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ledger/src/post.cc
John Wiegley 69da18cd30 Some minor refactoring of the textual parser
2010-02-05 00:00:40 -05:00

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/*
* Copyright (c) 2003-2009, 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.
*/
#include <system.hh>
#include "post.h"
#include "xact.h"
#include "account.h"
#include "journal.h"
#include "interactive.h"
#include "format.h"
namespace ledger {
bool post_t::has_tag(const string& tag) const
{
if (item_t::has_tag(tag))
return true;
if (xact)
return xact->has_tag(tag);
return false;
}
bool post_t::has_tag(const mask_t& tag_mask,
const optional<mask_t>& value_mask) const
{
if (item_t::has_tag(tag_mask, value_mask))
return true;
if (xact)
return xact->has_tag(tag_mask, value_mask);
return false;
}
optional<string> post_t::get_tag(const string& tag) const
{
if (optional<string> value = item_t::get_tag(tag))
return value;
if (xact)
return xact->get_tag(tag);
return none;
}
optional<string> post_t::get_tag(const mask_t& tag_mask,
const optional<mask_t>& value_mask) const
{
if (optional<string> value = item_t::get_tag(tag_mask, value_mask))
return value;
if (xact)
return xact->get_tag(tag_mask, value_mask);
return none;
}
date_t post_t::date() const
{
if (xdata_ && is_valid(xdata_->date))
return xdata_->date;
if (item_t::use_effective_date) {
if (_date_eff)
return *_date_eff;
else if (xact && xact->_date_eff)
return *xact->_date_eff;
}
if (! _date) {
assert(xact);
return xact->date();
}
return *_date;
}
date_t post_t::actual_date() const
{
if (xdata_ && is_valid(xdata_->date))
return xdata_->date;
if (! _date) {
assert(xact);
return xact->date();
}
return *_date;
}
optional<date_t> post_t::effective_date() const
{
optional<date_t> date = item_t::effective_date();
if (! date && xact)
return xact->effective_date();
return date;
}
namespace {
value_t get_this(post_t& post) {
return value_t(static_cast<scope_t *>(&post));
}
value_t get_is_calculated(post_t& post) {
return post.has_flags(POST_CALCULATED);
}
value_t get_is_cost_calculated(post_t& post) {
return post.has_flags(POST_COST_CALCULATED);
}
value_t get_virtual(post_t& post) {
return post.has_flags(POST_VIRTUAL);
}
value_t get_real(post_t& post) {
return ! post.has_flags(POST_VIRTUAL);
}
value_t get_xact(post_t& post) {
return value_t(static_cast<scope_t *>(post.xact));
}
value_t get_code(post_t& post) {
if (post.xact->code)
return string_value(*post.xact->code);
else
return string_value(empty_string);
}
value_t get_payee(post_t& post) {
return string_value(post.xact->payee);
}
value_t get_note(post_t& post) {
string note = post.note ? *post.note : empty_string;
note += post.xact->note ? *post.xact->note : empty_string;
return string_value(note);
}
value_t get_magnitude(post_t& post) {
return post.xact->magnitude();
}
value_t get_idstring(post_t& post) {
return string_value(post.xact->idstring());
}
value_t get_id(post_t& post) {
return string_value(post.xact->id());
}
value_t get_amount(post_t& post) {
if (post.has_xdata() && post.xdata().has_flags(POST_EXT_COMPOUND))
return post.xdata().compound_value;
else if (post.amount.is_null())
return 0L;
else
return post.amount;
}
value_t get_use_direct_amount(post_t& post) {
return post.has_xdata() && post.xdata().has_flags(POST_EXT_DIRECT_AMT);
}
value_t get_commodity(post_t& post) {
return string_value(post.amount.commodity().symbol());
}
value_t get_commodity_is_primary(post_t& post) {
return post.amount.commodity().has_flags(COMMODITY_PRIMARY);
}
value_t get_has_cost(post_t& post) {
return post.cost ? true : false;
}
value_t get_cost(post_t& post) {
if (post.cost)
return *post.cost;
else if (post.has_xdata() &&
post.xdata().has_flags(POST_EXT_COMPOUND))
return post.xdata().compound_value;
else if (post.amount.is_null())
return 0L;
else
return post.amount;
}
value_t get_total(post_t& post) {
if (post.xdata_ && ! post.xdata_->total.is_null())
return post.xdata_->total;
else if (post.amount.is_null())
return 0L;
else
return post.amount;
}
value_t get_count(post_t& post) {
if (post.xdata_)
