Commit Graph

1822 Commits

Author SHA1 Message Date
Stephen Morgan
6fb3dfdbb2 lib: Create journalApplyValuationFromOpts.
This does costing and valuation on a journal, and is meant to replace
most direct calls of costing and valuation. The exception is for reports
which require amounts to be summed before valuation is applied, for
example a historical balance report with --value=end.
2021-05-13 19:52:32 +10:00
Stephen Morgan
dc16451de0 lib: Remove unused (amount|mixedAmount|posting|transaction)ApplyCostValuation functions. 2021-05-07 22:25:19 +10:00
Stephen Morgan
53611be6e9 lib,ui: Do all cost conversion and price stripping in journalSelectingAmountFromOpts. 2021-05-07 21:51:15 +10:00
Stephen Morgan
0078f1a520 lib: Infer prices correctly even when there are only balance assignments. 2021-05-01 09:45:29 -10:00
Stephen Morgan
7cb621b82f lib,cli,ui,bin: Remove unnecessary normalisedMixedAmount, replace
normaliseMixedAmountSquashPricesForDisplay with mixedAmountStripPrices.
2021-05-01 09:45:29 -10:00
Stephen Morgan
4780a02e5a lib,cli: Remove showAmounts*B functions, replacing them entirely with showMixedAmount*B functions. 2021-05-01 09:45:29 -10:00
Stephen Morgan
5e7b69356f lib: Change internal representation of MixedAmount to use a strict Map
instead of a list of Amounts. No longer export Mixed constructor, to
keep API clean (if you really need it, you can import it directly from
Hledger.Data.Types). We also ensure the JSON representation of
MixedAmount doesn't change: it is stored as a normalised list of
Amounts.

This commit improves performance. Here are some indicative results.

hledger reg -f examples/10000x1000x10.journal
- Maximum residency decreases from 65MB to 60MB (8% decrease)
- Total memory in use decreases from 178MiB to 157MiB (12% decrease)

hledger reg -f examples/10000x10000x10.journal
- Maximum residency decreases from 69MB to 60MB (13% decrease)
- Total memory in use decreases from 198MiB to 153MiB (23% decrease)

hledger bal -f examples/10000x1000x10.journal
- Total heap usage decreases from 6.4GB to 6.0GB (6% decrease)
- Total memory in use decreases from 178MiB to 153MiB (14% decrease)

hledger bal -f examples/10000x10000x10.journal
- Total heap usage decreases from 7.3GB to 6.9GB (5% decrease)
- Total memory in use decreases from 196MiB to 185MiB (5% decrease)

hledger bal -M -f examples/10000x1000x10.journal
- Total heap usage decreases from 16.8GB to 10.6GB (47% decrease)
- Total time decreases from 14.3s to 12.0s (16% decrease)

hledger bal -M -f examples/10000x10000x10.journal
- Total heap usage decreases from 108GB to 48GB (56% decrease)
- Total time decreases from 62s to 41s (33% decrease)

If you never directly use the constructor Mixed or pattern match against
it then you don't need to make any changes. If you do, then do the
following:

- If you really care about the individual Amounts and never normalise
  your MixedAmount (for example, just storing `Mixed amts` and then
  extracting `amts` as a pattern match, then use should switch to using
  [Amount]. This should just involve removing the `Mixed` constructor.
- If you ever call `mixed`, `normaliseMixedAmount`, or do any sort of
  amount arithmetic (+), (-), then you should replace the constructor
  `Mixed` with the function `mixed`. To extract the list of Amounts, use
  the function `amounts`.
- If you ever call `normaliseMixedAmountSquashPricesForDisplay`, you can
  replace that with `mixedAmountStripPrices`. (N.B. this does something
  slightly different from `normaliseMixedAmountSquashPricesForDisplay`,
  but I don't think there's any use case for squashing prices and then
  keeping the first of the squashed prices around. If you disagree let
  me know.)
- Any remaining calls to `normaliseMixedAmount` can be removed, as that
  is now the identity function.
2021-05-01 09:45:29 -10:00
Simon Michael
483fa9682e cli: ANSI color is now also disabled by -o/--output-file (#1533)
ANSI color on stdout (not stderr) is now disabled if the
-o/--output-file option is detected (and its value is not "-").

