added several kinds of transaction filters

This commit is contained in:
John Wiegley 2004-08-11 01:37:12 -04:00
parent ec73e300e8
commit 3edf298633
5 changed files with 427 additions and 236 deletions

View file

@ -312,99 +312,6 @@ void format_t::format_elements(std::ostream& out,
}
}
#ifdef COLLAPSED_REGISTER
void format_transaction::report_cumulative_subtotal() const
{
if (count == 1) {
first_line_format.format_elements(output_stream, details_t(last_xact));
return;
}
assert(count > 1);
account_t splits(NULL, "<Total>");
transaction_t splits_total(NULL, &splits);
splits_total.total = subtotal;
balance_t value;
format_t::compute_total(value, details_t(&splits_total));
splits_total.entry = last_entry;
splits_total.total = last_xact->total;
bool first = true;
for (amounts_map::const_iterator i = value.amounts.begin();
i != value.amounts.end();
i++) {
splits_total.amount = (*i).second;
splits_total.cost = (*i).second;
splits_total.total += (*i).second;
if (first) {
first_line_format.format_elements(output_stream,
details_t(&splits_total));
first = false;
} else {
next_lines_format.format_elements(output_stream,
details_t(&splits_total));
}
}
}
#endif // COLLAPSED_REGISTER
void format_transaction::operator()(transaction_t * xact) const
{
if (last_xact)
xact->total += last_xact->total;
if (inverted) {
xact->amount.negate();
xact->cost.negate();
}
xact->total += *xact;
xact->index = last_xact ? last_xact->index + 1 : 0;
if (disp_pred(xact)) {
xact->dflags |= TRANSACTION_DISPLAYED;
// This makes the assumption that transactions from a single entry
// are always grouped together.
#ifdef COLLAPSED_REGISTER
if (collapsed) {
// If we've reached a new entry, report on the subtotal
// accumulated thus far.
if (last_entry && last_entry != xact->entry) {
report_cumulative_subtotal();
subtotal = 0;
count = 0;
}
subtotal += *xact;
count++;
} else
#endif
{
if (last_entry != xact->entry) {
first_line_format.format_elements(output_stream, details_t(xact));
} else {
next_lines_format.format_elements(output_stream, details_t(xact));
}
}
}
if (inverted) {
xact->amount.negate();
xact->cost.negate();
}
last_entry = xact->entry;
last_xact = xact;
}
bool format_account::disp_subaccounts_p(const account_t * account,
const item_predicate<account_t>&
disp_pred,

