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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-}
{-# LANGUAGE OverloadedStrings #-}
{-# LANGUAGE RecordWildCards #-}
{-# LANGUAGE StandaloneDeriving #-}
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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module Hledger.Data.Amount (
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-- * Amount
amount,
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nullamt,
missingamt,
num,
usd,
eur,
gbp,
per,
hrs,
at,
(@@),
amountWithCommodity,
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-- ** arithmetic
amountCost,
amountIsZero,
amountLooksZero,
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divideAmount,
multiplyAmount,
divideAmountAndPrice,
multiplyAmountAndPrice,
amountTotalPriceToUnitPrice,
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-- ** rendering
AmountDisplayOpts(..),
noColour,
noPrice,
oneLine,
amountstyle,
styleAmount,
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styleAmountExceptPrecision,
amountUnstyled,
showAmountB,
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showAmount,
cshowAmount,
showAmountWithZeroCommodity,
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showAmountDebug,
showAmountWithoutPrice,
setAmountPrecision,
withPrecision,
setFullPrecision,
setAmountInternalPrecision,
withInternalPrecision,
setAmountDecimalPoint,
withDecimalPoint,
canonicaliseAmount,
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-- * MixedAmount
nullmixedamt,
missingmixedamt,
mixed,
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amounts,
filterMixedAmount,
filterMixedAmountByCommodity,
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mapMixedAmount,
normaliseMixedAmountSquashPricesForDisplay,
normaliseMixedAmount,
unifyMixedAmount,
mixedAmountStripPrices,
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-- ** arithmetic
mixedAmountCost,
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divideMixedAmount,
multiplyMixedAmount,
divideMixedAmountAndPrice,
multiplyMixedAmountAndPrice,
averageMixedAmounts,
isNegativeAmount,
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isNegativeMixedAmount,
mixedAmountIsZero,
mixedAmountLooksZero,
mixedAmountTotalPriceToUnitPrice,
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-- ** rendering
styleMixedAmount,
mixedAmountUnstyled,
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showMixedAmount,
showMixedAmountOneLine,
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showMixedAmountDebug,
showMixedAmountWithoutPrice,
showMixedAmountOneLineWithoutPrice,
showMixedAmountElided,
showMixedAmountWithZeroCommodity,
showMixed,
showMixedLines,
setMixedAmountPrecision,
canonicaliseMixedAmount,
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-- * misc.
ltraceamount,
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tests_Amount
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) where
import Control.Monad (foldM)
import Data.Decimal (DecimalRaw(..), decimalPlaces, normalizeDecimal, roundTo)
import Data.Default (Default(..))
import Data.Function (on)
import Data.List (groupBy, intercalate, intersperse, mapAccumL, partition,
sortBy)
import Data.List.NonEmpty (NonEmpty(..), nonEmpty)
import qualified Data.Map as M
import Data.Map (findWithDefault)
import Data.Maybe (fromMaybe)
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 qualified Data.Text as T
import qualified Data.Text.Lazy.Builder as TB
import Data.Word (Word8)
import Safe (headDef, lastDef, lastMay)
import Text.Printf (printf)
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import Hledger.Data.Types
import Hledger.Data.Commodity
import Hledger.Utils
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deriving instance Show MarketPrice
-- | Options for the display of Amount and MixedAmount.
data AmountDisplayOpts = AmountDisplayOpts
{ displayPrice :: Bool -- ^ Whether to display the Price of an Amount.
, displayZeroCommodity :: Bool -- ^ If the Amount rounds to 0, whether to display its commodity string.
, displayColour :: Bool -- ^ Whether to colourise negative Amounts.
, displayNormalised :: Bool -- ^ Whether to normalise MixedAmounts before displaying.
, displayOneLine :: Bool -- ^ Whether to display on one line.
