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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:
@
$1
£-50
EUR 3.44
GOOG 500
1.5h
90 apples
0
@
It may also have an 'AmountCost', representing this amount's per-unit
or total cost in a different commodity. If present, this is rendered like
so:
@
EUR 2 \@ $1.50 (unit cost)
EUR 2 \@\@ $3 (total cost)
@
A 'MixedAmount' is zero or more simple amounts, so can represent multiple
commodities; this is the type most often used:
@
0
$50 + EUR 3
16h + $13.55 + AAPL 500 + 6 oranges
@
A mixed amount is always \"normalised\", it has no more than one amount
in each commodity and cost. When calling 'amounts' it will have no zero
amounts, or just a single zero amount and no other amounts.
Limited arithmetic with simple and mixed amounts is supported, best used
with similar amounts since it mostly ignores costss and commodity exchange rates.
-}
{-# LANGUAGE CPP #-}
{-# LANGUAGE OverloadedStrings #-}
{-# LANGUAGE RecordWildCards #-}
{-# LANGUAGE NamedFieldPuns #-}
module Hledger.Data.Amount (
-- * Commodity
showCommoditySymbol,
isNonsimpleCommodityChar,
quoteCommoditySymbolIfNeeded,
-- * Amount
-- ** arithmetic
nullamt,
missingamt,
num,
usd,
eur,
gbp,
per,
hrs,
at,
(@@),
amountWithCommodity,
amountCost,
amountIsZero,
amountLooksZero,
divideAmount,
multiplyAmount,
invertAmount,
-- ** styles
amountstyle,
canonicaliseAmount,
styleAmount,
amountSetStyles,
amountStyleSetRounding,
amountStylesSetRounding,
amountUnstyled,
commodityStylesFromAmounts,
-- canonicalStyleFrom,
getAmounts,
-- ** rendering
AmountFormat(..),
defaultFmt,
fullZeroFmt,
noCostFmt,
oneLineFmt,
oneLineNoCostFmt,
machineFmt,
showAmount,
showAmountWith,
showAmountB,
showAmountCost,
showAmountCostB,
cshowAmount,
showAmountWithZeroCommodity,
showAmountDebug,
showAmountWithoutCost,
amountSetPrecision,
amountSetPrecisionMin,
amountSetPrecisionMax,
withPrecision,
amountSetFullPrecision,
amountSetFullPrecisionUpTo,
amountInternalPrecision,
amountDisplayPrecision,
defaultMaxPrecision,
setAmountInternalPrecision,
withInternalPrecision,
setAmountDecimalPoint,
withDecimalPoint,
amountStripCost,
-- * MixedAmount
nullmixedamt,
missingmixedamt,
isMissingMixedAmount,
mixed,
mixedAmount,
maAddAmount,
maAddAmounts,
amounts,
amountsRaw,
amountsPreservingZeros,
maCommodities,
filterMixedAmount,
filterMixedAmountByCommodity,
mapMixedAmount,
unifyMixedAmount,
mixedAmountStripCosts,
-- ** arithmetic
mixedAmountCost,
maNegate,
maPlus,
maMinus,
maSum,
divideMixedAmount,
multiplyMixedAmount,
averageMixedAmounts,
sumAndAverageMixedAmounts,
isNegativeAmount,
isNegativeMixedAmount,
mixedAmountIsZero,
maIsZero,
maIsNonZero,
mixedAmountLooksZero,
-- ** styles
canonicaliseMixedAmount,
styleMixedAmount,
mixedAmountSetStyles,
mixedAmountUnstyled,
-- ** rendering
showMixedAmount,
showMixedAmountWith,
showMixedAmountOneLine,
showMixedAmountDebug,
showMixedAmountWithoutCost,
showMixedAmountOneLineWithoutCost,
showMixedAmountElided,
showMixedAmountWithZeroCommodity,
showMixedAmountB,
showMixedAmountLinesB,
showMixedAmountLinesPartsB,
wbToText,
wbUnpack,
mixedAmountSetPrecision,
mixedAmountSetFullPrecision,
mixedAmountSetFullPrecisionUpTo,
mixedAmountSetPrecisionMin,
mixedAmountSetPrecisionMax,
-- * misc.
tests_Amount
) where
import Prelude hiding (Applicative(..))
import Control.Applicative (Applicative(..), (<|>))
import Control.Monad (foldM)
import Data.Char (isDigit)
import Data.Decimal (DecimalRaw(..), decimalPlaces, normalizeDecimal, roundTo)
import Data.Default (Default(..))
import Data.Foldable (toList)
import Data.List (find, intercalate, intersperse, mapAccumL, partition)
#if !MIN_VERSION_base(4,20,0)
import Data.List (foldl')
#endif
import Data.List.NonEmpty (NonEmpty(..), nonEmpty)
import qualified Data.Map.Strict as M
import qualified Data.Set as S
import Data.Maybe (fromMaybe, isNothing)
import Data.Semigroup (Semigroup(..))
import qualified Data.Text as T
import qualified Data.Text.Lazy.Builder as TB
import Data.Word (Word8)
import Safe (headDef, lastDef, lastMay)
import System.Console.ANSI (Color(..),ColorIntensity(..))
import Test.Tasty (testGroup)
import Test.Tasty.HUnit ((@?=), assertBool, testCase)
import Hledger.Data.Types
import Hledger.Utils (colorB, error', numDigitsInt, numDigitsInteger)
import Hledger.Utils.Text (textQuoteIfNeeded)
import Text.WideString (WideBuilder(..), wbFromText, wbToText, wbUnpack)
import Data.Functor ((<&>))
-- import Data.Function ((&))
-- import Hledger.Utils.Debug (dbg0)
-- A 'Commodity' is a symbol representing a currency or some other kind of
-- thing we are tracking, and some display preferences that tell how to
-- display 'Amount's of the commodity - is the symbol on the left or right,
-- are thousands separated by comma, significant decimal places and so on.
-- | Show space-containing commodity symbols quoted, as they are in a journal.
showCommoditySymbol :: T.Text -> T.Text
showCommoditySymbol = textQuoteIfNeeded
-- characters that may not be used in a non-quoted commodity symbol
isNonsimpleCommodityChar :: Char -> Bool
isNonsimpleCommodityChar = liftA2 (||) isDigit isOther
where
otherChars = "-+.@*;\t\n \"{}=" :: T.Text
isOther c = T.any (==c) otherChars
quoteCommoditySymbolIfNeeded :: T.Text -> T.Text
quoteCommoditySymbolIfNeeded s
| T.any isNonsimpleCommodityChar s = "\"" <> s <> "\""
| otherwise = s
-- | Formatting options available when displaying Amounts and MixedAmounts.
-- Similar to "AmountStyle" but lower level, not attached to amounts or commodities, and can override it in some ways.
-- See also hledger manual > "Amount formatting, parseability", which speaks of human, hledger, and machine output.
data AmountFormat = AmountFormat
{ displayCommodity :: Bool -- ^ Whether to display commodity symbols.
, displayZeroCommodity :: Bool -- ^ Whether to display commodity symbols for zero Amounts.
, displayCommodityOrder :: Maybe [CommoditySymbol]
-- ^ For a MixedAmount, an optional order in which to display the commodities.
-- Also, causes 0s to be generated for any commodities which are not present
-- (important for tabular reports).
