ledger/amount.cc
2008-04-13 02:41:30 -04:00

1871 lines
44 KiB
C++

#include "amount.h"
#include "datetime.h"
#include "util.h"
#include <list>
#include <sstream>
#include <cstdlib>
#include <gmp.h>
namespace ledger {
bool do_cleanup = true;
bool amount_t::keep_price = false;
bool amount_t::keep_date = false;
bool amount_t::keep_tag = false;
bool amount_t::keep_base = false;
#define BIGINT_BULK_ALLOC 0x0001
#define BIGINT_KEEP_PREC 0x0002
class amount_t::bigint_t {
public:
mpz_t val;
unsigned char prec;
unsigned char flags;
unsigned int ref;
unsigned int index;
bigint_t() : prec(0), flags(0), ref(1), index(0) {
mpz_init(val);
}
bigint_t(mpz_t _val) : prec(0), flags(0), ref(1), index(0) {
mpz_init_set(val, _val);
}
bigint_t(const bigint_t& other)
: prec(other.prec), flags(other.flags & BIGINT_KEEP_PREC),
ref(1), index(0) {
mpz_init_set(val, other.val);
}
~bigint_t();
};
unsigned int sizeof_bigint_t() {
return sizeof(amount_t::bigint_t);
}
#define MPZ(x) ((x)->val)
static mpz_t temp; // these are the global temp variables
static mpz_t divisor;
static amount_t::bigint_t true_value;
inline amount_t::bigint_t::~bigint_t() {
assert(ref == 0 || (! do_cleanup && this == &true_value));
mpz_clear(val);
}
base_commodities_map commodity_base_t::commodities;
commodity_base_t::updater_t * commodity_base_t::updater = NULL;
commodities_map commodity_t::commodities;
bool commodity_t::commodities_sorted = false;
commodity_t * commodity_t::null_commodity;
commodity_t * commodity_t::default_commodity = NULL;
static struct _init_amounts {
_init_amounts() {
mpz_init(temp);
mpz_init(divisor);
mpz_set_ui(true_value.val, 1);
commodity_base_t::updater = NULL;
commodity_t::null_commodity = commodity_t::create("");
commodity_t::default_commodity = NULL;
commodity_t::null_commodity->add_flags(COMMODITY_STYLE_NOMARKET |
COMMODITY_STYLE_BUILTIN);
// Add time commodity conversions, so that timelog's may be parsed
// in terms of seconds, but reported as minutes or hours.
commodity_t * commodity;
commodity = commodity_t::create("s");
commodity->add_flags(COMMODITY_STYLE_NOMARKET | COMMODITY_STYLE_BUILTIN);
parse_conversion("1.0m", "60s");
parse_conversion("1.0h", "60m");
#if 0
commodity = commodity_t::create("b");
commodity->add_flags(COMMODITY_STYLE_NOMARKET | COMMODITY_STYLE_BUILTIN);
parse_conversion("1.00 Kb", "1024 b");
parse_conversion("1.00 Mb", "1024 Kb");
parse_conversion("1.00 Gb", "1024 Mb");
parse_conversion("1.00 Tb", "1024 Gb");
#endif
}
~_init_amounts() {
if (! do_cleanup)
return;
mpz_clear(temp);
mpz_clear(divisor);
if (commodity_base_t::updater) {
delete commodity_base_t::updater;
commodity_base_t::updater = NULL;
}
for (commodities_map::iterator i = commodity_t::commodities.begin();
i != commodity_t::commodities.end();
i++)
delete (*i).second;
commodity_t::commodities.clear();
true_value.ref--;
}
} _init_obj;
static void mpz_round(mpz_t out, mpz_t value, int value_prec, int round_prec)
{
// Round `value', with an encoding precision of `value_prec', to a
// rounded value with precision `round_prec'. Result is stored in
// `out'.
assert(value_prec > round_prec);
mpz_t quotient;
mpz_t remainder;
mpz_init(quotient);
mpz_init(remainder);
mpz_ui_pow_ui(divisor, 10, value_prec - round_prec);
mpz_tdiv_qr(quotient, remainder, value, divisor);
mpz_divexact_ui(divisor, divisor, 10);
mpz_mul_ui(divisor, divisor, 5);
if (mpz_sgn(remainder) < 0) {
mpz_neg(divisor, divisor);
if (mpz_cmp(remainder, divisor) < 0) {
mpz_ui_pow_ui(divisor, 10, value_prec - round_prec);
mpz_add(remainder, divisor, remainder);
mpz_ui_sub(remainder, 0, remainder);
mpz_add(out, value, remainder);
} else {
mpz_sub(out, value, remainder);
}
} else {
if (mpz_cmp(remainder, divisor) >= 0) {
mpz_ui_pow_ui(divisor, 10, value_prec - round_prec);
mpz_sub(remainder, divisor, remainder);
mpz_add(out, value, remainder);
} else {
mpz_sub(out, value, remainder);
}
}
mpz_clear(quotient);
mpz_clear(remainder);
// chop off the rounded bits
mpz_ui_pow_ui(divisor, 10, value_prec - round_prec);
mpz_tdiv_q(out, out, divisor);
}
amount_t::amount_t(const bool value)
{
if (value) {
quantity = &true_value;
quantity->ref++;
} else {
quantity = NULL;
}
commodity_ = NULL;
}
amount_t::amount_t(const long value)
{
if (value != 0) {
quantity = new bigint_t;
mpz_set_si(MPZ(quantity), value);
} else {
quantity = NULL;
}
commodity_ = NULL;
}
amount_t::amount_t(const unsigned long value)
{
if (value != 0) {
quantity = new bigint_t;
mpz_set_ui(MPZ(quantity), value);
} else {
quantity = NULL;
}
commodity_ = NULL;
}
amount_t::amount_t(const double value)
{
if (value != 0.0) {
quantity = new bigint_t;
mpz_set_d(MPZ(quantity), value);
} else {
quantity = NULL;
}
commodity_ = NULL;
}
void amount_t::_release()
{
if (--quantity->ref == 0) {
if (! (quantity->flags & BIGINT_BULK_ALLOC))
delete quantity;
else
quantity->~bigint_t();
}
}
void amount_t::_init()
{
if (! quantity) {
quantity = new bigint_t;
}
else if (quantity->ref > 1) {
_release();
quantity = new bigint_t;
}
}
void amount_t::_dup()
{
if (quantity->ref > 1) {
bigint_t * q = new bigint_t(*quantity);
_release();
quantity = q;
}
}
void amount_t::_copy(const amount_t& amt)
{
if (quantity != amt.quantity) {
if (quantity)
_release();
// Never maintain a pointer into a bulk allocation pool; such
// pointers are not guaranteed to remain.
