{-| 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 @ When a mixed amount has been \"normalised\", it has no more than one amount in each commodity and no zero amounts; or it has just a single zero amount and no others. 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 StandaloneDeriving, RecordWildCards, OverloadedStrings #-} module Hledger.Data.Amount ( -- * Amount amount, nullamt, missingamt, num, usd, eur, gbp, per, hrs, at, (@@), amountWithCommodity, -- ** arithmetic amountCost, amountIsZero, amountLooksZero, divideAmount, multiplyAmount, divideAmountAndPrice, multiplyAmountAndPrice, amountTotalPriceToUnitPrice, -- ** rendering amountstyle, styleAmount, styleAmountExceptPrecision, showAmount, cshowAmount, showAmountWithZeroCommodity, showAmountDebug, showAmountWithoutPrice, setAmountPrecision, withPrecision, setFullPrecision, setAmountInternalPrecision, withInternalPrecision, setAmountDecimalPoint, withDecimalPoint, canonicaliseAmount, -- * MixedAmount nullmixedamt, missingmixedamt, mixed, amounts, filterMixedAmount, filterMixedAmountByCommodity, mapMixedAmount, normaliseMixedAmountSquashPricesForDisplay, normaliseMixedAmount, unifyMixedAmount, mixedAmountStripPrices, -- ** arithmetic mixedAmountCost, divideMixedAmount, multiplyMixedAmount, divideMixedAmountAndPrice, multiplyMixedAmountAndPrice, averageMixedAmounts, isNegativeAmount, isNegativeMixedAmount, mixedAmountIsZero, mixedAmountLooksZero, mixedAmountTotalPriceToUnitPrice, -- ** rendering styleMixedAmount, showMixedAmount, showMixedAmountOneLine, showMixedAmountDebug, showMixedAmountWithoutPrice, showMixedAmountOneLineWithoutPrice, showMixedAmountElided, showMixedAmountWithZeroCommodity, showMixedAmountWithPrecision, setMixedAmountPrecision, canonicaliseMixedAmount, -- * misc. ltraceamount, tests_Amount ) where import Control.Monad (foldM) import Data.Char (isDigit) import Data.Decimal (decimalPlaces, normalizeDecimal, roundTo) import Data.Function (on) import Data.List import qualified Data.Map as M import Data.Map (findWithDefault) import Data.Maybe import qualified Data.Text as T import Data.Word (Word8) import Safe (lastDef, maximumMay) import Text.Printf import Hledger.Data.Types import Hledger.Data.Commodity import Hledger.Utils deriving instance Show MarketPrice ------------------------------------------------------------------------------- -- 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 a@Amount{aquantity=q} = a{aquantity= -q} (+) = similarAmountsOp (+) (-) = similarAmountsOp (-) (*) = similarAmountsOp (*) -- | The empty simple amount. amount, nullamt :: Amount amount = Amount{acommodity="", aquantity=0, aprice=Nothing, astyle=amountstyle, aismultiplier=False} 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 -- (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 * signum q} -- | Replace an amount's TotalPrice, if it has one, with an equivalent UnitPrice. -- Has no effect on amounts without one. -- Also increases the unit price's display precision to show one extra decimal place, -- to help keep transaction amounts balancing. -- Does Decimal division, might be some rounding/irrational number issues. amountTotalPriceToUnitPrice :: Amount -> Amount amountTotalPriceToUnitPrice a@Amount{aquantity=q, aprice=Just (TotalPrice pa@Amount{aquantity=pq, astyle=ps})} = a{aprice = Just $ UnitPrice pa{aquantity=abs (pq/q), astyle=ps{asprecision=pp}}} where -- Increase the precision by 1, capping at the max bound. pp = case asprecision ps of NaturalPrecision -> NaturalPrecision Precision p -> Precision $ if p == maxBound then maxBound else p + 1 amountTotalPriceToUnitPrice a = a -- | Divide an amount's quantity by a constant. divideAmount :: Quantity -> Amount -> Amount divideAmount n a@Amount{aquantity=q} = a{aquantity=q/n} -- | Multiply an amount's quantity by a constant. multiplyAmount :: Quantity -> Amount -> Amount multiplyAmount n a@Amount{aquantity=q} = a{aquantity=q*n} -- | Divide an amount's quantity (and its total price, if it has one) by a constant. -- The total price will be kept positive regardless of the multiplier's sign. divideAmountAndPrice :: Quantity -> Amount -> Amount divideAmountAndPrice n a@Amount{aquantity=q,aprice=p} = a{aquantity=q/n, aprice=f <$> p} where f (TotalPrice