, displayMinWidth :: Maybe Int -- ^ Minimum width to pad to
, displayMaxWidth :: Maybe Int -- ^ Maximum width to clip to
} deriving (Show)
-- | Display Amount and MixedAmount with no colour.
instance Default AmountDisplayOpts where def = noColour
-- | Display Amount and MixedAmount with no colour.
noColour :: AmountDisplayOpts
noColour = AmountDisplayOpts { displayPrice = True
, displayColour = False
, displayZeroCommodity = False
, displayNormalised = True
, displayOneLine = False
, displayMinWidth = Nothing
, displayMaxWidth = Nothing
}
-- | Display Amount and MixedAmount with no prices.
noPrice :: AmountDisplayOpts
noPrice = def{displayPrice=False}
-- | Display Amount and MixedAmount on one line with no prices.
oneLine :: AmountDisplayOpts
oneLine = def{displayOneLine=True, displayPrice=False}
-------------------------------------------------------------------------------
-- Amount styles
-- | Default amount style
amountstyle = AmountStyle L False (Precision 0) (Just '.') Nothing
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-------------------------------------------------------------------------------
-- Amount
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}
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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=Nothing, astyle=amountstyle, aismultiplier=False}
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=Precision 2, ascommodityside=R}}
usd n = amount{acommodity="$", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=Precision 2}}
eur n = amount{acommodity="", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=Precision 2}}
gbp n = amount{acommodity="£", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=Precision 2}}
per n = amount{acommodity="%", aquantity=n, astyle=amountstyle{asprecision=Precision 1, ascommodityside=R, ascommodityspaced=True}}
amt `at` priceamt = amt{aprice=Just $ UnitPrice priceamt}
amt @@ priceamt = amt{aprice=Just $ 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=Nothing}
-- | Convert a amount to its "cost" or "selling price" in another commodity,
-- using its attached transaction price if it has one. Notes:
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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 currently not enforced)
amountCost :: Amount -> Amount
amountCost a@Amount{aquantity=q, aprice=mp} =
case mp of
Nothing -> a
Just (UnitPrice p@Amount{aquantity=pq}) -> p{aquantity=pq * q}
Just (TotalPrice p@Amount{aquantity=pq}) -> p{aquantity=pq * signum q}
-- | Replace an amount's TotalPrice, if it has one, with an equivalent UnitPrice.
-- Has no effect on amounts without one.
-- Also increases the unit price's display precision to show one extra decimal place,
-- to help keep transaction amounts balancing.
-- Does Decimal division, might be some rounding/irrational number issues.
amountTotalPriceToUnitPrice :: Amount -> Amount
amountTotalPriceToUnitPrice
a@Amount{aquantity=q, aprice=Just (TotalPrice pa@Amount{aquantity=pq, astyle=ps})}
= a{aprice = Just $ UnitPrice pa{aquantity=abs (pq/q), astyle=ps{asprecision=pp}}}
where
-- Increase the precision by 1, capping at the max bound.
pp = case asprecision ps of
NaturalPrecision -> NaturalPrecision
Precision p -> Precision $ if p == maxBound then maxBound else p + 1
amountTotalPriceToUnitPrice a = a
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-- | Divide an amount's quantity by a constant.
divideAmount :: Quantity -> Amount -> Amount
divideAmount n a@Amount{aquantity=q} = a{aquantity=q/n}
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-- | Multiply an amount's quantity by a constant.
multiplyAmount :: Quantity -> Amount -> Amount
multiplyAmount n a@Amount{aquantity=q} = a{aquantity=q*n}
-- | Divide an amount's quantity (and its total price, if it has one) by a constant.
-- The total price will be kept positive regardless of the multiplier's sign.
divideAmountAndPrice :: Quantity -> Amount -> Amount
divideAmountAndPrice n a@Amount{aquantity=q,aprice=p} = a{aquantity=q/n, aprice=f <$> p}
where
f (TotalPrice a) = TotalPrice $ abs $ n `divideAmount` a
f p = p
-- | Multiply an amount's quantity (and its total price, if it has one) by a constant.
