lib: Use records instead of tuples in PeriodicReport.
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@ -41,18 +41,6 @@ import Hledger.Reports.BalanceReport (sortAccountItemsLike)
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import Hledger.Reports.MultiBalanceReport
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import Hledger.Reports.MultiBalanceReport
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-- for reference:
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--
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--type MultiBalanceReportRow = (AccountName, AccountName, Int, [MixedAmount], MixedAmount, MixedAmount)
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--type MultiBalanceReportTotals = ([MixedAmount], MixedAmount, MixedAmount) -- (Totals list, sum of totals, average of totals)
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--
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--type PeriodicReportRow a =
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-- ( AccountName -- ^ A full account name.
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-- , [a] -- ^ The data value for each subperiod.
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-- , a -- ^ The total of this row's values.
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-- , a -- ^ The average of this row's values.
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-- )
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type BudgetGoal = Change
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type BudgetGoal = Change
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type BudgetTotal = Total
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type BudgetTotal = Total
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type BudgetAverage = Average
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type BudgetAverage = Average
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@ -84,13 +72,15 @@ budgetReport ropts' assrt reportspan d j =
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jperiodictxns j
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jperiodictxns j
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actualj = dbg1With (("actualj"++).show.jtxns) $ budgetRollUp budgetedaccts showunbudgeted j
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actualj = dbg1With (("actualj"++).show.jtxns) $ budgetRollUp budgetedaccts showunbudgeted j
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budgetj = dbg1With (("budgetj"++).show.jtxns) $ budgetJournal assrt ropts reportspan j
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budgetj = dbg1With (("budgetj"++).show.jtxns) $ budgetJournal assrt ropts reportspan j
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actualreport@(PeriodicReport (actualspans, _, _)) = dbg1 "actualreport" $ multiBalanceReport ropts q actualj
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actualreport@(PeriodicReport actualspans _ _) =
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budgetgoalreport@(PeriodicReport (_, budgetgoalitems, budgetgoaltotals)) = dbg1 "budgetgoalreport" $ multiBalanceReport (ropts{empty_=True}) q budgetj
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dbg1 "actualreport" $ multiBalanceReport ropts q actualj
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budgetgoalreport@(PeriodicReport _ budgetgoalitems budgetgoaltotals) =
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dbg1 "budgetgoalreport" $ multiBalanceReport (ropts{empty_=True}) q budgetj
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budgetgoalreport'
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budgetgoalreport'
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-- If no interval is specified:
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-- If no interval is specified:
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-- budgetgoalreport's span might be shorter actualreport's due to periodic txns;
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-- budgetgoalreport's span might be shorter actualreport's due to periodic txns;
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-- it should be safe to replace it with the latter, so they combine well.
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-- it should be safe to replace it with the latter, so they combine well.
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| interval_ ropts == NoInterval = PeriodicReport (actualspans, budgetgoalitems, budgetgoaltotals)
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| interval_ ropts == NoInterval = PeriodicReport actualspans budgetgoalitems budgetgoaltotals
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| otherwise = budgetgoalreport
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| otherwise = budgetgoalreport
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budgetreport = combineBudgetAndActual budgetgoalreport' actualreport
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budgetreport = combineBudgetAndActual budgetgoalreport' actualreport
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sortedbudgetreport = sortBudgetReport ropts j budgetreport
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sortedbudgetreport = sortBudgetReport ropts j budgetreport
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@ -99,7 +89,7 @@ budgetReport ropts' assrt reportspan d j =
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-- | Sort a budget report's rows according to options.
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-- | Sort a budget report's rows according to options.
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sortBudgetReport :: ReportOpts -> Journal -> BudgetReport -> BudgetReport
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sortBudgetReport :: ReportOpts -> Journal -> BudgetReport -> BudgetReport
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sortBudgetReport ropts j (PeriodicReport (ps, rows, trow)) = PeriodicReport (ps, sortedrows, trow)
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sortBudgetReport ropts j (PeriodicReport ps rows trow) = PeriodicReport ps sortedrows trow
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where
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where
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sortedrows
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sortedrows
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| sort_amount_ ropts && tree_ ropts = sortTreeBURByActualAmount rows
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| sort_amount_ ropts && tree_ ropts = sortTreeBURByActualAmount rows
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@ -110,9 +100,9 @@ sortBudgetReport ropts j (PeriodicReport (ps, rows, trow)) = PeriodicReport (ps,
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sortTreeBURByActualAmount :: [BudgetReportRow] -> [BudgetReportRow]
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sortTreeBURByActualAmount :: [BudgetReportRow] -> [BudgetReportRow]
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sortTreeBURByActualAmount rows = sortedrows
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sortTreeBURByActualAmount rows = sortedrows
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where
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where
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anamesandrows = [(first6 r, r) | r <- rows]
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anamesandrows = [(prrName r, r) | r <- rows]
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anames = map fst anamesandrows
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anames = map fst anamesandrows
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atotals = [(a,tot) | (a,_,_,_,(tot,_),_) <- rows]
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atotals = [(a, tot) | PeriodicReportRow a _ _ _ (tot,_) _ <- rows]
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accounttree = accountTree "root" anames
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accounttree = accountTree "root" anames
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accounttreewithbals = mapAccounts setibalance accounttree
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accounttreewithbals = mapAccounts setibalance accounttree
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where
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where
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@ -127,16 +117,16 @@ sortBudgetReport ropts j (PeriodicReport (ps, rows, trow)) = PeriodicReport (ps,
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-- Sort a flat-mode budget report's rows by total actual amount.
