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diff --git a/balance.h b/balance.h
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--- a/balance.h
+++ b/balance.h
@@ -1,942 +1,516 @@
+/*
+ * Copyright (c) 2003-2007, 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 balance.h
+ * @author John Wiegley
+ * @date Sun May 20 15:28:44 2007
+ *
+ * @brief Basic type for adding multiple commodities together.
+ *
+ * Unlike the amount_t class, which throws an exception if amounts of
+ * differing commodities are added or subtracted, the balance_t class
+ * is designed to allow this, tracking the amounts of each component
+ * commodity separately.
+ */
#ifndef _BALANCE_H
#define _BALANCE_H
#include "amount.h"
-#include <map>
-#include <iostream>
-
namespace ledger {
-typedef std::map<const commodity_t *, amount_t> amounts_map;
-typedef std::pair<const commodity_t *, amount_t> amounts_pair;
+DECLARE_EXCEPTION(error, balance_error);
+/**
+ * @class balance_t
+ *
+ * @brief A wrapper around amount_t allowing addition of multiple commodities.
+ *
+ * The balance_t class is appopriate for keeping a running balance
+ * where amounts of multiple commodities may be involved.
+ */
class balance_t
+ : public equality_comparable<balance_t,
+ equality_comparable<balance_t, amount_t,
+ equality_comparable<balance_t, double,
+ equality_comparable<balance_t, unsigned long,
+ equality_comparable<balance_t, long,
+ additive<balance_t,
+ additive<balance_t, amount_t,
+ additive<balance_t, double,
+ additive<balance_t, unsigned long,
+ additive<balance_t, long,
+ multiplicative<balance_t, amount_t,
+ multiplicative<balance_t, double,
+ multiplicative<balance_t, unsigned long,
+ multiplicative<balance_t, long> > > > > > > > > > > > > >
{
- public:
- amounts_map amounts;
+public:
+ typedef std::map<const commodity_t *, amount_t> amounts_map;
- bool valid() const {
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if (! (*i).second.valid())
- return false;
- return true;
- }
+ amounts_map amounts;
- // constructors
- balance_t() {}
- balance_t(const balance_t& bal) {
- for (amounts_map::const_iterator i = bal.amounts.begin();
- i != bal.amounts.end();
- i++)
- *this += (*i).second;
+ // jww (2007-05-20): Remove these two by adding access methods
+ friend class value_t;
+ friend class entry_base_t;
+
+ /**
+ * Constructors. balance_t supports similar forms of construction
+ * to amount_t.
+ *
+ * balance_t() creates an empty balance to which amounts or other
+ * balances may be added or subtracted.
+ *
+ * balance_t(amount_t) constructs a balance whose starting value is
+ * equal to the given amount.
+ *
+ * balance_t(double), balance_t(unsigned long) and balance_t(long)
+ * will construct an amount from their arguments and then construct
+ * a balance whose starting value is equal to that amount. This
+ * initial balance will have no commodity.
+ *
+ * balance_t(string) and balance_t(const char *) both convert from a
+ * string representation of an amount to a balance whose initial
+ * value is that amount. This is the proper way to initialize a
+ * balance like '$100.00'.
+ */
+ balance_t() {
+ TRACE_CTOR(balance_t, "");
}
balance_t(const amount_t& amt) {
- if (! amt.realzero())
- amounts.insert(amounts_pair(&amt.commodity(), amt));
+ TRACE_CTOR(balance_t, "const amount_t&");
+ if (amt.is_null())
+ throw_(balance_error,
+ "Cannot initialize a balance from an uninitialized amount");
+ if (! amt.is_realzero())
+ amounts.insert(amounts_map::value_type(&amt.commodity(), amt));
}
- template <typename T>
- balance_t(T value) {
- amount_t amt(value);
- if (! amt.realzero())
- amounts.insert(amounts_pair(&amt.commodity(), amt));
- }
-
- // assignment operator
- balance_t& operator=(const balance_t& bal) {
- if (this != &bal) {
- amounts.clear();
- for (amounts_map::const_iterator i = bal.amounts.begin();
- i != bal.amounts.end();
- i++)
- *this += (*i).second;
- }
- return *this;
+ balance_t(const double val) {
+ TRACE_CTOR(balance_t, "const double");
+ amounts.insert
+ (amounts_map::value_type(amount_t::current_pool->null_commodity, val));
}
- balance_t& operator=(const amount_t& amt) {
- amounts.clear();
- *this += amt;
- return *this;
+ balance_t(const unsigned long val) {
+ TRACE_CTOR(balance_t, "const unsigned long");
