hledger/hledger-lib/Hledger/Data/Period.hs
2021-01-02 15:08:09 +11:00

326 lines
13 KiB
Haskell

{-|
Manipulate the time periods typically used for reports with Period,
a richer abstraction than DateSpan. See also Types and Dates.
-}
{-# LANGUAGE OverloadedStrings #-}
module Hledger.Data.Period (
periodAsDateSpan
,dateSpanAsPeriod
,simplifyPeriod
,isLastDayOfMonth
,isStandardPeriod
,showPeriod
,showPeriodMonthAbbrev
,periodStart
,periodEnd
,periodNext
,periodPrevious
,periodNextIn
,periodPreviousIn
,periodMoveTo
,periodGrow
,periodShrink
,mondayBefore
,yearMonthContainingWeekStarting
,quarterContainingMonth
,firstMonthOfQuarter
,startOfFirstWeekInMonth
)
where
import Data.Text (Text)
import qualified Data.Text as T
import Data.Time.Calendar
import Data.Time.Calendar.MonthDay
import Data.Time.Calendar.OrdinalDate
import Data.Time.Calendar.WeekDate
import Data.Time.Format
import Text.Printf
import Hledger.Data.Types
-- | Convert Periods to DateSpans.
--
-- >>> periodAsDateSpan (MonthPeriod 2000 1) == DateSpan (Just $ fromGregorian 2000 1 1) (Just $ fromGregorian 2000 2 1)
-- True
periodAsDateSpan :: Period -> DateSpan
periodAsDateSpan (DayPeriod d) = DateSpan (Just d) (Just $ addDays 1 d)
periodAsDateSpan (WeekPeriod b) = DateSpan (Just b) (Just $ addDays 7 b)
periodAsDateSpan (MonthPeriod y m) = DateSpan (Just $ fromGregorian y m 1) (Just $ fromGregorian y' m' 1)
where
(y',m') | m==12 = (y+1,1)
| otherwise = (y,m+1)
periodAsDateSpan (QuarterPeriod y q) = DateSpan (Just $ fromGregorian y m 1) (Just $ fromGregorian y' m' 1)
where
(y', q') | q==4 = (y+1,1)
| otherwise = (y,q+1)
quarterAsMonth q = (q-1) * 3 + 1
m = quarterAsMonth q
m' = quarterAsMonth q'
periodAsDateSpan (YearPeriod y) = DateSpan (Just $ fromGregorian y 1 1) (Just $ fromGregorian (y+1) 1 1)
periodAsDateSpan (PeriodBetween b e) = DateSpan (Just b) (Just e)
periodAsDateSpan (PeriodFrom b) = DateSpan (Just b) Nothing
periodAsDateSpan (PeriodTo e) = DateSpan Nothing (Just e)
periodAsDateSpan (PeriodAll) = DateSpan Nothing Nothing
-- | Convert DateSpans to Periods.
--
-- >>> dateSpanAsPeriod $ DateSpan (Just $ fromGregorian 2000 1 1) (Just $ fromGregorian 2000 2 1)
-- MonthPeriod 2000 1
dateSpanAsPeriod :: DateSpan -> Period
dateSpanAsPeriod (DateSpan (Just b) (Just e)) = simplifyPeriod $ PeriodBetween b e
dateSpanAsPeriod (DateSpan (Just b) Nothing) = PeriodFrom b
dateSpanAsPeriod (DateSpan Nothing (Just e)) = PeriodTo e
dateSpanAsPeriod (DateSpan Nothing Nothing) = PeriodAll
-- | Convert PeriodBetweens to a more abstract period where possible.
