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Sourcecode: ledger version File versions

walk.h

#ifndef _WALK_H
#define _WALK_H

#include "journal.h"
#include "balance.h"
#include "valexpr.h"
#include "datetime.h"

#include <iostream>
#include <fstream>
#include <deque>

namespace ledger {

template <typename T>
struct item_handler {
  item_handler * handler;

 public:
  item_handler() : handler(NULL) {
    DEBUG_PRINT("ledger.memory.ctors", "ctor item_handler<T>");
  }
  item_handler(item_handler * _handler) : handler(_handler) {
    DEBUG_PRINT("ledger.memory.ctors", "ctor item_handler<T>");
  }
  virtual ~item_handler() {
    DEBUG_PRINT("ledger.memory.dtors", "dtor item_handler<T>");
  }

  virtual void flush() {
    if (handler)
      handler->flush();
  }
  virtual void operator()(T& item) {
    if (handler)
      (*handler)(item);
  }
};

template <typename T>
class compare_items {
  const value_expr_t * sort_order;
 public:
  compare_items(const value_expr_t * _sort_order)
    : sort_order(_sort_order) {
    assert(sort_order);
  }
  bool operator()(const T * left, const T * right);
};

template <typename T>
bool compare_items<T>::operator()(const T * left, const T * right)
{
  assert(left);
  assert(right);

  value_t left_result;
  value_t right_result;
  guarded_compute(sort_order, left_result, details_t(*left));
  guarded_compute(sort_order, right_result, details_t(*right));

  return left_result < right_result;
}

template <>
bool compare_items<transaction_t>::operator()(const transaction_t * left,
                                    const transaction_t * right);
template <>
bool compare_items<account_t>::operator()(const account_t * left,
                                const account_t * right);

//////////////////////////////////////////////////////////////////////
//
// Transaction handlers
//

#define TRANSACTION_RECEIVED   0x0001
#define TRANSACTION_HANDLED    0x0002
#define TRANSACTION_TO_DISPLAY 0x0004
#define TRANSACTION_DISPLAYED  0x0008
#define TRANSACTION_NO_TOTAL   0x0010
#define TRANSACTION_SORT_CALC  0x0020
#define TRANSACTION_COMPOUND   0x0040
#define TRANSACTION_MATCHES    0x0080

struct transaction_xdata_t
{
  value_t    total;
  value_t    sort_value;
  value_t    value;
  unsigned int   index;
  unsigned short dflags;
  datetime_t     date;
  account_t *    account;
  void *         ptr;

  transactions_list * component_xacts;

  transaction_xdata_t()
    : index(0), dflags(0),
      account(NULL), ptr(NULL), component_xacts(NULL) {
    DEBUG_PRINT("ledger.memory.ctors", "ctor transaction_xdata_t " << this);
  }

  ~transaction_xdata_t() {
    DEBUG_PRINT("ledger.memory.dtors", "dtor transaction_xdata_t " << this);
    if (component_xacts)
      delete component_xacts;
  }

  void remember_xact(transaction_t& xact) {
    if (! component_xacts)
      component_xacts = new transactions_list;
    component_xacts->push_back(&xact);
  }

  bool have_component_xacts() const {
    return component_xacts != NULL && ! component_xacts->empty();
  }

  void copy_component_xacts(transactions_list& xacts) {
    for (transactions_list::const_iterator i = xacts.begin();
       i != xacts.end();
       i++)
      remember_xact(**i);
  }

  void walk_component_xacts(item_handler<transaction_t>& handler) const {
    for (transactions_list::const_iterator i = component_xacts->begin();
       i != component_xacts->end();
       i++)
      handler(**i);
  }
};

inline bool transaction_has_xdata(const transaction_t& xact) {
  return xact.data != NULL;
}

inline transaction_xdata_t& transaction_xdata_(const transaction_t& xact) {
  return *((transaction_xdata_t *) xact.data);
}

transaction_xdata_t& transaction_xdata(const transaction_t& xact);
void add_transaction_to(const transaction_t& xact, value_t& value);

inline account_t * xact_account(transaction_t& xact) {
  account_t * account = transaction_xdata(xact).account;
  if (account)
    return account;
  return xact.account;
}

inline const account_t * xact_account(const transaction_t& xact) {
  return xact_account(const_cast<transaction_t&>(xact));
}