, displayDigitGroups :: Bool -- ^ Whether to display digit group marks (eg thousands separators)
, displayForceDecimalMark :: Bool -- ^ Whether to add a trailing decimal mark when there are no decimal digits
-- and there are digit group marks, to disambiguate
, displayOneLine :: Bool -- ^ Whether to display on one line.
, displayMinWidth :: Maybe Int -- ^ Minimum width to pad to
, displayMaxWidth :: Maybe Int -- ^ Maximum width to clip to
, displayCost :: Bool -- ^ Whether to display Amounts' costs.
, displayColour :: Bool -- ^ Whether to ansi-colourise negative Amounts.
, displayQuotes :: Bool -- ^ Whether to enclose complex symbols in quotes (normally true)
} deriving (Show)
-- | By default, display amounts using @defaultFmt@ amount display options.
instance Default AmountFormat where def = defaultFmt
-- | Display amounts without colour, and with various other defaults.
defaultFmt :: AmountFormat
defaultFmt = AmountFormat {
displayCommodity = True
, displayZeroCommodity = False
, displayCommodityOrder = Nothing
, displayDigitGroups = True
, displayForceDecimalMark = False
, displayOneLine = False
, displayMinWidth = Just 0
, displayMaxWidth = Nothing
, displayCost = True
, displayColour = False
, displayQuotes = True
}
-- | Like defaultFmt but show zero amounts with commodity symbol and styling, like non-zero amounts.
fullZeroFmt :: AmountFormat
fullZeroFmt = defaultFmt{displayZeroCommodity=True}
-- | Like defaultFmt but don't show costs.
noCostFmt :: AmountFormat
noCostFmt = defaultFmt{displayCost=False}
-- | Like defaultFmt but display all amounts on one line.
oneLineFmt :: AmountFormat
oneLineFmt = defaultFmt{displayOneLine=True}
-- | Like noCostFmt but display all amounts on one line.
oneLineNoCostFmt :: AmountFormat
oneLineNoCostFmt = noCostFmt{displayOneLine=True}
-- | A (slightly more) machine-readable amount format; like oneLineNoCostFmt but don't show digit group marks.
machineFmt :: AmountFormat
machineFmt = oneLineNoCostFmt{displayDigitGroups=False}
-------------------------------------------------------------------------------
-- Amount arithmetic
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}
negate = transformAmount negate
(+) = similarAmountsOp (+)
(-) = similarAmountsOp (-)
(*) = similarAmountsOp (*)
-- | The empty simple amount - a zero with no commodity symbol or cost
-- and the default amount display style.
nullamt :: Amount
nullamt = Amount{acommodity="", aquantity=0, acost=Nothing, astyle=amountstyle}
-- | A special amount used as a marker, meaning
-- "no explicit amount provided here, infer it when needed".
-- It is nullamt with commodity symbol "AUTO".
missingamt :: Amount
missingamt = nullamt{acommodity="AUTO"}
-- Handy amount constructors for tests.
-- usd/eur/gbp round their argument to a whole number of pennies/cents.
-- XXX these are a bit clashy
num n = nullamt{acommodity="", aquantity=n}
hrs n = nullamt{acommodity="h", aquantity=n, astyle=amountstyle{asprecision=Precision 2, ascommodityside=R}}
usd n = nullamt{acommodity="$", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=Precision 2}}
eur n = nullamt{acommodity="€", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=Precision 2}}
gbp n = nullamt{acommodity="£", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=Precision 2}}
per n = nullamt{acommodity="%", aquantity=n, astyle=amountstyle{asprecision=Precision 1, ascommodityside=R, ascommodityspaced=True}}
amt `at` costamt = amt{acost=Just $ UnitCost costamt}
amt @@ costamt = amt{acost=Just $ TotalCost costamt}
-- | 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.
-- Costs are ignored and discarded.
-- 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)
nullamt{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"
-- | Convert an amount to the specified commodity, ignoring and discarding
-- any costs and assuming an exchange rate of 1.
amountWithCommodity :: CommoditySymbol -> Amount -> Amount
amountWithCommodity c a = a{acommodity=c, acost=Nothing}
-- | Convert a amount to its total cost in another commodity,
-- using its attached cost amount if it has one. Notes:
--
-- - cost amounts must be MixedAmounts with exactly one component Amount
-- (or there will be a runtime error XXX)
--
-- - cost amounts should be positive in the Journal
-- (though this is currently not enforced)
--
amountCost :: Amount -> Amount
amountCost a@Amount{aquantity=q, acost=mp} =
case mp of
Nothing -> a
Just (UnitCost p@Amount{aquantity=pq}) -> p{aquantity=pq * q}
Just (TotalCost p@Amount{aquantity=pq}) -> p{aquantity=pq}
-- | Strip all costs from an Amount
amountStripCost :: Amount -> Amount
amountStripCost a = a{acost=Nothing}
-- | Apply a function to an amount's quantity (and its total cost, if it has one).
transformAmount :: (Quantity -> Quantity) -> Amount -> Amount
transformAmount f a@Amount{aquantity=q,acost=p} = a{aquantity=f q, acost=f' <$> p}
where
f' (TotalCost a1@Amount{aquantity=pq}) = TotalCost a1{aquantity = f pq}
f' p' = p'
-- | Divide an amount's quantity (and total cost, if any) by some number.
divideAmount :: Quantity -> Amount -> Amount
divideAmount n = transformAmount (/n)
-- | Multiply an amount's quantity (and its total cost, if it has one) by a constant.
multiplyAmount :: Quantity -> Amount -> Amount
multiplyAmount n = transformAmount (*n)
-- | Invert an amount (replace its quantity q with 1/q).
-- (Its cost if any is not changed, currently.)
invertAmount :: Amount -> Amount
invertAmount a@Amount{aquantity=q} = a{aquantity=1/q}
-- | Is this amount negative ? The cost is ignored.
isNegativeAmount :: Amount -> Bool
isNegativeAmount Amount{aquantity=q} = q < 0
-- | Round an Amount's Quantity (internally) to match its display precision.
-- If that is unset or NaturalPrecision, this does nothing.
amountRoundedQuantity :: Amount -> Quantity
amountRoundedQuantity Amount{aquantity=q, astyle=AmountStyle{asprecision=mp}} = case mp of
NaturalPrecision -> q
Precision p -> roundTo p q
-- | Apply a test to both an Amount and its total cost, if it has one.
testAmountAndTotalCost :: (Amount -> Bool) -> Amount -> Bool
testAmountAndTotalCost f amt = case acost amt of
Just (TotalCost cost) -> f amt && f cost
_ -> f amt
-- | Do this Amount and (and its total cost, if it has one) appear to be zero
-- when rendered with its display precision ?
