ledger/main.cc
2004-08-13 18:23:34 -04:00

853 lines
23 KiB
C++

#include "ledger.h"
#include "error.h"
#include "valexpr.h"
#include "format.h"
#include "walk.h"
#include "option.h"
#include "timing.h"
#include <fstream>
#include <cstring>
#include <unistd.h>
#include <ctime>
namespace ledger {
static const std::string bal_fmt = "%20T %2_%-n\n";
static const std::string reg_fmt
= "%D %-.20P %-.22N %12.66t %12.80T\n\
%/ %-.22N %12.66t %12.80T\n";
static const std::string plot_value_fmt = "%D %t\n";
static const std::string plot_total_fmt = "%D %T\n";
static const std::string print_fmt
= "\n%D %X%C%P\n %-34N %12o\n%/ %-34N %12o\n";
static const std::string equity_fmt
= "\n%D %X%C%P\n%/ %-34N %12t\n";
static long pricing_leeway = 24 * 3600;
static std::string price_db;
static bool cache_dirty = false;
void download_price_quote(commodity_t * commodity,
const std::time_t age,
const amount_t& price,
const std::time_t moment)
{
std::time_t now = std::time(NULL); // the time of the query
if (! (commodity->flags & COMMODITY_STYLE_CONSULTED) &&
std::difftime(now, moment) < pricing_leeway &&
(! price || std::difftime(moment, age) > pricing_leeway)) {
using namespace std;
// Only consult the Internet once for any commodity
commodity->flags |= COMMODITY_STYLE_CONSULTED;
cache_dirty = true;
char buf[256];
buf[0] = '\0';
if (FILE * fp = popen((string("getquote ") +
commodity->symbol).c_str(), "r")) {
if (feof(fp) || ! fgets(buf, 255, fp)) {
fclose(fp);
return;
}
fclose(fp);
}
if (buf[0]) {
char * p = strchr(buf, '\n');
if (p) *p = '\0';
amount_t current;
current.parse(buf);
commodity->add_price(now, current);
if (! price_db.empty()) {
char buf[128];
strftime(buf, 127, "%Y/%m/%d %H:%M:%S", localtime(&now));
ofstream database(price_db.c_str(), ios_base::out | ios_base::app);
database << "P " << buf << " " << commodity->symbol << " "
<< current << endl;
}
}
}
}
} // namespace ledger
namespace {
using namespace ledger;
std::auto_ptr<journal_t> journal(new journal_t);
std::list<std::string> files;
std::auto_ptr<value_expr_t> sort_order;
std::auto_ptr<std::ostream> output_stream;
std::auto_ptr<interval_t> report_interval;
#define OUT() (output_stream.get() ? *output_stream.get() : std::cout)
std::string predicate;
std::string display_predicate;
std::string format_string;
std::string sort_string;
std::string value_expr = "a";
std::string total_expr = "T";
std::time_t interval_begin = 0;
bool show_subtotals = true;
bool show_expanded = false;
bool show_related = false;
bool show_all_related = false;
bool show_inverted = false;
bool show_empty = false;
bool days_of_the_week = false;
bool show_revalued = false;
bool show_revalued_only = false;
bool use_cache = false;
}
// jww (2004-08-13): fix this
static std::string ledger_cache_file()
{
std::string cache_file;
if (const char * p = std::getenv("LEDGER_CACHE")) {
cache_file = p;
}
else if (const char * p = std::getenv("HOME")) {
cache_file = p;
cache_file += "/.ledger";
}
return cache_file;
}
static void show_version(std::ostream& out)
{
out
<< "Ledger " << ledger::version << ", the command-line accounting tool\n\n"
<< "Copyright (c) 2003-2004, New Artisans LLC. All rights reserved.\n\n"
<< "This program is made available under the terms of the BSD Public\n"
<< "License. See the LICENSE file included with the distribution for\n"
<< "details and disclaimer.\n";
}
static void show_help(std::ostream& out)
