hledger/hledger-lib/Hledger/Data/Amount.hs

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{-|
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A simple 'Amount' is some quantity of money, shares, or anything else.
It has a (possibly null) 'CommoditySymbol' and a numeric quantity:
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@
$1
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£-50
EUR 3.44
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GOOG 500
1.5h
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90 apples
0
@
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It may also have an assigned 'Price', representing this amount's per-unit
or total cost in a different commodity. If present, this is rendered like
so:
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@
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EUR 2 \@ $1.50 (unit price)
EUR 2 \@\@ $3 (total price)
@
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A 'MixedAmount' is zero or more simple amounts, so can represent multiple
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commodities; this is the type most often used:
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@
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0
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$50 + EUR 3
16h + $13.55 + AAPL 500 + 6 oranges
@
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When a mixed amount has been \"normalised\", it has no more than one amount
in each commodity and no zero amounts; or it has just a single zero amount
and no others.
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Limited arithmetic with simple and mixed amounts is supported, best used
with similar amounts since it mostly ignores assigned prices and commodity
exchange rates.
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-}
lib: textification: commodity symbols hledger -f data/100x100x10.journal stats <<ghc: 39288536 bytes, 77 GCs, 196608/269560 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.001 elapsed), 0.016 MUT (0.028 elapsed), 0.009 GC (0.012 elapsed) :ghc>> <<ghc: 39290808 bytes, 77 GCs, 196608/269560 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.003 elapsed), 0.015 MUT (0.021 elapsed), 0.009 GC (0.011 elapsed) :ghc>> hledger -f data/1000x100x10.journal stats <<ghc: 314268960 bytes, 612 GCs, 2143219/6826152 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.009 elapsed), 0.135 MUT (0.151 elapsed), 0.065 GC (0.178 elapsed) :ghc>> <<ghc: 314254512 bytes, 612 GCs, 2072377/6628024 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.000 elapsed), 0.130 MUT (0.134 elapsed), 0.064 GC (0.075 elapsed) :ghc>> hledger -f data/10000x100x10.journal stats <<ghc: 3070016592 bytes, 5965 GCs, 13138220/64266016 avg/max bytes residency (10 samples), 128M in use, 0.000 INIT (0.000 elapsed), 1.272 MUT (1.322 elapsed), 0.527 GC (0.595 elapsed) :ghc>> <<ghc: 3069989896 bytes, 5973 GCs, 12687877/62848920 avg/max bytes residency (10 samples), 124M in use, 0.000 INIT (0.002 elapsed), 1.295 MUT (1.324 elapsed), 0.511 GC (0.570 elapsed) :ghc>> hledger -f data/100000x100x10.journal stats <<ghc: 30753448072 bytes, 59763 GCs, 121502982/673169248 avg/max bytes residency (14 samples), 1640M in use, 0.000 INIT (0.007 elapsed), 12.421 MUT (12.672 elapsed), 6.240 GC (7.812 elapsed) :ghc>> <<ghc: 30753350528 bytes, 59811 GCs, 117616668/666703600 avg/max bytes residency (14 samples), 1588M in use, 0.001 INIT (0.011 elapsed), 13.209 MUT (13.683 elapsed), 6.137 GC (7.117 elapsed) :ghc>>
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{-# LANGUAGE CPP, StandaloneDeriving, RecordWildCards, OverloadedStrings #-}
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module Hledger.Data.Amount (
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-- * Amount
amount,
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nullamt,
missingamt,
num,
usd,
eur,
gbp,
hrs,
at,
(@@),
amountWithCommodity,
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-- ** arithmetic
costOfAmount,
divideAmount,
-- ** rendering
amountstyle,
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showAmount,
showAmountWithZeroCommodity,
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showAmountDebug,
showAmountWithoutPrice,
maxprecision,
maxprecisionwithpoint,
setAmountPrecision,
withPrecision,
canonicaliseAmount,
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-- * MixedAmount
nullmixedamt,
missingmixedamt,
mixed,
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amounts,
filterMixedAmount,
filterMixedAmountByCommodity,
normaliseMixedAmountSquashPricesForDisplay,
normaliseMixedAmount,
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-- ** arithmetic
costOfMixedAmount,
divideMixedAmount,
averageMixedAmounts,
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isNegativeMixedAmount,
isZeroMixedAmount,
isReallyZeroMixedAmount,
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isReallyZeroMixedAmountCost,
-- ** rendering
showMixedAmount,
showMixedAmountOneLine,
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showMixedAmountDebug,
showMixedAmountWithoutPrice,
showMixedAmountOneLineWithoutPrice,
showMixedAmountWithZeroCommodity,
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showMixedAmountWithPrecision,
setMixedAmountPrecision,
canonicaliseMixedAmount,
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-- * misc.