141
format.h
View file

@ -83,133 +83,45 @@ struct format_t
}
};
template <typename T>
struct item_formatter : public item_handler<T> {
virtual ~item_formatter() {}
virtual void flush() const = 0;
};
#define COLLAPSED_REGISTER 1 // support collapsed registers
class format_transaction : public item_formatter<transaction_t>
class format_transactions : public item_handler<transaction_t>
{
std::ostream& output_stream;
const format_t& first_line_format;
const format_t& next_lines_format;
#ifdef COLLAPSED_REGISTER
const bool collapsed;
#endif
const bool inverted;
item_predicate<transaction_t> disp_pred;
#ifdef COLLAPSED_REGISTER
mutable balance_pair_t subtotal;
mutable unsigned int count;
#endif
mutable entry_t * last_entry;
mutable transaction_t * last_xact;
entry_t * last_entry;
public:
format_transaction(std::ostream& _output_stream,
const format_t& _first_line_format,
const format_t& _next_lines_format,
const std::string& display_predicate = NULL,
#ifdef COLLAPSED_REGISTER
const bool _collapsed = false,
#endif
const bool _inverted = false)
format_transactions(std::ostream& _output_stream,
const format_t& _first_line_format,
const format_t& _next_lines_format)
: output_stream(_output_stream),
first_line_format(_first_line_format),
next_lines_format(_next_lines_format),
#ifdef COLLAPSED_REGISTER
collapsed(_collapsed),
#endif
inverted(_inverted), disp_pred(display_predicate),
#ifdef COLLAPSED_REGISTER
count(0),
#endif
last_entry(NULL), last_xact(NULL) {}
next_lines_format(_next_lines_format), last_entry(NULL) {}
#ifdef COLLAPSED_REGISTER
virtual ~format_transaction() {
virtual ~format_transactions() {
flush();
}
virtual void flush() const {
if (subtotal)
report_cumulative_subtotal();
virtual void flush() {
output_stream.flush();
}
void report_cumulative_subtotal() const;
#endif
virtual void operator()(transaction_t * xact) {
xact->dflags |= TRANSACTION_DISPLAYED;
virtual void operator()(transaction_t * xact) const;
};
// This makes the assumption that transactions from a single entry
// are always grouped together.
if (last_entry != xact->entry)
first_line_format.format_elements(output_stream, details_t(xact));
else
next_lines_format.format_elements(output_stream, details_t(xact));
class changed_value_filter : public item_formatter<transaction_t>
{
item_formatter<transaction_t> * handler;
mutable entry_t modified_entry;
mutable transaction_t modified_xact;
mutable transaction_t * last_xact;
public:
changed_value_filter(item_formatter<transaction_t> * _handler)
: handler(_handler), modified_xact(&modified_entry, NULL),
last_xact(NULL) {
assert(handler);
modified_entry.payee = "Commodities revalued";
}
virtual ~changed_value_filter() {
flush();
handler->flush();
assert(handler);
delete handler;
}
virtual void flush() const {
(*this)(NULL);
}
virtual void operator()(transaction_t * xact) const {
if (last_xact) {
balance_t prev_bal, cur_bal;
format_t::compute_total(prev_bal, details_t(last_xact));
std::time_t current = xact ? xact->entry->date : std::time(NULL);
std::time_t prev_date = last_xact->entry->date;
last_xact->entry->date = current;
format_t::compute_total(cur_bal, details_t(last_xact));
last_xact->entry->date = prev_date;
if (balance_t diff = cur_bal - prev_bal) {
modified_entry.date = current;
// jww (2004-08-07): What if there are multiple commodities?
assert(diff.amounts.size() == 1);
modified_xact.amount = diff.amount();
modified_xact.total = diff;
modified_xact.total.negate();
(*handler)(&modified_xact);
}
}
if (xact)
(*handler)(xact);
last_xact = xact;
last_entry = xact->entry;
}
};
class format_account : public item_formatter<account_t>
class format_account : public item_handler<account_t>
{
std::ostream& output_stream;
const format_t& format;
@ -222,10 +134,9 @@ class format_account : public item_formatter<account_t>
const std::string& display_predicate = NULL)
: output_stream(_output_stream), format(_format),
disp_pred(display_predicate) {}
virtual ~format_account() {}
virtual void flush() const {
output_stream.flush();
virtual ~format_account() {
flush();
}
static bool disp_subaccounts_p(const account_t * account,
@ -239,7 +150,11 @@ class format_account : public item_formatter<account_t>
static bool display_account(const account_t * account,
const item_predicate<account_t>& disp_pred);
virtual void operator()(account_t * account) const {
virtual void flush() {
output_stream.flush();
}
virtual void operator()(account_t * account) {
if (display_account(account, disp_pred)) {
format.format_elements(output_stream, details_t(account));
account->dflags |= ACCOUNT_DISPLAYED;
@ -248,7 +163,7 @@ class format_account : public item_formatter<account_t>
};
class format_equity : public item_formatter<account_t>
class format_equity : public item_handler<account_t>
{
std::ostream& output_stream;
const format_t& first_line_format;
@ -277,14 +192,14 @@ class format_equity : public item_formatter<account_t>
flush();
}
virtual void flush() const {
virtual void flush() {
account_t summary(NULL, "Equity:Opening Balances");
summary.value = - total;
next_lines_format.format_elements(output_stream, details_t(&summary));
output_stream.flush();
}
virtual void operator()(account_t * account) const {
virtual void operator()(account_t * account) {
if (format_account::display_account(account, disp_pred)) {
next_lines_format.format_elements(output_stream, details_t(account));
account->dflags |= ACCOUNT_DISPLAYED;

