lib: AutoTransaction.hs -> TransactionModifier.hs, PeriodicTransaction.hs
This commit is contained in:
Simon Michael
parent
efc54c4c25
commit
a49b1cd3bb
@ -17,12 +17,13 @@ module Hledger.Data (
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module Hledger.Data.Ledger,
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module Hledger.Data.MarketPrice,
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module Hledger.Data.Period,
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module Hledger.Data.PeriodicTransaction,
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module Hledger.Data.Posting,
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module Hledger.Data.RawOptions,
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module Hledger.Data.StringFormat,
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module Hledger.Data.Timeclock,
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module Hledger.Data.Transaction,
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module Hledger.Data.AutoTransaction,
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module Hledger.Data.TransactionModifier,
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module Hledger.Data.Types,
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tests_Hledger_Data
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)
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@ -38,12 +39,13 @@ import Hledger.Data.Journal
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import Hledger.Data.Ledger
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import Hledger.Data.MarketPrice
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import Hledger.Data.Period
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import Hledger.Data.PeriodicTransaction
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import Hledger.Data.Posting
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import Hledger.Data.RawOptions
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import Hledger.Data.StringFormat
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import Hledger.Data.Timeclock
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import Hledger.Data.Transaction
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import Hledger.Data.AutoTransaction
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import Hledger.Data.TransactionModifier
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import Hledger.Data.Types
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tests_Hledger_Data :: Test
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@ -1,34 +1,20 @@
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{-# LANGUAGE OverloadedStrings #-}
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{-# LANGUAGE RecordWildCards #-}
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{-# LANGUAGE ViewPatterns #-}
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{-# LANGUAGE CPP #-}
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{-|
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This module provides helpers for applying 'TransactionModifier's
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(eg generating automated postings) and generating 'PeriodicTransaction's.
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A 'PeriodicTransaction' is a rule describing recurring transactions.
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-}
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module Hledger.Data.AutoTransaction
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(
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-- * Transaction modifiers
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transactionModifierToFunction
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-- * Periodic transactions
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, runPeriodicTransaction
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module Hledger.Data.PeriodicTransaction (
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runPeriodicTransaction
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, checkPeriodicTransactionStartDate
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-- -- * Accessors, seemingly unused
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-- , tmParseQuery
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-- , jdatespan
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-- , periodTransactionInterval
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)
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)
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where
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import Data.Maybe
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#if !(MIN_VERSION_base(4,11,0))
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import Data.Monoid ((<>))
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#endif
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import Data.Time.Calendar
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import qualified Data.Text as T
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import Hledger.Data.Types
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import Hledger.Data.Dates
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@ -36,7 +22,6 @@ import Hledger.Data.Amount
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import Hledger.Data.Posting (post)
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import Hledger.Data.Transaction
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import Hledger.Utils.UTF8IOCompat (error')
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import Hledger.Query
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-- import Hledger.Utils.Debug
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-- $setup
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@ -44,111 +29,6 @@ import Hledger.Query
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-- >>> import Hledger.Data.Posting
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-- >>> import Hledger.Data.Journal
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-- | Converts a 'TransactionModifier' and a 'Query' to a
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-- 'Transaction'-transforming function. The query allows injection of
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-- additional restrictions on which postings to modify.
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-- The transformer function will not call 'txnTieKnot', you will
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-- probably want to call that after using it.