{
out
<< "usage: ledger [options] COMMAND [options] [REGEXPS]\n\n"
<< "Basic options:\n"
<< " -h display this help text\n"
<< " -v display version information\n"
<< " -f FILE specify pathname of ledger data file\n\n"
<< "Report filtering:\n"
<< " -a REGEX specify an account regex for \"print\"\n"
<< " -b DATE specify a beginning date\n"
<< " -e DATE specify an ending date\n"
<< " -c do not show future entries (same as -e TODAY)\n"
<< " -d DATE specify a date mask ('-d mon', for all mondays)\n"
<< " -C show only cleared transactions and balances\n"
<< " -U show only uncleared transactions and balances\n"
<< " -R do not consider virtual transactions: real only\n"
<< " -l EXPR don't print entries for which EXPR yields 0\n\n"
<< "Output customization:\n"
<< " -n do not calculate parent account totals\n"
<< " -s show sub-accounts in balance, and splits in register\n"
<< " -M print register using monthly sub-totals\n"
<< " -E show accounts that total to zero\n"
<< " -S EXPR sort entry output based on EXPR\n\n"
<< "Commodity reporting:\n"
<< " -T report commodity totals, not their market value\n"
<< " -B report cost basis of commodities\n"
<< " -V report the market value of commodities\n"
<< " -P FILE sets the price database, for reading/writing price info\n"
<< " -Q download price information from the Internet\n"
<< " (works by running \"getquote SYMBOL\")\n"
<< " -L MINS with -Q, fetch quotes only if data is older than MINS\n"
<< " -p STR specifies a direct commodity conversion: COMM=AMOUNT\n\n"
<< "Commands:\n"
<< " balance show balance totals\n"
<< " register display a register for ACCOUNT\n"
<< " print print all ledger entries\n"
<< " entry output a newly formed entry, based on arguments\n"
<< " equity output equity entries for specified accounts\n";
}
//////////////////////////////////////////////////////////////////////
//
// Basic options
DEF_OPT_HANDLERS();
OPT_BEGIN(help, "h", false) {
show_help(std::cout);
std::exit(0);
} OPT_END(help);
OPT_BEGIN(version, "v", false) {
show_version(std::cout);
std::exit(0);
} OPT_END(version);
OPT_BEGIN(init, "i:", true) {
std::ifstream stream(optarg);
parse_textual_journal(stream, journal.get(), journal->master);
} OPT_END(init);
OPT_BEGIN(file, "f:", true) {
files.push_back(optarg);
use_cache = false;
} OPT_END(file);
OPT_BEGIN(output, "o:", false) {
if (std::string(optarg) != "-")
output_stream.reset(new std::ofstream(optarg));
} OPT_END(output);
OPT_BEGIN(set_price, "p:", true) {
if (char * p = std::strchr(optarg, '=')) {
*p = ' ';
std::string conversion = "C ";
conversion += p;
std::istringstream stream(conversion);
parse_textual_journal(stream, journal.get(), journal->master);
} else {
std::cerr << "Error: Invalid price setting: " << optarg
<< std::endl;
std::exit(1);
}
} OPT_END(set_price);
//////////////////////////////////////////////////////////////////////
//
// Report filtering
OPT_BEGIN(begin_date, "b:", false) {
if (! predicate.empty())
predicate += "&";
predicate += "(d>=[";
predicate += optarg;
predicate += "])";
} OPT_END(begin_date);
OPT_BEGIN(end_date, "e:", false) {
if (! predicate.empty())
predicate += "&";
predicate += "(d<[";
predicate += optarg;
predicate += "])";
} OPT_END(end_date);
OPT_BEGIN(current, "c", false) {
if (! predicate.empty())
predicate += "&";
predicate += "(d<t)";
} OPT_END(current);
OPT_BEGIN(cleared, "C", false) {
if (! predicate.empty())
predicate += "&";