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-- Sort a flat-mode budget report's rows by total actual amount.
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sortFlatBURByActualAmount :: [BudgetReportRow] -> [BudgetReportRow]
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sortFlatBURByActualAmount :: [BudgetReportRow] -> [BudgetReportRow]
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sortFlatBURByActualAmount = sortBy (maybeflip $ comparing (fst . fifth6))
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sortFlatBURByActualAmount = case normalbalance_ ropts of
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where
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Just NormallyNegative -> sortOn (fst . prrTotal)
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maybeflip = if normalbalance_ ropts == Just NormallyNegative then id else flip
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_ -> sortOn (Down . fst . prrTotal)
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-- Sort the report rows by account declaration order then account name.
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-- Sort the report rows by account declaration order then account name.
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-- <unbudgeted> remains at the top.
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-- <unbudgeted> remains at the top.
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sortByAccountDeclaration rows = sortedrows
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sortByAccountDeclaration rows = sortedrows
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where
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where
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(unbudgetedrow,rows') = partition ((=="<unbudgeted>").first6) rows
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(unbudgetedrow,rows') = partition ((=="<unbudgeted>") . prrName) rows
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anamesandrows = [(first6 r, r) | r <- rows']
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anamesandrows = [(prrName r, r) | r <- rows']
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anames = map fst anamesandrows
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anames = map fst anamesandrows
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sortedanames = sortAccountNamesByDeclaration j (tree_ ropts) anames
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sortedanames = sortAccountNamesByDeclaration j (tree_ ropts) anames
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sortedrows = unbudgetedrow ++ sortAccountItemsLike sortedanames anamesandrows
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sortedrows = unbudgetedrow ++ sortAccountItemsLike sortedanames anamesandrows
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@ -200,66 +190,63 @@ budgetRollUp budgetedaccts showunbudgeted j = j { jtxns = remapTxn <$> jtxns j }
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--
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--
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combineBudgetAndActual :: MultiBalanceReport -> MultiBalanceReport -> BudgetReport
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combineBudgetAndActual :: MultiBalanceReport -> MultiBalanceReport -> BudgetReport
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combineBudgetAndActual
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combineBudgetAndActual
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(PeriodicReport (budgetperiods, budgetrows, (_, _, _, budgettots, budgetgrandtot, budgetgrandavg)))
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(PeriodicReport budgetperiods budgetrows (PeriodicReportRow _ _ _ budgettots budgetgrandtot budgetgrandavg))
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(PeriodicReport (actualperiods, actualrows, (_, _, _, actualtots, actualgrandtot, actualgrandavg))) =
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(PeriodicReport actualperiods actualrows (PeriodicReportRow _ _ _ actualtots actualgrandtot actualgrandavg)) =
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PeriodicReport (periods, rows, totalrow)
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PeriodicReport periods rows totalrow
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where
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where
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periods = nubSort . filter (/= nulldatespan) $ budgetperiods ++ actualperiods
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periods = nubSort . filter (/= nulldatespan) $ budgetperiods ++ actualperiods
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-- first, combine any corresponding budget goals with actual changes
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-- first, combine any corresponding budget goals with actual changes
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rows1 =
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rows1 =
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[ (acct, treeacct, treeindent, amtandgoals, totamtandgoal, avgamtandgoal)
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[ PeriodicReportRow acct treeacct treeindent amtandgoals totamtandgoal avgamtandgoal
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| (acct, treeacct, treeindent, actualamts, actualtot, actualavg) <- actualrows
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| PeriodicReportRow acct treeacct treeindent actualamts actualtot actualavg <- actualrows
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, let mbudgetgoals = Map.lookup acct budgetGoalsByAcct :: Maybe ([BudgetGoal], BudgetTotal, BudgetAverage)
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, let mbudgetgoals = Map.lookup acct budgetGoalsByAcct :: Maybe ([BudgetGoal], BudgetTotal, BudgetAverage)
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, let budgetmamts = maybe (replicate (length periods) Nothing) (map Just . first3) mbudgetgoals :: [Maybe BudgetGoal]
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, let budgetmamts = maybe (replicate (length periods) Nothing) (map Just . first3) mbudgetgoals :: [Maybe BudgetGoal]
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, let mbudgettot = second3 <$> mbudgetgoals :: Maybe BudgetTotal
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, let mbudgettot = second3 <$> mbudgetgoals :: Maybe BudgetTotal
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, let mbudgetavg = third3 <$> mbudgetgoals :: Maybe BudgetAverage
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, let mbudgetavg = third3 <$> mbudgetgoals :: Maybe BudgetAverage
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, let acctBudgetByPeriod = Map.fromList [ (p,budgetamt) | (p, Just budgetamt) <- zip budgetperiods budgetmamts ] :: Map DateSpan BudgetGoal
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, let acctBudgetByPeriod = Map.fromList [ (p,budgetamt) | (p, Just budgetamt) <- zip budgetperiods budgetmamts ] :: Map DateSpan BudgetGoal
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, let acctActualByPeriod = Map.fromList [ (p,actualamt) | (p, Just actualamt) <- zip actualperiods (map Just actualamts) ] :: Map DateSpan Change
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, let acctActualByPeriod = Map.fromList [ (p,actualamt) | (p, Just actualamt) <- zip actualperiods (map Just actualamts) ] :: Map DateSpan Change
