POSIXTime.
This eliminates old-time, which has been deprecated for a while, from
our dependencies.
This introduces a slight incompatibility, as a small number of functions
now take/return POSIXTime instead of ClockTime. Generally you will be
using the current time, in which case you should use getPOSIXTime from
Data.Time.Clock.POSIX instead of getClockTime.
utcTimeToClockTime has been removed, as it is now equivalent to
utcTimeToPOSIXSeconds from Data.Time.Clock.POSIX.
We can't filter out empty commodity strings since that is a legitimate
group. Simultaneously, we should only include the empty commodity if it
is explicitly used (part of a posting) and not generated as part of
`Amounts.amounts`
A gain report will report on unrealised gains by looking at the
difference between the valuation of an amount (by default, --value=end),
and the valuation of the cost of the amount.
This adds the `--commodity-column` option that displays each commodity
on a separate line and the commodities themselves as a separate column.
The initial design considerations are at
simonmichael.hledger.issues.1559
The single-period balance report with `--commodity-column` does not
interoperate with custom formats.
style amounts according to that argument. journalAddForecast and
journalTransform now return an Either String Journal.
This improves efficiency, as we no longer have to restyle all amounts in
the journal after generating auto postings or periodic transactions.
Changing the return type of journalAddForecast and journalTransform
reduces partiality.
To get the previous behaviour for modifyTransaction, use modifyTransaction mempty.
In Amount, aismultiplier is a boolean flag that will always be False,
except for in TMPostingRules, where it indicates whether the posting
rule is a multiplier. It is therefore unnecessary in the vast majority
of cases. This posting pulls this flag out of Amount and puts it into
TMPostingRule, so it is only kept around when necessary.
This changes the parsing of journals somewhat. Previously you could
include an * before an amount anywhere in a Journal, and it would
happily parse and set the aismultiplier flag true. This will now fail
with a parse error: * is now only acceptable before an amount within an
auto posting rule.
Any usage of the library in which the aismultiplier field is read or set
should be removed. If you truly need its functionality, you should
switch to using TMPostingRule.
This changes the JSON output of Amount, as it will no longer include
aismultiplier.
This change provides more predictable and intuitive behaviour when
using -S/--sort-amount with multiple commodities.
It implements a custom Ord (and Eq) instance for MixedAmount
which substitutes zero for any missing commodities.
As a consequence, all the ways of representing zero with a MixedAmount ([],
[A 0], [A 0, B 0, ...]) are now Eq-ual (==), whereas before they were
not. We have not been able to find anything broken by this change.
* imp: lib: Compare MixedAmounts by substituting zero for any missing commodities. (#1563)
* ;doc: Update docs for new multicommodity sort by amount rules.
Also corrects a regression introduced in
8ab29f84b32288a34ae7627a2204081fae31900f where transaction modifier
postings without multipliers would incorrectly be filtered by commodity.
transactions are balanced possibly using explicit prices, but without
inferring any prices. This is included in --strict mode.
Renames check autobalanced to check balancedwithautoconversion.
instead of a list of Amounts. No longer export Mixed constructor, to
keep API clean (if you really need it, you can import it directly from
Hledger.Data.Types). We also ensure the JSON representation of
MixedAmount doesn't change: it is stored as a normalised list of
Amounts.
This commit improves performance. Here are some indicative results.