predicate += "X";
} OPT_END(cleared);
OPT_BEGIN(uncleared, "U", false) {
if (! predicate.empty())
predicate += "&";
predicate += "!X";
} OPT_END(uncleared);
OPT_BEGIN(real, "R", false) {
if (! predicate.empty())
predicate += "&";
predicate += "R";
} OPT_END(real);
//////////////////////////////////////////////////////////////////////
//
// Output customization
OPT_BEGIN(format, "F:", false) {
format_string = optarg;
} OPT_END(format);
OPT_BEGIN(date_format, "y:", false) {
format_t::date_format = optarg;
} OPT_END(date_format);
OPT_BEGIN(empty, "E", false) {
show_empty = true;
} OPT_END(empty);
OPT_BEGIN(collapse, "n", false) {
show_subtotals = false;
} OPT_END(collapse);
OPT_BEGIN(show_all, "s", false) {
show_expanded = true;
} OPT_END(show_all);
OPT_BEGIN(sort, "S:", false) {
sort_string = optarg;
} OPT_END(sort);
OPT_BEGIN(related, "r", false) {
show_related = true;
} OPT_END(related);
OPT_BEGIN(interval, "z:", false) {
std::string str(optarg);
std::istringstream stream(str);
report_interval.reset(interval_t::parse(stream));
if (! stream.eof()) {
std::string word;
stream >> word;
if (word == "from") {
stream >> word;
if (! parse_date(word.c_str(), &interval_begin))
throw interval_expr_error("Could not parse 'from' date");
}
}
} OPT_END(interval);
OPT_BEGIN(weekly, "W", false) {
report_interval.reset(new interval_t(604800, 0, 0));
} OPT_END(weekly);
OPT_BEGIN(dow, "w", false) {
days_of_the_week = true;
} OPT_END(dow);
OPT_BEGIN(monthly, "M", false) {
report_interval.reset(new interval_t(0, 1, 0));
} OPT_END(monthly);
OPT_BEGIN(yearly, "Y", false) {
report_interval.reset(new interval_t(0, 0, 1));
} OPT_END(yearly);
OPT_BEGIN(limit, "l:", false) {
if (! predicate.empty())
predicate += "&";
predicate += "(";
predicate += optarg;
predicate += ")";
} OPT_END(limit);
OPT_BEGIN(display, "d:", false) {
if (! display_predicate.empty())
display_predicate += "&";
display_predicate += "(";
display_predicate += optarg;
display_predicate += ")";
} OPT_END(display);
OPT_BEGIN(value, "t:", false) {
value_expr = optarg;
} OPT_END(value);
OPT_BEGIN(total, "T:", false) {
total_expr = optarg;
} OPT_END(total);
OPT_BEGIN(value_data, "j", false) {
value_expr = "S" + value_expr;
format_string = plot_value_fmt;
} OPT_END(value_data);
OPT_BEGIN(total_data, "J", false) {
total_expr = "S" + total_expr;
format_string = plot_total_fmt;
} OPT_END(total_data);
//////////////////////////////////////////////////////////////////////
//
// Commodity reporting
OPT_BEGIN(price_db, "P:", false) {
price_db = optarg;
} OPT_END(price_db);
OPT_BEGIN(price_exp, "L:", false) {
pricing_leeway = std::atol(optarg) * 60;
} OPT_END(price_exp);
OPT_BEGIN(download, "Q", false) {
commodity_t::updater = download_price_quote;
} OPT_END(download);
OPT_BEGIN(quantity, "O", false) {
value_expr = "a";
total_expr = "T";
} OPT_END(quantity);
OPT_BEGIN(basis, "B", false) {
value_expr = "c";
total_expr = "C";
} OPT_END(basis);
OPT_BEGIN(market, "V", false) {
show_revalued = true;
value_expr = "v";
total_expr = "V";
} OPT_END(market);
OPT_BEGIN(gain, "G", false) {
show_revalued =
show_revalued_only = true;
value_expr = "c";
total_expr = "G";
} OPT_END(gain);
OPT_BEGIN(average, "A", false) {
value_expr = "a";
total_expr = "MT";
} OPT_END(average);
OPT_BEGIN(deviation, "D", false) {
value_expr = "a";
total_expr = "DMT";
} OPT_END(deviation);
OPT_BEGIN(trend, "X", false) {
value_expr = "a";
