Commit Graph

400 Commits

Author SHA1 Message Date
Stephen Morgan
4609e79f2c lib,cli,ui,web: A number of AccountName and Journal functions which are
supposed to produce unique sorted use Sets internally to be slightly
more efficient. There is also a new function journalCommodities.
2021-03-23 11:26:30 -07:00
Stephen Morgan
13589aca2e doc: Remove incorrect haddock comment. 2021-03-23 11:26:30 -07:00
Stephen Morgan
7aa3d3e760 lib,cli: Some efficiency improvements in register reports.
Strip prices after valuing postings in PostingsReport.
Use renderRow interface for Register report.

For reg -f examples/10000x10000x10.journal, this results in:
- Heap allocations decreasing by 55%, from 68.6GB to 31.2GB
- Resident memory decreasing by 75%, from 254GB to 65GB
- Total (profiled) time decreasing by 55%, from 37s to 20s
2021-03-21 07:10:27 -07:00
Stephen Morgan
d6a4310d8f lib,cli,ui,bin: Eliminate all uses of Mixed outside of Hledger.Data.Amount.
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.
2021-03-18 09:47:59 +11:00
Stephen Morgan
dabb3ef82e lib,cli,ui,bin: Create a new API for MixedAmount arithmetic. This should
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.
2021-03-18 09:47:21 +11:00
Stephen Morgan
fb02d86884 lib: Do not do any valuation with --value=cost, perform AtEnd valuation with --value=cost,COMM. 2021-03-10 12:42:01 +11:00
Simon Michael
51d582e845 also keep supporting --value=cost,COMM for now (#1499) 2021-03-09 07:37:52 -08:00
Stephen Morgan
efb37c3343 lib: Default to PeriodChange report when using ValueChangeReport. 2021-03-05 10:09:14 -08:00
Stephen Morgan
3f408c2117 lib,cli: Restore old --change option for per-period summation, use --sum for basic ValueChange balance report. 2021-03-05 10:09:14 -08:00
Stephen Morgan
edaaef897b lib: Do not include price directives in journalDateSpan. Only include
price directives after the last transaction/posting date if using
--value=end.

Also enlarges the reportspan to encompass full intervals for budget
goals.
2021-03-03 05:26:55 -08:00
Stephen Morgan
7f2536a2a7 lib,cli: Add --valuechange report type for calculating change of value
of accounts, restore --value=end behaviour to that of hledger-1.19.
2021-02-27 18:42:02 -08:00
Stephen Morgan
351648e4fa lib,cli: Add --periodic option to indicate PeriodChange accumulation (renamed from --change). 2021-02-27 18:42:02 -08:00
Simon Michael
37e49ada70 cli: rename --infer-value to --infer-market-price
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.
2021-02-05 15:16:39 -08:00
Stephen Morgan
b619b68f71 doc: Remove references to --value=cost, replacing them with --cost.
Since this is option is now just an alias for -B/--cost, and since it
may be removed soon, we make it undocumented, though it will still
behave as before. --value=cost,COMM is unsupported as well.
2021-01-28 13:57:48 -08:00
Stephen Morgan
c9eb7d1bcf lib,cli,ui: Separate costing from valuation; each can now be specified
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".
2021-01-28 13:57:48 -08:00
Stephen Morgan
130739e3ef lib,cli,ui: Introduce *ApplyCostValuation functions, which perform both
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.
2021-01-28 13:57:48 -08:00
Stephen Morgan
9cf5015958 lib: bal --value=end without --historical should not report on fluctuation in value of historical postings. 2021-01-28 13:57:48 -08:00
Stephen Morgan
217bfc5e74 lib: Rename alignCell to textCell, minor cleanups. 2021-01-15 12:56:48 -08:00
Stephen Morgan
2b545caae5 lib: Calculate value at posting date for register --value=then -M. 2021-01-12 18:20:21 -08:00
Stephen Morgan
c40db2b1eb lib: Make sure AtEnd valuation behaviour is consistent between single- and multi-period reports (#1424). 2021-01-05 14:42:09 -08:00
Stephen Morgan
83110e8820 lib,cli: Extend AtThen valuation to all report types.
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.
2021-01-05 14:42:09 -08:00
Stephen Morgan
7d3cf1747a lib: Make consistent naming scheme for showMixedAmount* functions,
add conversion between old API and new API in the documentation.
2021-01-02 15:08:09 +11:00
Stephen Morgan
1f891a4145 doc: Fix some outdated documentation. 2021-01-02 15:08:09 +11:00
Stephen Morgan
e4e533eb9f lib,cli,ui: Replace some uses of String with Text, get rid of some unpacks, clean up showMixed options. 2021-01-02 15:08:09 +11:00
Stephen Morgan
13c111da73 lib,cli,ui: Use WideBuilder for Tabular.AsciiWide.
Move WideBuilder to Text.WideString.
2021-01-02 15:08:09 +11:00
Stephen Morgan
b9c00dce61 lib,cli,ui: Implement all showMixed* functions in terms of DisplayAmountOpts and WideBuilder. 2021-01-02 15:08:09 +11:00
Stephen Morgan
462a13cad7 lib,cli: Use Text Builder for Balance commands. 2021-01-02 15:08:09 +11:00
Stephen Morgan
089564b04b lib,cli: Use Text for CompoundPeriodicReport titles. 2021-01-02 15:08:09 +11:00
Stephen Morgan
541c4fc18c lib,cli: Use Text for CSV values. 2021-01-02 15:08:09 +11:00
Stephen Morgan
e3ec01c3c6 lib,cli,ui: Use Text for showDate and related. 2021-01-02 15:08:09 +11:00
Stephen Morgan
7e44b89bb4 lib: Remove unused label on TranspactionReport and AccountTransactionsReport. 2021-01-02 15:08:09 +11:00
Stephen Morgan
5752f1c5cb lib,cli: Use Text Builder for Account Transaction Reports. 2021-01-02 15:08:09 +11:00
Stephen Morgan
646ee0bce5 cli: Using Text Builder for posting reports. 2021-01-02 15:08:09 +11:00
Stephen Morgan
a64d1aa6d0 bin: Update bin scripts for current hledger-lib.
(cherry picked from commit bc4aef17b7fa13ec0754b93325e1c5e5ee04f1e7)
2020-12-30 08:59:03 -08:00
Stephen Morgan
e406cebcce lib: Remove unused AtDefault constructor for ValuationType. 2020-12-19 11:59:44 -08:00
Stephen Morgan
46093b8de7 lib,ui: For hledger-ui, do valuation for all valuation types, not just
AtCost and AtDefault.