hledger reg -f examples/10000x1000x10.journal
- Maximum residency decreases from 65MB to 60MB (8% decrease)
- Total memory in use decreases from 178MiB to 157MiB (12% decrease)
hledger reg -f examples/10000x10000x10.journal
- Maximum residency decreases from 69MB to 60MB (13% decrease)
- Total memory in use decreases from 198MiB to 153MiB (23% decrease)
hledger bal -f examples/10000x1000x10.journal
- Total heap usage decreases from 6.4GB to 6.0GB (6% decrease)
- Total memory in use decreases from 178MiB to 153MiB (14% decrease)
hledger bal -f examples/10000x10000x10.journal
- Total heap usage decreases from 7.3GB to 6.9GB (5% decrease)
- Total memory in use decreases from 196MiB to 185MiB (5% decrease)
hledger bal -M -f examples/10000x1000x10.journal
- Total heap usage decreases from 16.8GB to 10.6GB (47% decrease)
- Total time decreases from 14.3s to 12.0s (16% decrease)
hledger bal -M -f examples/10000x10000x10.journal
- Total heap usage decreases from 108GB to 48GB (56% decrease)
- Total time decreases from 62s to 41s (33% decrease)
If you never directly use the constructor Mixed or pattern match against
it then you don't need to make any changes. If you do, then do the
following:
- If you really care about the individual Amounts and never normalise
your MixedAmount (for example, just storing `Mixed amts` and then
extracting `amts` as a pattern match, then use should switch to using
[Amount]. This should just involve removing the `Mixed` constructor.
- If you ever call `mixed`, `normaliseMixedAmount`, or do any sort of
amount arithmetic (+), (-), then you should replace the constructor
`Mixed` with the function `mixed`. To extract the list of Amounts, use
the function `amounts`.
- If you ever call `normaliseMixedAmountSquashPricesForDisplay`, you can
replace that with `mixedAmountStripPrices`. (N.B. this does something
slightly different from `normaliseMixedAmountSquashPricesForDisplay`,
but I don't think there's any use case for squashing prices and then
keeping the first of the squashed prices around. If you disagree let
me know.)
- Any remaining calls to `normaliseMixedAmount` can be removed, as that
is now the identity function.
existing representation is small enough.
Previously the JSON representation of Decimal was rounded to 10 points
of precision before serialising. This sometimes results in an
unnecessary increase of precision.
It now uses the same JSON representation as Maybe Word8. This means that
the JSON serialisation is now broadly compatible with that used before the
commit f6fa76bba7, differing only in
how it handles numbers outside Word8 and that it can now produce null
for NaturalPrecision.
Comparing two Quantity (either with (==) or compare) does a lot of
normalisation (calling roundMax) which is unnecessary if we're comparing
to zero. Do things more directly to save work.
For reg -f examples/10000x10000x10.journal, this results in
- A 12% reduction in heap allocations, from 70GB to 62GB
- A 14% reduction in (profiled) time, from 79s to 70s
Results for bal -f examples/10000x10000x10.journal are of the same order
of magnitude.
rather than lists. This is probably not an enormous performance sink in real
situations, but it takes a huge amount of time and memory in our
benchmarks (specifically 10000x10000x10.journal).
For bal -f examples/10000x10000x10.journal, this results in
- A 23% reduction in heap allocation, from 27GiB to 21GiB
- A 33% reduction in (profiled) time running, from 26.5s to 17.9s
former being a simple wrapper around the latter.
This removes the need for the showNormalised option, as showMixedAmountB
will always showNormalised and showAmountsB will never do so.
We also strip prices from MixedAmount before displaying if not displaying prices.
Exceptions are for dealing with the pamount field, which is really just
dealing with an unnormalised list of amounts.
This creates an API for dealing with MixedAmount, so we never have to
access the internals outside of Hledger.Data.Amount.
Also remove a comment, since it looks like #1207 has been resolved.
supplant the old interface, which relied on the Num typeclass.
MixedAmount did not have a very good Num instance. The only functions
which were defined were fromInteger, (+), and negate. Furthermore, it
was not law-abiding, as 0 + a /= a in general. Replacements for used
functions are:
0 -> nullmixedamt / mempty
(+) -> maPlus / (<>)
(-) -> maMinus
negate -> maNegate
sum -> maSum
sumStrict -> maSum
Also creates some new constructors for MixedAmount:
mixedAmount :: Amount -> MixedAmount
maAddAmount :: MixedAmount -> Amount -> MixedAmount
maAddAmounts :: MixedAmount -> [Amount] -> MixedAmount
Add Semigroup and Monoid instances for MixedAmount.