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, let amtandgoals = [ (Map.lookup p acctActualByPeriod, Map.lookup p acctBudgetByPeriod) | p <- periods ] :: [(Maybe Change, Maybe BudgetGoal)]
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, let amtandgoals = [ (Map.lookup p acctActualByPeriod, Map.lookup p acctBudgetByPeriod) | p <- periods ] :: [BudgetCell]
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, let totamtandgoal = (Just actualtot, mbudgettot)
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, let totamtandgoal = (Just actualtot, mbudgettot)
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, let avgamtandgoal = (Just actualavg, mbudgetavg)
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, let avgamtandgoal = (Just actualavg, mbudgetavg)
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]
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]
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where
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where
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budgetGoalsByAcct :: Map AccountName ([BudgetGoal], BudgetTotal, BudgetAverage) =
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budgetGoalsByAcct :: Map AccountName ([BudgetGoal], BudgetTotal, BudgetAverage) =
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Map.fromList [ (acct, (amts, tot, avg)) | (acct, _, _, amts, tot, avg) <- budgetrows ]
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Map.fromList [ (acct, (amts, tot, avg))
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| PeriodicReportRow acct _ _ amts tot avg <- budgetrows ]
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-- next, make rows for budget goals with no actual changes
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-- next, make rows for budget goals with no actual changes
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rows2 =
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rows2 =
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[ (acct, treeacct, treeindent, amtandgoals, totamtandgoal, avgamtandgoal)
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[ PeriodicReportRow acct treeacct treeindent amtandgoals totamtandgoal avgamtandgoal
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| (acct, treeacct, treeindent, budgetgoals, budgettot, budgetavg) <- budgetrows
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| PeriodicReportRow acct treeacct treeindent budgetgoals budgettot budgetavg <- budgetrows
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, acct `notElem` acctsdone
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, acct `notElem` acctsdone
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, let acctBudgetByPeriod = Map.fromList $ zip budgetperiods budgetgoals :: Map DateSpan BudgetGoal
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, let acctBudgetByPeriod = Map.fromList $ zip budgetperiods budgetgoals :: Map DateSpan BudgetGoal
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, let amtandgoals = [ (Nothing, Map.lookup p acctBudgetByPeriod) | p <- periods ] :: [(Maybe Change, Maybe BudgetGoal)]
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, let amtandgoals = [ (Nothing, Map.lookup p acctBudgetByPeriod) | p <- periods ] :: [BudgetCell]
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, let totamtandgoal = (Nothing, Just budgettot)
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, let totamtandgoal = (Nothing, Just budgettot)
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, let avgamtandgoal = (Nothing, Just budgetavg)
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, let avgamtandgoal = (Nothing, Just budgetavg)
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]
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]
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where
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where
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acctsdone = map first6 rows1
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acctsdone = map prrName rows1
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-- combine and re-sort rows
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-- combine and re-sort rows
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-- TODO: use MBR code
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-- TODO: use MBR code
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-- TODO: respect --sort-amount
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-- TODO: respect --sort-amount
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-- TODO: add --sort-budget to sort by budget goal amount
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-- TODO: add --sort-budget to sort by budget goal amount
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rows :: [BudgetReportRow] =
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rows :: [BudgetReportRow] =
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sortOn first6 $ rows1 ++ rows2
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sortOn prrName $ rows1 ++ rows2
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-- TODO: grand total & average shows 0% when there are no actual amounts, inconsistent with other cells
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-- TODO: grand total & average shows 0% when there are no actual amounts, inconsistent with other cells
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totalrow =
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totalrow = PeriodicReportRow "" "" 0
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( ""
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[ (Map.lookup p totActualByPeriod, Map.lookup p totBudgetByPeriod) | p <- periods ]
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, ""
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( Just actualgrandtot, Just budgetgrandtot )
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, 0
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( Just actualgrandavg, Just budgetgrandavg )
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, [ (Map.lookup p totActualByPeriod, Map.lookup p totBudgetByPeriod) | p <- periods ] :: [(Maybe Total, Maybe BudgetTotal)]
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, ( Just actualgrandtot, Just budgetgrandtot ) :: (Maybe Total, Maybe BudgetTotal)
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, ( Just actualgrandavg, Just budgetgrandavg ) :: (Maybe Total, Maybe BudgetTotal)
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)
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where
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where
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totBudgetByPeriod = Map.fromList $ zip budgetperiods budgettots :: Map DateSpan BudgetTotal
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totBudgetByPeriod = Map.fromList $ zip budgetperiods budgettots :: Map DateSpan BudgetTotal
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totActualByPeriod = Map.fromList $ zip actualperiods actualtots :: Map DateSpan Change
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totActualByPeriod = Map.fromList $ zip actualperiods actualtots :: Map DateSpan Change
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-- | Render a budget report as plain text suitable for console output.
