939 lines
25 KiB
C++
939 lines
25 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 <system.hh>
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#include "filters.h"
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#include "iterators.h"
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#include "journal.h"
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#include "report.h"
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#include "compare.h"
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namespace ledger {
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pass_down_posts::pass_down_posts(post_handler_ptr handler,
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posts_iterator& iter)
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: item_handler<post_t>(handler)
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{
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TRACE_CTOR(pass_down_posts, "post_handler_ptr, posts_iterator");
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for (post_t * post = iter(); post; post = iter()) {
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try {
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item_handler<post_t>::operator()(*post);
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}
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catch (const std::exception& err) {
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add_error_context(item_context(*post, _("While handling posting")));
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throw;
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}
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}
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item_handler<post_t>::flush();
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}
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void truncate_xacts::flush()
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{
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if (! posts.size())
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return;
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xact_t * xact = (*posts.begin())->xact;
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int l = 0;
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foreach (post_t * post, posts)
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if (xact != post->xact) {
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l++;
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xact = post->xact;
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}
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l++;
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xact = (*posts.begin())->xact;
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int i = 0;
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foreach (post_t * post, posts) {
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if (xact != post->xact) {
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xact = post->xact;
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i++;
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}
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bool print = false;
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if (head_count) {
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if (head_count > 0 && i < head_count)
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print = true;
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else if (head_count < 0 && i >= - head_count)
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print = true;
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}
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if (! print && tail_count) {
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if (tail_count > 0 && l - i <= tail_count)
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print = true;
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else if (tail_count < 0 && l - i > - tail_count)
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print = true;
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}
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if (print)
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item_handler<post_t>::operator()(*post);
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}
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posts.clear();
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item_handler<post_t>::flush();
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}
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void truncate_xacts::operator()(post_t& post)
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{
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if (last_xact != post.xact) {
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if (last_xact)
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xacts_seen++;
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last_xact = post.xact;
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}
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if (tail_count == 0 && head_count > 0 &&
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static_cast<int>(xacts_seen) >= head_count)
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return;
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posts.push_back(&post);
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}
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void sort_posts::post_accumulated_posts()
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{
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std::stable_sort(posts.begin(), posts.end(),
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compare_items<post_t>(sort_order));
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foreach (post_t * post, posts) {
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post->xdata().drop_flags(POST_EXT_SORT_CALC);
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item_handler<post_t>::operator()(*post);
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}
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posts.clear();
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}
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void anonymize_posts::operator()(post_t& post)
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{
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SHA1 sha;
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uint_least32_t message_digest[5];
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bool copy_xact_details = false;
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if (last_xact != post.xact) {
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temps.copy_xact(*post.xact);
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last_xact = post.xact;
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copy_xact_details = true;
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}
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xact_t& xact = temps.last_xact();
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if (copy_xact_details) {
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xact.copy_details(*post.xact);
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sha.Reset();
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sha << post.xact->payee.c_str();
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sha.Result(message_digest);
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xact.payee = to_hex(message_digest);
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xact.note = none;
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}
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std::list<string> account_names;
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account_t * new_account = NULL;
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for (account_t * acct = post.account;
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acct;
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acct = acct->parent) {
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if (! acct->parent) {
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new_account = acct;
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break;
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}
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sha.Reset();
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sha << acct->name.c_str();
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sha.Result(message_digest);
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account_names.push_front(to_hex(message_digest));
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}
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assert(new_account);
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foreach (const string& name, account_names)
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new_account = new_account->find_account(name);
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post_t& temp = temps.copy_post(post, xact, new_account);
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temp.note = none;
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(*handler)(temp);
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}
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void calc_posts::operator()(post_t& post)
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{
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post_t::xdata_t& xdata(post.xdata());
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if (last_post) {
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assert(last_post->has_xdata());
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if (! account_wise)
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xdata.total = last_post->xdata().total;
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xdata.count = last_post->xdata().count + 1;
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} else {
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xdata.count = 1;
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}
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post.add_to_value(xdata.visited_value, amount_expr);
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xdata.add_flags(POST_EXT_VISITED);
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account_t * acct = post.reported_account();
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acct->xdata().add_flags(ACCOUNT_EXT_VISITED);
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if (! account_wise)
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add_or_set_value(xdata.total, xdata.visited_value);
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item_handler<post_t>::operator()(post);
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last_post = &post;
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}
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namespace {
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typedef function<void (post_t *)> post_functor_t;
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void handle_value(const value_t& value,
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account_t * account,
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xact_t * xact,
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temporaries_t& temps,
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item_handler<post_t>& handler,
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const date_t& date = date_t(),
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const value_t& total = value_t(),
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const bool direct_amount = false,
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const optional<post_functor_t>& functor = none)
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{
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post_t& post = temps.create_post(*xact, account);
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// If the account for this post is all virtual, then report the post as
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// such. This allows subtotal reports to show "(Account)" for accounts
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// that contain only virtual posts.