Ideally we would remove the Num instance entirely.
The only change needed have nullmixedamt/mempty substitute for
0 without problems was to not squash prices in
mixedAmount(Looks|Is)Zero. This is correct behaviour in any case.
price directives after the last transaction/posting date if using
--value=end.
Also enlarges the reportspan to encompass full intervals for budget
goals.
both the quantity and the cost are zero. This is usually what you want,
but if you do only want to check whether the quantity is zero, you
can run mixedAmountStripPrices (or similar) before this.
(multiply|divide)(Mixed)?Amount now also multiply or divide the
TotalPrice if it is present, and the old
(multiply|divide)(Mixed)?AmountAndPrice functions are removed.
internally, closing a big space leak.
This also now combines Amounts with TotalPrices in the same commodity
when normalising; amounts with TotalPrices were previously never
combined.
aquantity.
Journal entries still require a positive @@ price, but now the sign is
set after parsing, rather than when converting in amountToCost.
The reason for this change is that, if we're going to perform arithmetic
on Amount with TotalCost, then the presence of aquantity=0 means that
amountToCost would render the total cost as 0, because signum 0 == 0.
This makes journal entries like the following impossible to balance:
2000-01-01
a 0 @@ 10 A
b -10 A
add --debug=1 shows the top hits for similar past transactions.
added:
Hledger.Cli.Utils.journalSimilarTransaction
provides --debug=1 output
changed:
Hledger.Cli.Commands.Add.transactionsSimilarTo -> Hledger.Data.Journal.journalTransactionsSimilarTo
now takes an extra number-of-results argument
It would not add the tag when a comment already existed.
This affected hledger-print-location.hs and probably
the generated-transaction: tag in periodic transactions.
For clarity; infer-value was too vague. The old spelling remains
supported for compatibility, but is now deprecated.
When typing, --infer-market or even --infer (for now) is sufficient.
On the accounts screen and register screen we round amounts according
to commodity styles, but when you drill down to a transaction you
probably want to see the unrounded amounts.
Ensures parseable and more sensible-looking output in more cases, and behaves more like Ledger's print.
There is still an issue with adding trailing zeroes, which would be nice to prevent.
independently.
You can now combine costing and valuation, for example "--cost
--value=then" will first convert to costs, and then value according to
the "--value=then" strategy. Any valuation strategy can be used with or
without costing.
If multiple valuation and costing strategies are specified on the
command line, then if any of them include costing
(-B/--cost/--value=cost) then amounts will be converted to cost, and for
valuation strategy the rightmost will be used.
--value=cost is deprecated, but still supported and is equivalent to
--cost/-B. --value=cost,COMM is no longer supported, but this behaviour can be
achieved with "--cost --value=then,COMM".
costing and valuation.
This currently is given a dummy NoCost argument and is equivalent to
"maybe id (*ApplyValuation ...)", but provides a constant interface so
that internal behaviour can be changed freely.
Also adds a postingDate argument to amountApplyValuation, and re-orders
the ValuationType and (Transaction/Posting) arguments to
(transaction/posting)ApplyValuation, to be consistent with
amountApplyValuation.
Searching for prices during valuation no longer now properly excludes
price loops, avoiding near infinite looping with certain
configurations of market prices. Also we now always use a direct price
when available, rather than searching unnecessarily.
Price searching progress info, useful for troubleshooting, is now
displayed with --debug=2.
There could still be some corner cases we don't handle correctly. We
now give up with an error message if the searched price chains get too
long (> 1000). More importantly, we should also give up if the search
iterates too many times, but this is not done yet.
A "hledger check" argument may now be a quoted string containing
the check name followed by space-separated arguments, for
checks which make use of those. This means the check command
can replicate "check-dates --unique" and (in principle)
"check-fancyassertions ASSERTIONS..". Eg:
hledger check "dates --unique"
I think it'll be better for checks to take no arguments or options,
so this is probably just a transitional feature for compatibility.
