{-| An 'Amount' is some quantity of money, shares, or anything else. A simple amount is a commodity, quantity pair (where commodity can be anything): @ $1 £-50 EUR 3.44 GOOG 500 1.5h 90apples 0 @ A mixed amount (not yet implemented) is one or more simple amounts: @ $50, EUR 3, AAPL 500 16h, $13.55, oranges 6 @ Commodities may be convertible or not. A mixed amount containing only convertible commodities can be converted to a simple amount. Arithmetic examples: @ $1 - $5 = $-4 $1 + EUR 0.76 = $2 EUR0.76 + $1 = EUR 1.52 EUR0.76 - $1 = 0 ($5, 2h) + $1 = ($6, 2h) ($50, EUR 3, AAPL 500) + ($13.55, oranges 6) = $67.51, AAPL 500, oranges 6 ($50, EUR 3) * $-1 = $-53.96 ($50, AAPL 500) * $-1 = error @ -} module Ledger.Amount where import qualified Data.Map as Map import Ledger.Utils import Ledger.Types import Ledger.Commodity instance Show Amount where show = showAmount instance Num Amount where abs (Amount c q) = Amount c (abs q) signum (Amount c q) = Amount c (signum q) fromInteger i = Amount (comm "") (fromInteger i) (+) = amountop (+) (-) = amountop (-) (*) = amountop (*) instance Num MixedAmount where abs = error "programming error, mixed amounts do not support abs" signum = error "programming error, mixed amounts do not support signum" fromInteger i = [Amount (comm "") (fromInteger i)] negate = map negate (+) = (++) (*) = error "programming error, mixed amounts do not support multiplication" showMixedAmount :: MixedAmount -> String showMixedAmount as = concat $ intersperse ", " $ map show $ normaliseMixedAmount as normaliseMixedAmount :: MixedAmount -> MixedAmount normaliseMixedAmount as = map sumAmounts $ groupAmountsByCommodity as groupAmountsByCommodity :: [Amount] -> [[Amount]] groupAmountsByCommodity as = grouped where grouped = [filter (hassymbol s) as | s <- symbols] hassymbol s a = s == (symbol $ commodity a) symbols = sort $ nub $ map (symbol . commodity) as -- | Get the string representation of an amount, based on its commodity's -- display settings. showAmount :: Amount -> String showAmount (Amount (Commodity {symbol=sym,side=side,spaced=spaced,comma=comma,precision=p}) q) | side==L = printf "%s%s%s" sym space quantity | side==R = printf "%s%s%s" quantity space sym where space = if spaced then " " else "" quantity = commad $ printf ("%."++show p++"f") q commad = if comma then punctuatethousands else id -- | Add thousands-separating commas to a decimal number string punctuatethousands :: String -> String punctuatethousands s = sign ++ (addcommas int) ++ frac where (sign,num) = break isDigit s (int,frac) = break (=='.') num addcommas = reverse . concat . intersperse "," . triples . reverse triples [] = [] triples l = [take 3 l] ++ (triples $ drop 3 l) -- -- | Get the string representation of an amount, rounded, or showing just "0" if it's zero. -- showAmountOrZero :: Amount -> String -- showAmountOrZero a -- | isZeroAmount a = "0" -- | otherwise = showAmount a -- | Get the string representation of an amount, rounded, or showing just "0" if it's zero. showMixedAmountOrZero :: MixedAmount -> String showMixedAmountOrZero a | isZeroMixedAmount a = "0" | otherwise = showMixedAmount a -- | is this amount zero, when displayed with its given precision ? isZeroAmount :: Amount -> Bool isZeroAmount a@(Amount c _ ) = nonzerodigits == "" where nonzerodigits = filter (`elem` "123456789") $ showAmount a isZeroMixedAmount :: MixedAmount -> Bool isZeroMixedAmount = all isZeroAmount . normaliseMixedAmount -- | Apply a binary arithmetic operator to two amounts, converting to the -- second one's commodity and adopting the lowest precision. (Using the -- second commodity means that folds (like sum [Amount]) will preserve the -- commodity.) amountop :: (Double -> Double -> Double) -> Amount -> Amount -> Amount amountop op a@(Amount ac aq) b@(Amount bc bq) = Amount bc ((quantity $ convertAmountTo bc a) `op` bq) -- | Convert an amount to the specified commodity using the appropriate -- exchange rate. convertAmountTo :: Commodity -> Amount -> Amount convertAmountTo c2 (Amount c1 q) = Amount c2 (q * conversionRate c1 c2) -- | Sum a list of amounts. This is still needed because a final zero -- amount will discard the sum's commodity. sumAmounts :: [Amount] -> Amount sumAmounts = sum . filter (not . isZeroAmount) sumMixedAmounts :: [MixedAmount] -> MixedAmount sumMixedAmounts = normaliseMixedAmount . concat nullamt = [] -- temporary value for partial entries autoamt = [Amount (Commodity {symbol="AUTO",side=L,spaced=False,comma=False,precision=0,rate=1}) 0]