total_expr = "MDMT";
} OPT_END(trend);
OPT_BEGIN(weighted_trend, "Z", false) {
value_expr = "a";
total_expr = "MD(MT/(1+(((t-d)/(30*86400))<0?0:((t-d)/(30*86400)))))";
} OPT_END(weighted_trend);
int main(int argc, char * argv[], char * envp[])
{
#ifdef DEBUG_ENABLED
if (char * p = std::getenv("DEBUG_FILE")) {
debug_stream = new std::ofstream(p);
free_debug_stream = true;
}
#endif
// A ledger data file must be specified
TIMER_START(read_cache, "reading cache file");
// jww (2004-08-13): use LEDGER_FILE
use_cache = std::getenv("LEDGER") != NULL;
if (use_cache) {
// jww (2004-08-13): fix this
for (int i = 0; i < argc; i++)
if (std::strcmp(argv[i], "-f") == 0 ||
std::strcmp(argv[i], "--file") == 0) {
use_cache = false;
break;
}
cache_dirty = true;
if (use_cache) {
std::string cache_file = ledger_cache_file();
if (! cache_file.empty() &&
access(cache_file.c_str(), R_OK) != -1) {
std::ifstream stream(cache_file.c_str());
if (! read_binary_journal(stream, std::getenv("LEDGER"),
journal.get())) {
// Throw away what's been read, and create a new journal
journal.reset(new journal_t);
} else {
cache_dirty = false;
}
}
}
}
TIMER_STOP(read_cache);
// Parse the command-line options
TIMER_START(process_args, "processing command-line arguments");
std::list<std::string> args;
process_arguments(argc, argv, false, args);
if (args.empty()) {
show_help(std::cerr);
return 1;
}
std::list<std::string>::iterator arg = args.begin();
TIMER_STOP(process_args);
// Process options from the environment
TIMER_START(process_env, "processing environment");
process_environment(envp, "LEDGER_");
if (char * p = std::getenv("PRICE_HIST"))
process_option("price-db", p);
if (char * p = std::getenv("PRICE_EXP"))
process_option("price-exp", p);
TIMER_STOP(process_env);
// Read the ledger file, unless we already read it from the cache
TIMER_START(parse_files, "parsing ledger files");
if (! use_cache || cache_dirty) {
int entry_count = 0;
try {
if (files.empty()) {
if (char * p = std::getenv("LEDGER"))
for (p = std::strtok(p, ":"); p; p = std::strtok(NULL, ":"))
entry_count += parse_journal_file(p, journal.get());
} else {
for (std::list<std::string>::iterator i = files.begin();
i != files.end(); i++) {
char buf[4096];
char * p = buf;
std::strcpy(p, (*i).c_str());
entry_count += parse_journal_file(p, journal.get());
}
}
// Read prices from their own ledger file, after all others have
// been read.
if (! price_db.empty()) {
const char * path = price_db.c_str();
std::ifstream db(path);
journal->sources.push_back(path);
entry_count += parse_textual_journal(db, journal.get(),
journal->master);
}
}
catch (error& err) {
std::cerr << "Fatal: " << err.what() << std::endl;
return 1;
}
if (entry_count == 0) {
std::cerr << ("Please specify ledger file(s) using -f option "
"or LEDGER environment variable.") << std::endl;
return 1;
}
}
TIMER_STOP(parse_files);
// Read the command word, and then check and simplify it
std::string command = *arg++;
TIMER_START(handle_options, "configuring based on options");
if (command == "balance" || command == "bal" || command == "b")
command = "b";
else if (command == "register" || command == "reg" || command == "r")
command = "r";
else if (command == "print" || command == "p")
command = "p";
else if (command == "entry")
command = "e";
else if (command == "equity")
command = "E";
else {
std::cerr << "Error: Unrecognized command '" << command << "'."
