Dmitry Astapov
Simon Michael
parent
cbf4029b8b
commit
b7413edf22
@ -22,6 +22,7 @@ module Hledger.Reports.ReportOptions (
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whichDateFromOpts,
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journalSelectingAmountFromOpts,
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intervalFromRawOpts,
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forecastPeriodFromRawOpts,
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queryFromOpts,
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queryFromOptsOnly,
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queryOptsFromOpts,
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@ -124,7 +125,7 @@ data ReportOpts = ReportOpts {
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-- sign normalisation, converting normally negative subreports to
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-- normally positive for a more conventional display.
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,color_ :: Bool
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,forecast_ :: Bool
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,forecast_ :: Maybe DateSpan
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,transpose_ :: Bool
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} deriving (Show, Data, Typeable)
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@ -192,7 +193,7 @@ rawOptsToReportOpts rawopts = checkReportOpts <$> do
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,invert_ = boolopt "invert" rawopts'
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,pretty_tables_ = boolopt "pretty-tables" rawopts'
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,color_ = color
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,forecast_ = boolopt "forecast" rawopts'
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,forecast_ = forecastPeriodFromRawOpts d rawopts'
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,transpose_ = boolopt "transpose" rawopts'
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}
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@ -313,6 +314,18 @@ intervalFromRawOpts = lastDef NoInterval . collectopts intervalfromrawopt
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| n == "yearly" = Just $ Years 1
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| otherwise = Nothing
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-- | get period expression from --forecast option
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forecastPeriodFromRawOpts :: Day -> RawOpts -> Maybe DateSpan
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forecastPeriodFromRawOpts d opts =
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case
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dbg2 "forecastopt" $ maybestringopt "forecast" opts
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of
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Nothing -> Nothing
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Just "" -> Just nulldatespan
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Just str ->
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either (\e -> usageError $ "could not parse forecast period : "++customErrorBundlePretty e) (Just . snd) $
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parsePeriodExpr d $ stripquotes $ T.pack str
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-- | Extract the interval from the parsed -p/--period expression.
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-- Return Nothing if an interval is not explicitly defined.
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extractIntervalOrNothing :: (Interval, DateSpan) -> Maybe Interval
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@ -1414,7 +1414,7 @@ This can be used to match transactions generated "just now",
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rather than generated in the past and saved to the journal.
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Forecast transactions start on the first occurrence, and end on the last occurrence,
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of their interval within the forecast period. The forecast period:
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of their interval within the forecast period. The default forecast period:
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- begins on the later of
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- the report start date if specified with -b/-p/date:
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@ -1425,8 +1425,9 @@ of their interval within the forecast period. The forecast period:
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or 180 days from today.
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where "today" means the current date at report time.
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The "later of" rule ensures that forecast transactions do not overlap normal transactions in time;
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they will begin only after normal transactions end.
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The "later of" rule ensures that by default forecast transactions do not overlap normal transactions in time;
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they will begin only after normal transactions end. If you wish to use your own forecast period,
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you can provied it via `--forecast=PERIODICEXPR`.
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Forecasting can be useful for estimating balances into the future,
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and experimenting with different scenarios.
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@ -86,8 +86,8 @@ asInit d reset ui@UIState{
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q = And [queryFromOpts d ropts, excludeforecastq (forecast_ ropts)]
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where
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-- Except in forecast mode, exclude future/forecast transactions.
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excludeforecastq True = Any
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excludeforecastq False = -- not:date:tomorrow- not:tag:generated-transaction
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excludeforecastq (Just _) = Any
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excludeforecastq Nothing = -- not:date:tomorrow- not:tag:generated-transaction
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And [
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Not (Date $ DateSpan (Just $ addDays 1 d) Nothing)
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,Not (Tag "generated-transaction" Nothing)
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@ -218,7 +218,7 @@ asDraw UIState{aopts=_uopts@UIOpts{cliopts_=copts@CliOpts{reportopts_=ropts}}
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,("-+", str "depth")
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,("T", renderToggle (tree_ ropts) "flat" "tree")
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,("H", renderToggle (not ishistorical) "end-bals" "changes")
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,("F", renderToggle1 (forecast_ ropts) "forecast")
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,("F", renderToggle1 (isJust $ forecast_ ropts) "forecast")
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--,("/", "filter")
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--,("DEL", "unfilter")
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--,("ESC", "cancel/top")
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@ -339,7 +339,7 @@ asHandle ui0@UIState{
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VtyEvent (EvKey (KChar 'U') []) -> asCenterAndContinue $ regenerateScreens j d $ toggleUnmarked ui
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VtyEvent (EvKey (KChar 'P') []) -> asCenterAndContinue $ regenerateScreens j d $ togglePending ui
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VtyEvent (EvKey (KChar 'C') []) -> asCenterAndContinue $ regenerateScreens j d $ toggleCleared ui
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VtyEvent (EvKey (KChar 'F') []) -> continue $ regenerateScreens j d $ toggleForecast ui
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VtyEvent (EvKey (KChar 'F') []) -> continue $ regenerateScreens j d $ toggleForecast d ui
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VtyEvent (EvKey (KDown) [MShift]) -> continue $ regenerateScreens j d $ shrinkReportPeriod d ui
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VtyEvent (EvKey (KUp) [MShift]) -> continue $ regenerateScreens j d $ growReportPeriod d ui
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@ -66,7 +66,7 @@ main = do
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-- always include forecasted periodic transactions when loading data;
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-- they will be toggled on and off in the UI.