if (amt.quantity->flags & BIGINT_BULK_ALLOC) {
quantity = new bigint_t(*amt.quantity);
} else {
quantity = amt.quantity;
quantity->ref++;
}
}
commodity_ = amt.commodity_;
}
amount_t& amount_t::operator=(const std::string& value)
{
std::istringstream str(value);
parse(str);
return *this;
}
amount_t& amount_t::operator=(const char * value)
{
std::string valstr(value);
std::istringstream str(valstr);
parse(str);
return *this;
}
// assignment operator
amount_t& amount_t::operator=(const amount_t& amt)
{
if (this != &amt) {
if (amt.quantity)
_copy(amt);
else if (quantity)
_clear();
}
return *this;
}
amount_t& amount_t::operator=(const bool value)
{
if (! value) {
if (quantity)
_clear();
} else {
commodity_ = NULL;
if (quantity)
_release();
quantity = &true_value;
quantity->ref++;
}
return *this;
}
amount_t& amount_t::operator=(const long value)
{
if (value == 0) {
if (quantity)
_clear();
} else {
commodity_ = NULL;
_init();
mpz_set_si(MPZ(quantity), value);
}
return *this;
}
amount_t& amount_t::operator=(const unsigned long value)
{
if (value == 0) {
if (quantity)
_clear();
} else {
commodity_ = NULL;
_init();
mpz_set_ui(MPZ(quantity), value);
}
return *this;
}
amount_t& amount_t::operator=(const double value)
{
if (value == 0.0) {
if (quantity)
_clear();
} else {
commodity_ = NULL;
_init();
mpz_set_d(MPZ(quantity), value);
}
return *this;
}
void amount_t::_resize(unsigned int prec)
{
assert(prec < 256);
if (! quantity || prec == quantity->prec)
return;
_dup();
if (prec < quantity->prec) {
mpz_ui_pow_ui(divisor, 10, quantity->prec - prec);
mpz_tdiv_q(MPZ(quantity), MPZ(quantity), divisor);
} else {
mpz_ui_pow_ui(divisor, 10, prec - quantity->prec);
mpz_mul(MPZ(quantity), MPZ(quantity), divisor);
}
quantity->prec = prec;
}
amount_t& amount_t::operator+=(const amount_t& amt)
{
if (! amt.quantity)
return *this;
if (! quantity) {
_copy(amt);
return *this;
}
_dup();
if (commodity_ != amt.commodity_)
throw new amount_error("Adding amounts with different commodities");
if (quantity->prec == amt.quantity->prec) {
mpz_add(MPZ(quantity), MPZ(quantity), MPZ(amt.quantity));
}
else if (quantity->prec < amt.quantity->prec) {
_resize(amt.quantity->prec);
mpz_add(MPZ(quantity), MPZ(quantity), MPZ(amt.quantity));
}
else {
amount_t temp = amt;
temp._resize(quantity->prec);
mpz_add(MPZ(quantity), MPZ(quantity), MPZ(temp.quantity));
}
return *this;
}
amount_t& amount_t::operator-=(const amount_t& amt)
{
if (! amt.quantity)
return *this;
if (! quantity) {
quantity = new bigint_t(*amt.quantity);
commodity_ = amt.commodity_;
mpz_neg(MPZ(quantity), MPZ(quantity));
return *this;
}
_dup();
if (commodity_ != amt.commodity_)
throw new amount_error("Subtracting amounts with different commodities");
if (quantity->prec == amt.quantity->prec) {
mpz_sub(MPZ(quantity), MPZ(quantity), MPZ(amt.quantity));
}
else if (quantity->prec < amt.quantity->prec) {
_resize(amt.quantity->prec);
mpz_sub(MPZ(quantity), MPZ(quantity), MPZ(amt.quantity));
}
else {
amount_t temp = amt;
temp._resize(quantity->prec);
mpz_sub(MPZ(quantity), MPZ(quantity), MPZ(temp.quantity));
}
return *this;
}
amount_t& amount_t::operator*=(const amount_t& amt)
{
if (! amt.quantity)
return (*this = amt);
else if (! quantity)
return *this;
_dup();
mpz_mul(MPZ(quantity), MPZ(quantity), MPZ(amt.quantity));
quantity->prec += amt.quantity->prec;
unsigned int comm_prec = commodity().precision();
if (quantity->prec > comm_prec + 6U) {
mpz_round(MPZ(quantity), MPZ(quantity), quantity->prec, comm_prec + 6U);
quantity->prec = comm_prec + 6U;
}
return *this;
}
amount_t& amount_t::operator/=(const amount_t& amt)
{
if (! amt.quantity || ! amt)
throw new amount_error("Divide by zero");
else if (! quantity)
return *this;
_dup();
// Increase the value's precision, to capture fractional parts after
// the divide.