-- The display precision should usually have a specific value here;
-- if unset, it will be treated like NaturalPrecision.
amountLooksZero :: Amount -> Bool
amountLooksZero = testAmountAndTotalCost looksZero
where
looksZero Amount{aquantity=Decimal e q, astyle=AmountStyle{asprecision=p}} = case p of
Precision d -> if e > d then abs q <= 5*10^(e-d-1) else q == 0
NaturalPrecision -> q == 0
-- | Is this Amount (and its total cost, if it has one) exactly zero, ignoring its display precision ?
amountIsZero :: Amount -> Bool
amountIsZero = testAmountAndTotalCost (\Amount{aquantity=Decimal _ q} -> q == 0)
-- | Does this amount's internal Decimal representation have the
-- maximum number of digits, suggesting that it probably is
-- representing an infinite decimal ?
amountHasMaxDigits :: Amount -> Bool
amountHasMaxDigits = (>= 255) . numDigitsInteger . decimalMantissa . aquantity
-- XXX this seems not always right. Eg:
-- ghci> let n = 100 / (3.0 :: Decimal)
-- decimalPlaces n
-- 255
-- numDigitsInteger $ decimalMantissa n
-- 257
-- | Set an amount's display precision, flipped.
withPrecision :: Amount -> AmountPrecision -> Amount
withPrecision = flip amountSetPrecision
-- | Set an amount's display precision.
amountSetPrecision :: AmountPrecision -> Amount -> Amount
amountSetPrecision p a@Amount{astyle=s} = a{astyle=s{asprecision=p}}
-- | Ensure an amount's display precision is at least the given minimum precision.
-- Always sets an explicit Precision.
amountSetPrecisionMin :: Word8 -> Amount -> Amount
amountSetPrecisionMin minp a = amountSetPrecision p a
where p = Precision $ max minp (amountDisplayPrecision a)
-- | Ensure an amount's display precision is at most the given maximum precision.
-- Always sets an explicit Precision.
amountSetPrecisionMax :: Word8 -> Amount -> Amount
amountSetPrecisionMax maxp a = amountSetPrecision p a
where p = Precision $ min maxp (amountDisplayPrecision a)
-- | Increase an amount's display precision, if needed, to enough decimal places
-- to show it exactly (showing all significant decimal digits, without trailing zeros).
-- If the amount's display precision is unset, it will be treated as precision 0.
amountSetFullPrecision :: Amount -> Amount
amountSetFullPrecision a = amountSetPrecision p a
where
p = max displayprecision naturalprecision
displayprecision = asprecision $ astyle a
naturalprecision = Precision $ amountInternalPrecision a
-- XXX Is that last sentence correct ?
-- max (Precision n) NaturalPrecision is NaturalPrecision.
-- Would this work instead ?
-- amountSetFullPrecision a = amountSetPrecision (Precision p) a
-- where p = max (amountDisplayPrecision a) (amountInternalPrecision a)
-- | We often want to display "infinite decimal" amounts rounded to some readable
-- number of digits, while still displaying amounts with a large but "non infinite"
-- number of decimal digits (eg 10 or 100 or 200 digits) in full.
-- This helper is like amountSetFullPrecision, but with some refinements:
--
-- 1. A maximum display precision can be specified, setting a hard upper limit.
--
-- 2. If no limit is specified, and the internal precision is the maximum (255),
-- indicating an infinite decimal, display precision is set to a smaller default (8).
--
-- This function always sets an explicit display precision (ie, Precision n).
--
amountSetFullPrecisionUpTo :: Maybe Word8 -> Amount -> Amount
amountSetFullPrecisionUpTo mmaxp a = amountSetPrecision (Precision p) a
where
p = case mmaxp of
Just maxp -> min maxp $ max disp intp
Nothing -> if amountHasMaxDigits a then defaultMaxPrecision else max disp intp
where
disp = amountDisplayPrecision a
intp = amountInternalPrecision a
-- | The fallback display precision used when showing amounts
-- representing an infinite decimal.
defaultMaxPrecision :: Word8
defaultMaxPrecision = 8
-- | How many internal decimal digits are stored for this amount ?
amountInternalPrecision :: Amount -> Word8
amountInternalPrecision = decimalPlaces . normalizeDecimal . aquantity
-- | How many decimal digits will be displayed for this amount ?
amountDisplayPrecision :: Amount -> Word8
amountDisplayPrecision a =
case asprecision $ astyle a of
Precision n -> n
NaturalPrecision -> amountInternalPrecision a
-- | Set an amount's internal decimal precision as well as its display precision.
-- This rounds or pads its Decimal quantity to the specified 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)".
setAmountInternalPrecision :: Word8 -> Amount -> Amount
setAmountInternalPrecision p a@Amount{ aquantity=q, astyle=s } = a{
aquantity=roundTo p q
,astyle=s{asprecision=Precision p}
}
-- | setAmountInternalPrecision with arguments flipped.
withInternalPrecision :: Amount -> Word8 -> Amount
withInternalPrecision = flip setAmountInternalPrecision
-- Amount display styles
-- v1
{-# DEPRECATED canonicaliseAmount "please use styleAmounts instead" #-}
canonicaliseAmount :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount
canonicaliseAmount = styleAmounts
-- v2
{-# DEPRECATED styleAmount "please use styleAmounts instead" #-}
styleAmount :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount
styleAmount = styleAmounts
-- v3
{-# DEPRECATED amountSetStyles "please use styleAmounts instead" #-}
amountSetStyles :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount
amountSetStyles = styleAmounts
-- v4
instance HasAmounts Amount where
-- | Given some commodity display styles, find and apply the appropriate one to this amount,
-- and its cost amount if any (and stop; we assume costs don't have costs).
-- Display precision will be applied (or not) as specified by the style's rounding strategy,
-- except that costs' precision is never changed (costs are often recorded inexactly,
-- so we don't want to imply greater precision than they were recorded with).
-- If no style is found for an amount, it is left unchanged.
styleAmounts styles a@Amount{aquantity=qty, acommodity=comm, astyle=oldstyle, acost=mcost0} =
a{astyle=newstyle, acost=mcost1}
where
newstyle = mknewstyle False qty oldstyle comm
mcost1 = case mcost0 of
Nothing -> Nothing
Just (UnitCost ca@Amount{aquantity=cq, astyle=cs, acommodity=ccomm}) -> Just $ UnitCost ca{astyle=mknewstyle True cq cs ccomm}
Just (TotalCost ca@Amount{aquantity=cq, astyle=cs, acommodity=ccomm}) -> Just $ TotalCost ca{astyle=mknewstyle True cq cs ccomm}
mknewstyle :: Bool -> Quantity -> AmountStyle -> CommoditySymbol -> AmountStyle
mknewstyle iscost oldq olds com =
case M.lookup com styles of
Just s ->
-- dbg0 "new style" $
amountStyleApplyWithRounding iscost oldq
(
-- dbg0 "applying style"
s)
(
-- dbg0 "old style"
olds)
Nothing -> olds
-- | Get an amount and its attached cost amount if any. Returns one or two amounts.
getAmounts :: Amount -> [Amount]
getAmounts a@Amount{acost} = a : case acost of
Nothing -> []
Just (UnitCost c) -> [c]
Just (TotalCost c) -> [c]
-- AmountStyle helpers
-- | Replace one AmountStyle with another, but don't just replace the display precision;
-- update that in one of several ways as selected by the new style's "rounding strategy":
--
-- NoRounding - keep the precision unchanged
--
-- SoftRounding -
--
-- if either precision is NaturalPrecision, use NaturalPrecision;
--
-- if the new precision is greater than the old, use the new (adds decimal zeros);
--
-- if the new precision is less than the old, use as close to the new as we can get
-- without dropping (more) non-zero digits (drops decimal zeros).
--
-- for a cost amount, keep the precision unchanged
--
-- HardRounding -
--
-- for a posting amount, use the new precision (may truncate significant digits);
--
-- for a cost amount, keep the precision unchanged
--
-- AllRounding -
--
-- for both posting and cost amounts, do hard rounding.
