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lib: Hledger.Data.Journal: transactionAddPricesFromEquity -> transactionInferCostsFromEquity

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This commit is contained in:
Simon Michael 2023-01-19 09:22:55 -10:00
parent dfea6eaee2
commit 402b4265f8
2 changed files with 12 additions and 12 deletions
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5
hledger-lib/Hledger/Data/Journal.hs
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@ -880,10 +880,11 @@ journalAddInferredEquityPostings j = journalMapTransactions (transactionAddInfer
where
equityAcct = journalConversionAccount j
-- | Add inferred transaction prices from equity postings.
-- | Add costs inferred from equity postings, where needed and possible.
-- See hledger manual > Inferring cost from equity postings.
journalInferCosts :: Journal -> Either String Journal
journalInferCosts j = do
ts <- mapM (transactionAddPricesFromEquity $ jaccounttypes j) $ jtxns j
ts <- mapM (transactionInferCostsFromEquity $ jaccounttypes j) $ jtxns j
return j{jtxns=ts}
-- -- | Get this journal's unique, display-preference-canonicalised commodities, by symbol.

19
hledger-lib/Hledger/Data/Transaction.hs
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@ -28,7 +28,7 @@ module Hledger.Data.Transaction
, transactionApplyValuation
, transactionToCost
, transactionAddInferredEquityPostings
, transactionAddPricesFromEquity
, transactionInferCostsFromEquity
, transactionApplyAliases
, transactionMapPostings
, transactionMapPostingAmounts
@ -225,16 +225,15 @@ transactionAddInferredEquityPostings :: AccountName -> Transaction -> Transactio
transactionAddInferredEquityPostings equityAcct t =
t{tpostings=concatMap (postingAddInferredEquityPostings equityAcct) $ tpostings t}
-- | Add inferred transaction prices from equity postings. For every adjacent
-- pair of conversion postings, it will first search the postings with
-- transaction prices to see if any match. If so, it will tag it as matched.
-- If no postings with transaction prices match, it will then search the
-- postings without transaction prices, and will match the first such posting
-- which matches one of the conversion amounts. If it finds a match, it will
-- add a transaction price and then tag it.
-- | Add costs inferred from equity postings in this transaction.
-- For every adjacent pair of conversion postings, it will first search the postings
-- with costs to see if any match. If so, it will tag these as matched.
-- If no postings with costs match, it will then search the postings without costs,
-- and will match the first such posting which matches one of the conversion amounts.
-- If it finds a match, it will add a cost and then tag it.
type IdxPosting = (Int, Posting)
transactionAddPricesFromEquity :: M.Map AccountName AccountType -> Transaction -> Either String Transaction
transactionAddPricesFromEquity acctTypes t = first (annotateErrorWithTransaction t . T.unpack) $ do
transactionInferCostsFromEquity :: M.Map AccountName AccountType -> Transaction -> Either String Transaction
transactionInferCostsFromEquity acctTypes t = first (annotateErrorWithTransaction t . T.unpack) $ do
(conversionPairs, stateps) <- partitionPs npostings
f <- transformIndexedPostingsF addPricesToPostings conversionPairs stateps
return t{tpostings = map (snd . f) npostings}