a) = TotalPrice $ abs $ n `divideAmount` a f p = p -- | Multiply an amount's quantity (and its total price, if it has one) by a constant. -- The total price will be kept positive regardless of the multiplier's sign. multiplyAmountAndPrice :: Quantity -> Amount -> Amount multiplyAmountAndPrice n a@Amount{aquantity=q,aprice=p} = a{aquantity=q*n, aprice=f <$> p} where f (TotalPrice a) = TotalPrice $ abs $ n `multiplyAmount` a f p = p -- | 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 -- | Does mixed amount appear to be zero when rendered with its -- display precision ? amountLooksZero :: Amount -> Bool amountLooksZero = (0==) . amountRoundedQuantity -- | Is this amount exactly zero, ignoring its display precision ? amountIsZero :: Amount -> Bool amountIsZero Amount{aquantity=q} = q == 0 -- | Get the string representation of an amount, based on its commodity's -- display settings except using the specified precision. showAmountWithPrecision :: AmountPrecision -> Amount -> String showAmountWithPrecision p = showAmount . setAmountPrecision p -- | Set an amount's display precision, flipped. withPrecision :: Amount -> AmountPrecision -> Amount withPrecision = flip setAmountPrecision -- | Set an amount's display precision. setAmountPrecision :: AmountPrecision -> Amount -> Amount setAmountPrecision 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). setFullPrecision :: Amount -> Amount setFullPrecision a = setAmountPrecision p a where p = max displayprecision naturalprecision displayprecision = asprecision $ astyle a naturalprecision = Precision . decimalPlaces . normalizeDecimal $ aquantity a -- | 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{..} = printf "Amount {acommodity=%s, aquantity=%s, aprice=%s, astyle=%s}" (show acommodity) (show aquantity) (showAmountPriceDebug aprice) (show astyle) -- | Get the string representation of an amount, without any \@ price. -- With a True argument, adds ANSI codes to show negative amounts in red. showAmountWithoutPrice :: Bool -> Amount -> String showAmountWithoutPrice c a = showamt a{aprice=Nothing} where showamt = if c then cshowAmount else showAmount -- | 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 only 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 only 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 showAmountPrice :: Maybe AmountPrice -> String showAmountPrice Nothing = "" showAmountPrice (Just (UnitPrice pa)) = " @ " ++ showAmount pa showAmountPrice (Just (TotalPrice pa)) = " @@ " ++ showAmount pa 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. styleAmount :: M.Map CommoditySymbol AmountStyle -> Amount -> Amount styleAmount styles a = case M.lookup (acommodity a) styles of Just s -> a{astyle=s} Nothing -> a -- | 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 -- | 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 :: Amount -> String showAmount = showAmountHelper False -- | Colour version. For a negative amount, adds ANSI codes to change the colour, -- currently to hard-coded red. cshowAmount :: Amount -> String cshowAmount a = (if isNegativeAmount a then color Dull Red else id) $ showAmountHelper False a showAmountHelper :: Bool -> Amount -> String showAmountHelper _ Amount{acommodity="AUTO"} = "" showAmountHelper showzerocommodity a@Amount{acommodity=c, aprice=mp, astyle=AmountStyle{..}} = case ascommodityside of L -> printf "%s%s%s%s" (T.unpack c') space quantity' price R -> printf "%s%s%s%s" quantity' space (T.unpack c') price where quantity = showamountquantity a (quantity',c') | amountLooksZero a && not showzerocommodity = ("0","") | otherwise = (quantity, quoteCommoditySymbolIfNeeded c) space = if not (T.null c') && ascommodityspaced then " " else "" :: String price = showAmountPrice mp -- | Like showAmount, but show a zero amount's commodity if it has one. showAmountWithZeroCommodity :: Amount -> String showAmountWithZeroCommodity = showAmountHelper True -- | Get the string representation of the number part of of an amount, -- using the display settings from its commodity. showamountquantity :: Amount -> String showamountquantity amt@Amount{astyle=AmountStyle{asdecimalpoint=mdec, asdigitgroups=mgrps}} = punctuatenumber (fromMaybe '.' mdec) mgrps . show $ amountRoundedQuantity