--
-- Arguments:
--
-- whether this style is for a posting amount or a cost amount,
--
-- the amount's decimal quantity (for inspecting its internal representation),
--
-- the new style,
--
-- the old style.
--
amountStyleApplyWithRounding :: Bool -> Quantity -> AmountStyle -> AmountStyle -> AmountStyle
amountStyleApplyWithRounding iscost q news@AmountStyle{asprecision=newp, asrounding=newr} AmountStyle{asprecision=oldp} =
case newr of
NoRounding -> news{asprecision=oldp}
SoftRounding -> news{asprecision=if iscost then oldp else newp'}
where
newp' = case (newp, oldp) of
(Precision new, Precision old) ->
if new >= old
then Precision new
else Precision $ max (min old internal) new
where internal = decimalPlaces $ normalizeDecimal q
_ -> NaturalPrecision
HardRounding -> news{asprecision=if iscost then oldp else newp}
AllRounding -> news
-- | Set this amount style's rounding strategy when it is being applied to amounts.
amountStyleSetRounding :: Rounding -> AmountStyle -> AmountStyle
amountStyleSetRounding r as = as{asrounding=r}
-- | Set these amount styles' rounding strategy when they are being applied to amounts.
amountStylesSetRounding :: Rounding -> M.Map CommoditySymbol AmountStyle -> M.Map CommoditySymbol AmountStyle
amountStylesSetRounding r = M.map (amountStyleSetRounding r)
-- | Default amount style
amountstyle = AmountStyle L False Nothing (Just '.') (Precision 0) NoRounding
-- | Reset this amount's display style to the default.
amountUnstyled :: Amount -> Amount
amountUnstyled a = a{astyle=amountstyle}
-- | Given a list of amounts, in parse order (roughly speaking; see journalStyleInfluencingAmounts),
-- build a map from their commodity names to standard commodity
-- display formats. Can return an error message eg if inconsistent
-- number formats are found.
--
-- Though, these amounts may have come from multiple files, so we
-- shouldn't assume they use consistent number formats.
-- Currently we don't enforce that even within a single file,
-- and this function never reports an error.
commodityStylesFromAmounts :: [Amount] -> Either String (M.Map CommoditySymbol AmountStyle)
commodityStylesFromAmounts =
Right . foldr (\a -> M.insertWith canonicalStyle (acommodity a) (astyle a)) mempty
-- -- | Given a list of amount styles (assumed to be from parsed amounts
-- -- in a single commodity), in parse order, choose a canonical style.
-- canonicalStyleFrom :: [AmountStyle] -> AmountStyle
-- canonicalStyleFrom = foldl' canonicalStyle amountstyle
-- TODO: should probably detect and report inconsistencies here.
-- Though, we don't have the info for a good error message, so maybe elsewhere.
-- | Given a pair of AmountStyles, choose a canonical style.
-- This is:
-- the general style of the first amount,
-- with the first digit group style seen,
-- with the maximum precision of all.
canonicalStyle :: AmountStyle -> AmountStyle -> AmountStyle
canonicalStyle a b = a{asprecision = prec, asdecimalmark = decmark, asdigitgroups = mgrps}
where
-- precision is maximum of all precisions
prec = max (asprecision a) (asprecision b)
-- identify the digit group mark (& group sizes)
mgrps = asdigitgroups a <|> asdigitgroups b
-- if a digit group mark was identified above, we can rely on that;
-- make sure the decimal mark is different. If not, default to period.
defdecmark = case mgrps of
Just (DigitGroups '.' _) -> ','
_ -> '.'
-- identify the decimal mark: the first one used, or the above default,
-- but never the same character as the digit group mark.
-- urgh.. refactor..
decmark = case mgrps of
Just _ -> Just defdecmark
Nothing -> asdecimalmark a <|> asdecimalmark b <|> Just defdecmark
-- | Set (or clear) an amount's display decimal point.
setAmountDecimalPoint :: Maybe Char -> Amount -> Amount
setAmountDecimalPoint mc a@Amount{ astyle=s } = a{ astyle=s{asdecimalmark=mc} }
-- | Set (or clear) an amount's display decimal point, flipped.
withDecimalPoint :: Amount -> Maybe Char -> Amount
withDecimalPoint = flip setAmountDecimalPoint
-- Amount rendering
-- | Render an amount using its display style and the default amount format.
-- Zero-equivalent amounts are shown as just \"0\".
-- The special "missing" amount is shown as the empty string.
showAmount :: Amount -> String
showAmount = wbUnpack . showAmountB defaultFmt
-- | Like showAmount but uses the given amount format.
showAmountWith :: AmountFormat -> Amount -> String
showAmountWith fmt = wbUnpack . showAmountB fmt
-- | Render an amount using its display style and the given amount format, as a builder for efficiency.
-- (This can be converted to a Text with wbToText or to a String with wbUnpack).
-- The special "missing" amount is displayed as the empty string.
showAmountB :: AmountFormat -> Amount -> WideBuilder
showAmountB _ Amount{acommodity="AUTO"} = mempty
showAmountB
afmt@AmountFormat{displayCommodity, displayZeroCommodity, displayDigitGroups
,displayForceDecimalMark, displayCost, displayColour, displayQuotes}
a@Amount{astyle=style} =
color $ case ascommodityside style of
L -> (if displayCommodity then wbFromText comm <> space else mempty) <> quantity' <> cost
R -> quantity' <> (if displayCommodity then space <> wbFromText comm else mempty) <> cost
where
color = if displayColour && isNegativeAmount a then colorB Dull Red else id
quantity = showAmountQuantity displayForceDecimalMark $
if displayDigitGroups then a else a{astyle=(astyle a){asdigitgroups=Nothing}}
(quantity', comm)
| amountLooksZero a && not displayZeroCommodity = (WideBuilder (TB.singleton '0') 1, "")
| otherwise = (quantity, (if displayQuotes then quoteCommoditySymbolIfNeeded else id) $ acommodity a)
space = if not (T.null comm) && ascommodityspaced style then WideBuilder (TB.singleton ' ') 1 else mempty
cost = if displayCost then showAmountCostB afmt a else mempty
-- Show an amount's cost as @ UNITCOST or @@ TOTALCOST, plus a leading space, or "" if there's no cost.
showAmountCost :: Amount -> String
showAmountCost = wbUnpack . showAmountCostB defaultFmt
-- showAmountCost, efficient builder version.
showAmountCostB :: AmountFormat -> Amount -> WideBuilder
showAmountCostB afmt amt = case acost amt of
Nothing -> mempty
Just (UnitCost pa) -> WideBuilder (TB.fromString " @ ") 3 <> showAmountB afmt pa
Just (TotalCost pa) -> WideBuilder (TB.fromString " @@ ") 4 <> showAmountB afmt (sign pa)
where sign = if aquantity amt < 0 then negate else id
showAmountCostDebug :: Maybe AmountCost -> String
showAmountCostDebug Nothing = ""
showAmountCostDebug (Just (UnitCost pa)) = "@ " ++ showAmountDebug pa
showAmountCostDebug (Just (TotalCost pa)) = "@@ " ++ showAmountDebug pa
-- | Colour version. For a negative amount, adds ANSI codes to change the colour,
-- currently to hard-coded red.
