Commit Graph

114 Commits

Author SHA1 Message Date
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
Simon Michael
50bfc26ca7 ;lib: commentAddTagNextLine was broken
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.
2021-02-12 13:56:02 -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
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
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
b9c00dce61 lib,cli,ui: Implement all showMixed* functions in terms of DisplayAmountOpts and WideBuilder. 2021-01-02 15:08:09 +11:00
Stephen Morgan
12a6435c51 lib: Add wrap convenience function. 2021-01-02 15:08:09 +11:00
Stephen Morgan
e406cebcce lib: Remove unused AtDefault constructor for ValuationType. 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
Simon Michael
0dc8eca68a lib: remove partial code from journalApplyAliases etc. 2020-11-25 21:06:31 -08:00
Simon Michael
94b3f090be csv, timedot, timeclock: respect --alias options (fix #859)
Command-line account aliases now also affect transactions read
from these formats (not just journal format).

lib: journalApplyAliases, transactionApplyAliases, postingApplyAliases
helpers have been added.
2020-11-24 09:17:01 -08:00
Stephen Morgan
7e47c11fda lib: Remove some uses of pad(Left|Right)Wide to ensure we're using the
width provided by showMixed.

Also refactor renderTable to be a bit clearer, and to avoid duplicate
calculations.
2020-11-04 14:25:20 +11:00
Stephen Morgan
07dd30c1e5 lib,cli,ui: Change to consistent naming scheme for Hledger.Utils.Regex. 2020-09-01 11:36:34 +10:00
Stephen Morgan
e5371d5a6a lib,cli,ui,web: Make Regexp a wrapper for Regex. 2020-08-31 12:04:45 +10:00
Simon Michael
108c548240 journal: when an account alias contains a bad regexp, show details
lib: accountNameApplyAliases, accountNameApplyAliasesMemo are now
total
2020-08-06 15:27:40 -07:00
Stephen Morgan
dc076b0d5b lib: Use text library functions for stripping. 2020-07-16 10:03:25 -07:00
Simon Michael
765fb732c9 debug: move command parsing debug output down to level 8 2020-07-03 11:37:01 -07:00
Simon Michael
6cc896a8fe debug: show aliasing and auto postings with other reading (level 7) 2020-07-03 11:30:52 -07:00
Simon Michael
97f2235bca ;lib: refactor amount cost functions
Rename costOfAmount -> amountCost, costOfMixedAmount -> mixedAmountCost,
drop amountToCost, mixedAmountToCost.
2020-05-31 15:48:08 -07:00
Simon Michael
660ba7e1d9 lib: clarify zero-checking function names
isZeroAmount                -> amountLooksZero
isReallyZeroAmount          -> amountIsZero
isZeroMixedAmount           -> mixedAmountLooksZero
isReallyZeroMixedAmount     -> mixedAmountIsZero
isReallyZeroMixedAmountCost dropped
2020-05-29 18:57:22 -07:00
Simon Michael
aa96b41efe print, register: add --value=then, valuing at each posting's date
Currently this will give an error with other kinds of report.
2020-02-10 08:20:39 -08:00
Stephen Morgan
74778efcf5 Use nubSort instead of nub . sort. 2020-01-04 08:31:10 -08:00
Stephen Morgan
38904372b2 Calculate MultiReportBalance columns more efficiently.
Only calculate posting date once for each posting, and calculate their
columns instead of checking each DateSpan separately.
2020-01-03 16:11:46 -08:00
Simon Michael
13e6c7dfdf lib: drop "assertion" alias for nullassertion
Perhaps we'll stick with the null* convention. Fixes a warning in Transaction.hs.
2019-12-09 06:08:03 -08:00
Simon Michael
2b2a0b3cf8 ;tests: use "test" alias for testCase everywhere
Easier to type and read, and a little clearer to my eyes;
"testCase" implies a single case, but it can contain many assertions.
2019-11-28 15:33:33 -08:00
Simon Michael
b36f6df110 tests: port all unit tests to tasty, second pass (#1090)
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.
2019-11-27 13:17:34 -08:00
Simon Michael
6dcddadd9f ;journal: in generated-transaction:/posting: tags, add a space before the value 2019-10-07 14:54:36 -10:00
Simon Michael
a7f172b085 valuation: -V/-X respects report end date, code/doc cleanups (#1083)
-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.
2019-09-05 13:41:36 -07:00
Simon Michael
1cbbe8f43d memoise market valuation, making it fast (#999) 2019-08-19 02:16:39 +01:00
Simon Michael
35799142dd
Merge pull request #914 from simonmichael/rule-tags
tags for matching rule-generated txns and postings
2019-07-17 18:38:14 +01:00
Caleb Maclennan
11d9e5eb6a code: Strip extraneous trailing whitespace from Haskell sources 2019-07-15 16:40:49 +01:00
Simon Michael
6b61d1e0f1 ;lib: move transactionNote/Payee to Transaction.hs 2019-07-15 08:22:16 +01:00
Simon Michael
69defd497f ;lib: refactor: Data.Prices -> Data.Valuation 2019-06-14 19:04:09 -07:00
Simon Michael
ce0354ddbe lib: -X/--exchange now supports indirect price chains (#131)
Adds fgl as a dependency.
2019-06-13 15:50:01 -07:00
Simon Michael
692620180e ;lib: refactor: change AmountPrice to a Maybe
I've wanted to do this for a long time; now that prices are in flux,
seems a good time.
2019-06-13 15:50:01 -07:00
Simon Michael
adb6ee40eb lib: clarify price types (#131)
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.
2019-06-13 15:50:01 -07:00
Simon Michael
50a52dd467 lib: --value can select commodity (via direct/reverse prices) (#131) 2019-06-13 15:50:01 -07:00
Simon Michael
42ce95aaef ; refactor: centralise valuation logic #131 2019-05-31 15:29:09 -07:00
Simon Michael
34a0ad00b1 ;lib: encapsulate Prices db 2019-05-25 05:29:34 -07:00
Simon Michael
4a75971c6d lib: postingTransformAmount, postingToCost, postingValue 2019-05-23 21:55:17 -07:00
Simon Michael
ca565795ad lib: transaction, [v]post*, balassert* constructors, for tests etc. 2019-02-21 16:20:04 -08:00
Simon Michael
0bc16d4af6 lib, cli, web: rename porigin -> poriginal 2019-02-20 20:23:54 -08:00
Simon Michael
ba850f3871 lib: more transaction balancing/assertions/assignments cleanup 2019-02-20 09:14:30 -08:00
Simon Michael
8789a442a8 lib: inclusive balance assertions (=* and ==*) 2019-02-20 09:14:30 -08:00
Simon Michael
3b47b58aec lib: clarify transaction balancing & balance assertion checking 2019-02-20 09:14:30 -08:00
Simon Michael
bc7a1476ed refactor: lib: hlint cleanups 2019-02-14 05:15:49 -08:00
Samuel May
e57ef9e9a9 lib: journal: Add support for exact assertions 2018-10-22 09:55:14 -07:00
Samuel May
cde91fc5f4 lib: Make BalanceAssertion a full datatype
Note: simplifies/moves whitespace parsing out of the balance assertion
parser.
2018-10-22 09:55:14 -07:00