1 files changed, 551 insertions, 0 deletions
diff --git a/src/account.cc b/src/account.cc
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+++ b/src/account.cc
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+/*
+ * Copyright (c) 2003-2009, 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 <system.hh>
+
+#include "account.h"
+#include "post.h"
+#include "xact.h"
+#include "interactive.h"
+
+namespace ledger {
+
+account_t::~account_t()
+{
+  TRACE_DTOR(account_t);
+
+  foreach (accounts_map::value_type& pair, accounts)
+    if (! pair.second->has_flags(ACCOUNT_TEMP))
+      checked_delete(pair.second);
+}
+
+account_t * account_t::find_account(const string& name,
+				    const bool	  auto_create)
+{
+  accounts_map::const_iterator i = accounts.find(name);
+  if (i != accounts.end())
+    return (*i).second;
+
+  char buf[8192];
+
+  string::size_type sep = name.find(':');
+  assert(sep < 256|| sep == string::npos);
+
+  const char * first, * rest;
+  if (sep == string::npos) {
+    first = name.c_str();
+    rest  = NULL;
+  } else {
+    std::strncpy(buf, name.c_str(), sep);
+    buf[sep] = '\0';
+
+    first = buf;
+    rest  = name.c_str() + sep + 1;
+  }
+
+  account_t * account;
+
+  i = accounts.find(first);
+  if (i == accounts.end()) {
+    if (! auto_create)
+      return NULL;
+
+    account = new account_t(this, first);
+    std::pair<accounts_map::iterator, bool> result
+      = accounts.insert(accounts_map::value_type(first, account));
+    assert(result.second);
+  } else {
+    account = (*i).second;
+  }
+
+  if (rest)
+    account = account->find_account(rest, auto_create);
+
+  return account;
+}
+
+namespace {
+  account_t * find_account_re_(account_t * account, const mask_t& regexp)
+  {
+    if (regexp.match(account->fullname()))
+      return account;
+
+    foreach (accounts_map::value_type& pair, account->accounts)
+      if (account_t * a = find_account_re_(pair.second, regexp))
+	return a;
+
+    return NULL;
+  }
+}
+
+account_t * account_t::find_account_re(const string& regexp)
+{
+  return find_account_re_(this, mask_t(regexp));
+}
+
+bool account_t::remove_post(post_t * post)
+{
+  assert(! posts.empty());
+  posts.remove(post);
+  post->account = NULL;
+  return true;
+}
+
+string account_t::fullname() const
+{
+  if (! _fullname.empty()) {
+    return _fullname;
+  } else {
+    const account_t *	first	 = this;
+    string		fullname = name;
+
+    while (first->parent) {
+      first = first->parent;
+      if (! first->name.empty())
+	fullname = first->name + ":" + fullname;
+    }
+
+    _fullname = fullname;
+
+    return fullname;
+  }
+}
+
+string account_t::partial_name(bool flat) const
+{
+  string pname = name;
+
+  for (const account_t * acct = parent;
+       acct && acct->parent;
+       acct = acct->parent) {
+    if (! flat) {
+      std::size_t count = acct->children_with_flags(ACCOUNT_EXT_TO_DISPLAY);
+      assert(count > 0);
+      if (count > 1 || acct->has_xflags(ACCOUNT_EXT_TO_DISPLAY))
+	break;
+    }
+    pname = acct->name + ":" + pname;
+  }
+  return pname;
+}
+
+std::ostream& operator<<(std::ostream& out, const account_t& account)
+{
+  out << account.fullname();
+  return out;
+}
+
+namespace {
+  value_t get_partial_name(call_scope_t& scope)
+  {
+    in_context_t<account_t> env(scope, "&b");
+    return string_value(env->partial_name(env.has(0) ?