+ amounts.insert
+ (amounts_map::value_type(amount_t::current_pool->null_commodity, val));
}
- template <typename T>
- balance_t& operator=(T value) {
- amounts.clear();
- *this += value;
- return *this;
+ balance_t(const long val) {
+ TRACE_CTOR(balance_t, "const long");
+ amounts.insert
+ (amounts_map::value_type(amount_t::current_pool->null_commodity, val));
}
- // in-place arithmetic
- balance_t& operator+=(const balance_t& bal) {
- for (amounts_map::const_iterator i = bal.amounts.begin();
- i != bal.amounts.end();
- i++)
- *this += (*i).second;
- return *this;
+ explicit balance_t(const string& val) {
+ TRACE_CTOR(balance_t, "const string&");
+ amount_t temp(val);
+ amounts.insert(amounts_map::value_type(&temp.commodity(), temp));
}
- balance_t& operator+=(const amount_t& amt) {
- amounts_map::iterator i = amounts.find(&amt.commodity());
- if (i != amounts.end())
- (*i).second += amt;
- else if (! amt.realzero())
- amounts.insert(amounts_pair(&amt.commodity(), amt));
- return *this;
+ explicit balance_t(const char * val) {
+ TRACE_CTOR(balance_t, "const char *");
+ amount_t temp(val);
+ amounts.insert(amounts_map::value_type(&temp.commodity(), temp));
}
- template <typename T>
- balance_t& operator+=(T val) {
- return *this += amount_t(val);
+
+ /**
+ * Destructor. Destroys all of the accumulated amounts in the
+ * balance.
+ */
+ virtual ~balance_t() {
+ TRACE_DTOR(balance_t);
}
- balance_t& operator-=(const balance_t& bal) {
- for (amounts_map::const_iterator i = bal.amounts.begin();
- i != bal.amounts.end();
- i++)
- *this -= (*i).second;
- return *this;
+
+ /**
+ * Assignment and copy operators. An balance may be assigned or copied.
+ */
+ balance_t(const balance_t& bal) : amounts(bal.amounts) {
+ TRACE_CTOR(balance_t, "copy");
}
- balance_t& operator-=(const amount_t& amt) {
- amounts_map::iterator i = amounts.find(&amt.commodity());
- if (i != amounts.end()) {
- (*i).second -= amt;
- if ((*i).second.realzero())
- amounts.erase(i);
- }
- else if (! amt.realzero()) {
- amounts.insert(amounts_pair(&amt.commodity(), - amt));
- }
+
+ balance_t& operator=(const balance_t& bal) {
+ if (this != &bal)
+ amounts = bal.amounts;
return *this;
}
- template <typename T>
- balance_t& operator-=(T val) {
- return *this -= amount_t(val);
- }
+ balance_t& operator=(const amount_t& amt) {
+ if (amt.is_null())
+ throw_(balance_error,
+ "Cannot assign an uninitialized amount to a balance");
- // simple arithmetic
- balance_t operator+(const balance_t& bal) const {
- balance_t temp = *this;
- temp += bal;
- return temp;
- }
- balance_t operator+(const amount_t& amt) const {
- balance_t temp = *this;
- temp += amt;
- return temp;
- }
- template <typename T>
- balance_t operator+(T val) const {
- balance_t temp = *this;
- temp += val;
- return temp;
- }
- balance_t operator-(const balance_t& bal) const {
- balance_t temp = *this;
- temp -= bal;
- return temp;
- }
- balance_t operator-(const amount_t& amt) const {
- balance_t temp = *this;
- temp -= amt;
- return temp;
- }
- template <typename T>
- balance_t operator-(T val) const {
- balance_t temp = *this;
- temp -= val;
- return temp;
- }
+ amounts.clear();
+ if (! amt.is_realzero())
+ amounts.insert(amounts_map::value_type(&amt.commodity(), amt));
- // multiplication and divide
- balance_t& operator*=(const balance_t& bal);
- balance_t& operator*=(const amount_t& amt);
- template <typename T>
- balance_t& operator*=(T val) {
- return *this *= amount_t(val);
+ return *this;
}
- balance_t& operator/=(const balance_t& bal);
- balance_t& operator/=(const amount_t& amt);
- template <typename T>
- balance_t& operator/=(T val) {
- return *this /= amount_t(val);
+ balance_t& operator=(const string& str) {
+ return *this = balance_t(str);
+ }
+ balance_t& operator=(const char * str) {
+ return *this = balance_t(str);
+ }
+
+ /**
+ * Comparison operators. Balances are fairly restrictive in terms
+ * of how they may be compared. They may be compared for equality
+ * or inequality, but this is all, since the concept of "less than"
+ * or "greater than" makes no sense when amounts of multiple
+ * commodities are involved.
+ *
+ * Balances may also be compared to amounts, in which case the sum
+ * of the balance must equal the amount exactly.