ltraceamount,
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tests_Hledger_Data_Amount
) where
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import Data.Char (isDigit)
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import Data.Decimal (roundTo)
import Data.Function (on)
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import Data.List
import Data.Map (findWithDefault)
import Data.Maybe
lib: textification: commodity symbols hledger -f data/100x100x10.journal stats <<ghc: 39288536 bytes, 77 GCs, 196608/269560 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.001 elapsed), 0.016 MUT (0.028 elapsed), 0.009 GC (0.012 elapsed) :ghc>> <<ghc: 39290808 bytes, 77 GCs, 196608/269560 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.003 elapsed), 0.015 MUT (0.021 elapsed), 0.009 GC (0.011 elapsed) :ghc>> hledger -f data/1000x100x10.journal stats <<ghc: 314268960 bytes, 612 GCs, 2143219/6826152 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.009 elapsed), 0.135 MUT (0.151 elapsed), 0.065 GC (0.178 elapsed) :ghc>> <<ghc: 314254512 bytes, 612 GCs, 2072377/6628024 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.000 elapsed), 0.130 MUT (0.134 elapsed), 0.064 GC (0.075 elapsed) :ghc>> hledger -f data/10000x100x10.journal stats <<ghc: 3070016592 bytes, 5965 GCs, 13138220/64266016 avg/max bytes residency (10 samples), 128M in use, 0.000 INIT (0.000 elapsed), 1.272 MUT (1.322 elapsed), 0.527 GC (0.595 elapsed) :ghc>> <<ghc: 3069989896 bytes, 5973 GCs, 12687877/62848920 avg/max bytes residency (10 samples), 124M in use, 0.000 INIT (0.002 elapsed), 1.295 MUT (1.324 elapsed), 0.511 GC (0.570 elapsed) :ghc>> hledger -f data/100000x100x10.journal stats <<ghc: 30753448072 bytes, 59763 GCs, 121502982/673169248 avg/max bytes residency (14 samples), 1640M in use, 0.000 INIT (0.007 elapsed), 12.421 MUT (12.672 elapsed), 6.240 GC (7.812 elapsed) :ghc>> <<ghc: 30753350528 bytes, 59811 GCs, 117616668/666703600 avg/max bytes residency (14 samples), 1588M in use, 0.001 INIT (0.011 elapsed), 13.209 MUT (13.683 elapsed), 6.137 GC (7.117 elapsed) :ghc>>
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-- import Data.Text (Text)
import qualified Data.Text as T
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import Test.HUnit
import Text.Printf
import qualified Data.Map as M
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import Hledger.Data.Types
import Hledger.Data.Commodity
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import Hledger.Utils
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deriving instance Show MarketPrice
amountstyle = AmountStyle L False 0 (Just '.') Nothing
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-------------------------------------------------------------------------------
-- Amount
instance Show Amount where
show _a@Amount{..}
-- debugLevel < 2 = showAmountWithoutPrice a
-- debugLevel < 3 = showAmount a
| debugLevel < 6 =
printf "Amount {acommodity=%s, aquantity=%s, ..}" (show acommodity) (show aquantity)
| otherwise = --showAmountDebug a
printf "Amount {acommodity=%s, aquantity=%s, aprice=%s, astyle=%s}" (show acommodity) (show aquantity) (showPriceDebug aprice) (show astyle)
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instance Num Amount where
abs a@Amount{aquantity=q} = a{aquantity=abs q}
signum a@Amount{aquantity=q} = a{aquantity=signum q}
fromInteger i = nullamt{aquantity=fromInteger i}
negate a@Amount{aquantity=q} = a{aquantity=(-q)}
(+) = similarAmountsOp (+)
(-) = similarAmountsOp (-)
(*) = similarAmountsOp (*)
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-- | The empty simple amount.
amount, nullamt :: Amount
amount = Amount{acommodity="", aquantity=0, aprice=NoPrice, astyle=amountstyle}
nullamt = amount
-- | A temporary value for parsed transactions which had no amount specified.
missingamt :: Amount
missingamt = amount{acommodity="AUTO"}
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-- Handy amount constructors for tests.
-- usd/eur/gbp round their argument to a whole number of pennies/cents.
num n = amount{acommodity="", aquantity=n}
hrs n = amount{acommodity="h", aquantity=n, astyle=amountstyle{asprecision=2, ascommodityside=R}}
usd n = amount{acommodity="$", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=2}}
eur n = amount{acommodity="", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=2}}
gbp n = amount{acommodity="£", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=2}}
amt `at` priceamt = amt{aprice=UnitPrice priceamt}
amt @@ priceamt = amt{aprice=TotalPrice priceamt}
-- | Apply a binary arithmetic operator to two amounts, which should
-- be in the same commodity if non-zero (warning, this is not checked).