mpz_ui_pow_ui(divisor, 10, amt.quantity->prec + 6U);
mpz_mul(MPZ(quantity), MPZ(quantity), divisor);
mpz_tdiv_q(MPZ(quantity), MPZ(quantity), MPZ(amt.quantity));
quantity->prec += 6U;
unsigned int comm_prec = commodity().precision();
if (quantity->prec > comm_prec + 6U) {
mpz_round(MPZ(quantity), MPZ(quantity), quantity->prec, comm_prec + 6U);
quantity->prec = comm_prec + 6U;
}
return *this;
}
// unary negation
void amount_t::negate()
{
if (quantity) {
_dup();
mpz_neg(MPZ(quantity), MPZ(quantity));
}
}
int amount_t::sign() const
{
return quantity ? mpz_sgn(MPZ(quantity)) : 0;
}
// comparisons between amounts
#define AMOUNT_CMP_AMOUNT(OP) \
bool amount_t::operator OP(const amount_t& amt) const \
{ \
if (! quantity) \
return amt OP 0; \
if (! amt.quantity) \
return *this OP 0; \
\
if (commodity() && amt.commodity() && \
commodity() != amt.commodity()) \
return false; \
\
if (quantity->prec == amt.quantity->prec) { \
return mpz_cmp(MPZ(quantity), MPZ(amt.quantity)) OP 0; \
} \
else if (quantity->prec < amt.quantity->prec) { \
amount_t temp = *this; \
temp._resize(amt.quantity->prec); \
return mpz_cmp(MPZ(temp.quantity), MPZ(amt.quantity)) OP 0; \
} \
else { \
amount_t temp = amt; \
temp._resize(quantity->prec); \
return mpz_cmp(MPZ(quantity), MPZ(temp.quantity)) OP 0; \
} \
}
AMOUNT_CMP_AMOUNT(<)
AMOUNT_CMP_AMOUNT(<=)
AMOUNT_CMP_AMOUNT(>)
AMOUNT_CMP_AMOUNT(>=)
AMOUNT_CMP_AMOUNT(==)
amount_t::operator bool() const
{
if (! quantity)
return false;
if (quantity->prec <= commodity().precision()) {
return mpz_sgn(MPZ(quantity)) != 0;
} else {
mpz_set(temp, MPZ(quantity));
if (commodity_)
mpz_ui_pow_ui(divisor, 10, quantity->prec - commodity().precision());
else
mpz_ui_pow_ui(divisor, 10, quantity->prec);
mpz_tdiv_q(temp, temp, divisor);
bool zero = mpz_sgn(temp) == 0;
return ! zero;
}
}
amount_t::operator long() const
{
if (! quantity)
return 0;
mpz_set(temp, MPZ(quantity));
mpz_ui_pow_ui(divisor, 10, quantity->prec);
mpz_tdiv_q(temp, temp, divisor);
return mpz_get_si(temp);
}
amount_t::operator double() const
{
if (! quantity)
return 0.0;
mpz_t remainder;
mpz_init(remainder);
mpz_set(temp, MPZ(quantity));
mpz_ui_pow_ui(divisor, 10, quantity->prec);
mpz_tdiv_qr(temp, remainder, temp, divisor);
char * quotient_s = mpz_get_str(NULL, 10, temp);
char * remainder_s = mpz_get_str(NULL, 10, remainder);
std::ostringstream num;
num << quotient_s << '.' << remainder_s;
std::free(quotient_s);
std::free(remainder_s);
mpz_clear(remainder);
return std::atof(num.str().c_str());
}
bool amount_t::realzero() const
{
if (! quantity)
return true;
return mpz_sgn(MPZ(quantity)) == 0;
}
amount_t amount_t::value(const std::time_t moment) const
{
if (quantity) {
commodity_t& comm = commodity();
if (! (comm.flags() & COMMODITY_STYLE_NOMARKET))
if (amount_t amt = comm.value(moment))
return (amt * *this).round();
}
return *this;
}
amount_t amount_t::round(unsigned int prec) const
{
if (! quantity || quantity->prec <= prec)
return *this;
amount_t temp = *this;
temp._dup();
mpz_round(MPZ(temp.quantity), MPZ(temp.quantity), temp.quantity->prec, prec);
temp.quantity->prec = prec;
return temp;
}
amount_t amount_t::unround() const
{
if (! quantity || quantity->flags & BIGINT_KEEP_PREC)
return *this;
amount_t temp = *this;
temp._dup();
temp.quantity->flags |= BIGINT_KEEP_PREC;
return temp;
}
std::string amount_t::quantity_string() const
{
if (! quantity)
return "0";
std::ostringstream out;
mpz_t quotient;
mpz_t rquotient;
mpz_t remainder;
mpz_init(quotient);
mpz_init(rquotient);
mpz_init(remainder);
bool negative = false;
// Ensure the value is rounded to the commodity's precision before
// outputting it. NOTE: `rquotient' is used here as a temp variable!
commodity_t& comm(commodity());
unsigned char precision;
if (! comm || quantity->flags & BIGINT_KEEP_PREC) {
mpz_ui_pow_ui(divisor, 10, quantity->prec);
mpz_tdiv_qr(quotient, remainder, MPZ(quantity), divisor);
precision = quantity->prec;
}
else if (comm.precision() < quantity->prec) {
mpz_round(rquotient, MPZ(quantity), quantity->prec, comm.precision());
mpz_ui_pow_ui(divisor, 10, comm.precision());
mpz_tdiv_qr(quotient, remainder, rquotient, divisor);
precision = comm.precision();
}
else if (comm.precision() > quantity->prec) {
mpz_ui_pow_ui(divisor, 10, comm.precision() - quantity->prec);
mpz_mul(rquotient, MPZ(quantity), divisor);
mpz_ui_pow_ui(divisor, 10, comm.precision());
mpz_tdiv_qr(quotient, remainder, rquotient, divisor);
precision = comm.precision();
}
else if (quantity->prec) {
mpz_ui_pow_ui(divisor, 10, quantity->prec);
mpz_tdiv_qr(quotient, remainder, MPZ(quantity), divisor);
precision = quantity->prec;
}
else {
mpz_set(quotient, MPZ(quantity));
mpz_set_ui(remainder, 0);
precision = 0;
}
if (mpz_sgn(quotient) < 0 || mpz_sgn(remainder) < 0) {
negative = true;
mpz_abs(quotient, quotient);
mpz_abs(remainder, remainder);
}
mpz_set(rquotient, remainder);
if (mpz_sgn(quotient) == 0 && mpz_sgn(rquotient) == 0)
return "0";
if (negative)
out << "-";
if (mpz_sgn(quotient) == 0) {
out << '0';
} else {
char * p = mpz_get_str(NULL, 10, quotient);
out << p;
std::free(p);
}
if (precision) {
out << '.';
out.width(precision);
out.fill('0');
char * p = mpz_get_str(NULL, 10, rquotient);
out << p;
std::free(p);
}
mpz_clear(quotient);
mpz_clear(rquotient);
mpz_clear(remainder);
return out.str();
}
std::ostream& operator<<(std::ostream& _out, const amount_t& amt)
{
if (! amt.quantity) {
_out << "0";
return _out;
}
amount_t base(amt);
if (! amount_t::keep_base && amt.commodity().larger()) {
amount_t last(amt);
while (last.commodity().larger()) {
last /= *last.commodity().larger();
last.commodity_ = last.commodity().larger()->commodity_;
if (ledger::abs(last) < 1)
break;
base = last;
}
}
std::ostringstream out;
mpz_t quotient;
mpz_t rquotient;
mpz_t remainder;
mpz_init(quotient);
mpz_init(rquotient);
mpz_init(remainder);
bool negative = false;
// Ensure the value is rounded to the commodity's precision before
// outputting it. NOTE: `rquotient' is used here as a temp variable!
