{-| 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 assigned 'Price', 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 price) EUR 2 \@\@ $3 (total price) @ 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 price. 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 assigned prices and commodity exchange rates. -} {-# LANGUAGE OverloadedStrings #-} {-# LANGUAGE RecordWildCards #-} module Hledger.Data.Amount ( -- * Commodity showCommoditySymbol, isNonsimpleCommodityChar, quoteCommoditySymbolIfNeeded, -- * Amount amount, nullamt, missingamt, num, usd, eur, gbp, per, hrs, at, (@@), amountWithCommodity, -- ** arithmetic amountCost, amountIsZero, amountLooksZero, divideAmount, multiplyAmount, -- ** rendering AmountDisplayOpts(..), noColour, noPrice, oneLine, csvDisplay, amountstyle, styleAmount, styleAmountExceptPrecision, amountUnstyled, showAmountB, showAmount, showAmountPrice, cshowAmount, showAmountWithZeroCommodity, showAmountDebug, showAmountWithoutPrice, amountSetPrecision, withPrecision, amountSetFullPrecision, setAmountInternalPrecision, withInternalPrecision, setAmountDecimalPoint, withDecimalPoint, amountStripPrices, canonicaliseAmount, -- * MixedAmount nullmixedamt, missingmixedamt, isMissingMixedAmount, mixed, mixedAmount, maAddAmount, maAddAmounts, amounts, amountsRaw, maCommodities, filterMixedAmount, filterMixedAmountByCommodity, mapMixedAmount, unifyMixedAmount, mixedAmountStripPrices, -- ** arithmetic mixedAmountCost, maNegate, maPlus, maMinus, maSum, divideMixedAmount, multiplyMixedAmount, averageMixedAmounts, isNegativeAmount, isNegativeMixedAmount, mixedAmountIsZero, maIsZero, maIsNonZero, mixedAmountLooksZero, -- ** rendering styleMixedAmount, mixedAmountUnstyled, showMixedAmount, showMixedAmountOneLine, showMixedAmountDebug, showMixedAmountWithoutPrice, showMixedAmountOneLineWithoutPrice, showMixedAmountElided, showMixedAmountWithZeroCommodity, showMixedAmountB, showMixedAmountLinesB, wbToText, wbUnpack, mixedAmountSetPrecision, mixedAmountSetFullPrecision, canonicaliseMixedAmount, -- * misc. ltraceamount, tests_Amount ) where import Control.Applicative (liftA2) 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, foldl', intercalate, intersperse, mapAccumL, partition) import Data.List.NonEmpty (NonEmpty(..), nonEmpty) import qualified Data.Map.Strict as M import qualified Data.Set as S import Data.Maybe (fromMaybe, isNothing, isJust) 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 Debug.Trace (trace) import Test.Tasty (testGroup) import Test.Tasty.HUnit ((@?=), assertBool, testCase) import Hledger.Data.Types import Hledger.Utils (colorB, numDigitsInt) import Hledger.Utils.Text (textQuoteIfNeeded) import Text.WideString (WideBuilder(..), wbFromText, wbToText, wbUnpack) -- 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 -- | Options for the display of Amount and MixedAmount. data AmountDisplayOpts = AmountDisplayOpts { displayPrice :: Bool -- ^ Whether to display the Price of an Amount. , displayZeroCommodity :: Bool -- ^ If the Amount rounds to 0, whether to display its commodity string. , displayThousandsSep :: Bool -- ^ Whether to display thousands separators. , displayColour :: Bool -- ^ Whether to colourise negative Amounts. , displayOneLine :: Bool -- ^ Whether to display on one line. , displayMinWidth :: Maybe Int -- ^ Minimum width to pad to , displayMaxWidth :: Maybe Int -- ^ Maximum width to clip to -- | Display amounts in this order (without the commodity symbol) and display -- a 0 in case a corresponding commodity does not exist , displayOrder :: Maybe [CommoditySymbol] } deriving (Show) -- | Display Amount and MixedAmount with no colour. instance Default AmountDisplayOpts where def = noColour -- | Display Amount and MixedAmount with no colour. noColour :: AmountDisplayOpts noColour = AmountDisplayOpts { displayPrice = True , displayColour = False , displayZeroCommodity = False , displayThousandsSep = True , displayOneLine = False , displayMinWidth = Just 0 , displayMaxWidth = Nothing , displayOrder = Nothing } -- | Display Amount and MixedAmount with no prices. noPrice :: AmountDisplayOpts noPrice = def{displayPrice=False} -- | Display Amount and MixedAmount on one line with no prices. oneLine :: AmountDisplayOpts oneLine = def{displayOneLine=True, displayPrice=False} -- | Display Amount and MixedAmount in a form suitable for CSV output. csvDisplay :: AmountDisplayOpts csvDisplay = oneLine{displayThousandsSep=False} ------------------------------------------------------------------------------- -- Amount styles -- | Default amount style amountstyle = AmountStyle L False (Precision 0) (Just '.') Nothing ------------------------------------------------------------------------------- -- Amount 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. amount, nullamt :: Amount amount = Amount{acommodity="", aquantity=0, aprice=Nothing, astyle=amountstyle} nullamt = amount -- | A temporary value for parsed transactions which had no amount specified. missingamt :: Amount missingamt = amount{acommodity="AUTO"} -- Handy amount constructors for tests. -- usd/eur/gbp round their argument to a whole number of pennies/cents. num n = amount{acommodity="", aquantity=n} hrs n = amount{acommodity="h", aquantity=n, astyle=amountstyle{asprecision=Precision 2, ascommodityside=R}} usd n = amount{acommodity="$", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=Precision 2}} eur n = amount{acommodity="€", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=Precision 2}} gbp n = amount{acommodity="£", aquantity=roundTo 2 n, astyle=amountstyle{asprecision=Precision 2}} per n = amount{acommodity="%", aquantity=n, astyle=amountstyle{asprecision=Precision 1, ascommodityside=R, ascommodityspaced=True}} amt `at` priceamt = amt{aprice=Just $ UnitPrice priceamt} amt @@ priceamt = amt{aprice=Just $ TotalPrice priceamt} -- | 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. -- Prices 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) amount{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 assigned prices and assuming an exchange rate of 1. amountWithCommodity :: CommoditySymbol -> Amount -> Amount amountWithCommodity c a = a{acommodity=c, aprice=Nothing} -- | Convert a amount to its "cost" or "selling price" in another commodity, -- using its attached transaction price if it has one. Notes: -- -- - price amounts must be MixedAmounts with exactly one component Amount -- (or there will be a runtime error XXX) -- -- - price amounts should be positive in the Journal -- (though this is currently not enforced) amountCost :: Amount -> Amount amountCost a@Amount{aquantity=q, aprice=mp} = case mp of Nothing -> a Just (UnitPrice p@Amount{aquantity=pq}) -> p{aquantity=pq * q} Just (TotalPrice p@Amount{aquantity=pq}) -> p{aquantity=pq} -- | Apply a function to an amount's quantity (and its total price, if it has one). transformAmount :: (Quantity -> Quantity) -> Amount -> Amount transformAmount f a@Amount{aquantity=q,aprice=p} = a{aquantity=f q, aprice=f' <$> p} where f' (TotalPrice a@Amount{aquantity=pq}) = TotalPrice a{aquantity = f pq} f' p = p -- | Divide an amount's quantity (and its total price, if it has one) by a constant. divideAmount :: Quantity -> Amount -> Amount divideAmount n = transformAmount (/n) -- | Multiply an amount's quantity (and its total price, if it has one) by a constant. multiplyAmount :: Quantity -> Amount -> Amount multiplyAmount n = transformAmount (*n) -- | Is this amount negative ? The price is ignored. isNegativeAmount :: Amount -> Bool isNegativeAmount Amount{aquantity=q} = q < 0 -- | Round an Amount's Quantity to its specified display precision. If that is -- NaturalPrecision, this does nothing. amountRoundedQuantity :: Amount -> Quantity amountRoundedQuantity Amount{aquantity=q, astyle=AmountStyle{asprecision=p}} = case p of NaturalPrecision -> q Precision p' -> roundTo p' q -- | Apply a test to both an Amount and its total price, if it has one. testAmountAndTotalPrice :: (Amount -> Bool) -> Amount -> Bool testAmountAndTotalPrice f amt = case aprice amt of Just (TotalPrice price) -> f amt && f price _ -> f amt -- | Do this Amount and (and its total price, if it has one) appear to be zero when rendered with its -- display precision ? amountLooksZero :: Amount -> Bool amountLooksZero = testAmountAndTotalPrice 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 price, if it has one) exactly zero, ignoring its display precision ? amountIsZero :: Amount -> Bool amountIsZero = testAmountAndTotalPrice (\Amount{aquantity=Decimal _ q} -> q == 0) -- | 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}} -- | Increase an amount's display precision, if needed, to enough decimal places -- to show it exactly (showing all significant decimal digits, excluding trailing -- zeros). amountSetFullPrecision :: Amount -> Amount amountSetFullPrecision a = amountSetPrecision p a where p = max displayprecision naturalprecision displayprecision = asprecision $ astyle a naturalprecision = Precision . decimalPlaces . normalizeDecimal $ aquantity a -- | Set an amount's internal precision, ie rounds the Decimal representing -- the amount's quantity to some 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)". -- Does not change the amount's display precision. -- Intended mainly for internal use, eg when comparing amounts in tests. setAmountInternalPrecision :: Word8 -> Amount -> Amount setAmountInternalPrecision p a@Amount{ aquantity=q, astyle=s } = a{ astyle=s{asprecision=Precision p} ,aquantity=roundTo p q } -- | Set an amount's internal precision, flipped. -- Intended mainly for internal use, eg when comparing amounts in tests. withInternalPrecision :: Amount -> Word8 -> Amount withInternalPrecision = flip setAmountInternalPrecision -- | Set (or clear) an amount's display decimal point. setAmountDecimalPoint :: Maybe Char -> Amount -> Amount setAmountDecimalPoint mc a@Amount{ astyle=s } = a{ astyle=s{asdecimalpoint=mc} } -- | Set (or clear) an amount's display decimal point, flipped. withDecimalPoint :: Amount -> Maybe Char -> Amount withDecimalPoint = flip setAmountDecimalPoint -- | Strip all prices from an Amount amountStripPrices :: Amount -> Amount amountStripPrices a = a{aprice=Nothing} showAmountPrice :: Amount -> WideBuilder showAmountPrice amt = case aprice amt of Nothing -> mempty Just (UnitPrice pa) -> WideBuilder (TB.fromString " @ ") 3 <> showAmountB noColour pa Just (TotalPrice pa) -> WideBuilder (TB.fromString " @@ ") 4 <> showAmountB noColour (sign pa) where sign = if aquantity amt < 0 then negate else id showAmountPriceDebug :: Maybe AmountPrice -> String showAmountPriceDebug Nothing = "" showAmountPriceDebug (Just (UnitPrice pa)) = " @ " ++ showAmountDebug pa showAmountPriceDebug (Just (TotalPrice pa)) = " @@ " ++ showAmountDebug pa -- | Given a map of standard commodity display styles, apply the -- appropriate one to this amount. If there's no standard style for -- this amount's commodity, return the amount unchanged. -- Also apply the style to the price (except for precision) styleAmount :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount styleAmount styles a = styledAmount{aprice = stylePrice styles (aprice styledAmount)} where styledAmount = case M.lookup (acommodity a) styles of Just s -> a{astyle=s} Nothing -> a stylePrice :: M.Map CommoditySymbol AmountStyle -> Maybe AmountPrice -> Maybe AmountPrice stylePrice styles (Just (UnitPrice a)) = Just (UnitPrice $ styleAmountExceptPrecision styles a) stylePrice styles (Just (TotalPrice a)) = Just (TotalPrice $ styleAmountExceptPrecision styles a) stylePrice _ _ = Nothing -- | Like styleAmount, but keep the number of decimal places unchanged. styleAmountExceptPrecision :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount styleAmountExceptPrecision styles a@Amount{astyle=AmountStyle{asprecision=origp}} = case M.lookup (acommodity a) styles of Just s -> a{astyle=s{asprecision=origp}} Nothing -> a -- | Reset this amount's display style to the