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author | John Wiegley <johnw@newartisans.com> | 2010-06-19 16:07:54 -0400 |
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committer | John Wiegley <johnw@newartisans.com> | 2010-06-19 16:07:59 -0400 |
commit | 6770380b6da5061857e0a15539f1b85669d24e62 (patch) | |
tree | d04d198e1fa4abf0c4642a5112dbf99c4558e832 | |
parent | b819475a9346bedf31fd25e67dc2640ff6431141 (diff) | |
download | fork-ledger-6770380b6da5061857e0a15539f1b85669d24e62.tar.gz fork-ledger-6770380b6da5061857e0a15539f1b85669d24e62.tar.bz2 fork-ledger-6770380b6da5061857e0a15539f1b85669d24e62.zip |
Subsantial fixes and improvements to budgeting
1. A bounded budget "from DATE to DATE" will now generate entries
throughout that entire range, if it is triggered.
2. An unbounded budget begins, as before, in the timeframe of the
reported posting which triggered it, but now continues until the
present date.
-rw-r--r-- | src/chain.cc | 4 | ||||
-rw-r--r-- | src/filters.cc | 45 | ||||
-rw-r--r-- | src/filters.h | 10 | ||||
-rw-r--r-- | test/baseline/opt-add-budget.test | 2 | ||||
-rw-r--r-- | test/baseline/opt-budget.test | 2 | ||||
-rw-r--r-- | test/baseline/opt-budget_range.test | 111 | ||||
-rw-r--r-- | test/regress/8254755E.test | 6 |
7 files changed, 164 insertions, 16 deletions
diff --git a/src/chain.cc b/src/chain.cc index 8010ba74..228c3fec 100644 --- a/src/chain.cc +++ b/src/chain.cc @@ -67,8 +67,8 @@ post_handler_ptr chain_pre_post_handlers(post_handler_ptr base_handler, // future balance. if (report.budget_flags != BUDGET_NO_BUDGET) { - budget_posts * budget_handler = new budget_posts(handler, - report.budget_flags); + budget_posts * budget_handler = + new budget_posts(handler, report.terminus.date(), report.budget_flags); budget_handler->add_period_xacts(report.session.journal->period_xacts); handler.reset(budget_handler); diff --git a/src/filters.cc b/src/filters.cc index 1a45ee8a..1a0ecd50 100644 --- a/src/filters.cc +++ b/src/filters.cc @@ -1143,20 +1143,44 @@ void budget_posts::report_budget_items(const date_t& date) bool reported; do { + std::list<pending_posts_list::iterator> posts_to_erase; + reported = false; - foreach (pending_posts_list::value_type& pair, pending_posts) { + for (pending_posts_list::iterator i = pending_posts.begin(); + i != pending_posts.end(); + i++) { + pending_posts_list::value_type& pair(*i); + optional<date_t> begin = pair.first.start; if (! begin) { - if (! pair.first.find_period(date)) + optional<date_t> range_begin; + if (pair.first.range) + range_begin = pair.first.range->begin(); + + DEBUG("budget.generate", "Finding period for pending post"); + if (! pair.first.find_period(range_begin ? *range_begin : date)) continue; + if (! pair.first.start) + throw_(std::logic_error, + _("Failed to find period for periodic transaction")); begin = pair.first.start; } - assert(begin); + +#if defined(DEBUG_ON) + DEBUG("budget.generate", "begin = " << *begin); + DEBUG("budget.generate", "date = " << date); + if (pair.first.finish) + DEBUG("budget.generate", "pair.first.finish = " << *pair.first.finish); +#endif if (*begin <= date && (! pair.first.finish || *begin < *pair.first.finish)) { post_t& post = *pair.second; + ++pair.first; + if (! pair.first.start) + posts_to_erase.push_back(i); + DEBUG("budget.generate", "Reporting budget for " << post.reported_account()->fullname()); @@ -1176,14 +1200,14 @@ void budget_posts::report_budget_items(const date_t& date) temp.xdata().add_flags(POST_EXT_COMPOUND); } - ++pair.first; - begin = *pair.first.start; - item_handler<post_t>::operator()(temp); reported = true; } } + + foreach (pending_posts_list::iterator& i, posts_to_erase) + pending_posts.erase(i); } while (reported); } @@ -1208,6 +1232,7 @@ void budget_posts::operator()(post_t& post) handle: if (post_in_budget && flags & BUDGET_BUDGETED) { report_budget_items(post.date()); + count++; item_handler<post_t>::operator()(post); } else