<< std::endl;
return 1;
}
// Process the remaining command-line arguments
std::auto_ptr<entry_t> new_entry;
if (command == "e") {
new_entry.reset(journal->derive_entry(arg, args.end()));
} else {
// Treat the remaining command-line arguments as regular
// expressions, used for refining report results.
std::list<std::string>::iterator i = args.begin();
for (; i != args.end(); i++)
if (*i == "--")
break;
std::string pred = regexps_to_predicate(arg, i);
if (! pred.empty()) {
if (! predicate.empty())
predicate += "&";
predicate += pred;
}
if (i != args.end()) {
std::string pred = regexps_to_predicate(i, args.end(), false);
if (! pred.empty()) {
if (! predicate.empty())
predicate += "&";
predicate += pred;
}
}
}
// Compile the predicates
if (display_predicate.empty()) {
if (command == "b") {
if (! show_empty)
display_predicate = "T";
if (! show_expanded && predicate.empty()) {
if (! display_predicate.empty())
display_predicate += "&";
display_predicate += "!n";
}
}
else if (command == "E") {
display_predicate = "a";
}
}
// Compile the sorting criteria
if (! sort_string.empty()) {
try {
std::istringstream stream(sort_string);
sort_order.reset(parse_value_expr(stream));
if (stream.peek() != -1) {
std::ostringstream err;
err << "Unexpected character '" << char(stream.peek()) << "'";
throw value_expr_error(err.str());
}
else if (! sort_order.get()) {
std::cerr << "Failed to parse sort criteria!" << std::endl;
return 1;
}
}
catch (const value_expr_error& err) {
std::cerr << "Error in sort criteria: " << err.what() << std::endl;
return 1;
}
}
// Setup the meaning of %t and %T, used in format strings
try {
format_t::value_expr.reset(parse_value_expr(value_expr));
}
catch (const value_expr_error& err) {
std::cerr << "Error in amount (-t) specifier: " << err.what()
<< std::endl;
return 1;
}
try {
format_t::total_expr.reset(parse_value_expr(total_expr));
}
catch (const value_expr_error& err) {
std::cerr << "Error in total (-T) specifier: " << err.what()
<< std::endl;
return 1;
}
// Configure some option depending on the report type
if (command == "p" || command == "e") {
show_related = show_all_related = true;
show_expanded = true;
}
else if (command == "E") {
show_expanded = true;
}
else if (show_related) {
if (command == "r")
show_inverted = true;
else
show_all_related = true;
}
// Compile the format strings
const char * f;
if (! format_string.empty())
f = format_string.c_str();
else if (command == "b")
f = bal_fmt.c_str();
else if (command == "r")
f = reg_fmt.c_str();
else if (command == "E")
f = equity_fmt.c_str();
else
f = print_fmt.c_str();
std::string first_line_format;
std::string next_lines_format;
if (const char * p = std::strstr(f, "%/")) {
first_line_format = std::string(f, 0, p - f);
next_lines_format = std::string(p + 2);
} else {
first_line_format = next_lines_format = f;
}
format_t format(first_line_format);
format_t nformat(next_lines_format);
TIMER_STOP(handle_options);
// Walk the entries based on the report type and the options
TIMER_START(report_gen, "generation of final report");
if (command == "b") {
std::auto_ptr<item_handler<transaction_t> > formatter;
formatter.reset(new add_to_account_value);
if (show_related)
formatter.reset(new related_transactions(formatter.release(),
show_all_related));
formatter.reset(new filter_transactions(formatter.release(), predicate));
walk_entries(journal->entries, *formatter.get());
format_account acct_formatter(OUT(), format, display_predicate);
if (show_subtotals)
sum_accounts(journal->master);
walk_accounts(journal->master, acct_formatter, sort_order.get());
if (format_account::disp_subaccounts_p(journal->master)) {
std::string end_format = "--------------------\n";
format.reset(end_format + f);
format.format_elements(OUT(), details_t(journal->master));
}
}
else if (command == "E") {
std::auto_ptr<item_handler<transaction_t> > formatter;
formatter.reset(new add_to_account_value);
formatter.reset(new filter_transactions(formatter.release(), predicate));
walk_entries(journal->entries, *formatter.get());
format_equity acct_formatter(OUT(), format, nformat, display_predicate);
sum_accounts(journal->master);
walk_accounts(journal->master, acct_formatter, sort_order.get());
}
else if (command == "e") {
format_transactions formatter(OUT(), format, nformat);
walk_transactions(new_entry->transactions, formatter);
}
else {
std::auto_ptr<item_handler<transaction_t> > formatter;
// Stack up all the formatter needed to fulfills the user's
// requests. Some of these are order dependent, in terms of
// whether calc_transactions occurs before or after them.
