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amount.h

#ifndef _AMOUNT_H
#define _AMOUNT_H

#include <map>
#include <stack>
#include <string>
#include <cctype>
#include <iostream>
#include <sstream>
#include <cassert>
#include <exception>

#include "datetime.h"
#include "debug.h"
#include "error.h"

namespace ledger {

extern bool do_cleanup;

class commodity_t;

class amount_t
{
 public:
  class bigint_t;

  static bool keep_price;
  static bool keep_date;
  static bool keep_tag;
  static bool keep_base;

 protected:
  void _init();
  void _copy(const amount_t& amt);
  void _release();
  void _dup();
  void _resize(unsigned int prec);

  void _clear() {
    if (quantity) {
      assert(commodity_);
      _release();
      quantity   = NULL;
      commodity_ = NULL;
    } else {
      assert(! commodity_);
    }
  }

  bigint_t *      quantity;
  commodity_t *   commodity_;

 public:
  // constructors
  amount_t() : quantity(NULL), commodity_(NULL) {}
  amount_t(const amount_t& amt) : quantity(NULL) {
    if (amt.quantity)
      _copy(amt);
    else
      commodity_ = NULL;
  }
  amount_t(const std::string& value) : quantity(NULL) {
    parse(value);
  }
  amount_t(const char * value) : quantity(NULL) {
    parse(value);
  }
  amount_t(const bool value);
  amount_t(const long value);
  amount_t(const unsigned long value);
  amount_t(const double value);

  // destructor
  ~amount_t() {
    if (quantity)
      _release();
  }

  commodity_t& commodity() const;
  void set_commodity(commodity_t& comm) {
    commodity_ = &comm;
  }
  void annotate_commodity(const amount_t&    price,
                    const datetime_t&  date = datetime_t(),
                    const std::string& tag  = "");
  amount_t strip_annotations(const bool _keep_price = keep_price,
                       const bool _keep_date  = keep_date,
                       const bool _keep_tag   = keep_tag) const;
  void clear_commodity() {
    commodity_ = NULL;
  }
  amount_t price() const;
  datetime_t date() const;

  bool null() const {
    return ! quantity && ! commodity_;
  }

  std::string quantity_string() const;

  // assignment operator
  amount_t& operator=(const amount_t& amt);
  amount_t& operator=(const std::string& value);
  amount_t& operator=(const char * value);
  amount_t& operator=(const bool value);
  amount_t& operator=(const long value);
  amount_t& operator=(const unsigned long value);
  amount_t& operator=(const double value);

  // general methods
  amount_t round(unsigned int prec) const;
  amount_t round() const;
  amount_t unround() const;

  // in-place arithmetic
  amount_t& operator+=(const amount_t& amt);
  amount_t& operator-=(const amount_t& amt);
  amount_t& operator*=(const amount_t& amt);
  amount_t& operator/=(const amount_t& amt);

  template <typename T>
  amount_t& operator+=(T value) {
    return *this += amount_t(value);
  }
  template <typename T>
  amount_t& operator-=(T value) {
    return *this -= amount_t(value);
  }
  template <typename T>
  amount_t& operator*=(T value) {
    return *this *= amount_t(value);
  }
  template <typename T>
  amount_t& operator/=(T value) {
    return *this /= amount_t(value);
  }

  // simple arithmetic
  amount_t operator+(const amount_t& amt) const {
    amount_t temp = *this;
    temp += amt;
    return temp;
  }
  amount_t operator-(const amount_t& amt) const {
    amount_t temp = *this;
    temp -= amt;
    return temp;
  }
  amount_t operator*(const amount_t& amt) const {
    amount_t temp = *this;
    temp *= amt;
    return temp;
  }
  amount_t operator/(const amount_t& amt) const {
    amount_t temp = *this;
    temp /= amt;
    return temp;
  }

  template <typename T>
  amount_t operator+(T value) const {
    amount_t temp = *this;
    temp += value;
    return temp;
  }
  template <typename T>
  amount_t operator-(T value) const {
    amount_t temp = *this;
    temp -= value;
    return temp;
  }
  template <typename T>
  amount_t operator*(T value) const {
    amount_t temp = *this;
    temp *= value;
    return temp;
  }
  template <typename T>
  amount_t operator/(T value) const {
    amount_t temp = *this;
    temp /= value;
    return temp;
  }