28
main.cc
View file

@ -607,7 +607,7 @@ int main(int argc, char * argv[])
xact_display_flags, true, sort_order.get());
}
else if (command == "e") {
format_transaction formatter(std::cout, format, nformat);
format_transactions formatter(std::cout, format, nformat);
for (transactions_list::iterator i = new_entry->transactions.begin();
i != new_entry->transactions.end();
@ -615,24 +615,32 @@ int main(int argc, char * argv[])
handle_transaction(*i, formatter, xact_display_flags);
}
else {
std::auto_ptr<item_formatter<transaction_t> >
formatter(new format_transaction(std::cout, format, nformat,
display_predicate,
#ifdef COLLAPSED_REGISTER
! show_subtotals,
std::auto_ptr<item_handler<transaction_t> >
formatter(new format_transactions(std::cout, format, nformat));
formatter.reset(new filter_transactions(formatter.release(),
display_predicate));
formatter.reset(new calc_transactions(formatter.release(),
show_inverted));
if (! show_subtotals)
formatter.reset(new collapse_transactions(formatter.release()));
if (show_expanded)
formatter.reset(new subtotal_transactions(formatter.release()));
#if 0
formatter.reset(new interval_transactions(formatter.release(),
0, 0, 9676800));
#endif
show_inverted));
if (show_commodities_revalued)
formatter.reset(new changed_value_filter(formatter.release()));
formatter.reset(new changed_value_transactions(formatter.release()));
if (! sort_order.get()) {
walk_entries(journal->entries.begin(), journal->entries.end(),
*formatter.get(), predicate, xact_display_flags);
} else {
transactions_deque transactions_pool;
collect_transactions handler(transactions_pool);
walk_entries(journal->entries.begin(), journal->entries.end(),
collect_transactions(transactions_pool), predicate,
xact_display_flags);
handler, predicate, xact_display_flags);
std::stable_sort(transactions_pool.begin(), transactions_pool.end(),
compare_items<transaction_t>(sort_order.get()));
walk_transactions(transactions_pool.begin(), transactions_pool.end(),

146
walk.cc
View file

@ -1,9 +1,151 @@
#include "walk.h"
#include "format.h"
namespace ledger {
struct sum_in_account : public item_handler<transaction_t> {
virtual void operator()(transaction_t * xact) const {
void calc_transactions::operator()(transaction_t * xact)
{
if (last_xact)
xact->total += last_xact->total;
if (inverted) {
xact->amount.negate();
xact->cost.negate();
}
xact->total += *xact;
xact->index = last_xact ? last_xact->index + 1 : 0;
(*handler)(xact);
if (inverted) {
xact->amount.negate();
xact->cost.negate();
}
last_xact = xact;
}
void collapse_transactions::report_cumulative_subtotal()
{
if (count == 1) {
(*handler)(last_xact);
return;
}
assert(count > 1);
transaction_t * total_xact = new transaction_t(NULL, totals_account);
balance_t value;
total_xact->total = subtotal;
format_t::compute_total(value, details_t(total_xact));
total_xact->total = 0;
total_xact->entry = last_entry;
for (amounts_map::const_iterator i = value.amounts.begin();
i != value.amounts.end();
i++) {
total_xact->amount = (*i).second;
total_xact->cost = (*i).second;
(*handler)(total_xact);
}
xact_temps.push_back(total_xact);
}
void changed_value_transactions::operator()(transaction_t * xact)
{
if (last_xact) {
balance_t prev_bal;
balance_t cur_bal;
std::time_t current = xact ? xact->entry->date : std::time(NULL);
std::time_t prev_date = last_xact->entry->date;
format_t::compute_total(prev_bal, details_t(last_xact));
last_xact->entry->date = current;
format_t::compute_total(cur_bal, details_t(last_xact));
last_xact->entry->date = prev_date;
if (balance_t diff = cur_bal - prev_bal) {
modified_entry.date = current;
// jww (2004-08-07): What if there are multiple commodities?
assert(diff.amounts.size() == 1);
modified_xact.amount = diff.amount();
modified_xact.total = diff;
modified_xact.total.negate();
(*handler)(&modified_xact);
}
}
if (xact)
(*handler)(xact);
last_xact = xact;
}
void subtotal_transactions::flush()
{
entry_t * entry = new entry_t;
entry->date = start;
char buf[256];
// jww (2004-08-10): allow for a format string here
std::strftime(buf, 255, "- %Y/%m/%d", std::gmtime(&finish));
entry->payee = buf;
entry_temps.push_back(entry);
for (balances_map::iterator i = balances.begin();
i != balances.end();
i++) {
transaction_t * xact = new transaction_t(entry, (*i).first);
xact->total = (*i).second;
balance_t result;
format_t::compute_total(result, details_t(xact));
xact->total = 0;
for (amounts_map::const_iterator j = result.amounts.begin();
j != result.amounts.end();
j++) {
xact->amount = (*j).second;
xact->cost = (*j).second;
(*handler)(xact);
}
xact_temps.push_back(xact);
}
balances.clear();
}
void subtotal_transactions::operator()(transaction_t * xact)
{
if (balances.size() == 0) {
start = finish = xact->entry->date;
} else {
if (std::difftime(xact->entry->date, start) < 0)
start = xact->entry->date;
if (std::difftime(xact->entry->date, finish) > 0)
finish = xact->entry->date;
}
balances_map::iterator i = balances.find(xact->account);
if (i == balances.end())
balances.insert(balances_pair(xact->account, *xact));
else
(*i).second += *xact;
}
struct sum_in_account : public item_handler<transaction_t>
{
virtual void operator()(transaction_t * xact) {
xact->account->value += *xact;
}
};