//////////////////////////////////////////////////////////////////////

inline void walk_transactions(transactions_list::iterator begin,
                        transactions_list::iterator end,
                        item_handler<transaction_t>& handler) {
  for (transactions_list::iterator i = begin; i != end; i++)
    handler(**i);
}

inline void walk_transactions(transactions_list& list,
                        item_handler<transaction_t>& handler) {
  walk_transactions(list.begin(), list.end(), handler);
}

inline void walk_entries(entries_list::iterator       begin,
                   entries_list::iterator       end,
                   item_handler<transaction_t>& handler) {
  for (entries_list::iterator i = begin; i != end; i++)
    walk_transactions((*i)->transactions, handler);
}

inline void walk_entries(entries_list& list,
                   item_handler<transaction_t>& handler) {
  walk_entries(list.begin(), list.end(), handler);
}

//////////////////////////////////////////////////////////////////////

class ignore_transactions : public item_handler<transaction_t>
{
 public:
  virtual void operator()(transaction_t& xact) {}
};

class clear_transaction_xdata : public item_handler<transaction_t>
{
 public:
  virtual void operator()(transaction_t& xact) {
    if (xact.data) {
      delete (transaction_xdata_t *) xact.data;
      xact.data = NULL;
    }
  }
};

class truncate_entries : public item_handler<transaction_t>
{
  int head_count;
  int tail_count;

  transactions_list xacts;

 public:
  truncate_entries(item_handler<transaction_t> * handler,
               int _head_count, int _tail_count)
    : item_handler<transaction_t>(handler),
      head_count(_head_count), tail_count(_tail_count) {}

  virtual void flush();
  virtual void operator()(transaction_t& xact) {
    xacts.push_back(&xact);
  }
};

class set_account_value : public item_handler<transaction_t>
{
 public:
  set_account_value(item_handler<transaction_t> * handler = NULL)
    : item_handler<transaction_t>(handler) {}

  virtual void operator()(transaction_t& xact);
};

class push_to_transactions_list : public item_handler<transaction_t>
{
 public:
  transactions_list& xact_list;

  push_to_transactions_list(transactions_list& _xact_list)
    : xact_list(_xact_list) {}

  virtual void operator()(transaction_t& xact) {
    xact_list.push_back(&xact);
  }
};

class sort_transactions : public item_handler<transaction_t>
{
  typedef std::deque<transaction_t *> transactions_deque;

  transactions_deque   transactions;
  const value_expr_t * sort_order;

 public:
  sort_transactions(item_handler<transaction_t> * handler,
                const value_expr_t * _sort_order)
    : item_handler<transaction_t>(handler),
      sort_order(_sort_order->acquire()) {}

  sort_transactions(item_handler<transaction_t> * handler,
                const std::string& _sort_order)
    : item_handler<transaction_t>(handler) {
    assert(! _sort_order.empty());
    sort_order = parse_value_expr(_sort_order)->acquire();
  }

  virtual ~sort_transactions() {
    assert(sort_order);
    sort_order->release();
  }

  virtual void post_accumulated_xacts();

  virtual void flush() {
    post_accumulated_xacts();
    item_handler<transaction_t>::flush();
  }

  virtual void operator()(transaction_t& xact) {
    transactions.push_back(&xact);
  }
};

class sort_entries : public item_handler<transaction_t>
{
  sort_transactions sorter;
  entry_t * last_entry;

 public:
  sort_entries(item_handler<transaction_t> * handler,
             const value_expr_t * _sort_order)
    : sorter(handler, _sort_order) {}

  sort_entries(item_handler<transaction_t> * handler,
             const std::string& _sort_order)
    : sorter(handler, _sort_order) {}

  virtual void flush() {
    sorter.flush();
    item_handler<transaction_t>::flush();
  }

  virtual void operator()(transaction_t& xact) {
    if (last_entry && xact.entry != last_entry)
      sorter.post_accumulated_xacts();

    sorter(xact);