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--
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-- >>> transactionModifierToFunction Any (TransactionModifier "" ["pong" `post` usd 2]) nulltransaction{tpostings=["ping" `post` usd 1]}
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-- 0000/01/01
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-- ping $1.00
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-- pong $2.00
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-- <BLANKLINE>
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-- <BLANKLINE>
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-- >>> transactionModifierToFunction Any (TransactionModifier "miss" ["pong" `post` usd 2]) nulltransaction{tpostings=["ping" `post` usd 1]}
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-- 0000/01/01
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-- ping $1.00
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-- <BLANKLINE>
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-- <BLANKLINE>
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-- >>> transactionModifierToFunction None (TransactionModifier "" ["pong" `post` usd 2]) nulltransaction{tpostings=["ping" `post` usd 1]}
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-- 0000/01/01
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-- ping $1.00
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-- <BLANKLINE>
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-- <BLANKLINE>
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-- >>> transactionModifierToFunction Any (TransactionModifier "ping" ["pong" `post` amount{amultiplier=True, aquantity=3}]) nulltransaction{tpostings=["ping" `post` usd 2]}
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-- 0000/01/01
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-- ping $2.00
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-- pong $6.00
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-- <BLANKLINE>
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-- <BLANKLINE>
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transactionModifierToFunction :: Query -> TransactionModifier -> (Transaction -> Transaction)
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transactionModifierToFunction q mt =
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\t@(tpostings -> ps) -> t { tpostings = generatePostings ps } -- TODO add modifier txn comment/tags ?
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where
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q' = simplifyQuery $ And [q, tmParseQuery mt (error' "a transaction modifier's query cannot depend on current date")]
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mods = map tmPostingToFunction $ tmpostings mt
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generatePostings ps = [p' | p <- ps
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, p' <- if q' `matchesPosting` p then p:[ m p | m <- mods] else [p]]
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-- | Parse the 'Query' from a 'TransactionModifier's 'tmquerytxt',
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-- and return it as a function requiring the current date.
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--
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-- >>> mtvaluequery (TransactionModifier "" []) undefined
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-- Any
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-- >>> mtvaluequery (TransactionModifier "ping" []) undefined
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-- Acct "ping"
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-- >>> mtvaluequery (TransactionModifier "date:2016" []) undefined
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-- Date (DateSpan 2016)
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-- >>> mtvaluequery (TransactionModifier "date:today" []) (read "2017-01-01")
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-- Date (DateSpan 2017/01/01)
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tmParseQuery :: TransactionModifier -> (Day -> Query)
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tmParseQuery mt = fst . flip parseQuery (tmquerytxt mt)
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---- | 'DateSpan' of all dates mentioned in 'Journal'
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----
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---- >>> jdatespan nulljournal
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---- DateSpan -
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---- >>> jdatespan nulljournal{jtxns=[nulltransaction{tdate=read "2016-01-01"}] }
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---- DateSpan 2016/01/01
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---- >>> jdatespan nulljournal{jtxns=[nulltransaction{tdate=read "2016-01-01", tpostings=[nullposting{pdate=Just $ read "2016-02-01"}]}] }
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---- DateSpan 2016/01/01-2016/02/01
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--jdatespan :: Journal -> DateSpan
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--jdatespan j
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-- | null dates = nulldatespan
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-- | otherwise = DateSpan (Just $ minimum dates) (Just $ 1 `addDays` maximum dates)
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-- where
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-- dates = concatMap tdates $ jtxns j
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---- | 'DateSpan' of all dates mentioned in 'Transaction'
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----
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---- >>> tdates nulltransaction
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---- [0000-01-01]
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--tdates :: Transaction -> [Day]
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--tdates t = tdate t : concatMap pdates (tpostings t) ++ maybeToList (tdate2 t) where
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-- pdates p = catMaybes [pdate p, pdate2 p]
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postingScale :: Posting -> Maybe Quantity
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postingScale p =
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case amounts $ pamount p of
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[a] | amultiplier a -> Just $ aquantity a
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_ -> Nothing
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-- | Converts a 'TransactionModifier''s posting to a 'Posting'-generating function,
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-- which will be used to make a new posting based on the old one (an "automated posting").