-- A zero result keeps the commodity of the second amount.
-- The result's display style is that of the second amount, with
-- precision set to the highest of either amount.
-- Prices are ignored and discarded.
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-- Remember: the caller is responsible for ensuring both amounts have the same commodity.
similarAmountsOp :: (Quantity -> Quantity -> Quantity) -> Amount -> Amount -> Amount
similarAmountsOp op Amount{acommodity=_, aquantity=q1, astyle=AmountStyle{asprecision=p1}}
Amount{acommodity=c2, aquantity=q2, astyle=s2@AmountStyle{asprecision=p2}} =
-- trace ("a1:"++showAmountDebug a1) $ trace ("a2:"++showAmountDebug a2) $ traceWith (("= :"++).showAmountDebug)
amount{acommodity=c2, aquantity=q1 `op` q2, astyle=s2{asprecision=max p1 p2}}
-- c1==c2 || q1==0 || q2==0 =
-- otherwise = error "tried to do simple arithmetic with amounts in different commodities"
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-- | Convert an amount to the specified commodity, ignoring and discarding
-- any assigned prices and assuming an exchange rate of 1.
amountWithCommodity :: CommoditySymbol -> Amount -> Amount
amountWithCommodity c a = a{acommodity=c, aprice=NoPrice}
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-- | Convert an amount to the commodity of its assigned price, if any. Notes:
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--
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-- - price amounts must be MixedAmounts with exactly one component Amount (or there will be a runtime error) XXX
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--
-- - price amounts should be positive, though this is not currently enforced
costOfAmount :: Amount -> Amount
costOfAmount a@Amount{aquantity=q, aprice=price} =
case price of
NoPrice -> a
UnitPrice p@Amount{aquantity=pq} -> p{aquantity=pq * q}
TotalPrice p@Amount{aquantity=pq} -> p{aquantity=pq * signum q}
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-- | Divide an amount's quantity by a constant.
divideAmount :: Amount -> Quantity -> Amount
divideAmount a@Amount{aquantity=q} d = a{aquantity=q/d}
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-- | Is this amount negative ? The price is ignored.
isNegativeAmount :: Amount -> Bool
isNegativeAmount Amount{aquantity=q} = q < 0
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digits = "123456789" :: String
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-- | Does this amount appear to be zero when displayed with its given precision ?
isZeroAmount :: Amount -> Bool
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isZeroAmount a -- a==missingamt = False
| otherwise = (null . filter (`elem` digits) . showAmountWithoutPriceOrCommodity) a
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-- | Is this amount "really" zero, regardless of the display precision ?
isReallyZeroAmount :: Amount -> Bool
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isReallyZeroAmount Amount{aquantity=q} = q == 0
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-- | Get the string representation of an amount, based on its commodity's
-- display settings except using the specified precision.
showAmountWithPrecision :: Int -> Amount -> String
showAmountWithPrecision p = showAmount . setAmountPrecision p
-- | Set an amount's display precision.
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setAmountPrecision :: Int -> Amount -> Amount
setAmountPrecision p a@Amount{astyle=s} = a{astyle=s{asprecision=p}}
-- | Set an amount's display precision, flipped.
withPrecision :: Amount -> Int -> Amount
withPrecision = flip setAmountPrecision
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-- | Get a string representation of an amount for debugging,
-- appropriate to the current debug level. 9 shows maximum detail.
showAmountDebug :: Amount -> String
showAmountDebug Amount{acommodity="AUTO"} = "(missing)"
showAmountDebug Amount{..} = printf "Amount {acommodity=%s, aquantity=%s, aprice=%s, astyle=%s}" (show acommodity) (show aquantity) (showPriceDebug aprice) (show astyle)
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-- | Get the string representation of an amount, without any \@ price.
showAmountWithoutPrice :: Amount -> String
showAmountWithoutPrice a = showAmount a{aprice=NoPrice}
-- | Get the string representation of an amount, without any price or commodity symbol.
showAmountWithoutPriceOrCommodity :: Amount -> String
showAmountWithoutPriceOrCommodity a = showAmount a{acommodity="", aprice=NoPrice}
showPrice :: Price -> String
showPrice NoPrice = ""
showPrice (UnitPrice pa) = " @ " ++ showAmount pa
showPrice (TotalPrice pa) = " @@ " ++ showAmount pa
showPriceDebug :: Price -> String
showPriceDebug NoPrice = ""
showPriceDebug (UnitPrice pa) = " @ " ++ showAmountDebug pa
showPriceDebug (TotalPrice pa) = " @@ " ++ showAmountDebug pa
-- | Get the string representation of an amount, based on its
-- commodity's display settings. String representations equivalent to
-- zero are converted to just \"0\". The special "missing" amount is
-- displayed as the empty string.