commodity_t& comm(base.commodity());
unsigned char precision;
if (! comm || base.quantity->flags & BIGINT_KEEP_PREC) {
mpz_ui_pow_ui(divisor, 10, base.quantity->prec);
mpz_tdiv_qr(quotient, remainder, MPZ(base.quantity), divisor);
precision = base.quantity->prec;
}
else if (comm.precision() < base.quantity->prec) {
mpz_round(rquotient, MPZ(base.quantity), base.quantity->prec,
comm.precision());
mpz_ui_pow_ui(divisor, 10, comm.precision());
mpz_tdiv_qr(quotient, remainder, rquotient, divisor);
precision = comm.precision();
}
else if (comm.precision() > base.quantity->prec) {
mpz_ui_pow_ui(divisor, 10, comm.precision() - base.quantity->prec);
mpz_mul(rquotient, MPZ(base.quantity), divisor);
mpz_ui_pow_ui(divisor, 10, comm.precision());
mpz_tdiv_qr(quotient, remainder, rquotient, divisor);
precision = comm.precision();
}
else if (base.quantity->prec) {
mpz_ui_pow_ui(divisor, 10, base.quantity->prec);
mpz_tdiv_qr(quotient, remainder, MPZ(base.quantity), divisor);
precision = base.quantity->prec;
}
else {
mpz_set(quotient, MPZ(base.quantity));
mpz_set_ui(remainder, 0);
precision = 0;
}
if (mpz_sgn(quotient) < 0 || mpz_sgn(remainder) < 0) {
negative = true;
mpz_abs(quotient, quotient);
mpz_abs(remainder, remainder);
}
mpz_set(rquotient, remainder);
if (mpz_sgn(quotient) == 0 && mpz_sgn(rquotient) == 0) {
_out << "0";
return _out;
}
if (! (comm.flags() & COMMODITY_STYLE_SUFFIXED)) {
comm.write(out);
if (comm.flags() & COMMODITY_STYLE_SEPARATED)
out << " ";
}
if (negative)
out << "-";
if (mpz_sgn(quotient) == 0) {
out << '0';
}
else if (! (comm.flags() & COMMODITY_STYLE_THOUSANDS)) {
char * p = mpz_get_str(NULL, 10, quotient);
out << p;
std::free(p);
}
else {
std::list<std::string> strs;
char buf[4];
for (int powers = 0; true; powers += 3) {
if (powers > 0) {
mpz_ui_pow_ui(divisor, 10, powers);
mpz_tdiv_q(temp, quotient, divisor);
if (mpz_sgn(temp) == 0)
break;
mpz_tdiv_r_ui(temp, temp, 1000);
} else {
mpz_tdiv_r_ui(temp, quotient, 1000);
}
mpz_get_str(buf, 10, temp);
strs.push_back(buf);
}
bool printed = false;
for (std::list<std::string>::reverse_iterator i = strs.rbegin();
i != strs.rend();
i++) {
if (printed) {
out << (comm.flags() & COMMODITY_STYLE_EUROPEAN ? '.' : ',');
out.width(3);
out.fill('0');
}
out << *i;
printed = true;
}
}
if (precision) {
out << ((comm.flags() & COMMODITY_STYLE_EUROPEAN) ? ',' : '.');
std::ostringstream final;
final.width(precision);
final.fill('0');
char * p = mpz_get_str(NULL, 10, rquotient);
final << p;
std::free(p);
const std::string& str(final.str());
int i, len = str.length();
const char * q = str.c_str();
for (i = len; i > 0; i--)
if (q[i - 1] != '0')
break;
if (i == len)
out << str;
else if (i < comm.precision())
out << std::string(str, 0, comm.precision());
else
out << std::string(str, 0, i);
}
if (comm.flags() & COMMODITY_STYLE_SUFFIXED) {
if (comm.flags() & COMMODITY_STYLE_SEPARATED)
out << " ";
comm.write(out);
}
mpz_clear(quotient);
mpz_clear(rquotient);
mpz_clear(remainder);
// If there are any annotations associated with this commodity,
// output them now.
if (comm.annotated) {
annotated_commodity_t& ann(static_cast<annotated_commodity_t&>(comm));
ann.write_annotations(out);
}
// Things are output to a string first, so that if anyone has
// specified a width or fill for _out, it will be applied to the
// entire amount string, and not just the first part.