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-- | Render a budget report as plain text suitable for console output.
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budgetReportAsText :: ReportOpts -> BudgetReport -> String
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budgetReportAsText :: ReportOpts -> BudgetReport -> String
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budgetReportAsText ropts@ReportOpts{..} budgetr@(PeriodicReport ( _, rows, _)) =
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budgetReportAsText ropts@ReportOpts{..} budgetr =
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title ++ "\n\n" ++
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title ++ "\n\n" ++
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tableAsText ropts showcell (maybetranspose $ budgetReportAsTable ropts budgetr)
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tableAsText ropts showcell (maybetranspose $ budgetReportAsTable ropts budgetr)
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where
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where
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@ -275,16 +262,13 @@ budgetReportAsText ropts@ReportOpts{..} budgetr@(PeriodicReport ( _, rows, _)) =
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Just (AtDefault _mc) -> ", current value"
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Just (AtDefault _mc) -> ", current value"
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Just (AtDate d _mc) -> ", valued at "++showDate d
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Just (AtDate d _mc) -> ", valued at "++showDate d
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Nothing -> "")
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Nothing -> "")
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actualwidth =
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actualwidth = maximum' $ map fst amountsAndGoals
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maximum' [ maybe 0 (length . showMixedAmountOneLineWithoutPrice) amt
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budgetwidth = maximum' $ map snd amountsAndGoals
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| (_, _, _, amtandgoals, _, _) <- rows
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amountsAndGoals = map (\(a,g) -> (amountLength a, amountLength g))
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, (amt, _) <- amtandgoals ]
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. concatMap prrAmounts $ prRows budgetr
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budgetwidth =
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where amountLength = maybe 0 (length . showMixedAmountOneLineWithoutPrice)
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maximum' [ maybe 0 (length . showMixedAmountOneLineWithoutPrice) goal
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| (_, _, _, amtandgoals, _, _) <- rows
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, (_, goal) <- amtandgoals ]
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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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-- 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 :: (Maybe Change, Maybe BudgetGoal) -> String
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showcell :: BudgetCell -> String
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showcell (mactual, mbudget) = actualstr ++ " " ++ budgetstr
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showcell (mactual, mbudget) = actualstr ++ " " ++ budgetstr
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where
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where
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percentwidth = 4
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percentwidth = 4
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@ -329,7 +313,7 @@ budgetReportAsText ropts@ReportOpts{..} budgetr@(PeriodicReport ( _, rows, _)) =
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budgetReportAsTable :: ReportOpts -> BudgetReport -> Table String String (Maybe MixedAmount, Maybe MixedAmount)
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budgetReportAsTable :: ReportOpts -> BudgetReport -> Table String String (Maybe MixedAmount, Maybe MixedAmount)
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budgetReportAsTable
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budgetReportAsTable
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ropts
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ropts
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(PeriodicReport (periods, rows, (_, _, _, coltots, grandtot, grandavg))) =
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(PeriodicReport periods rows (PeriodicReportRow _ _ _ coltots grandtot grandavg)) =
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addtotalrow $
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addtotalrow $
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Table
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Table
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(T.Group NoLine $ map Header accts)
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(T.Group NoLine $ map Header accts)
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@ -337,21 +321,20 @@ budgetReportAsTable
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(map rowvals rows)
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(map rowvals rows)
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where
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where
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colheadings = map showDateSpanMonthAbbrev periods
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colheadings = map showDateSpanMonthAbbrev periods
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++ (if row_total_ ropts then [" Total"] else [])
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++ [" Total" | row_total_ ropts]
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++ (if average_ ropts then ["Average"] else [])
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++ ["Average" | average_ ropts]
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accts = map renderacct rows
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accts = map renderacct rows
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renderacct (a,a',i,_,_,_)
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renderacct (PeriodicReportRow a a' i _ _ _)
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| tree_ ropts = replicate ((i-1)*2) ' ' ++ T.unpack a'
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| tree_ ropts = replicate ((i-1)*2) ' ' ++ T.unpack a'
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| otherwise = T.unpack $ maybeAccountNameDrop ropts a
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| otherwise = T.unpack $ maybeAccountNameDrop ropts a