Command-line account aliases now also affect transactions read
from these formats (not just journal format).
lib: journalApplyAliases, transactionApplyAliases, postingApplyAliases
helpers have been added.
Work on hledger-web tests showed some bad behaviour, in particular
journalReloadIfNewer would always reload a journal read from a string
or stdout. This is now fixed, and an ugly read.show conversion has
been cleaned up.
Hledger.Cli.Utils API changes:
removed:
- journalSpecifiedFileIsNewer
- fileModificationTime
added:
- utcTimeToClockTime
changed:
- journalFileIsNewer now requires a file argument
Journal keeps a new piece of parsing state, a decimal mark character,
which can optionally be set to force the number format expected by all
amount parsers.
This introduces some new helper functions which are exactly the same
as what we had before, but do not call
normaliseMixedAmountSquashPricesForDisplay, so that we can use the new
functions for displaying Transaction and Posting. It also goes through
and gets rid of most uses of the old showMixed* functions which would
benefit from using the new interface.
This changes showMixedAmountElided so that the width to elide to is
given as an argument, rather than fixed at 22 characters. This
actually uses the new renderTable interface. Mostly this is just an
internal change, but since we have more information about the widths
of things, we can actually get rid of some superfluous spaces in the
budget report output, previously there to make sure it stayed aligned
with the largest reasonable contents.
Previously showMixedAmountElided would show two amounts and then the
elision string if necessary. Now it will display as many Amounts as it
can subject to the condition that the amounts plus the elision string
fit within 22 characters.
This is an API change, but it seems better than having additional
colour-supporting variants and trying to avoid duplicated code.
I stopped short of changing showAmount, so cshowAmount still exists.
Multicolumn balance reports showing many commodities tend to become
unreadably wide, especially in tree mode. Now by default we show at
most two commodities, and a count of the rest if there are more than
two. This should help keep reports somewhat readable by default.
As mentioned by netvor on IRC, the unbalanced transaction error was
not too clear when postings all have the same sign.
Some other wording has been clarified, and the main error message is
now shown on multiple lines for readability (at the cost of
predictability/grepability..)
There's also a probably unnoticeable change: selecting which parts of
the error to show is now based on display precisions (reusing the
balanced check logic), rather than original precisions.
Amounts in JSON are now rendered as simple Numbers with up to 10
decimal places, instead of Decimal objects which would in some cases
have 255 digits, too many for most JSON parsers to handle.
A provisional fix, see the comment in Json.hs for more detail.
D directives are now fully equivalent to commodity directives for
setting a commodity's display style. (Previously it was equivalent to
a posting amount, so it couldn't limit the number of decimal places.)
When both kinds of directive exist, commodity directives take precedence.
When there are multiple D directives in the journal, only the last one
affects display style.
Stop exporting journalAmounts, overJournalAmounts, traverseJournalAmounts.
Rename journalAmounts helper to journalStyleInfluencingAmounts.
D directives are now a little better at influencing amount
canonicalisation, eg in the updated test case.
Fix presumably copy-paste errors
timeclock format has only timeclock lines or empty/comment lines
Update test format to v3, add new tests
Throw error on unexpected clock codes in timeclock format
Fix missing case in pattern matching
(max|min)imum(By)?Def are being replaced by (max|min)imumBound(By)?
but the old functions have the semantics I want and
I don't understand the new ones yet.
This can hide other deprecation warnings in this file,
and presumably the old functions will be removed later,
so this is temporary.
Cf https://github.com/ndmitchell/safe/issues/26
Hledger.Util.Tests helpers have been cleaned up, and test names are
now shown.
Tests have been cleaned up a bit. Some groups of unnamed tests have
been collapsed into a single named test containing a sequence of
assertions. The test command counts named tests, not assertions, so
the reported unit test count has dropped from 199 to 188.
easytest is not actively maintained and requires an old version of
hedgehog which does not support base-compat 0.11 & ghc 8.8.
