731 lines
19 KiB
C++
731 lines
19 KiB
C++
/*
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* Copyright (c) 2003-2010, 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 "post.h"
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#include "xact.h"
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#include "account.h"
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#include "journal.h"
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#include "format.h"
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namespace ledger {
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bool post_t::has_tag(const string& tag) const
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{
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if (item_t::has_tag(tag))
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return true;
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if (xact)
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return xact->has_tag(tag);
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return false;
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}
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bool post_t::has_tag(const mask_t& tag_mask,
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const optional<mask_t>& value_mask) const
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{
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if (item_t::has_tag(tag_mask, value_mask))
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return true;
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if (xact)
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return xact->has_tag(tag_mask, value_mask);
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return false;
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}
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optional<value_t> post_t::get_tag(const string& tag) const
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{
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if (optional<value_t> value = item_t::get_tag(tag))
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return value;
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if (xact)
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return xact->get_tag(tag);
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return none;
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}
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optional<value_t> post_t::get_tag(const mask_t& tag_mask,
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const optional<mask_t>& value_mask) const
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{
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if (optional<value_t> value = item_t::get_tag(tag_mask, value_mask))
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return value;
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if (xact)
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return xact->get_tag(tag_mask, value_mask);
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return none;
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}
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date_t post_t::value_date() const
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{
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if (xdata_ && is_valid(xdata_->value_date))
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return xdata_->value_date;
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return date();
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}
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date_t post_t::date() const
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{
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if (xdata_ && is_valid(xdata_->date))
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return xdata_->date;
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if (item_t::use_effective_date) {
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if (_date_eff)
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return *_date_eff;
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else if (xact && xact->_date_eff)
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return *xact->_date_eff;
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}
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if (! _date) {
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assert(xact);
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return xact->date();
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}
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return *_date;
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}
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date_t post_t::actual_date() const
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{
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if (xdata_ && is_valid(xdata_->date))
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return xdata_->date;
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if (! _date) {
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assert(xact);
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return xact->date();
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}
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return *_date;
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}
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optional<date_t> post_t::effective_date() const
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{
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optional<date_t> date = item_t::effective_date();
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if (! date && xact)
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return xact->effective_date();
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return date;
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}
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namespace {
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value_t get_this(post_t& post) {
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return scope_value(&post);
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}
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value_t get_is_calculated(post_t& post) {
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return post.has_flags(POST_CALCULATED);
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}
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value_t get_is_cost_calculated(post_t& post) {
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return post.has_flags(POST_COST_CALCULATED);
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}
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value_t get_virtual(post_t& post) {
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return post.has_flags(POST_VIRTUAL);
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}
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value_t get_real(post_t& post) {
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return ! post.has_flags(POST_VIRTUAL);
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}
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value_t get_xact(post_t& post) {
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return scope_value(post.xact);
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}
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value_t get_xact_id(post_t& post) {
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return static_cast<long>(post.xact_id());
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}
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value_t get_code(post_t& post) {
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if (post.xact->code)
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return string_value(*post.xact->code);
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else
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return NULL_VALUE;
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}
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value_t get_payee(post_t& post) {
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return string_value(post.xact->payee);
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}
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value_t get_note(post_t& post) {
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if (post.note || post.xact->note) {
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string note = post.note ? *post.note : empty_string;
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note += post.xact->note ? *post.xact->note : empty_string;
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return string_value(note);
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} else {
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return NULL_VALUE;
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}
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}
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value_t get_magnitude(post_t& post) {
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return post.xact->magnitude();
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}
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value_t get_idstring(post_t& post) {
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return string_value(post.xact->idstring());
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}
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value_t get_id(post_t& post) {
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return string_value(post.xact->id());
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}
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value_t get_amount(post_t& post) {
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if (post.has_xdata() && post.xdata().has_flags(POST_EXT_COMPOUND))
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return post.xdata().compound_value;
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else if (post.amount.is_null())
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return 0L;
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else
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return post.amount;
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}
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value_t get_use_direct_amount(post_t& post) {
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return post.has_xdata() && post.xdata().has_flags(POST_EXT_DIRECT_AMT);
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}
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value_t get_commodity(call_scope_t& args)
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{
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if (args.has<amount_t>(0)) {
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return string_value(args.get<amount_t>(0).commodity().symbol());
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} else {
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post_t& post(args.context<post_t>());
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if (post.has_xdata() && post.xdata().has_flags(POST_EXT_COMPOUND))
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return string_value(post.xdata().compound_value.to_amount()
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.commodity().symbol());
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else
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return string_value(post.amount.commodity().symbol());
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}
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}