-- The total price will be kept positive regardless of the multiplier's sign.
multiplyAmountAndPrice :: Quantity -> Amount -> Amount
multiplyAmountAndPrice n a@Amount{aquantity=q,aprice=p} = a{aquantity=q*n, aprice=f <$> p}
where
f (TotalPrice a) = TotalPrice $ abs $ n `multiplyAmount` a
f p = p
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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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-- | Round an Amount's Quantity to its specified display precision. If that is
-- NaturalPrecision, this does nothing.
amountRoundedQuantity :: Amount -> Quantity
amountRoundedQuantity Amount{aquantity=q, astyle=AmountStyle{asprecision=p}} = case p of
NaturalPrecision -> q
Precision p' -> roundTo p' q
-- | Does mixed amount appear to be zero when rendered with its
-- display precision ?
amountLooksZero :: Amount -> Bool
amountLooksZero = (0==) . amountRoundedQuantity
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-- | Is this amount exactly zero, ignoring its display precision ?
amountIsZero :: Amount -> Bool
amountIsZero Amount{aquantity=q} = q == 0
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-- | Set an amount's display precision, flipped.
withPrecision :: Amount -> AmountPrecision -> Amount
withPrecision = flip setAmountPrecision
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-- | Set an amount's display precision.
setAmountPrecision :: AmountPrecision -> Amount -> Amount
setAmountPrecision p a@Amount{astyle=s} = a{astyle=s{asprecision=p}}
-- | Increase an amount's display precision, if needed, to enough decimal places
-- to show it exactly (showing all significant decimal digits, excluding trailing
-- zeros).
setFullPrecision :: Amount -> Amount
setFullPrecision a = setAmountPrecision p a
where
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p = max displayprecision naturalprecision
displayprecision = asprecision $ astyle a
naturalprecision = Precision . decimalPlaces . normalizeDecimal $ aquantity a
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-- | Set an amount's internal precision, ie rounds the Decimal representing
-- the amount's quantity to some number of decimal places.
-- Rounding is done with Data.Decimal's default roundTo function:
-- "If the value ends in 5 then it is rounded to the nearest even value (Banker's Rounding)".
-- Does not change the amount's display precision.
-- Intended only for internal use, eg when comparing amounts in tests.
setAmountInternalPrecision :: Word8 -> Amount -> Amount
setAmountInternalPrecision p a@Amount{ aquantity=q, astyle=s } = a{
astyle=s{asprecision=Precision p}
,aquantity=roundTo p q
}
-- | Set an amount's internal precision, flipped.
-- Intended only for internal use, eg when comparing amounts in tests.
withInternalPrecision :: Amount -> Word8 -> Amount
withInternalPrecision = flip setAmountInternalPrecision
-- | Set (or clear) an amount's display decimal point.
setAmountDecimalPoint :: Maybe Char -> Amount -> Amount
setAmountDecimalPoint mc a@Amount{ astyle=s } = a{ astyle=s{asdecimalpoint=mc} }
-- | Set (or clear) an amount's display decimal point, flipped.
withDecimalPoint :: Amount -> Maybe Char -> Amount
withDecimalPoint = flip setAmountDecimalPoint
showAmountPrice :: Maybe AmountPrice -> WideBuilder
showAmountPrice Nothing = mempty
showAmountPrice (Just (UnitPrice pa)) = WideBuilder (TB.fromString " @ ") 3 <> showAmountB noColour pa
showAmountPrice (Just (TotalPrice pa)) = WideBuilder (TB.fromString " @@ ") 4 <> showAmountB noColour pa
showAmountPriceDebug :: Maybe AmountPrice -> String
showAmountPriceDebug Nothing = ""
showAmountPriceDebug (Just (UnitPrice pa)) = " @ " ++ showAmountDebug pa
showAmountPriceDebug (Just (TotalPrice pa)) = " @@ " ++ showAmountDebug pa
-- | Given a map of standard commodity display styles, apply the
-- appropriate one to this amount. If there's no standard style for
-- this amount's commodity, return the amount unchanged.
styleAmount :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount
styleAmount styles a =
case M.lookup (acommodity a) styles of
Just s -> a{astyle=s}
Nothing -> a
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-- | Like styleAmount, but keep the number of decimal places unchanged.
styleAmountExceptPrecision :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount
styleAmountExceptPrecision styles a@Amount{astyle=AmountStyle{asprecision=origp}} =
case M.lookup (acommodity a) styles of
Just s -> a{astyle=s{asprecision=origp}}
Nothing -> a
-- | Reset this amount's display style to the default.
amountUnstyled :: Amount -> Amount
amountUnstyled a = a{astyle=amountstyle}
-- | 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 = wbUnpack . showAmountB noColour
-- | Get the string representation of an amount, based on its
-- commodity's display settings and the display options. The
-- special "missing" amount is displayed as the empty string.