if (! post_in_budget && flags & BUDGET_UNBUDGETED) { @@ -1215,6 +1240,14 @@ void budget_posts::operator()(post_t& post) } } +void budget_posts::flush() +{ + if (count > 0) + report_budget_items(terminus); + + item_handler<post_t>::flush(); +} + void forecast_posts::add_post(const date_interval_t& period, post_t& post) { date_interval_t i(period); diff --git a/src/filters.h b/src/filters.h index 180253d2..72e8f19f 100644 --- a/src/filters.h +++ b/src/filters.h @@ -882,14 +882,17 @@ class budget_posts : public generate_posts #define BUDGET_WRAP_VALUES 0x04 uint_least8_t flags; + date_t terminus; + std::size_t count; budget_posts(); public: budget_posts(post_handler_ptr handler, - uint_least8_t _flags = BUDGET_BUDGETED) - : generate_posts(handler), flags(_flags) { - TRACE_CTOR(budget_posts, "post_handler_ptr, uint_least8_t"); + date_t _terminus, + uint_least8_t _flags = BUDGET_BUDGETED) + : generate_posts(handler), flags(_flags), terminus(_terminus), count(0) { + TRACE_CTOR(budget_posts, "post_handler_ptr, date_t, uint_least8_t"); } virtual ~budget_posts() throw() { TRACE_DTOR(budget_posts); @@ -897,6 +900,7 @@ public: void report_budget_items(const date_t& date); + virtual void flush(); virtual void operator()(post_t& post); }; diff --git a/test/baseline/opt-add-budget.test b/test/baseline/opt-add-budget.test index 535335d3..d2cd6945 100644 --- a/test/baseline/opt-add-budget.test +++ b/test/baseline/opt-add-budget.test @@ -1,4 +1,4 @@ -reg --add-budget books cards +reg --add-budget books cards --now=2009/12/31 <<< ~ monthly Expenses:Books $10.00 diff --git a/test/baseline/opt-budget.test b/test/baseline/opt-budget.test index eb2ade9d..67b4e85e 100644 --- a/test/baseline/opt-budget.test +++ b/test/baseline/opt-budget.test @@ -1,4 +1,4 @@ -reg --budget books +reg --budget books --now=2009/12/31 <<< ~ monthly Expenses:Books $10.00 diff --git a/test/baseline/opt-budget_range.test b/test/baseline/opt-budget_range.test new file mode 100644 index 00000000..7c8ee2d2 --- /dev/null +++ b/test/baseline/opt-budget_range.test @@ -0,0 +1,111 @@ +reg --now=2010/02 --sort=date exp --budget +<<< +~ monthly + Expenses:Food $100 + Expenses:Movies $20 + Assets:Cash + +~ monthly from 2009 + Expenses:Food $101 + Expenses:Movies $21 + Assets:Cash + +~ monthly to 2010 + Expenses:Food $102 + Expenses:Movies $22 + Assets:Cash + +~ monthly from 2009 to 2010 + Expenses:Food $103 + Expenses:Movies $23 + Assets:Cash + +2009/06/05 Grocery + Expenses:Food $5 + Assets:Cash +>>> +09-Jan-01 Budget transaction Expenses:Food $-101 $-101 +09-Jan-01 Budget transaction Expenses:Movies $-21 $-122 +09-Jan-01 Budget transaction Expenses:Food $-103 $-225 +09-Jan-01 Budget transaction Expenses:Movies $-23 $-248 +09-Feb-01 Budget transaction Expenses:Food $-101 $-349 +09-Feb-01 Budget transaction Expenses:Movies $-21 $-370 +09-Feb-01 Budget transaction Expenses:Food $-103 $-473 +09-Feb-01 Budget transaction Expenses:Movies $-23 $-496 +09-Mar-01 Budget transaction Expenses:Food $-101 $-597 +09-Mar-01 Budget transaction Expenses:Movies $-21 $-618 +09-Mar-01 Budget transaction Expenses:Food $-103 $-721 +09-Mar-01 Budget transaction Expenses:Movies $-23 $-744 +09-Apr-01 Budget transaction Expenses:Food $-101 $-845 +09-Apr-01 Budget transaction Expenses:Movies $-21 $-866 +09-Apr-01 Budget transaction Expenses:Food $-103 $-969 +09-Apr-01 Budget transaction Expenses:Movies $-23 $-992 +09-May-01 Budget transaction Expenses:Food $-101 $-1093 +09-May-01 Budget transaction Expenses:Movies $-21 $-1114 +09-May-01 Budget transaction Expenses:Food $-103 $-1217 +09-May-01 Budget transaction Expenses:Movies $-23 $-1240 +09-Jun-01 Budget transaction Expenses:Food $-100 $-1340 +09-Jun-01 Budget transaction Expenses:Movies $-20 $-1360 +09-Jun-01 Budget transaction Expenses:Food $-102 $-1462 +09-Jun-01 Budget transaction Expenses:Movies $-22 $-1484 +09-Jun-01 Budget transaction Expenses:Food $-101 $-1585 +09-Jun-01 