lib: Generalise CBCSubreportSpec to allow more subreport control.

hledger-lib/Hledger/Reports/MultiBalanceReport.hs

@@ -16,7 +16,6 @@ module Hledger.Reports.MultiBalanceReport (
   multiBalanceReport,
   multiBalanceReportWith,
 
-  CompoundBalanceReport,
   compoundBalanceReport,
   compoundBalanceReportWith,
 
@@ -86,7 +85,6 @@ import Hledger.Reports.ReportTypes
 
 type MultiBalanceReport    = PeriodicReport    DisplayName MixedAmount
 type MultiBalanceReportRow = PeriodicReportRow DisplayName MixedAmount
-type CompoundBalanceReport = CompoundPeriodicReport DisplayName MixedAmount
 
 -- type alias just to remind us which AccountNames might be depth-clipped, below.
 type ClippedAccountName = AccountName
@@ -131,14 +129,15 @@ multiBalanceReportWith rspec' j priceoracle = report
 
 -- | Generate a compound balance report from a list of CBCSubreportSpec. This
 -- shares postings between the subreports.
-compoundBalanceReport :: ReportSpec -> Journal -> [CBCSubreportSpec]
+compoundBalanceReport :: ReportSpec -> Journal -> [CBCSubreportSpec a]
-                      -> CompoundBalanceReport
+                      -> CompoundPeriodicReport a MixedAmount
 compoundBalanceReport rspec j = compoundBalanceReportWith rspec j (journalPriceOracle infer j)
   where infer = infer_value_ $ rsOpts rspec
 
 -- | A helper for compoundBalanceReport, similar to multiBalanceReportWith.
 compoundBalanceReportWith :: ReportSpec -> Journal -> PriceOracle
-                          -> [CBCSubreportSpec] -> CompoundBalanceReport
+                          -> [CBCSubreportSpec a]
+                          -> CompoundPeriodicReport a MixedAmount
 compoundBalanceReportWith rspec' j priceoracle subreportspecs = cbr
   where
     -- Queries, report/column dates.
@@ -160,16 +159,16 @@ compoundBalanceReportWith rspec' j priceoracle subreportspecs = cbr
         generateSubreport CBCSubreportSpec{..} =
             ( cbcsubreporttitle
             -- Postprocess the report, negating balances and taking percentages if needed
-            , prNormaliseSign cbcsubreportnormalsign $
+            , cbcsubreporttransform $
-                generateMultiBalanceReport rspec' j valuation colspans colps' startbals'
+                generateMultiBalanceReport rspec{rsOpts=ropts} j valuation colspans colps' startbals'
             , cbcsubreportincreasestotal
             )
           where
-            rspec'     = rspec{rsOpts=ropts}
-            ropts      = (rsOpts rspec){normalbalance_=Just cbcsubreportnormalsign}
             -- Filter the column postings according to each subreport
-            colps'     = filter (matchesPosting $ cbcsubreportquery j) <$> colps
+            colps'     = filter (matchesPosting q) <$> colps
-            startbals' = HM.filterWithKey (\k _ -> matchesAccount (cbcsubreportquery j) k) startbals
+            startbals' = HM.filterWithKey (\k _ -> matchesAccount q k) startbals
+            ropts      = cbcsubreportoptions $ rsOpts rspec
+            q          = cbcsubreportquery j
 
     -- Sum the subreport totals by column. Handle these cases:
     -- - no subreports

hledger-lib/Hledger/Reports/ReportTypes.hs

@@ -17,7 +17,6 @@ module Hledger.Reports.ReportTypes
 , Average
 
 , periodicReportSpan
-, prNormaliseSign
 , prMapName
 , prMapMaybeName
 
@@ -40,8 +39,10 @@ import Data.Maybe (mapMaybe)
 import Data.Semigroup (Semigroup(..))
 #endif
 import GHC.Generics (Generic)
+
 import Hledger.Data
 import Hledger.Query (Query)
+import Hledger.Reports.ReportOptions (ReportOpts)
 
 type Percentage = Decimal
 
@@ -109,12 +110,6 @@ periodicReportSpan :: PeriodicReport a b -> DateSpan
 periodicReportSpan (PeriodicReport [] _ _)       = DateSpan Nothing Nothing
 periodicReportSpan (PeriodicReport colspans _ _) = DateSpan (spanStart $ head colspans) (spanEnd $ last colspans)
 