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let copts' = copts{reportopts_=ropts{forecast_=True}}
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let copts' = copts{reportopts_=ropts{forecast_=Just $ fromMaybe nulldatespan (forecast_ ropts)}}
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case True of
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_ | "help" `inRawOpts` rawopts -> putStr (showModeUsage uimode)
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@ -72,8 +72,8 @@ rsInit d reset ui@UIState{aopts=_uopts@UIOpts{cliopts_=CliOpts{reportopts_=ropts
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q = And [queryFromOpts d ropts', excludeforecastq (forecast_ ropts)]
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where
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-- Except in forecast mode, exclude future/forecast transactions.
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excludeforecastq True = Any
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excludeforecastq False = -- not:date:tomorrow- not:tag:generated-transaction
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excludeforecastq (Just _) = Any
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excludeforecastq Nothing = -- not:date:tomorrow- not:tag:generated-transaction
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And [
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Not (Date $ DateSpan (Just $ addDays 1 d) Nothing)
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,Not (Tag "generated-transaction" Nothing)
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@ -237,7 +237,7 @@ rsDraw UIState{aopts=_uopts@UIOpts{cliopts_=copts@CliOpts{reportopts_=ropts}}
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-- ,("RIGHT", str "transaction")
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,("T", renderToggle (tree_ ropts) "flat(-subs)" "tree(+subs)") -- rsForceInclusive may override, but use tree_ to ensure a visible toggle effect
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,("H", renderToggle (not ishistorical) "historical" "period")
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,("F", renderToggle1 (forecast_ ropts) "forecast")
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,("F", renderToggle1 (isJust $ forecast_ ropts) "forecast")
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-- ,("a", "add")
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-- ,("g", "reload")
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-- ,("q", "quit")
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@ -336,7 +336,7 @@ rsHandle ui@UIState{
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VtyEvent (EvKey (KChar 'U') []) -> rsCenterAndContinue $ regenerateScreens j d $ toggleUnmarked ui
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VtyEvent (EvKey (KChar 'P') []) -> rsCenterAndContinue $ regenerateScreens j d $ togglePending ui
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VtyEvent (EvKey (KChar 'C') []) -> rsCenterAndContinue $ regenerateScreens j d $ toggleCleared ui
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VtyEvent (EvKey (KChar 'F') []) -> rsCenterAndContinue $ regenerateScreens j d $ toggleForecast ui
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VtyEvent (EvKey (KChar 'F') []) -> rsCenterAndContinue $ regenerateScreens j d $ toggleForecast d ui
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VtyEvent (EvKey (KChar '/') []) -> continue $ regenerateScreens j d $ showMinibuffer ui
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VtyEvent (EvKey (KDown) [MShift]) -> continue $ regenerateScreens j d $ shrinkReportPeriod d ui
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@ -164,11 +164,15 @@ toggleHistorical ui@UIState{aopts=uopts@UIOpts{cliopts_=copts@CliOpts{reportopts
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-- overkill, probably we should just hide/show the periodic
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-- transactions with a query for their special tag.
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--
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toggleForecast :: UIState -> UIState
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toggleForecast ui@UIState{aopts=uopts@UIOpts{cliopts_=copts@CliOpts{reportopts_=ropts}}} =
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toggleForecast :: Day -> UIState -> UIState
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toggleForecast d ui@UIState{aopts=uopts@UIOpts{cliopts_=copts@CliOpts{reportopts_=ropts}}} =
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ui{aopts=uopts{cliopts_=copts'}}
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where
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copts' = copts{reportopts_=ropts{forecast_=not $ forecast_ ropts}}
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copts' = copts{reportopts_=ropts{forecast_=forecast'}}
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forecast' =
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case forecast_ ropts of
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Just _ -> Nothing
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Nothing -> forecastPeriodFromRawOpts d $ rawopts_ copts
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-- | Toggle between showing all and showing only real (non-virtual) items.
