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lib: Include empty columns in MultiBalanceReports.
This was previously done for CompoundBalanceReport and when --empty was called; this makes the behaviour consistent.
This commit is contained in:
parent
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@ -27,7 +27,6 @@ module Hledger.Reports.MultiBalanceReport (
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makeReportQuery,
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makeReportQuery,
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getPostingsByColumn,
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getPostingsByColumn,
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getPostings,
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getPostings,
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calculateColSpans,
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startingBalances,
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startingBalances,
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generateMultiBalanceReport,
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generateMultiBalanceReport,
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@ -150,7 +149,7 @@ compoundBalanceReportWith rspec' j priceoracle subreportspecs = cbr
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-- so the reportspan isn't used for valuation
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-- so the reportspan isn't used for valuation
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-- Group postings into their columns.
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-- Group postings into their columns.
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colps = dbg5 "colps" $ getPostingsByColumn rspec{rsOpts=(rsOpts rspec){empty_=True}} j reportspan
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colps = dbg5 "colps" $ getPostingsByColumn rspec j reportspan
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colspans = dbg3 "colspans" $ M.keys colps
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colspans = dbg3 "colspans" $ M.keys colps
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-- The matched accounts with a starting balance. All of these should appear
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-- The matched accounts with a starting balance. All of these should appear
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@ -222,7 +221,7 @@ calculateReportSpan ReportSpec{rsQuery=query,rsOpts=ropts} j = reportspan
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where
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where
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-- The date span specified by -b/-e/-p options and query args if any.
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-- The date span specified by -b/-e/-p options and query args if any.
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requestedspan = dbg3 "requestedspan" $ queryDateSpan (date2_ ropts) query
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requestedspan = dbg3 "requestedspan" $ queryDateSpan (date2_ ropts) query
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-- If the requested span is open-ended, close it using the journal's end dates.
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-- If the requested span is open-ended, close it using the journal's start and end dates.
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-- This can still be the null (open) span if the journal is empty.
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-- This can still be the null (open) span if the journal is empty.
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requestedspan' = dbg3 "requestedspan'" $
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requestedspan' = dbg3 "requestedspan'" $
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requestedspan `spanDefaultsFrom` journalDateSpan (date2_ ropts) j
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requestedspan `spanDefaultsFrom` journalDateSpan (date2_ ropts) j
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@ -267,10 +266,9 @@ getPostingsByColumn rspec j reportspan = columns
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where
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where
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-- Postings matching the query within the report period.
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-- Postings matching the query within the report period.
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ps :: [(Posting, Day)] = dbg5 "getPostingsByColumn" $ getPostings rspec j
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ps :: [(Posting, Day)] = dbg5 "getPostingsByColumn" $ getPostings rspec j
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days = map snd ps
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-- The date spans to be included as report columns.
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-- The date spans to be included as report columns.
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colspans = calculateColSpans (rsOpts rspec) reportspan days
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colspans = dbg3 "displayspan" $ splitSpan (interval_ $ rsOpts rspec) reportspan
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addPosting (p, d) = maybe id (M.adjust (p:)) $ latestSpanContaining colspans d
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addPosting (p, d) = maybe id (M.adjust (p:)) $ latestSpanContaining colspans d
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emptyMap = M.fromList . zip colspans $ repeat []
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emptyMap = M.fromList . zip colspans $ repeat []
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@ -296,16 +294,6 @@ getPostings ReportSpec{rsQuery=query,rsOpts=ropts} =
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PrimaryDate -> postingDate
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PrimaryDate -> postingDate
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SecondaryDate -> postingDate2
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SecondaryDate -> postingDate2
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-- | Calculate the DateSpans to be used for the columns of the report.
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calculateColSpans :: ReportOpts -> DateSpan -> [Day] -> [DateSpan]
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calculateColSpans ropts reportspan days =
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splitSpan (interval_ ropts) displayspan
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where
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displayspan
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| empty_ ropts = dbg3 "displayspan (-E)" reportspan -- all the requested intervals
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| otherwise = dbg3 "displayspan" $ reportspan `spanIntersect` matchedspan -- exclude leading/trailing empty intervals
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matchedspan = dbg3 "matchedspan" $ daysSpan days
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-- | Gather the account balance changes into a regular matrix
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-- | Gather the account balance changes into a regular matrix
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-- including the accounts from all columns.
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-- including the accounts from all columns.
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@ -14,7 +14,7 @@ hledger -f sample.journal balance --no-total --depth 0
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>>>=0
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>>>=0
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# 3. Ditto in a multi-column balance report.
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# 3. Ditto in a multi-column balance report.
