Added new "payee" and "capture" directives

The payee directive allows for transformation of payee names during the
parsing of a Ledger file.  This means you can record the payee name in
one form, but always have it reported in another form.  The syntax is
(and will be):

payee PAYEE_NAME  REGEXP

or

payee PAYEE_NAME
  REGEXP1
  REGEXP2
  ...

The account directive sets the account automatically based on the payee
iff the base account name is Unknown.  For example, if you have a bunch
of transaction in Expenses:Unknown, you can assign accounts for several
automatically using:

account ACCOUNT_NAME  PAYEE_REGEXP

or

account ACCOUNT_NAME
  PAYEE_REGEXP1
  PAYEE_REGEXP2
  ...
This commit is contained in:
John Wiegley 2010-03-05 22:12:32 -05:00
parent dc1b390720
commit 3318722089
3 changed files with 62 additions and 1 deletions

View file

@ -44,6 +44,7 @@
#include "utils.h"
#include "times.h"
#include "mask.h"
namespace ledger {
@ -58,6 +59,11 @@ typedef std::list<xact_t *> xacts_list;
typedef std::list<auto_xact_t *> auto_xacts_list;
typedef std::list<period_xact_t *> period_xacts_list;
typedef std::pair<mask_t, string> payee_mapping_t;
typedef std::list<payee_mapping_t> payee_mappings_t;
typedef std::pair<mask_t, account_t *> account_mapping_t;
typedef std::list<account_mapping_t> account_mappings_t;
class journal_t : public noncopyable
{
public:
@ -110,6 +116,8 @@ public:
period_xacts_list period_xacts;
std::list<fileinfo_t> sources;
bool was_loaded;
payee_mappings_t payee_mappings;
account_mappings_t account_mappings;
journal_t();
journal_t(const path& pathname);

View file

@ -74,6 +74,9 @@ public:
mask_t& operator=(const string& other);
bool operator<(const mask_t& other) const {
return expr < other.expr;
}
bool operator==(const mask_t& other) const {
return expr == other.expr;
}

View file

@ -144,6 +144,8 @@ namespace {
void end_directive(char * line);
void alias_directive(char * line);
void fixed_directive(char * line);
void payee_mapping_directive(char * line);
void account_mapping_directive(char * line);
void tag_directive(char * line);
void define_directive(char * line);
bool general_directive(char * line);
@ -735,6 +737,24 @@ void instance_t::fixed_directive(char * line)
}
}
void instance_t::payee_mapping_directive(char * line)
{
char * payee = skip_ws(line);
char * regex = next_element(payee, true);
context.journal.payee_mappings.push_back(payee_mapping_t(mask_t(regex), payee));
}
void instance_t::account_mapping_directive(char * line)
{
char * account_name = skip_ws(line);
char * payee_regex = next_element(account_name, true);
context.journal.account_mappings.push_back
(account_mapping_t(mask_t(payee_regex),
context.top_account()->find_account(account_name)));
}
void instance_t::tag_directive(char * line)
{
string tag(trim_ws(line));
@ -782,6 +802,13 @@ bool instance_t::general_directive(char * line)
}
break;
case 'c':
if (std::strcmp(p, "capture") == 0) {
account_mapping_directive(arg);
return true;
}
break;
case 'd':
if (std::strcmp(p, "def") == 0 || std::strcmp(p, "define") == 0) {
define_directive(arg);
@ -810,6 +837,13 @@ bool instance_t::general_directive(char * line)
}
break;
case 'p':
if (std::strcmp(p, "payee") == 0) {
payee_mapping_directive(arg);
return true;
}
break;
case 't':
if (std::strcmp(p, "tag") == 0) {
tag_directive(arg);
@ -929,6 +963,15 @@ post_t * instance_t::parse_post(char * line,
post->account->add_flags(ACCOUNT_KNOWN);
}
if (post->account->name == _("Unknown")) {
foreach (account_mapping_t& value, context.journal.account_mappings) {
if (value.first.match(xact->payee)) {
post->account = value.second;
break;
}
}
}
// Parse the optional amount
bool saw_amount = false;
@ -1242,7 +1285,14 @@ xact_t * instance_t::parse_xact(char * line,
if (next && *next) {
char * p = next_element(next, true);
xact->payee = next;
foreach (payee_mapping_t& value, context.journal.payee_mappings) {
if (value.first.match(next)) {
xact->payee = value.second;
break;
}
}
if (xact->payee.empty())
xact->payee = next;
next = p;
} else {
xact->payee = _("<Unspecified payee>");