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if (account && account->has_xdata() &&
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account->xdata().has_flags(ACCOUNT_EXT_AUTO_VIRTUALIZE)) {
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if (! account->xdata().has_flags(ACCOUNT_EXT_HAS_NON_VIRTUALS)) {
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post.add_flags(POST_VIRTUAL);
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if (! account->xdata().has_flags(ACCOUNT_EXT_HAS_UNB_VIRTUALS))
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post.add_flags(POST_MUST_BALANCE);
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}
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}
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post_t::xdata_t& xdata(post.xdata());
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if (is_valid(date))
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xdata.date = date;
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value_t temp(value);
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switch (value.type()) {
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case value_t::BOOLEAN:
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case value_t::INTEGER:
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temp.in_place_cast(value_t::AMOUNT);
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// fall through...
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case value_t::AMOUNT:
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post.amount = temp.as_amount();
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break;
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case value_t::BALANCE:
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case value_t::SEQUENCE:
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xdata.compound_value = temp;
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xdata.add_flags(POST_EXT_COMPOUND);
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break;
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case value_t::DATETIME:
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case value_t::DATE:
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default:
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assert(false);
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break;
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}
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if (! total.is_null())
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xdata.total = total;
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if (direct_amount)
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xdata.add_flags(POST_EXT_DIRECT_AMT);
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if (functor)
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(*functor)(&post);
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DEBUG("filter.changed_value.rounding", "post.amount = " << post.amount);
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handler(post);
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}
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}
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void collapse_posts::report_subtotal()
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{
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if (! count)
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return;
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std::size_t displayed_count = 0;
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foreach (post_t * post, component_posts) {
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if (only_predicate(*post) && display_predicate(*post))
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displayed_count++;
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}
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if (displayed_count == 1) {
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item_handler<post_t>::operator()(*last_post);
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}
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else if (only_collapse_if_zero && ! subtotal.is_zero()) {
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foreach (post_t * post, component_posts)
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item_handler<post_t>::operator()(*post);
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}
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else {
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date_t earliest_date;
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foreach (post_t * post, component_posts) {
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date_t reported = post->date();
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if (! is_valid(earliest_date) ||
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reported < earliest_date)
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earliest_date = reported;
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}
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xact_t& xact = temps.create_xact();
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xact.payee = last_xact->payee;
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xact._date = (is_valid(earliest_date) ?
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earliest_date : last_xact->_date);
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DEBUG("filter.collapse", "Pseudo-xact date = " << *xact._date);
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handle_value(subtotal, &totals_account, &xact, temps, *handler);
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}
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component_posts.clear();
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last_xact = NULL;
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last_post = NULL;
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subtotal = 0L;
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count = 0;
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}
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void collapse_posts::operator()(post_t& post)
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{
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// If we've reached a new xact, report on the subtotal
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// accumulated thus far.
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if (last_xact != post.xact && count > 0)
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report_subtotal();
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post.add_to_value(subtotal, amount_expr);
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count++;
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component_posts.push_back(&post);
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last_xact = post.xact;
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last_post = &post;
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}
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void related_posts::flush()
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{
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if (posts.size() > 0) {
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foreach (post_t * post, posts) {
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if (post->xact) {
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foreach (post_t * r_post, post->xact->posts) {
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post_t::xdata_t& xdata(r_post->xdata());
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if (! xdata.has_flags(POST_EXT_HANDLED) &&
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(! xdata.has_flags(POST_EXT_RECEIVED) ?