Added outputFileOption, and more advice in comments.
2021-04-17 16:51:08 -10:00
Simon Michael
fe846a0c7f ;lib: comments 2021-04-17 16:06:20 -10:00
Simon Michael
21a49b9479 ;lib: note caveats with useColor* 2021-04-14 06:23:21 -10:00
Simon Michael
6298722ade lib: debug output checks for color support on stderr, not stdout
This is more accurate.
useColor is replaced by useColorOnStdout, useColorOnStderr.
2021-04-14 06:23:21 -10:00
Simon Michael
2b04b76448 lib: debug output now respects --color/NO_COLOR/ANSI support
Debug output now selects color or monochrome in the same way as normal
output.
2021-04-14 06:23:21 -10:00
Simon Michael
5e57cfb43e lib: useColor, colorOption helpers usable anywhere 2021-04-14 06:23:21 -10:00
Simon Michael
0f4e462ae7 add a Show instance for AmountDisplayOpts, WideBuilder
For debug logging.
2021-04-13 17:19:22 -10:00
Stephen Morgan
28fd7c65f2 lib: When displaying amounts on a single line, always display at least one amount, even if that would exceed the requested maximum width. Addresses #1526. 2021-04-13 15:29:58 -10:00
Simon Michael
f5121129ec timeclock: print shows timeclock amounts with just 2 decimals, like pre-1.21 (#1527) 2021-04-12 18:40:33 -10:00
Stephen Morgan
493ed14629 lib,test: Make sure historical postings have prices stripped if necessary in PostingsReport (see issue #1522). 2021-04-11 18:31:30 -10:00
Stephen Morgan
f6feef7f80 lib,cli: Strip prices in MultiBalanceReport and PostingsReport whenever
we know we won't need them.

Knowing whether we need them is accomplished by pulling the "show-costs"
option used by the Close command up into ReportOpts.
2021-04-11 18:31:30 -10:00
Stephen Morgan
b7a2479186 lib: Use uniform naming for stripping prices.
Creates a new function amountStripPrices, and renames removePrices to
postingStripPrices.
2021-04-11 18:31:30 -10:00
Stephen Morgan
278153effa lib: Add more efficient toEncoding for custom ToJSON declarations. 2021-04-10 17:52:33 -10:00
Stephen Morgan
a529207ae7 lib: Do not round Decimal before applying JSON representation if
existing representation is small enough.

Previously the JSON representation of Decimal was rounded to 10 points
of precision before serialising. This sometimes results in an
unnecessary increase of precision.
2021-04-10 17:52:33 -10:00
Stephen Morgan
edbb713cf8 lib,cli: Fix ledgerDateSpan, so that in takes transaction dates into account. 2021-04-03 13:54:23 -10:00
Stephen Morgan
5fbb67b893 lib,cli: Move reportPeriodName to Hledger.Reports.ReportOptions, use it
for HTML and CSV output for compound balance reports.
2021-04-03 13:43:37 -10:00
Eric Mertens
48d558fc7a Tolerate spaces in amount fields in CSV files 2021-03-26 16:39:24 -07:00
Stephen Morgan
b6e20dea13 lib,test: Simplify the JSON representation of AmountPrecision.
It now uses the same JSON representation as Maybe Word8. This means that
the JSON serialisation is now broadly compatible with that used before the
commit f6fa76bba7, differing only in
how it handles numbers outside Word8 and that it can now produce null
for NaturalPrecision.
2021-03-25 15:47:34 -07:00
Stephen Morgan
4cb9dfb5b8 lib: Properly escape quotes in csv output. 2021-03-25 09:41:42 -07:00
Stephen Morgan
4609e79f2c lib,cli,ui,web: A number of AccountName and Journal functions which are
supposed to produce unique sorted use Sets internally to be slightly
more efficient. There is also a new function journalCommodities.
2021-03-23 11:26:30 -07:00
Stephen Morgan
7fe58f1346 lib: More efficiently check whether Amounts are or look zero.
Comparing two Quantity (either with (==) or compare) does a lot of
normalisation (calling roundMax) which is unnecessary if we're comparing
to zero. Do things more directly to save work.

