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authorJohn Wiegley <johnw@newartisans.com>2008-08-05 13:17:04 -0400
committerJohn Wiegley <johnw@newartisans.com>2008-08-05 18:05:49 -0400
commitf6f4a46cf5b14f9a2170cd6475958efbf320caec (patch)
tree05bc1defcdebc201de3dd10477483d906a842821 /src/commodity.h
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Moved around most of the files so that source code is in src/, documentation
is in doc/, etc.
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+/*
+ * Copyright (c) 2003-2008, John Wiegley. All rights reserved.
+ *
+ * Redistribution and use in source and binary forms, with or without
+ * modification, are permitted provided that the following conditions are
+ * met:
+ *
+ * - Redistributions of source code must retain the above copyright
+ * notice, this list of conditions and the following disclaimer.
+ *
+ * - Redistributions in binary form must reproduce the above copyright
+ * notice, this list of conditions and the following disclaimer in the
+ * documentation and/or other materials provided with the distribution.
+ *
+ * - Neither the name of New Artisans LLC nor the names of its
+ * contributors may be used to endorse or promote products derived from
+ * this software without specific prior written permission.
+ *
+ * THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS
+ * "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT
+ * LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR
+ * A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT
+ * OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL,
+ * SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT
+ * LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE,
+ * DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY
+ * THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT
+ * (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE
+ * OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
+ */
+
+/**
+ * @file commodity.h
+ * @author John Wiegley
+ * @date Wed Apr 18 22:05:53 2007
+ *
+ * @brief Types for handling commodities.
+ *
+ * This file contains one of the most basic types in Ledger:
+ * commodity_t, and its annotated cousin, annotated_commodity_t.
+ */
+#ifndef _COMMODITY_H
+#define _COMMODITY_H
+
+namespace ledger {
+
+class commodity_t
+ : public delegates_flags<>,
+ public equality_comparable1<commodity_t, noncopyable>
+{
+ friend class commodity_pool_t;
+
+public:
+ class base_t : public noncopyable, public supports_flags<>
+ {
+ base_t();
+
+ public:
+ typedef std::map<const datetime_t, amount_t> history_map;
+ typedef std::pair<const datetime_t, amount_t> history_pair;
+
+ struct history_t {
+ history_map prices;
+ ptime last_lookup;
+ };
+
+#define COMMODITY_STYLE_DEFAULTS 0x00
+#define COMMODITY_STYLE_SUFFIXED 0x01
+#define COMMODITY_STYLE_SEPARATED 0x02
+#define COMMODITY_STYLE_EUROPEAN 0x04
+#define COMMODITY_STYLE_THOUSANDS 0x08
+#define COMMODITY_STYLE_NOMARKET 0x10
+#define COMMODITY_STYLE_BUILTIN 0x20
+
+ string symbol;
+ amount_t::precision_t precision;
+ optional<string> name;
+ optional<string> note;
+ optional<history_t> history;
+ optional<amount_t> smaller;
+ optional<amount_t> larger;
+
+ public:
+ explicit base_t(const string& _symbol)
+ : supports_flags<>(COMMODITY_STYLE_DEFAULTS),
+ symbol(_symbol), precision(0) {
+ TRACE_CTOR(base_t, "const string&");
+ }
+ ~base_t() {
+ TRACE_DTOR(base_t);
+ }
+ };
+
+public:
+ static bool symbol_needs_quotes(const string& symbol);
+
+ typedef base_t::history_t history_t;
+ typedef base_t::history_map history_map;
+ typedef uint_least32_t ident_t;
+
+ shared_ptr<base_t> base;
+
+ commodity_pool_t * parent_;
+ ident_t ident;
+ optional<string> qualified_symbol;
+ optional<string> mapping_key_;
+ bool annotated;
+
+public:
+ explicit commodity_t(commodity_pool_t * _parent,
+ const shared_ptr<base_t>& _base)
+ : delegates_flags<>(*_base.get()), base(_base),
