simonmichael/hledger
1
1
Fork 0
mirror of https://github.com/simonmichael/hledger.git synced 2024-09-20 02:37:12 +03:00
Code Issues Projects Releases Wiki Activity

register: drop --display, use --historical instead

Browse Source 
We provided a very limited implementation of --display only for one use
case: to see an accurate running balance. Now that is achieved more easily
with -H/--historical, similar to the balance command, and --display
can be dropped.
This commit is contained in:
Simon Michael 2014-04-30 17:24:41 -07:00
parent 0132ed7bea
commit a28d4fd400
2 changed files with 22 additions and 71 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

92
hledger-lib/Hledger/Reports/PostingsReport.hs
View File

@ -16,15 +16,11 @@ module Hledger.Reports.PostingsReport (
)
where
import Control.Monad
import Data.List
import Data.Maybe
import Data.Ord
import Data.Time.Calendar
import Safe (headMay, lastMay)
import Test.HUnit
import Text.ParserCombinators.Parsec
import Text.Printf
import Hledger.Data
import Hledger.Query
@ -53,34 +49,37 @@ postingsReport opts q j = (totallabel, items)
symq = dbg "symq" $ filterQuery queryIsSym $ dbg "requested q" q
depth = queryDepth q
depthless = filterQuery (not . queryIsDepth)
dateless = filterQuery (not . queryIsDate)
-- precedingq = dbg "precedingq" $ And [datelessq, Date $ DateSpan Nothing (spanStart reportspan)]
datelessq = filterQuery (not . queryIsDate) q
dateqcons = if date2_ opts then Date2 else Date
requestedspan = dbg "requestedspan" $ queryDateSpan (date2_ opts) q -- span specified by -b/-e/-p options and query args
requestedspan' = dbg "requestedspan'" $ requestedspan `spanDefaultsFrom` journalDateSpan (date2_ opts) j -- if open-ended, close it using the journal's end dates
intervalspans = dbg "intervalspans" $ splitSpan (intervalFromOpts opts) requestedspan' -- interval spans enclosing it
reportspan = dbg "reportspan" $ DateSpan (maybe Nothing spanStart $ headMay intervalspans) -- the requested span enlarged to a whole number of intervals
(maybe Nothing spanEnd $ lastMay intervalspans)
newdatesq = dbg "newdateq" $ (if date2_ opts then Date2 else Date) reportspan
reportq = dbg "reportq" $ depthless $ And [dateless q, newdatesq] -- user's query enlarged to whole intervals and with no depth limit
intervalspans = dbg "intervalspans" $ splitSpan (intervalFromOpts opts) requestedspan' -- interval spans enclosing it
reportstart = dbg "reportstart" $ maybe Nothing spanStart $ headMay intervalspans
reportend = dbg "reportend" $ maybe Nothing spanEnd $ lastMay intervalspans
reportspan = dbg "reportspan" $ DateSpan reportstart reportend -- the requested span enlarged to a whole number of intervals
beforestartq = dbg "beforestartq" $ dateqcons $ DateSpan Nothing reportstart
beforeendq = dbg "beforeendq" $ dateqcons $ DateSpan Nothing reportend
reportq = dbg "reportq" $ depthless $ And [datelessq, beforeendq] -- user's query with no start date, end date on an interval boundary and no depth limit
(precedingps, displayableps, _) =
dbg "ps5" $ postingsMatchingDisplayExpr displayexpr opts $ -- filter and group by the -d display expression
dbg "ps4" $ map (filterPostingAmount symq) $ -- remove amount parts which the query's sym: terms would exclude
pstoend =
dbg "ps4" $ map (filterPostingAmount symq) $ -- remove amount parts which the query's cur: terms would exclude
dbg "ps3" $ (if related_ opts then concatMap relatedPostings else id) $ -- with -r, replace each with its sibling postings
dbg "ps2" $ filter (reportq `matchesPosting`) $ -- filter postings by the query, ignoring depth
dbg "ps2" $ filter (reportq `matchesPosting`) $ -- filter postings by the query, including before the report start date, ignoring depth
dbg "ps1" $ journalPostings $ journalSelectingAmountFromOpts opts j
(precedingps, reportps) = dbg "precedingps, reportps" $ span (beforestartq `matchesPosting`) pstoend
empty = queryEmpty q
displayexpr = display_ opts -- XXX
-- displayexpr = display_ opts -- XXX
interval = intervalFromOpts opts -- XXX
