Commit Graph

37 Commits

Author SHA1 Message Date
Simon Michael
6d45630014 dev: lib: fix recently broken doctest 2022-08-29 11:15:35 +01:00
Stephen Morgan
9155d679fe fix!: Revert "fix!: utf-8: Use with-utf8 to ensure all files are read and written with utf8 encoding. (#1619)"
This reverts commit e233f001c5.

This would break at least some people's workflow. A lighter touch is
probably sufficient.
2022-06-01 09:35:18 +10:00
Stephen Morgan
e233f001c5 fix!: utf-8: Use with-utf8 to ensure all files are read and written with utf8 encoding. (#1619)
May also fix #1154, #1033, #708, #536, #73: testing is needed.

This aims to solve all problems where misconfigured locales lead to
parsers failing on utf8-encoded data. This should hopefully avoid
encoding issues, but since it fundamentally alters how encoding is dealt
with it may lead to unexpected outcomes. Widespread testing on a number
of different platforms would be useful.
2022-05-22 13:12:19 +10:00
Stephen Morgan
73925ae965 fix: types: Ensure auto postings can match against and be matched by type: queries.
This requires checking parent accounts for any new accounts introduced by auto postings which do not exist in the original journal.

Also refactor journalFinalise to only call journalPostingsAddAccountTags once, and use fewer intermediate variables.
2022-02-03 15:32:00 -10:00
Simon Michael
35c1c9b6a2 pkg: progress towards supporting GHC 9.2 and newer libs (#1774)
hledger-lib builds, hledger's deps don't (shakespeare).
2021-12-06 12:32:50 -10:00
Stephen Morgan
fc8aa602cf lib!: modifyTransactions now takes a Map of commodity styles, and will
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.
2021-07-30 13:52:35 -10:00
Stephen Morgan
7ed2a0aa9b lib!: lib: Remove aismultiplier from Amount.
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.
2021-07-22 19:06:33 -10:00
Stephen Morgan
e2198ff1ee lib: Auto-postings with Amount queries should filter only those commodities which match the query.
Also corrects a regression introduced in
8ab29f84b32288a34ae7627a2204081fae31900f where transaction modifier
postings without multipliers would incorrectly be filtered by commodity.
2021-07-01 09:35:56 -10:00
Stephen Morgan
2a9d358627 lib: Make sure automatic postings generated from postings with more than one commodity match on commodity symbol (#1582). 2021-06-30 17:35:43 -10:00
Stephen Morgan
55308e1ca8 lib,cli,ui,web: Remove unnecessary CPP when dropping support for GHC 8.2. 2021-06-07 17:33:54 -10:00
Stephen Morgan
5e7b69356f lib: Change internal representation of MixedAmount to use a strict Map
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.
2021-05-01 09:45:29 -10:00
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
f0655d1c7f lib: (amount|mixedAmount)(Looks|Is)Zero functions now check whether
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.
2021-02-23 14:54:39 -08:00
Stephen Morgan
07a7c3d3a8 lib: Use Text and Text builder only in postingAsLines. 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
74b296f865 lib,cli: Make showTransaction return Text rather than String. 2021-01-02 15:08:09 +11:00
Simon Michael
b76caae338 fix doctest breakage (#1312) 2020-08-08 08:53:55 -07:00
Simon Michael
242c05fc9a lib, journal: parseQuery, modifyTransactions are now total (#1312)
modifyTransactions now also requires a reference date, for parsing queries.
Relative dates are now permitted in auto posting rules.
2020-08-05 13:44:04 -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
e0a46a6523 ;lib: update doctests for ISO 8601 date output
[ci skip]
2020-02-03 08:03:44 -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
095badd7f9 ;fix doctests 2019-08-31 17:15:48 -07:00
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
03877057fb refactor: cli: commands: hlint clean 2019-02-14 05:15:49 -08:00
Simon Michael
d6e075dacd refactor journalModifyTransactions, modifyTransactions
API changes:

Hledger.Data.TransactionModifier
-transactionModifierToFunction
+modifyTransactions

Hledger.Read.Common.applyTransactionModifiers -> Hledger.Data.Journal.journalModifyTransactions
2019-02-01 11:31:04 -08:00
Simon Michael
5908414d77 lib: amultiplier -> aismultiplier 2019-01-05 07:35:54 +00:00
Simon Michael
b00aa32d7b journal: txn modifier multipliers multiply total-priced amounts (#928)
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.
2018-11-13 17:50:30 -08:00
Simon Michael
b053942e9b lib: flip the arguments of (divide|multiply)[Mixed]Amount (api change)
Also, start using a mapMixedAmount helper.
2018-11-13 17:28:24 -08:00
Simon Michael
9e8b1612b0 journal: fix txn modifier multipliers with total-priced amounts (#928)
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.
2018-11-13 16:35:46 -08:00
Simon Michael
4b5b9f46db lib: TransactionModifier: clarify 2018-11-13 16:35:46 -08:00
Simon Michael
80b34ea48d lib: TransactionModifier: cleanup 2018-11-13 11:25:36 -08:00
Simon Michael
d14d6e2b68 tests: update doctests after Transaction Show change 2018-09-04 14:02:04 -07:00
Simon Michael
d685d1aa9b lib,rewrite: simplify transactionModifierToFunction
This removes transactionModifierToFunction's extra query parameter;
the rewrite command sets it in the TransactionModifier instead, which
I think is equivalent. I had to change one functional test, but it
seems correct now, so perhaps it wasn't working right before ?
2018-08-02 08:25:49 +01:00
Simon Michael
bb36693155 lib: refactor, txnTieKnot automatically 2018-08-02 08:25:49 +01:00
Simon Michael
a49b1cd3bb lib: AutoTransaction.hs -> TransactionModifier.hs, PeriodicTransaction.hs 2018-07-30 20:22:39 +01:00