return long(post.xdata_->count);
else
return 1L;
}
value_t get_account(call_scope_t& scope)
{
in_context_t<post_t> env(scope, "&v");
string name;
if (env.has(0)) {
if (env.value_at(0).is_long()) {
if (env.get<long>(0) > 2)
name = format_t::truncate(env->reported_account()->fullname(),
env.get<long>(0) - 2,
2 /* account_abbrev_length */);
else
name = env->reported_account()->fullname();
} else {
account_t * account = NULL;
account_t * master = env->account;
while (master->parent)
master = master->parent;
if (env.value_at(0).is_string()) {
name = env.get<string>(0);
account = master->find_account(name, false);
}
else if (env.value_at(0).is_mask()) {
name = env.get<mask_t>(0).str();
account = master->find_account_re(name);
}
else {
throw_(std::runtime_error,
_("Expected string or mask for argument 1, but received %1")
<< env.value_at(0).label());
}
if (! account)
throw_(std::runtime_error,
_("Could not find an account matching ") << env.value_at(0));
else
return value_t(static_cast<scope_t *>(account));
}
} else {
name = env->reported_account()->fullname();
}
if (env->has_flags(POST_VIRTUAL)) {
if (env->must_balance())
name = string("[") + name + "]";
else
name = string("(") + name + ")";
}
return string_value(name);
}
value_t get_account_base(post_t& post) {
return string_value(post.reported_account()->name);
}
value_t get_account_depth(post_t& post) {
return long(post.reported_account()->depth);
}
value_t get_datetime(post_t& post) {
return post.xdata().datetime;
}
template <value_t (*Func)(post_t&)>
value_t get_wrapper(call_scope_t& scope) {
return (*Func)(find_scope<post_t>(scope));
}
}
expr_t::ptr_op_t post_t::lookup(const symbol_t::kind_t kind,
const string& name)
{
if (kind != symbol_t::FUNCTION)
return item_t::lookup(kind, name);
switch (name[0]) {
case 'a':
if (name[1] == '\0' || name == "amount")
return WRAP_FUNCTOR(get_wrapper<&get_amount>);
else if (name == "account")
return WRAP_FUNCTOR(get_account);
else if (name == "account_base")
return WRAP_FUNCTOR(get_wrapper<&get_account_base>);
break;
case 'b':
if (name[1] == '\0')
return WRAP_FUNCTOR(get_wrapper<&get_cost>);
break;
case 'c':
if (name == "code")
return WRAP_FUNCTOR(get_wrapper<&get_code>);
else if (name == "cost")
return WRAP_FUNCTOR(get_wrapper<&get_cost>);
else if (name == "cost_calculated")
return WRAP_FUNCTOR(get_wrapper<&get_is_cost_calculated>);
else if (name == "count")
return WRAP_FUNCTOR(get_wrapper<&get_count>);
else if (name == "calculated")
return WRAP_FUNCTOR(get_wrapper<&get_is_calculated>);
else if (name == "commodity")
return WRAP_FUNCTOR(get_wrapper<&get_commodity>);
break;
case 'd':
if (name == "depth")
return WRAP_FUNCTOR(get_wrapper<&get_account_depth>);
else if (name == "datetime")
return WRAP_FUNCTOR(get_wrapper<&get_datetime>);
break;
case 'h':
if (name == "has_cost")
return WRAP_FUNCTOR(get_wrapper<&get_has_cost>);
break;
case 'i':
if (name == "index")
return WRAP_FUNCTOR(get_wrapper<&get_count>);
else if (name == "id")
return WRAP_FUNCTOR(get_wrapper<&get_id>);
else if (name == "idstring")
return WRAP_FUNCTOR(get_wrapper<&get_idstring>);
break;
case 'm':
if (name == "magnitude")
return WRAP_FUNCTOR(get_wrapper<&get_magnitude>);
break;
case 'n':
if (name == "note")
return WRAP_FUNCTOR(get_wrapper<&get_note>);
else if (name[1] == '\0')
return WRAP_FUNCTOR(get_wrapper<&get_count>);
break;
case 'p':
if (name == "post")
return WRAP_FUNCTOR(get_wrapper<&get_this>);
else if (name == "payee")
return WRAP_FUNCTOR(get_wrapper<&get_payee>);
else if (name == "primary")
return WRAP_FUNCTOR(get_wrapper<&get_commodity_is_primary>);
else if (name == "parent")
return WRAP_FUNCTOR(get_wrapper<&get_xact>);
break;
case 'r':
if (name == "real")
return WRAP_FUNCTOR(get_wrapper<&get_real>);
break;
case 't':
if (name == "total")
return WRAP_FUNCTOR(get_wrapper<&get_total>);
break;
case 'u':
if (name == "use_direct_amount")
return WRAP_FUNCTOR(get_wrapper<&get_use_direct_amount>);
break;
case 'v':
if (name == "virtual")
return WRAP_FUNCTOR(get_wrapper<&get_virtual>);
break;
case 'x':
if (name == "xact")
return WRAP_FUNCTOR(get_wrapper<&get_xact>);
break;