default. amountUnstyled :: Amount -> Amount amountUnstyled a = a{astyle=amountstyle} -- | Get the string representation of an amount, based on its -- commodity's display settings. String representations equivalent to -- zero are converted to just \"0\". The special "missing" amount is -- displayed as the empty string. -- -- > showAmount = wbUnpack . showAmountB noColour showAmount :: Amount -> String showAmount = wbUnpack . showAmountB noColour -- | General function to generate a WideBuilder for an Amount, according the -- supplied AmountDisplayOpts. The special "missing" amount is displayed as -- the empty string. This is the main function to use for showing -- Amounts, constructing a builder; it can then be converted to a Text with -- wbToText, or to a String with wbUnpack. showAmountB :: AmountDisplayOpts -> Amount -> WideBuilder showAmountB _ Amount{acommodity="AUTO"} = mempty showAmountB opts a@Amount{astyle=style} = color $ case ascommodityside style of L -> showC (wbFromText c) space <> quantity' <> price R -> quantity' <> showC space (wbFromText c) <> price where quantity = showamountquantity $ if displayThousandsSep opts then a else a{astyle=(astyle a){asdigitgroups=Nothing}} (quantity',c) | amountLooksZero a && not (displayZeroCommodity opts) = (WideBuilder (TB.singleton '0') 1,"") | otherwise = (quantity, quoteCommoditySymbolIfNeeded $ acommodity a) space = if not (T.null c) && ascommodityspaced style then WideBuilder (TB.singleton ' ') 1 else mempty showC l r = if isJust (displayOrder opts) then mempty else l <> r price = if displayPrice opts then showAmountPrice a else mempty color = if displayColour opts && isNegativeAmount a then colorB Dull Red else id -- | 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 \@ price. -- -- > showAmountWithoutPrice = wbUnpack . showAmountB noPrice showAmountWithoutPrice :: Amount -> String showAmountWithoutPrice = wbUnpack . showAmountB noPrice -- | Like showAmount, but show a zero amount's commodity if it has one. -- -- > showAmountWithZeroCommodity = wbUnpack . showAmountB noColour{displayZeryCommodity=True} showAmountWithZeroCommodity :: Amount -> String showAmountWithZeroCommodity = wbUnpack . showAmountB noColour{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 ++ ", aprice=" ++ showAmountPriceDebug aprice ++ ", 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. showamountquantity :: Amount -> WideBuilder showamountquantity amt@Amount{astyle=AmountStyle{asdecimalpoint=mdec, asdigitgroups=mgrps}} = signB <> intB <> fracB where Decimal e n = amountRoundedQuantity amt strN = T.pack . show $ abs n len = T.length strN intLen = max 1 $ len - fromIntegral e dec = fromMaybe '.' mdec padded = T.replicate (fromIntegral e + 1 - len) "0" <> strN (intPart, fracPart) = T.splitAt intLen padded intB = applyDigitGroupStyle mgrps intLen $ if e == 0 then strN else intPart signB = if n < 0 then WideBuilder (TB.singleton '-') 1 else mempty fracB = if e > 0 then WideBuilder (TB.singleton dec <> TB.fromText fracPart) (fromIntegral e + 1) else mempty -- | Split a string representation into chunks according to DigitGroupStyle, -- returning a Text builder and the number of 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 (g:gs))) l s = addseps (g:|gs) (toInteger l) s where addseps (g:|gs) l s | l' > 0 = addseps gs' l' rest <> WideBuilder (TB.singleton c <> TB.fromText part) (fromIntegral g + 1) | otherwise = WideBuilder (TB.fromText s) (fromInteger l) where (rest, part) = T.splitAt (fromInteger l') s gs' = fromMaybe (g:|[]) $ nonEmpty gs l' = l - toInteger g -- like journalCanonicaliseAmounts -- | Canonicalise an amount's display style using the provided commodity style map. canonicaliseAmount :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount canonicaliseAmount styles a@Amount{acommodity=c, astyle=s} = a{astyle=s'} where s' = M.findWithDefault s c styles ------------------------------------------------------------------------------- -- 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 = error "error, mixed amounts do not support abs" 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 aprice amt of Nothing -> MixedAmountKeyNoPrice c Just (TotalPrice p) -> MixedAmountKeyTotalPrice c (acommodity p) Just (UnitPrice p) -> MixedAmountKeyUnitPrice c (acommodity p) (aquantity p) -- | The empty mixed amount. nullmixedamt :: MixedAmount nullmixedamt = Mixed mempty -- | A temporary value for parsed transactions which had no amount specified. missingmixedamt :: MixedAmount missingmixedamt = mixedAmount missingamt -- | Whether a MixedAmount has a missing amount 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. maAddAmount :: MixedAmount -> Amount -> MixedAmount maAddAmount (Mixed ma) a = Mixed $ M.insertWith sumSimilarAmountsUsingFirstPrice (amountKey a) a ma -- | Add a collection of Amounts to a MixedAmount, normalising the result. maAddAmounts :: Foldable t => MixedAmount -> t Amount -> MixedAmount maAddAmounts = foldl' maAddAmount -- | Negate mixed amount's quantities (and total prices, if any). maNegate :: MixedAmount -> MixedAmount maNegate = transformMixedAmount negate -- | Sum two MixedAmount. maPlus :: MixedAmount -> MixedAmount -> MixedAmount maPlus (Mixed as) (Mixed bs) = Mixed $ M.unionWith sumSimilarAmountsUsingFirstPrice as bs -- | Subtract a MixedAmount from another. maMinus :: MixedAmount -> MixedAmount -> MixedAmount maMinus a = maPlus a . maNegate -- | Sum a collection of MixedAmounts. maSum :: Foldable t => t MixedAmount -> MixedAmount maSum = foldl' maPlus nullmixedamt -- | Divide a mixed amount's quantities (and total prices, if any) by a constant. divideMixedAmount :: Quantity -> MixedAmount -> MixedAmount divideMixedAmount n = transformMixedAmount (/n) -- | Multiply a mixed amount's quantities (and total prices, 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 prices, if it has any). transformMixedAmount :: (Quantity -> Quantity) -> MixedAmount -> MixedAmount transformMixedAmount f = mapMixedAmountUnsafe (transformAmount f) -- | Calculate the average of some mixed amounts. averageMixedAmounts :: [MixedAmount] -> MixedAmount averageMixedAmounts as = fromIntegral (length as) `divideMixedAmount` maSum as -- | 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 $ mixedAmountStripPrices 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? -- i.e. does it have zero quantity with no price, zero quantity with a total price (which is also zero), -- and zero quantity for each unit price? mixedAmountLooksZero :: MixedAmount -> Bool mixedAmountLooksZero (Mixed ma) = all amountLooksZero ma -- | Is this mixed amount exactly zero, ignoring its display precision? -- i.e. does it have zero quantity with no price, zero quantity with a total price (which is also zero), -- and zero quantity for each unit price? 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. -- -- * amounts in the same commodity are combined unless they have different prices or total prices -- -- * 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] -- missingamt should always be alone, but detect it even if not | 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 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 price commodity, then by -- unit price 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 amount result | amountIsZero amount = Just result | amountIsZero result = Just amount | acommodity amount == acommodity result = Just $ amount + result | otherwise = Nothing -- | Sum same-commodity amounts in a lossy way, applying the first -- price to the result and discarding any other prices. Only used as a -- rendering helper. sumSimilarAmountsUsingFirstPrice :: Amount -> Amount -> Amount sumSimilarAmountsUsingFirstPrice a b = (a + b){aprice=p} where p = case (aprice a, aprice b) of (Just (TotalPrice ap), Just (TotalPrice bp)) -> Just . TotalPrice $ ap{aquantity = aquantity ap + aquantity bp } _ -> aprice a -- -- | Sum same-commodity amounts. If there were different prices, set -- -- the price to a special marker indicating "various". Only used as a -- -- rendering helper. -- sumSimilarAmountsNotingPriceDifference :: [Amount] -> Amount -- sumSimilarAmountsNotingPriceDifference [] = nullamt -- sumSimilarAmountsNotingPriceDifference as = undefined -- | 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 exactly one Amount -- with the specified commodity and the quantity of that commodity -- found in the original. NB if Amount's quantity is zero it will be -- discarded next time the MixedAmount gets normalised. 