+ *
+ * If a comparison between balances is desired, the balances must
+ * first be rendered to value equivalent amounts using the `value'
+ * method, to determine a market valuation at some specific moment
+ * in time.
+ */
+ bool operator==(const balance_t& bal) const {
+ amounts_map::const_iterator i, j;
+ for (i = amounts.begin(), j = bal.amounts.begin();
+ i != amounts.end() && j != bal.amounts.end();
+ i++, j++) {
+ if (! (i->first == j->first && i->second == j->second))
+ return false;
+ }
+ return i == amounts.end() && j == bal.amounts.end();
}
+ bool operator==(const amount_t& amt) const {
+ if (amt.is_null())
+ throw_(balance_error,
+ "Cannot compare a balance to an uninitialized amount");
- // multiplication and divide
- balance_t operator*(const balance_t& bal) const {
- balance_t temp = *this;
- temp *= bal;
- return temp;
- }
- balance_t operator*(const amount_t& amt) const {
- balance_t temp = *this;
- temp *= amt;
- return temp;
- }
- template <typename T>
- balance_t operator*(T val) const {
- balance_t temp = *this;
- temp *= val;
- return temp;
- }
- balance_t operator/(const balance_t& bal) const {
- balance_t temp = *this;
- temp /= bal;
- return temp;
- }
- balance_t operator/(const amount_t& amt) const {
- balance_t temp = *this;
- temp /= amt;
- return temp;
+ if (amt.is_realzero())
+ return amounts.empty();
+ else
+ return amounts.size() == 1 && amounts.begin()->second == amt;
}
+
template <typename T>
- balance_t operator/(T val) const {
- balance_t temp = *this;
- temp /= val;
- return temp;
+ bool operator==(const T& val) const {
+ return *this == balance_t(val);
}
- // comparison
- bool operator<(const balance_t& bal) const {
- for (amounts_map::const_iterator i = bal.amounts.begin();
- i != bal.amounts.end();
- i++)
- if (! (amount(*(*i).first) < (*i).second))
- return false;
-
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if (! ((*i).second < bal.amount(*(*i).first)))
- return false;
+ /**
+ * Binary arithmetic operators. Balances support addition and
+ * subtraction of other balances or amounts, but multiplication and
+ * division are restricted to uncommoditized amounts only.
+ */
+ balance_t& operator+=(const balance_t& bal);
+ balance_t& operator+=(const amount_t& amt);
+ balance_t& operator-=(const balance_t& bal);
+ balance_t& operator-=(const amount_t& amt);
- if (bal.amounts.size() == 0 && amounts.size() == 0)
- return false;
+ virtual balance_t& operator*=(const amount_t& amt);
- return true;
+ balance_t& operator*=(const double val) {
+ return *this *= amount_t(val);
}
- bool operator<(const amount_t& amt) const {
- if (amt.commodity())
- return amount(amt.commodity()) < amt;
-
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if ((*i).second < amt)
- return true;
- return false;
+ balance_t& operator*=(const unsigned long val) {
+ return *this *= amount_t(val);
}
- template <typename T>
- bool operator<(T val) const {
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if ((*i).second < val)
- return true;
- return false;
+ balance_t& operator*=(const long val) {
+ return *this *= amount_t(val);
}
- bool operator<=(const balance_t& bal) const {
- for (amounts_map::const_iterator i = bal.amounts.begin();
- i != bal.amounts.end();
- i++)
- if (! (amount(*(*i).first) <= (*i).second))
- return false;
+ virtual balance_t& operator/=(const amount_t& amt);
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if (! ((*i).second <= bal.amount(*(*i).first)))
- return false;
-
- return true;
+ balance_t& operator/=(const double val) {
+ return *this /= amount_t(val);
}
- bool operator<=(const amount_t& amt) const {
- if (amt.commodity())
- return amount(amt.commodity()) <= amt;
-
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if ((*i).second <= amt)
- return true;
- return false;
+ balance_t& operator/=(const unsigned long val) {
+ return *this /= amount_t(val);
}
- template <typename T>
- bool operator<=(T val) const {
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if ((*i).second <= val)
- return true;
- return false;
+ balance_t& operator/=(const long val) {
+ return *this /= amount_t(val);
}
- bool operator>(const balance_t& bal) const {
- for (amounts_map::const_iterator i = bal.amounts.begin();
- i != bal.amounts.end();
- i++)
- if (! (amount(*(*i).first) > (*i).second))
- return false;
-
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if (! ((*i).second > bal.amount(*(*i).first)))
- return false;
-
- if (bal.amounts.size() == 0 && amounts.size() == 0)
- return false;
-
- return true;
+ /**
+ * Unary arithmetic operators. There are only a few unary methods
+ * support on balance:
+ *
+ * negate(), also unary minus (- x), returns a balance all of whose
+ * component amounts have been negated. In order words, it inverts
+ * the sign of all member amounts.