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! r_post->has_flags(ITEM_GENERATED | POST_VIRTUAL) :
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also_matching)) {
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xdata.add_flags(POST_EXT_HANDLED);
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item_handler<post_t>::operator()(*r_post);
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}
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}
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} else {
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// This code should only be reachable from the "output"
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// command, since that is the only command which attempts to
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// output auto or period xacts.
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post_t::xdata_t& xdata(post->xdata());
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if (! xdata.has_flags(POST_EXT_HANDLED) &&
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! post->has_flags(ITEM_GENERATED)) {
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xdata.add_flags(POST_EXT_HANDLED);
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item_handler<post_t>::operator()(*post);
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}
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}
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}
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}
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item_handler<post_t>::flush();
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}
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void changed_value_posts::flush()
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{
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if (last_post && last_post->date() <= report.terminus.date()) {
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output_revaluation(last_post, report.terminus.date());
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last_post = NULL;
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}
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item_handler<post_t>::flush();
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}
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void changed_value_posts::output_revaluation(post_t * post, const date_t& date)
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{
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if (is_valid(date))
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post->xdata().date = date;
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value_t repriced_total;
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try {
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bind_scope_t bound_scope(report, *post);
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repriced_total = total_expr.calc(bound_scope);
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}
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catch (...) {
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post->xdata().date = date_t();
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throw;
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}
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post->xdata().date = date_t();
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DEBUG("filter.changed_value",
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"output_revaluation(last_balance) = " << last_total);
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DEBUG("filter.changed_value",
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"output_revaluation(repriced_total) = " << repriced_total);
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if (! last_total.is_null()) {
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if (value_t diff = repriced_total - last_total) {
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DEBUG("filter.changed_value", "output_revaluation(strip(diff)) = "
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<< diff.strip_annotations(report.what_to_keep()));
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xact_t& xact = temps.create_xact();
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xact.payee = _("Commodities revalued");
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xact._date = is_valid(date) ? date : post->date();
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handle_value(diff, &revalued_account, &xact, temps, *handler,
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*xact._date, repriced_total, false,
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optional<post_functor_t>
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(bind(&changed_value_posts::output_rounding, this, _1)));
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}
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}
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}
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void changed_value_posts::output_rounding(post_t * post)
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{
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bind_scope_t bound_scope(report, *post);