showAmountB :: AmountDisplayOpts -> Amount -> WideBuilder
showAmountB _ Amount{acommodity="AUTO"} = mempty
showAmountB opts a@Amount{astyle=style} =
color $ case ascommodityside style of
L -> c' <> space <> quantity' <> price
R -> quantity' <> space <> c' <> price
where
quantity = showamountquantity a
(quantity',c) | amountLooksZero a && not (displayZeroCommodity opts) = (WideBuilder (TB.singleton '0') 1,"")
| otherwise = (quantity, quoteCommoditySymbolIfNeeded $ acommodity a)
space = if not (T.null c) && ascommodityspaced style then WideBuilder (TB.singleton ' ') 1 else mempty
c' = WideBuilder (TB.fromText c) (textWidth c)
price = if displayPrice opts then showAmountPrice (aprice a) else mempty
color = if displayColour opts && isNegativeAmount a then colorB Dull Red else id
-- | Colour version. For a negative amount, adds ANSI codes to change the colour,
-- currently to hard-coded red.
cshowAmount :: Amount -> String
cshowAmount = wbUnpack . showAmountB def
-- | Get the string representation of an amount, without any \@ price.
showAmountWithoutPrice :: Amount -> String
showAmountWithoutPrice = wbUnpack . showAmountB noPrice
-- | Like showAmount, but show a zero amount's commodity if it has one.
showAmountWithZeroCommodity :: Amount -> String
showAmountWithZeroCommodity = wbUnpack . showAmountB noColour{displayZeroCommodity=True}
-- | 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) (showAmountPriceDebug aprice) (show astyle)
-- | Get a Text Builder for the string representation of the number part of of an amount,
-- using the display settings from its commodity. Also returns the width of the
-- number.
showamountquantity :: Amount -> WideBuilder
showamountquantity amt@Amount{astyle=AmountStyle{asdecimalpoint=mdec, asdigitgroups=mgrps}} =
signB <> intB <> fracB
where
Decimal e n = amountRoundedQuantity amt
strN = T.pack . show $ abs n
len = T.length strN
intLen = max 1 $ len - fromIntegral e
dec = fromMaybe '.' mdec
padded = T.replicate (fromIntegral e + 1 - len) "0" <> strN
(intPart, fracPart) = T.splitAt intLen padded
intB = applyDigitGroupStyle mgrps intLen $ if e == 0 then strN else intPart
signB = if n < 0 then WideBuilder (TB.singleton '-') 1 else mempty
fracB = if e > 0 then WideBuilder (TB.singleton dec <> TB.fromText fracPart) (fromIntegral e + 1) else mempty
-- | Split a string representation into chunks according to DigitGroupStyle,
-- returning a Text builder and the number of separators used.
applyDigitGroupStyle :: Maybe DigitGroupStyle -> Int -> T.Text -> WideBuilder
applyDigitGroupStyle Nothing l s = WideBuilder (TB.fromText s) l
applyDigitGroupStyle (Just (DigitGroups _ [])) l s = WideBuilder (TB.fromText s) l
applyDigitGroupStyle (Just (DigitGroups c (g:gs))) l s = addseps (g:|gs) (toInteger l) s
where
addseps (g:|gs) l s
| l' > 0 = addseps gs' l' rest <> WideBuilder (TB.singleton c <> TB.fromText part) (fromIntegral g + 1)
| otherwise = WideBuilder (TB.fromText s) (fromInteger l)
where
(rest, part) = T.splitAt (fromInteger l') s
gs' = fromMaybe (g:|[]) $ nonEmpty gs
l' = l - toInteger g
-- 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 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
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(*) = error' "error, mixed amounts do not support multiplication" -- PARTIAL:
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 = lastDef nullamt $ filter (not . T.null . acommodity) zeros
(zeros, nonzeros) = partition amountIsZero $
map sumSimilarAmountsUsingFirstPrice $
groupBy groupfn $
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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=Nothing} Amount{aprice=Nothing} = True
combinableprices Amount{aprice=Just (UnitPrice p1)} Amount{aprice=Just (UnitPrice p2)} = p1 == p2
combinableprices _ _ = False
-- | 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
-- | Unify a MixedAmount to a single commodity value if possible.
