bal/bs/cf/is: sort accounts by account code, if any, then account name
If any accounts have numeric codes assigned via account directives, those accounts will be listed first, lowest account codes first.
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Simon Michael
parent
d420a8b534
commit
9b88fc2ed0
@ -47,6 +47,7 @@ instance Eq Account where
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nullacct = Account
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{ aname = ""
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, acode = Nothing
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, aparent = Nothing
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, asubs = []
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, anumpostings = 0
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@ -90,6 +91,10 @@ tieAccountParents = tie Nothing
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where
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a' = a{aparent=parent, asubs=map (tie (Just a')) asubs}
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-- | Look up an account's numeric code, if any, from the Journal and set it.
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accountSetCodeFrom :: Journal -> Account -> Account
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accountSetCodeFrom j a = a{acode=fromMaybe Nothing $ (lookup (aname a) $ jaccounts j)}
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-- | Get this account's parent accounts, from the nearest up to the root.
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parentAccounts :: Account -> [Account]
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parentAccounts Account{aparent=Nothing} = []
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@ -188,7 +193,9 @@ filterAccounts p a
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-- | Sort each level of an account tree by inclusive amount,
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-- so that the accounts with largest normal balances are listed first.
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-- The provided normal balance sign determines whether normal balances
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-- are negative or positive.
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-- are negative or positive, affecting the sort order. Ie,
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-- if balances are normally negative, then the most negative balances
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-- sort first, and vice versa.
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sortAccountTreeByAmount :: NormalSign -> Account -> Account
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sortAccountTreeByAmount normalsign a
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| null $ asubs a = a
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@ -199,6 +206,19 @@ sortAccountTreeByAmount normalsign a
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maybeflip | normalsign==NormallyNegative = id
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| otherwise = flip
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-- | Sort each level of an account tree first by the account code
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-- if any, with the empty account code sorting last, and then by
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-- the account name.
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sortAccountTreeByAccountCodeAndName :: Account -> Account
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sortAccountTreeByAccountCodeAndName a
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| null $ asubs a = a
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| otherwise = a{asubs=
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sortBy (comparing accountCodeAndNameForSort) $ map sortAccountTreeByAccountCodeAndName $ asubs a}
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accountCodeAndNameForSort a = (acode', aname a)
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where
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acode' = fromMaybe maxBound (acode a)
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-- | Search an account list by name.
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lookupAccount :: AccountName -> [Account] -> Maybe Account
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lookupAccount a = find ((==a).aname)
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@ -47,7 +47,7 @@ ledgerFromJournal q j = nullledger{ljournal=j'', laccounts=as}
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(q',depthq) = (filterQuery (not . queryIsDepth) q, filterQuery queryIsDepth q)
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j' = filterJournalAmounts (filterQuery queryIsSym q) $ -- remove amount parts which the query's sym: terms would exclude
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filterJournalPostings q' j
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as = accountsFromPostings $ journalPostings j'
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as = map (accountSetCodeFrom j) $ accountsFromPostings $ journalPostings j'
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j'' = filterJournalPostings depthq j'
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-- | List a ledger's account names.
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@ -354,6 +354,7 @@ instance Show Reader where show r = rFormat r ++ " reader"
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-- which let you walk up or down the account tree.