--- | Given a PeriodicReport and its normal balance sign,
--- if it is known to be normally negative, convert it to normally positive.
-prNormaliseSign :: Num b => NormalSign -> PeriodicReport a b -> PeriodicReport a b
-prNormaliseSign NormallyNegative = fmap negate
-prNormaliseSign NormallyPositive = id
-
 -- | Map a function over the row names.
 prMapName :: (a -> b) -> PeriodicReport a c -> PeriodicReport b c
 prMapName f report = report{prRows = map (prrMapName f) $ prRows report}
@@ -157,10 +152,11 @@ data CompoundPeriodicReport a b = CompoundPeriodicReport
 
 -- | Description of one subreport within a compound balance report.
 -- Part of a "CompoundBalanceCommandSpec", but also used in hledger-lib.
-data CBCSubreportSpec = CBCSubreportSpec
+data CBCSubreportSpec a = CBCSubreportSpec
   { cbcsubreporttitle          :: String
   , cbcsubreportquery          :: Journal -> Query
-  , cbcsubreportnormalsign     :: NormalSign
+  , cbcsubreportoptions        :: ReportOpts -> ReportOpts
+  , cbcsubreporttransform      :: PeriodicReport DisplayName MixedAmount -> PeriodicReport a MixedAmount
   , cbcsubreportincreasestotal :: Bool
   }
 

hledger/Hledger/Cli/Commands/Balancesheet.hs

@@ -24,13 +24,15 @@ balancesheetSpec = CompoundBalanceCommandSpec {
      CBCSubreportSpec{
       cbcsubreporttitle="Assets"
      ,cbcsubreportquery=journalAssetAccountQuery
-     ,cbcsubreportnormalsign=NormallyPositive
+     ,cbcsubreportoptions=(\ropts -> ropts{normalbalance_=Just NormallyPositive})
+     ,cbcsubreporttransform=id
      ,cbcsubreportincreasestotal=True
      }
     ,CBCSubreportSpec{
       cbcsubreporttitle="Liabilities"
      ,cbcsubreportquery=journalLiabilityAccountQuery
-     ,cbcsubreportnormalsign=NormallyNegative
+     ,cbcsubreportoptions=(\ropts -> ropts{normalbalance_=Just NormallyNegative})
+     ,cbcsubreporttransform=fmap negate
      ,cbcsubreportincreasestotal=False
      }
     ],

hledger/Hledger/Cli/Commands/Balancesheetequity.hs

@@ -24,19 +24,22 @@ balancesheetequitySpec = CompoundBalanceCommandSpec {
      CBCSubreportSpec{
       cbcsubreporttitle="Assets"
      ,cbcsubreportquery=journalAssetAccountQuery
-     ,cbcsubreportnormalsign=NormallyPositive
+     ,cbcsubreportoptions=(\ropts -> ropts{normalbalance_=Just NormallyPositive})
+     ,cbcsubreporttransform=id
      ,cbcsubreportincreasestotal=True
      }
     ,CBCSubreportSpec{
       cbcsubreporttitle="Liabilities"
      ,cbcsubreportquery=journalLiabilityAccountQuery
-     ,cbcsubreportnormalsign=NormallyNegative
+     ,cbcsubreportoptions=(\ropts -> ropts{normalbalance_=Just NormallyNegative})
+     ,cbcsubreporttransform=fmap negate
      ,cbcsubreportincreasestotal=False
      }
     ,CBCSubreportSpec{
       cbcsubreporttitle="Equity"
      ,cbcsubreportquery=journalEquityAccountQuery
-     ,cbcsubreportnormalsign=NormallyNegative
+     ,cbcsubreportoptions=(\ropts -> ropts{normalbalance_=Just NormallyNegative})
+     ,cbcsubreporttransform=fmap negate
      ,cbcsubreportincreasestotal=False
      }
     ],