  // unary negation
  void negate();
  amount_t negated() const {
    amount_t temp = *this;
    temp.negate();
    return temp;
  }
  amount_t operator-() const {
    return negated();
  }

  // test for non-zero (use ! for zero)
  operator bool() const;
  operator long() const;
  operator double() const;

  bool realzero() const;

  // comparisons between amounts
  int compare(const amount_t& amt) const;

  bool operator<(const amount_t& amt) const {
    return compare(amt) < 0;
  }
  bool operator<=(const amount_t& amt) const {
    return compare(amt) <= 0;
  }
  bool operator>(const amount_t& amt) const {
    return compare(amt) > 0;
  }
  bool operator>=(const amount_t& amt) const {
    return compare(amt) >= 0;
  }
  bool operator==(const amount_t& amt) const;
  bool operator!=(const amount_t& amt) const;

  template <typename T>
  void parse_num(T num) {
    std::ostringstream temp;
    temp << num;
    std::istringstream in(temp.str());
    parse(in);
  }

  int sign() const;

  // POD comparisons
#define AMOUNT_CMP_INT(OP)                \
  template <typename T>                   \
  bool operator OP (T num) const {        \
    if (num == 0) {                       \
      return sign() OP 0;                 \
    } else {                              \
      amount_t amt;                       \
      amt.parse_num(num);                 \
      return *this OP amt;                \
    }                               \
  }

  AMOUNT_CMP_INT(<)
  AMOUNT_CMP_INT(<=)
  AMOUNT_CMP_INT(>)
  AMOUNT_CMP_INT(>=)
  AMOUNT_CMP_INT(==)

  template <typename T>
  bool operator!=(T num) const {
    return ! (*this == num);
  }

  amount_t value(const datetime_t& moment) const;

  void abs() {
    if (*this < 0)
      negate();
  }

#define AMOUNT_PARSE_NO_MIGRATE 0x01
#define AMOUNT_PARSE_NO_REDUCE  0x02

  void parse(std::istream& in, unsigned char flags = 0);
  void parse(const std::string& str, unsigned char flags = 0);
  void reduce();

  amount_t reduced() const {
    amount_t temp(*this);
    temp.reduce();
    return temp;
  }

  void read_quantity(char *& data);
  void read_quantity(std::istream& in);
  void write_quantity(std::ostream& out) const;

  bool valid() const;

  // Classes that are friends, and help to implement this class

  friend std::ostream& operator<<(std::ostream& out, const amount_t& amt);
  friend std::istream& operator>>(std::istream& in, amount_t& amt);

  friend unsigned int sizeof_bigint_t();

  friend void read_binary_amount(char *& data, amount_t& amt);
  friend void write_binary_amount(std::ostream& out, const amount_t& amt);

  // This function is special, and exists only to support a custom
  // optimization in binary.cc (which offers a significant enough gain
  // to be worth the trouble).

  friend void clean_commodity_history(char * item_pool,
                              char * item_pool_end);

  friend void parse_annotations(std::istream& in, amount_t& price,
                        datetime_t& date, std::string& tag);
};

unsigned int sizeof_bigint_t();

void parse_quantity(std::istream& in, std::string& value);
void parse_commodity(std::istream& in, std::string& symbol);
void parse_annotations(std::istream& in, const std::string& symbol,
                   std::string& name, std::string& price,
                   std::string& date, std::string& tag);
void parse_conversion(const std::string& larger,
                  const std::string& smaller);

inline bool is_quote_or_paren(char * p) {
  return *p == '"' || *p == '{' || *p == '[' || *p == '(';
}

inline char * scan_past_quotes_and_parens(char * expr)
{
  std::stack<char> paren_stack;

