diff options
Diffstat (limited to 'journal.cc')
-rw-r--r-- | journal.cc | 288 |
1 files changed, 149 insertions, 139 deletions
@@ -1,80 +1,102 @@ +/* + * 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. + */ + #include "journal.h" -#include "datetime.h" +#include "utils.h" #include "valexpr.h" -#include "mask.h" #include "format.h" -#include "acconf.h" - -#include <fstream> +#include "mask.h" namespace ledger { -const std::string version = PACKAGE_VERSION; +const string version = PACKAGE_VERSION; bool transaction_t::use_effective_date = false; transaction_t::~transaction_t() { - DEBUG_PRINT("ledger.memory.dtors", "dtor transaction_t"); - if (cost) delete cost; + TRACE_DTOR(transaction_t); } datetime_t transaction_t::actual_date() const { if (! _date && entry) return entry->actual_date(); - return _date; + return *_date; } datetime_t transaction_t::effective_date() const { if (! _date_eff && entry) return entry->effective_date(); - return _date_eff; + return *_date_eff; } bool transaction_t::valid() const { if (! entry) { - DEBUG_PRINT("ledger.validate", "transaction_t: ! entry"); + DEBUG("ledger.validate", "transaction_t: ! entry"); return false; } if (state != UNCLEARED && state != CLEARED && state != PENDING) { - DEBUG_PRINT("ledger.validate", "transaction_t: state is bad"); + DEBUG("ledger.validate", "transaction_t: state is bad"); return false; } - bool found = false; - for (transactions_list::const_iterator i = entry->transactions.begin(); - i != entry->transactions.end(); - i++) - if (*i == this) { - found = true; - break; - } - if (! found) { - DEBUG_PRINT("ledger.validate", "transaction_t: ! found"); + transactions_list::const_iterator i = + std::find(entry->transactions.begin(), + entry->transactions.end(), this); + if (i == entry->transactions.end()) { + DEBUG("ledger.validate", "transaction_t: ! found"); return false; } if (! account) { - DEBUG_PRINT("ledger.validate", "transaction_t: ! account"); + DEBUG("ledger.validate", "transaction_t: ! account"); return false; } if (! amount.valid()) { - DEBUG_PRINT("ledger.validate", "transaction_t: ! amount.valid()"); + DEBUG("ledger.validate", "transaction_t: ! amount.valid()"); return false; } if (cost && ! cost->valid()) { - DEBUG_PRINT("ledger.validate", "transaction_t: cost && ! cost->valid()"); + DEBUG("ledger.validate", "transaction_t: cost && ! cost->valid()"); return false; } - if (flags & ~0x003f) { - DEBUG_PRINT("ledger.validate", "transaction_t: flags are bad"); + if (flags() & ~0x003f) { + DEBUG("ledger.validate", "transaction_t: flags are bad"); return false; } @@ -92,6 +114,8 @@ bool entry_base_t::remove_transaction(transaction_t * xact) return true; } +// jww (2008-04-20): Migrate the Common Lisp version here! + bool entry_base_t::finalize() { // Scan through and compute the total balance for the entry. This @@ -99,29 +123,31 @@ bool entry_base_t::finalize() // and the per-unit price of unpriced commodities. value_t balance; + bool no_amounts = true; + bool saw_null = false; - bool no_amounts = true; - bool saw_null = false; for (transactions_list::const_iterator x = transactions.begin(); x != transactions.end(); x++) - if (! ((*x)->flags & TRANSACTION_VIRTUAL) || - ((*x)->flags & TRANSACTION_BALANCE)) { - amount_t * p = (*x)->cost ? (*x)->cost : &(*x)->amount; - if (*p) { + if (! (*x)->has_flags(TRANSACTION_VIRTUAL) || + (*x)->has_flags(TRANSACTION_BALANCE)) { + amount_t& p((*x)->cost ? *(*x)->cost : (*x)->amount); + if (! p.is_null()) { if (no_amounts) { - balance = *p; + balance = p; no_amounts = false; } else { - balance += *p; + balance += p; } + assert((*x)->amount); if ((*x)->cost && (*x)->amount.commodity().annotated) { annotated_commodity_t& ann_comm(static_cast<annotated_commodity_t&> ((*x)->amount.commodity())); - if (ann_comm.price) - balance += ann_comm.price * (*x)->amount - *((*x)->cost); + if (ann_comm.details.price) + balance += (*ann_comm.details.price * (*x)->amount.number() - + *((*x)->cost)); } } else { saw_null = true; @@ -136,12 +162,12 @@ bool entry_base_t::finalize() // account if one has been set. if (journal && journal->basket && transactions.size() == 1) { - assert(balance.type < value_t::BALANCE); + assert(balance.is_amount()); transaction_t * nxact = new transaction_t(journal->basket); // The amount doesn't need to be set because the code below will // balance this transaction against the other. add_transaction(nxact); - nxact->flags |= TRANSACTION_CALCULATED; + nxact->add_flags(TRANSACTION_CALCULATED); } // If the first transaction of a two-transaction entry is of a @@ -149,28 +175,28 @@ bool entry_base_t::finalize() // determine its price by dividing the unit count into the value of // the balance. This is done for the last eligible commodity. - if (! saw_null && balance && balance.type == value_t::BALANCE && - ((balance_t *) balance.data)->amounts.size() == 2) { - transactions_list::const_iterator x = transactions.begin(); - commodity_t& this_comm = (*x)->amount.commodity(); + if (! saw_null && balance && balance.is_balance()) { + balance_t& bal(balance.as_balance_lval()); + if (bal.amounts.size() == 2) { + transactions_list::const_iterator x = transactions.begin(); + assert((*x)->amount); + commodity_t& this_comm = (*x)->amount.commodity(); - amounts_map::const_iterator this_bal = - ((balance_t *) balance.data)->amounts.find(&this_comm); - amounts_map::const_iterator other_bal = - ((balance_t *) balance.data)->amounts.begin(); - if (this_bal == other_bal) - other_bal++; + balance_t::amounts_map::const_iterator this_bal = + bal.amounts.find(&this_comm); + balance_t::amounts_map::const_iterator other_bal = + bal.amounts.begin(); + if (this_bal == other_bal) + other_bal++; - if (this_bal != ((balance_t *) balance.data)->amounts.end()) { amount_t per_unit_cost = - amount_t((*other_bal).second / (*this_bal).second).unround(); + amount_t((*other_bal).second / (*this_bal).second.number()).unround(); for (; x != transactions.end(); x++) { - if ((*x)->cost || ((*x)->flags & TRANSACTION_VIRTUAL) || - ! (*x)->amount || (*x)->amount.commodity() != this_comm) + if ((*x)->cost || (*x)->has_flags(TRANSACTION_VIRTUAL) || + (*x)->amount.commodity() != this_comm) continue; - assert((*x)->amount); balance -= (*x)->amount; entry_t * entry = dynamic_cast<entry_t *>(this); @@ -178,11 +204,11 @@ bool entry_base_t::finalize() if ((*x)->amount.commodity() && ! (*x)->amount.commodity().annotated) (*x)->amount.annotate_commodity - (abs(per_unit_cost), - entry ? entry->actual_date() : datetime_t(), - entry ? entry->code : ""); + (annotation_t(per_unit_cost.abs(), + entry ? entry->actual_date() : optional<datetime_t>(), + entry ? entry->code : optional<string>())); - (*x)->cost = new amount_t(- (per_unit_cost * (*x)->amount)); + (*x)->cost = - (per_unit_cost * (*x)->amount.number()); balance += *(*x)->cost; } } @@ -196,13 +222,14 @@ bool entry_base_t::finalize() for (transactions_list::const_iterator x = transactions.begin(); x != transactions.end(); x++) { - if (! (*x)->amount.null() || - (((*x)->flags & TRANSACTION_VIRTUAL) && - ! ((*x)->flags & TRANSACTION_BALANCE))) + if ((*x)->amount || + ((*x)->has_flags(TRANSACTION_VIRTUAL) && + ! (*x)->has_flags(TRANSACTION_BALANCE))) continue; if (! empty_allowed) - throw new error("Only one transaction with null amount allowed per entry"); + throw_(std::logic_error, + "Only one transaction with null amount allowed per entry"); empty_allowed = false; // If one transaction gives no value at all, its value will become @@ -210,25 +237,25 @@ bool entry_base_t::finalize() // commodities are involved, multiple transactions will be // generated to balance them all. - balance_t * bal = NULL; - switch (balance.type) { + const balance_t * bal = NULL; + switch (balance.type()) { case value_t::BALANCE_PAIR: - bal = &((balance_pair_t *) balance.data)->quantity; + bal = &balance.as_balance_pair_lval().quantity(); // fall through... case value_t::BALANCE: if (! bal) - bal = (balance_t *) balance.data; + bal = &balance.as_balance_lval(); if (bal->amounts.size() < 2) { balance.cast(value_t::AMOUNT); } else { bool first = true; - for (amounts_map::const_iterator i = bal->amounts.begin(); + for (balance_t::amounts_map::const_iterator + i = bal->amounts.begin(); i != bal->amounts.end(); i++) { - amount_t amt = (*i).second; - amt.negate(); + amount_t amt = (*i).second.negate(); if (first) { (*x)->amount = amt; @@ -236,7 +263,7 @@ bool entry_base_t::finalize() } else { transaction_t * nxact = new transaction_t((*x)->account); add_transaction(nxact); - nxact->flags |= TRANSACTION_CALCULATED; + nxact->add_flags(TRANSACTION_CALCULATED); nxact->amount = amt; } @@ -247,9 +274,8 @@ bool entry_base_t::finalize() // fall through... case value_t::AMOUNT: - (*x)->amount = *((amount_t *) balance.data); - (*x)->amount.negate(); - (*x)->flags |= TRANSACTION_CALCULATED; + (*x)->amount = balance.as_amount().negate(); + (*x)->add_flags(TRANSACTION_CALCULATED); balance += (*x)->amount; break; @@ -263,8 +289,7 @@ bool entry_base_t::finalize() error * err = new balance_error("Entry does not balance", new entry_context(*this, "While balancing entry:")); - DEBUG_PRINT("ledger.journal.unbalanced_remainder", - "balance = " << balance); + DEBUG("ledger.journal.unbalanced_remainder", "balance = " << balance); balance.round(); err->context.push_front (new value_context(balance, "Unbalanced remainder is:")); @@ -278,8 +303,7 @@ entry_t::entry_t(const entry_t& e) : entry_base_t(e), _date(e._date), _date_eff(e._date_eff), code(e.code), payee(e.payee) { - DEBUG_PRINT("ledger.memory.ctors", "ctor entry_t"); - + TRACE_CTOR(entry_t, "copy"); for (transactions_list::const_iterator i = transactions.begin(); i != transactions.end(); i++) @@ -315,8 +339,8 @@ void entry_t::add_transaction(transaction_t * xact) bool entry_t::valid() const { - if (! _date || ! journal) { - DEBUG_PRINT("ledger.validate", "entry_t: ! _date || ! journal"); + if (! is_valid(_date) || ! journal) { + DEBUG("ledger.validate", "entry_t: ! _date || ! journal"); return false; } @@ -324,27 +348,13 @@ bool entry_t::valid() const i != transactions.end(); i++) if ((*i)->entry != this || ! (*i)->valid()) { - DEBUG_PRINT("ledger.validate", "entry_t: transaction not valid"); + DEBUG("ledger.validate", "entry_t: transaction not valid"); return false; } return true; } -auto_entry_t::auto_entry_t(const std::string& _predicate) - : predicate_string(_predicate) -{ - DEBUG_PRINT("ledger.memory.ctors", "ctor auto_entry_t"); - predicate = new item_predicate<transaction_t>(predicate_string); -} - -auto_entry_t::~auto_entry_t() -{ - DEBUG_PRINT("ledger.memory.dtors", "dtor auto_entry_t"); - if (predicate) - delete