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hledger -f sample.journal balance -M -e 2008/4 --depth 0
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hledger -f sample.journal balance -M -e 2008/2 --depth 0
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>>>
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>>>
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Balance changes in 2008-01:
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Balance changes in 2008-01:
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@ -12,15 +12,16 @@ hledger -f balance-multicol.journal register
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>>>=0
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>>>=0
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# 2. A period balance (flow) report. --no-total also works but isn't pretty.
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# 2. A period balance (flow) report. --no-total also works but isn't pretty.
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# Includes leading/trailing empty periods.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --no-total
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --no-total
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>>>
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>>>
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Balance changes in 2013Q1:
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Balance changes in 2013:
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|| Jan Feb Mar
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|| Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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=================++===============
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=================++============================================================
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assets || 0 1 0
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assets || 0 1 0 0 0 0 0 0 0 0 0 0
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assets:cash || 0 1 0
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assets:cash || 0 1 0 0 0 0 0 0 0 0 0 0
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assets:checking || 0 0 1
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assets:checking || 0 0 1 0 0 0 0 0 0 0 0 0
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>>>=0
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>>>=0
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# 3. With --empty, includes leading/trailing empty periods
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# 3. With --empty, includes leading/trailing empty periods
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@ -45,7 +46,7 @@ Balance changes in 2013:
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# 4. A cumulative ending balance report. Column totals are the sum of
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# 4. A cumulative ending balance report. Column totals are the sum of
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# the highest-level displayed accounts (here, assets).
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# the highest-level displayed accounts (here, assets).
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --cumulative
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --cumulative
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>>>
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>>>
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Ending balances (cumulative) in 2013Q1:
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Ending balances (cumulative) in 2013Q1:
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@ -61,7 +62,7 @@ Ending balances (cumulative) in 2013Q1:
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# 5. With the assets:cash account excluded. As with a single-column
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# 5. With the assets:cash account excluded. As with a single-column
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# balance --flat report, or ledger's balance --flat, assets' balance
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# balance --flat report, or ledger's balance --flat, assets' balance
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# includes the displayed subaccount and not the excluded one.
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# includes the displayed subaccount and not the excluded one.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --cumulative not:cash
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --cumulative not:cash
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>>>
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>>>
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Ending balances (cumulative) in 2013Q1:
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Ending balances (cumulative) in 2013Q1:
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@ -74,7 +75,7 @@ Ending balances (cumulative) in 2013Q1:
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>>>=0
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>>>=0
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# 6. A historical ending balance report.
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# 6. A historical ending balance report.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --historical
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --historical
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>>>
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>>>
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Ending balances (historical) in 2013Q1:
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Ending balances (historical) in 2013Q1:
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@ -89,7 +90,7 @@ Ending balances (historical) in 2013Q1:
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# 7. With top-level accounts excluded. As always, column totals are the sum of
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# 7. With top-level accounts excluded. As always, column totals are the sum of
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# the highest-level displayed accounts, now assets:cash and assets:checking.
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# the highest-level displayed accounts, now assets:cash and assets:checking.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' not:assets$
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' not:assets$
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>>>
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>>>
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Balance changes in 2013Q1:
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Balance changes in 2013Q1:
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@ -102,7 +103,7 @@ Balance changes in 2013Q1:
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>>>=0
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>>>=0
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# 8. cumulative:
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# 8. cumulative:
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' not:assets$ --cumulative
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' not:assets$ --cumulative
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>>>
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>>>
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Ending balances (cumulative) in 2013Q1:
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Ending balances (cumulative) in 2013Q1:
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@ -115,7 +116,7 @@ Ending balances (cumulative) in 2013Q1:
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>>>=0
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>>>=0
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# 9. historical
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# 9. historical
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --historical
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --historical
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>>>
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>>>
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Ending balances (historical) in 2013Q1:
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Ending balances (historical) in 2013Q1:
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@ -131,7 +132,7 @@ Ending balances (historical) in 2013Q1:
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# --depth
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# --depth
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# 10. A flow report with depth limiting. The depth limit aggregates the three accounts as "assets".
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# 10. A flow report with depth limiting. The depth limit aggregates the three accounts as "assets".
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --depth 1
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>>>
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>>>
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Balance changes in 2013Q1:
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Balance changes in 2013Q1:
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@ -143,7 +144,7 @@ Balance changes in 2013Q1:
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>>>=0
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>>>=0
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# 11. As above, but postings in the top-level assets account have been excluded.