Remove unused valuationTypeIs* functions.
2020-12-19 11:59:44 -08:00
Stephen Morgan
cdec0f9382 lib: Remove special handling of now-inaccessible AtDefault valuation constructor.
This simplifies all the *ApplyValuation functions, as they no longer
need mreportdate or multiperiod arguments.
2020-12-19 11:59:44 -08:00
Stephen Morgan
0c23619ae7 lib: Valuation has changed; and -V now acts like --value=end. 2020-12-19 11:59:44 -08:00
Stephen Morgan
8981b3e196 lib: Include empty columns in MultiBalanceReports.
This was previously done for CompoundBalanceReport and when --empty was
called; this makes the behaviour consistent.
2020-12-18 20:54:08 -08:00
Simon Michael
9617d0dd81 ;lib: multibalancereport sorting implementation notes (#1414, #1415) 2020-12-14 09:36:34 -08:00
Stephen Morgan
92645cca14 lib: Sorting accounts by amount should also consider account name after amounts. 2020-12-14 06:48:47 -08:00
Simon Michael
349ffd7c0b updateReportSpecFromOpts -> updateReportSpec[With] 2020-12-12 12:05:44 -08:00
Simon Michael
e33667f580 check: support quoted check name + args
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.
2020-11-29 20:48:31 -08:00
Simon Michael
654ab4243a ; comments 2020-11-20 16:45:40 -08:00
Simon Michael
4a74680a22 ;lib: rename some budget report helpers
The new names are of course verbose, but more consistent and revealing.
2020-11-19 14:59:08 -08:00
Simon Michael
372c9724a8 bal: improve budget, MultiBalanceReport debug output
Comply with debug levels policy, clarify some labels.
2020-11-19 14:42:46 -08:00
Simon Michael
5bb9006b6c bal: support CSV output for --budget reports (#1155) 2020-11-18 16:29:04 -08:00
Stephen Morgan
74ce7be556 lib,ui: Make sure ReportSpec is updated when updating ReportOpts. 2020-11-09 16:30:15 -08:00
Stephen Morgan
3caf82c003 lib: Remove Empty Query constructor, which does nothing and has done so
for a very long time.
2020-11-09 11:21:40 -08:00
Stephen Morgan
c25612b8de lib: Refactor to eliminate confusing variables. 2020-11-08 17:11:05 -08:00