--
-- >>> simplifyPeriod $ PeriodBetween (fromGregorian 1 1 1) (fromGregorian 2 1 1)
-- YearPeriod 1
-- >>> simplifyPeriod $ PeriodBetween (fromGregorian 2000 10 1) (fromGregorian 2001 1 1)
-- QuarterPeriod 2000 4
-- >>> simplifyPeriod $ PeriodBetween (fromGregorian 2000 2 1) (fromGregorian 2000 3 1)
-- MonthPeriod 2000 2
-- >>> simplifyPeriod $ PeriodBetween (fromGregorian 2016 7 25) (fromGregorian 2016 8 1)
-- WeekPeriod 2016-07-25
-- >>> simplifyPeriod $ PeriodBetween (fromGregorian 2000 1 1) (fromGregorian 2000 1 2)
-- DayPeriod 2000-01-01
-- >>> simplifyPeriod $ PeriodBetween (fromGregorian 2000 2 28) (fromGregorian 2000 3 1)
-- PeriodBetween 2000-02-28 2000-03-01
-- >>> simplifyPeriod $ PeriodBetween (fromGregorian 2000 2 29) (fromGregorian 2000 3 1)
-- DayPeriod 2000-02-29
-- >>> simplifyPeriod $ PeriodBetween (fromGregorian 2000 12 31) (fromGregorian 2001 1 1)
-- DayPeriod 2000-12-31
--
simplifyPeriod :: Period -> Period
simplifyPeriod (PeriodBetween b e) =
case (toGregorian b, toGregorian e) of
-- a year
((by,1,1), (ey,1,1)) | by+1==ey -> YearPeriod by
-- a half-year
-- ((by,1,1), (ey,7,1)) | by==ey ->
-- ((by,7,1), (ey,1,1)) | by+1==ey ->
-- a quarter
((by,1,1), (ey,4,1)) | by==ey -> QuarterPeriod by 1
((by,4,1), (ey,7,1)) | by==ey -> QuarterPeriod by 2
((by,7,1), (ey,10,1)) | by==ey -> QuarterPeriod by 3
((by,10,1), (ey,1,1)) | by+1==ey -> QuarterPeriod by 4
-- a month
((by,bm,1), (ey,em,1)) | by==ey && bm+1==em -> MonthPeriod by bm
((by,12,1), (ey,1,1)) | by+1==ey -> MonthPeriod by 12
-- a week (two successive mondays),
-- YYYYwN ("week N of year YYYY")
-- _ | let ((by,bw,bd), (ey,ew,ed)) = (toWeekDate from, toWeekDate to) in by==ey && fw+1==tw && bd==1 && ed==1 ->
-- a week starting on a monday
_ | let ((by,bw,bd), (ey,ew,ed)) = (toWeekDate b, toWeekDate (addDays (-1) e))
in by==ey && bw==ew && bd==1 && ed==7 -> WeekPeriod b
-- a day
((by,bm,bd), (ey,em,ed)) |
(by==ey && bm==em && bd+1==ed) ||
(by+1==ey && bm==12 && em==1 && bd==31 && ed==1) || -- crossing a year boundary
(by==ey && bm+1==em && isLastDayOfMonth by bm bd && ed==1) -- crossing a month boundary
-> DayPeriod b
_ -> PeriodBetween b e
simplifyPeriod p = p
isLastDayOfMonth y m d =
case m of
1 -> d==31
2 | isLeapYear y -> d==29
| otherwise -> d==28
3 -> d==31
4 -> d==30
5 -> d==31
6 -> d==30
7 -> d==31
8 -> d==31
9 -> d==30
10 -> d==31
11 -> d==30
12 -> d==31
_ -> False
-- | Is this period a "standard" period, referencing a particular day, week, month, quarter, or year ?
-- Periods of other durations, or infinite duration, or not starting on a standard period boundary, are not.
isStandardPeriod = isStandardPeriod' . simplifyPeriod
where
isStandardPeriod' (DayPeriod _) = True
isStandardPeriod' (WeekPeriod _) = True
isStandardPeriod' (MonthPeriod _ _) = True
isStandardPeriod' (QuarterPeriod _ _) = True
isStandardPeriod' (YearPeriod _) = True
isStandardPeriod' _ = False
-- | Render a period as a compact display string suitable for user output.