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value_t new_display_total(display_total_expr.calc(bound_scope));
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DEBUG("filter.changed_value.rounding",
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"rounding.new_display_total = " << new_display_total);
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if (! last_display_total.is_null()) {
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if (value_t repriced_amount = display_amount_expr.calc(bound_scope)) {
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DEBUG("filter.changed_value.rounding",
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"rounding.repriced_amount = " << repriced_amount);
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value_t precise_display_total(new_display_total.truncated() -
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repriced_amount.truncated());
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DEBUG("filter.changed_value.rounding",
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"rounding.precise_display_total = " << precise_display_total);
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DEBUG("filter.changed_value.rounding",
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"rounding.last_display_total = " << last_display_total);
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if (value_t diff = precise_display_total - last_display_total) {
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DEBUG("filter.changed_value.rounding",
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"rounding.diff = " << diff);
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xact_t& xact = temps.create_xact();
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xact.payee = _("Commodity rounding");
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xact._date = post->date();
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handle_value(diff, &rounding_account, &xact, temps, *handler,
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*xact._date, precise_display_total, true);
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}
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}
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}
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last_display_total = new_display_total;
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}
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void changed_value_posts::operator()(post_t& post)
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{
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if (last_post)
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output_revaluation(last_post, post.date());
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if (changed_values_only)
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post.xdata().add_flags(POST_EXT_DISPLAYED);
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output_rounding(&post);
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item_handler<post_t>::operator()(post);
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bind_scope_t bound_scope(report, post);
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last_total = total_expr.calc(bound_scope);
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last_post = &post;
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}
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void subtotal_posts::report_subtotal(const char * spec_fmt,
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const optional<date_interval_t>& interval)
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{
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if (component_posts.empty())
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return;
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optional<date_t> range_start = interval ? interval->start : none;
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optional<date_t> range_finish = interval ? interval->inclusive_end() : none;
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foreach (post_t * post, component_posts) {
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date_t date = post->date();
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if (! range_start || date < *range_start)
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range_start = date;
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if (! range_finish || date > *range_finish)
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range_finish = date;
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}
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component_posts.clear();
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std::ostringstream out_date;
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if (spec_fmt) {
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out_date << format_date(*range_finish, FMT_CUSTOM, spec_fmt);
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}
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else if (date_format) {
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out_date << "- " << format_date(*range_finish, FMT_CUSTOM,
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date_format->c_str());
