Map DateSpan Acc
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cumulativeSum value start = snd . M.mapAccumWithKey accumValued start
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where accumValued startAmt date newAmt = let s = sumAcct startAmt newAmt in (s, value date s)
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-- | Given a table representing a multi-column balance report (for example,
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-- made using 'balanceReportAsTable'), render it in a format suitable for
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-- console output. Amounts with more than two commodities will be elided
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-- unless --no-elide is used.
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balanceReportTableAsText :: ReportOpts -> Tab.Table T.Text T.Text WideBuilder -> TB.Builder
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balanceReportTableAsText ReportOpts{..} =
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Tab.renderTableByRowsB def{Tab.tableBorders=False, Tab.prettyTable=pretty_tables_} renderCh renderRow
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where
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renderCh
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| not commodity_column_ || transpose_ = fmap (Tab.textCell Tab.TopRight)
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| otherwise = zipWith ($) (Tab.textCell Tab.TopLeft : repeat (Tab.textCell Tab.TopRight))
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renderRow (rh, row)
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| not commodity_column_ || transpose_ =
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(Tab.textCell Tab.TopLeft rh, fmap (Tab.Cell Tab.TopRight . pure) row)
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| otherwise =
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(Tab.textCell Tab.TopLeft rh, zipWith ($) (Tab.Cell Tab.TopLeft : repeat (Tab.Cell Tab.TopRight)) (fmap pure row))
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-- tests
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tests_MultiBalanceReport = tests "MultiBalanceReport" [
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@ -678,25 +678,6 @@ balanceReportAsTable opts@ReportOpts{average_, row_total_, balanceaccum_}
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maybetranspose | transpose_ opts = \(Table rh ch vals) -> Table ch rh (transpose vals)
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| otherwise = id
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-- | Given a table representing a multi-column balance report (for example,
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-- made using 'balanceReportAsTable'), render it in a format suitable for
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-- console output. Amounts with more than two commodities will be elided
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-- unless --no-elide is used.
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balanceReportTableAsText :: ReportOpts -> Table T.Text T.Text WideBuilder -> TB.Builder
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balanceReportTableAsText ReportOpts{..} =
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Tab.renderTableByRowsB def{tableBorders=False, prettyTable=pretty_tables_} renderCh renderRow
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where
|
||||
renderCh
|
||||
| not commodity_column_ || transpose_ = fmap (Tab.textCell TopRight)
|
||||
| otherwise = zipWith ($) (Tab.textCell TopLeft : repeat (Tab.textCell TopRight))
|
||||
|
||||
renderRow :: (T.Text, [WideBuilder]) -> (Cell, [Cell])
|
||||
renderRow (rh, row)
|
||||
| not commodity_column_ || transpose_ =
|
||||
(Tab.textCell TopLeft rh, fmap (Cell TopRight . pure) row)
|
||||
| otherwise =
|
||||
(Tab.textCell TopLeft rh, zipWith ($) (Cell TopLeft : repeat (Cell TopRight)) (fmap pure row))
|
||||
|
||||
multiBalanceRowAsWbs :: AmountDisplayOpts -> ReportOpts -> PeriodicReportRow a MixedAmount -> [[WideBuilder]]
|
||||
multiBalanceRowAsWbs bopts ReportOpts{..} (PeriodicReportRow _ as rowtot rowavg)
|
||||
| not commodity_column_ = [fmap (showMixedAmountB bopts) all]
|
||||
|
||||
Loading…
Reference in New Issue
Block a user