+ *
+ * abs() returns a balance where no component amount is negative.
+ *
+ * reduce() reduces the values in a balance to their most basic
+ * commodity forms, for amounts that utilize "scaling commodities".
+ * For example, a balance of 1h and 1m after reduction will be
+ * 3660s.
+ *
+ * unreduce(), if used with amounts that use "scaling commodities",
+ * yields the most compact form greater than 1.0 for each component
+ * amount. That is, a balance of 10m and 1799s will unreduce to
+ * 39.98m.
+ *
+ * value(optional<moment_t>) returns the total historical value for
+ * a balance -- the default moment returns a value based on the most
+ * recently known price -- based on the price history of its
+ * component commodities. See amount_t::value for an example.
+ *
+ * Further, for the sake of efficiency and avoiding temporary
+ * objects, the following methods support "in-place" variants act on
+ * the balance itself and return a reference to the result
+ * (`*this'):
+ *
+ * in_place_negate()
+ * in_place_reduce()
+ * in_place_unreduce()
+ */
+ balance_t negate() const {
+ balance_t temp(*this);
+ temp.in_place_negate();
+ return temp;
}
- bool operator>(const amount_t& amt) const {
- if (amt.commodity())
- return amount(amt.commodity()) > amt;
-
- for (amounts_map::const_iterator i = amounts.begin();
+ virtual balance_t& in_place_negate() {
+ for (amounts_map::iterator i = amounts.begin();
i != amounts.end();
i++)
- if ((*i).second > amt)
- return true;
- return false;
+ i->second.in_place_negate();
+ return *this;
}
- template <typename T>
- bool operator>(T val) const {
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if ((*i).second > val)
- return true;
- return false;
+ balance_t operator-() const {
+ return negate();
}
- bool operator>=(const balance_t& bal) const {
- for (amounts_map::const_iterator i = bal.amounts.begin();
- i != bal.amounts.end();
- i++)
- if (! (amount(*(*i).first) >= (*i).second))
- return false;
-
+ balance_t abs() const {
+ balance_t temp;
for (amounts_map::const_iterator i = amounts.begin();
i != amounts.end();
i++)
- if (! ((*i).second >= bal.amount(*(*i).first)))
- return false;
-
- return true;
+ temp += i->second.abs();
+ return temp;
}
- bool operator>=(const amount_t& amt) const {
- if (amt.commodity())
- return amount(amt.commodity()) >= amt;
- for (amounts_map::const_iterator i = amounts.begin();
- i != amounts.end();
- i++)
- if ((*i).second >= amt)
- return true;
- return false;
+ balance_t reduce() const {
+ balance_t temp(*this);
+ temp.in_place_reduce();
+ return temp;
}
- template <typename T>
- bool operator>=(T val) const {
+ virtual balance_t& in_place_reduce() {
+ // A temporary must be used here because reduction may cause
+ // multiple component amounts to collapse to the same commodity.
+ balance_t temp;
for (amounts_map::const_iterator i = amounts.begin();
i != amounts.end();
i++)
- if ((*i).second >= val)
- return true;
- return false;
+ temp += i->second.reduce();
+ return *this = temp;
}
- bool operator==(const balance_t& bal) const {
- amounts_map::const_iterator i, j;
- for (i = amounts.begin(), j = bal.amounts.begin();
- i != amounts.end() && j != bal.amounts.end();
- i++, j++) {
- if (! ((*i).first == (*j).first &&
- (*i).second == (*j).second))
- return false;
- }
- return i == amounts.end() && j == bal.amounts.end();
+ balance_t unreduce() const {
+ balance_t temp(*this);
+ temp.in_place_unreduce();
+ return temp;
}
- bool operator==(const amount_t& amt) const {
- if (amt.commodity())
- return amounts.size() == 1 && (*amounts.begin()).second == amt;
-
+ virtual balance_t& in_place_unreduce() {
+ // A temporary must be used here because unreduction may cause
+ // multiple component amounts to collapse to the same commodity.
+ balance_t temp;
for (amounts_map::const_iterator i = amounts.begin();
i != amounts.end();
i++)
- if ((*i).second == amt)
- return true;
- return false;
- }
- template <typename T>
- bool operator==(T val) const {
+ temp += i->second.unreduce();
+ return *this = temp;
+ }
+
+ optional<balance_t> value(const optional<moment_t>& moment = none) const;
+
+ /**
+ * Truth tests. An balance may be truth test in two ways:
+ *
+ * is_nonzero(), or operator bool, returns true if a balance's
+ * display value is not zero.