whichdate = whichDateFromOpts opts
ps | interval == NoInterval = displayableps
| otherwise = summarisePostingsByInterval interval whichdate depth empty reportspan displayableps
startbal = sumPostings precedingps
runningcalcfn | average_ opts = \i avg amt -> avg + (amt - avg) `divideMixedAmount` (fromIntegral i)
| otherwise = \_ bal amt -> bal + amt
items = postingsReportItems ps nullposting whichdate depth startbal runningcalcfn 1
itemps | interval == NoInterval = reportps
| otherwise = summarisePostingsByInterval interval whichdate depth empty reportspan reportps
items = postingsReportItems itemps nullposting whichdate depth startbal runningcalc 1
where
startbal = if balancetype_ opts == HistoricalBalance then sumPostings precedingps else 0
runningcalc | average_ opts = \i avg amt -> avg + (amt - avg) `divideMixedAmount` (fromIntegral i) -- running average
| otherwise = \_ bal amt -> bal + amt -- running total
dbg s = let p = "postingsReport" in Hledger.Utils.dbg (p++" "++s) -- add prefix in debug output
-- dbg = const id -- exclude from debug output
@ -111,55 +110,6 @@ mkpostingsReportItem showdate showdesc wd p b = (if showdate then Just date else
SecondaryDate -> postingDate2 p
desc = maybe "" tdescription $ ptransaction p
-- | Date-sort and split a list of postings into three spans - postings matched
-- by the given display expression, and the preceding and following postings.
-- XXX always sorts by primary date, should sort by secondary date if expression is about that
postingsMatchingDisplayExpr :: Maybe String -> ReportOpts -> [Posting] -> ([Posting],[Posting],[Posting])
postingsMatchingDisplayExpr d opts ps = (before, matched, after)
where
sorted = sortBy (comparing (postingDateFn opts)) ps
(before, rest) = break (displayExprMatches d) sorted
(matched, after) = span (displayExprMatches d) rest
-- | Does this display expression allow this posting to be displayed ?
-- Raises an error if the display expression can't be parsed.
displayExprMatches :: Maybe String -> Posting -> Bool
displayExprMatches Nothing _ = True
displayExprMatches (Just d) p = (fromparse $ parsewith datedisplayexpr d) p
-- | Parse a hledger display expression, which is a simple date test like
-- "d>[DATE]" or "d<=[DATE]", and return a "Posting"-matching predicate.
datedisplayexpr :: GenParser Char st (Posting -> Bool)
datedisplayexpr = do
char 'd'
op <- compareop
char '['
(y,m,d) <- smartdate
char ']'
let date = parsedate $ printf "%04s/%02s/%02s" y m d
test op = return $ (`op` date) . postingDate
case op of
"<" -> test (<)
"<=" -> test (<=)
"=" -> test (==)
"==" -> test (==)
">=" -> test (>=)
">" -> test (>)
_ -> mzero
where
compareop = choice $ map (try . string) ["<=",">=","==","<","=",">"]
-- -- | Clip the account names to the specified depth in a list of postings.
-- depthClipPostings :: Maybe Int -> [Posting] -> [Posting]
-- depthClipPostings depth = map (depthClipPosting depth)
-- -- | Clip a posting's account name to the specified depth.
-- depthClipPosting :: Maybe Int -> Posting -> Posting
-- depthClipPosting Nothing p = p
-- depthClipPosting (Just d) p@Posting{paccount=a} = p{paccount=clipAccountName d a}
-- XXX confusing, refactor
-- | Convert a list of postings into summary postings. Summary postings
-- are one per account per interval and aggregated to the specified depth
-- if any.

1
hledger/Hledger/Cli/Register.hs
View File

@ -30,6 +30,7 @@ registermode = (defCommandMode $ ["register"] ++ aliases) {
groupUnnamed = [
flagOpt (show defaultWidthWithFlag) ["width","w"] (\s opts -> Right $ setopt "width" s opts) "N" "increase or set the output width (default: 80)"
,flagNone ["average","A"] (\opts -> setboolopt "average" opts) "show the running average instead of the running total"
,flagNone ["historical","H"] (\opts -> setboolopt "historical" opts) "with a reporting interval, show accurate historical running balance"
,flagNone ["related","r"] (\opts -> setboolopt "related" opts) "show the other postings in the transactions of those that would have been shown"
]
,groupHidden = []