-- Like normaliseMixedAmount, this consolidates amounts of the same commodity
-- and discards zero amounts; but this one insists on simplifying to
-- a single commodity, and will return Nothing if this is not possible.
unifyMixedAmount :: MixedAmount -> Maybe Amount
unifyMixedAmount = foldM combine 0 . amounts
where
combine amount result
| amountIsZero amount = Just result
| amountIsZero result = Just amount
| acommodity amount == acommodity result = Just $ amount + result
| otherwise = Nothing
-- | 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
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sumSimilarAmountsUsingFirstPrice as = (sumStrict 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'']
-- | Apply a transform to a mixed amount's component 'Amount's.
mapMixedAmount :: (Amount -> Amount) -> MixedAmount -> MixedAmount
mapMixedAmount f (Mixed as) = Mixed $ map f as
-- | Convert all component amounts to cost/selling price where
-- possible (see amountCost).
mixedAmountCost :: MixedAmount -> MixedAmount
mixedAmountCost (Mixed as) = Mixed $ map amountCost as
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-- | Divide a mixed amount's quantities by a constant.
divideMixedAmount :: Quantity -> MixedAmount -> MixedAmount
divideMixedAmount n = mapMixedAmount (divideAmount n)
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-- | Multiply a mixed amount's quantities by a constant.
multiplyMixedAmount :: Quantity -> MixedAmount -> MixedAmount
multiplyMixedAmount n = mapMixedAmount (multiplyAmount n)
-- | Divide a mixed amount's quantities (and total prices, if any) by a constant.
-- The total prices will be kept positive regardless of the multiplier's sign.
divideMixedAmountAndPrice :: Quantity -> MixedAmount -> MixedAmount
divideMixedAmountAndPrice n = mapMixedAmount (divideAmountAndPrice n)
-- | Multiply a mixed amount's quantities (and total prices, if any) by a constant.
-- The total prices will be kept positive regardless of the multiplier's sign.
multiplyMixedAmountAndPrice :: Quantity -> MixedAmount -> MixedAmount
multiplyMixedAmountAndPrice n = mapMixedAmount (multiplyAmountAndPrice n)
-- | Calculate the average of some mixed amounts.
averageMixedAmounts :: [MixedAmount] -> MixedAmount
averageMixedAmounts [] = 0
averageMixedAmounts as = fromIntegral (length as) `divideMixedAmount` sum as
-- | Is this mixed amount negative, if we can tell that unambiguously?
-- Ie when normalised, are all individual commodity amounts negative ?
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isNegativeMixedAmount :: MixedAmount -> Maybe Bool
isNegativeMixedAmount m =
case amounts $ normaliseMixedAmountSquashPricesForDisplay m of
[] -> Just False
[a] -> Just $ isNegativeAmount a
as | all isNegativeAmount as -> Just True
as | not (any isNegativeAmount as) -> Just False
_ -> Nothing -- multiple amounts with different signs
-- | Does this mixed amount appear to be zero when rendered with its
-- display precision ?
mixedAmountLooksZero :: MixedAmount -> Bool
mixedAmountLooksZero = all amountLooksZero . amounts . normaliseMixedAmountSquashPricesForDisplay
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-- | Is this mixed amount exactly zero, ignoring display precisions ?
mixedAmountIsZero :: MixedAmount -> Bool
mixedAmountIsZero = all amountIsZero . amounts . normaliseMixedAmountSquashPricesForDisplay
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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' || (mixedAmountLooksZero a' && mixedAmountLooksZero b')
-- where a' = normaliseMixedAmountSquashPricesForDisplay a
-- b' = normaliseMixedAmountSquashPricesForDisplay b
-- | Given a map of standard commodity display styles, apply the
-- appropriate one to each individual amount.
styleMixedAmount :: M.Map CommoditySymbol AmountStyle -> MixedAmount -> MixedAmount
styleMixedAmount styles (Mixed as) = Mixed $ map (styleAmount styles) as
-- | Reset each individual amount's display style to the default.