+ *
+ * is_zero() returns true if an balance's display value is zero.
+ * Thus, a balance containing $0.0001 is considered zero if the
+ * current display precision for dollars is two decimal places.
+ *
+ * is_realzero() returns true if an balance's actual value is zero.
+ * Thus, a balance containing $0.0001 is never considered realzero.
+ *
+ * is_empty() returns true if a balance has no amounts within it.
+ * This can occur after a balance has been default initialized, or
+ * if the exact amount it contains is subsequently subtracted from
+ * it.
+ */
+ operator bool() const {
for (amounts_map::const_iterator i = amounts.begin();
i != amounts.end();
i++)
- if ((*i).second == val)
+ if (i->second.is_nonzero())
return true;
return false;
}
- bool operator!=(const balance_t& bal) const {
- return ! (*this == bal);
- }
- bool operator!=(const amount_t& amt) const {
- return ! (*this == amt);
- }
- template <typename T>
- bool operator!=(T val) const {
- return ! (*this == val);
- }
-
- // unary negation
- void negate() {
- for (amounts_map::iterator i = amounts.begin();
- i != amounts.end();
- i++)
- (*i).second.negate();
- }
- balance_t negated() const {
- balance_t temp = *this;
- temp.negate();
- return temp;
- }
- balance_t operator-() const {
- return negated();
- }
+ bool is_zero() const {
+ if (is_empty())
+ return true;
- // conversion operators
- operator amount_t() const;
- operator bool() const {
for (amounts_map::const_iterator i = amounts.begin();
i != amounts.end();
i++)
- if ((*i).second)
- return true;
- return false;
+ if (! i->second.is_zero())
+ return false;
+ return true;
}
- bool realzero() const {
- if (amounts.size() == 0)
+ bool is_realzero() const {
+ if (is_empty())
return true;
+
for (amounts_map::const_iterator i = amounts.begin();
i != amounts.end();
i++)
- if (! (*i).second.realzero())
+ if (! i->second.is_realzero())
return false;
return true;
}
- amount_t amount(const commodity_t& commodity =
- *commodity_t::null_commodity) const;
- balance_t value(const datetime_t& moment = datetime_t::now) const;
- balance_t price() const;
- datetime_t date() const;
-
+ bool is_empty() const {
+ return amounts.size() == 0;
+ }
+
+ /**
+ * Conversion methods. A balance can be converted to an amount, but
+ * only if contains a single component amount.
+ */
+ amount_t to_amount() const {
+ if (is_empty())
+ throw_(balance_error, "Cannot convert an empty balance to an amount");
+ else if (amounts.size() == 1)
+ return amounts.begin()->second;
+ else
+ throw_(balance_error,
+ "Cannot convert a balance with multiple commodities to an amount");
+ }
+
+ /**
+ * Commodity-related methods. Balances support two
+ * commodity-related methods:
+ *
+ * commodity_count() returns the number of different commodities
+ * stored in the balance.
+ *
+ * commodity_amount(optional<commodity_t>) returns an (optional)
+ * amount for the given commodity within the balance; if no
+ * commodity is specified, it returns the (optional) uncommoditized
+ * component of the balance. If no matching element can be found,
+ * boost::none is returned.
+ */
+ std::size_t commodity_count() const {
+ return amounts.size();
+ }
+
+ optional<amount_t>
+ commodity_amount(const optional<const commodity_t&>& commodity = none) const;
+
+ /**
+ * Annotated commodity methods. The amounts contained by a balance
+ * may use annotated commodities. The `strip_annotations' method
+ * will return a balance all of whose component amount have had
+ * their commodity annotations likewise stripped. See
+ * amount_t::strip_annotations for more details.
+ */
balance_t
strip_annotations(const bool keep_price = amount_t::keep_price,
const bool keep_date = amount_t::keep_date,
const bool keep_tag = amount_t::keep_tag) const;
- void write(std::ostream& out, const int first_width,
+ /**
+ * Printing methods. A balance may be output to a stream using the
+ * `print' method. There is also a global operator<< defined which
+ * simply calls print for a balance on the given stream. There is
+ * one form of the print method, which takes two required arguments
+ * and one arguments with a default value:
+ *
+ * print(ostream, int first_width, int latter_width) prints a
+ * balance to the given output stream, using each commodity's
+ * default display characteristics. The first_width parameter
+ * specifies the width that should be used for printing amounts
+ * (since they are likely to vary in width). The latter_width, if
+ * specified, gives the width to be used for each line after the
+ * first. This is useful when printing in a column which falls at
+ * the right-hand side of the screen.
+ *
+ * In addition to the width constraints, balances will also print
+ * with commodities in alphabetized order, regardless of the
+ * relative amounts of those commodities. There is no option to
+ * change this behavior.