case 'N':
if (name[1] == '\0')
return WRAP_FUNCTOR(get_wrapper<&get_count>);
break;
case 'O':
if (name[1] == '\0')
return WRAP_FUNCTOR(get_wrapper<&get_total>);
break;
case 'R':
if (name[1] == '\0')
return WRAP_FUNCTOR(get_wrapper<&get_real>);
break;
}
return item_t::lookup(kind, name);
}
amount_t post_t::resolve_expr(scope_t& scope, expr_t& expr)
{
bind_scope_t bound_scope(scope, *this);
value_t result(expr.calc(bound_scope));
if (result.is_long()) {
return result.to_amount();
} else {
if (! result.is_amount())
throw_(amount_error,
_("Amount expressions must result in a simple amount"));
return result.as_amount();
}
}
bool post_t::valid() const
{
if (! xact) {
DEBUG("ledger.validate", "post_t: ! xact");
return false;
}
posts_list::const_iterator i =
std::find(xact->posts.begin(),
xact->posts.end(), this);
if (i == xact->posts.end()) {
DEBUG("ledger.validate", "post_t: ! found");
return false;
}
if (! account) {
DEBUG("ledger.validate", "post_t: ! account");
return false;
}
if (! amount.valid()) {
DEBUG("ledger.validate", "post_t: ! amount.valid()");
return false;
}
if (cost) {
if (! cost->valid()) {
DEBUG("ledger.validate", "post_t: cost && ! cost->valid()");
return false;
}
if (! cost->keep_precision()) {
DEBUG("ledger.validate", "post_t: ! cost->keep_precision()");
return false;
}
}
return true;
}
void post_t::add_to_value(value_t& value, const optional<expr_t&>& expr) const
{
if (xdata_ && xdata_->has_flags(POST_EXT_COMPOUND)) {
add_or_set_value(value, xdata_->compound_value);
}
else if (expr) {
bind_scope_t bound_scope(*expr->get_context(),
const_cast<post_t&>(*this));
#if 1
value_t temp(expr->calc(bound_scope));
add_or_set_value(value, temp);
#else
if (! xdata_) xdata_ = xdata_t();
xdata_->value = expr->calc(bound_scope);
xdata_->add_flags(POST_EXT_COMPOUND);
add_or_set_value(value, xdata_->value);
#endif
}
else if (xdata_ && xdata_->has_flags(POST_EXT_VISITED) &&
! xdata_->visited_value.is_null()) {
add_or_set_value(value, xdata_->visited_value);
}
else {
add_or_set_value(value, amount);
}
}
void post_t::set_reported_account(account_t * account)
{
xdata().account = account;
account->xdata().reported_posts.push_back(this);
}
void to_xml(std::ostream& out, const post_t& post)
{
push_xml x(out, "posting", true);
if (post.state() == item_t::CLEARED)
out << " state=\"cleared\"";
else if (post.state() == item_t::PENDING)
out << " state=\"pending\"";
if (post.has_flags(POST_VIRTUAL))
out << " virtual=\"true\"";
if (post.has_flags(ITEM_GENERATED))
out << " generated=\"true\"";
x.close_attrs();
if (post._date) {
push_xml y(out, "date");
to_xml(out, *post._date, false);
}
if (post._date_eff) {
push_xml y(out, "effective-date");
to_xml(out, *post._date_eff, false);
}
if (post.account) {
push_xml y(out, "account", true);
out << " ref=\"";
out.width(sizeof(unsigned long) * 2);
out.fill('0');
out << std::hex << reinterpret_cast<unsigned long>(post.account);
out << '"';
y.close_attrs();
{
push_xml z(out, "name");
out << z.guard(post.account->fullname());
}
}
{
push_xml y(out, "post-amount");
if (post.has_xdata() && post.xdata().has_flags(POST_EXT_COMPOUND))
to_xml(out, post.xdata().compound_value);
else
to_xml(out, post.amount);
}
if (post.cost) {
push_xml y(out, "cost");
to_xml(out, *post.cost);
}
if (post.assigned_amount) {
if (post.has_flags(POST_CALCULATED)) {
push_xml y(out, "balance-assertion");
to_xml(out, *post.assigned_amount);
} else {
push_xml y(out, "balance-assignment");
to_xml(out, *post.assigned_amount);
}
}
if (post.note) {
push_xml y(out, "note");
out << y.guard(*post.note);
}
if (post.metadata) {
push_xml y(out, "metadata");
foreach (const item_t::string_map::value_type& pair, *post.metadata) {
if (pair.second) {
push_xml z(out, "variable");
{
push_xml z(out, "key");
out << y.guard(pair.first);
}
{
push_xml z(out, "value");
out << y.guard(*pair.second);
}
} else {
push_xml z(out, "tag");
out << y.guard(pair.first);
}
}
}
if (post.xdata_ && ! post.xdata_->total.is_null()) {
push_xml y(out, "total");
to_xml(out, post.xdata_->total);
}
}
} // namespace ledger
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