showAmount :: Amount -> String
showAmount = showAmountHelper False
showAmountHelper :: Bool -> Amount -> String
showAmountHelper _ Amount{acommodity="AUTO"} = ""
showAmountHelper showzerocommodity a@(Amount{acommodity=c, aprice=p, astyle=AmountStyle{..}}) =
case ascommodityside of
lib: textification: commodity symbols hledger -f data/100x100x10.journal stats <<ghc: 39288536 bytes, 77 GCs, 196608/269560 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.001 elapsed), 0.016 MUT (0.028 elapsed), 0.009 GC (0.012 elapsed) :ghc>> <<ghc: 39290808 bytes, 77 GCs, 196608/269560 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.003 elapsed), 0.015 MUT (0.021 elapsed), 0.009 GC (0.011 elapsed) :ghc>> hledger -f data/1000x100x10.journal stats <<ghc: 314268960 bytes, 612 GCs, 2143219/6826152 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.009 elapsed), 0.135 MUT (0.151 elapsed), 0.065 GC (0.178 elapsed) :ghc>> <<ghc: 314254512 bytes, 612 GCs, 2072377/6628024 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.000 elapsed), 0.130 MUT (0.134 elapsed), 0.064 GC (0.075 elapsed) :ghc>> hledger -f data/10000x100x10.journal stats <<ghc: 3070016592 bytes, 5965 GCs, 13138220/64266016 avg/max bytes residency (10 samples), 128M in use, 0.000 INIT (0.000 elapsed), 1.272 MUT (1.322 elapsed), 0.527 GC (0.595 elapsed) :ghc>> <<ghc: 3069989896 bytes, 5973 GCs, 12687877/62848920 avg/max bytes residency (10 samples), 124M in use, 0.000 INIT (0.002 elapsed), 1.295 MUT (1.324 elapsed), 0.511 GC (0.570 elapsed) :ghc>> hledger -f data/100000x100x10.journal stats <<ghc: 30753448072 bytes, 59763 GCs, 121502982/673169248 avg/max bytes residency (14 samples), 1640M in use, 0.000 INIT (0.007 elapsed), 12.421 MUT (12.672 elapsed), 6.240 GC (7.812 elapsed) :ghc>> <<ghc: 30753350528 bytes, 59811 GCs, 117616668/666703600 avg/max bytes residency (14 samples), 1588M in use, 0.001 INIT (0.011 elapsed), 13.209 MUT (13.683 elapsed), 6.137 GC (7.117 elapsed) :ghc>>
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L -> printf "%s%s%s%s" (T.unpack c') space quantity' price
R -> printf "%s%s%s%s" quantity' space (T.unpack c') price
where
quantity = showamountquantity a
displayingzero = null $ filter (`elem` digits) $ quantity
(quantity',c') | displayingzero && not showzerocommodity = ("0","")
| otherwise = (quantity, quoteCommoditySymbolIfNeeded c)
lib: textification: commodity symbols hledger -f data/100x100x10.journal stats <<ghc: 39288536 bytes, 77 GCs, 196608/269560 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.001 elapsed), 0.016 MUT (0.028 elapsed), 0.009 GC (0.012 elapsed) :ghc>> <<ghc: 39290808 bytes, 77 GCs, 196608/269560 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.003 elapsed), 0.015 MUT (0.021 elapsed), 0.009 GC (0.011 elapsed) :ghc>> hledger -f data/1000x100x10.journal stats <<ghc: 314268960 bytes, 612 GCs, 2143219/6826152 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.009 elapsed), 0.135 MUT (0.151 elapsed), 0.065 GC (0.178 elapsed) :ghc>> <<ghc: 314254512 bytes, 612 GCs, 2072377/6628024 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.000 elapsed), 0.130 MUT (0.134 elapsed), 0.064 GC (0.075 elapsed) :ghc>> hledger -f data/10000x100x10.journal stats <<ghc: 3070016592 bytes, 5965 GCs, 13138220/64266016 avg/max bytes residency (10 samples), 128M in use, 0.000 INIT (0.000 elapsed), 1.272 MUT (1.322 elapsed), 0.527 GC (0.595 elapsed) :ghc>> <<ghc: 3069989896 bytes, 5973 GCs, 12687877/62848920 avg/max bytes residency (10 samples), 124M in use, 0.000 INIT (0.002 elapsed), 1.295 MUT (1.324 elapsed), 0.511 GC (0.570 elapsed) :ghc>> hledger -f data/100000x100x10.journal stats <<ghc: 30753448072 bytes, 59763 GCs, 121502982/673169248 avg/max bytes residency (14 samples), 1640M in use, 0.000 INIT (0.007 elapsed), 12.421 MUT (12.672 elapsed), 6.240 GC (7.812 elapsed) :ghc>> <<ghc: 30753350528 bytes, 59811 GCs, 117616668/666703600 avg/max bytes residency (14 samples), 1588M in use, 0.001 INIT (0.011 elapsed), 13.209 MUT (13.683 elapsed), 6.137 GC (7.117 elapsed) :ghc>>
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space = if (not (T.null c') && ascommodityspaced) then " " else "" :: String
price = showPrice p
-- | Like showAmount, but show a zero amount's commodity if it has one.