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data Account = Account {
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aname :: AccountName, -- ^ this account's full name
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acode :: Maybe AccountCode, -- ^ this account's numeric code, if any (not always set)
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aebalance :: MixedAmount, -- ^ this account's balance, excluding subaccounts
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asubs :: [Account], -- ^ sub-accounts
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anumpostings :: Int, -- ^ number of postings to this account
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@ -88,7 +88,7 @@ balanceReport opts q j = (items, total)
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dbg1 "accts" $
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take 1 $ clipAccountsAndAggregate (queryDepth q) $ flattenAccounts accts
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| flat_ opts = dbg1 "accts" $
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maybesortflat $
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sortflat $
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filterzeros $
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filterempty $
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drop 1 $ clipAccountsAndAggregate (queryDepth q) $ flattenAccounts accts
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@ -97,7 +97,7 @@ balanceReport opts q j = (items, total)
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drop 1 $ flattenAccounts $
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markboring $
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prunezeros $
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maybesorttree $
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sorttree $
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clipAccounts (queryDepth q) accts
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where
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balance = if flat_ opts then aebalance else aibalance
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@ -105,12 +105,12 @@ balanceReport opts q j = (items, total)
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filterempty = filter (\a -> anumpostings a > 0 || not (isZeroMixedAmount (balance a)))
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prunezeros = if empty_ opts then id else fromMaybe nullacct . pruneAccounts (isZeroMixedAmount . balance)
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markboring = if no_elide_ opts then id else markBoringParentAccounts
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maybesortflat | sort_amount_ opts = sortBy (maybeflip $ comparing balance)
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| otherwise = id
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sortflat | sort_amount_ opts = sortBy (maybeflip $ comparing balance)
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| otherwise = sortBy (comparing accountCodeAndNameForSort)
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where
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maybeflip = if normalbalance_ opts == Just NormallyNegative then id else flip
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maybesorttree | sort_amount_ opts = sortAccountTreeByAmount (fromMaybe NormallyPositive $ normalbalance_ opts)
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| otherwise = id
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sorttree | sort_amount_ opts = sortAccountTreeByAmount (fromMaybe NormallyPositive $ normalbalance_ opts)
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| otherwise = sortAccountTreeByAccountCodeAndName
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items = dbg1 "items" $ map (balanceReportItem opts q) accts'
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total | not (flat_ opts) = dbg1 "total" $ sum [amt | (_,_,indent,amt) <- items, indent == 0]
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| otherwise = dbg1 "total" $
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@ -172,12 +172,13 @@ multiBalanceReport opts q j = MultiBalanceReport (displayspans, sorteditems, tot
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sorteditems :: [MultiBalanceReportRow] =
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dbg1 "sorteditems" $
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maybesort items
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sortitems items
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where
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maybesort
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| not $ sort_amount_ opts = id
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| accountlistmode_ opts == ALTree = sortTreeMultiBalanceReportRowsByAmount
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| otherwise = sortFlatMultiBalanceReportRowsByAmount
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sortitems
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| sort_amount_ opts && accountlistmode_ opts == ALTree = sortTreeMultiBalanceReportRowsByAmount
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| sort_amount_ opts = sortFlatMultiBalanceReportRowsByAmount
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| not (sort_amount_ opts) && accountlistmode_ opts == ALTree = sortTreeMultiBalanceReportRowsByAccountCodeAndName
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| otherwise = sortFlatMultiBalanceReportRowsByAccountCodeAndName
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where
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-- Sort the report rows, representing a flat account list, by row total.
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sortFlatMultiBalanceReportRowsByAmount = sortBy (maybeflip $ comparing fifth6)
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@ -201,11 +202,31 @@ multiBalanceReport opts q j = MultiBalanceReport (displayspans, sorteditems, tot
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setibalance a = a{aibalance=fromMaybe (error "sortTreeMultiBalanceReportRowsByAmount 1") $ lookup (aname a) atotals}
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sortedaccounttree = sortAccountTreeByAmount (fromMaybe NormallyPositive $ normalbalance_ opts) accounttreewithbals
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sortedaccounts = drop 1 $ flattenAccounts sortedaccounttree
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sortedrows = [
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-- this error should not happen, but it's ugly TODO
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fromMaybe (error "sortTreeMultiBalanceReportRowsByAmount 2") $ lookup (aname a) anamesandrows
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| a <- sortedaccounts
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]
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-- dropped the root account, also ignore any parent accounts not in rows
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sortedrows = concatMap (\a -> maybe [] (:[]) $ lookup (aname a) anamesandrows) sortedaccounts
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-- Sort the report rows by account code if any, with the empty account code coming last, then account name.
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sortFlatMultiBalanceReportRowsByAccountCodeAndName = sortBy (comparing acodeandname)
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where
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acodeandname r = (acode', aname)
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where
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aname = first6 r
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macode = fromMaybe Nothing $ lookup aname $ jaccounts j
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acode' = fromMaybe maxBound macode
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-- Sort the report rows, representing a tree of accounts, by account code and then account name at each level.
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-- Convert a tree of account names, look up the account codes, sort and flatten the tree, reorder the rows.
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sortTreeMultiBalanceReportRowsByAccountCodeAndName rows = sortedrows
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where
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anamesandrows = [(first6 r, r) | r <- rows]
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anames = map fst anamesandrows
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nametree = treeFromPaths $ map expandAccountName anames
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accounttree = nameTreeToAccount "root" nametree
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accounttreewithcodes = mapAccounts (accountSetCodeFrom j) accounttree
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sortedaccounttree = sortAccountTreeByAccountCodeAndName accounttreewithcodes
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sortedaccounts = drop 1 $ flattenAccounts sortedaccounttree
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-- dropped the root account, also ignore any parent accounts not in rows
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sortedrows = concatMap (\a -> maybe [] (:[]) $ lookup (aname a) anamesandrows) sortedaccounts
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totals :: [MixedAmount] =
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-- dbg1 "totals" $
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