mixedAmountUnstyled :: MixedAmount -> MixedAmount
mixedAmountUnstyled = mapMixedAmount amountUnstyled
-- | 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 = wbUnpack . showMixed noColour
-- | Get the one-line string representation of a mixed amount.
showMixedAmountOneLine :: MixedAmount -> String
showMixedAmountOneLine = wbUnpack . showMixed oneLine
-- | Like showMixedAmount, but zero amounts are shown with their
-- commodity if they have one.
showMixedAmountWithZeroCommodity :: MixedAmount -> String
showMixedAmountWithZeroCommodity = wbUnpack . showMixed noColour{displayZeroCommodity=True}
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-- | Get the string representation of a mixed amount, without showing any transaction prices.
-- With a True argument, adds ANSI codes to show negative amounts in red.
showMixedAmountWithoutPrice :: Bool -> MixedAmount -> String
showMixedAmountWithoutPrice c = wbUnpack . showMixed noPrice{displayColour=c}
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-- | Get the one-line string representation of a mixed amount, but without
-- any \@ prices.
-- With a True argument, adds ANSI codes to show negative amounts in red.
showMixedAmountOneLineWithoutPrice :: Bool -> MixedAmount -> String
showMixedAmountOneLineWithoutPrice c = wbUnpack . showMixed oneLine{displayColour=c}
-- | Like showMixedAmountOneLineWithoutPrice, but show at most the given width,
-- with an elision indicator if there are more.
-- With a True argument, adds ANSI codes to show negative amounts in red.
showMixedAmountElided :: Int -> Bool -> MixedAmount -> String
showMixedAmountElided w c = wbUnpack . showMixed oneLine{displayColour=c, displayMaxWidth=Just w}
-- | 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
-- | General function to generate a WideBuilder for a MixedAmount,
-- according the supplied AmountDisplayOpts. If a maximum width is
-- given then:
-- - If displayed on one line, it will display as many Amounts as can
-- fit in the given width, and further Amounts will be elided.
-- - If displayed on multiple lines, any Amounts longer than the
-- maximum width will be elided.
showMixed :: AmountDisplayOpts -> MixedAmount -> WideBuilder
showMixed opts ma
| displayOneLine opts = showMixedOneLine opts ma
| otherwise = WideBuilder (wbBuilder . mconcat $ intersperse sep lines) width
where
lines = showMixedLines opts ma
width = headDef 0 $ map wbWidth lines
sep = WideBuilder (TB.singleton '\n') 0
-- | Helper for showMixed to show a MixedAmount on multiple lines. This returns
-- the list of WideBuilders: one for each Amount in the MixedAmount (possibly
-- normalised), and padded/elided to the appropriate width. This does not
-- honour displayOneLine: all amounts will be displayed as if displayOneLine
-- were False.
showMixedLines :: AmountDisplayOpts -> MixedAmount -> [WideBuilder]
showMixedLines opts@AmountDisplayOpts{displayMaxWidth=mmax,displayMinWidth=mmin} ma =
map (adBuilder . pad) elided
where
Mixed amts = if displayNormalised opts then normaliseMixedAmountSquashPricesForDisplay ma else ma
astrs = amtDisplayList (wbWidth sep) (showAmountB opts) amts
sep = WideBuilder (TB.singleton '\n') 0
width = maximum $ fromMaybe 0 mmin : map (wbWidth . adBuilder) elided
pad amt = amt{ adBuilder = WideBuilder (TB.fromText $ T.replicate w " ") w <> adBuilder amt }
where w = width - wbWidth (adBuilder amt)
elided = maybe id elideTo mmax astrs
elideTo m xs = maybeAppend elisionStr short
where
elisionStr = elisionDisplay (Just m) (wbWidth sep) (length long) $ lastDef nullAmountDisplay short
(short, long) = partition ((m>=) . wbWidth . adBuilder) xs
-- | Helper for showMixed to deal with single line displays. This does not
-- honour displayOneLine: all amounts will be displayed as if displayOneLine
-- were True.