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# 11. As above, but postings in the top-level assets account have been excluded.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1 assets:
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --depth 1 assets:
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>>>
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>>>
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Balance changes in 2013Q1:
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Balance changes in 2013Q1:
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@ -155,7 +156,7 @@ Balance changes in 2013Q1:
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>>>=0
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>>>=0
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# 12. A cumulative balance report with depth limiting.
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# 12. A cumulative balance report with depth limiting.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1 --cumulative
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --depth 1 --cumulative
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>>>
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>>>
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Ending balances (cumulative) in 2013Q1:
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Ending balances (cumulative) in 2013Q1:
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@ -167,7 +168,7 @@ Ending balances (cumulative) in 2013Q1:
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>>>=0
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>>>=0
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# 13. A historical balance report with depth limiting.
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# 13. A historical balance report with depth limiting.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1 --historical
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --depth 1 --historical
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>>>
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>>>
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Ending balances (historical) in 2013Q1:
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Ending balances (historical) in 2013Q1:
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@ -179,7 +180,7 @@ Ending balances (historical) in 2013Q1:
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>>>=0
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>>>=0
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# 14. The three multicol balance report types again, this time with --tree
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# 14. The three multicol balance report types again, this time with --tree
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --tree
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --tree
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>>>
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>>>
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Balance changes in 2013Q1:
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Balance changes in 2013Q1:
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@ -193,7 +194,7 @@ Balance changes in 2013Q1:
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>>>=0
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>>>=0
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# 15.
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# 15.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --cumulative --tree
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --cumulative --tree
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>>>
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>>>
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Ending balances (cumulative) in 2013Q1:
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Ending balances (cumulative) in 2013Q1:
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@ -207,7 +208,7 @@ Ending balances (cumulative) in 2013Q1:
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>>>=0
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>>>=0
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# 16.
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# 16.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --historical --tree
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hledger -f balance-multicol.journal balance -p 'monthly from 2013' --historical --tree
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>>>
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>>>
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Ending balances (historical) in 2013Q1:
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Ending balances (historical) in 2013Q1:
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@ -10,16 +10,16 @@ hledger -f sample.journal balance expenses -% --tree
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>>>= 0
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>>>= 0
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# 2. Multi column percent
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# 2. Multi column percent
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hledger -f sample.journal balance expenses -% -p daily
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hledger -f sample.journal balance expenses -% -p quarterly
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>>>
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>>>
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Balance changes in 2008-06-03:
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Balance changes in 2008:
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|| 2008-06-03
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|| 2008Q1 2008Q2 2008Q3 2008Q4
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===================++============
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===================++=================================
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expenses:food || 50.0 %
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expenses:food || 0 50.0 % 0 0
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expenses:supplies || 50.0 %
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expenses:supplies || 0 50.0 % 0 0
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-------------------++------------
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-------------------++---------------------------------
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|| 100.0 %
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|| 0 100.0 % 0 0
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>>>= 0
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>>>= 0
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# 3. In a balanced ledger everything should sum up to zero, therefore all percentages should be zero.
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# 3. In a balanced ledger everything should sum up to zero, therefore all percentages should be zero.
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@ -16,18 +16,18 @@ hledger bal -M -b 2016-11 -e 2017-02 -f - --forecast
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expenses:grocery $30
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expenses:grocery $30
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assets:cash
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assets:cash
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>>>
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>>>
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Balance changes in 2016-12-01..2017-01-31:
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Balance changes in 2016-11-01..2017-01-31:
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|| 2016-12 2017-01
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|| 2016-11 2016-12 2017-01
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==================++==================
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==================++===========================
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assets:cash || $-600 $935
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assets:cash || 0 $-600 $935
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expenses:food || 0 $20
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expenses:food || 0 0 $20
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expenses:grocery || 0 $30
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expenses:grocery || 0 0 $30
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expenses:housing || $600 0
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expenses:housing || 0 $600 0
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expenses:leisure || 0 $15
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expenses:leisure || 0 0 $15
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income || 0 $-1000
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income || 0 0 $-1000
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------------------++------------------