+					  env.get<bool>(0) : false));
+  }
+
+  value_t get_account(account_t& account) { // this gets the name
+    return string_value(account.fullname());
+  }
+
+  value_t get_account_base(account_t& account) {
+    return string_value(account.name);
+  }
+
+  value_t get_amount(account_t& account) {
+    return SIMPLIFIED_VALUE_OR_ZERO(account.amount());
+  }
+
+  value_t get_total(account_t& account) {
+    return SIMPLIFIED_VALUE_OR_ZERO(account.total());
+  }
+
+  value_t get_subcount(account_t& account) {
+    return long(account.self_details().posts_count);
+  }
+
+  value_t get_count(account_t& account) {
+    return long(account.family_details().posts_count);
+  }
+
+  value_t get_depth(account_t& account) {
+    return long(account.depth);
+  }
+
+  value_t ignore(account_t&) {
+    return false;
+  }
+
+  value_t get_true(account_t&) {
+    return true;
+  }
+
+  value_t get_depth_spacer(account_t& account)
+  {
+    std::size_t depth = 0;
+    for (const account_t * acct = account.parent;
+	 acct && acct->parent;
+	 acct = acct->parent) {
+      std::size_t count = acct->children_with_flags(ACCOUNT_EXT_TO_DISPLAY);
+      assert(count > 0);
+      if (count > 1 || acct->has_xflags(ACCOUNT_EXT_TO_DISPLAY))
+	depth++;
+    }
+
+    std::ostringstream out;
+    for (std::size_t i = 0; i < depth; i++)
+      out << "  ";
+
+    return string_value(out.str());
+  }
+
+  value_t get_latest_cleared(account_t& account)
+  {
+    return account.self_details().latest_cleared_post;
+  }
+
+  template <value_t (*Func)(account_t&)>
+  value_t get_wrapper(call_scope_t& scope) {
+    return (*Func)(find_scope<account_t>(scope));
+  }
+
+  value_t get_parent(account_t& account) {
+    return value_t(static_cast<scope_t *>(account.parent));
+  }
+}
+
+expr_t::ptr_op_t account_t::lookup(const symbol_t::kind_t kind,
+				   const string& name)
+{
+  if (kind != symbol_t::FUNCTION)
+    return NULL;
+
+  switch (name[0]) {
+  case 'a':
+    if (name[1] == '\0' || name == "amount")
+      return WRAP_FUNCTOR(get_wrapper<&get_amount>);
+    else if (name == "account")
+      return WRAP_FUNCTOR(get_wrapper<&get_account>);
+    else if (name == "account_base")
+      return WRAP_FUNCTOR(get_wrapper<&get_account_base>);
+    break;
+
+  case 'c':
+    if (name == "count")
+      return WRAP_FUNCTOR(get_wrapper<&get_count>);
+    break;
+
+  case 'd':
+    if (name == "depth")
+      return WRAP_FUNCTOR(get_wrapper<&get_depth>);
+    else if (name == "depth_spacer")
+      return WRAP_FUNCTOR(get_wrapper<&get_depth_spacer>);
+    break;
+
+  case 'i':
+    if (name == "is_account")
+      return WRAP_FUNCTOR(get_wrapper<&get_true>);
+    else if (name == "is_index")
+      return WRAP_FUNCTOR(get_wrapper<&get_subcount>);
+    break;
+
+  case 'l':
+    if (name == "latest_cleared")
+      return WRAP_FUNCTOR(get_wrapper<&get_latest_cleared>);
+    else if (name[1] == '\0')
+      return WRAP_FUNCTOR(get_wrapper<&get_depth>);
+    break;
+
+  case 'n':
+    if (name[1] == '\0')
+      return WRAP_FUNCTOR(get_wrapper<&get_subcount>);
+    break;
+
+  case 'p':
+    if (name == "partial_account")
+      return WRAP_FUNCTOR(get_partial_name);
+    else if (name == "parent")
+      return WRAP_FUNCTOR(get_wrapper<&get_parent>);
+    break;
+
+  case 's':
+    if (name == "subcount")
+      return WRAP_FUNCTOR(get_wrapper<&get_subcount>);
+    break;
+
+  case 't':
+    if (name == "total")
+      return WRAP_FUNCTOR(get_wrapper<&get_total>);
+    break;
+
+  case 'u':
+    if (name == "use_direct_amount")
+      return WRAP_FUNCTOR(get_wrapper<&ignore>);
+    break;
+
+  case 'N':