    last_entry = xact.entry;
  }
};

class filter_transactions : public item_handler<transaction_t>
{
  item_predicate<transaction_t> pred;

 public:
  filter_transactions(item_handler<transaction_t> * handler,
                  const value_expr_t * predicate)
    : item_handler<transaction_t>(handler), pred(predicate) {}

  filter_transactions(item_handler<transaction_t> * handler,
                  const std::string& predicate)
    : item_handler<transaction_t>(handler), pred(predicate) {}

  virtual void operator()(transaction_t& xact) {
    if (pred(xact)) {
      transaction_xdata(xact).dflags |= TRANSACTION_MATCHES;
      (*handler)(xact);
    }
  }
};

class calc_transactions : public item_handler<transaction_t>
{
  transaction_t * last_xact;

 public:
  calc_transactions(item_handler<transaction_t> * handler)
    : item_handler<transaction_t>(handler), last_xact(NULL) {}

  virtual void operator()(transaction_t& xact);
};

class invert_transactions : public item_handler<transaction_t>
{
 public:
  invert_transactions(item_handler<transaction_t> * handler)
    : item_handler<transaction_t>(handler) {}

  virtual void operator()(transaction_t& xact);
};

inline void clear_entries_transactions(std::list<entry_t>& entries_list) {
  for (std::list<entry_t>::iterator i = entries_list.begin();
       i != entries_list.end();
       i++)
    (*i).transactions.clear();
}

class collapse_transactions : public item_handler<transaction_t>
{
  value_t     subtotal;
  unsigned int    count;
  entry_t *       last_entry;
  transaction_t * last_xact;
  account_t       totals_account;

  std::list<entry_t>       entry_temps;
  std::list<transaction_t> xact_temps;

 public:
  collapse_transactions(item_handler<transaction_t> * handler)
    : item_handler<transaction_t>(handler), count(0),
      last_entry(NULL), last_xact(NULL),
      totals_account(NULL, "<Total>") {}

  ~collapse_transactions() {
    clear_entries_transactions(entry_temps);
  }

  virtual void flush() {
    if (subtotal)
      report_subtotal();
    item_handler<transaction_t>::flush();
  }

  void report_subtotal();

  virtual void operator()(transaction_t& xact);
};

class component_transactions : public item_handler<transaction_t>
{
  item_predicate<transaction_t> pred;

 public:
  component_transactions(item_handler<transaction_t> * handler,
                   const value_expr_t * predicate)
    : item_handler<transaction_t>(handler), pred(predicate) {}

  component_transactions(item_handler<transaction_t> * handler,
                   const std::string& predicate)
    : item_handler<transaction_t>(handler), pred(predicate) {}

  virtual void operator()(transaction_t& xact);
};

class related_transactions : public item_handler<transaction_t>
{
  transactions_list transactions;
  bool                also_matching;

 public:
  related_transactions(item_handler<transaction_t> * handler,
                   const bool _also_matching = false)
    : item_handler<transaction_t>(handler),
      also_matching(_also_matching) {}

  virtual void flush();
  virtual void operator()(transaction_t& xact) {
    transaction_xdata(xact).dflags |= TRANSACTION_RECEIVED;
    transactions.push_back(&xact);
  }
};

class changed_value_transactions : public item_handler<transaction_t>
{
  // This filter requires that calc_transactions be used at some point
  // later in the chain.

  bool              changed_values_only;
  transaction_t * last_xact;
  value_t         last_balance;

  std::list<entry_t>       entry_temps;
  std::list<transaction_t> xact_temps;

 public:
  changed_value_transactions(item_handler<transaction_t> * handler,
                       bool _changed_values_only)
    : item_handler<transaction_t>(handler),
      changed_values_only(_changed_values_only), last_xact(NULL) {}