For reg -f examples/10000x10000x10.journal, this results in
- A 12% reduction in heap allocations, from 70GB to 62GB
- A 14% reduction in (profiled) time, from 79s to 70s
Results for bal -f examples/10000x10000x10.journal are of the same order
of magnitude.
2021-03-23 11:26:30 -07:00
Stephen Morgan
522c8a6ad3 lib: In sorting account names, perform lookups on HashSets and HashMaps,
rather than lists. This is probably not an enormous performance sink in real
situations, but it takes a huge amount of time and memory in our
benchmarks (specifically 10000x10000x10.journal).

For bal -f examples/10000x10000x10.journal, this results in
- A 23% reduction in heap allocation, from 27GiB to 21GiB
- A 33% reduction in (profiled) time running, from 26.5s to 17.9s
2021-03-23 11:26:30 -07:00
Stephen Morgan
13589aca2e doc: Remove incorrect haddock comment. 2021-03-23 11:26:30 -07:00
Stephen Morgan
7488140608 lib: Do not call showAmount twice for every posting.
For print -f examples/10000x10000x10.journal, this results in
- A 7.7% reduction in heap allocations, from 7.6GB to 7.1GB.
2021-03-21 07:10:27 -07:00
Stephen Morgan
7aa3d3e760 lib,cli: Some efficiency improvements in register reports.
Strip prices after valuing postings in PostingsReport.
Use renderRow interface for Register report.

For reg -f examples/10000x10000x10.journal, this results in:
- Heap allocations decreasing by 55%, from 68.6GB to 31.2GB
- Resident memory decreasing by 75%, from 254GB to 65GB
- Total (profiled) time decreasing by 55%, from 37s to 20s
2021-03-21 07:10:27 -07:00
Stephen Morgan
d54e276658 lib: Split showMixedAmountB into showMixedAmountB and showAmountsB, the
former being a simple wrapper around the latter.

This removes the need for the showNormalised option, as showMixedAmountB
will always showNormalised and showAmountsB will never do so.

We also strip prices from MixedAmount before displaying if not displaying prices.
2021-03-21 07:10:27 -07:00
Stephen Morgan
d6a4310d8f lib,cli,ui,bin: Eliminate all uses of Mixed outside of Hledger.Data.Amount.
Exceptions are for dealing with the pamount field, which is really just
dealing with an unnormalised list of amounts.

This creates an API for dealing with MixedAmount, so we never have to
access the internals outside of Hledger.Data.Amount.

Also remove a comment, since it looks like #1207 has been resolved.
2021-03-18 09:47:59 +11:00
Stephen Morgan
dabb3ef82e lib,cli,ui,bin: Create a new API for MixedAmount arithmetic. This should
supplant the old interface, which relied on the Num typeclass.

MixedAmount did not have a very good Num instance. The only functions
which were defined were fromInteger, (+), and negate. Furthermore, it
was not law-abiding, as 0 + a /= a in general. Replacements for used
functions are:
0 -> nullmixedamt / mempty
(+) -> maPlus / (<>)
(-) -> maMinus
negate -> maNegate
sum -> maSum
sumStrict -> maSum

Also creates some new constructors for MixedAmount:
mixedAmount :: Amount -> MixedAmount
maAddAmount :: MixedAmount -> Amount -> MixedAmount
maAddAmounts :: MixedAmount -> [Amount] -> MixedAmount

Add Semigroup and Monoid instances for MixedAmount.
Ideally we would remove the Num instance entirely.