This is still using the old easytest helpers, and not displaying test
names properly.
It seems we don't use it at all, and ony says it's not robust with
prices either.
Merge remote-tracking branch 'ony/chores/drop-elide-in-showTransaction'
This commit introduces the commandline argument -%/--percent to show
percentages of the column's total instead of the absolute amounts for
each account in reports. The signs of the values are preserved.
This option is especially useful for the balance and incomestatement
commands.
If there are multiple commodities involved in a report hledger bails
with an error message. This can be avoided by using --cost. Also note
that if one uses -% with the balance command the chances are high that
all numbers are 0. This is due to the fact that by default balance sums
up to zero. If one wants to use -% in a meaningful way with balance one
has to add a query.
In order to keep the implementation as simple as possible --tree has no
influence over how the percentages are calculated, i.e., the percentages
always represent the fraction of the columns total. If one wants to know
the percentages relative to a parent account, one has to use a query to
narrow down the accounts.
This behavior is highly depends on journal. If we want to re-introduce
it we'd better re-consider how transaction entry can be "simplified".
I.e. besides dropping last amount we may drop prices that can be assumed
implicitly.
Note that there is no need to knit it into showTransaction since it
easily achievable with pre-processing (similar to implicit balances
etc).
Certain journal entries could trigger a bug where we displayed amounts
with the same character for digit group mark and decimal mark. Now if
a comma or period digit group mark is detected, that forces the
decimal mark to be the other character.
And if they did, the stats command would now throw an error.
Changed:
journalApplyCommodityStyles
journalInferCommodityStyles
commodityStylesFromAmounts
fail is moving out of Monad and into it's own MonadFail class.
This will be enforced in GHC 8.8 (I think).
base-compat/base-compat-batteries 0.11.0 have adapted to this,
and are approaching stackage nightly
(https://github.com/commercialhaskell/stackage/issues/4802).
hledger is now ready to build with base-compat-batteries 0.11.0, once
all of our deps do (eg aeson). We are still compatible with the older
0.10.x and GHC 7.10.3 as well.
For now we are using both fails:
- new fail (from Control.Monad.Fail), used in our parsers, imported
via base-compat-batteries Control.Monad.Fail.Compat to work with
older GHC versions.
- old fail (from GHC.Base, exported by Prelude, Control.Monad,
Control.Monad.State.Strict, Prelude.Compat, ...), used in easytest's
Test, since I couldn't find their existing fail implementation to update.
To reduce (my) confusion, these are imported carefully, consistently,
and qualified everywhere as Fail.fail and Prelude.fail, with clashing
re-exports suppressed, like so:
import Prelude hiding (fail)
import qualified Prelude (fail)
import Control.Monad.State.Strict hiding (fail)
import "base-compat-batteries" Prelude.Compat hiding (fail)
import qualified "base-compat-batteries" Control.Monad.Fail.Compat as Fail
-V (and -X) now respects a report end date set with -e/-p/date: when
choosing the valuation date, similar to hledger 1.14 and Ledger.
This means that -V/-X aren't exactly like either --value=end or
--value=now. The "Effect of --value on reports" doc has been extended
accordingly, and much of it has been reworded and made more accurate.
dropped journalPrices
renamed Price to AmountPrice, AKA "transaction price"
renamed MarketPrice to PriceDirective.
added new MarketPrice (more pure form of PriceDirective without the amount style information)
Prices is now a more efficient data structure, but not used yet.
This feature turns out to be quite involved, as valuation interacts
with the many report variations. Various bugs/specs have been
fixed/clarified relating to register's running total, balance totals
etc. Eg register's total should now be the sum of the posting amount
values, not the values of the original sums. Current level of support
has been documented.
When valuing at transaction date, we once again do early valuation of
all posting amounts, to get more correct results. variants. This means
--value-at=t can be slower than other valuation modes when there are
many transactions and many prices. This could be revisited for
optimisation when things are more settled.