--
-- > cshowAmount = wbUnpack . showAmountB def{displayColour=True}
cshowAmount :: Amount -> String
cshowAmount = wbUnpack . showAmountB def{displayColour=True}
-- | Get the string representation of an amount, without any \@ cost.
--
-- > showAmountWithoutCost = wbUnpack . showAmountB noCostFmt
showAmountWithoutCost :: Amount -> String
showAmountWithoutCost = wbUnpack . showAmountB noCostFmt
-- | Like showAmount, but show a zero amount's commodity if it has one.
--
-- > showAmountWithZeroCommodity = wbUnpack . showAmountB defaultFmt{displayZeryCommodity=True}
showAmountWithZeroCommodity :: Amount -> String
showAmountWithZeroCommodity = wbUnpack . showAmountB defaultFmt{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{..} =
"Amount {acommodity=" ++ show acommodity ++ ", aquantity=" ++ show aquantity
++ ", acost=" ++ showAmountCostDebug acost ++ ", astyle=" ++ 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.
-- With a true first argument, if there are no decimal digits but there are digit group separators,
-- it shows the amount with a trailing decimal mark to help disambiguate it for parsing.
showAmountQuantity :: Bool -> Amount -> WideBuilder
showAmountQuantity disambiguate amt@Amount{astyle=AmountStyle{asdecimalmark=mdec, asdigitgroups=mgrps}} =
signB <> intB <> fracB
where
Decimal decplaces mantissa = amountRoundedQuantity amt
numtxt = T.pack . show $ abs mantissa
numlen = T.length numtxt
intLen = max 1 $ numlen - fromIntegral decplaces
dec = fromMaybe '.' mdec
numtxtwithzero = T.replicate (fromIntegral decplaces + 1 - numlen) "0" <> numtxt
(intPart, fracPart) = T.splitAt intLen numtxtwithzero
intB = applyDigitGroupStyle mgrps intLen $ if decplaces == 0 then numtxt else intPart
signB = if mantissa < 0 then WideBuilder (TB.singleton '-') 1 else mempty
fracB = if decplaces > 0 || (isshowingdigitgroupseparator && disambiguate)
then WideBuilder (TB.singleton dec <> TB.fromText fracPart) (1 + fromIntegral decplaces)
else mempty
where
isshowingdigitgroupseparator = case mgrps of
Just (DigitGroups _ (rightmostgrplen:_)) -> intLen > fromIntegral rightmostgrplen
_ -> False
-- | Given an integer as text, and its length, apply the given DigitGroupStyle,
-- inserting digit group separators between digit groups where appropriate.
-- Returns a Text builder and the number of digit group 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 (g0:gs0))) l0 s0 = addseps (g0:|gs0) (toInteger l0) s0
where
addseps (g1:|gs1) l1 s1
| l2 > 0 = addseps gs2 l2 rest <> WideBuilder (TB.singleton c <> TB.fromText part) (fromIntegral g1 + 1)
| otherwise = WideBuilder (TB.fromText s1) (fromInteger l1)
where
(rest, part) = T.splitAt (fromInteger l2) s1
gs2 = fromMaybe (g1:|[]) $ nonEmpty gs1
l2 = l1 - toInteger g1
-------------------------------------------------------------------------------
-- MixedAmount
instance Semigroup MixedAmount where
(<>) = maPlus
sconcat = maSum
stimes n = multiplyMixedAmount (fromIntegral n)
instance Monoid MixedAmount where
mempty = nullmixedamt
mconcat = maSum
instance Num MixedAmount where
fromInteger = mixedAmount . fromInteger
negate = maNegate
(+) = maPlus
(*) = error' "error, mixed amounts do not support multiplication" -- PARTIAL:
abs = mapMixedAmount (\amt -> amt { aquantity = abs (aquantity amt)})
signum = error' "error, mixed amounts do not support signum"
-- | Calculate the key used to store an Amount within a MixedAmount.
amountKey :: Amount -> MixedAmountKey
amountKey amt@Amount{acommodity=c} = case acost amt of
Nothing -> MixedAmountKeyNoCost c
Just (TotalCost p) -> MixedAmountKeyTotalCost c (acommodity p)
Just (UnitCost p) -> MixedAmountKeyUnitCost c (acommodity p) (aquantity p)
-- | The empty mixed amount.
nullmixedamt :: MixedAmount
nullmixedamt = Mixed mempty
-- | A special mixed amount used as a marker, meaning
-- "no explicit amount provided here, infer it when needed".
missingmixedamt :: MixedAmount
missingmixedamt = mixedAmount missingamt
-- | Does this MixedAmount include the "missing amount" marker ?
-- Note: currently does not test for equality with missingmixedamt,
-- instead it looks for missingamt among the Amounts.
-- missingamt should always be alone, but detect it even if not.
isMissingMixedAmount :: MixedAmount -> Bool
isMissingMixedAmount (Mixed ma) = amountKey missingamt `M.member` ma
-- | Convert amounts in various commodities into a mixed amount.
mixed :: Foldable t => t Amount -> MixedAmount
mixed = maAddAmounts nullmixedamt
-- | Create a MixedAmount from a single Amount.
mixedAmount :: Amount -> MixedAmount
mixedAmount a = Mixed $ M.singleton (amountKey a) a
-- | Add an Amount to a MixedAmount, normalising the result.
-- Amounts with different costs are kept separate.
maAddAmount :: MixedAmount -> Amount -> MixedAmount
maAddAmount (Mixed ma) a = Mixed $ M.insertWith sumSimilarAmountsUsingFirstCost (amountKey a) a ma
-- | Add a collection of Amounts to a MixedAmount, normalising the result.
-- Amounts with different costs are kept separate.
maAddAmounts :: Foldable t => MixedAmount -> t Amount -> MixedAmount
maAddAmounts = foldl' maAddAmount
-- | Negate mixed amount's quantities (and total costs, if any).
maNegate :: MixedAmount -> MixedAmount
maNegate = transformMixedAmount negate
-- | Sum two MixedAmount, keeping the cost of the first if any.
-- Amounts with different costs are kept separate (since 2021).
maPlus :: MixedAmount -> MixedAmount -> MixedAmount
maPlus (Mixed as) (Mixed bs) = Mixed $ M.unionWith sumSimilarAmountsUsingFirstCost as bs
-- | Subtract a MixedAmount from another.
-- Amounts with different costs are kept separate.
maMinus :: MixedAmount -> MixedAmount -> MixedAmount
maMinus a = maPlus a . maNegate
-- | Sum a collection of MixedAmounts.
-- Amounts with different costs are kept separate.
maSum :: Foldable t => t MixedAmount -> MixedAmount
maSum = foldl' maPlus nullmixedamt
-- | Divide a mixed amount's quantities (and total costs, if any) by a constant.
divideMixedAmount :: Quantity -> MixedAmount -> MixedAmount
divideMixedAmount n = transformMixedAmount (/n)
-- | Multiply a mixed amount's quantities (and total costs, if any) by a constant.
multiplyMixedAmount :: Quantity -> MixedAmount -> MixedAmount
multiplyMixedAmount n = transformMixedAmount (*n)
-- | Apply a function to a mixed amount's quantities (and its total costs, if it has any).
transformMixedAmount :: (Quantity -> Quantity) -> MixedAmount -> MixedAmount
transformMixedAmount f = mapMixedAmountUnsafe (transformAmount f)
-- | Calculate the average of some mixed amounts.
averageMixedAmounts :: Foldable f => f MixedAmount -> MixedAmount
averageMixedAmounts = snd . sumAndAverageMixedAmounts
-- | Calculate the sum and average of some mixed amounts.
sumAndAverageMixedAmounts :: Foldable f => f MixedAmount -> (MixedAmount, MixedAmount)
sumAndAverageMixedAmounts amts = (total, fromIntegral nAmts `divideMixedAmount` total)
where
(nAmts, total) = foldl' (\(n, a) b -> (n + 1, maPlus a b)) (0 :: Int, nullmixedamt) amts
-- | Is this mixed amount negative, if we can tell that unambiguously?