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tmPostingToFunction :: Posting -> (Posting -> Posting)
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tmPostingToFunction p' =
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\p -> renderPostingCommentDates $ p'
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{ pdate = pdate p
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, pdate2 = pdate2 p
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, pamount = amount' p
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}
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where
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amount' = case postingScale p' of
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Nothing -> const $ pamount p'
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Just n -> \p -> withAmountType (head $ amounts $ pamount p') $ pamount p `divideMixedAmount` (1/n)
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withAmountType amount (Mixed as) = case acommodity amount of
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"" -> Mixed as
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c -> Mixed [a{acommodity = c, astyle = astyle amount, aprice = aprice amount} | a <- as]
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renderPostingCommentDates :: Posting -> Posting
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renderPostingCommentDates p = p { pcomment = comment' }
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where
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datesComment = T.concat $ catMaybes [T.pack . showDate <$> pdate p, ("=" <>) . T.pack . showDate <$> pdate2 p]
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comment'
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| T.null datesComment = pcomment p
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| otherwise = T.intercalate "\n" $ filter (not . T.null) [T.strip $ pcomment p, "[" <> datesComment <> "]"]
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-- doctest helper, too much hassle to define in the comment
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-- XXX duplicates some logic in periodictransactionp
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_ptgen str = do
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137
hledger-lib/Hledger/Data/TransactionModifier.hs
Normal file
137
hledger-lib/Hledger/Data/TransactionModifier.hs
Normal file
@ -0,0 +1,137 @@
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{-# LANGUAGE OverloadedStrings #-}
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{-# LANGUAGE ViewPatterns #-}
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{-# LANGUAGE CPP #-}
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{-|
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A 'TransactionModifier' is a rule that modifies certain 'Transaction's,
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typically adding automated postings to them.
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-}
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module Hledger.Data.TransactionModifier (
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transactionModifierToFunction
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)
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where
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import Data.Maybe
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#if !(MIN_VERSION_base(4,11,0))
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import Data.Monoid ((<>))
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#endif
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import qualified Data.Text as T
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import Data.Time.Calendar
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import Hledger.Data.Types
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import Hledger.Data.Dates
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import Hledger.Data.Amount
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import Hledger.Query
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import Hledger.Utils.UTF8IOCompat (error')
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-- import Hledger.Utils.Debug
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-- $setup
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-- >>> :set -XOverloadedStrings
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-- >>> import Hledger.Data.Posting
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-- >>> import Hledger.Data.Transaction
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-- >>> import Hledger.Data.Journal
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-- | Converts a 'TransactionModifier' and a 'Query' to a
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-- 'Transaction'-transforming function. The query allows injection of
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-- additional restrictions on which postings to modify.
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-- The transformer function will not call 'txnTieKnot', you will
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-- probably want to call that after using it.
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--
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-- >>> transactionModifierToFunction Any (TransactionModifier "" ["pong" `post` usd 2]) nulltransaction{tpostings=["ping" `post` usd 1]}
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-- 0000/01/01
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-- ping $1.00
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-- pong $2.00
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-- <BLANKLINE>
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-- <BLANKLINE>
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-- >>> transactionModifierToFunction Any (TransactionModifier "miss" ["pong" `post` usd 2]) nulltransaction{tpostings=["ping" `post` usd 1]}
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-- 0000/01/01
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-- ping $1.00
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-- <BLANKLINE>
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-- <BLANKLINE>
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-- >>> transactionModifierToFunction None (TransactionModifier "" ["pong" `post` usd 2]) nulltransaction{tpostings=["ping" `post` usd 1]}
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-- 0000/01/01
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-- ping $1.00
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-- <BLANKLINE>
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-- <BLANKLINE>
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-- >>> transactionModifierToFunction Any (TransactionModifier "ping" ["pong" `post` amount{amultiplier=True, aquantity=3}]) nulltransaction{tpostings=["ping" `post` usd 2]}
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-- 0000/01/01
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-- ping $2.00
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-- pong $6.00
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-- <BLANKLINE>
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-- <BLANKLINE>
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transactionModifierToFunction :: Query -> TransactionModifier -> (Transaction -> Transaction)
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transactionModifierToFunction q mt =
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\t@(tpostings -> ps) -> t { tpostings = generatePostings ps } -- TODO add modifier txn comment/tags ?