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}
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else {
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out_date << "- " << format_date(*range_finish);
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}
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xact_t& xact = temps.create_xact();
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xact.payee = out_date.str();
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xact._date = *range_start;
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foreach (values_map::value_type& pair, values)
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handle_value(pair.second.value, pair.second.account, &xact, temps,
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*handler);
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values.clear();
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}
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|
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void subtotal_posts::operator()(post_t& post)
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{
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component_posts.push_back(&post);
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account_t * acct = post.reported_account();
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assert(acct);
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|
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values_map::iterator i = values.find(acct->fullname());
|
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if (i == values.end()) {
|
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value_t temp;
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post.add_to_value(temp, amount_expr);
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std::pair<values_map::iterator, bool> result
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= values.insert(values_pair(acct->fullname(), acct_value_t(acct, temp)));
|
|
assert(result.second);
|
|
} else {
|
|
post.add_to_value((*i).second.value, amount_expr);
|
|
}
|
|
|
|
// If the account for this post is all virtual, mark it as
|
|
// such, so that `handle_value' can show "(Account)" for accounts
|
|
// that contain only virtual posts.
|
|
|
|
post.reported_account()->xdata().add_flags(ACCOUNT_EXT_AUTO_VIRTUALIZE);
|
|
|
|
if (! post.has_flags(POST_VIRTUAL))
|
|
post.reported_account()->xdata().add_flags(ACCOUNT_EXT_HAS_NON_VIRTUALS);
|
|
else if (! post.has_flags(POST_MUST_BALANCE))
|
|
post.reported_account()->xdata().add_flags(ACCOUNT_EXT_HAS_UNB_VIRTUALS);
|
|
}
|
|
|
|
void interval_posts::report_subtotal(const date_interval_t& interval)
|
|
{
|
|
if (last_post && interval) {
|
|
if (exact_periods)
|
|
subtotal_posts::report_subtotal();
|
|
else
|
|
subtotal_posts::report_subtotal(NULL, interval);
|
|
}
|
|
|
|
last_post = NULL;
|
|
}
|
|
|
|
void interval_posts::operator()(post_t& post)
|
|
{
|
|
date_t date = post.date();
|
|
|
|
if (! interval.find_period(post.date()))
|
|
return;
|
|
|
|
if (interval.duration) {
|
|
if (last_interval && interval != last_interval) {
|
|
report_subtotal(last_interval);
|
|
|
|
if (generate_empty_posts) {
|
|
for (++last_interval; interval != last_interval; ++last_interval) {
|
|
// Generate a null posting, so the intervening periods can be
|
|
// seen when -E is used, or if the calculated amount ends up being
|
|
// non-zero
|
|
xact_t& null_xact = temps.create_xact();
|
|
null_xact._date = last_interval.inclusive_end();
|
|
|
|
post_t& null_post = temps.create_post(null_xact, &empty_account);
|
|
null_post.add_flags(POST_CALCULATED);
|
|
null_post.amount = 0L;
|
|
|
|
last_post = &null_post;
|
|
subtotal_posts::operator()(null_post);
|
|
|
|
report_subtotal(last_interval);
|
|
}
|
|
assert(interval == last_interval);
|
|
} else {
|
|
last_interval = interval;
|
|
}
|
|
} else {
|
|
last_interval = interval;
|
|
}
|
|
subtotal_posts::operator()(post);
|
|
} else {
|
|
item_handler<post_t>::operator()(post);
|
|
}
|
|
|
|
last_post = &post;
|
|
}
|
|
|
|
void posts_as_equity::report_subtotal()
|
|
{
|
|
date_t finish;
|
|
foreach (post_t * post, component_posts) {
|
|
date_t date = post->date();
|
|
if (! is_valid(finish) || date > finish)
|
|
finish = date;
|
|
}
|
|
component_posts.clear();
|
|
|
|
xact_t& xact = temps.create_xact();
|
|
xact.payee = _("Opening Balances");
|
|
xact._date = finish;
|
|
|
|
value_t total = 0L;
|
|
foreach (values_map::value_type& pair, values) {
|
|
handle_value(pair.second.value, pair.second.account, &xact, temps,
|
|
*handler);
|
|
total += pair.second.value;
|
|
}
|
|
values.clear();
|
|
|
|
if (total.is_balance()) {
|
|
foreach (balance_t::amounts_map::value_type pair,
|
|
total.as_balance().amounts) {
|
|
post_t& balance_post = temps.create_post(xact, balance_account);
|
|
balance_post.amount = - pair.second;
|
|
(*handler)(balance_post);
|
|
}
|
|
} else {
|
|
post_t& balance_post = temps.create_post(xact, balance_account);
|
|
balance_post.amount = - total.to_amount();
|
|
(*handler)(balance_post);
|
|
}
|
|
}
|
|
|
|
void by_payee_posts::flush()
|
|
{
|
|
foreach (payee_subtotals_map::value_type& pair, payee_subtotals)
|
|
pair.second->report_subtotal(pair.first.c_str());