amt -- | Replace a number string's decimal mark with the specified -- character, and add the specified digit group marks. The last digit -- group will be repeated as needed. punctuatenumber :: Char -> Maybe DigitGroupStyle -> String -> String punctuatenumber dec mgrps s = sign ++ reverse (applyDigitGroupStyle mgrps (reverse int)) ++ frac'' where (sign,num) = break isDigit s (int,frac) = break (=='.') num frac' = dropWhile (=='.') frac frac'' | null frac' = "" | otherwise = dec:frac' applyDigitGroupStyle :: Maybe DigitGroupStyle -> String -> String applyDigitGroupStyle Nothing s = s applyDigitGroupStyle (Just (DigitGroups c gs)) s = addseps (repeatLast gs) s where addseps [] s = s addseps (g:gs) s | toInteger (length s) <= toInteger g = s | otherwise = let (part,rest) = genericSplitAt g s in part ++ c : addseps gs rest repeatLast [] = [] repeatLast gs = init gs ++ repeat (last gs) -- 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' = findWithDefault s c styles ------------------------------------------------------------------------------- -- MixedAmount instance Num MixedAmount where fromInteger i = Mixed [fromInteger i] negate (Mixed as) = Mixed $ map negate as (+) (Mixed as) (Mixed bs) = normaliseMixedAmount $ Mixed $ as ++ bs (*) = 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" -- | The empty mixed amount. nullmixedamt :: MixedAmount nullmixedamt = Mixed [] -- | A temporary value for parsed transactions which had no amount specified. missingmixedamt :: MixedAmount missingmixedamt = Mixed [missingamt] -- | Convert amounts in various commodities into a normalised MixedAmount. mixed :: [Amount] -> MixedAmount mixed = normaliseMixedAmount . Mixed -- | Simplify 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 -- normaliseMixedAmount :: MixedAmount -> MixedAmount normaliseMixedAmount = normaliseHelper False normaliseHelper :: Bool -> MixedAmount -> MixedAmount normaliseHelper squashprices (Mixed as) | missingamt `elem` as = missingmixedamt -- missingamt should always be alone, but detect it even if not | null nonzeros = Mixed [newzero] | otherwise = Mixed nonzeros where newzero = lastDef nullamt $ filter (not . T.null . acommodity) zeros (zeros, nonzeros) = partition amountIsZero $ map sumSimilarAmountsUsingFirstPrice $ groupBy groupfn $ sortBy sortfn as sortfn | squashprices = compare `on` acommodity | otherwise = compare `on` \a -> (acommodity a, aprice a) groupfn | squashprices = (==) `on` acommodity | otherwise = \a1 a2 -> acommodity a1 == acommodity a2 && combinableprices a1 a2 combinableprices Amount{aprice=Nothing} Amount{aprice=Nothing} = True combinableprices Amount{aprice=Just (UnitPrice p1)} Amount{aprice=Just (UnitPrice p2)} = p1 == p2 combinableprices _ _ = False -- | Like normaliseMixedAmount, but combine each commodity's amounts -- into just one by throwing away all prices except the first. This is -- only used as a rendering helper, and could show a misleading price. normaliseMixedAmountSquashPricesForDisplay :: MixedAmount -> MixedAmount normaliseMixedAmountSquashPricesForDisplay = normaliseHelper True -- | Unify a MixedAmount to a single commodity value if possible. -- Like normaliseMixedAmount, 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 sumSimilarAmountsUsingFirstPrice [] = nullamt sumSimilarAmountsUsingFirstPrice as = (sumStrict as){aprice=aprice $ head as} -- -- | 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 -- | Get a mixed amount's component amounts. amounts :: MixedAmount -> [Amount] amounts (Mixed as) = as -- | Filter a mixed amount's component amounts by a predicate. filterMixedAmount :: (Amount -> Bool) -> MixedAmount -> MixedAmount filterMixedAmount p (Mixed as) = Mixed $ filter p as -- | 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 as) = Mixed as' where as' = case filter ((==c) . acommodity) as of [] -> [nullamt{acommodity=c}] as'' -> [sum as''] -- | Apply a transform to a mixed amount's component 'Amount's. mapMixedAmount :: (Amount -> Amount) -> MixedAmount -> MixedAmount mapMixedAmount f (Mixed as) = Mixed $ map f as -- | Convert all component amounts to cost/selling price where -- possible (see amountCost). mixedAmountCost :: MixedAmount -> MixedAmount mixedAmountCost (Mixed as) = Mixed $ map