  ~changed_value_transactions() {
    clear_entries_transactions(entry_temps);
  }

  virtual void flush() {
    if (last_xact) {
      output_diff(datetime_t::now);
      last_xact = NULL;
    }
    item_handler<transaction_t>::flush();
  }

  void output_diff(const datetime_t& current);

  virtual void operator()(transaction_t& xact);
};

class subtotal_transactions : public item_handler<transaction_t>
{
  struct acct_value_t {
    account_t *   account;
    value_t value;

    transactions_list components;

    acct_value_t(account_t * a) : account(a) {}
    acct_value_t(account_t * a, value_t& v) : account(a), value(v) {}
    acct_value_t(const acct_value_t& av)
      : account(av.account), value(av.value) {}
  };

  typedef std::map<std::string, acct_value_t>  values_map;
  typedef std::pair<std::string, acct_value_t> values_pair;

 protected:
  values_map values;
  bool       remember_components;

  std::list<entry_t>       entry_temps;
  std::list<transaction_t> xact_temps;

 public:
  datetime_t start;
  datetime_t finish;

  subtotal_transactions(item_handler<transaction_t> * handler,
                  bool _remember_components = false)
    : item_handler<transaction_t>(handler),
      remember_components(_remember_components) {}
#ifdef DEBUG_ENABLED
  subtotal_transactions(const subtotal_transactions&) {
    assert(0);
  }
#endif
  virtual ~subtotal_transactions() {
    clear_entries_transactions(entry_temps);
  }

  void report_subtotal(const char * spec_fmt = NULL);

  virtual void flush() {
    if (values.size() > 0)
      report_subtotal();
    item_handler<transaction_t>::flush();
  }
  virtual void operator()(transaction_t& xact);
};

class interval_expr_error : public error {
 public:
  interval_expr_error(const std::string& reason,
                  error_context * ctxt = NULL) throw()
    : error(reason, ctxt) {}
  virtual ~interval_expr_error() throw() {}
};

class interval_transactions : public subtotal_transactions
{
  interval_t      interval;
  transaction_t * last_xact;
  bool            started;

 public:
  interval_transactions(item_handler<transaction_t> * _handler,
                  const interval_t& _interval,
                  bool remember_components = false)
    : subtotal_transactions(_handler, remember_components),
      interval(_interval), last_xact(NULL), started(false) {}

  interval_transactions(item_handler<transaction_t> * _handler,
                  const std::string& _interval,
                  bool remember_components = false)
    : subtotal_transactions(_handler, remember_components),
      interval(_interval), last_xact(NULL), started(false) {}

  void report_subtotal(const datetime_t& moment = datetime_t());

  virtual void flush() {
    if (last_xact)
      report_subtotal();
    subtotal_transactions::flush();
  }
  virtual void operator()(transaction_t& xact);
};

class by_payee_transactions : public item_handler<transaction_t>
{
  typedef std::map<std::string, subtotal_transactions *>  payee_subtotals_map;
  typedef std::pair<std::string, subtotal_transactions *> payee_subtotals_pair;

  payee_subtotals_map payee_subtotals;
  bool remember_components;

 public:
  by_payee_transactions(item_handler<transaction_t> * handler,
                  bool _remember_components = false)
    : item_handler<transaction_t>(handler),
      remember_components(_remember_components) {}
  virtual ~by_payee_transactions();

  virtual void flush();
  virtual void operator()(transaction_t& xact);
};

class set_comm_as_payee : public item_handler<transaction_t>
{
  std::list<entry_t>       entry_temps;
  std::list<transaction_t> xact_temps;

 public:
  set_comm_as_payee(item_handler<transaction_t> * handler)
    : item_handler<transaction_t>(handler) {}

  ~set_comm_as_payee() {
    clear_entries_transactions(entry_temps);
  }

  virtual void operator()(transaction_t& xact);
};

class set_code_as_payee : public item_handler<transaction_t>
{
  std::list<entry_t>       entry_temps;
  std::list<transaction_t> xact_temps;

 public:
  set_code_as_payee(item_handler<transaction_t> * handler)
    : item_handler<transaction_t>(handler) {}