|
|
|
|
item_handler<post_t>::flush();
|
|
|
|
payee_subtotals.clear();
|
|
}
|
|
|
|
void by_payee_posts::operator()(post_t& post)
|
|
{
|
|
payee_subtotals_map::iterator i = payee_subtotals.find(post.xact->payee);
|
|
if (i == payee_subtotals.end()) {
|
|
payee_subtotals_pair
|
|
temp(post.xact->payee,
|
|
shared_ptr<subtotal_posts>(new subtotal_posts(handler, amount_expr)));
|
|
std::pair<payee_subtotals_map::iterator, bool> result
|
|
= payee_subtotals.insert(temp);
|
|
|
|
assert(result.second);
|
|
if (! result.second)
|
|
return;
|
|
i = result.first;
|
|
}
|
|
|
|
(*(*i).second)(post);
|
|
}
|
|
|
|
void transfer_details::operator()(post_t& post)
|
|
{
|
|
xact_t& xact = temps.copy_xact(*post.xact);
|
|
xact._date = post.date();
|
|
|
|
post_t& temp = temps.copy_post(post, xact);
|
|
temp.set_state(post.state());
|
|
|
|
bind_scope_t bound_scope(scope, temp);
|
|
|
|
switch (which_element) {
|
|
case SET_PAYEE:
|
|
xact.payee = expr.calc(bound_scope).to_string();
|
|
break;
|
|
case SET_ACCOUNT:
|
|
temp.account->remove_post(&temp);
|
|
temp.account = master->find_account(expr.calc(bound_scope).to_string());
|
|
temp.account->add_post(&temp);
|
|
break;
|
|
default:
|
|
assert(false);
|
|
break;
|
|
}
|
|
|
|
item_handler<post_t>::operator()(temp);
|
|
}
|
|
|
|
void dow_posts::flush()
|
|
{
|
|
for (int i = 0; i < 7; i++) {
|
|
foreach (post_t * post, days_of_the_week[i])
|
|
subtotal_posts::operator()(*post);
|
|
subtotal_posts::report_subtotal("%As");
|
|
days_of_the_week[i].clear();
|
|
}
|
|
|
|
subtotal_posts::flush();
|
|
}
|
|
|
|
void generate_posts::add_period_xacts(period_xacts_list& period_xacts)
|
|
{
|
|
foreach (period_xact_t * xact, period_xacts)
|
|
foreach (post_t * post, xact->posts)
|
|
add_post(xact->period, *post);
|
|
}
|
|
|
|
void generate_posts::add_post(const date_interval_t& period, post_t& post)
|
|
{
|
|
pending_posts.push_back(pending_posts_pair(period, &post));
|
|
}
|
|
|
|
void budget_posts::report_budget_items(const date_t& date)
|
|
{
|
|
if (pending_posts.size() == 0)
|
|
return;
|
|
|
|
bool reported;
|
|
do {
|
|
reported = false;
|
|
foreach (pending_posts_list::value_type& pair, pending_posts) {
|
|
optional<date_t> begin = pair.first.start;
|
|
if (! begin) {
|
|
if (! pair.first.find_period(date))
|
|
throw_(std::runtime_error, _("Something odd has happened"));
|
|
begin = pair.first.start;
|
|
}
|
|
assert(begin);
|
|
|
|
if (*begin < date &&
|
|
(! pair.first.end || *begin < *pair.first.end)) {
|
|
post_t& post = *pair.second;
|
|
|
|
DEBUG("ledger.walk.budget", "Reporting budget for "
|
|
<< post.reported_account()->fullname());
|
|
|
|
xact_t& xact = temps.create_xact();
|
|
xact.payee = _("Budget transaction");
|
|
xact._date = begin;
|
|
|
|
post_t& temp = temps.copy_post(post, xact);
|
|
temp.amount.in_place_negate();
|
|
|
|
if (flags & BUDGET_WRAP_VALUES) {
|
|
value_t seq;
|
|
seq.push_back(0L);
|
|
seq.push_back(temp.amount);
|
|
|
|
temp.xdata().compound_value = seq;
|
|
temp.xdata().add_flags(POST_EXT_COMPOUND);
|
|
}
|
|
|
|
++pair.first;
|
|
begin = *pair.first.start;
|
|
|
|
item_handler<post_t>::operator()(temp);
|
|
|
|
reported = true;
|
|
}
|
|
}
|
|
} while (reported);
|
|
}
|
|
|
|
void budget_posts::operator()(post_t& post)
|
|
{
|
|
bool post_in_budget = false;
|
|
|
|
foreach (pending_posts_list::value_type& pair, pending_posts) {
|
|
for (account_t * acct = post.reported_account();
|
|
acct;
|
|
acct = acct->parent) {
|
|
if (acct == (*pair.second).reported_account()) {
|
|
post_in_budget = true;
|
|
// Report the post as if it had occurred in the parent account.
|
|
if (post.reported_account() != acct)
|
|
post.xdata().account = acct;
|
|
goto handle;
|
|
}
|
|
}
|
|
}
|
|
|
|
handle:
|
|
if (post_in_budget && flags & BUDGET_BUDGETED) {
|
|
report_budget_items(post.date());
|
|
item_handler<post_t>::operator()(post);
|
|
}
|
|
else if (! post_in_budget && flags & BUDGET_UNBUDGETED) {
|
|
item_handler<post_t>::operator()(post);
|
|
}
|
|
}
|
|
|
|
void forecast_posts::add_post(const date_interval_t& period, post_t& post)
|
|
{
|
|
generate_posts::add_post(period, post);
|
|
|
|
// Advance the period's interval until it is at or beyond the current date.
|
|
date_interval_t& i = pending_posts.back().first;
|
|
if (! i.start) {
|
|
if (! i.find_period(CURRENT_DATE()))
|
|
throw_(std::runtime_error, _("Something odd has happened"));
|
|
++i;
|
|
} else {
|
|
while (*i.start < CURRENT_DATE())
|
|
++i;
|
|
}
|
|
}
|
|
|
|
void forecast_posts::flush()
|
|
{
|
|
posts_list passed;
|
|
date_t last = CURRENT_DATE();
|
|
|
|
// If there are period transactions to apply in a continuing series until
|
|
// the forecast condition is met, generate those transactions now. Note
|
|
// that no matter what, we abandon forecasting beyond the next 5 years.
|
|
//
|
|
// It works like this:
|
|
//
|
|
// Earlier, in forecast_posts::add_period_xacts, we cut up all the periodic
|
|
// transactions into their components postings, so that we have N "periodic
|
|
// postings". For example, if the user had this:
|
|
//
|
|
// ~ daily
|
|
// Expenses:Food $10
|
|
// Expenses:Auto:Gas $20
|
|
// ~ monthly
|
|
// Expenses:Food $100
|
|
// Expenses:Auto:Gas $200
|
|
//
|
|
// We now have 4 periodic postings in `pending_posts'.