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rowvals (_,_,_,as,rowtot,rowavg) = as
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rowvals (PeriodicReportRow _ _ _ as rowtot rowavg) =
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++ (if row_total_ ropts then [rowtot] else [])
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as ++ [rowtot | row_total_ ropts] ++ [rowavg | average_ ropts]
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++ (if average_ ropts then [rowavg] else [])
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addtotalrow
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addtotalrow | no_total_ ropts = id
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| no_total_ ropts = id
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| otherwise = (+----+ (row "" $
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| otherwise = (+----+ (row "" $
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coltots
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coltots ++ [grandtot | row_total_ ropts && not (null coltots)]
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++ (if row_total_ ropts && not (null coltots) then [grandtot] else [])
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++ [grandavg | average_ ropts && not (null coltots)]
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++ (if average_ ropts && not (null coltots) then [grandavg] else [])
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))
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))
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-- XXX here for now
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-- XXX here for now
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-- TODO: does not work for flat-by-default reports with --flat not specified explicitly
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-- TODO: does not work for flat-by-default reports with --flat not specified explicitly
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@ -83,7 +83,7 @@ multiBalanceReport ropts q j = multiBalanceReportWith ropts q j (journalPriceOra
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multiBalanceReportWith :: ReportOpts -> Query -> Journal -> PriceOracle -> MultiBalanceReport
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multiBalanceReportWith :: ReportOpts -> Query -> Journal -> PriceOracle -> MultiBalanceReport
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multiBalanceReportWith ropts@ReportOpts{..} q j priceoracle =
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multiBalanceReportWith ropts@ReportOpts{..} q j priceoracle =
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(if invert_ then prNegate else id) $
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(if invert_ then prNegate else id) $
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PeriodicReport (colspans, mappedsortedrows, mappedtotalsrow)
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PeriodicReport colspans mappedsortedrows mappedtotalsrow
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where
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where
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dbg1 s = let p = "multiBalanceReport" in Hledger.Utils.dbg1 (p++" "++s) -- add prefix in this function's debug output
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dbg1 s = let p = "multiBalanceReport" in Hledger.Utils.dbg1 (p++" "++s) -- add prefix in this function's debug output
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-- dbg1 = const id -- exclude this function from debug output
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-- dbg1 = const id -- exclude this function from debug output
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@ -233,7 +233,8 @@ multiBalanceReportWith ropts@ReportOpts{..} q j priceoracle =
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-- One row per account, with account name info, row amounts, row total and row average.
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-- One row per account, with account name info, row amounts, row total and row average.
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rows :: [MultiBalanceReportRow] =
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rows :: [MultiBalanceReportRow] =
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dbg1 "rows" $
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dbg1 "rows" $
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[(a, accountLeafName a, accountNameLevel a, valuedrowbals, rowtot, rowavg)
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[ PeriodicReportRow a (accountLeafName a)
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(accountNameLevel a) valuedrowbals rowtot rowavg
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| (a,changes) <- dbg1 "acctchanges" acctchanges
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| (a,changes) <- dbg1 "acctchanges" acctchanges
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-- The row amounts to be displayed: per-period changes,
|
-- The row amounts to be displayed: per-period changes,
|
||||||
-- zero-based cumulative totals, or
|
-- zero-based cumulative totals, or
|
||||||
@ -286,9 +287,9 @@ multiBalanceReportWith ropts@ReportOpts{..} q j priceoracle =
|
|||||||
sortTreeMBRByAmount :: [MultiBalanceReportRow] -> [MultiBalanceReportRow]
|
sortTreeMBRByAmount :: [MultiBalanceReportRow] -> [MultiBalanceReportRow]
|
||||||
sortTreeMBRByAmount rows = sortedrows
|
sortTreeMBRByAmount rows = sortedrows
|
||||||
where
|
where
|
||||||
anamesandrows = [(first6 r, r) | r <- rows]
|
anamesandrows = [(prrName r, r) | r <- rows]
|
||||||
anames = map fst anamesandrows
|
anames = map fst anamesandrows
|
||||||
atotals = [(a,tot) | (a,_,_,_,tot,_) <- rows]
|
atotals = [(a,tot) | PeriodicReportRow a _ _ _ tot _ <- rows]
|
||||||
accounttree = accountTree "root" anames
|
accounttree = accountTree "root" anames
|
||||||
accounttreewithbals = mapAccounts setibalance accounttree
|
accounttreewithbals = mapAccounts setibalance accounttree
|
||||||
where
|
where
|
||||||
@ -299,14 +300,14 @@ multiBalanceReportWith ropts@ReportOpts{..} q j priceoracle =
|
|||||||
sortedrows = sortAccountItemsLike sortedanames anamesandrows
|
sortedrows = sortAccountItemsLike sortedanames anamesandrows
|
||||||
|
|
||||||
-- Sort the report rows, representing a flat account list, by row total.
|
-- Sort the report rows, representing a flat account list, by row total.
|
||||||
sortFlatMBRByAmount = sortBy (maybeflip $ comparing (normaliseMixedAmountSquashPricesForDisplay . fifth6))
|
sortFlatMBRByAmount = sortBy (maybeflip $ comparing (normaliseMixedAmountSquashPricesForDisplay . prrTotal))
|
||||||
where
|
where
|
||||||
maybeflip = if normalbalance_ == 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.
|
-- Sort the report rows by account declaration order then account name.