hledger/Hledger/Cli/Commands/Cashflow.hs

@@ -27,7 +27,8 @@ cashflowSpec = CompoundBalanceCommandSpec {
      CBCSubreportSpec{
       cbcsubreporttitle="Cash flows"
      ,cbcsubreportquery=journalCashAccountQuery
-     ,cbcsubreportnormalsign=NormallyPositive
+     ,cbcsubreportoptions=(\ropts -> ropts{normalbalance_= Just NormallyPositive})
+     ,cbcsubreporttransform=id
      ,cbcsubreportincreasestotal=True
      }
     ],

hledger/Hledger/Cli/Commands/Incomestatement.hs

@@ -23,13 +23,15 @@ incomestatementSpec = CompoundBalanceCommandSpec {
      CBCSubreportSpec{
       cbcsubreporttitle="Revenues"
      ,cbcsubreportquery=journalRevenueAccountQuery
-     ,cbcsubreportnormalsign=NormallyNegative
+     ,cbcsubreportoptions=(\ropts -> ropts{normalbalance_=Just NormallyNegative})
+     ,cbcsubreporttransform=fmap negate
      ,cbcsubreportincreasestotal=True
      }
     ,CBCSubreportSpec{
       cbcsubreporttitle="Expenses"
      ,cbcsubreportquery=journalExpenseAccountQuery
-     ,cbcsubreportnormalsign=NormallyPositive
+     ,cbcsubreportoptions=(\ropts -> ropts{normalbalance_=Just NormallyPositive})
+     ,cbcsubreporttransform=id
      ,cbcsubreportincreasestotal=False
      }
     ],

hledger/Hledger/Cli/CompoundBalanceCommand.hs

@@ -43,7 +43,7 @@ import Hledger.Cli.Utils (unsupportedOutputFormatError, writeOutput)
 data CompoundBalanceCommandSpec = CompoundBalanceCommandSpec {
   cbcdoc      :: CommandDoc,                      -- ^ the command's name(s) and documentation
   cbctitle    :: String,                          -- ^ overall report title
-  cbcqueries  :: [CBCSubreportSpec],  -- ^ subreport details
+  cbcqueries  :: [CBCSubreportSpec DisplayName],  -- ^ subreport details
   cbctype     :: BalanceType                      -- ^ the "balance" type (change, cumulative, historical)
                                                   --   this report shows (overrides command line flags)
 }
@@ -186,7 +186,7 @@ Balance Sheet
  Total       ||           1        1        1
 
 -}
-compoundBalanceReportAsText :: ReportOpts -> CompoundBalanceReport -> String
+compoundBalanceReportAsText :: ReportOpts -> CompoundPeriodicReport DisplayName MixedAmount -> String
 compoundBalanceReportAsText ropts
   (CompoundPeriodicReport title _colspans subreports (PeriodicReportRow _ coltotals grandtotal grandavg)) =
     title ++ "\n\n" ++
@@ -225,7 +225,7 @@ concatTables (Table hLeft hTop dat) (Table hLeft' _ dat') =
 -- Subreports' CSV is concatenated, with the headings rows replaced by a
 -- subreport title row, and an overall title row, one headings row, and an
 -- optional overall totals row is added.
-compoundBalanceReportAsCsv :: ReportOpts -> CompoundBalanceReport -> CSV
+compoundBalanceReportAsCsv :: ReportOpts -> CompoundPeriodicReport DisplayName MixedAmount -> CSV
 compoundBalanceReportAsCsv ropts (CompoundPeriodicReport title colspans subreports (PeriodicReportRow _ coltotals grandtotal grandavg)) =
   addtotals $
   padRow title :
@@ -262,7 +262,7 @@ compoundBalanceReportAsCsv ropts (CompoundPeriodicReport title colspans subrepor
           ])
 
 -- | Render a compound balance report as HTML.
-compoundBalanceReportAsHtml :: ReportOpts -> CompoundBalanceReport -> Html ()
+compoundBalanceReportAsHtml :: ReportOpts -> CompoundPeriodicReport DisplayName MixedAmount -> Html ()
 compoundBalanceReportAsHtml ropts cbr =
   let
     CompoundPeriodicReport title colspans subreports (PeriodicReportRow _ coltotals grandtotal grandavg) = cbr