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------------------++---------------------------
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|| 0 0
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>>>2
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>>>2
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>>>=0
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>>>=0
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@ -347,10 +347,10 @@ $ hledger -f- reg -V -M
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# 29. single column balance report valued at cost
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# 29. single column balance report valued at cost
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$ hledger -f- bal -N --value=cost
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$ hledger -f- bal -N --value=cost
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21 B a
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21 B a
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# 30. single column balance report valued at period end
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# 30. single column balance report valued at period end (which includes market price declarations, see #1405)
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$ hledger -f- bal -N --value=end
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$ hledger -f- bal -N --value=end
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9 B a
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12 B a
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# 31. single column balance report valued at specified date
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# 31. single column balance report valued at specified date
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$ hledger -f- bal -N --value=2000-01-15
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$ hledger -f- bal -N --value=2000-01-15
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@ -368,63 +368,63 @@ $ hledger -f- bal -N -V
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# 34. multicolumn balance report valued at cost
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# 34. multicolumn balance report valued at cost
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$ hledger -f- bal -MTA --value=cost
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$ hledger -f- bal -MTA --value=cost
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Balance changes in 2000Q1, valued at cost:
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Balance changes in 2000-01-01..2000-04-30, valued at cost:
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|| Jan Feb Mar Total Average
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|| Jan Feb Mar Apr Total Average
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===++=================================
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===++======================================
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a || 6 B 7 B 8 B 21 B 7 B
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a || 6 B 7 B 8 B 0 21 B 5 B
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---++---------------------------------
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---++--------------------------------------
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|| 6 B 7 B 8 B 21 B 7 B
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|| 6 B 7 B 8 B 0 21 B 5 B
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# 35. multicolumn balance report showing changes in period-end values
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# 35. multicolumn balance report showing changes in period-end values
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$ hledger -f- bal -M --value=end
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$ hledger -f- bal -M --value=end
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Period-end value changes in 2000Q1:
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Period-end value changes in 2000-01-01..2000-04-30:
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|| Jan Feb Mar
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|| Jan Feb Mar Apr
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===++================
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===++=====================
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a || 5 B -1 B 5 B
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a || 5 B -1 B 5 B 3 B
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---++----------------
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---++---------------------
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|| 5 B -1 B 5 B
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|| 5 B -1 B 5 B 3 B
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# 36. multicolumn balance report showing changes in period-end values with -T or -A
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# 36. multicolumn balance report showing changes in period-end values with -T or -A
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$ hledger -f- bal -MTA --value=end
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$ hledger -f- bal -MTA --value=end
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Period-end value changes in 2000Q1:
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Period-end value changes in 2000-01-01..2000-04-30:
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|| Jan Feb Mar Total Average
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|| Jan Feb Mar Apr Total Average
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===++==================================
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===++=======================================
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a || 5 B -1 B 5 B 9 B 3 B
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a || 5 B -1 B 5 B 3 B 12 B 3 B
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---++----------------------------------
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---++---------------------------------------
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|| 5 B -1 B 5 B 9 B 3 B
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|| 5 B -1 B 5 B 3 B 12 B 3 B
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# 37. multicolumn balance report valued at other date
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# 37. multicolumn balance report valued at other date
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$ hledger -f- bal -MTA --value=2000-01-15
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$ hledger -f- bal -MTA --value=2000-01-15
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Balance changes in 2000Q1, valued at 2000-01-15:
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Balance changes in 2000-01-01..2000-04-30, valued at 2000-01-15:
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|| Jan Feb Mar Apr Total Average
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===++=================================
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===++======================================
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a || 5 B 5 B 5 B 15 B 5 B
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a || 5 B 5 B 5 B 0 15 B 4 B
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---++---------------------------------
|
---++--------------------------------------
|
||||||
|| 5 B 5 B 5 B 15 B 5 B
|
|| 5 B 5 B 5 B 0 15 B 4 B
|
||||||
|
|
||||||
# 38. multicolumn balance report valued today (with today >= 2000-04-01)
|
# 38. multicolumn balance report valued today (with today >= 2000-04-01)
|
||||||
$ hledger -f- bal -M --value=now
|
$ hledger -f- bal -M --value=now
|
||||||
Balance changes in 2000Q1, current value:
|
Balance changes in 2000-01-01..2000-04-30, current value:
|
||||||
|
|
||||||
|| Jan Feb Mar
|
|| Jan Feb Mar Apr
|
||||||
===++===============
|
===++====================
|
||||||
a || 4 B 4 B 4 B
|
a || 4 B 4 B 4 B 0
|
||||||
---++---------------
|
---++--------------------
|
||||||
|| 4 B 4 B 4 B
|
|| 4 B 4 B 4 B 0
|
||||||
|
|
||||||
# 39. multicolumn balance report showing changes in period-end values (same as --value=end)
|
# 39. multicolumn balance report showing changes in period-end values (same as --value=end)
|
||||||
$ hledger -f- bal -M -V
|
$ hledger -f- bal -M -V
|
||||||
Period-end value changes in 2000Q1:
|
Period-end value changes in 2000-01-01..2000-04-30:
|
||||||
|
|
||||||
|| Jan Feb Mar
|
|| Jan Feb Mar Apr
|
||||||
===++================
|
===++=====================
|
||||||
a || 5 B -1 B 5 B
|
a || 5 B -1 B 5 B 3 B
|
||||||
---++----------------
|
---++---------------------
|
||||||
|| 5 B -1 B 5 B
|
|| 5 B -1 B 5 B 3 B
|
||||||
|
|
||||||
# balance, periodic, with -H (starting balance and accumulating across periods)
|
# balance, periodic, with -H (starting balance and accumulating across periods)
|
||||||
|
|
||||||
@ -433,37 +433,38 @@ Period-end value changes in 2000Q1:
|
|||||||
# February adds 1 A costing 7 B, making 13 B.
|
# February adds 1 A costing 7 B, making 13 B.
|
||||||
# March adds 1 A costing 8 B, making 21 B.
|
# March adds 1 A costing 8 B, making 21 B.
|
||||||
$ hledger -f- bal -M -H -b 200002 --value=cost
|
$ hledger -f- bal -M -H -b 200002 --value=cost
|
||||||
Ending balances (historical) in 2000-02-01..2000-03-31, valued at cost:
|
Ending balances (historical) in 2000-02-01..2000-04-30, valued at cost:
|
||||||
|
|
||||||
|
|| 2000-02-29 2000-03-31 2000-04-30
|
||||||
|
===++====================================
|
||||||
|
a || 13 B 21 B 21 B
|
||||||
|
---++------------------------------------
|
||||||
|
|| 13 B 21 B 21 B
|
||||||
|
|
||||||
|| 2000-02-29 2000-03-31
|
|
||||||
===++========================
|
|
||||||
a || 13 B 21 B
|
|
||||||
---++------------------------
|
|
||||||
|| 13 B 21 B
|
|
||||||
|
|
||||||
# 41. multicolumn balance report with -H valued at period end.
|
# 41. multicolumn balance report with -H valued at period end.
|
||||||
# The starting balance is 1 A.
|
# The starting balance is 1 A.
|
||||||
# February adds 1 A making 2 A, which is valued at 2000/02/29 as 4 B.
|
# February adds 1 A making 2 A, which is valued at 2000/02/29 as 4 B.
|
||||||
# March adds 1 A making 3 A, which is valued at 2000/03/31 as 9 B.
|
# March adds 1 A making 3 A, which is valued at 2000/03/31 as 9 B.
|
||||||
|
# April adds 0 A making 3 A, which is valued at 2000/04/31 as 12 B.
|
||||||
$ hledger -f- bal -MA -H -b 200002 --value=end
|
$ hledger -f- bal -MA -H -b 200002 --value=end
|
||||||
Ending balances (historical) in 2000-02-01..2000-03-31, valued at period ends:
|
Ending balances (historical) in 2000-02-01..2000-04-30, valued at period ends:
|
||||||
|
|
||||||
|| 2000-02-29 2000-03-31 Average
|
|| 2000-02-29 2000-03-31 2000-04-30 Average
|
||||||
===++=================================
|
===++=============================================
|
||||||
a || 4 B 9 B 6 B
|
a || 4 B 9 B 12 B 8 B
|
||||||
---++---------------------------------
|
---++---------------------------------------------
|
||||||
|| 4 B 9 B 6 B
|
|| 4 B 9 B 12 B 8 B
|
||||||
|
|
||||||
# 42. multicolumn balance report with -H valued at other date.
|
# 42. multicolumn balance report with -H valued at other date.
|
||||||
# The starting balance is 5 B (1 A valued at 2000/1/15).
|
# The starting balance is 5 B (1 A valued at 2000/1/15).
|
||||||
$ hledger -f- bal -M -H -b 200002 --value=2000-01-15
|
$ hledger -f- bal -M -H -b 200002 --value=2000-01-15
|
||||||
Ending balances (historical) in 2000-02-01..2000-03-31, valued at 2000-01-15:
|
Ending balances (historical) in 2000-02-01..2000-04-30, valued at 2000-01-15:
|
||||||
|
|
||||||
|| 2000-02-29 2000-03-31
|
|| 2000-02-29 2000-03-31 2000-04-30
|
||||||
===++========================
|
===++====================================
|
||||||
a || 10 B 15 B
|
a || 10 B 15 B 15 B
|
||||||
---++------------------------
|
---++------------------------------------
|
||||||
|| 10 B 15 B
|
|| 10 B 15 B 15 B
|
||||||
|
|
||||||
# 43. multicolumn balance report with -H, valuing each period's carried-over balances at cost.
|
# 43. multicolumn balance report with -H, valuing each period's carried-over balances at cost.
|
||||||
<
|
<
|
||||||
|
Loading…
Reference in New Issue
Block a user