+ parent_(_parent), annotated(false) {
+ TRACE_CTOR(commodity_t, "");
+ }
+ virtual ~commodity_t() {
+ TRACE_DTOR(commodity_t);
+ }
+
+ operator bool() const;
+
+ bool is_annotated() const {
+ return annotated;
+ }
+
+ virtual bool operator==(const commodity_t& comm) const {
+ if (comm.annotated)
+ return comm == *this;
+ return base.get() == comm.base.get();
+ }
+
+ commodity_pool_t& parent() const {
+ return *parent_;
+ }
+
+ string base_symbol() const {
+ return base->symbol;
+ }
+ string symbol() const {
+ return qualified_symbol ? *qualified_symbol : base_symbol();
+ }
+
+ string mapping_key() const {
+ if (mapping_key_)
+ return *mapping_key_;
+ else
+ return base_symbol();
+ }
+
+ optional<string> name() const {
+ return base->name;
+ }
+ void set_name(const optional<string>& arg = none) {
+ base->name = arg;
+ }
+
+ optional<string> note() const {
+ return base->note;
+ }
+ void set_note(const optional<string>& arg = none) {
+ base->note = arg;
+ }
+
+ amount_t::precision_t precision() const {
+ return base->precision;
+ }
+ void set_precision(amount_t::precision_t arg) {
+ base->precision = arg;
+ }
+
+ optional<amount_t> smaller() const {
+ return base->smaller;
+ }
+ void set_smaller(const optional<amount_t>& arg = none) {
+ base->smaller = arg;
+ }
+
+ optional<amount_t> larger() const {
+ return base->larger;
+ }
+ void set_larger(const optional<amount_t>& arg = none) {
+ base->larger = arg;
+ }
+
+ optional<history_t> history() const {
+ return base->history;
+ }
+
+ void add_price(const datetime_t& date, const amount_t& price);
+ bool remove_price(const datetime_t& date);
+
+ optional<amount_t> value(const optional<datetime_t>& moment = none);
+
+ static amount_t exchange(const amount_t& amount,
+ amount_t& final_cost, // out
+ amount_t& basis_cost, // out
+ const optional<amount_t>& total_cost,
+ const optional<amount_t>& per_unit_cost = none,
+ const optional<datetime_t>& moment = none,
+ const optional<string>& tag = none);
+
+ static void parse_symbol(std::istream& in, string& symbol);
+ static void parse_symbol(char *& p, string& symbol);
+ static string parse_symbol(std::istream& in) {
+ string temp;
+ parse_symbol(in, temp);
+ return temp;
+ }
+
+ void print(std::ostream& out) const {
+ out << symbol();
+ }
+
+ void read(std::istream& in);
+ void read(char *& data);
+ void write(std::ostream& out) const;
+
+ bool valid() const;
+};
+
+inline std::ostream& operator<<(std::ostream& out, const commodity_t& comm) {
+ comm.print(out);
+ return out;
+}
+
+struct annotation_t : public equality_comparable<annotation_t>
+{
+ optional<amount_t> price;
+ optional<date_t> date;
+ optional<string> tag;
+
+ explicit annotation_t(const optional<amount_t>& _price = none,
+ const optional<date_t>& _date = none,
+ const optional<string>& _tag = none)
+ : price(_price), date(_date), tag(_tag) {
+ TRACE_CTOR(annotation_t, "const optional<amount_t>& + date_t + string");
+ }
+ annotation_t(const annotation_t& other)
+ : price(other.price), date(other.date), tag(other.tag) {
+ TRACE_CTOR(annotation_t, "copy");
+ }
+
+ ~annotation_t() {
+ TRACE_DTOR(annotation_t);
+ }
+
+ operator bool() const {
+ return price || date || tag;
+ }
+
+ bool operator==(const annotation_t& rhs) const {
+ return (price == rhs.price &&
+ date == rhs.date &&
+ tag == rhs.tag);
+ }
+
+ void parse(std::istream& in);
+ void print(std::ostream& out) const {
+ out << "price " << (price ? price->to_string() : "NONE") << " "
+ << "date " << (date ? *date : date_t()) << " "
+ << "tag " << (tag ? *tag : "NONE");
+ }
+
+ bool valid() const {
+ assert(*this);
+ return true;
+ }
+};
+
+inline std::ostream& operator<<(std::ostream& out, const annotation_t& details) {
+ details.print(out);
+ return out;
+}
+
+class annotated_commodity_t
+ : public commodity_t,
+ public equality_comparable<annotated_commodity_t,
+ equality_comparable2<annotated_commodity_t, commodity_t,