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where
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q' = simplifyQuery $ And [q, tmParseQuery mt (error' "a transaction modifier's query cannot depend on current date")]
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mods = map tmPostingToFunction $ tmpostings mt
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generatePostings ps = [p' | p <- ps
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, p' <- if q' `matchesPosting` p then p:[ m p | m <- mods] else [p]]
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-- | Parse the 'Query' from a 'TransactionModifier's 'tmquerytxt',
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-- and return it as a function requiring the current date.
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--
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-- >>> tmParseQuery (TransactionModifier "" []) undefined
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-- Any
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-- >>> tmParseQuery (TransactionModifier "ping" []) undefined
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-- Acct "ping"
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-- >>> tmParseQuery (TransactionModifier "date:2016" []) undefined
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-- Date (DateSpan 2016)
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-- >>> tmParseQuery (TransactionModifier "date:today" []) (read "2017-01-01")
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-- Date (DateSpan 2017/01/01)
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tmParseQuery :: TransactionModifier -> (Day -> Query)
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tmParseQuery mt = fst . flip parseQuery (tmquerytxt mt)
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---- | 'DateSpan' of all dates mentioned in 'Journal'
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----
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---- >>> jdatespan nulljournal
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---- DateSpan -
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---- >>> jdatespan nulljournal{jtxns=[nulltransaction{tdate=read "2016-01-01"}] }
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---- DateSpan 2016/01/01
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---- >>> jdatespan nulljournal{jtxns=[nulltransaction{tdate=read "2016-01-01", tpostings=[nullposting{pdate=Just $ read "2016-02-01"}]}] }
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---- DateSpan 2016/01/01-2016/02/01
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--jdatespan :: Journal -> DateSpan
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--jdatespan j
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-- | null dates = nulldatespan
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-- | otherwise = DateSpan (Just $ minimum dates) (Just $ 1 `addDays` maximum dates)
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-- where
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-- dates = concatMap tdates $ jtxns j
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---- | 'DateSpan' of all dates mentioned in 'Transaction'
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----
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---- >>> tdates nulltransaction
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---- [0000-01-01]
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--tdates :: Transaction -> [Day]
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--tdates t = tdate t : concatMap pdates (tpostings t) ++ maybeToList (tdate2 t) where
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-- pdates p = catMaybes [pdate p, pdate2 p]
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postingScale :: Posting -> Maybe Quantity
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postingScale p =
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case amounts $ pamount p of
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[a] | amultiplier a -> Just $ aquantity a
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_ -> Nothing
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-- | Converts a 'TransactionModifier''s posting to a 'Posting'-generating function,
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-- which will be used to make a new posting based on the old one (an "automated posting").