255
walk.h
View file

@ -13,7 +13,8 @@ namespace ledger {
template <typename T>
struct item_handler {
virtual ~item_handler() {}
virtual void operator()(T * item) const = 0;
virtual void flush() {}
virtual void operator()(T * item) = 0;
};
template <typename T>
@ -36,16 +37,28 @@ struct compare_items {
}
};
typedef std::deque<transaction_t *> transactions_deque;
//////////////////////////////////////////////////////////////////////
//
// Several default handlers
//
class collect_transactions : public item_handler<transaction_t> {
typedef std::deque<transaction_t *> transactions_deque;
typedef std::deque<entry_t *> entries_deque;
struct ignore_transaction : public item_handler<transaction_t>
{
virtual void operator()(transaction_t * xact) {}
};
class collect_transactions : public item_handler<transaction_t>
{
transactions_deque& transactions;
public:
collect_transactions(transactions_deque& _transactions)
: transactions(_transactions) {}
virtual void operator()(transaction_t * xact) const {
virtual void operator()(transaction_t * xact) {
transactions.push_back(xact);
}
};
@ -57,15 +70,219 @@ inline void sort_transactions(transactions_deque& transactions,
compare_items<transaction_t>(sort_order));
}
struct ignore_transaction : public item_handler<transaction_t> {
virtual void operator()(transaction_t * xact) const {}
class filter_transactions : public item_handler<transaction_t>
{
item_predicate<transaction_t> pred;
item_handler<transaction_t> * handler;
public:
filter_transactions(item_handler<transaction_t> * _handler,
const std::string& predicate)
: pred(predicate), handler(_handler) {}
virtual ~filter_transactions() {
handler->flush();
delete handler;
}
virtual void operator()(transaction_t * xact) {
if (pred(xact))
(*handler)(xact);
}
};
class calc_transactions : public item_handler<transaction_t>
{
transaction_t * last_xact;
const bool inverted;
item_handler<transaction_t> * handler;
public:
calc_transactions(item_handler<transaction_t> * _handler,
const bool _inverted = false)
: last_xact(NULL), inverted(_inverted), handler(_handler) {}
virtual ~calc_transactions() {
handler->flush();
delete handler;
}
virtual void operator()(transaction_t * xact);
};
class collapse_transactions : public item_handler<transaction_t>
{
balance_pair_t subtotal;
unsigned int count;
entry_t * last_entry;
transaction_t * last_xact;
item_handler<transaction_t> * handler;
account_t * totals_account;
transactions_deque xact_temps;
public:
collapse_transactions(item_handler<transaction_t> * _handler)
: count(0), last_entry(NULL), last_xact(NULL),
handler(_handler) {
totals_account = new account_t(NULL, "<Total>");
}
virtual ~collapse_transactions() {
flush();
handler->flush();
delete handler;
delete totals_account;
for (transactions_deque::iterator i = xact_temps.begin();
i != xact_temps.end();
i++)
delete *i;
}
virtual void flush() {
if (subtotal)
report_cumulative_subtotal();
}
void report_cumulative_subtotal();
virtual void operator()(transaction_t * xact) {
// If we've reached a new entry, report on the subtotal
// accumulated thus far.
if (last_entry && last_entry != xact->entry) {
report_cumulative_subtotal();
subtotal = 0;
count = 0;
}
subtotal += *xact;
count++;
last_entry = xact->entry;
last_xact = xact;
}
};
// This filter requires that calc_transactions be used.
class changed_value_transactions : public item_handler<transaction_t>
{
entry_t modified_entry;
transaction_t modified_xact;
transaction_t * last_xact;
item_handler<transaction_t> * handler;
public:
changed_value_transactions(item_handler<transaction_t> * _handler)
: modified_xact(&modified_entry, NULL), last_xact(NULL),
handler(_handler) {
assert(handler);
modified_entry.payee = "Commodities revalued";
}
virtual ~changed_value_transactions() {
flush();
handler->flush();
delete handler;
}
virtual void flush() {
(*this)(NULL);
}
virtual void operator()(transaction_t * xact);
};
typedef std::map<account_t *, balance_pair_t> balances_map;
typedef std::pair<account_t *, balance_pair_t> balances_pair;
class subtotal_transactions : public item_handler<transaction_t>
{
std::time_t start;
std::time_t finish;
balances_map balances;
item_handler<transaction_t> * handler;
entries_deque entry_temps;
transactions_deque xact_temps;
public:
subtotal_transactions(item_handler<transaction_t> * _handler)