showAmountWithZeroCommodity :: Amount -> String
showAmountWithZeroCommodity = showAmountHelper True
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-- | Get the string representation of the number part of of an amount,
-- using the display settings from its commodity.
showamountquantity :: Amount -> String
showamountquantity Amount{aquantity=q, astyle=AmountStyle{asprecision=p, asdecimalpoint=mdec, asdigitgroups=mgrps}} =
punctuatenumber (fromMaybe '.' mdec) mgrps $ qstr
where
-- isint n = fromIntegral (round n) == n
qstr -- p == maxprecision && isint q = printf "%d" (round q::Integer)
| p == maxprecisionwithpoint = show q
| p == maxprecision = chopdotzero $ show q
| otherwise = show $ roundTo (fromIntegral p) q
-- | Replace a number string's decimal point with the specified character,
-- and add the specified digit group separators. The last digit group will
-- be repeated as needed.
punctuatenumber :: Char -> Maybe DigitGroupStyle -> String -> String
punctuatenumber dec mgrps s = sign ++ reverse (applyDigitGroupStyle mgrps (reverse int)) ++ frac''
where
(sign,num) = break isDigit s
(int,frac) = break (=='.') num
frac' = dropWhile (=='.') frac
frac'' | null frac' = ""
| otherwise = dec:frac'
applyDigitGroupStyle :: Maybe DigitGroupStyle -> String -> String
applyDigitGroupStyle Nothing s = s
applyDigitGroupStyle (Just (DigitGroups c gs)) s = addseps (repeatLast gs) s
where
addseps [] s = s
addseps (g:gs) s
| length s <= g = s
| otherwise = let (part,rest) = splitAt g s
in part ++ [c] ++ addseps gs rest
repeatLast [] = []
repeatLast gs = init gs ++ repeat (last gs)
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chopdotzero str = reverse $ case reverse str of
'0':'.':s -> s
s -> s
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-- | For rendering: a special precision value which means show all available digits.
maxprecision :: Int
maxprecision = 999998
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-- | For rendering: a special precision value which forces display of a decimal point.
maxprecisionwithpoint :: Int
maxprecisionwithpoint = 999999
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-- like journalCanonicaliseAmounts
-- | Canonicalise an amount's display style using the provided commodity style map.
canonicaliseAmount :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount
canonicaliseAmount styles a@Amount{acommodity=c, astyle=s} = a{astyle=s'}
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where
s' = findWithDefault s c styles
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-------------------------------------------------------------------------------
-- MixedAmount
instance Show MixedAmount where
show
| debugLevel < 3 = intercalate "\\n" . lines . showMixedAmountWithoutPrice
-- debugLevel < 6 = intercalate "\\n" . lines . showMixedAmount
| otherwise = showMixedAmountDebug
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instance Num MixedAmount where
fromInteger i = Mixed [fromInteger i]
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negate (Mixed as) = Mixed $ map negate as
(+) (Mixed as) (Mixed bs) = normaliseMixedAmount $ Mixed $ as ++ bs
(*) = error' "error, mixed amounts do not support multiplication"
abs = error' "error, mixed amounts do not support abs"
signum = error' "error, mixed amounts do not support signum"
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-- | The empty mixed amount.
nullmixedamt :: MixedAmount
nullmixedamt = Mixed []
-- | A temporary value for parsed transactions which had no amount specified.
missingmixedamt :: MixedAmount
missingmixedamt = Mixed [missingamt]
-- | Convert amounts in various commodities into a normalised MixedAmount.