_out << out.str();
return _out;
}
void parse_quantity(std::istream& in, std::string& value)
{
char buf[256];
char c = peek_next_nonws(in);
READ_INTO(in, buf, 255, c,
std::isdigit(c) || c == '-' || c == '.' || c == ',');
value = buf;
}
void parse_commodity(std::istream& in, std::string& symbol)
{
char buf[256];
char c = peek_next_nonws(in);
if (c == '"') {
in.get(c);
READ_INTO(in, buf, 255, c, c != '"');
if (c == '"')
in.get(c);
else
throw new amount_error("Quoted commodity symbol lacks closing quote");
} else {
READ_INTO(in, buf, 255, c, ! std::isspace(c) && ! std::isdigit(c) &&
c != '-' && c != '.');
}
symbol = buf;
}
void parse_annotations(std::istream& in, const std::string& symbol,
std::string& name, std::string& price,
std::string& date, std::string& tag)
{
char buf[256];
bool added_name = false;
bool handled = false;
do {
char c = peek_next_nonws(in);
if (c == '{') {
if (! price.empty())
throw new amount_error("Commodity specifies more than one price");
in.get(c);
READ_INTO(in, buf, 255, c, c != '}');
if (c == '}')
in.get(c);
else
throw new amount_error("Commodity price lacks closing brace");
price = buf;
if (! added_name) {
added_name = true;
if (commodity_t::needs_quotes(symbol)) {
name = "\"";
name += symbol;
name += "\"";
}
}
name += " {";
name += price;
name += "}";
}
else if (c == '[') {
if (! date.empty())
throw new amount_error("Commodity specifies more than one date");
in.get(c);
READ_INTO(in, buf, 255, c, c != ']');
if (c == ']')
in.get(c);
else
throw new amount_error("Commodity date lacks closing bracket");
date = buf;
if (! added_name) {
added_name = true;
if (commodity_t::needs_quotes(symbol)) {
name = "\"";
name += symbol;
name += "\"";
}
}
name += " [";
name += date;
name += "]";
}
else if (c == '(') {
if (! tag.empty())
throw new amount_error("Commodity specifies more than one tag");
in.get(c);
READ_INTO(in, buf, 255, c, c != ')');
if (c == ')')
in.get(c);
else
throw new amount_error("Commodity tag lacks closing parenthesis");
tag = buf;
if (! added_name) {
added_name = true;
if (commodity_t::needs_quotes(symbol)) {
name = "\"";
name += symbol;
name += "\"";
}
}
name += " (";
name += tag;
name += ")";
}
else {
break;
}
} while (true);
DEBUG_PRINT("amounts.commodities", "Parsed commodity annotations: "
<< "name " << name << " "
<< "symbol " << symbol << std::endl
<< " price " << price << " "
<< " date " << date << " "
<< " tag " << tag);
}
void amount_t::parse(std::istream& in, unsigned char flags)
{
// The possible syntax for an amount is:
//
// [-]NUM[ ]SYM [@ AMOUNT]
// SYM[ ][-]NUM [@ AMOUNT]
std::string name;
std::string symbol;
std::string quant;
std::string price;
std::string date;
std::string tag;
unsigned int comm_flags = COMMODITY_STYLE_DEFAULTS;
bool negative = false;
char c = peek_next_nonws(in);
if (c == '-') {
negative = true;
in.get(c);
c = peek_next_nonws(in);
}
char n;
if (std::isdigit(c) || c == '.') {
parse_quantity(in, quant);
if (! in.eof() && ((n = in.peek()) != '\n')) {
if (std::isspace(n))
comm_flags |= COMMODITY_STYLE_SEPARATED;
parse_commodity(in, symbol);
name = symbol;
if (! symbol.empty())
comm_flags |= COMMODITY_STYLE_SUFFIXED;
if (! in.eof() && ((n = in.peek()) != '\n'))
parse_annotations(in, symbol, name, price, date, tag);
}
} else {
parse_commodity(in, symbol);
name = symbol;
if (! in.eof() && ((n = in.peek()) != '\n')) {
if (std::isspace(in.peek()))
comm_flags |= COMMODITY_STYLE_SEPARATED;
parse_quantity(in, quant);
if (! in.eof() && ((n = in.peek()) != '\n'))
parse_annotations(in, symbol, name, price, date, tag);
}
}
if (quant.empty())
throw new amount_error("No quantity specified for amount");
_init();
// Create the commodity if has not already been seen, and update the
// precision if something greater was used for the quantity.
bool newly_created = false;
commodity_ = commodity_t::find(name);
if (! commodity_) {
newly_created = true;
if (! price.empty() || ! date.empty() || ! tag.empty()) {
commodity_ = annotated_commodity_t::create(symbol, price, date, tag);
} else {
assert(name == symbol);
commodity_ = commodity_t::create(symbol);
}
#ifdef DEBUG_ENABLED
if (! commodity_)
std::cerr << "Failed to find commodity for name "
<< name << " symbol " << symbol << std::endl;
#endif
if (! commodity_)
commodity_ = commodity_t::null_commodity;
}
// Determine the precision of the amount, based on the usage of
// comma or period.
std::string::size_type last_comma = quant.rfind(',');
std::string::size_type last_period = quant.rfind('.');
if (last_comma != std::string::npos && last_period != std::string::npos) {
comm_flags |= COMMODITY_STYLE_THOUSANDS;
if (last_comma > last_period) {
comm_flags |= COMMODITY_STYLE_EUROPEAN;
quantity->prec = quant.length() - last_comma - 1;
} else {
quantity->prec = quant.length() - last_period - 1;
}
}
else if (last_comma != std::string::npos &&
(! commodity_t::default_commodity ||
commodity_t::default_commodity->flags() & COMMODITY_STYLE_EUROPEAN)) {
comm_flags |= COMMODITY_STYLE_EUROPEAN;
quantity->prec = quant.length() - last_comma - 1;
}
else if (last_period != std::string::npos &&
! (commodity().flags() & COMMODITY_STYLE_EUROPEAN)) {
quantity->prec = quant.length() - last_period - 1;
}
else {
quantity->prec = 0;
}
// Set the commodity's flags and precision accordingly
if (newly_created || ! (flags & AMOUNT_PARSE_NO_MIGRATE)) {
commodity().add_flags(comm_flags);
if (quantity->prec > commodity().precision())
commodity().set_precision(quantity->prec);
}
if (flags & AMOUNT_PARSE_NO_MIGRATE)
quantity->flags |= BIGINT_KEEP_PREC;
// Now we have the final number. Remove commas and periods, if
// necessary.
if (last_comma != std::string::npos || last_period != std::string::npos) {
int len = quant.length();
char * buf = new char[len + 1];
const char * p = quant.c_str();
char * t = buf;
while (*p) {
if (*p == ',' || *p == '.')