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value_t get_commodity_is_primary(post_t& post) {
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if (post.has_xdata() &&
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post.xdata().has_flags(POST_EXT_COMPOUND))
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return post.xdata().compound_value.to_amount()
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.commodity().has_flags(COMMODITY_PRIMARY);
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else
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return post.amount.commodity().has_flags(COMMODITY_PRIMARY);
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}
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value_t get_has_cost(post_t& post) {
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return post.cost ? true : false;
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}
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value_t get_cost(post_t& post) {
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if (post.cost)
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return *post.cost;
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else if (post.has_xdata() &&
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post.xdata().has_flags(POST_EXT_COMPOUND))
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return post.xdata().compound_value;
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else if (post.amount.is_null())
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return 0L;
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else
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return post.amount;
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}
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value_t get_total(post_t& post) {
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if (post.xdata_ && ! post.xdata_->total.is_null())
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return post.xdata_->total;
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else if (post.amount.is_null())
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return 0L;
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else
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return post.amount;
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}
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value_t get_count(post_t& post) {
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if (post.xdata_)
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return long(post.xdata_->count);
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else
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return 1L;
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}
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value_t get_account(call_scope_t& args)
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{
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post_t& post(args.context<post_t>());
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account_t& account(*post.reported_account());
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string name;
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if (args.has(0)) {
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if (args[0].is_long()) {
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if (args.get<long>(0) > 2)
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name = format_t::truncate(account.fullname(),
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args.get<long>(0) - 2,
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2 /* account_abbrev_length */);
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else
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name = account.fullname();
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} else {
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account_t * acct = NULL;
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account_t * master = &account;
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while (master->parent)
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master = master->parent;
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if (args[0].is_string()) {
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name = args.get<string>(0);
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acct = master->find_account(name, false);
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}
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else if (args[0].is_mask()) {
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name = args.get<mask_t>(0).str();
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acct = master->find_account_re(name);
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}
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else {
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throw_(std::runtime_error,
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_("Expected string or mask for argument 1, but received %1")
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<< args[0].label());
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}
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if (! acct)
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throw_(std::runtime_error,
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_("Could not find an account matching ") << args[0]);
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else
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return value_t(static_cast<scope_t *>(acct));
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}
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}
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else if (args.type_context() == value_t::SCOPE) {
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return scope_value(&account);
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}
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else {
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name = account.fullname();
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}
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return string_value(name);
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}
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value_t get_display_account(call_scope_t& args)
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{
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post_t& post(args.context<post_t>());
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value_t acct = get_account(args);
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if (acct.is_string()) {
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if (post.has_flags(POST_VIRTUAL)) {
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if (post.must_balance())
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acct = string_value(string("[") + acct.as_string() + "]");
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else
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acct = string_value(string("(") + acct.as_string() + ")");
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}
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}
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return acct;
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}
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value_t get_account_id(post_t& post) {
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return static_cast<long>(post.account_id());
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}
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value_t get_account_base(post_t& post) {
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return string_value(post.reported_account()->name);
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}
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value_t get_account_depth(post_t& post) {
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return long(post.reported_account()->depth);
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}
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value_t get_value_date(post_t& post) {
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if (post.has_xdata()) {
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post_t::xdata_t& xdata(post.xdata());
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if (! xdata.value_date.is_not_a_date())
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return xdata.value_date;
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}
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return post.date();
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}
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value_t get_datetime(post_t& post) {
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return post.xdata().datetime;
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}
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template <value_t (*Func)(post_t&)>
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value_t get_wrapper(call_scope_t& scope) {
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return (*Func)(find_scope<post_t>(scope));
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}
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value_t fn_any(call_scope_t& args)
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{
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post_t& post(args.context<post_t>());
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expr_t::ptr_op_t expr(args.get<expr_t::ptr_op_t>(0));
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foreach (post_t * p, post.xact->posts) {
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bind_scope_t bound_scope(args, *p);
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if (p == &post && args.has<expr_t::ptr_op_t>(1) &&
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! args.get<expr_t::ptr_op_t>(1)->calc(bound_scope).to_boolean()) {
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// If the user specifies any(EXPR, false), and the context is a
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// posting, then that posting isn't considered by the test.
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; // skip it
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}
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else if (expr->calc(bound_scope).to_boolean()) {
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return true;
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}
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}
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return false;
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}
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value_t fn_all(call_scope_t& args)
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{
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post_t& post(args.context<post_t>());
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expr_t::ptr_op_t expr(args.get<expr_t::ptr_op_t>(0));
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foreach (post_t * p, post.xact->posts) {
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bind_scope_t bound_scope(args, *p);
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if (p == &post && args.has<expr_t::ptr_op_t>(1) &&
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! args.get<expr_t::ptr_op_t>(1)->calc(bound_scope).to_boolean()) {
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// If the user specifies any(EXPR, false), and the context is a
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// posting, then that posting isn't considered by the test.
