d0ac3a2e4e
The purpose of this option is that usually when you do a --monthly periodic report, you see dates ranges from the first day of each month, to the last day. With --exact, the first day of each range will be the date of the first transaction found in that range, and likewise with the end of the range. Essentially it "contracts" the reported period dates to reflect the exact begin and end dates.
246 lines
9.7 KiB
C++
246 lines
9.7 KiB
C++
/*
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* Copyright (c) 2003-2009, John Wiegley. All rights reserved.
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*
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* Redistribution and use in source and binary forms, with or without
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* modification, are permitted provided that the following conditions are
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* met:
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*
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* - Redistributions of source code must retain the above copyright
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* notice, this list of conditions and the following disclaimer.
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*
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* - Redistributions in binary form must reproduce the above copyright
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* notice, this list of conditions and the following disclaimer in the
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* documentation and/or other materials provided with the distribution.
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*
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* - Neither the name of New Artisans LLC nor the names of its
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* contributors may be used to endorse or promote products derived from
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* this software without specific prior written permission.
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*
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* THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS
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* "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT
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* LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR
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* A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT
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* OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL,
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* SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT
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* LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE,
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* DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY
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* THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT
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* (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE
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* OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
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*/
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#include "chain.h"
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#include "report.h"
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#include "filters.h"
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namespace ledger {
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xact_handler_ptr chain_xact_handlers(report_t& report,
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xact_handler_ptr base_handler,
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bool only_preliminaries)
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{
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xact_handler_ptr handler(base_handler);
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item_predicate display_predicate;
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item_predicate only_predicate;
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assert(report.HANDLED(amount_));
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expr_t& expr(report.HANDLER(amount_).expr);
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expr.set_context(&report);
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if (! only_preliminaries) {
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// Make sure only forecast transactions which match are allowed through
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if (report.HANDLED(forecast_while_)) {
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handler.reset(new filter_xacts
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(handler, item_predicate(report.HANDLER(forecast_while_).str(),
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report.what_to_keep()),
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report));
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}
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// truncate_entries cuts off a certain number of _entries_ from being
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// displayed. It does not affect calculation.
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if (report.HANDLED(head_) || report.HANDLED(tail_))
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handler.reset
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(new truncate_entries(handler,
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report.HANDLED(head_) ?
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report.HANDLER(head_).value.to_long() : 0,
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report.HANDLED(tail_) ?
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report.HANDLER(tail_).value.to_long() : 0));
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// filter_xacts will only pass through xacts matching the
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// `display_predicate'.
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if (report.HANDLED(display_)) {
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display_predicate = item_predicate(report.HANDLER(display_).str(),
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report.what_to_keep());
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handler.reset(new filter_xacts(handler, display_predicate, report));
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}
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// calc_xacts computes the running total. When this appears will
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// determine, for example, whether filtered xacts are included or excluded
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// from the running total.
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handler.reset(new calc_xacts(handler, expr));
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}
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// filter_xacts will only pass through xacts matching the
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// `secondary_predicate'.
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if (report.HANDLED(only_)) {
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only_predicate = item_predicate(report.HANDLER(only_).str(),
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report.what_to_keep());
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handler.reset(new filter_xacts(handler, only_predicate, report));
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}
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if (! only_preliminaries) {
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// sort_xacts will sort all the xacts it sees, based on the `sort_order'
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// value expression.
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if (report.HANDLED(sort_)) {
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if (report.HANDLED(sort_entries_))
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handler.reset(new sort_entries(handler, report.HANDLER(sort_).str()));
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else
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handler.reset(new sort_xacts(handler, report.HANDLER(sort_).str()));
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}
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// changed_value_xacts adds virtual xacts to the list to account for
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// changes in market value of commodities, which otherwise would affect
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// the running total unpredictably.
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if (report.HANDLED(revalued))
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handler.reset(new changed_value_xacts(handler,
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report.HANDLER(total_).expr,
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report.HANDLED(revalued_only)));
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// collapse_xacts causes entries with multiple xacts to appear as entries
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// with a subtotaled xact for each commodity used.
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if (report.HANDLED(collapse))
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handler.reset(new collapse_xacts(handler, expr,
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display_predicate, only_predicate,
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report.HANDLED(collapse_if_zero)));
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// subtotal_xacts combines all the xacts it receives into one subtotal
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// entry, which has one xact for each commodity in each account.
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//
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// period_xacts is like subtotal_xacts, but it subtotals according to time
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// periods rather than totalling everything.
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//
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// dow_xacts is like period_xacts, except that it reports all the xacts
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// that fall on each subsequent day of the week.