p++;
*t++ = *p++;
}
*t = '\0';
mpz_set_str(MPZ(quantity), buf, 10);
delete[] buf;
} else {
mpz_set_str(MPZ(quantity), quant.c_str(), 10);
}
if (negative)
negate();
if (! (flags & AMOUNT_PARSE_NO_REDUCE))
reduce();
}
void amount_t::reduce()
{
while (commodity_ && commodity().smaller()) {
*this *= *commodity().smaller();
commodity_ = commodity().smaller()->commodity_;
}
}
void amount_t::parse(const std::string& str, unsigned char flags)
{
std::istringstream stream(str);
parse(stream, flags);
}
void parse_conversion(const std::string& larger_str,
const std::string& smaller_str)
{
amount_t larger, smaller;
larger.parse(larger_str.c_str(), AMOUNT_PARSE_NO_REDUCE);
smaller.parse(smaller_str.c_str(), AMOUNT_PARSE_NO_REDUCE);
larger *= smaller;
if (larger.commodity()) {
larger.commodity().set_smaller(smaller);
larger.commodity().add_flags(smaller.commodity().flags() |
COMMODITY_STYLE_NOMARKET);
}
if (smaller.commodity())
smaller.commodity().set_larger(larger);
}
char * bigints;
char * bigints_next;
unsigned int bigints_index;
unsigned int bigints_count;
void amount_t::read_quantity(char *& data)
{
char byte = *data++;;
if (byte == 0) {
quantity = NULL;
}
else if (byte == 1) {
quantity = new((bigint_t *)bigints_next) bigint_t;
bigints_next += sizeof(bigint_t);
unsigned short len = *((unsigned short *) data);
data += sizeof(unsigned short);
mpz_import(MPZ(quantity), len / sizeof(short), 1, sizeof(short),
0, 0, data);
data += len;
char negative = *data++;
if (negative)
mpz_neg(MPZ(quantity), MPZ(quantity));
quantity->prec = *((unsigned char *) data);
data += sizeof(unsigned char);
quantity->flags = *((unsigned char *) data);
data += sizeof(unsigned char);
quantity->flags |= BIGINT_BULK_ALLOC;
} else {
unsigned int index = *((unsigned int *) data);
data += sizeof(unsigned int);
quantity = (bigint_t *) (bigints + (index - 1) * sizeof(bigint_t));
quantity->ref++;
}
}
static char buf[4096];
void amount_t::read_quantity(std::istream& in)
{
char byte;
in.read(&byte, sizeof(byte));
if (byte == 0) {
quantity = NULL;
}
else if (byte == 1) {
quantity = new bigint_t;
unsigned short len;
in.read((char *)&len, sizeof(len));
assert(len < 4096);
in.read(buf, len);
mpz_import(MPZ(quantity), len / sizeof(short), 1, sizeof(short),
0, 0, buf);
char negative;
in.read(&negative, sizeof(negative));
if (negative)
mpz_neg(MPZ(quantity), MPZ(quantity));
in.read((char *)&quantity->prec, sizeof(quantity->prec));
in.read((char *)&quantity->flags, sizeof(quantity->flags));
}
else {
assert(0);
}
}
void amount_t::write_quantity(std::ostream& out) const
{
char byte;
if (! quantity) {
byte = 0;
out.write(&byte, sizeof(byte));
return;
}
if (quantity->index == 0) {
quantity->index = ++bigints_index;
bigints_count++;
byte = 1;
out.write(&byte, sizeof(byte));
std::size_t size;
mpz_export(buf, &size, 1, sizeof(short), 0, 0, MPZ(quantity));
unsigned short len = size * sizeof(short);
out.write((char *)&len, sizeof(len));
if (len) {
assert(len < 4096);
out.write(buf, len);
}
byte = mpz_sgn(MPZ(quantity)) < 0 ? 1 : 0;
out.write(&byte, sizeof(byte));
out.write((char *)&quantity->prec, sizeof(quantity->prec));
unsigned char flags = quantity->flags & ~BIGINT_BULK_ALLOC;
assert(sizeof(flags) == sizeof(quantity->flags));
out.write((char *)&flags, sizeof(flags));
} else {
assert(quantity->ref > 1);
// Since this value has already been written, we simply write
// out a reference to which one it was.
byte = 2;
out.write(&byte, sizeof(byte));
out.write((char *)&quantity->index, sizeof(quantity->index));
}
}
bool amount_t::valid() const
{
if (quantity) {
if (quantity->ref == 0)
return false;
}
else if (commodity_) {
return false;
}
return true;
}
void amount_t::annotate_commodity(const amount_t& price,
const std::time_t date,
const std::string& tag)
{
const commodity_t * this_base;
annotated_commodity_t * this_ann = NULL;
if (commodity().annotated) {
this_ann = &static_cast<annotated_commodity_t&>(commodity());
this_base = this_ann->ptr;
} else {
this_base = &commodity();
}
assert(this_base);
DEBUG_PRINT("amounts.commodities", "Annotating commodity for amount "
<< *this << std::endl
<< " price " << price << " "
<< " date " << date << " "
<< " tag " << tag);
commodity_t * ann_comm =
annotated_commodity_t::find_or_create
(*this_base, ! price && this_ann ? this_ann->price : price,
date == 0 && this_ann ? this_ann->date : date,
tag.empty() && this_ann ? this_ann->tag : tag);
if (ann_comm)
set_commodity(*ann_comm);
DEBUG_PRINT("amounts.commodities", " Annotated amount is " << *this);
}
amount_t amount_t::strip_annotations(const bool _keep_price,
const bool _keep_date,
const bool _keep_tag) const
{
if (! commodity().annotated ||
(_keep_price && _keep_date && _keep_tag))
return *this;
DEBUG_PRINT("amounts.commodities", "Reducing commodity for amount "
<< *this << std::endl
<< " keep price " << _keep_price << " "
<< " keep date " << _keep_date << " "
<< " keep tag " << _keep_tag);
annotated_commodity_t&
ann_comm(static_cast<annotated_commodity_t&>(commodity()));
assert(ann_comm.base);
commodity_t * new_comm;
if ((_keep_price && ann_comm.price) ||
(_keep_date && ann_comm.date) ||
(_keep_tag && ! ann_comm.tag.empty()))
{
new_comm = annotated_commodity_t::find_or_create
(*ann_comm.ptr, _keep_price ? ann_comm.price : amount_t(),
_keep_date ? ann_comm.date : 0, _keep_tag ? ann_comm.tag : "");
} else {
new_comm = commodity_t::find_or_create(ann_comm.base_symbol());
}
assert(new_comm);
amount_t temp(*this);
temp.set_commodity(*new_comm);
DEBUG_PRINT("amounts.commodities", " Reduced amount is " << temp);
return temp;
}
void commodity_base_t::add_price(const std::time_t date, const amount_t& price)
{
if (! history)
history = new history_t;
history_map::iterator i = history->prices.find(date);
if (i != history->prices.end()) {
(*i).second = price;
} else {
std::pair<history_map::iterator, bool> result
= history->prices.insert(history_pair(date, price));
assert(result.second);
}
}
commodity_base_t * commodity_base_t::create(const std::string& symbol)
{
commodity_base_t * commodity = new commodity_base_t(symbol);
DEBUG_PRINT("amounts.commodities", "Creating base commodity " << symbol);
std::pair<base_commodities_map::iterator, bool> result
= commodities.insert(base_commodities_pair(symbol, commodity));
assert(result.second);
return commodity;
}
bool commodity_t::needs_quotes(const std::string& symbol)
{
for (const char * p = symbol.c_str(); *p; p++)
if (std::isspace(*p) || std::isdigit(*p) || *p == '-' || *p == '.')