--
-- >>> showPeriod (WeekPeriod (fromGregorian 2016 7 25))
-- "2016-07-25W30"
showPeriod :: Period -> Text
showPeriod (DayPeriod b) = T.pack $ formatTime defaultTimeLocale "%F" b -- DATE
showPeriod (WeekPeriod b) = T.pack $ formatTime defaultTimeLocale "%FW%V" b -- STARTDATEWYEARWEEK
showPeriod (MonthPeriod y m) = T.pack $ printf "%04d-%02d" y m -- YYYY-MM
showPeriod (QuarterPeriod y q) = T.pack $ printf "%04dQ%d" y q -- YYYYQN
showPeriod (YearPeriod y) = T.pack $ printf "%04d" y -- YYYY
showPeriod (PeriodBetween b e) = T.pack $ formatTime defaultTimeLocale "%F" b
++ formatTime defaultTimeLocale "..%F" (addDays (-1) e) -- STARTDATE..INCLUSIVEENDDATE
showPeriod (PeriodFrom b) = T.pack $ formatTime defaultTimeLocale "%F.." b -- STARTDATE..
showPeriod (PeriodTo e) = T.pack $ formatTime defaultTimeLocale "..%F" (addDays (-1) e) -- ..INCLUSIVEENDDATE
showPeriod PeriodAll = ".."
-- | Like showPeriod, but if it's a month period show just
-- the 3 letter month name abbreviation for the current locale.
showPeriodMonthAbbrev :: Period -> Text
showPeriodMonthAbbrev (MonthPeriod _ m) -- Jan
| m > 0 && m <= length monthnames = T.pack . snd $ monthnames !! (m-1)
where monthnames = months defaultTimeLocale
showPeriodMonthAbbrev p = showPeriod p
periodStart :: Period -> Maybe Day
periodStart p = mb
where
DateSpan mb _ = periodAsDateSpan p
periodEnd :: Period -> Maybe Day
periodEnd p = me
where
DateSpan _ me = periodAsDateSpan p
-- | Move a standard period to the following period of same duration.
-- Non-standard periods are unaffected.
periodNext :: Period -> Period
periodNext (DayPeriod b) = DayPeriod (addDays 1 b)
periodNext (WeekPeriod b) = WeekPeriod (addDays 7 b)
periodNext (MonthPeriod y 12) = MonthPeriod (y+1) 1
periodNext (MonthPeriod y m) = MonthPeriod y (m+1)
periodNext (QuarterPeriod y 4) = QuarterPeriod (y+1) 1
periodNext (QuarterPeriod y q) = QuarterPeriod y (q+1)
periodNext (YearPeriod y) = YearPeriod (y+1)
periodNext p = p
-- | Move a standard period to the preceding period of same duration.
-- Non-standard periods are unaffected.
periodPrevious :: Period -> Period
periodPrevious (DayPeriod b) = DayPeriod (addDays (-1) b)
periodPrevious (WeekPeriod b) = WeekPeriod (addDays (-7) b)
periodPrevious (MonthPeriod y 1) = MonthPeriod (y-1) 12
periodPrevious (MonthPeriod y m) = MonthPeriod y (m-1)
periodPrevious (QuarterPeriod y 1) = QuarterPeriod (y-1) 4
periodPrevious (QuarterPeriod y q) = QuarterPeriod y (q-1)
periodPrevious (YearPeriod y) = YearPeriod (y-1)
periodPrevious p = p
-- | Move a standard period to the following period of same duration, staying within enclosing dates.
-- Non-standard periods are unaffected.
periodNextIn :: DateSpan -> Period -> Period
periodNextIn (DateSpan _ (Just e)) p =
case mb of
Just b -> if b < e then p' else p
_ -> p
where
p' = periodNext p
mb = periodStart p'
periodNextIn _ p = periodNext p
-- | Move a standard period to the preceding period of same duration, staying within enclosing dates.
-- Non-standard periods are unaffected.
periodPreviousIn :: DateSpan -> Period -> Period
periodPreviousIn (DateSpan (Just b) _) p =
case me of
Just e -> if e > b then p' else p
_ -> p
where
p' = periodPrevious p
me = periodEnd p'
periodPreviousIn _ p = periodPrevious p
-- | Move a standard period stepwise so that it encloses the given date.