Instead of converting all journal amounts to value early on, we now
convert just the report amounts to value, before rendering.
This was basically how it originally worked (for the balance command),
but now it's built in to the four basic reports used by print,
register, balance and their variants - Entries, Postings, Balance,
MultiBalance - each of which now has its own xxValue helper.
This should mostly fix -V's performance when there are many
transactions and prices (the price lookups could still be optimised),
and allow more flexibility for report-specific value calculations.
+------------------------------------------++-----------------+-------------------+--------------------------+
| || hledger.999.pre | hledger.999.1sort | hledger.999.after-report |
+==========================================++=================+===================+==========================+
| -f examples/1000x1000x10.journal bal -V || 1.08 | 0.96 | 0.76 |
| -f examples/2000x1000x10.journal bal -V || 1.65 | 1.05 | 0.73 |
| -f examples/3000x1000x10.journal bal -V || 2.43 | 1.58 | 0.84 |
| -f examples/4000x1000x10.journal bal -V || 4.39 | 1.96 | 0.93 |
| -f examples/5000x1000x10.journal bal -V || 7.75 | 2.99 | 1.07 |
| -f examples/6000x1000x10.journal bal -V || 11.21 | 3.72 | 1.16 |
| -f examples/7000x1000x10.journal bal -V || 16.91 | 4.72 | 1.19 |
| -f examples/8000x1000x10.journal bal -V || 27.10 | 9.83 | 1.40 |
| -f examples/9000x1000x10.journal bal -V || 39.73 | 15.00 | 1.51 |
| -f examples/10000x1000x10.journal bal -V || 50.72 | 25.61 | 2.15 |
+------------------------------------------++-----------------+-------------------+--------------------------+
There's one new limitation, not yet resolved: -V once again can pick a
valuation date in the future, if no report end date is specified and
the journal has future-dated transactions. We prefer to avoid that,
but reports currently are pure and don't have access to today's date.
-V is still quite a bit slower than no -V, but not as much as before:
+===========================================================++=======+
| hledger.999.pre -f examples/10000x10000x10.journal bal || 5.20 |
| hledger.999.pre -f examples/10000x10000x10.journal bal -V || 57.20 |
| hledger.999 -f examples/10000x10000x10.journal bal || 5.34 |
| hledger.999 -f examples/10000x10000x10.journal bal -V || 17.50 |
+-----------------------------------------------------------++-------+
I needed to be more careful about ordering, as johannesgerer's original
code was, and the tests missed it. I think I have it now.
Found the PR whose code I have been reworking, it was #438.
Going with option 1b from the issue: calculated and asserted amounts
are compared exactly, disregarding display precision.
But now balance assertion failure messages show those exact amounts at
full precision, avoiding confusion.
Surprisingly, balance assertions were checking to maximum precision,
which meant it was possible, with a display-precision-limiting
commodity directive, to have a failing assertion with the error
message showing asserted and actual amounts that looked the same.
Now we round the calculated account balance (but not the asserted
balance) to display precision before comparing. This should ensure
assertions always behave as you would expect from visual inspection.
This should eventually include accountnames from transaction
modifiers (if `--auto` is enabled), or periodic transactions (if
`--forecast` is enabled).
A different approach: instead of converting to unit prices and fiddling
with the display precision, just multiply the total prices by the same
multiplier (and keep them positive).
This seems a little more natural. I'm not sure if one of these will be
more robust than the other.
Divide/multiply amounts *and* their total price, if they have one.
Helpful for keeping transactions balanced when transaction modifiers are
multiplying amounts.
Transaction modifier multipliers have never multiplied total-priced amounts
correctly (and prior to hledger 1.10, this could generate unbalanced
transactions).
Now, the generated postings in this situation will have unit prices,
and an extra digit of display precision. This helps ensure that
the modified transaction will remain balanced. I'm not sure yet if
it's guaranteed.
