simonmichael
commented
5 years ago Thanks @sbridges. Some notes:
Use cases
- Sometimes you want amounts as they are displayed in reports - I’ll call these “human readable amounts”. Eg you are importing a balance report into a spreadsheet, you want the currency symbol attached so it knows they are money.
- Sometimes you want machine readable numbers in a standard format - eg period decimal mark, no digit group mark - and the currency symbol separated. Eg for reading by other software like ledgerble.
- Sometimes you may want something in between.
Notes
- Ultimately all hledger reports are intended to support CSV output. These should be considered individually, but all should use a common approach.
- Reports are also Intended to support JSON output, which would be another way to get machine readable data. But machine readable CSV is worth having as well, I think.
- Any amount can be multi-currency. In the current CSV, these appear as comma separated amounts, as in bs/cf/is reports. This is compact and clear for a human, who may decide to adjust the report to get a single currency. It’s obviously not too readable by a machine. (* reasonably clear - comma can also be used as decimal mark)
Ideas
More machine-readable numbers
- Each amount column can be replaced or augmented with similarly named commodity and quantity columns.
- Quantity columns would use period decimal mark, no digit grouping, and the commodity’s display precision.
Signalling multicommodity amounts
- Any multicommodity amount could show a —- mark in the commodity and quantity column, signaling to the user that they may want to convert the report to a single currency.
Representing multicommodity amounts
- Multicommodity amounts could generate multiple commodityN/quantityN column pairs (so CSV width may vary).
- When an amount does not contain any of a particular commodity, the corresponding commodity/quantity fields are empty.
- When there are multiple amount columns (register report, multi balance reports), the commodityN’s should probably consistently apply to the same commodity. This suggests you’d need M commodity/quantity columns for each amount column, where M is the number of commodities in the whole report.
- This can create a lot of clutter, especially in multi balance reports. To improve readability for humans, all commodity/quantity columns could be moved to the right edge. Their names would indicate which amount column and commodity they represent. Eg “Jan commodity1”, “2019q1 quantity2”, “Average commodity2”.
- Or, column names could use the commodity symbols instead of N: “Jan $”, “Jan $ quantity”, “2019q1 EUR, “Average EUR” quantity. Commodity columns would repeat the symbol redundantly in the name and values, but for machine readability perhaps that would be right.
UI
- Separate human.csv and machine.csv formats
- Combined reports, including both human and machine columns
- User control of amount format (all aspects of amount styles). For simplicity, let it affect all commodities. Eg: —number-format=“commodity separate; decimal-mark , ; digit-group-mark none; decimals 2;”. Useful for all output formats, not just csv.
sbridges
In regards to,
https://github.com/sbridges/ledgerble/commit/2cb299f7dbdcbe360d765eb8073da890056ea84d#r35514963
It would be nice to have an easily machine readable output from hledger. The current csv format inconsistently formats values, and doesn't separate the currency from the value.
Having the account type for each entry would also be very useful.