-- Ie when normalised, are all individual commodity amounts negative ?
isNegativeMixedAmount :: MixedAmount -> Maybe Bool
isNegativeMixedAmount m =
case amounts $ mixedAmountStripCosts 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?
-- See amountLooksZero.
mixedAmountLooksZero :: MixedAmount -> Bool
mixedAmountLooksZero (Mixed ma) = all amountLooksZero ma
-- | Is this mixed amount exactly zero, ignoring its display precision?
-- See amountIsZero.
mixedAmountIsZero :: MixedAmount -> Bool
mixedAmountIsZero (Mixed ma) = all amountIsZero ma
-- | Is this mixed amount exactly zero, ignoring its display precision?
--
-- A convenient alias for mixedAmountIsZero.
maIsZero :: MixedAmount -> Bool
maIsZero = mixedAmountIsZero
-- | Is this mixed amount non-zero, ignoring its display precision?
--
-- A convenient alias for not . mixedAmountIsZero.
maIsNonZero :: MixedAmount -> Bool
maIsNonZero = not . mixedAmountIsZero
-- | Get a mixed amount's component amounts, with some cleanups.
-- The following descriptions are old and possibly wrong:
--
-- * amounts in the same commodity are combined unless they have different costs or total costs
--
-- * 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
--
amounts :: MixedAmount -> [Amount]
amounts (Mixed ma)
| isMissingMixedAmount (Mixed ma) = [missingamt]
| M.null nonzeros = [newzero]
| otherwise = toList nonzeros
where
newzero = fromMaybe nullamt $ find (not . T.null . acommodity) zeros
(zeros, nonzeros) = M.partition amountIsZero ma
-- | Get a mixed amount's component amounts, with some cleanups.
-- This is a new version of @amounts@, with updated descriptions
-- and optimised for @print@ to show commodityful zeros.
--
-- * If it contains the "missing amount" marker, only that is returned
-- (discarding any additional amounts).
--
-- * Or if it contains any non-zero amounts, only those are returned
-- (discarding any zeroes).
--
-- * Or if it contains any zero amounts (possibly more than one,
-- possibly in different commodities), all of those are returned.
--
-- * Otherwise the null amount is returned.
--
amountsPreservingZeros :: MixedAmount -> [Amount]
amountsPreservingZeros (Mixed ma)
| isMissingMixedAmount (Mixed ma) = [missingamt]
| not $ M.null nonzeros = toList nonzeros
| not $ M.null zeros = toList zeros
| otherwise = [nullamt]
where
(zeros, nonzeros) = M.partition amountIsZero ma
-- | Get a mixed amount's component amounts without normalising zero and missing
-- amounts. This is used for JSON serialisation, so the order is important. In
-- particular, we want the Amounts given in the order of the MixedAmountKeys,
-- i.e. lexicographically first by commodity, then by cost commodity, then by
-- unit cost from most negative to most positive.
amountsRaw :: MixedAmount -> [Amount]
amountsRaw (Mixed ma) = toList ma
-- | Get this mixed amount's commodities as a set.
-- Returns an empty set if there are no amounts.
maCommodities :: MixedAmount -> S.Set CommoditySymbol
maCommodities = S.fromList . fmap acommodity . amounts'
where amounts' ma@(Mixed m) = if M.null m then [] else amounts ma
-- | Unify a MixedAmount to a single commodity value if possible.
-- 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 amt result
| amountIsZero amt = Just result
| amountIsZero result = Just amt
| acommodity amt == acommodity result = Just $ amt + result
| otherwise = Nothing
-- | Sum same-commodity amounts in a lossy way, applying the first
-- cost to the result and discarding any other costs. Only used as a
-- rendering helper.
sumSimilarAmountsUsingFirstCost :: Amount -> Amount -> Amount
sumSimilarAmountsUsingFirstCost a b = (a + b){acost=p}
where
p = case (acost a, acost b) of
(Just (TotalCost ap), Just (TotalCost bp))
-> Just . TotalCost $ ap{aquantity = aquantity ap + aquantity bp }
_ -> acost a
-- | Filter a mixed amount's component amounts by a predicate.
filterMixedAmount :: (Amount -> Bool) -> MixedAmount -> MixedAmount
filterMixedAmount p (Mixed ma) = Mixed $ M.filter p ma
-- | Return an unnormalised MixedAmount containing just the amounts in the
-- requested commodity from the original mixed amount.
--
-- The result will contain at least one Amount of the requested commodity,
-- even if the original mixed amount did not (with quantity zero in that case,
-- and this would be discarded when the mixed amount is next normalised).
--
-- The result can contain more than one Amount of the requested commodity,
-- eg because there were several with different costs,
-- or simply because the original mixed amount was was unnormalised.
--
filterMixedAmountByCommodity :: CommoditySymbol -> MixedAmount -> MixedAmount
filterMixedAmountByCommodity c (Mixed ma)
| M.null ma' = mixedAmount nullamt{acommodity=c}
| otherwise = Mixed ma'
where ma' = M.filter ((c==) . acommodity) ma
-- | Apply a transform to a mixed amount's component 'Amount's.
mapMixedAmount :: (Amount -> Amount) -> MixedAmount -> MixedAmount
mapMixedAmount f (Mixed ma) = mixed . map f $ toList ma
-- | Apply a transform to a mixed amount's component 'Amount's, which does not
-- affect the key of the amount (i.e. doesn't change the commodity, cost
-- commodity, or unit cost amount). This condition is not checked.
mapMixedAmountUnsafe :: (Amount -> Amount) -> MixedAmount -> MixedAmount
mapMixedAmountUnsafe f (Mixed ma) = Mixed $ M.map f ma -- Use M.map instead of fmap to maintain strictness
-- | Convert all component amounts to cost where possible (see amountCost).
mixedAmountCost :: MixedAmount -> MixedAmount
mixedAmountCost (Mixed ma) =
foldl' (\m a -> maAddAmount m (amountCost a)) (Mixed noCosts) withCosts
where (noCosts, withCosts) = M.partition (isNothing . acost) ma
-- -- | MixedAmount derived Eq instance in Types.hs doesn't know that we
-- -- want $0 = EUR0 = 0. Yet we don't want to drag all this code over there.
-- -- For now, use this when cross-commodity zero equality is important.