+ */
+ void print(std::ostream& out, const int first_width,
const int latter_width = -1) const;
- void abs() {
- for (amounts_map::iterator i = amounts.begin();
- i != amounts.end();
- i++)
- (*i).second.abs();
- }
-
- void reduce() {
- for (amounts_map::iterator i = amounts.begin();
- i != amounts.end();
- i++)
- (*i).second.reduce();
- }
-
- balance_t reduced() const {
- balance_t temp(*this);
- temp.reduce();
- return temp;
- }
-
- void round() {
- for (amounts_map::iterator i = amounts.begin();
+ /**
+ * Debugging methods. There are two methods defined to help with
+ * debugging:
+ *
+ * dump(ostream) dumps a balance to an output stream. There is
+ * little different from print(), it simply surrounds the display
+ * value with a marker, for example "BALANCE($1.00, DM 12.00)".
+ * This code is used by other dumping code elsewhere in Ledger.
+ *
+ * valid() returns true if the amounts within the balance are valid.
+ */
+ void dump(std::ostream& out) const {
+ out << "BALANCE(";
+ bool first = true;
+ for (amounts_map::const_iterator i = amounts.begin();
i != amounts.end();
- i++)
- if ((*i).second.commodity())
- (*i).second = (*i).second.round();
+ i++) {
+ if (first)
+ first = false;
+ else
+ out << ", ";
+ i->second.print(out);
+ }
+ out << ")";
}
- balance_t unround() const {
- balance_t temp;
+ virtual bool valid() const {
for (amounts_map::const_iterator i = amounts.begin();
i != amounts.end();
i++)
- if ((*i).second.commodity())
- temp += (*i).second.unround();
- return temp;
+ if (! i->second.valid())
+ return false;
+ return true;
}
};
-inline balance_t abs(const balance_t& bal) {
- balance_t temp = bal;
- temp.abs();
- return temp;
-}
-
inline std::ostream& operator<<(std::ostream& out, const balance_t& bal) {
- bal.write(out, 12);
- return out;
-}
-
-class balance_pair_t
-{
- public:
- balance_t quantity;
- balance_t * cost;
-
- // constructors
- balance_pair_t() : cost(NULL) {}
- balance_pair_t(const balance_pair_t& bal_pair)
- : quantity(bal_pair.quantity), cost(NULL) {
- if (bal_pair.cost)
- cost = new balance_t(*bal_pair.cost);
- }
- balance_pair_t(const balance_t& _quantity)
- : quantity(_quantity), cost(NULL) {}
- balance_pair_t(const amount_t& _quantity)
- : quantity(_quantity), cost(NULL) {}
- template <typename T>
- balance_pair_t(T value) : quantity(value), cost(NULL) {}
-
- // destructor
- ~balance_pair_t() {
- if (cost) delete cost;
- }
-
- // assignment operator
- balance_pair_t& operator=(const balance_pair_t& bal_pair) {
- if (this != &bal_pair) {
- if (cost) {
- delete cost;
- cost = NULL;
- }
- quantity = bal_pair.quantity;
- if (bal_pair.cost)
- cost = new balance_t(*bal_pair.cost);
- }
- return *this;
- }
- balance_pair_t& operator=(const balance_t& bal) {
- if (cost) {
- delete cost;
- cost = NULL;
- }
- quantity = bal;
- return *this;
- }
- balance_pair_t& operator=(const amount_t& amt) {
- if (cost) {
- delete cost;
- cost = NULL;
- }
- quantity = amt;
- return *this;
- }
- template <typename T>
- balance_pair_t& operator=(T value) {
- if (cost) {
- delete cost;
- cost = NULL;
- }
- quantity = value;
- return *this;
- }
-
- // in-place arithmetic
- balance_pair_t& operator+=(const balance_pair_t& bal_pair) {
- if (bal_pair.cost && ! cost)
- cost = new balance_t(quantity);
- quantity += bal_pair.quantity;
- if (cost)
- *cost += bal_pair.cost ? *bal_pair.cost : bal_pair.quantity;
- return *this;
- }
- balance_pair_t& operator+=(const balance_t& bal) {
- quantity += bal;
- if (cost)
- *cost += bal;
- return *this;
- }
- balance_pair_t& operator+=(const amount_t& amt) {
- quantity += amt;
- if (cost)
- *cost += amt;
- return *this;
- }
- template <typename T>
- balance_pair_t& operator+=(T val) {
- return *this += amount_t(val);
- }
-
- balance_pair_t& operator-=(const balance_pair_t& bal_pair) {
- if (bal_pair.cost && ! cost)
- cost = new balance_t(quantity);
- quantity -= bal_pair.quantity;
- if (cost)
- *cost -= bal_pair.cost ? *bal_pair.cost : bal_pair.quantity;
- return *this;
- }
- balance_pair_t& operator-=(const balance_t& bal) {