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toggleReal :: UIState -> UIState
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@ -181,8 +181,12 @@ reportflags = [
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-- generated postings/transactions
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,flagNone ["auto"] (setboolopt "auto") "apply automated posting rules to modify transactions"
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,flagNone ["forecast"] (setboolopt "forecast") "generate future transactions from periodic transaction rules, for the next 6 months or till report end date. In hledger-ui, also make ordinary future transactions visible."
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,flagOpt "" ["forecast"] (\s opts -> Right $ setopt "forecast" s opts) "PERIODEXP"
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(unlines
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[ "Generate periodic transactions (from periodic transaction rules). By default these begin after the latest recorded transaction, and end 6 months from today, or at the report end date."
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, "Also, in hledger-ui, make future transactions visible."
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, "Note that = (and not a space) is required before PERIODEXP if you wish to supply it."
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])
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]
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-- | Common flags that are accepted but not shown in --help,
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@ -114,18 +114,22 @@ anonymiseByOpts opts =
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-- from today if unspecified.
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--
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journalAddForecast :: CliOpts -> Journal -> IO Journal
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journalAddForecast opts@CliOpts{inputopts_=iopts, reportopts_=ropts} j = do
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journalAddForecast CliOpts{inputopts_=iopts, reportopts_=ropts} j = do
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today <- getCurrentDay
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-- "They can start no earlier than: the day following the latest normal transaction in the journal (or today if there are none)."
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let mjournalend = dbg2 "journalEndDate" $ journalEndDate False j -- ignore secondary dates
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forecaststart = dbg2 "forecaststart" $ fromMaybe today mjournalend
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forecastbeginDefault = dbg2 "forecastbeginDefault" $ fromMaybe today mjournalend
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-- "They end on or before the specified report end date, or 180 days from today if unspecified."
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mspecifiedend <- snd . dbg2 "specifieddates" <$> specifiedStartEndDates ropts
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let forecastend = dbg2 "forecastend" $ fromMaybe (addDays 180 today) mspecifiedend
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let forecastendDefault = dbg2 "forecastendDefault" $ fromMaybe (addDays 180 today) mspecifiedend
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let forecastspan = dbg2 "forecastspan" $
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spanDefaultsFrom
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(fromMaybe nulldatespan $ dbg2 "forecastspan flag" $ forecast_ ropts)
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(DateSpan (Just forecastbeginDefault) (Just forecastendDefault))
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let forecastspan = DateSpan (Just forecaststart) (Just forecastend)
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forecasttxns =
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[ txnTieKnot t | pt <- jperiodictxns j
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, t <- runPeriodicTransaction pt forecastspan
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@ -135,12 +139,12 @@ journalAddForecast opts@CliOpts{inputopts_=iopts, reportopts_=ropts} j = do
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forecasttxns' = (if auto_ iopts then modifyTransactions (jtxnmodifiers j) else id) forecasttxns
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return $
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if forecast_ ropts
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then journalBalanceTransactions' opts j{ jtxns = concat [jtxns j, forecasttxns'] }
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else j
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case forecast_ ropts of
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Just _ -> journalBalanceTransactions' iopts j{ jtxns = concat [jtxns j, forecasttxns'] }
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Nothing -> j
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where
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journalBalanceTransactions' opts j =
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let assrt = not . ignore_assertions_ $ inputopts_ opts
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journalBalanceTransactions' iopts j =
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let assrt = not . ignore_assertions_ $ iopts
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in
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either error' id $ journalBalanceTransactions assrt j
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@ -156,3 +156,48 @@ Y 2000
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>>>2
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>>>=0
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# 8. A balance report with forecast-begin enabling transaction before report end
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hledger bal -M -b 2016-10 -e 2017-02 -f - --forecast=20160801-
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<<<
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2016/12/31
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expenses:housing $600
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assets:cash
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~ monthly from 2016/1 salary
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income $-1000
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assets:cash
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>>>
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Balance changes in 2016-10-01-2017-01-31:
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|| Oct Nov Dec Jan
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==================++================================
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assets:cash || $1000 $1000 $400 $1000
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expenses:housing || 0 0 $600 0
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income || $-1000 $-1000 $-1000 $-1000
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------------------++--------------------------------
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|| 0 0 0 0
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>>>2
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>>>=0
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# 9. Parse error in malformed forecast period expression
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hledger bal -M -b 2016-10 -e 2017-02 -f - --forecast=20160801-foobar
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<<<
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2016/12/31
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expenses:housing $600
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assets:cash
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~ monthly from 2016/1 salary
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income $-1000
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assets:cash
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>>>
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>>>2
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hledger: could not parse forecast period : 1:10:
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1 | 20160801-foobar
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| ^
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unexpected 'f'
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expecting end of input
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(use -h to see usage)
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>>>=1
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