// format_transactions write each transaction received to the
// output stream.
formatter.reset(new format_transactions(OUT(), format, nformat));
// sort_transactions will sort all the transactions it sees, based
// on the `sort_order' value expression.
if (sort_order.get())
formatter.reset(new sort_transactions(formatter.release(),
sort_order.get()));
// filter_transactions will only pass through transactions
// matching the `display_predicate'.
formatter.reset(new filter_transactions(formatter.release(),
display_predicate));
// calc_transactions computes the running total. When this
// appears will determine, for example, whether filtered
// transactions are included or excluded from the running total.
formatter.reset(new calc_transactions(formatter.release(), show_inverted));
// changed_value_transactions adds virtual transactions to the
// list to account for changes in market value of commodities,
// which otherwise would affect the running total unpredictably.
if (show_revalued)
formatter.reset(new changed_value_transactions(formatter.release(),
show_revalued_only));
// collapse_transactions causes entries with multiple transactions
// to appear as entries with a subtotaled transaction for each
// commodity used.
if (! show_subtotals)
formatter.reset(new collapse_transactions(formatter.release()));
// subtotal_transactions combines all the transactions it receives
// into one subtotal entry, which has one transaction for each
// commodity in each account.
//
// interval_transactions is like subtotal_transactions, but it
// subtotals according to time intervals rather than totalling
// everything.
//
// dow_transactions is like interval_transactions, except that it
// reports all the transactions that fall on each subsequent day
// of the week.
if (show_expanded)
formatter.reset(new subtotal_transactions(formatter.release()));
else if (report_interval.get())
formatter.reset(new interval_transactions(formatter.release(),
*report_interval.get(),
interval_begin));
else if (days_of_the_week)
formatter.reset(new dow_transactions(formatter.release()));
// related_transactions will pass along all transactions related
// to the transaction received. If `show_all_related' is true,
// then all the entry's transactions are passed; meaning that if
// one transaction of an entry is to be printed, all the
// transaction for that entry will be printed.
if (show_related)
formatter.reset(new related_transactions(formatter.release(),
show_all_related));
// This filter_transactions will only pass through transactions
// matching the `predicate'.
formatter.reset(new filter_transactions(formatter.release(), predicate));
// Once the filters are chained, walk `journal's entries and start
// feeding each transaction that matches `predicate' to the chain.
walk_entries(journal->entries, *formatter.get());
#ifdef DEBUG_ENABLED
// The transaction display flags (dflags) are not recorded in the
// binary cache, and only need to be cleared if the transactions
// are to be displayed a second time.
clear_display_flags cleanup;
walk_entries(journal->entries, cleanup);
#endif
}
TIMER_STOP(report_gen);
// Save the cache, if need be
TIMER_START(write_cache, "writing cache file");
if (use_cache && cache_dirty) {
std::string cache_file = ledger_cache_file();
if (! cache_file.empty()) {
assert(std::getenv("LEDGER"));
std::ofstream stream(cache_file.c_str());
write_binary_journal(stream, journal.get(), std::getenv("LEDGER"));
}
}
TIMER_STOP(write_cache);
return 0;
}
// main.cc ends here.