amountCost as -- | Divide a mixed amount's quantities by a constant. divideMixedAmount :: Quantity -> MixedAmount -> MixedAmount divideMixedAmount n = mapMixedAmount (divideAmount n) -- | Multiply a mixed amount's quantities by a constant. multiplyMixedAmount :: Quantity -> MixedAmount -> MixedAmount multiplyMixedAmount n = mapMixedAmount (multiplyAmount n) -- | Divide a mixed amount's quantities (and total prices, if any) by a constant. -- The total prices will be kept positive regardless of the multiplier's sign. divideMixedAmountAndPrice :: Quantity -> MixedAmount -> MixedAmount divideMixedAmountAndPrice n = mapMixedAmount (divideAmountAndPrice n) -- | Multiply a mixed amount's quantities (and total prices, if any) by a constant. -- The total prices will be kept positive regardless of the multiplier's sign. multiplyMixedAmountAndPrice :: Quantity -> MixedAmount -> MixedAmount multiplyMixedAmountAndPrice n = mapMixedAmount (multiplyAmountAndPrice n) -- | Calculate the average of some mixed amounts. averageMixedAmounts :: [MixedAmount] -> MixedAmount averageMixedAmounts [] = 0 averageMixedAmounts as = fromIntegral (length as) `divideMixedAmount` sum 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 $ normaliseMixedAmountSquashPricesForDisplay 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 ? mixedAmountLooksZero :: MixedAmount -> Bool mixedAmountLooksZero = all amountLooksZero . amounts . normaliseMixedAmountSquashPricesForDisplay -- | Is this mixed amount exactly zero, ignoring display precisions ? mixedAmountIsZero :: MixedAmount -> Bool mixedAmountIsZero = all amountIsZero . amounts . normaliseMixedAmountSquashPricesForDisplay -- -- | 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' = normaliseMixedAmountSquashPricesForDisplay a -- b' = normaliseMixedAmountSquashPricesForDisplay 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 (Mixed as) = Mixed $ map (styleAmount styles) as -- | 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 :: MixedAmount -> String showMixedAmount = showMixedAmountHelper False False -- | Like showMixedAmount, but zero amounts are shown with their -- commodity if they have one. showMixedAmountWithZeroCommodity :: MixedAmount -> String showMixedAmountWithZeroCommodity = showMixedAmountHelper True False -- | Get the one-line string representation of a mixed amount. showMixedAmountOneLine :: MixedAmount -> String showMixedAmountOneLine = showMixedAmountHelper False True showMixedAmountHelper :: Bool -> Bool -> MixedAmount -> String showMixedAmountHelper showzerocommodity useoneline m = join $ map showamt $ amounts $ normaliseMixedAmountSquashPricesForDisplay m where join | useoneline = intercalate ", " | otherwise = vConcatRightAligned showamt | showzerocommodity = showAmountWithZeroCommodity | otherwise = showAmount -- | Compact labelled trace of a mixed amount, for debugging. ltraceamount :: String -> MixedAmount -> MixedAmount ltraceamount s = traceWith (((s ++ ": ") ++).showMixedAmount) -- | Set the display precision in the amount's commodities. setMixedAmountPrecision :: AmountPrecision -> MixedAmount -> MixedAmount setMixedAmountPrecision p (Mixed as) = Mixed $ map (setAmountPrecision p) as -- | Get the string representation of a mixed amount, showing each of its -- component amounts with the specified precision, ignoring their -- commoditys' display precision settings. showMixedAmountWithPrecision :: AmountPrecision -> MixedAmount -> String showMixedAmountWithPrecision p m = vConcatRightAligned $ map (showAmountWithPrecision p) $ amounts $ normaliseMixedAmountSquashPricesForDisplay m -- | Get an unambiguous string representation of a mixed amount for debugging. showMixedAmountDebug :: MixedAmount -> String showMixedAmountDebug m | m == missingmixedamt = "(missing)" | otherwise = printf "Mixed [%s]" as where as = intercalate "\n " $ map showAmountDebug $ amounts m -- TODO these and related fns are comically complicated: -- | 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 :: Bool -> MixedAmount -> String showMixedAmountWithoutPrice c m = intercalate "\n" $ map showamt as where Mixed as = normaliseMixedAmountSquashPricesForDisplay $ mixedAmountStripPrices m showamt a = (if c && isNegativeAmount a then color Dull Red else