return true;
return false;
}
bool commodity_t::valid() const
{
if (symbol().empty() && this != null_commodity)
return false;
#if 0
if (annotated && ! base)
return false;
#endif
if (precision() > 16)
return false;
return true;
}
commodity_t * commodity_t::create(const std::string& symbol)
{
std::auto_ptr<commodity_t> commodity(new commodity_t);
commodity->base = commodity_base_t::create(symbol);
if (needs_quotes(symbol)) {
commodity->qualified_symbol = "\"";
commodity->qualified_symbol += symbol;
commodity->qualified_symbol += "\"";
} else {
commodity->qualified_symbol = symbol;
}
DEBUG_PRINT("amounts.commodities",
"Creating commodity " << commodity->qualified_symbol);
std::pair<commodities_map::iterator, bool> result
= commodities.insert(commodities_pair(symbol, commodity.get()));
if (! result.second)
return NULL;
// Start out the new commodity with the default commodity's flags
// and precision, if one has been defined.
if (default_commodity)
commodity->drop_flags(COMMODITY_STYLE_THOUSANDS |
COMMODITY_STYLE_NOMARKET);
return commodity.release();
}
commodity_t * commodity_t::find_or_create(const std::string& symbol)
{
DEBUG_PRINT("amounts.commodities", "Find-or-create commodity " << symbol);
commodity_t * commodity = find(symbol);
if (commodity)
return commodity;
return create(symbol);
}
commodity_t * commodity_t::find(const std::string& symbol)
{
DEBUG_PRINT("amounts.commodities", "Find commodity " << symbol);
commodities_map::const_iterator i = commodities.find(symbol);
if (i != commodities.end())
return (*i).second;
return NULL;
}
amount_t commodity_base_t::value(const std::time_t moment)
{
std::time_t age = 0;
amount_t price;
if (history) {
assert(history->prices.size() > 0);
if (moment == 0) {
history_map::reverse_iterator r = history->prices.rbegin();
age = (*r).first;
price = (*r).second;
} else {
history_map::iterator i = history->prices.lower_bound(moment);
if (i == history->prices.end()) {
history_map::reverse_iterator r = history->prices.rbegin();
age = (*r).first;
price = (*r).second;
} else {
age = (*i).first;
if (std::difftime(moment, age) != 0) {
if (i != history->prices.begin()) {
--i;
age = (*i).first;
price = (*i).second;
} else {
age = 0;
}
} else {
price = (*i).second;
}
}
}
}
if (updater)
(*updater)(*this, moment, age,
(history && history->prices.size() > 0 ?
(*history->prices.rbegin()).first : 0), price);
return price;
}
void
annotated_commodity_t::write_annotations(std::ostream& out,
const amount_t& price,
const std::time_t date,
const std::string& tag)
{
if (price)
out << " {" << price << '}';
if (date)
out << " [" << datetime_t(date) << ']';
if (! tag.empty())
out << " (" << tag << ')';
}
std::string
annotated_commodity_t::make_qualified_name(const commodity_t& comm,
const amount_t& price,
const std::time_t date,
const std::string& tag)
{
std::ostringstream name;
comm.write(name);
write_annotations(name, price, date, tag);
DEBUG_PRINT("amounts.commodities", "make_qualified_name for "
<< comm.qualified_symbol << std::endl
<< " price " << price << " "
<< " date " << date << " "
<< " tag " << tag);
DEBUG_PRINT("amounts.commodities", "qualified_name is " << name.str());
return name.str();
}
commodity_t *
annotated_commodity_t::create(const commodity_t& comm,
const amount_t& price,
const std::time_t date,
const std::string& tag,
const std::string& entry_name)
{
std::auto_ptr<annotated_commodity_t> commodity(new annotated_commodity_t);
// Set the annotated bits
commodity->price = price;
commodity->date = date;
commodity->tag = tag;
commodity->ptr = &comm;
assert(commodity->ptr);
commodity->base = comm.base;
assert(commodity->base);
commodity->qualified_symbol = comm.symbol();
std::string mapping_key;
if (entry_name.empty())
mapping_key = make_qualified_name(comm, price, date, tag);
else
mapping_key = entry_name;
DEBUG_PRINT("amounts.commodities", "Creating annotated commodity "
<< "symbol " << commodity->symbol()
<< " key " << mapping_key << std::endl
<< " price " << price << " "
<< " date " << date << " "
<< " tag " << tag);
// Add the fully annotated name to the map, so that this symbol may
// quickly be found again.