|
||||||
sortMBRByAccountDeclaration rows = sortedrows
|
sortMBRByAccountDeclaration rows = sortedrows
|
||||||
where
|
where
|
||||||
anamesandrows = [(first6 r, r) | r <- rows]
|
anamesandrows = [(prrName r, r) | r <- rows]
|
||||||
anames = map fst anamesandrows
|
anames = map fst anamesandrows
|
||||||
sortedanames = sortAccountNamesByDeclaration j (tree_ ropts) anames
|
sortedanames = sortAccountNamesByDeclaration j (tree_ ropts) anames
|
||||||
sortedrows = sortAccountItemsLike sortedanames anamesandrows
|
sortedrows = sortAccountItemsLike sortedanames anamesandrows
|
||||||
@ -316,7 +317,8 @@ multiBalanceReportWith ropts@ReportOpts{..} q j priceoracle =
|
|||||||
|
|
||||||
-- Calculate the column totals. These are always the sum of column amounts.
|
-- Calculate the column totals. These are always the sum of column amounts.
|
||||||
highestlevelaccts = [a | a <- displayaccts, not $ any (`elem` displayaccts) $ init $ expandAccountName a]
|
highestlevelaccts = [a | a <- displayaccts, not $ any (`elem` displayaccts) $ init $ expandAccountName a]
|
||||||
colamts = transpose [bs | (a,_,_,bs,_,_) <- rows, not (tree_ ropts) || a `elem` highestlevelaccts]
|
colamts = transpose . map prrAmounts $ filter isHighest rows
|
||||||
|
where isHighest row = not (tree_ ropts) || prrName row `elem` highestlevelaccts
|
||||||
coltotals :: [MixedAmount] =
|
coltotals :: [MixedAmount] =
|
||||||
dbg1 "coltotals" $ map sum colamts
|
dbg1 "coltotals" $ map sum colamts
|
||||||
-- Calculate the grand total and average. These are always the sum/average
|
-- Calculate the grand total and average. These are always the sum/average
|
||||||
@ -329,7 +331,7 @@ multiBalanceReportWith ropts@ReportOpts{..} q j priceoracle =
|
|||||||
in amts
|
in amts
|
||||||
-- Totals row.
|
-- Totals row.
|
||||||
totalsrow :: PeriodicReportRow MixedAmount =
|
totalsrow :: PeriodicReportRow MixedAmount =
|
||||||
dbg1 "totalsrow" ("", "", 0, coltotals, grandtotal, grandaverage)
|
dbg1 "totalsrow" $ PeriodicReportRow "" "" 0 coltotals grandtotal grandaverage
|
||||||
|
|
||||||
----------------------------------------------------------------------
|
----------------------------------------------------------------------
|
||||||
-- 9. Map the report rows to percentages if needed
|
-- 9. Map the report rows to percentages if needed
|
||||||
@ -339,16 +341,18 @@ multiBalanceReportWith ropts@ReportOpts{..} q j priceoracle =
|
|||||||
mappedsortedrows :: [MultiBalanceReportRow] =
|
mappedsortedrows :: [MultiBalanceReportRow] =
|
||||||
if not percent_ then sortedrows
|
if not percent_ then sortedrows
|
||||||
else dbg1 "mappedsortedrows"
|
else dbg1 "mappedsortedrows"
|
||||||
[(aname, alname, alevel, zipWith perdivide rowvals coltotals, rowtotal `perdivide` grandtotal, rowavg `perdivide` grandaverage)
|
[ PeriodicReportRow aname alname alevel
|
||||||
| (aname, alname, alevel, rowvals, rowtotal, rowavg) <- sortedrows
|
(zipWith perdivide rowvals coltotals)
|
||||||
|
(rowtotal `perdivide` grandtotal)
|
||||||
|
(rowavg `perdivide` grandaverage)
|
||||||
|
| PeriodicReportRow aname alname alevel rowvals rowtotal rowavg <- sortedrows
|
||||||
]
|
]
|
||||||
mappedtotalsrow :: PeriodicReportRow MixedAmount =
|
mappedtotalsrow :: PeriodicReportRow MixedAmount
|
||||||
if not percent_
|
| percent_ = dbg1 "mappedtotalsrow" $ PeriodicReportRow "" "" 0
|
||||||
then totalsrow
|
(map (\t -> perdivide t t) coltotals)
|
||||||
else dbg1 "mappedtotalsrow" $ ("", "", 0,
|
(perdivide grandtotal grandtotal)
|
||||||
map (\t -> perdivide t t) coltotals,
|
(perdivide grandaverage grandaverage)
|
||||||
perdivide grandtotal grandtotal,
|
| otherwise = totalsrow
|
||||||
perdivide grandaverage grandaverage)
|
|
||||||
|
|
||||||
-- | Generates a simple non-columnar BalanceReport, but using multiBalanceReport,
|
-- | Generates a simple non-columnar BalanceReport, but using multiBalanceReport,
|
||||||
-- in order to support --historical. Does not support tree-mode boring parent eliding.
|
-- in order to support --historical. Does not support tree-mode boring parent eliding.