+ noncopyable> >
+{
+public:
+ commodity_t * ptr;
+ annotation_t details;
+
+ explicit annotated_commodity_t(commodity_t * _ptr,
+ const annotation_t& _details)
+ : commodity_t(_ptr->parent_, _ptr->base), ptr(_ptr), details(_details) {
+ TRACE_CTOR(annotated_commodity_t, "");
+ annotated = true;
+ }
+ virtual ~annotated_commodity_t() {
+ TRACE_DTOR(annotated_commodity_t);
+ }
+
+ virtual bool operator==(const commodity_t& comm) const;
+ virtual bool operator==(const annotated_commodity_t& comm) const {
+ return *this == static_cast<const commodity_t&>(comm);
+ }
+
+ commodity_t& referent() {
+ return *ptr;
+ }
+ const commodity_t& referent() const {
+ return *ptr;
+ }
+
+ commodity_t& strip_annotations(const bool _keep_price,
+ const bool _keep_date,
+ const bool _keep_tag);
+
+ void write_annotations(std::ostream& out) const {
+ annotated_commodity_t::write_annotations(out, details);
+ }
+
+ static void write_annotations(std::ostream& out,
+ const annotation_t& info);
+};
+
+inline annotated_commodity_t&
+as_annotated_commodity(commodity_t& commodity) {
+ return downcast<annotated_commodity_t>(commodity);
+}
+inline const annotated_commodity_t&
+as_annotated_commodity(const commodity_t& commodity) {
+ return downcast<const annotated_commodity_t>(commodity);
+}
+
+
+struct compare_amount_commodities {
+ bool operator()(const amount_t * left, const amount_t * right) const;
+};
+
+class commodity_pool_t : public noncopyable
+{
+ /**
+ * The commodities collection in commodity_pool_t maintains pointers
+ * to all the commodities which have ever been created by the user,
+ * whether explicitly by calling the create methods of
+ * commodity_pool_t, or implicitly by parsing a commoditized amount.
+ *
+ * The `commodities' member variable represents a collection which
+ * is indexed by two vertices: first, and ordered sequence of unique
+ * integer which identify commodities by a numerical identifier; and
+ * second, by a hashed set of symbolic names which reflect how the
+ * commodity was referred to by the user.
+ */
+ typedef multi_index_container<
+ commodity_t *,
+ multi_index::indexed_by<
+ multi_index::random_access<>,
+ multi_index::hashed_unique<
+ multi_index::const_mem_fun<commodity_t,
+ string, &commodity_t::mapping_key> >
+ >
+ > commodities_t;
+
+public:
+ typedef commodity_pool_t::commodities_t::nth_index<0>::type
+ commodities_by_ident;
+
+ commodities_t commodities;
+
+ commodity_t * null_commodity;
+ commodity_t * default_commodity;
+
+private:
+ template<typename T>
+ struct first_initialized
+ {
+ typedef T result_type;
+
+ template<typename InputIterator>
+ T operator()(InputIterator first, InputIterator last) const
+ {
+ for (; first != last; first++)
+ if (*first)
+ return *first;
+ return T();
+ }
+ };
+
+public:
+ boost::function<optional<amount_t>
+ (commodity_t& commodity,
+ const optional<datetime_t>& date,
+ const optional<datetime_t>& moment,
+ const optional<datetime_t>& last)> get_quote;
+
+ explicit commodity_pool_t();
+
+ ~commodity_pool_t() {
+ TRACE_DTOR(commodity_pool_t);
+ commodities_by_ident& ident_index = commodities.get<0>();
+ for (commodities_by_ident::iterator i = ident_index.begin();
+ i != ident_index.end();
+ i++)
+ checked_delete(*i);
+ }
+
+ commodity_t * create(const string& symbol);
+ commodity_t * find(const string& name);
+ commodity_t * find(const commodity_t::ident_t ident);
+ commodity_t * find_or_create(const string& symbol);
+
+ commodity_t * create(const string& symbol, const annotation_t& details);
+ commodity_t * find(const string& symbol, const annotation_t& details);
+ commodity_t * find_or_create(const string& symbol,
+ const annotation_t& details);
+
+ commodity_t * create(commodity_t& comm,
+ const annotation_t& details,
+ const string& mapping_key);
+
+ commodity_t * find_or_create(commodity_t& comm,
+ const annotation_t& details);
+};
+
+} // namespace ledger
+
+#endif // _COMMODITY_H