  char * p;
  for (p = expr; *p; p++) {
    if (*p == '"' ||
      ((*p == '(' || ((*p == '{' || *p == '[') &&
                  paren_stack.top() != '(')) &&
       paren_stack.top() != '"')) {
      paren_stack.push(*p);
    }
    else if ((*p == ')' && paren_stack.top() == '(') ||
           (*p == '}' && paren_stack.top() == '{') ||
           (*p == ']' && paren_stack.top() == '[') ||
           (*p == '"' && paren_stack.top() == '"')) {
      paren_stack.pop();
      if (paren_stack.size() == 0)
      break;
    }
  }
  return p;
}

inline amount_t abs(const amount_t& amt) {
  return amt < 0 ? amt.negated() : amt;
}

std::ostream& operator<<(std::ostream& out, const amount_t& amt);

inline std::istream& operator>>(std::istream& in, amount_t& amt) {
  amt.parse(in);
  return in;
}


#define COMMODITY_STYLE_DEFAULTS   0x0000
#define COMMODITY_STYLE_SUFFIXED   0x0001
#define COMMODITY_STYLE_SEPARATED  0x0002
#define COMMODITY_STYLE_EUROPEAN   0x0004
#define COMMODITY_STYLE_THOUSANDS  0x0008
#define COMMODITY_STYLE_NOMARKET   0x0010
#define COMMODITY_STYLE_BUILTIN    0x0020

typedef std::map<const datetime_t, amount_t>  history_map;
typedef std::pair<const datetime_t, amount_t> history_pair;

class commodity_base_t;

typedef std::map<const std::string, commodity_base_t *>  base_commodities_map;
typedef std::pair<const std::string, commodity_base_t *> base_commodities_pair;

class commodity_base_t
{
 public:
  friend class commodity_t;
  friend class annotated_commodity_t;

  typedef unsigned long ident_t;

  ident_t   ident;
  std::string     name;
  std::string     note;
  unsigned char precision;
  unsigned char flags;
  amount_t *      smaller;
  amount_t *      larger;

  commodity_base_t()
    : precision(0), flags(COMMODITY_STYLE_DEFAULTS),
      smaller(NULL), larger(NULL), history(NULL) {}

  commodity_base_t(const std::string& _symbol,
               unsigned int   _precision = 0,
               unsigned int _flags     = COMMODITY_STYLE_DEFAULTS)
    : precision(_precision), flags(_flags),
      smaller(NULL), larger(NULL), symbol(_symbol), history(NULL) {}

  ~commodity_base_t() {
    if (history) delete history;
    if (smaller) delete smaller;
    if (larger)  delete larger;
  }

  static base_commodities_map commodities;
  static commodity_base_t * create(const std::string& symbol);

  std::string symbol;

  struct history_t {
    history_map   prices;
    datetime_t    last_lookup;
    datetime_t    bogus_time;
    history_t() : last_lookup(0), bogus_time(0) {}
  };
  history_t * history;

  void         add_price(const datetime_t& date, const amount_t& price);
  bool         remove_price(const datetime_t& date);
  amount_t value(const datetime_t& moment = datetime_t::now);

  class updater_t {
   public:
    virtual ~updater_t() {}
    virtual void operator()(commodity_base_t& commodity,
                      const datetime_t& moment,
                      const datetime_t& date,
                      const datetime_t& last,
                      amount_t& price) = 0;
  };
  friend class updater_t;

  static updater_t * updater;
};

typedef std::map<const std::string, commodity_t *>  commodities_map;
typedef std::pair<const std::string, commodity_t *> commodities_pair;

class commodity_t
{
  friend class annotated_commodity_t;

 public:
  // This map remembers all commodities that have been defined.

  static commodities_map commodities;
  static bool            commodities_sorted;
  static commodity_t *   null_commodity;
  static commodity_t *   default_commodity;

  static commodity_t * create(const std::string& symbol);
  static commodity_t * find(const std::string& name);
  static commodity_t * find_or_create(const std::string& symbol);

  static bool needs_quotes(const std::string& symbol);

  static void make_alias(const std::string& symbol,
                   commodity_t * commodity);