mixed :: [Amount] -> MixedAmount
mixed = normaliseMixedAmount . Mixed
-- | Simplify a mixed amount's component amounts:
--
-- * amounts in the same commodity are combined unless they have different prices or total prices
--
-- * multiple zero amounts, all with the same non-null commodity, are replaced by just the last of them, preserving the commodity and amount style (all but the last zero amount are discarded)
--
-- * multiple zero amounts with multiple commodities, or no commodities, are replaced by one commodity-less zero amount
--
-- * an empty amount list is replaced by one commodity-less zero amount
--
-- * the special "missing" mixed amount remains unchanged
--
normaliseMixedAmount :: MixedAmount -> MixedAmount
normaliseMixedAmount = normaliseHelper False
normaliseHelper :: Bool -> MixedAmount -> MixedAmount
normaliseHelper squashprices (Mixed as)
| missingamt `elem` as = missingmixedamt -- missingamt should always be alone, but detect it even if not
| null nonzeros = Mixed [newzero]
| otherwise = Mixed nonzeros
where
newzero = case filter (/= "") (map acommodity zeros) of
_:_ -> last zeros
_ -> nullamt
(zeros, nonzeros) = partition isReallyZeroAmount $
map sumSimilarAmountsUsingFirstPrice $
groupBy groupfn $
sortBy sortfn $
as
sortfn | squashprices = compare `on` acommodity
| otherwise = compare `on` \a -> (acommodity a, aprice a)
groupfn | squashprices = (==) `on` acommodity
| otherwise = \a1 a2 -> acommodity a1 == acommodity a2 && combinableprices a1 a2
combinableprices Amount{aprice=NoPrice} Amount{aprice=NoPrice} = True
combinableprices Amount{aprice=UnitPrice p1} Amount{aprice=UnitPrice p2} = p1 == p2
combinableprices _ _ = False
tests_normaliseMixedAmount = [
"normaliseMixedAmount" ~: do
-- assertEqual "missing amount is discarded" (Mixed [nullamt]) (normaliseMixedAmount $ Mixed [usd 0, missingamt])
assertEqual "any missing amount means a missing mixed amount" missingmixedamt (normaliseMixedAmount $ Mixed [usd 0, missingamt])
assertEqual "unpriced same-commodity amounts are combined" (Mixed [usd 2]) (normaliseMixedAmount $ Mixed [usd 0, usd 2])
-- amounts with same unit price are combined
normaliseMixedAmount (Mixed [usd 1 `at` eur 1, usd 1 `at` eur 1]) `is` Mixed [usd 2 `at` eur 1]
-- amounts with different unit prices are not combined
normaliseMixedAmount (Mixed [usd 1 `at` eur 1, usd 1 `at` eur 2]) `is` Mixed [usd 1 `at` eur 1, usd 1 `at` eur 2]
-- amounts with total prices are not combined
normaliseMixedAmount (Mixed [usd 1 @@ eur 1, usd 1 @@ eur 1]) `is` Mixed [usd 1 @@ eur 1, usd 1 @@ eur 1]
]
-- | Like normaliseMixedAmount, but combine each commodity's amounts
-- into just one by throwing away all prices except the first. This is
-- only used as a rendering helper, and could show a misleading price.
normaliseMixedAmountSquashPricesForDisplay :: MixedAmount -> MixedAmount
normaliseMixedAmountSquashPricesForDisplay = normaliseHelper True
tests_normaliseMixedAmountSquashPricesForDisplay = [
"normaliseMixedAmountSquashPricesForDisplay" ~: do
normaliseMixedAmountSquashPricesForDisplay (Mixed []) `is` Mixed [nullamt]
assertBool "" $ isZeroMixedAmount $ normaliseMixedAmountSquashPricesForDisplay
(Mixed [usd 10
,usd 10 @@ eur 7
,usd (-10)
,usd (-10) @@ eur 7
])
]
-- | Sum same-commodity amounts in a lossy way, applying the first
-- price to the result and discarding any other prices. Only used as a
-- rendering helper.
sumSimilarAmountsUsingFirstPrice :: [Amount] -> Amount
sumSimilarAmountsUsingFirstPrice [] = nullamt
sumSimilarAmountsUsingFirstPrice as = (sum as){aprice=aprice $ head as}
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-- -- | Sum same-commodity amounts. If there were different prices, set
-- -- the price to a special marker indicating "various". Only used as a
-- -- rendering helper.
-- sumSimilarAmountsNotingPriceDifference :: [Amount] -> Amount
-- sumSimilarAmountsNotingPriceDifference [] = nullamt
-- sumSimilarAmountsNotingPriceDifference as = undefined
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-- | Get a mixed amount's component amounts.