showMixedOneLine :: AmountDisplayOpts -> MixedAmount -> WideBuilder
showMixedOneLine opts@AmountDisplayOpts{displayMaxWidth=mmax,displayMinWidth=mmin} ma =
WideBuilder (wbBuilder . pad . mconcat . intersperse sep $ map adBuilder elided) . max width $ fromMaybe 0 mmin
where
Mixed amts = if displayNormalised opts then normaliseMixedAmountSquashPricesForDisplay ma else ma
width = maybe 0 adTotal $ lastMay elided
astrs = amtDisplayList (wbWidth sep) (showAmountB opts) amts
sep = WideBuilder (TB.fromString ", ") 2
n = length amts
pad = (WideBuilder (TB.fromText $ T.replicate w " ") w <>)
where w = fromMaybe 0 mmin - width
elided = maybe id elideTo mmax astrs
elideTo m = addElide . takeFitting m . withElided
-- Add the last elision string to the end of the display list
addElide [] = []
addElide xs = maybeAppend (snd $ last xs) $ map fst xs
-- Return the elements of the display list which fit within the maximum width
-- (including their elision strings)
takeFitting m = dropWhileRev (\(a,e) -> m < adTotal (fromMaybe a e))
dropWhileRev p = foldr (\x xs -> if null xs && p x then [] else x:xs) []
-- Add the elision strings (if any) to each amount
withElided = zipWith (\num amt -> (amt, elisionDisplay Nothing (wbWidth sep) num amt)) [n-1,n-2..0]
data AmountDisplay = AmountDisplay
{ adBuilder :: !WideBuilder -- ^ String representation of the Amount
, adTotal :: !Int -- ^ Cumulative length of MixedAmount this Amount is part of,
-- including separators
}
nullAmountDisplay :: AmountDisplay
nullAmountDisplay = AmountDisplay mempty 0
amtDisplayList :: Int -> (Amount -> WideBuilder) -> [Amount] -> [AmountDisplay]
amtDisplayList sep showamt = snd . mapAccumL display (-sep)
where
display tot amt = (tot', AmountDisplay str tot')
where
str = showamt amt
tot' = tot + (wbWidth str) + sep
-- The string "m more", added to the previous running total
elisionDisplay :: Maybe Int -> Int -> Int -> AmountDisplay -> Maybe AmountDisplay
elisionDisplay mmax sep n lastAmt
| n > 0 = Just $ AmountDisplay (WideBuilder (TB.fromText str) len) (adTotal lastAmt + len)
| otherwise = Nothing
where
fullString = T.pack $ show n ++ " more.."
-- sep from the separator, 7 from " more..", 1 + floor (logBase 10 n) from number
fullLength = sep + 8 + floor (logBase 10 $ fromIntegral n)
str | Just m <- mmax, fullLength > m = T.take (m - 2) fullString <> ".."
| otherwise = fullString
len = case mmax of Nothing -> fullLength
Just m -> max 2 $ min m fullLength
maybeAppend :: Maybe a -> [a] -> [a]
maybeAppend Nothing = id
maybeAppend (Just a) = (++[a])
-- | Compact labelled trace of a mixed amount, for debugging.
ltraceamount :: String -> MixedAmount -> MixedAmount
ltraceamount s = traceWith (((s ++ ": ") ++).showMixedAmount)
-- | Set the display precision in the amount's commodities.
setMixedAmountPrecision :: AmountPrecision -> MixedAmount -> MixedAmount
setMixedAmountPrecision p (Mixed as) = Mixed $ map (setAmountPrecision p) as
mixedAmountStripPrices :: MixedAmount -> MixedAmount
mixedAmountStripPrices (Mixed as) = Mixed $ map (\a -> a{aprice=Nothing}) as
-- | 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
-- | Replace each component amount's TotalPrice, if it has one, with an equivalent UnitPrice.
-- Has no effect on amounts without one.
