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ref: journalFinalise: clarify sequence, top to bottom

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Simon Michael 2022-01-29 22:22:11 -10:00
parent 91441bad8f
commit 885a4fcfec
1 changed files with 22 additions and 36 deletions
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58
hledger-lib/Hledger/Read/Common.hs
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@ -317,42 +317,28 @@ parseAndFinaliseJournal' parser iopts f txt = do
-- - check all commodities have been declared if in strict mode -- - check all commodities have been declared if in strict mode
-- --
journalFinalise :: InputOpts -> FilePath -> Text -> ParsedJournal -> ExceptT String IO Journal journalFinalise :: InputOpts -> FilePath -> Text -> ParsedJournal -> ExceptT String IO Journal
journalFinalise iopts@InputOpts{auto_,infer_equity_,balancingopts_,strict_} f txt pj = do journalFinalise iopts@InputOpts{auto_,infer_equity_,balancingopts_,strict_,_ioDay} f txt pj = do
t <- liftIO getPOSIXTime t <- liftIO getPOSIXTime
-- Infer and apply canonical styles for each commodity (or throw an error). liftEither $ do
-- This affects transaction balancing/assertions/assignments, so needs to be done early. let pj2 = pj
liftEither $ checkAddAndBalance (_ioDay iopts) <=< journalApplyCommodityStyles $ & journalSetLastReadTime t -- save the last read time
pj{jglobalcommoditystyles=fromMaybe mempty $ commodity_styles_ balancingopts_} -- save any global commodity styles & journalAddFile (f, txt) -- save the main file's info
& journalAddFile (f, txt) -- save the main file's info & journalReverse -- convert all lists to the order they were parsed
& journalSetLastReadTime t -- save the last read time pj3 <- pj2{jglobalcommoditystyles=fromMaybe mempty $ commodity_styles_ balancingopts_}
& journalReverse -- convert all lists to the order they were parsed & journalApplyCommodityStyles -- Infer and apply commodity styles - should be done early
where j <- pj3
checkAddAndBalance d j = do & journalPostingsAddAccountTags -- Add account tags to postings' tags
newj <- j & journalAddForecast (forecastPeriod iopts pj3) -- Add forecast transactions if enabled
-- Add account tags to postings' tags & journalPostingsAddAccountTags -- Add account tags again to affect forecast transactions -- PERF: just to the new transactions ?
& journalPostingsAddAccountTags & (if auto_ && not (null $ jtxnmodifiers pj3) then journalAddAutoPostings _ioDay balancingopts_ else pure) -- Add auto postings if enabled
-- Add forecast transactions if enabled >>= Right . journalPostingsAddAccountTags -- Add account tags again to affect auto postings -- PERF: just to the new postings ?
& journalAddForecast (forecastPeriod iopts j) >>= journalBalanceTransactions balancingopts_ -- Balance all transactions and maybe check balance assertions.
-- Add account tags again to affect forecast transactions -- PERF: just to the new transactions ? <&> (if infer_equity_ then journalAddInferredEquityPostings else id) -- Add inferred equity postings, after balancing transactions and generating auto postings
& journalPostingsAddAccountTags <&> journalInferMarketPricesFromTransactions -- infer market prices from commodity-exchanging transactions
-- Add auto postings if enabled when strict_ $ do
& (if auto_ && not (null $ jtxnmodifiers j) then journalAddAutoPostings d balancingopts_ else pure) journalCheckAccountsDeclared j -- If in strict mode, check all postings are to declared accounts
-- Add account tags again to affect auto postings -- PERF: just to the new postings ? journalCheckCommoditiesDeclared j -- and using declared commodities
>>= Right . journalPostingsAddAccountTags return j
-- Balance all transactions and maybe check balance assertions.
>>= journalBalanceTransactions balancingopts_
-- Add inferred equity postings, after balancing transactions and generating auto postings
<&> (if infer_equity_ then journalAddInferredEquityPostings else id)
-- infer market prices from commodity-exchanging transactions
<&> journalInferMarketPricesFromTransactions
when strict_ $ do
-- If in strict mode, check all postings are to declared accounts
journalCheckAccountsDeclared newj
-- and using declared commodities
journalCheckCommoditiesDeclared newj
return newj
-- | To all postings in the journal, add any tags from their account -- | To all postings in the journal, add any tags from their account
-- (including those inherited from parent accounts). -- (including those inherited from parent accounts).