  // These are specific to each commodity reference

  typedef unsigned long ident_t;

  ident_t        ident;
  commodity_base_t * base;
  std::string          qualified_symbol;
  bool                 annotated;

 public:
  explicit commodity_t() : base(NULL), annotated(false) {}
  virtual ~commodity_t() {}

  operator bool() const {
    return this != null_commodity;
  }
  virtual bool operator==(const commodity_t& comm) const {
    if (comm.annotated)
      return comm == *this;
    return base == comm.base;
  }
  bool operator!=(const commodity_t& comm) const {
    return ! (*this == comm);
  }

  std::string base_symbol() const {
    return base->symbol;
  }
  std::string symbol() const {
    return qualified_symbol;
  }

  void write(std::ostream& out) const {
    out << symbol();
  }

  std::string name() const {
    return base->name;
  }
  void set_name(const std::string& arg) {
    base->name = arg;
  }

  std::string note() const {
    return base->note;
  }
  void set_note(const std::string& arg) {
    base->note = arg;
  }

  unsigned char precision() const {
    return base->precision;
  }
  void set_precision(unsigned char arg) {
    base->precision = arg;
  }

  unsigned char flags() const {
    return base->flags;
  }
  void set_flags(unsigned char arg) {
    base->flags = arg;
  }
  void add_flags(unsigned char arg) {
    base->flags |= arg;
  }
  void drop_flags(unsigned char arg) {
    base->flags &= ~arg;
  }

  amount_t * smaller() const {
    return base->smaller;
  }
  void set_smaller(const amount_t& arg) {
    if (base->smaller)
      delete base->smaller;
    base->smaller = new amount_t(arg);
  }

  amount_t * larger() const {
    return base->larger;
  }
  void set_larger(const amount_t& arg) {
    if (base->larger)
      delete base->larger;
    base->larger = new amount_t(arg);
  }

  commodity_base_t::history_t * history() const {
    return base->history;
  }

  void add_price(const datetime_t& date, const amount_t& price) {
    return base->add_price(date, price);
  }
  bool remove_price(const datetime_t& date) {
    return base->remove_price(date);
  }
  amount_t value(const datetime_t& moment = datetime_t::now) const {
    return base->value(moment);
  }

  bool valid() const;
};

class annotated_commodity_t : public commodity_t
{
 public:
  const commodity_t * ptr;

  amount_t    price;
  datetime_t  date;
  std::string tag;

  explicit annotated_commodity_t() {
    annotated = true;
  }

  virtual bool operator==(const commodity_t& comm) const;

  void write_annotations(std::ostream& out) const {
    annotated_commodity_t::write_annotations(out, price, date, tag);
  }

  static void write_annotations(std::ostream&      out,
                        const amount_t&    price,
                        const datetime_t&  date,
                        const std::string& tag);

 private:
  static commodity_t * create(const commodity_t& comm,
                        const amount_t&    price,
                        const datetime_t&  date,
                        const std::string& tag,
                        const std::string& mapping_key);

  static commodity_t * find_or_create(const commodity_t& comm,
                              const amount_t&    price,
                              const datetime_t&  date,
                              const std::string& tag);

  friend class amount_t;
};

inline std::ostream& operator<<(std::ostream& out,
                        const commodity_t& comm) {
  out << comm.symbol();
  return out;
}

inline amount_t amount_t::round() const {
  return round(commodity().precision());
}

inline commodity_t& amount_t::commodity() const {
  if (! commodity_)
    return *commodity_t::null_commodity;
  else
    return *commodity_;
}

class amount_error : public error {
 public:
  amount_error(const std::string& reason) throw() : error(reason) {}
  virtual ~amount_error() throw() {}
};

struct compare_amount_commodities {
  bool operator()(const amount_t * left, const amount_t * right) const;
};

} // namespace ledger

#endif // _AMOUNT_H

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