|
|
//
|
|
// Each periodic postings gets its own copy of its parent transaction's
|
|
// period, which is modified as we go. This is found in the second member
|
|
// of the pending_posts_list for each posting.
|
|
//
|
|
// The algorithm below works by iterating through the N periodic postings
|
|
// over and over, until each of them mets the termination critera for the
|
|
// forecast and is removed from the set.
|
|
|
|
while (pending_posts.size() > 0) {
|
|
// At each step through the loop, we find the first periodic posting whose
|
|
// period contains the earliest starting date.
|
|
pending_posts_list::iterator least = pending_posts.begin();
|
|
for (pending_posts_list::iterator i = ++pending_posts.begin();
|
|
i != pending_posts.end();
|
|
i++) {
|
|
if (*(*i).first.start < *(*least).first.start)
|
|
least = i;
|
|
}
|
|
|
|
date_t& begin = *(*least).first.start;
|
|
if ((*least).first.end)
|
|
assert(begin < *(*least).first.end);
|
|
|
|
// If the next date in the series for this periodic posting is more than 5
|
|
// years beyond the last valid post we generated, drop it from further
|
|
// consideration.
|
|
date_t next = *(*least).first.next;
|
|
assert(next > begin);
|
|
|
|
if (static_cast<std::size_t>((next - last).days()) >
|
|
static_cast<std::size_t>(365U) * forecast_years) {
|
|
DEBUG("filters.forecast",
|
|
"Forecast transaction exceeds " << forecast_years
|
|
<< " years beyond today");
|
|
pending_posts.erase(least);
|
|
continue;
|
|
}
|
|
|
|
begin = next;
|
|
++(*least).first;
|
|
|
|
// `post' refers to the posting defined in the period transaction. We
|
|
// make a copy of it within a temporary transaction with the payee
|
|
// "Forecast transaction".
|
|
post_t& post = *(*least).second;
|
|
xact_t& xact = temps.create_xact();
|
|
xact.payee = _("Forecast transaction");
|
|
xact._date = begin;
|
|
post_t& temp = temps.copy_post(post, xact);
|
|
|
|
// Submit the generated posting
|
|
DEBUG("filters.forecast",
|
|
"Forecast transaction: " << temp.date()
|
|
<< " " << temp.account->fullname()
|
|
<< " " << temp.amount);
|
|
item_handler<post_t>::operator()(temp);
|
|
|
|
// If the generated posting matches the user's report query, check whether
|
|
// it also fails to match the continuation condition for the forecast. If
|
|
// it does, drop this periodic posting from consideration.
|
|
if (temp.has_xdata() && temp.xdata().has_flags(POST_EXT_MATCHES)) {
|
|
DEBUG("filters.forecast", " matches report query");
|
|
bind_scope_t bound_scope(context, temp);
|
|
if (! pred(bound_scope)) {
|
|
DEBUG("filters.forecast", " fails to match continuation criteria");
|
|
pending_posts.erase(least);
|
|
continue;
|
|
}
|
|
}
|
|
}
|
|
|
|
item_handler<post_t>::flush();
|
|
}
|
|
|
|
pass_down_accounts::pass_down_accounts(acct_handler_ptr handler,
|
|
accounts_iterator& iter,
|
|
const optional<item_predicate>& _pred,
|
|
const optional<scope_t&>& _context)
|
|
: item_handler<account_t>(handler), pred(_pred), context(_context)
|
|
{
|
|
TRACE_CTOR(pass_down_accounts, "acct_handler_ptr, accounts_iterator, ...");
|
|
|
|
for (account_t * account = iter(); account; account = iter()) {
|
|
if (! pred) {
|
|
item_handler<account_t>::operator()(*account);
|
|
} else {
|
|
bind_scope_t bound_scope(*context, *account);
|
|
if ((*pred)(bound_scope))
|
|
item_handler<account_t>::operator()(*account);
|
|
}
|
|
}
|
|
|
|
item_handler<account_t>::flush();
|
|
}
|
|
|
|
} // namespace ledger
|