|
||||||
@ -357,12 +361,12 @@ multiBalanceReportWith ropts@ReportOpts{..} q j priceoracle =
|
|||||||
balanceReportFromMultiBalanceReport :: ReportOpts -> Query -> Journal -> BalanceReport
|
balanceReportFromMultiBalanceReport :: ReportOpts -> Query -> Journal -> BalanceReport
|
||||||
balanceReportFromMultiBalanceReport opts q j = (rows', total)
|
balanceReportFromMultiBalanceReport opts q j = (rows', total)
|
||||||
where
|
where
|
||||||
PeriodicReport (_, rows, (_,_,_,totals,_,_)) = multiBalanceReport opts q j
|
PeriodicReport _ rows (PeriodicReportRow _ _ _ totals _ _) = multiBalanceReport opts q j
|
||||||
rows' = [(a
|
rows' = [( a
|
||||||
,if flat_ opts then a else a' -- BalanceReport expects full account name here with --flat
|
, if flat_ opts then a else a' -- BalanceReport expects full account name here with --flat
|
||||||
,if tree_ opts then d-1 else 0 -- BalanceReport uses 0-based account depths
|
, if tree_ opts then d-1 else 0 -- BalanceReport uses 0-based account depths
|
||||||
, headDef nullmixedamt amts -- 0 columns is illegal, should not happen, return zeroes if it does
|
, headDef nullmixedamt amts -- 0 columns is illegal, should not happen, return zeroes if it does
|
||||||
) | (a,a',d, amts, _, _) <- rows]
|
) | PeriodicReportRow a a' d amts _ _ <- rows]
|
||||||
total = headDef nullmixedamt totals
|
total = headDef nullmixedamt totals
|
||||||
|
|
||||||
|
|
||||||
@ -390,11 +394,11 @@ tests_MultiBalanceReport = tests "MultiBalanceReport" [
|
|||||||
amt0 = Amount {acommodity="$", aquantity=0, aprice=Nothing, astyle=AmountStyle {ascommodityside = L, ascommodityspaced = False, asprecision = 2, asdecimalpoint = Just '.', asdigitgroups = Nothing}, aismultiplier=False}
|
amt0 = Amount {acommodity="$", aquantity=0, aprice=Nothing, astyle=AmountStyle {ascommodityside = L, ascommodityspaced = False, asprecision = 2, asdecimalpoint = Just '.', asdigitgroups = Nothing}, aismultiplier=False}
|
||||||
(opts,journal) `gives` r = do
|
(opts,journal) `gives` r = do
|
||||||
let (eitems, etotal) = r
|
let (eitems, etotal) = r
|
||||||
(PeriodicReport (_, aitems, atotal)) = multiBalanceReport opts (queryFromOpts nulldate opts) journal
|
(PeriodicReport _ aitems atotal) = multiBalanceReport opts (queryFromOpts nulldate opts) journal
|
||||||
showw (acct,acct',indent,lAmt,amt,amt')
|
showw (PeriodicReportRow acct acct' indent lAmt amt amt')
|
||||||
= (acct, acct', indent, map showMixedAmountDebug lAmt, showMixedAmountDebug amt, showMixedAmountDebug amt')
|
= (acct, acct', indent, map showMixedAmountDebug lAmt, showMixedAmountDebug amt, showMixedAmountDebug amt')
|
||||||
(map showw aitems) @?= (map showw eitems)
|
(map showw aitems) @?= (map showw eitems)
|
||||||
showMixedAmountDebug (fifth6 atotal) @?= showMixedAmountDebug etotal -- we only check the sum of the totals
|
showMixedAmountDebug (prrTotal atotal) @?= showMixedAmountDebug etotal -- we only check the sum of the totals
|
||||||
in
|
in
|
||||||
tests "multiBalanceReport" [
|
tests "multiBalanceReport" [
|
||||||
test "null journal" $
|
test "null journal" $
|
||||||
@ -403,9 +407,8 @@ tests_MultiBalanceReport = tests "MultiBalanceReport" [
|
|||||||
,test "with -H on a populated period" $
|
,test "with -H on a populated period" $
|
||||||
(defreportopts{period_= PeriodBetween (fromGregorian 2008 1 1) (fromGregorian 2008 1 2), balancetype_=HistoricalBalance}, samplejournal) `gives`
|
(defreportopts{period_= PeriodBetween (fromGregorian 2008 1 1) (fromGregorian 2008 1 2), balancetype_=HistoricalBalance}, samplejournal) `gives`
|
||||||
(
|
(
|
||||||
[
|
[ PeriodicReportRow "assets:bank:checking" "checking" 3 [mamountp' "$1.00"] (Mixed [nullamt]) (Mixed [amt0 {aquantity=1}])
|
||||||
("assets:bank:checking", "checking", 3, [mamountp' "$1.00"] , Mixed [nullamt], Mixed [amt0 {aquantity=1}])
|
, PeriodicReportRow "income:salary" "salary" 2 [mamountp' "$-1.00"] (Mixed [nullamt]) (Mixed [amt0 {aquantity=(-1)}])
|
||||||
,("income:salary" ,"salary" , 2, [mamountp' "$-1.00"], Mixed [nullamt], Mixed [amt0 {aquantity=(-1)}])
|
|
||||||
],
|
],
|
||||||
Mixed [nullamt])
|
Mixed [nullamt])
|
||||||
|
|
||||||
|
|||||||
@ -4,7 +4,7 @@ New common report types, used by the BudgetReport for now, perhaps all reports l
|
|||||||
|
|
||||||
module Hledger.Reports.ReportTypes
|
module Hledger.Reports.ReportTypes
|
||||||
( PeriodicReport(..)