  ~set_code_as_payee() {
    clear_entries_transactions(entry_temps);
  }

  virtual void operator()(transaction_t& xact);
};

class dow_transactions : public subtotal_transactions
{
  transactions_list days_of_the_week[7];

 public:
  dow_transactions(item_handler<transaction_t> * handler,
               bool remember_components = false)
    : subtotal_transactions(handler, remember_components) {}

  virtual void flush();
  virtual void operator()(transaction_t& xact) {
    days_of_the_week[xact.date().wday()].push_back(&xact);
  }
};

class generate_transactions : public item_handler<transaction_t>
{
 protected:
  typedef std::pair<interval_t, transaction_t *> pending_xacts_pair;
  typedef std::list<pending_xacts_pair>          pending_xacts_list;

  pending_xacts_list       pending_xacts;
  std::list<entry_t>       entry_temps;
  std::list<transaction_t> xact_temps;

 public:
  generate_transactions(item_handler<transaction_t> * handler)
    : item_handler<transaction_t>(handler) {}

  ~generate_transactions() {
    clear_entries_transactions(entry_temps);
  }

  void add_period_entries(period_entries_list& period_entries);

  virtual void add_transaction(const interval_t& period, transaction_t& xact);
};

#define BUDGET_NO_BUDGET  0x00
#define BUDGET_BUDGETED   0x01
#define BUDGET_UNBUDGETED 0x02

class budget_transactions : public generate_transactions
{
  unsigned short flags;

 public:
  budget_transactions(item_handler<transaction_t> * handler,
                  unsigned long _flags = BUDGET_BUDGETED)
    : generate_transactions(handler), flags(_flags) {}

  void report_budget_items(const datetime_t& moment);

  virtual void operator()(transaction_t& xact);
};

class forecast_transactions : public generate_transactions
{
  item_predicate<transaction_t> pred;

 public:
  forecast_transactions(item_handler<transaction_t> * handler,
                  const value_expr_t * predicate)
    : generate_transactions(handler), pred(predicate) {}

  forecast_transactions(item_handler<transaction_t> * handler,
                  const std::string& predicate)
    : generate_transactions(handler), pred(predicate) {}

  virtual void add_transaction(const interval_t& period,
                         transaction_t&    xact);
  virtual void flush();
};


//////////////////////////////////////////////////////////////////////
//
// Account walking functions
//

#define ACCOUNT_TO_DISPLAY     0x0001
#define ACCOUNT_DISPLAYED      0x0002
#define ACCOUNT_SORT_CALC      0x0004
#define ACCOUNT_HAS_NON_VIRTUALS 0x0008
#define ACCOUNT_HAS_UNB_VIRTUALS 0x0010

struct account_xdata_t
{
  value_t    value;
  value_t    total;
  value_t    sort_value;
  unsigned int   count;       // transactions counted toward amount
  unsigned int   total_count; // transactions counted toward total
  unsigned int   virtuals;
  unsigned short dflags;

  account_xdata_t() : count(0), total_count(0), virtuals(0), dflags(0) {}
};

inline bool account_has_xdata(const account_t& account) {
  return account.data != NULL;
}

inline account_xdata_t& account_xdata_(const account_t& account) {
  return *((account_xdata_t *) account.data);
}

account_xdata_t& account_xdata(const account_t& account);

//////////////////////////////////////////////////////////////////////

class clear_account_xdata : public item_handler<account_t>
{
 public:
  virtual void operator()(account_t& acct) {
    if (acct.data) {
      delete (account_xdata_t *) acct.data;
      acct.data = NULL;
    }
  }
};

void sum_accounts(account_t& account);

typedef std::deque<account_t *> accounts_deque;

void sort_accounts(account_t&         account,
               const value_expr_t * sort_order,
               accounts_deque&      accounts);
void walk_accounts(account_t&           account,
               item_handler<account_t>& handler,
               const value_expr_t *     sort_order = NULL);
void walk_accounts(account_t&           account,
               item_handler<account_t>& handler,
               const std::string&       sort_string);

//////////////////////////////////////////////////////////////////////

void walk_commodities(commodities_map& commodities,
                  item_handler<transaction_t>& handler);

inline void clear_journal_xdata(journal_t * journal) {
  clear_transaction_xdata xact_cleaner;
  walk_entries(journal->entries, xact_cleaner);

  clear_account_xdata acct_cleaner;
  walk_accounts(*journal->master, acct_cleaner);
}

} // namespace ledger

#endif // _WALK_H

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