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, price -- commodity, or unit price 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/selling price where -- possible (see amountCost). mixedAmountCost :: MixedAmount -> MixedAmount mixedAmountCost (Mixed ma) = foldl' (\m a -> maAddAmount m (amountCost a)) (Mixed noPrices) withPrices where (noPrices, withPrices) = M.partition (isNothing . aprice) 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' = mixedAmountStripPrices a -- b' = mixedAmountStripPrices b -- | Given a map of standard commodity display styles, apply the -- appropriate one to each individual amount. styleMixedAmount :: M.Map CommoditySymbol AmountStyle -> MixedAmount -> MixedAmount styleMixedAmount styles = mapMixedAmountUnsafe (styleAmount styles) -- | Reset each individual amount's display style to the default. mixedAmountUnstyled :: MixedAmount -> MixedAmount mixedAmountUnstyled = mapMixedAmountUnsafe amountUnstyled -- | Get the string representation of a mixed amount, after -- normalising it to one amount per commodity. Assumes amounts have -- no or similar prices, otherwise this can show misleading prices. -- -- > showMixedAmount = wbUnpack . showMixedAmountB noColour showMixedAmount :: MixedAmount -> String showMixedAmount = wbUnpack . showMixedAmountB noColour -- | Get the one-line string representation of a mixed amount. -- -- > showMixedAmountOneLine = wbUnpack . showMixedAmountB oneLine showMixedAmountOneLine :: MixedAmount -> String showMixedAmountOneLine = wbUnpack . showMixedAmountB oneLine -- | Like showMixedAmount, but zero amounts are shown with their -- commodity if they have one. -- -- > showMixedAmountWithZeroCommodity = wbUnpack . showMixedAmountB noColour{displayZeroCommodity=True} showMixedAmountWithZeroCommodity :: MixedAmount -> String showMixedAmountWithZeroCommodity = wbUnpack . showMixedAmountB noColour{displayZeroCommodity=True} -- | Get the string representation of a mixed amount, without showing any transaction prices. -- With a True argument, adds ANSI codes to show negative amounts in red. -- -- > showMixedAmountWithoutPrice c = wbUnpack . showMixedAmountB noPrice{displayColour=c} showMixedAmountWithoutPrice :: Bool -> MixedAmount -> String showMixedAmountWithoutPrice c = wbUnpack . showMixedAmountB noPrice{displayColour=c} -- | Get the one-line string representation of a mixed amount, but without -- any \@ prices. -- With a True argument, adds ANSI codes to show negative amounts in red. -- -- > showMixedAmountOneLineWithoutPrice c = wbUnpack . showMixedAmountB oneLine{displayColour=c} showMixedAmountOneLineWithoutPrice :: Bool -> MixedAmount -> String showMixedAmountOneLineWithoutPrice c = wbUnpack . showMixedAmountB oneLine{displayColour=c} -- | Like showMixedAmountOneLineWithoutPrice, 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. -- -- > showMixedAmountElided w c = wbUnpack . showMixedAmountB oneLine{displayColour=c, displayMaxWidth=Just w} showMixedAmountElided :: Int -> Bool -> MixedAmount -> String showMixedAmountElided w c = wbUnpack . showMixedAmountB oneLine{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 -- | General function to generate a WideBuilder for a MixedAmount, according to the -- supplied AmountDisplayOpts. This is the main function to use for showing -- MixedAmounts, constructing a builder; it can then be converted to a Text with -- wbToText, or to a String with wbUnpack. -- -- 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. showMixedAmountB :: AmountDisplayOpts -> MixedAmount -> WideBuilder showMixedAmountB opts ma | displayOneLine opts = showMixedAmountOneLineB opts ma | otherwise = WideBuilder (wbBuilder . mconcat $ intersperse sep lines) width where lines = showMixedAmountLinesB opts ma width = headDef 0 $ map wbWidth lines sep = WideBuilder (TB.singleton '\n') 0 -- | Helper for showMixedAmountB 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 :: AmountDisplayOpts -> MixedAmount -> [WideBuilder] showMixedAmountLinesB opts@AmountDisplayOpts{displayMaxWidth=mmax,displayMinWidth=mmin} ma = map (adBuilder . pad) elided where astrs = amtDisplayList (wbWidth sep) (showAmountB opts) . orderedAmounts opts $ if displayPrice opts then ma else mixedAmountStripPrices 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 :: AmountDisplayOpts -> MixedAmount -> WideBuilder showMixedAmountOneLineB opts@AmountDisplayOpts{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 displayPrice opts then ma else mixedAmountStripPrices 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 (\num amt -> (amt, elisionDisplay Nothing (wbWidth sep) num amt)) [n-1,n-2..0] orderedAmounts :: AmountDisplayOpts -> MixedAmount -> [Amount] orderedAmounts dopts = maybe id (mapM pad) (displayOrder dopts) . amounts where pad c = fromMaybe (amountWithCommodity c nullamt) . find ((c==) . acommodity) 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]) -- | Compact labelled trace of a mixed amount, for debugging. ltraceamount :: String -> MixedAmount -> MixedAmount ltraceamount s a = trace (s ++ ": " ++ showMixedAmount 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 -- | Remove all prices from a MixedAmount. mixedAmountStripPrices :: MixedAmount -> MixedAmount mixedAmountStripPrices (Mixed ma) = foldl' (\m a -> maAddAmount m a{aprice=Nothing}) (Mixed noPrices) withPrices where (noPrices, withPrices) = M.partition (isNothing . aprice) ma -- | Canonicalise a mixed amount's display styles using the provided commodity style map. canonicaliseMixedAmount :: M.Map CommoditySymbol AmountStyle -> MixedAmount -> MixedAmount canonicaliseMixedAmount styles = mapMixedAmountUnsafe (canonicaliseAmount styles) ------------------------------------------------------------------------------- -- tests tests_Amount = testGroup "Amount" [ testGroup "Amount" [ testCase "amountCost" $ do amountCost (eur 1) @?= eur 1 amountCost (eur 2){aprice=Just $ UnitPrice $ usd 2} @?= usd 4 amountCost (eur 1){aprice=Just $ TotalPrice $ usd 2} @?= usd 2 amountCost (eur (-1)){aprice=Just $ TotalPrice $ usd (-2)} @?= usd (-2) ,testCase "amountLooksZero" $ do assertBool "" $ amountLooksZero amount assertBool "" $ amountLooksZero $ usd 0 ,testCase "negating amounts" $ do negate (usd 1) @?= (usd 1){aquantity= -1} let b = (usd 1){aprice=Just $ UnitPrice $ eur 2} in negate b @?= b{aquantity= -1} ,testCase "adding amounts without prices" $ 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 prices" $ 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 "showMixedAmountWithoutPrice" $ do let a = usd 1 `at` eur 2 showMixedAmountWithoutPrice False (mixedAmount (a)) @?= "$1.00" showMixedAmountWithoutPrice False (mixed [a, -a]) @?= "0" ,testGroup "amounts" [ testCase "a missing amount overrides any other amounts" $ amounts (mixed [usd 1, missingamt]) @?= [missingamt] ,testCase "unpriced same-commodity amounts are combined" $ amounts (mixed [usd 0, usd 2]) @?= [usd 2] ,testCase "amounts with same unit price are combined" $ amounts (mixed [usd 1 `at` eur 1, usd 1 `at` eur 1]) @?= [usd 2 `at` eur 1] ,testCase "amounts with different unit prices 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 prices are combined" $ amounts (mixed [usd 1 @@ eur 1, usd 1 @@ eur 1]) @?= [usd 2 @@ eur 2] ] ,testCase "mixedAmountStripPrices" $ do amounts (mixedAmountStripPrices nullmixedamt) @?= [nullamt] assertBool "" $ mixedAmountLooksZero $ mixedAmountStripPrices (mixed [usd 10 ,usd 10 @@ eur 7 ,usd (-10) ,usd (-10) @@ eur (-7) ]) ] ]