Commit Graph

7 Commits

Author SHA1 Message Date
Simon Michael
8779f2481a ;dev: PeriodData, DayPartition: haddock updates
Clarify some things. Also note an example of PeriodData wrapping around.
2025-10-11 11:02:18 -10:00
Stephen Morgan
4e9fa1615c dev!: lib: Refactor splitSpan to return Maybe DayPartition.
This eliminates all error calls from the chain calculating report
periods.
2025-10-09 15:31:28 -10:00
Stephen Morgan
b9caa4d948 dev!: balance: Use DayPartition for multibalance reports.
This allows us to guarantee that the report periods are well-formed and
don't contain errors (e.g. empty spans, spans not contiguous, spans not
a partition).

Note the underlying representation is now for disjoint spans, whereas
previously the end date of a span was equal to the start date of the
next span, and then was adjusted backwards one day when needed.
2025-10-09 15:31:28 -10:00
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