-- mixedAmountEquals :: MixedAmount -> MixedAmount -> Bool
-- mixedAmountEquals a b = amounts a' == amounts b' || (mixedAmountLooksZero a' && mixedAmountLooksZero b')
-- where a' = mixedAmountStripCosts a
-- b' = mixedAmountStripCosts b
-- Mixed amount styles
-- v1
{-# DEPRECATED canonicaliseMixedAmount "please use mixedAmountSetStyle False (or styleAmounts) instead" #-}
canonicaliseMixedAmount :: M.Map CommoditySymbol AmountStyle -> MixedAmount -> MixedAmount
canonicaliseMixedAmount = styleAmounts
-- v2
{-# DEPRECATED styleMixedAmount "please use styleAmounts instead" #-}
-- | Given a map of standard commodity display styles, find and apply
-- the appropriate style to each individual amount.
styleMixedAmount :: M.Map CommoditySymbol AmountStyle -> MixedAmount -> MixedAmount
styleMixedAmount = styleAmounts
-- v3
{-# DEPRECATED mixedAmountSetStyles "please use styleAmounts instead" #-}
mixedAmountSetStyles :: M.Map CommoditySymbol AmountStyle -> MixedAmount -> MixedAmount
mixedAmountSetStyles = styleAmounts
-- v4
instance HasAmounts MixedAmount where
styleAmounts styles = mapMixedAmountUnsafe (styleAmounts styles)
-- getAmounts = concatMap getAmounts . amounts
instance HasAmounts BalanceData where
styleAmounts styles balance@BalanceData{bdexcludingsubs,bdincludingsubs} =
balance{bdexcludingsubs=styleAmounts styles bdexcludingsubs, bdincludingsubs=styleAmounts styles bdincludingsubs}
-- getAmounts BalanceData{bdexcludingsubs, bdincludingsubs} =
-- getAmounts bdexcludingsubs <> getAmounts bdincludingsubs
instance HasAmounts a => HasAmounts (PeriodData a) where
styleAmounts styles = fmap (styleAmounts styles)
-- getAmounts
instance HasAmounts a => HasAmounts (Account a) where
styleAmounts styles acct@Account{adata} =
acct{adata = styleAmounts styles <$> adata}
-- | Reset each individual amount's display style to the default.
mixedAmountUnstyled :: MixedAmount -> MixedAmount
mixedAmountUnstyled = mapMixedAmountUnsafe amountUnstyled
-- Mixed amount rendering
-- | Render a mixed amount using its amount display styles and the default amount format,
-- after normalising it (to at most one amount in each of its commodities).
-- See showMixedAmountB for special cases.
showMixedAmount :: MixedAmount -> String
showMixedAmount = wbUnpack . showMixedAmountB defaultFmt
-- | Like showMixedAmount but uses the given amount format.
-- See showMixedAmountB for special cases.
showMixedAmountWith :: AmountFormat -> MixedAmount -> String
showMixedAmountWith fmt = wbUnpack . showMixedAmountB fmt
-- | Get the one-line string representation of a mixed amount (also showing any costs).
-- See showMixedAmountB for special cases.
showMixedAmountOneLine :: MixedAmount -> String
showMixedAmountOneLine = wbUnpack . showMixedAmountB oneLineNoCostFmt{displayCost=True}
-- | Like showMixedAmount, but zero amounts are shown with their
-- commodity if they have one.
-- See showMixedAmountB for special cases.
showMixedAmountWithZeroCommodity :: MixedAmount -> String
showMixedAmountWithZeroCommodity = wbUnpack . showMixedAmountB defaultFmt{displayZeroCommodity=True}
-- | Get the string representation of a mixed amount, without showing any costs.
-- With a True argument, adds ANSI codes to show negative amounts in red.
-- See showMixedAmountB for special cases.
showMixedAmountWithoutCost :: Bool -> MixedAmount -> String
showMixedAmountWithoutCost c = wbUnpack . showMixedAmountB noCostFmt{displayColour=c}
-- | Get the one-line string representation of a mixed amount, but without
-- any \@ costs.
-- With a True argument, adds ANSI codes to show negative amounts in red.
-- See showMixedAmountB for special cases.
showMixedAmountOneLineWithoutCost :: Bool -> MixedAmount -> String
showMixedAmountOneLineWithoutCost c = wbUnpack . showMixedAmountB oneLineNoCostFmt{displayColour=c}
-- | Like showMixedAmountOneLineWithoutCost, 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.
-- See showMixedAmountB for special cases.
showMixedAmountElided :: Int -> Bool -> MixedAmount -> String
showMixedAmountElided w c = wbUnpack . showMixedAmountB oneLineNoCostFmt{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 = "Mixed [" ++ as ++ "]"
where as = intercalate "\n " $ map showAmountDebug $ amounts m
-- | Render a mixed amount using its amount display styles and the given amount format,
-- as a builder for efficiency.
-- (This can be converted to a Text with wbToText or to a String with wbUnpack).
--
-- Warning: this (and its showMixedAmount aliases above) basically assumes amounts have no costs.
-- It can show misleading costs or not show costs which are there.
--
-- 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. There
-- will always be at least one amount displayed, even if this will
-- exceed the requested maximum width.
--
-- - If displayed on multiple lines, any Amounts longer than the
-- maximum width will be elided.
--
-- Zero-equivalent amounts are shown as just \"0\".
--
-- The special "missing" amount is shown as the empty string (?).
--
showMixedAmountB :: AmountFormat -> MixedAmount -> WideBuilder
showMixedAmountB opts ma
| displayOneLine opts = showMixedAmountOneLineB opts ma
| otherwise = WideBuilder (wbBuilder . mconcat $ intersperse sep ls) width
where
ls = showMixedAmountLinesB opts ma
width = headDef 0 $ map wbWidth ls
sep = WideBuilder (TB.singleton '\n') 0
-- | Helper for showMixedAmountB (and postingAsLines, ...) to show a list of Amounts on multiple lines.
-- This returns the list of WideBuilders: one for each Amount, and padded/elided to the appropriate width.
-- This does not honour displayOneLine; all amounts will be displayed as if displayOneLine were False.
showMixedAmountLinesB :: AmountFormat -> MixedAmount -> [WideBuilder]
showMixedAmountLinesB opts ma =
map fst $ showMixedAmountLinesPartsB opts ma
-- | Like 'showMixedAmountLinesB' but also returns
-- the amounts associated with each text builder.
showMixedAmountLinesPartsB :: AmountFormat -> MixedAmount -> [(WideBuilder, Amount)]
showMixedAmountLinesPartsB opts@AmountFormat{displayMaxWidth=mmax,displayMinWidth=mmin} ma =
zip (map (adBuilder . pad) elided) amts
where
astrs = amtDisplayList (wbWidth sep) (showAmountB opts) amts
amts = orderedAmounts opts $
if displayCost opts then ma else mixedAmountStripCosts ma
sep = WideBuilder (TB.singleton '\n') 0
width = maximum $ map (wbWidth . adBuilder) elided
pad amt
| Just mw <- mmin =
let w = (max width mw) - wbWidth (adBuilder amt)
in amt{ adBuilder = WideBuilder (TB.fromText $ T.replicate w " ") w <> adBuilder amt }
| otherwise = 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 showMixedAmountB to deal with single line displays. This does not
-- honour displayOneLine: all amounts will be displayed as if displayOneLine
-- were True.
showMixedAmountOneLineB :: AmountFormat -> MixedAmount -> WideBuilder
showMixedAmountOneLineB opts@AmountFormat{displayMaxWidth=mmax,displayMinWidth=mmin} ma =
WideBuilder (wbBuilder . pad . mconcat . intersperse sep $ map adBuilder elided)
. max width $ fromMaybe 0 mmin
where
width = maybe 0 adTotal $ lastMay elided
astrs = amtDisplayList (wbWidth sep) (showAmountB opts) . orderedAmounts opts $
if displayCost opts then ma else mixedAmountStripCosts ma
sep = WideBuilder (TB.fromString ", ") 2
n = length astrs
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). Always display at least one amount,
-- regardless of width.