id) $ printf (printf "%%%ds" width) $ showAmountWithoutPrice c a where width = fromMaybe 0 . maximumMay $ map (length . showAmount) as mixedAmountStripPrices :: MixedAmount -> MixedAmount mixedAmountStripPrices (Mixed as) = Mixed $ map (\a -> a{aprice=Nothing}) as -- | 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 :: Bool -> MixedAmount -> String showMixedAmountOneLineWithoutPrice c m = intercalate ", " $ map (showAmountWithoutPrice c) as where (Mixed as) = normaliseMixedAmountSquashPricesForDisplay $ stripPrices m stripPrices (Mixed as) = Mixed $ map stripprice as where stripprice a = a{aprice=Nothing} -- | Like showMixedAmountOneLineWithoutPrice, but show at most two commodities, -- with a elision indicator if there are more. -- With a True argument, adds ANSI codes to show negative amounts in red. showMixedAmountElided :: Bool -> MixedAmount -> String showMixedAmountElided c m = intercalate ", " $ take 2 astrs ++ elisionstr where astrs = map (showAmountWithoutPrice c) as where (Mixed as) = normaliseMixedAmountSquashPricesForDisplay $ stripPrices m where stripPrices (Mixed as) = Mixed $ map stripprice as where stripprice a = a{aprice=Nothing} elisionstr | n > 2 = [show (n - 2) ++ " more.."] | otherwise = [] where n = length astrs -- | Canonicalise a mixed amount's display styles using the provided commodity style map. canonicaliseMixedAmount :: M.Map CommoditySymbol AmountStyle -> MixedAmount -> MixedAmount canonicaliseMixedAmount styles (Mixed as) = Mixed $ map (canonicaliseAmount styles) as -- | Replace each component amount's TotalPrice, if it has one, with an equivalent UnitPrice. -- Has no effect on amounts without one. -- Does Decimal division, might be some rounding/irrational number issues. mixedAmountTotalPriceToUnitPrice :: MixedAmount -> MixedAmount mixedAmountTotalPriceToUnitPrice (Mixed as) = Mixed $ map amountTotalPriceToUnitPrice as ------------------------------------------------------------------------------- -- tests tests_Amount = tests "Amount" [ tests "Amount" [ test "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) ,test "amountLooksZero" $ do assertBool "" $ amountLooksZero amount assertBool "" $ amountLooksZero $ usd 0 ,test "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} ,test "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) ,test "showAmount" $ do showAmount (usd 0 + gbp 0) @?= "0" ] ,tests "MixedAmount" [ test "adding mixed amounts to zero, the commodity and amount style are preserved" $ sum (map (Mixed . (:[])) [usd 1.25 ,usd (-1) `withPrecision` Precision 3 ,usd (-0.25) ]) @?= Mixed [usd 0 `withPrecision` Precision 3] ,test "adding mixed amounts with total prices" $ do sum (map (Mixed . (:[])) [usd 1 @@ eur 1 ,usd (-2) @@ eur 1 ]) @?= Mixed [usd 1 @@ eur 1 ,usd (-2) @@ eur 1 ] ,test "showMixedAmount" $ do showMixedAmount (Mixed [usd 1]) @?= "$1.00" showMixedAmount (Mixed [usd 1 `at` eur 2]) @?= "$1.00 @ €2.00" showMixedAmount (Mixed [usd 0]) @?= "0" showMixedAmount (Mixed []) @?= "0" showMixedAmount missingmixedamt @?= "" ,test "showMixedAmountWithoutPrice" $ do let a = usd 1 `at` eur 2 showMixedAmountWithoutPrice False (Mixed [a]) @?= "$1.00" showMixedAmountWithoutPrice False (Mixed [a, -a]) @?= "0" ,tests "normaliseMixedAmount" [ test "a missing amount overrides any other amounts" $ normaliseMixedAmount (Mixed [usd 1, missingamt]) @?= missingmixedamt ,test "unpriced same-commodity amounts are combined" $ normaliseMixedAmount (Mixed [usd 0, usd 2]) @?= Mixed [usd 2] ,test "amounts with same unit price are combined" $ normaliseMixedAmount (Mixed [usd 1 `at` eur 1, usd 1 `at` eur 1]) @?= Mixed [usd 2 `at` eur 1] ,test "amounts with different unit prices are not combined" $ normaliseMixedAmount (Mixed [usd 1 `at` eur 1, usd 1 `at` eur 2]) @?= Mixed [usd 1 `at` eur 1, usd 1 `at` eur 2] ,test "amounts with total prices are not combined" $ normaliseMixedAmount (Mixed [usd 1 @@ eur 1, usd 1 @@ eur 1]) @?= Mixed [usd 1 @@ eur 1, usd 1 @@ eur 1] ] ,test "normaliseMixedAmountSquashPricesForDisplay" $ do normaliseMixedAmountSquashPricesForDisplay (Mixed []) @?= Mixed [nullamt] assertBool "" $ mixedAmountLooksZero $ normaliseMixedAmountSquashPricesForDisplay (Mixed [usd 10 ,usd 10 @@ eur 7 ,usd (-10) ,usd (-10) @@ eur 7 ]) ] ]