-- Does Decimal division, might be some rounding/irrational number issues.
mixedAmountTotalPriceToUnitPrice :: MixedAmount -> MixedAmount
mixedAmountTotalPriceToUnitPrice (Mixed as) = Mixed $ map amountTotalPriceToUnitPrice as
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-------------------------------------------------------------------------------
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-- tests
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tests_Amount = tests "Amount" [
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tests "Amount" [
test "amountCost" $ do
amountCost (eur 1) @?= eur 1
amountCost (eur 2){aprice=Just $ UnitPrice $ usd 2} @?= usd 4
amountCost (eur 1){aprice=Just $ TotalPrice $ usd 2} @?= usd 2
amountCost (eur (-1)){aprice=Just $ TotalPrice $ usd 2} @?= usd (-2)
,test "amountLooksZero" $ do
assertBool "" $ amountLooksZero amount
assertBool "" $ amountLooksZero $ usd 0
,test "negating amounts" $ do
negate (usd 1) @?= (usd 1){aquantity= -1}
let b = (usd 1){aprice=Just $ UnitPrice $ eur 2} in negate b @?= b{aquantity= -1}
,test "adding amounts without prices" $ do
(usd 1.23 + usd (-1.23)) @?= usd 0
(usd 1.23 + usd (-1.23)) @?= usd 0
(usd (-1.23) + usd (-1.23)) @?= usd (-2.46)
sum [usd 1.23,usd (-1.23),usd (-1.23),-(usd (-1.23))] @?= usd 0
-- highest precision is preserved
asprecision (astyle $ sum [usd 1 `withPrecision` Precision 1, usd 1 `withPrecision` Precision 3]) @?= Precision 3
asprecision (astyle $ sum [usd 1 `withPrecision` Precision 3, usd 1 `withPrecision` Precision 1]) @?= Precision 3
-- adding different commodities assumes conversion rate 1
assertBool "" $ amountLooksZero (usd 1.23 - eur 1.23)
,test "showAmount" $ do
showAmount (usd 0 + gbp 0) @?= "0"
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]
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,tests "MixedAmount" [
test "adding mixed amounts to zero, the commodity and amount style are preserved" $
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sum (map (Mixed . (:[]))
[usd 1.25
,usd (-1) `withPrecision` Precision 3
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,usd (-0.25)
])
@?= Mixed [usd 0 `withPrecision` Precision 3]
,test "adding mixed amounts with total prices" $ do
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sum (map (Mixed . (:[]))
[usd 1 @@ eur 1
,usd (-2) @@ eur 1
])
@?= Mixed [usd 1 @@ eur 1
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,usd (-2) @@ eur 1
]
,test "showMixedAmount" $ do
showMixedAmount (Mixed [usd 1]) @?= "$1.00"
showMixedAmount (Mixed [usd 1 `at` eur 2]) @?= "$1.00 @ €2.00"
showMixedAmount (Mixed [usd 0]) @?= "0"
showMixedAmount (Mixed []) @?= "0"
showMixedAmount missingmixedamt @?= ""
,test "showMixedAmountWithoutPrice" $ do
let a = usd 1 `at` eur 2
showMixedAmountWithoutPrice False (Mixed [a]) @?= "$1.00"
showMixedAmountWithoutPrice False (Mixed [a, -a]) @?= "0"
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,tests "normaliseMixedAmount" [
test "a missing amount overrides any other amounts" $
normaliseMixedAmount (Mixed [usd 1, missingamt]) @?= missingmixedamt
,test "unpriced same-commodity amounts are combined" $
normaliseMixedAmount (Mixed [usd 0, usd 2]) @?= Mixed [usd 2]
,test "amounts with same unit price are combined" $
normaliseMixedAmount (Mixed [usd 1 `at` eur 1, usd 1 `at` eur 1]) @?= Mixed [usd 2 `at` eur 1]
,test "amounts with different unit prices are not combined" $
normaliseMixedAmount (Mixed [usd 1 `at` eur 1, usd 1 `at` eur 2]) @?= Mixed [usd 1 `at` eur 1, usd 1 `at` eur 2]
,test "amounts with total prices are not combined" $
normaliseMixedAmount (Mixed [usd 1 @@ eur 1, usd 1 @@ eur 1]) @?= Mixed [usd 1 @@ eur 1, usd 1 @@ eur 1]
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]
,test "normaliseMixedAmountSquashPricesForDisplay" $ do
normaliseMixedAmountSquashPricesForDisplay (Mixed []) @?= Mixed [nullamt]
assertBool "" $ mixedAmountLooksZero $ normaliseMixedAmountSquashPricesForDisplay
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(Mixed [usd 10
,usd 10 @@ eur 7
,usd (-10)
,usd (-10) @@ eur 7
])
]
]