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amounts :: MixedAmount -> [Amount]
amounts (Mixed as) = as
-- | Filter a mixed amount's component amounts by a predicate.
filterMixedAmount :: (Amount -> Bool) -> MixedAmount -> MixedAmount
filterMixedAmount p (Mixed as) = Mixed $ filter p as
-- | Return an unnormalised MixedAmount containing exactly one Amount
-- with the specified commodity and the quantity of that commodity
-- found in the original. NB if Amount's quantity is zero it will be
-- discarded next time the MixedAmount gets normalised.
filterMixedAmountByCommodity :: CommoditySymbol -> MixedAmount -> MixedAmount
filterMixedAmountByCommodity c (Mixed as) = Mixed as'
where
as' = case filter ((==c) . acommodity) as of
[] -> [nullamt{acommodity=c}]
as'' -> [sum as'']
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-- | Convert a mixed amount's component amounts to the commodity of their
-- assigned price, if any.
costOfMixedAmount :: MixedAmount -> MixedAmount
costOfMixedAmount (Mixed as) = Mixed $ map costOfAmount as
-- | Divide a mixed amount's quantities by a constant.
divideMixedAmount :: MixedAmount -> Quantity -> MixedAmount
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divideMixedAmount (Mixed as) d = Mixed $ map (flip divideAmount d) as
-- | Calculate the average of some mixed amounts.
averageMixedAmounts :: [MixedAmount] -> MixedAmount
averageMixedAmounts [] = 0
averageMixedAmounts as = sum as `divideMixedAmount` fromIntegral (length as)
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-- | Is this mixed amount negative, if it can be normalised to a single commodity ?
isNegativeMixedAmount :: MixedAmount -> Maybe Bool
isNegativeMixedAmount m = case as of [a] -> Just $ isNegativeAmount a
_ -> Nothing
where as = amounts $ normaliseMixedAmountSquashPricesForDisplay m
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-- | Does this mixed amount appear to be zero when displayed with its given precision ?
isZeroMixedAmount :: MixedAmount -> Bool
isZeroMixedAmount = all isZeroAmount . amounts . normaliseMixedAmountSquashPricesForDisplay
-- | Is this mixed amount "really" zero ? See isReallyZeroAmount.
isReallyZeroMixedAmount :: MixedAmount -> Bool
isReallyZeroMixedAmount = all isReallyZeroAmount . amounts . normaliseMixedAmountSquashPricesForDisplay
-- | Is this mixed amount "really" zero, after converting to cost
-- commodities where possible ?
isReallyZeroMixedAmountCost :: MixedAmount -> Bool
isReallyZeroMixedAmountCost = isReallyZeroMixedAmount . costOfMixedAmount
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-- -- | MixedAmount derived Eq instance in Types.hs doesn't know that we
-- -- want $0 = EUR0 = 0. Yet we don't want to drag all this code over there.
-- -- For now, use this when cross-commodity zero equality is important.
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-- mixedAmountEquals :: MixedAmount -> MixedAmount -> Bool
-- mixedAmountEquals a b = amounts a' == amounts b' || (isZeroMixedAmount a' && isZeroMixedAmount b')
-- where a' = normaliseMixedAmountSquashPricesForDisplay a
-- b' = normaliseMixedAmountSquashPricesForDisplay b
-- | Get the string representation of a mixed amount, after
-- normalising it to one amount per commodity. Assumes amounts have
-- no or similar prices, otherwise this can show misleading prices.
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showMixedAmount :: MixedAmount -> String
showMixedAmount = showMixedAmountHelper False False
-- | Like showMixedAmount, but zero amounts are shown with their
-- commodity if they have one.
showMixedAmountWithZeroCommodity :: MixedAmount -> String
showMixedAmountWithZeroCommodity = showMixedAmountHelper True False
-- | Get the one-line string representation of a mixed amount.
showMixedAmountOneLine :: MixedAmount -> String
showMixedAmountOneLine = showMixedAmountHelper False True
showMixedAmountHelper :: Bool -> Bool -> MixedAmount -> String
showMixedAmountHelper showzerocommodity useoneline m =
join $ map showamt $ amounts $ normaliseMixedAmountSquashPricesForDisplay m
where
join | useoneline = intercalate ", "
| otherwise = vConcatRightAligned
showamt | showzerocommodity = showAmountWithZeroCommodity
| otherwise = showAmount
-- | Compact labelled trace of a mixed amount, for debugging.
ltraceamount :: String -> MixedAmount -> MixedAmount
ltraceamount s = traceWith (((s ++ ": ") ++).showMixedAmount)
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-- | Set the display precision in the amount's commodities.
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setMixedAmountPrecision :: Int -> MixedAmount -> MixedAmount
setMixedAmountPrecision p (Mixed as) = Mixed $ map (setAmountPrecision p) as
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-- | Get the string representation of a mixed amount, showing each of its
-- component amounts with the specified precision, ignoring their
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-- commoditys' display precision settings.