predicate; -} - void auto_entry_t::extend_entry(entry_base_t& entry, bool post) { transactions_list initial_xacts(entry.transactions.begin(), @@ -353,14 +363,16 @@ void auto_entry_t::extend_entry(entry_base_t& entry, bool post) for (transactions_list::iterator i = initial_xacts.begin(); i != initial_xacts.end(); i++) { - if ((*predicate)(**i)) { + if (predicate(**i)) { for (transactions_list::iterator t = transactions.begin(); t != transactions.end(); t++) { amount_t amt; + assert((*t)->amount); if (! (*t)->amount.commodity()) { if (! post) continue; + assert((*i)->amount); amt = (*i)->amount * (*t)->amount; } else { if (post) @@ -369,13 +381,13 @@ void auto_entry_t::extend_entry(entry_base_t& entry, bool post) } account_t * account = (*t)->account; - std::string fullname = account->fullname(); + string fullname = account->fullname(); assert(! fullname.empty()); if (fullname == "$account" || fullname == "@account") account = (*i)->account; transaction_t * xact - = new transaction_t(account, amt, (*t)->flags | TRANSACTION_AUTO); + = new transaction_t(account, amt, (*t)->flags() | TRANSACTION_AUTO); // Copy over details so that the resulting transaction is a mirror of // the automated entry's one. @@ -396,16 +408,15 @@ void auto_entry_t::extend_entry(entry_base_t& entry, bool post) account_t::~account_t() { - DEBUG_PRINT("ledger.memory.dtors", "dtor account_t " << this); - //assert(! data); + TRACE_DTOR(account_t); for (accounts_map::iterator i = accounts.begin(); i != accounts.end(); i++) - delete (*i).second; + checked_delete((*i).second); } -account_t * account_t::find_account(const std::string& name, +account_t * account_t::find_account(const string& name, const bool auto_create) { accounts_map::const_iterator i = accounts.find(name); @@ -414,11 +425,11 @@ account_t * account_t::find_account(const std::string& name, char buf[256]; - std::string::size_type sep = name.find(':'); - assert(sep < 256|| sep == std::string::npos); + string::size_type sep = name.find(':'); + assert(sep < 256|| sep == string::npos); const char * first, * rest; - if (sep == std::string::npos) { + if (sep == string::npos) { first = name.c_str(); rest = NULL; } else { @@ -440,7 +451,7 @@ account_t * account_t::find_account(const std::string& name, account->journal = journal; std::pair<accounts_map::iterator, bool> result - = accounts.insert(accounts_pair(first, account)); + = accounts.insert(accounts_map::value_type(first, account)); assert(result.second); } else { account = (*i).second; @@ -467,18 +478,18 @@ account_t * find_account_re_(account_t * account, const mask_t& regexp) return NULL; } -account_t * journal_t::find_account_re(const std::string& regexp) +account_t * journal_t::find_account_re(const string& regexp) { return find_account_re_(master, mask_t(regexp)); } -std::string account_t::fullname() const +string account_t::fullname() const { if (! _fullname.empty()) { return _fullname; } else { const account_t * first = this; - std::string fullname = name; + string fullname = name; while (first->parent) { first = first->parent; @@ -501,7 +512,7 @@ std::ostream& operator<<(std::ostream& out, const account_t& account) bool account_t::valid() const { if (depth > 256 || ! journal) { - DEBUG_PRINT("ledger.validate", "account_t: depth > 256 || ! journal"); + DEBUG("ledger.validate", "account_t: depth > 256 || ! journal"); return false; } @@ -509,12 +520,12 @@ bool account_t::valid() const i != accounts.end(); i++) { if (this == (*i).second) { - DEBUG_PRINT("ledger.validate", "account_t: parent refers to itself!"); + DEBUG("ledger.validate", "account_t: parent refers to itself!"); return false; } if (! (*i).second->valid()) { - DEBUG_PRINT("ledger.validate", "account_t: child not valid"); + DEBUG("ledger.validate", "account_t: child not valid"); return false; } } @@ -524,29 +535,33 @@ bool account_t::valid() const journal_t::~journal_t() { - DEBUG_PRINT("ledger.memory.dtors", "dtor journal_t"); + TRACE_DTOR(journal_t); assert(master); - delete master; + checked_delete(master); // Don't bother unhooking each entry's transactions from the // accounts they refer to, because all accounts are about to // be deleted. for (entries_list::iterator i = entries.begin(); i != entries.end(); - i++) + i++) { if (! item_pool || - ((char *) *i) < item_pool || ((char *) *i) >= item_pool_end) - delete *i; - else + reinterpret_cast<char *>(*i) < item_pool || + reinterpret_cast<char *>(*i) >= item_pool_end) { + checked_delete(*i); + } else { (*i)->~entry_t(); + } + } for (auto_entries_list::iterator i = auto_entries.begin(); i != auto_entries.end(); i++) if (! item_pool || - ((char *) *i) < item_pool || ((char *) *i) >= item_pool_end) - delete *i; + reinterpret_cast<char *>(*i) < item_pool || + reinterpret_cast<char *>(*i) >= item_pool_end) + checked_delete(*i); else (*i)->~auto_entry_t(); @@ -554,13 +569,14 @@ journal_t::~journal_t() i != period_entries.end(); i++) if (! item_pool || - ((char *) *i) < item_pool || ((char *) *i) >= item_pool_end) - delete *i; + reinterpret_cast<char *>(*i) < item_pool || + reinterpret_cast<char *>(*i) >= item_pool_end) + checked_delete(*i); else (*i)->~period_entry_t(); if (item_pool) - delete[] item_pool; + checked_array_delete(item_pool); } bool journal_t::add_entry(entry_t * entry) @@ -579,9 +595,11 @@ bool journal_t::add_entry(entry_t * entry) for (transactions_list::const_iterator i = entry->transactions.begin(); i != entry->transactions.end(); i++) - if ((*i)->cost && (*i)->amount) + if ((*i)->cost) { + assert((*i)->amount); (*i)->amount.commodity().add_price(entry->date(), - *(*i)->cost / (*i)->amount); + *(*i)->cost / (*i)->amount.number()); + } return true; } @@ -607,7 +625,7 @@ bool journal_t::remove_entry(entry_t * entry) bool journal_t::valid() const { if (! master->valid()) { - DEBUG_PRINT("ledger.validate", "journal_t: master not valid"); + DEBUG("ledger.validate", "journal_t: master not valid"); return false; } @@ -615,15 +633,7 @@ bool journal_t::valid() const i != entries.end(); i++) if (! (*i)->valid()) { - DEBUG_PRINT("ledger.validate", "journal_t: entry not valid"); - return false; - } - - for (commodities_map::const_iterator i = commodity_t::commodities.begin(); - i != commodity_t::commodities.end(); - i++) - if (! (*i).second->valid()) { - DEBUG_PRINT("ledger.validate", "journal_t: commodity not valid"); + DEBUG("ledger.validate", "journal_t: entry not valid"); return false; } @@ -639,12 +649,12 @@ void entry_context::describe(std::ostream& out) const throw() } xact_context::xact_context(const ledger::transaction_t& _xact, - const std::string& desc) throw() - : xact(_xact), file_context("", 0, desc) + const string& desc) throw() + : file_context("", 0, desc), xact(_xact) { - const ledger::strings_list& sources(xact.entry->journal->sources); - int x = 0; - for (ledger::strings_list::const_iterator i = sources.begin(); + const ledger::paths_list& sources(xact.entry->journal->sources); + unsigned int x = 0; + for (ledger::paths_list::const_iterator i = sources.begin(); i != sources.end(); i++, x++) if (x == xact.entry->src_idx) { |