: handler(_handler) {}
virtual ~subtotal_transactions() {
flush();
handler->flush();
delete handler;
for (entries_deque::iterator i = entry_temps.begin();
i != entry_temps.end();
i++)
delete *i;
for (transactions_deque::iterator i = xact_temps.begin();
i != xact_temps.end();
i++)
delete *i;
}
virtual void flush();
virtual void operator()(transaction_t * xact);
};
class interval_transactions : public item_handler<transaction_t>
{
std::time_t start;
unsigned long months;
unsigned long seconds;
transaction_t * last_xact;
item_handler<transaction_t> * handler;
public:
interval_transactions(item_handler<transaction_t> * _handler,
std::time_t _start, unsigned long _months,
unsigned long _seconds)
: start(_start), months(_months), seconds(_seconds),
last_xact(NULL), handler(_handler) {}
virtual ~interval_transactions() {
flush();
}
virtual void flush() {
handler->flush();
}
virtual void operator()(transaction_t * xact) {
if (std::difftime(xact->entry->date, start + seconds) > 0) {
if (last_xact)
handler->flush();
start += seconds;
while (std::difftime(xact->entry->date, start + seconds) > 0)
start += seconds;
}
(*handler)(xact);
last_xact = xact;
}
};
//////////////////////////////////////////////////////////////////////
#define MATCHING_TRANSACTIONS 0x01
#define OTHER_TRANSACTIONS 0x02
inline void handle_transaction(transaction_t * xact,
const item_handler<transaction_t>& handler,
item_handler<transaction_t>& handler,
unsigned int flags)
{
for (transactions_list::iterator i = xact->entry->transactions.begin();
@ -83,7 +300,7 @@ inline void handle_transaction(transaction_t * xact,
inline void walk_entries(entries_list::iterator begin,
entries_list::iterator end,
const item_handler<transaction_t>& handler,
item_handler<transaction_t>& handler,
const std::string& predicate,
unsigned int flags)
{
@ -99,7 +316,7 @@ inline void walk_entries(entries_list::iterator begin,
inline void walk_entries(entries_list::iterator begin,
entries_list::iterator end,
const item_handler<transaction_t>& handler)
item_handler<transaction_t>& handler)
{
for (entries_list::iterator i = begin; i != end; i++)
for (transactions_list::iterator j = (*i)->transactions.begin();
@ -108,8 +325,9 @@ inline void walk_entries(entries_list::iterator begin,
handler(*j);
}
struct clear_flags : public item_handler<transaction_t> {
virtual void operator()(transaction_t * xact) const {
struct clear_flags : public item_handler<transaction_t>
{
virtual void operator()(transaction_t * xact) {
xact->dflags = 0;
}
};
@ -117,12 +335,13 @@ struct clear_flags : public item_handler<transaction_t> {
inline void clear_transaction_display_flags(entries_list::iterator begin,
entries_list::iterator end)
{
walk_entries(begin, end, clear_flags());
clear_flags handler;
walk_entries(begin, end, handler);
}
inline void walk_transactions(transactions_list::iterator begin,
transactions_list::iterator end,
const item_handler<transaction_t>& handler)
item_handler<transaction_t>& handler)
{
for (transactions_list::iterator i = begin; i != end; i++)
handler(*i);
@ -130,7 +349,7 @@ inline void walk_transactions(transactions_list::iterator begin,
inline void walk_transactions(transactions_deque::iterator begin,
transactions_deque::iterator end,
const item_handler<transaction_t>& handler)
item_handler<transaction_t>& handler)
{
for (transactions_deque::iterator i = begin; i != end; i++)
handler(*i);
@ -152,7 +371,7 @@ inline void sort_accounts(account_t * account,
}
inline void walk__accounts(account_t * account,
const item_handler<account_t>& handler)
item_handler<account_t>& handler)
{
handler(account);
@ -163,7 +382,7 @@ inline void walk__accounts(account_t * account,
}
inline void walk__accounts_sorted(account_t * account,
const item_handler<account_t>& handler,
item_handler<account_t>& handler,
const node_t * sort_order)
{
handler(account);
@ -185,7 +404,7 @@ inline void walk__accounts_sorted(account_t * account,
}
inline void for_each_account(account_t * account,
const item_handler<account_t>& handler)
item_handler<account_t>& handler)
{
handler(account);
@ -211,7 +430,7 @@ inline void sum__accounts(account_t * account)
}
inline void walk_accounts(account_t * account,
const item_handler<account_t>& handler,
item_handler<account_t>& handler,
const std::string& predicate,
unsigned int flags,
const bool calc_subtotals,