Commit Graph

4 Commits

Author SHA1 Message Date
Simon Michael
2f007c93d2 dev: switch all qualifed imports to ImportQualifiedPost style 2025-09-29 19:28:59 -10:00
Stephen Morgan
aad61e465d fix: balance: Correctly handle empty journals (#2452)
Eliminate several partial functions.
2025-09-11 07:29:27 +01:00
Simon Michael
bc55e1c58f dev: fix liftA2, Foldable1 build errors with ghc <9.6 [#2395] 2025-09-03 20:02:12 +01:00
Stephen Morgan
80cf1d1995 !dev: lib: Allow Account to store date-indexed balances.
This upgrades Account to enable it to store a multiperiod balance, with
a separate balance for each date period. This enables it do the hard
work in MultiBalanceReport.

Some new types are created to enable convenient operation of accounts.
- `BalanceData` is a type which stores an exclusive balance, inclusive
  balance, and number of postings. This was previously directly stored
  in Account, but is now factored into a separate data type.
- `PeriodData` is a container which stores date-indexed data, as well as
  pre-period data. In post cases, this represents the report spans,
  along with the historical data.
- Account becomes polymorphic, allowing customisation of the type of
  data it stores. This will usually be `BalanceData`, but in
  `BudgetReport` it can use `These BalanceData BalanceData` to store
  both actuals and budgets in the same structure. The data structure
  changes to contain a `PeriodData`, allowing multiperiod accounts.

Some minor changes are made to behaviour for consistency:
- --declared treats parent accounts consistently.
- --flat --empty ensures that implied accounts with no postings are not displayed, but
  accounts with zero balance and actual postings are.
2025-06-04 23:10:00 -10:00