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tmPostingToFunction :: Posting -> (Posting -> Posting)
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tmPostingToFunction p' =
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\p -> renderPostingCommentDates $ p'
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{ pdate = pdate p
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, pdate2 = pdate2 p
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, pamount = amount' p
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}
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where
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amount' = case postingScale p' of
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Nothing -> const $ pamount p'
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Just n -> \p -> withAmountType (head $ amounts $ pamount p') $ pamount p `divideMixedAmount` (1/n)
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withAmountType amount (Mixed as) = case acommodity amount of
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"" -> Mixed as
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c -> Mixed [a{acommodity = c, astyle = astyle amount, aprice = aprice amount} | a <- as]
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renderPostingCommentDates :: Posting -> Posting
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renderPostingCommentDates p = p { pcomment = comment' }
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where
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datesComment = T.concat $ catMaybes [T.pack . showDate <$> pdate p, ("=" <>) . T.pack . showDate <$> pdate2 p]
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comment'
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| T.null datesComment = pcomment p
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| otherwise = T.intercalate "\n" $ filter (not . T.null) [T.strip $ pcomment p, "[" <> datesComment <> "]"]
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@ -2,7 +2,7 @@
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--
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-- see: https://github.com/sol/hpack
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--
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-- hash: 43aa3146bd1ffaeb1d8fa11aef445ffdb30976bcb6bc6285e93199a770cb982c
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-- hash: 61409a17c81f76ecd1ec1a836d308b382b0c1dffce1c3076bdfe5f8ac6da4370
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name: hledger-lib
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version: 1.10.99
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@ -59,12 +59,13 @@ library
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Hledger.Data.Ledger
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Hledger.Data.MarketPrice
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Hledger.Data.Period
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Hledger.Data.PeriodicTransaction
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Hledger.Data.StringFormat
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Hledger.Data.Posting
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Hledger.Data.RawOptions
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Hledger.Data.Timeclock
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Hledger.Data.Transaction
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Hledger.Data.AutoTransaction
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Hledger.Data.TransactionModifier
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Hledger.Data.Types
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Hledger.Query
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Hledger.Read
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@ -149,18 +150,19 @@ test-suite doctests
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Hledger.Data.Account
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Hledger.Data.AccountName
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Hledger.Data.Amount
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Hledger.Data.AutoTransaction
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Hledger.Data.Commodity
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Hledger.Data.Dates
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Hledger.Data.Journal
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Hledger.Data.Ledger
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Hledger.Data.MarketPrice
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Hledger.Data.Period
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Hledger.Data.PeriodicTransaction
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Hledger.Data.Posting
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Hledger.Data.RawOptions
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Hledger.Data.StringFormat
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Hledger.Data.Timeclock
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Hledger.Data.Transaction
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Hledger.Data.TransactionModifier
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Hledger.Data.Types
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Hledger.Query
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Hledger.Read
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@ -246,18 +248,19 @@ test-suite easytests
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Hledger.Data.Account
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Hledger.Data.AccountName
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Hledger.Data.Amount
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Hledger.Data.AutoTransaction
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Hledger.Data.Commodity
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Hledger.Data.Dates
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Hledger.Data.Journal
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Hledger.Data.Ledger
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Hledger.Data.MarketPrice
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Hledger.Data.Period
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Hledger.Data.PeriodicTransaction
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Hledger.Data.Posting
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Hledger.Data.RawOptions
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Hledger.Data.StringFormat
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Hledger.Data.Timeclock
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Hledger.Data.Transaction
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Hledger.Data.TransactionModifier
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Hledger.Data.Types
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Hledger.Query
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Hledger.Read
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@ -344,18 +347,19 @@ test-suite hunittests
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Hledger.Data.Account
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Hledger.Data.AccountName
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Hledger.Data.Amount
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Hledger.Data.AutoTransaction
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Hledger.Data.Commodity
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Hledger.Data.Dates
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Hledger.Data.Journal
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Hledger.Data.Ledger
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Hledger.Data.MarketPrice
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Hledger.Data.Period
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Hledger.Data.PeriodicTransaction
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Hledger.Data.Posting
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Hledger.Data.RawOptions
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Hledger.Data.StringFormat
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Hledger.Data.Timeclock
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Hledger.Data.Transaction
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Hledger.Data.TransactionModifier
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Hledger.Data.Types
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Hledger.Query
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Hledger.Read
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@ -108,12 +108,13 @@ library:
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- Hledger.Data.Ledger
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- Hledger.Data.MarketPrice
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- Hledger.Data.Period
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- Hledger.Data.PeriodicTransaction
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- Hledger.Data.StringFormat
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- Hledger.Data.Posting
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- Hledger.Data.RawOptions
|
||||
- Hledger.Data.Timeclock
|
||||
- Hledger.Data.Transaction
|
||||
- Hledger.Data.AutoTransaction
|
||||
- Hledger.Data.TransactionModifier
|
||||
- Hledger.Data.Types
|
||||
- Hledger.Query
|
||||
- Hledger.Read
|
||||
|
||||
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Reference in New Issue
Block a user