ledger/src/account.h
2012-04-13 15:16:27 -05:00

309 lines
8.9 KiB
C++

/*
* Copyright (c) 2003-2012, John Wiegley. All rights reserved.
*
* Redistribution and use in source and binary forms, with or without
* modification, are permitted provided that the following conditions are
* met:
*
* - Redistributions of source code must retain the above copyright
* notice, this list of conditions and the following disclaimer.
*
* - Redistributions in binary form must reproduce the above copyright
* notice, this list of conditions and the following disclaimer in the
* documentation and/or other materials provided with the distribution.
*
* - Neither the name of New Artisans LLC nor the names of its
* contributors may be used to endorse or promote products derived from
* this software without specific prior written permission.
*
* THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS
* "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT
* LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR
* A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT
* OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL,
* SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT
* LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE,
* DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY
* THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT
* (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE
* OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
*/
/**
* @addtogroup data
*/
/**
* @file account.h
* @author John Wiegley
*
* @ingroup data
*/
#ifndef _ACCOUNT_H
#define _ACCOUNT_H
#include "scope.h"
namespace ledger {
class account_t;
class xact_t;
class post_t;
typedef std::list<post_t *> posts_list;
typedef std::map<const string, account_t *> accounts_map;
class account_t : public supports_flags<>, public scope_t
{
#define ACCOUNT_NORMAL 0x00 // no flags at all, a basic account
#define ACCOUNT_KNOWN 0x01
#define ACCOUNT_TEMP 0x02 // account is a temporary object
#define ACCOUNT_GENERATED 0x04 // account never actually existed
public:
account_t * parent;
string name;
optional<string> note;
unsigned short depth;
accounts_map accounts;
posts_list posts;
optional<expr_t> value_expr;
mutable string _fullname;
#ifdef DOCUMENT_MODEL
mutable void * data;
#endif
account_t(account_t * _parent = NULL,
const string& _name = "",
const optional<string>& _note = none)
: supports_flags<>(), scope_t(), parent(_parent),
name(_name), note(_note),
depth(static_cast<unsigned short>(parent ? parent->depth + 1 : 0))
#ifdef DOCUMENT_MODEL
, data(NULL)
#endif
{
TRACE_CTOR(account_t, "account_t *, const string&, const string&");
}
account_t(const account_t& other)
: supports_flags<>(other.flags()), scope_t(),
parent(other.parent),
name(other.name),
note(other.note),
depth(other.depth),
accounts(other.accounts)
#ifdef DOCUMENT_MODEL
, data(NULL)
#endif
{
TRACE_CTOR(account_t, "copy");
}
virtual ~account_t();
virtual string description() {
return string(_("account ")) + fullname();
}
operator string() const {
return fullname();
}
string fullname() const;
string partial_name(bool flat = false) const;
void add_account(account_t * acct) {
accounts.insert(accounts_map::value_type(acct->name, acct));
}
bool remove_account(account_t * acct) {
accounts_map::size_type n = accounts.erase(acct->name);
return n > 0;
}
account_t * find_account(const string& name, bool auto_create = true);
account_t * find_account_re(const string& regexp);
typedef transform_iterator<function<account_t *(accounts_map::value_type&)>,
accounts_map::iterator>
accounts_map_seconds_iterator;
accounts_map_seconds_iterator accounts_begin() {
return make_transform_iterator
(accounts.begin(), bind(&accounts_map::value_type::second, _1));
}
accounts_map_seconds_iterator accounts_end() {
return make_transform_iterator
(accounts.end(), bind(&accounts_map::value_type::second, _1));
}