std::pair<commodities_map::iterator, bool> result
= commodities.insert(commodities_pair(mapping_key, commodity.get()));
if (! result.second)
return NULL;
return commodity.release();
}
commodity_t *
annotated_commodity_t::create(const std::string& symbol,
const amount_t& price,
const std::time_t date,
const std::string& tag)
{
commodity_t * comm = commodity_t::find_or_create(symbol);
assert(comm);
if (! price && ! date && tag.empty())
return comm;
return create(*comm, price, date, tag);
}
commodity_t *
annotated_commodity_t::create(const std::string& symbol,
const std::string& price,
const std::string& date,
const std::string& tag)
{
commodity_t * comm = commodity_t::find_or_create(symbol);
assert(comm);
amount_t real_price;
if (! price.empty())
real_price.parse(price, AMOUNT_PARSE_NO_MIGRATE);
std::time_t real_date = 0;
if (! date.empty())
parse_date(date.c_str(), &real_date);
return create(*comm, real_price, real_date, tag);
}
commodity_t *
annotated_commodity_t::find_or_create(const commodity_t& comm,
const amount_t& price,
const std::time_t date,
const std::string& tag)
{
std::string name = make_qualified_name(comm, price, date, tag);
commodity_t * base = commodity_t::find(name);
if (base)
return base;
base = commodity_t::find_or_create(comm.base_symbol());
assert(base);
return create(*base, price, date, tag, name);
}
} // namespace ledger
#ifdef USE_BOOST_PYTHON
#include <boost/python.hpp>
#include <Python.h>
using namespace boost::python;
using namespace ledger;
int py_amount_quantity(amount_t& amount)
{
std::string quant = amount.quantity_string();
return std::atol(quant.c_str());
}
void py_parse_1(amount_t& amount, const std::string& str,
unsigned char flags) {
amount.parse(str, flags);
}
void py_parse_2(amount_t& amount, const std::string& str) {
amount.parse(str);
}
struct commodity_updater_wrap : public commodity_base_t::updater_t
{
PyObject * self;
commodity_updater_wrap(PyObject * self_) : self(self_) {}
virtual void operator()(commodity_base_t& commodity,
const std::time_t moment,
const std::time_t date,
const std::time_t last,
amount_t& price) {
call_method<void>(self, "__call__", commodity, moment, date, last, price);
}
};
commodity_t * py_find_commodity(const std::string& symbol)
{
return commodity_t::find(symbol);
}
#define EXC_TRANSLATOR(type) \
void exc_translate_ ## type(const type& err) { \
PyErr_SetString(PyExc_RuntimeError, err.what()); \
}
EXC_TRANSLATOR(amount_error)
void export_amount()
{
scope().attr("AMOUNT_PARSE_NO_MIGRATE") = AMOUNT_PARSE_NO_MIGRATE;
scope().attr("AMOUNT_PARSE_NO_REDUCE") = AMOUNT_PARSE_NO_REDUCE;
class_< amount_t > ("Amount")
.def(init<amount_t>())
.def(init<std::string>())
.def(init<char *>())
.def(init<bool>())
.def(init<long>())
.def(init<unsigned long>())
.def(init<double>())
.def(self += self)
.def(self += long())
.def(self + self)
.def(self + long())
.def(self -= self)
.def(self -= long())
.def(self - self)
.def(self - long())
.def(self *= self)
.def(self *= long())
.def(self * self)
.def(self * long())
.def(self /= self)
.def(self /= long())
.def(self / self)
.def(self / long())
.def(- self)
.def(self < self)
.def(self < long())
.def(self <= self)
.def(self <= long())
.def(self > self)
.def(self > long())
.def(self >= self)
.def(self >= long())
.def(self == self)
.def(self == long())
.def(self != self)
.def(self != long())
.def(! self)
.def(self_ns::int_(self))
.def(self_ns::float_(self))
.def(self_ns::str(self))
.def(abs(self))
.add_property("commodity",
make_function(&amount_t::commodity,
return_value_policy<reference_existing_object>()),
make_function(&amount_t::set_commodity,
with_custodian_and_ward<1, 2>()))
.def("strip_annotations", &amount_t::strip_annotations)
.def("negate", &amount_t::negate)
.def("negated", &amount_t::negated)
.def("parse", py_parse_1)
.def("parse", py_parse_2)
.def("reduce", &amount_t::reduce)
.def("valid", &amount_t::valid)
;
class_< commodity_base_t::updater_t, commodity_updater_wrap,
boost::noncopyable >
("Updater")
;
scope().attr("COMMODITY_STYLE_DEFAULTS") = COMMODITY_STYLE_DEFAULTS;
scope().attr("COMMODITY_STYLE_SUFFIXED") = COMMODITY_STYLE_SUFFIXED;
scope().attr("COMMODITY_STYLE_SEPARATED") = COMMODITY_STYLE_SEPARATED;
scope().attr("COMMODITY_STYLE_EUROPEAN") = COMMODITY_STYLE_EUROPEAN;
scope().attr("COMMODITY_STYLE_THOUSANDS") = COMMODITY_STYLE_THOUSANDS;
scope().attr("COMMODITY_STYLE_NOMARKET") = COMMODITY_STYLE_NOMARKET;
scope().attr("COMMODITY_STYLE_BUILTIN") = COMMODITY_STYLE_BUILTIN;
class_< commodity_t > ("Commodity")
.add_property("symbol", &commodity_t::symbol)
#if 0
.add_property("name", &commodity_t::name, &commodity_t::set_name)
.add_property("note", &commodity_t::note, &commodity_t::set_note)
.add_property("precision", &commodity_t::precision,
&commodity_t::set_precision)
.add_property("flags", &commodity_t::flags, &commodity_t::set_flags)
.add_property("add_flags", &commodity_t::add_flags)
.add_property("drop_flags", &commodity_t::drop_flags)
#if 0
.add_property("updater", &commodity_t::updater)
#endif
.add_property("smaller",
make_getter(&commodity_t::smaller,
return_value_policy<reference_existing_object>()),
make_setter(&commodity_t::smaller,
return_value_policy<reference_existing_object>()))
.add_property("larger",
make_getter(&commodity_t::larger,
return_value_policy<reference_existing_object>()),
make_setter(&commodity_t::larger,
return_value_policy<reference_existing_object>()))
.def(self_ns::str(self))
.def("find", py_find_commodity,
return_value_policy<reference_existing_object>())
.staticmethod("find")
#endif
.def("add_price", &commodity_t::add_price)
.def("remove_price", &commodity_t::remove_price)
.def("value", &commodity_t::value)
.def("valid", &commodity_t::valid)
;
#define EXC_TRANSLATE(type) \
register_exception_translator<type>(&exc_translate_ ## type);
EXC_TRANSLATE(amount_error);
}
#endif // USE_BOOST_PYTHON