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showMixedAmountWithPrecision :: Int -> MixedAmount -> String
showMixedAmountWithPrecision p m =
vConcatRightAligned $ map (showAmountWithPrecision p) $ amounts $ normaliseMixedAmountSquashPricesForDisplay m
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-- | Get an unambiguous string representation of a mixed amount for debugging.
showMixedAmountDebug :: MixedAmount -> String
showMixedAmountDebug m | m == missingmixedamt = "(missing)"
| otherwise = printf "Mixed [%s]" as
where as = intercalate "\n " $ map showAmountDebug $ amounts m
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-- | Get the string representation of a mixed amount, but without
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-- any \@ prices.
showMixedAmountWithoutPrice :: MixedAmount -> String
showMixedAmountWithoutPrice m = concat $ intersperse "\n" $ map showfixedwidth as
where
(Mixed as) = normaliseMixedAmountSquashPricesForDisplay $ stripPrices m
stripPrices (Mixed as) = Mixed $ map stripprice as where stripprice a = a{aprice=NoPrice}
width = maximum $ map (length . showAmount) as
showfixedwidth = printf (printf "%%%ds" width) . showAmountWithoutPrice
-- | Get the one-line string representation of a mixed amount, but without
-- any \@ prices.
showMixedAmountOneLineWithoutPrice :: MixedAmount -> String
showMixedAmountOneLineWithoutPrice m = concat $ intersperse ", " $ map showAmountWithoutPrice as
where
(Mixed as) = normaliseMixedAmountSquashPricesForDisplay $ stripPrices m
stripPrices (Mixed as) = Mixed $ map stripprice as where stripprice a = a{aprice=NoPrice}
-- | Canonicalise a mixed amount's display styles using the provided commodity style map.
canonicaliseMixedAmount :: M.Map CommoditySymbol AmountStyle -> MixedAmount -> MixedAmount
canonicaliseMixedAmount styles (Mixed as) = Mixed $ map (canonicaliseAmount styles) as
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-------------------------------------------------------------------------------
-- misc
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tests_Hledger_Data_Amount = TestList $
tests_normaliseMixedAmount
++ tests_normaliseMixedAmountSquashPricesForDisplay
++ [
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-- Amount
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"costOfAmount" ~: do
costOfAmount (eur 1) `is` eur 1
costOfAmount (eur 2){aprice=UnitPrice $ usd 2} `is` usd 4
costOfAmount (eur 1){aprice=TotalPrice $ usd 2} `is` usd 2
costOfAmount (eur (-1)){aprice=TotalPrice $ usd 2} `is` usd (-2)
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,"isZeroAmount" ~: do
assertBool "" $ isZeroAmount $ amount
assertBool "" $ isZeroAmount $ usd 0
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,"negating amounts" ~: do
let a = usd 1
negate a `is` a{aquantity=(-1)}
let b = (usd 1){aprice=UnitPrice $ eur 2}
negate b `is` b{aquantity=(-1)}
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,"adding amounts without prices" ~: do
let a1 = usd 1.23
let a2 = usd (-1.23)
let a3 = usd (-1.23)
(a1 + a2) `is` usd 0
(a1 + a3) `is` usd 0
(a2 + a3) `is` usd (-2.46)
(a3 + a3) `is` usd (-2.46)
sum [a1,a2,a3,-a3] `is` usd 0
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-- highest precision is preserved
let ap1 = usd 1 `withPrecision` 1
ap3 = usd 1 `withPrecision` 3
(asprecision $ astyle $ sum [ap1,ap3]) `is` 3
(asprecision $ astyle $ sum [ap3,ap1]) `is` 3
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-- adding different commodities assumes conversion rate 1
assertBool "" $ isZeroAmount (a1 - eur 1.23)
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,"showAmount" ~: do
showAmount (usd 0 + gbp 0) `is` "0"
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-- MixedAmount
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,"adding mixed amounts to zero, the commodity and amount style are preserved" ~: do
(sum $ map (Mixed . (:[]))
[usd 1.25
,usd (-1) `withPrecision` 3
,usd (-0.25)
])
`is` Mixed [usd 0 `withPrecision` 3]
,"adding mixed amounts with total prices" ~: do
(sum $ map (Mixed . (:[]))
[usd 1 @@ eur 1
,usd (-2) @@ eur 1
])
`is` (Mixed [usd 1 @@ eur 1
,usd (-2) @@ eur 1
])
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,"showMixedAmount" ~: do
showMixedAmount (Mixed [usd 1]) `is` "$1.00"
showMixedAmount (Mixed [usd 1 `at` eur 2]) `is` "$1.00 @ €2.00"
showMixedAmount (Mixed [usd 0]) `is` "0"
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showMixedAmount (Mixed []) `is` "0"
showMixedAmount missingmixedamt `is` ""
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,"showMixedAmountWithoutPrice" ~: do
let a = usd 1 `at` eur 2
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showMixedAmountWithoutPrice (Mixed [a]) `is` "$1.00"
showMixedAmountWithoutPrice (Mixed [a, (-a)]) `is` "0"
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]