Budget transaction Expenses:Movies $-21 $-1606 +09-Jun-01 Budget transaction Expenses:Food $-103 $-1709 +09-Jun-01 Budget transaction Expenses:Movies $-23 $-1732 +09-Jun-05 Grocery Expenses:Food $5 $-1727 +09-Jul-01 Budget transaction Expenses:Food $-100 $-1827 +09-Jul-01 Budget transaction Expenses:Movies $-20 $-1847 +09-Jul-01 Budget transaction Expenses:Food $-101 $-1948 +09-Jul-01 Budget transaction Expenses:Movies $-21 $-1969 +09-Jul-01 Budget transaction Expenses:Food $-102 $-2071 +09-Jul-01 Budget transaction Expenses:Movies $-22 $-2093 +09-Jul-01 Budget transaction Expenses:Food $-103 $-2196 +09-Jul-01 Budget transaction Expenses:Movies $-23 $-2219 +09-Aug-01 Budget transaction Expenses:Food $-100 $-2319 +09-Aug-01 Budget transaction Expenses:Movies $-20 $-2339 +09-Aug-01 Budget transaction Expenses:Food $-101 $-2440 +09-Aug-01 Budget transaction Expenses:Movies $-21 $-2461 +09-Aug-01 Budget transaction Expenses:Food $-102 $-2563 +09-Aug-01 Budget transaction Expenses:Movies $-22 $-2585 +09-Aug-01 Budget transaction Expenses:Food $-103 $-2688 +09-Aug-01 Budget transaction Expenses:Movies $-23 $-2711 +09-Sep-01 Budget transaction Expenses:Food $-100 $-2811 +09-Sep-01 Budget transaction Expenses:Movies $-20 $-2831 +09-Sep-01 Budget transaction Expenses:Food $-101 $-2932 +09-Sep-01 Budget transaction Expenses:Movies $-21 $-2953 +09-Sep-01 Budget transaction Expenses:Food $-102 $-3055 +09-Sep-01 Budget transaction Expenses:Movies $-22 $-3077 +09-Sep-01 Budget transaction Expenses:Food $-103 $-3180 +09-Sep-01 Budget transaction Expenses:Movies $-23 $-3203 +09-Oct-01 Budget transaction Expenses:Food $-100 $-3303 +09-Oct-01 Budget transaction Expenses:Movies $-20 $-3323 +09-Oct-01 Budget transaction Expenses:Food $-101 $-3424 +09-Oct-01 Budget transaction Expenses:Movies $-21 $-3445 +09-Oct-01 Budget transaction Expenses:Food $-102 $-3547 +09-Oct-01 Budget transaction Expenses:Movies $-22 $-3569 +09-Oct-01 Budget transaction Expenses:Food $-103 $-3672 +09-Oct-01 Budget transaction Expenses:Movies $-23 $-3695 +09-Nov-01 Budget transaction Expenses:Food $-100 $-3795 +09-Nov-01 Budget transaction Expenses:Movies $-20 $-3815 +09-Nov-01 Budget transaction Expenses:Food $-101 $-3916 +09-Nov-01 Budget transaction Expenses:Movies $-21 $-3937 +09-Nov-01 Budget transaction Expenses:Food $-102 $-4039 +09-Nov-01 Budget transaction Expenses:Movies $-22 $-4061 +09-Nov-01 Budget transaction Expenses:Food $-103 $-4164 +09-Nov-01 Budget transaction Expenses:Movies $-23 $-4187 +09-Dec-01 Budget transaction Expenses:Food $-100 $-4287 +09-Dec-01 Budget transaction Expenses:Movies $-20 $-4307 +09-Dec-01 Budget transaction Expenses:Food $-101 $-4408 +09-Dec-01 Budget transaction Expenses:Movies $-21 $-4429 +09-Dec-01 Budget transaction Expenses:Food $-102 $-4531 +09-Dec-01 Budget transaction Expenses:Movies $-22 $-4553 +09-Dec-01 Budget transaction Expenses:Food $-103 $-4656 +09-Dec-01 Budget transaction Expenses:Movies $-23 $-4679 +10-Jan-01 Budget transaction Expenses:Food $-100 $-4779 +10-Jan-01 Budget transaction Expenses:Movies $-20 $-4799 +10-Jan-01 Budget transaction Expenses:Food $-101 $-4900 +10-Jan-01 Budget transaction Expenses:Movies $-21 $-4921 +10-Feb-01 Budget transaction Expenses:Food $-100 $-5021 +10-Feb-01 Budget transaction Expenses:Movies $-20 $-5041 +10-Feb-01 Budget transaction Expenses:Food $-101 $-5142 +10-Feb-01 Budget transaction Expenses:Movies $-21 $-5163 diff --git a/test/regress/8254755E.test b/test/regress/8254755E.test index 26baf52d..98904d6e 100644 --- a/test/regress/8254755E.test +++ b/test/regress/8254755E.test @@ -1,4 +1,4 @@ -bal --flat food:out +bal --flat food:out --now=2009/12/31 <<< ~ Monthly Expenses:Auto:Fuel $120.00 @@ -13,8 +13,8 @@ bal --flat food:out $50.00 Expenses:Food:Out >>>2 === 0 -bal --flat --budget food:out +bal --flat --budget food:out --now=2009/12/31 >>>1 - $-50.00 Expenses:Food:Out + $-150.00 Expenses:Food:Out >>>2 === 0 |