void add_post(post_t * post);
bool remove_post(post_t * post);
posts_list::iterator posts_begin() {
return posts.begin();
}
posts_list::iterator posts_end() {
return posts.end();
}
virtual expr_t::ptr_op_t lookup(const symbol_t::kind_t kind,
const string& name);
bool valid() const;
friend class journal_t;
struct xdata_t : public supports_flags<>
{
#define ACCOUNT_EXT_SORT_CALC 0x01
#define ACCOUNT_EXT_HAS_NON_VIRTUALS 0x02
#define ACCOUNT_EXT_HAS_UNB_VIRTUALS 0x04
#define ACCOUNT_EXT_AUTO_VIRTUALIZE 0x08
#define ACCOUNT_EXT_VISITED 0x10
#define ACCOUNT_EXT_MATCHING 0x20
#define ACCOUNT_EXT_TO_DISPLAY 0x40
#define ACCOUNT_EXT_DISPLAYED 0x80
struct details_t
{
value_t total;
bool calculated;
bool gathered;
std::size_t posts_count;
std::size_t posts_virtuals_count;
std::size_t posts_cleared_count;
std::size_t posts_last_7_count;
std::size_t posts_last_30_count;
std::size_t posts_this_month_count;
date_t earliest_post;
date_t earliest_cleared_post;
date_t latest_post;
date_t latest_cleared_post;
datetime_t earliest_checkin;
datetime_t latest_checkout;
std::set<path> filenames;
std::set<string> accounts_referenced;
std::set<string> payees_referenced;
optional<posts_list::const_iterator> last_post;
optional<posts_list::const_iterator> last_reported_post;
details_t()
: calculated(false),
gathered(false),
posts_count(0),
posts_virtuals_count(0),
posts_cleared_count(0),
posts_last_7_count(0),
posts_last_30_count(0),
posts_this_month_count(0) {
TRACE_CTOR(account_t::xdata_t::details_t, "");
}
// A copy copies nothing
details_t(const details_t&)
: calculated(false),
gathered(false),
posts_count(0),
posts_virtuals_count(0),
posts_cleared_count(0),
posts_last_7_count(0),
posts_last_30_count(0),
posts_this_month_count(0)
{
TRACE_CTOR(account_t::xdata_t::details_t, "copy");
}
~details_t() throw() {
TRACE_DTOR(account_t::xdata_t::details_t);
}
details_t& operator+=(const details_t& other);
void update(post_t& post, bool gather_all = false);
};
details_t self_details;
details_t family_details;
posts_list reported_posts;
std::list<sort_value_t> sort_values;
xdata_t() : supports_flags<>()
{
TRACE_CTOR(account_t::xdata_t, "");
}
xdata_t(const xdata_t& other)
: supports_flags<>(other.flags()),
self_details(other.self_details),
family_details(other.family_details),
sort_values(other.sort_values)
{
TRACE_CTOR(account_t::xdata_t, "copy");
}
~xdata_t() throw() {
TRACE_DTOR(account_t::xdata_t);
}
};
// This variable holds optional "extended data" which is usually produced
// only during reporting, and only for the posting set being reported.
// It's a memory-saving measure to delay allocation until the last possible
// moment.
mutable optional<xdata_t> xdata_;
bool has_xdata() const {
return xdata_;
}
void clear_xdata();
xdata_t& xdata() {
if (! xdata_)
xdata_ = xdata_t();
return *xdata_;
}
const xdata_t& xdata() const {
assert(xdata_);
return *xdata_;
}
value_t amount(const optional<expr_t&>& expr = none) const;
value_t total(const optional<expr_t&>& expr = none) const;
const xdata_t::details_t& self_details(bool gather_all = true) const;
const xdata_t::details_t& family_details(bool gather_all = true) const;
bool has_xflags(xdata_t::flags_t flags) const {
return xdata_ && xdata_->has_flags(flags);
}
bool children_with_xdata() const;
std::size_t children_with_flags(xdata_t::flags_t flags) const;
#if defined(HAVE_BOOST_SERIALIZATION)
private:
/** Serialization. */
friend class boost::serialization::access;
template<class Archive>
void serialize(Archive& ar, const unsigned int /* version */) {
ar & boost::serialization::base_object<supports_flags<> >(*this);
ar & boost::serialization::base_object<scope_t>(*this);
ar & parent;
ar & name;
ar & note;
ar & depth;
ar & accounts;
ar & posts;
ar & _fullname;
}
#endif // HAVE_BOOST_SERIALIZATION
};
std::ostream& operator<<(std::ostream& out, const account_t& account);
} // namespace ledger
#endif // _ACCOUNT_H