- quantity -= bal;
- if (cost)
- *cost -= bal;
- return *this;
- }
- balance_pair_t& operator-=(const amount_t& amt) {
- quantity -= amt;
- if (cost)
- *cost -= amt;
- return *this;
- }
- template <typename T>
- balance_pair_t& operator-=(T val) {
- return *this -= amount_t(val);
- }
-
- // simple arithmetic
- balance_pair_t operator+(const balance_pair_t& bal_pair) const {
- balance_pair_t temp = *this;
- temp += bal_pair;
- return temp;
- }
- balance_pair_t operator+(const balance_t& bal) const {
- balance_pair_t temp = *this;
- temp += bal;
- return temp;
- }
- balance_pair_t operator+(const amount_t& amt) const {
- balance_pair_t temp = *this;
- temp += amt;
- return temp;
- }
- template <typename T>
- balance_pair_t operator+(T val) const {
- balance_pair_t temp = *this;
- temp += val;
- return temp;
- }
-
- balance_pair_t operator-(const balance_pair_t& bal_pair) const {
- balance_pair_t temp = *this;
- temp -= bal_pair;
- return temp;
- }
- balance_pair_t operator-(const balance_t& bal) const {
- balance_pair_t temp = *this;
- temp -= bal;
- return temp;
- }
- balance_pair_t operator-(const amount_t& amt) const {
- balance_pair_t temp = *this;
- temp -= amt;
- return temp;
- }
- template <typename T>
- balance_pair_t operator-(T val) const {
- balance_pair_t temp = *this;
- temp -= val;
- return temp;
- }
-
- // multiplication and division
- balance_pair_t& operator*=(const balance_pair_t& bal_pair) {
- if (bal_pair.cost && ! cost)
- cost = new balance_t(quantity);
- quantity *= bal_pair.quantity;
- if (cost)
- *cost *= bal_pair.cost ? *bal_pair.cost : bal_pair.quantity;
- return *this;
- }
- balance_pair_t& operator*=(const balance_t& bal) {
- quantity *= bal;
- if (cost)
- *cost *= bal;
- return *this;
- }
- balance_pair_t& operator*=(const amount_t& amt) {
- quantity *= amt;
- if (cost)
- *cost *= amt;
- return *this;
- }
- template <typename T>
- balance_pair_t& operator*=(T val) {
- return *this *= amount_t(val);
- }
-
- balance_pair_t& operator/=(const balance_pair_t& bal_pair) {
- if (bal_pair.cost && ! cost)
- cost = new balance_t(quantity);
- quantity /= bal_pair.quantity;
- if (cost)
- *cost /= bal_pair.cost ? *bal_pair.cost : bal_pair.quantity;
- return *this;
- }
- balance_pair_t& operator/=(const balance_t& bal) {
- quantity /= bal;
- if (cost)
- *cost /= bal;
- return *this;
- }
- balance_pair_t& operator/=(const amount_t& amt) {
- quantity /= amt;
- if (cost)
- *cost /= amt;
- return *this;
- }
- template <typename T>
- balance_pair_t& operator/=(T val) {
- return *this /= amount_t(val);
- }
-
- balance_pair_t operator*(const balance_pair_t& bal_pair) const {
- balance_pair_t temp = *this;
- temp *= bal_pair;
- return temp;
- }
- balance_pair_t operator*(const balance_t& bal) const {
- balance_pair_t temp = *this;
- temp *= bal;
- return temp;
- }
- balance_pair_t operator*(const amount_t& amt) const {
- balance_pair_t temp = *this;
- temp *= amt;
- return temp;
- }
- template <typename T>
- balance_pair_t operator*(T val) const {
- balance_pair_t temp = *this;
- temp *= val;
- return temp;
- }
-
- balance_pair_t operator/(const balance_pair_t& bal_pair) const {
- balance_pair_t temp = *this;
- temp /= bal_pair;
- return temp;
- }
- balance_pair_t operator/(const balance_t& bal) const {
- balance_pair_t temp = *this;
- temp /= bal;
- return temp;
- }
- balance_pair_t operator/(const amount_t& amt) const {
- balance_pair_t temp = *this;
- temp /= amt;
- return temp;
- }
- template <typename T>
- balance_pair_t operator/(T val) const {
- balance_pair_t temp = *this;
- temp /= val;
- return temp;
- }
-
- // comparison
- bool operator<(const balance_pair_t& bal_pair) const {
- return quantity < bal_pair.quantity;
- }
- bool operator<(const balance_t& bal) const {
- return quantity < bal;
- }
- bool operator<(const amount_t& amt) const {
- return quantity < amt;
- }
- template <typename T>
- bool operator<(T val) const {
- return quantity < val;
- }
-
- bool operator<=(const balance_pair_t& bal_pair) const {
- return quantity <= bal_pair.quantity;