takeFitting _ [] = []
takeFitting m (x:xs) = x : dropWhileRev (\(a,e) -> m < adTotal (fromMaybe a e)) xs
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 (\n2 amt -> (amt, elisionDisplay Nothing (wbWidth sep) n2 amt)) [n-1,n-2..0]
-- Get a mixed amount's component amounts with a bit of cleanup,
-- optionally preserving multiple zeros in different commodities,
-- optionally sorting them according to a commodity display order.
orderedAmounts :: AmountFormat -> MixedAmount -> [Amount]
orderedAmounts AmountFormat{displayZeroCommodity=preservezeros, displayCommodityOrder=mcommodityorder} =
if preservezeros then amountsPreservingZeros else amounts
<&> maybe id (mapM findfirst) mcommodityorder -- maybe sort them (somehow..)
where
-- Find the first amount with the given commodity, otherwise a null amount in that commodity.
findfirst :: CommoditySymbol -> [Amount] -> Amount
findfirst c = fromMaybe nullamtc . find ((c==) . acommodity)
where
nullamtc = amountWithCommodity c nullamt
data AmountDisplay = AmountDisplay
{ adBuilder :: !WideBuilder -- ^ String representation of the Amount
, adTotal :: !Int -- ^ Cumulative length of MixedAmount this Amount is part of,
-- including separators
} deriving (Show)
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..", numDigits n from number
fullLength = sep + 7 + numDigitsInt 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])
-- | Set the display precision in the amount's commodities.
mixedAmountSetPrecision :: AmountPrecision -> MixedAmount -> MixedAmount
mixedAmountSetPrecision p = mapMixedAmountUnsafe (amountSetPrecision p)
-- | In each component amount, increase the display precision sufficiently
-- to render it exactly (showing all significant decimal digits).
mixedAmountSetFullPrecision :: MixedAmount -> MixedAmount
mixedAmountSetFullPrecision = mapMixedAmountUnsafe amountSetFullPrecision
-- | In each component amount, increase the display precision sufficiently
-- to render it exactly if possible, but not more than the given max precision,
-- and if no max precision is given and the amount has infinite decimals,
-- limit display precision to a hard-coded smaller number (8).
-- See amountSetFullPrecisionUpTo.
mixedAmountSetFullPrecisionUpTo :: Maybe Word8 -> MixedAmount -> MixedAmount
mixedAmountSetFullPrecisionUpTo mmaxp = mapMixedAmountUnsafe (amountSetFullPrecisionUpTo mmaxp)
-- | In each component amount, ensure the display precision is at least the given value.
-- Makes all amounts have an explicit Precision.
mixedAmountSetPrecisionMin :: Word8 -> MixedAmount -> MixedAmount
mixedAmountSetPrecisionMin p = mapMixedAmountUnsafe (amountSetPrecisionMin p)
-- | In each component amount, ensure the display precision is at most the given value.
-- Makes all amounts have an explicit Precision.
mixedAmountSetPrecisionMax :: Word8 -> MixedAmount -> MixedAmount
mixedAmountSetPrecisionMax p = mapMixedAmountUnsafe (amountSetPrecisionMax p)
-- | Remove all costs from a MixedAmount.
mixedAmountStripCosts :: MixedAmount -> MixedAmount
mixedAmountStripCosts (Mixed ma) =
foldl' (\m a -> maAddAmount m a{acost=Nothing}) (Mixed noCosts) withCosts
where (noCosts, withCosts) = M.partition (isNothing . acost) ma
-------------------------------------------------------------------------------
-- tests
tests_Amount = testGroup "Amount" [
testGroup "Amount" [
testCase "amountCost" $ do
amountCost (eur 1) @?= eur 1
amountCost (eur 2){acost=Just $ UnitCost $ usd 2} @?= usd 4
amountCost (eur 1){acost=Just $ TotalCost $ usd 2} @?= usd 2
amountCost (eur (-1)){acost=Just $ TotalCost $ usd (-2)} @?= usd (-2)
,testCase "amountLooksZero" $ do
assertBool "" $ amountLooksZero nullamt
assertBool "" $ amountLooksZero $ usd 0
,testCase "negating amounts" $ do
negate (usd 1) @?= (usd 1){aquantity= -1}
let b = (usd 1){acost=Just $ UnitCost $ eur 2} in negate b @?= b{aquantity= -1}
,testCase "adding amounts without costs" $ 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)
,testCase "showAmount" $ do
showAmount (usd 0 + gbp 0) @?= "0"
]
,testGroup "MixedAmount" [
testCase "comparing mixed amounts compares based on quantities" $ do
let usdpos = mixed [usd 1]
usdneg = mixed [usd (-1)]
eurneg = mixed [eur (-12)]
compare usdneg usdpos @?= LT
compare eurneg usdpos @?= LT
,testCase "adding mixed amounts to zero, the commodity and amount style are preserved" $
maSum (map mixedAmount
[usd 1.25
,usd (-1) `withPrecision` Precision 3
,usd (-0.25)
])
@?= mixedAmount (usd 0 `withPrecision` Precision 3)
,testCase "adding mixed amounts with total costs" $ do
maSum (map mixedAmount
[usd 1 @@ eur 1
,usd (-2) @@ eur 1
])
@?= mixedAmount (usd (-1) @@ eur 2)
,testCase "showMixedAmount" $ do
showMixedAmount (mixedAmount (usd 1)) @?= "$1.00"
showMixedAmount (mixedAmount (usd 1 `at` eur 2)) @?= "$1.00 @ €2.00"
showMixedAmount (mixedAmount (usd 0)) @?= "0"
showMixedAmount nullmixedamt @?= "0"
showMixedAmount missingmixedamt @?= ""
,testCase "showMixedAmountWithoutCost" $ do
let a = usd 1 `at` eur 2
showMixedAmountWithoutCost False (mixedAmount (a)) @?= "$1.00"
showMixedAmountWithoutCost False (mixed [a, -a]) @?= "0"
,testGroup "amounts" [
testCase "a missing amount overrides any other amounts" $
amounts (mixed [usd 1, missingamt]) @?= [missingamt]
,testCase "costless same-commodity amounts are combined" $
amounts (mixed [usd 0, usd 2]) @?= [usd 2]
,testCase "amounts with same unit cost are combined" $
amounts (mixed [usd 1 `at` eur 1, usd 1 `at` eur 1]) @?= [usd 2 `at` eur 1]
,testCase "amounts with different unit costs are not combined" $
amounts (mixed [usd 1 `at` eur 1, usd 1 `at` eur 2]) @?= [usd 1 `at` eur 1, usd 1 `at` eur 2]
,testCase "amounts with total costs are combined" $
amounts (mixed [usd 1 @@ eur 1, usd 1 @@ eur 1]) @?= [usd 2 @@ eur 2]
]
,testCase "mixedAmountStripCosts" $ do
amounts (mixedAmountStripCosts nullmixedamt) @?= [nullamt]
assertBool "" $ mixedAmountLooksZero $ mixedAmountStripCosts
(mixed [usd 10
,usd 10 @@ eur 7
,usd (-10)
,usd (-10) @@ eur (-7)
])
]
]
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