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#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) {
if (xact.data) {
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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