- }
- bool operator<=(const balance_t& bal) const {
- return quantity <= bal;
- }
- bool operator<=(const amount_t& amt) const {
- return quantity <= amt;
- }
- template <typename T>
- bool operator<=(T val) const {
- return quantity <= val;
- }
-
- bool operator>(const balance_pair_t& bal_pair) const {
- return quantity > bal_pair.quantity;
- }
- bool operator>(const balance_t& bal) const {
- return quantity > bal;
- }
- bool operator>(const amount_t& amt) const {
- return quantity > amt;
- }
- template <typename T>
- bool operator>(T val) const {
- return quantity > val;
- }
-
- bool operator>=(const balance_pair_t& bal_pair) const {
- return quantity >= bal_pair.quantity;
- }
- bool operator>=(const balance_t& bal) const {
- return quantity >= bal;
- }
- bool operator>=(const amount_t& amt) const {
- return quantity >= amt;
- }
- template <typename T>
- bool operator>=(T val) const {
- return quantity >= val;
- }
-
- bool operator==(const balance_pair_t& bal_pair) const {
- return quantity == bal_pair.quantity;
- }
- bool operator==(const balance_t& bal) const {
- return quantity == bal;
- }
- bool operator==(const amount_t& amt) const {
- return quantity == amt;
- }
- template <typename T>
- bool operator==(T val) const {
- return quantity == val;
- }
-
- bool operator!=(const balance_pair_t& bal_pair) const {
- return ! (*this == bal_pair);
- }
- bool operator!=(const balance_t& bal) const {
- return ! (*this == bal);
- }
- bool operator!=(const amount_t& amt) const {
- return ! (*this == amt);
- }
- template <typename T>
- bool operator!=(T val) const {
- return ! (*this == val);
- }
-
- // unary negation
- void negate() {
- quantity.negate();
- if (cost) cost->negate();
- }
- balance_pair_t negated() const {
- balance_pair_t temp = *this;
- temp.negate();
- return temp;
- }
- balance_pair_t operator-() const {
- return negated();
- }
-
- // test for non-zero (use ! for zero)
- operator balance_t() const {
- return quantity;
- }
- operator amount_t() const {
- return quantity;
- }
- operator bool() const {
- return quantity;
- }
-
- bool realzero() const {
- return ((! cost || cost->realzero()) && quantity.realzero());
- }
-
- void abs() {
- quantity.abs();
- if (cost) cost->abs();
- }
-
- amount_t amount(const commodity_t& commodity =
- *commodity_t::null_commodity) const {
- return quantity.amount(commodity);
- }
- balance_t value(const datetime_t& moment = datetime_t::now) const {
- return quantity.value(moment);
- }
- balance_t price() const {
- return quantity.price();
- }
- datetime_t date() const {
- return quantity.date();
- }
-
- balance_t
- strip_annotations(const bool keep_price = amount_t::keep_price,
- const bool keep_date = amount_t::keep_date,
- const bool keep_tag = amount_t::keep_tag) const {
- return quantity.strip_annotations(keep_price, keep_date, keep_tag);
- }
-
- void write(std::ostream& out, const int first_width,
- const int latter_width = -1) const {
- quantity.write(out, first_width, latter_width);
- }
-
- balance_pair_t& add(const amount_t& amount,
- const amount_t * a_cost = NULL) {
- if (a_cost && ! cost)
- cost = new balance_t(quantity);
- quantity += amount;
- if (cost)
- *cost += a_cost ? *a_cost : amount;
- return *this;
- }
-
- bool valid() {
- return quantity.valid() && (! cost || cost->valid());
- }
-
- void reduce() {
- quantity.reduce();
- if (cost) cost->reduce();
- }
-
- balance_pair_t reduced() const {
- balance_pair_t temp(*this);
- temp.reduce();
- return temp;
- }
-
- void round() {
- quantity.round();
- if (cost) cost->round();
- }
-
- balance_pair_t unround() {
- balance_pair_t temp(quantity.unround());
- if (cost)
- temp.cost = new balance_t(cost->unround());
- return temp;
- }
-};
-
-inline balance_pair_t abs(const balance_pair_t& bal_pair) {
- balance_pair_t temp;
- temp.abs();
- return temp;
-}
-
-inline std::ostream& operator<<(std::ostream& out,
- const balance_pair_t& bal_pair) {
- bal_pair.quantity.write(out, 12);
+ bal.print(out, 12);
return out;
}
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