-- Non-standard periods are unaffected.
periodMoveTo :: Day -> Period -> Period
periodMoveTo d (DayPeriod _) = DayPeriod d
periodMoveTo d (WeekPeriod _) = WeekPeriod $ mondayBefore d
periodMoveTo d (MonthPeriod _ _) = MonthPeriod y m where (y,m,_) = toGregorian d
periodMoveTo d (QuarterPeriod _ _) = QuarterPeriod y q
where
(y,m,_) = toGregorian d
q = quarterContainingMonth m
periodMoveTo d (YearPeriod _) = YearPeriod y where (y,_,_) = toGregorian d
periodMoveTo _ p = p
-- | Enlarge a standard period to the next larger enclosing standard period, if there is one.
-- Eg, a day becomes the enclosing week.
-- A week becomes whichever month the week's thursday falls into.
-- A year becomes all (unlimited).
-- Non-standard periods (arbitrary dates, or open-ended) are unaffected.
periodGrow :: Period -> Period
periodGrow (DayPeriod b) = WeekPeriod $ mondayBefore b
periodGrow (WeekPeriod b) = MonthPeriod y m
where (y,m) = yearMonthContainingWeekStarting b
periodGrow (MonthPeriod y m) = QuarterPeriod y (quarterContainingMonth m)
periodGrow (QuarterPeriod y _) = YearPeriod y
periodGrow (YearPeriod _) = PeriodAll
periodGrow p = p
-- | Shrink a period to the next smaller standard period inside it,
-- choosing the subperiod which contains today's date if possible,
-- otherwise the first subperiod. It goes like this:
-- unbounded periods and nonstandard periods (between two arbitrary dates) ->
-- current year ->
-- current quarter if it's in selected year, otherwise first quarter of selected year ->
-- current month if it's in selected quarter, otherwise first month of selected quarter ->
-- current week if it's in selected month, otherwise first week of selected month ->
-- today if it's in selected week, otherwise first day of selected week,
-- unless that's in previous month, in which case first day of month containing selected week.
-- Shrinking a day has no effect.
periodShrink :: Day -> Period -> Period
periodShrink _ p@(DayPeriod _) = p
periodShrink today (WeekPeriod b)
| today >= b && diffDays today b < 7 = DayPeriod today
| m /= weekmonth = DayPeriod $ fromGregorian weekyear weekmonth 1
| otherwise = DayPeriod b
where
(_,m,_) = toGregorian b
(weekyear,weekmonth) = yearMonthContainingWeekStarting b
periodShrink today (MonthPeriod y m)
| (y',m') == (y,m) = WeekPeriod $ mondayBefore today
| otherwise = WeekPeriod $ startOfFirstWeekInMonth y m
where (y',m',_) = toGregorian today
periodShrink today (QuarterPeriod y q)
| quarterContainingMonth thismonth == q = MonthPeriod y thismonth
| otherwise = MonthPeriod y (firstMonthOfQuarter q)
where (_,thismonth,_) = toGregorian today
periodShrink today (YearPeriod y)
| y == thisyear = QuarterPeriod y thisquarter
| otherwise = QuarterPeriod y 1
where
(thisyear,thismonth,_) = toGregorian today
thisquarter = quarterContainingMonth thismonth
periodShrink today _ = YearPeriod y
where (y,_,_) = toGregorian today
mondayBefore d = addDays (1 - toInteger wd) d
where
(_,_,wd) = toWeekDate d
yearMonthContainingWeekStarting weekstart = (y,m)
where
thu = addDays 3 weekstart
(y,yd) = toOrdinalDate thu
(m,_) = dayOfYearToMonthAndDay (isLeapYear y) yd
quarterContainingMonth m = (m-1) `div` 3 + 1
firstMonthOfQuarter q = (q-1)*3 + 1
startOfFirstWeekInMonth y m
| monthstartday <= 4 = mon
| otherwise = addDays 7 mon -- month starts with a fri/sat/sun
where
monthstart = fromGregorian y m 1
mon = mondayBefore monthstart
(_,_,monthstartday) = toWeekDate monthstart