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; // skip it
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}
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else if (! expr->calc(bound_scope).to_boolean()) {
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return false;
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}
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}
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return true;
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}
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}
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expr_t::ptr_op_t post_t::lookup(const symbol_t::kind_t kind,
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const string& name)
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{
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if (kind != symbol_t::FUNCTION)
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return item_t::lookup(kind, name);
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switch (name[0]) {
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case 'a':
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if (name[1] == '\0' || name == "amount")
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return WRAP_FUNCTOR(get_wrapper<&get_amount>);
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else if (name == "account")
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return WRAP_FUNCTOR(get_account);
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else if (name == "account_base")
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return WRAP_FUNCTOR(get_wrapper<&get_account_base>);
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else if (name == "account_id")
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return WRAP_FUNCTOR(get_wrapper<&get_account_id>);
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else if (name == "any")
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return WRAP_FUNCTOR(&fn_any);
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else if (name == "all")
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return WRAP_FUNCTOR(&fn_all);
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break;
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case 'b':
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if (name[1] == '\0')
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return WRAP_FUNCTOR(get_wrapper<&get_cost>);
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break;
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case 'c':
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if (name == "code")
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return WRAP_FUNCTOR(get_wrapper<&get_code>);
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else if (name == "cost")
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return WRAP_FUNCTOR(get_wrapper<&get_cost>);
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else if (name == "cost_calculated")
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return WRAP_FUNCTOR(get_wrapper<&get_is_cost_calculated>);
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else if (name == "count")
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return WRAP_FUNCTOR(get_wrapper<&get_count>);
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else if (name == "calculated")
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return WRAP_FUNCTOR(get_wrapper<&get_is_calculated>);
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else if (name == "commodity")
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return WRAP_FUNCTOR(&get_commodity);
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break;
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case 'd':
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if (name == "display_account")
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return WRAP_FUNCTOR(get_display_account);
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else if (name == "depth")
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return WRAP_FUNCTOR(get_wrapper<&get_account_depth>);
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else if (name == "datetime")
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return WRAP_FUNCTOR(get_wrapper<&get_datetime>);
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break;
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case 'h':
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if (name == "has_cost")
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return WRAP_FUNCTOR(get_wrapper<&get_has_cost>);
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break;
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case 'i':
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if (name == "index")
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return WRAP_FUNCTOR(get_wrapper<&get_count>);
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else if (name == "id")
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return WRAP_FUNCTOR(get_wrapper<&get_id>);
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else if (name == "idstring")
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return WRAP_FUNCTOR(get_wrapper<&get_idstring>);
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break;
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case 'm':
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if (name == "magnitude")
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return WRAP_FUNCTOR(get_wrapper<&get_magnitude>);
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break;
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case 'n':
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if (name == "note")
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return WRAP_FUNCTOR(get_wrapper<&get_note>);
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else if (name[1] == '\0')
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return WRAP_FUNCTOR(get_wrapper<&get_count>);
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break;
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case 'p':
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if (name == "post")
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return WRAP_FUNCTOR(get_wrapper<&get_this>);
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else if (name == "payee")
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return WRAP_FUNCTOR(get_wrapper<&get_payee>);
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else if (name == "primary")
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return WRAP_FUNCTOR(get_wrapper<&get_commodity_is_primary>);
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else if (name == "parent")
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return WRAP_FUNCTOR(get_wrapper<&get_xact>);
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break;
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case 'r':
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if (name == "real")
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return WRAP_FUNCTOR(get_wrapper<&get_real>);
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break;
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case 't':
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if (name == "total")
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return WRAP_FUNCTOR(get_wrapper<&get_total>);
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break;
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case 'u':
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if (name == "use_direct_amount")
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return WRAP_FUNCTOR(get_wrapper<&get_use_direct_amount>);
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break;
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case 'v':
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if (name == "virtual")
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return WRAP_FUNCTOR(get_wrapper<&get_virtual>);
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else if (name == "value_date")
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return WRAP_FUNCTOR(get_wrapper<&get_value_date>);
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break;
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case 'x':
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if (name == "xact")
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return WRAP_FUNCTOR(get_wrapper<&get_xact>);
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else if (name == "xact_id")
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return WRAP_FUNCTOR(get_wrapper<&get_xact_id>);
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break;
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case 'N':
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if (name[1] == '\0')
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return WRAP_FUNCTOR(get_wrapper<&get_count>);
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break;
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case 'O':
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if (name[1] == '\0')
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return WRAP_FUNCTOR(get_wrapper<&get_total>);
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break;
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|
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case 'R':
|
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if (name[1] == '\0')
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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();
|
|
}
|
|
}
|
|
|
|
std::size_t post_t::xact_id() const
|
|
{
|
|
std::size_t id = 1;
|
|
foreach (post_t * p, xact->posts) {
|
|
if (p == this)
|
|
return id;
|
|
id++;
|
|
}
|
|
assert(! "Failed to find posting within its transaction");
|
|
return 0;
|
|
}
|
|
|
|
std::size_t post_t::account_id() const
|
|
{
|
|
std::size_t id = 1;
|
|
foreach (post_t * p, account->posts) {
|
|
if (p == this)
|
|
return id;
|
|
id++;
|
|
}
|
|
assert(! "Failed to find posting within its transaction");
|
|
return 0;
|
|
}
|
|
|
|
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.first) {
|
|
push_xml z(out, "variable");
|
|
{
|
|
push_xml z(out, "key");
|
|
out << y.guard(pair.first);
|
|
}
|
|
{
|
|
push_xml z(out, "value");
|
|
to_xml(out, *pair.second.first);
|
|
}
|
|
} 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
|