|
( PeriodicReport(..)
|
||||||
, PeriodicReportRow
|
, PeriodicReportRow(..)
|
||||||
|
|
||||||
, Percentage
|
, Percentage
|
||||||
, Change
|
, Change
|
||||||
@ -58,27 +58,30 @@ type Average = MixedAmount -- ^ The average of 'Change's or 'Balance's in a rep
|
|||||||
|
|
||||||
data PeriodicReport a =
|
data PeriodicReport a =
|
||||||
PeriodicReport
|
PeriodicReport
|
||||||
( [DateSpan] -- The subperiods formed by splitting the overall report period by the report interval.
|
{ prDates :: [DateSpan] -- The subperiods formed by splitting the overall
|
||||||
-- For ending-balance reports, only the end date is significant.
|
-- report period by the report interval. For
|
||||||
-- Usually displayed as report columns.
|
-- ending-balance reports, only the end date is
|
||||||
, [PeriodicReportRow a] -- One row per account in the report.
|
-- significant. Usually displayed as report columns.
|
||||||
, PeriodicReportRow a -- The grand totals row. The account name in this row is always empty.
|
, prRows :: [PeriodicReportRow a] -- One row per account in the report.
|
||||||
)
|
, prTotals :: PeriodicReportRow a -- The grand totals row. The account name in this row is always empty.
|
||||||
deriving (Show)
|
} deriving (Show)
|
||||||
|
|
||||||
type PeriodicReportRow a =
|
data PeriodicReportRow a =
|
||||||
( AccountName -- A full account name.
|
PeriodicReportRow
|
||||||
, AccountName -- Shortened form of the account name to display in tree mode. Usually the leaf name, possibly with parent accounts prefixed.
|
{ prrName :: AccountName -- A full account name.
|
||||||
, Int -- Indent level for displaying this account name in tree mode. 0, 1, 2...
|
, prrLeaf :: AccountName -- Shortened form of the account name to display
|
||||||
, [a] -- The data value for each subperiod.
|
-- in tree mode. Usually the leaf name, possibly
|
||||||
, a -- The total of this row's values.
|
-- with parent accounts prefixed.
|
||||||
, a -- The average of this row's values.
|
, prrDepth :: Int -- Indent level for displaying this account name in tree mode. 0, 1, 2...
|
||||||
)
|
, prrAmounts :: [a] -- The data value for each subperiod.
|
||||||
|
, prrTotal :: a -- The total of this row's values.
|
||||||
|
, prrAverage :: a -- The average of this row's values.
|
||||||
|
} deriving (Show)
|
||||||
|
|
||||||
-- | Figure out the overall date span of a PeridicReport
|
-- | Figure out the overall date span of a PeridicReport
|
||||||
periodicReportSpan :: PeriodicReport a -> DateSpan
|
periodicReportSpan :: PeriodicReport a -> DateSpan
|
||||||
periodicReportSpan (PeriodicReport ([], _, _)) = DateSpan Nothing Nothing
|
periodicReportSpan (PeriodicReport [] _ _) = DateSpan Nothing Nothing
|
||||||
periodicReportSpan (PeriodicReport (colspans, _, _)) = DateSpan (spanStart $ head colspans) (spanEnd $ last colspans)
|
periodicReportSpan (PeriodicReport colspans _ _) = DateSpan (spanStart $ head colspans) (spanEnd $ last colspans)
|
||||||
|
|
||||||
-- | Given a PeriodicReport and its normal balance sign,
|
-- | Given a PeriodicReport and its normal balance sign,
|
||||||
-- if it is known to be normally negative, convert it to normally positive.
|
-- if it is known to be normally negative, convert it to normally positive.
|
||||||
@ -88,8 +91,8 @@ prNormaliseSign _ = id
|
|||||||
|
|
||||||
-- | Flip the sign of all amounts in a PeriodicReport.
|
-- | Flip the sign of all amounts in a PeriodicReport.
|
||||||
prNegate :: Num a => PeriodicReport a -> PeriodicReport a
|
prNegate :: Num a => PeriodicReport a -> PeriodicReport a
|
||||||
prNegate (PeriodicReport (colspans, rows, totalsrow)) =
|
prNegate (PeriodicReport colspans rows totalsrow) =
|
||||||
PeriodicReport (colspans, map rowNegate rows, rowNegate totalsrow)
|
PeriodicReport colspans (map rowNegate rows) (rowNegate totalsrow)
|
||||||
where
|
where
|
||||||
rowNegate (acct, acct', indent, amts, tot, avg) =
|
rowNegate (PeriodicReportRow name leaf indent amts tot avg) =
|
||||||
(acct, acct', indent, map negate amts, -tot, -avg)
|
PeriodicReportRow name leaf indent (map negate amts) (-tot) (-avg)
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user