The only change needed have nullmixedamt/mempty substitute for
0 without problems was to not squash prices in
mixedAmount(Looks|Is)Zero. This is correct behaviour in any case.
2021-03-18 09:47:21 +11:00
Stephen Morgan
fb02d86884 lib: Do not do any valuation with --value=cost, perform AtEnd valuation with --value=cost,COMM. 2021-03-10 12:42:01 +11:00
Simon Michael
51d582e845 also keep supporting --value=cost,COMM for now (#1499) 2021-03-09 07:37:52 -08:00
Stephen Morgan
efb37c3343 lib: Default to PeriodChange report when using ValueChangeReport. 2021-03-05 10:09:14 -08:00
Stephen Morgan
3f408c2117 lib,cli: Restore old --change option for per-period summation, use --sum for basic ValueChange balance report. 2021-03-05 10:09:14 -08:00
Simon Michael
2505c69f80 lib: transactionFile 2021-03-03 06:44:25 -08:00
Stephen Morgan
edaaef897b lib: Do not include price directives in journalDateSpan. Only include
price directives after the last transaction/posting date if using
--value=end.

Also enlarges the reportspan to encompass full intervals for budget
goals.
2021-03-03 05:26:55 -08:00
Stephen Morgan
7f2536a2a7 lib,cli: Add --valuechange report type for calculating change of value
of accounts, restore --value=end behaviour to that of hledger-1.19.
2021-02-27 18:42:02 -08:00
Stephen Morgan
351648e4fa lib,cli: Add --periodic option to indicate PeriodChange accumulation (renamed from --change). 2021-02-27 18:42:02 -08:00
Stephen Morgan
f0655d1c7f lib: (amount|mixedAmount)(Looks|Is)Zero functions now check whether
both the quantity and the cost are zero. This is usually what you want,
but if you do only want to check whether the quantity is zero, you
can run mixedAmountStripPrices (or similar) before this.

(multiply|divide)(Mixed)?Amount now also multiply or divide the
TotalPrice if it is present, and the old
(multiply|divide)(Mixed)?AmountAndPrice functions are removed.
2021-02-23 14:54:39 -08:00
Stephen Morgan
9d527a9926 lib: normaliseHelper now uses a strict Map for combining amounts
internally, closing a big space leak.

This also now combines Amounts with TotalPrices in the same commodity
when normalising; amounts with TotalPrices were previously never
combined.
2021-02-23 14:54:39 -08:00
Stephen Morgan
ecca7f4e0c lib: Distinguish between an Amount having quantity (or rounded quantity 0), and having both quantity and totalprice 0 (or rounded to 0). 2021-02-23 14:54:39 -08:00
Stephen Morgan
81b778a389 lib: Make fields of Amount, AmountPrice, AmountStyle, and DigitGroupStyle strict. 2021-02-23 14:54:39 -08:00
Stephen Morgan
2ada289e28 lib: Include sign in TotalPrice in Amount, rather than relying on the sign of
aquantity.

Journal entries still require a positive @@ price, but now the sign is
set after parsing, rather than when converting in amountToCost.

The reason for this change is that, if we're going to perform arithmetic
on Amount with TotalCost, then the presence of aquantity=0 means that
amountToCost would render the total cost as 0, because signum 0 == 0.
This makes journal entries like the following impossible to balance:
2000-01-01
    a  0 @@ 10 A
    b  -10 A
2021-02-23 14:54:39 -08:00
Stephen Morgan
a65ef7cd19 lib: Consume list immediately in commodityStylesFromAmounts.
This reduced the maximum heap size per thread from ~850K to ~430K in a
real-world register test.
2021-02-23 14:54:39 -08:00
Simon Michael
5e7c4fc7bc add, print --match: prioritise infix matches
If the search description occurs in full within the other description,
that match gets a +0.5 score boost.
2021-02-20 14:08:47 -08:00