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if (report.HANDLED(equity))
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handler.reset(new xacts_as_equity(handler, expr));
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else if (report.HANDLED(subtotal))
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handler.reset(new subtotal_xacts(handler, expr));
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}
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if (report.HANDLED(dow))
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handler.reset(new dow_xacts(handler, expr));
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else if (report.HANDLED(by_payee))
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handler.reset(new by_payee_xacts(handler, expr));
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// interval_xacts groups xacts together based on a time period, such as
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// weekly or monthly.
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if (report.HANDLED(period_)) {
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handler.reset(new interval_xacts(handler, expr,
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report.HANDLER(period_).str(),
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report.session.master.get(),
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report.HANDLED(exact),
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report.HANDLED(empty)));
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handler.reset(new sort_xacts(handler, "date"));
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}
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// invert_xacts inverts the value of the xacts it receives.
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if (report.HANDLED(invert))
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handler.reset(new invert_xacts(handler));
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// related_xacts will pass along all xacts related to the xact received. If
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// the `related_all' handler is on, then all the entry's xacts are passed;
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// meaning that if one xact of an entry is to be printed, all the xact for
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// that entry will be printed.
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if (report.HANDLED(related))
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handler.reset(new related_xacts(handler, report.HANDLED(related_all)));
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// anonymize_xacts removes all meaningful information from entry payee's and
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// account names, for the sake of creating useful bug reports.
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if (report.HANDLED(anon))
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handler.reset(new anonymize_xacts(handler));
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// This filter_xacts will only pass through xacts matching the `predicate'.
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if (report.HANDLED(limit_)) {
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DEBUG("report.predicate",
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"Report predicate expression = " << report.HANDLER(limit_).str());
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handler.reset(new filter_xacts
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(handler, item_predicate(report.HANDLER(limit_).str(),
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report.what_to_keep()),
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report));
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}
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// budget_xacts takes a set of xacts from a data file and uses them to
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// generate "budget xacts" which balance against the reported xacts.
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//
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// forecast_xacts is a lot like budget_xacts, except that it adds entries
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// only for the future, and does not balance them against anything but the
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// future balance.
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if (report.budget_flags != BUDGET_NO_BUDGET) {
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budget_xacts * budget_handler = new budget_xacts(handler,
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report.budget_flags);
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budget_handler->add_period_entries(report.session.journal->period_entries);
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handler.reset(budget_handler);
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// Apply this before the budget handler, so that only matching xacts are
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// calculated toward the budget. The use of filter_xacts above will
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// further clean the results so that no automated xacts that don't match
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// the filter get reported.
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if (report.HANDLED(limit_))
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handler.reset(new filter_xacts
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(handler, item_predicate(report.HANDLER(limit_).str(),
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report.what_to_keep()),
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report));
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}
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else if (report.HANDLED(forecast_while_)) {
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forecast_xacts * forecast_handler
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= new forecast_xacts(handler,
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item_predicate(report.HANDLER(forecast_while_).str(),
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report.what_to_keep()),
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report);
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forecast_handler->add_period_entries(report.session.journal->period_entries);
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handler.reset(forecast_handler);
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// See above, under budget_xacts.
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if (report.HANDLED(limit_))
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handler.reset(new filter_xacts
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(handler, item_predicate(report.HANDLER(limit_).str(),
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report.what_to_keep()),
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report));
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}
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if (report.HANDLED(set_account_))
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handler.reset(new transfer_details(handler, transfer_details::SET_ACCOUNT,
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report.session.master.get(),
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report.HANDLER(set_account_).str(),
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report));
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else if (report.HANDLED(set_payee_))
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handler.reset(new transfer_details(handler, transfer_details::SET_PAYEE,
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report.session.master.get(),
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report.HANDLER(set_payee_).str(),
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report));
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else if (report.HANDLED(comm_as_payee))
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handler.reset(new transfer_details(handler, transfer_details::SET_PAYEE,
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report.session.master.get(),
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expr_t("commodity"), report));
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else if (report.HANDLED(code_as_payee))
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handler.reset(new transfer_details(handler, transfer_details::SET_PAYEE,
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report.session.master.get(),
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expr_t("code"), report));
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else if (report.HANDLED(payee_as_account))
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handler.reset(new transfer_details(handler, transfer_details::SET_ACCOUNT,
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report.session.master.get(),
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expr_t("payee"), report));
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else if (report.HANDLED(comm_as_account))
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handler.reset(new transfer_details(handler, transfer_details::SET_ACCOUNT,
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report.session.master.get(),
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expr_t("commodity"), report));
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else if (report.HANDLED(code_as_account))
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handler.reset(new transfer_details(handler, transfer_details::SET_ACCOUNT,
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report.session.master.get(),
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expr_t("code"), report));
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return handler;
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}
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} // namespace ledger
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