+    if (name[1] == '\0')
+      return WRAP_FUNCTOR(get_wrapper<&get_count>);
+    break;
+
+  case 'O':
+    if (name[1] == '\0')
+      return WRAP_FUNCTOR(get_wrapper<&get_total>);
+    break;
+  }
+
+  return NULL;
+}
+
+bool account_t::valid() const
+{
+  if (depth > 256) {
+    DEBUG("ledger.validate", "account_t: depth > 256");
+    return false;
+  }
+
+  foreach (const accounts_map::value_type& pair, accounts) {
+    if (this == pair.second) {
+      DEBUG("ledger.validate", "account_t: parent refers to itself!");
+      return false;
+    }
+
+    if (! pair.second->valid()) {
+      DEBUG("ledger.validate", "account_t: child not valid");
+      return false;
+    }
+  }
+
+  return true;
+}
+
+bool account_t::children_with_xdata() const
+{
+  foreach (const accounts_map::value_type& pair, accounts)
+    if (pair.second->has_xdata() ||
+	pair.second->children_with_xdata())
+      return true;
+
+  return false;
+}
+
+std::size_t account_t::children_with_flags(xdata_t::flags_t flags) const
+{
+  std::size_t count = 0;
+  bool        grandchildren_visited = false;
+
+  foreach (const accounts_map::value_type& pair, accounts)
+    if (pair.second->has_xflags(flags) ||
+	pair.second->children_with_flags(flags))
+      count++;
+
+  // Although no immediately children were visited, if any progeny at all were
+  // visited, it counts as one.
+  if (count == 0 && grandchildren_visited)
+    count = 1;
+
+  return count;
+}
+
+account_t::xdata_t::details_t&
+account_t::xdata_t::details_t::operator+=(const details_t& other)
+{
+  posts_count    	 += other.posts_count;
+  posts_virtuals_count	 += other.posts_virtuals_count;
+  posts_cleared_count	 += other.posts_cleared_count;
+  posts_last_7_count	 += other.posts_last_7_count;
+  posts_last_30_count	 += other.posts_last_30_count;
+  posts_this_month_count += other.posts_this_month_count;
+
+  if (! is_valid(earliest_post) ||
+      (is_valid(other.earliest_post) &&
+       other.earliest_post < earliest_post))
+    earliest_post = other.earliest_post;
+  if (! is_valid(earliest_cleared_post) ||
+      (is_valid(other.earliest_cleared_post) &&
+       other.earliest_cleared_post < earliest_cleared_post))
+    earliest_cleared_post = other.earliest_cleared_post;
+
+  if (! is_valid(latest_post) ||
+      (is_valid(other.latest_post) &&
+       other.latest_post > latest_post))
+    latest_post = other.latest_post;
+  if (! is_valid(latest_cleared_post) ||
+      (is_valid(other.latest_cleared_post) &&
+       other.latest_cleared_post > latest_cleared_post))
+    latest_cleared_post = other.latest_cleared_post;
+
+  filenames.insert(other.filenames.begin(), other.filenames.end());
+  accounts_referenced.insert(other.accounts_referenced.begin(),
+			     other.accounts_referenced.end());
+  payees_referenced.insert(other.payees_referenced.begin(),
+			   other.payees_referenced.end());
+  return *this;
+}
+
+void account_t::clear_xdata()
+{
+  xdata_ = none;
+
+  foreach (accounts_map::value_type& pair, accounts)
+    if (! pair.second->has_flags(ACCOUNT_TEMP))
+      pair.second->clear_xdata();
+}
+
+value_t account_t::amount(const optional<expr_t&>& expr) const
+{
+  if (xdata_ && xdata_->has_flags(ACCOUNT_EXT_VISITED)) {
+    posts_list::const_iterator i;
+    if (xdata_->self_details.last_post)
+      i = *xdata_->self_details.last_post;
+    else
+      i = posts.begin();
+
+    for (; i != posts.end(); i++) {
+      if ((*i)->xdata().has_flags(POST_EXT_VISITED)) {
+	if (! (*i)->xdata().has_flags(POST_EXT_CONSIDERED)) {
+	  (*i)->add_to_value(xdata_->self_details.total, expr);
+	  (*i)->xdata().add_flags(POST_EXT_CONSIDERED);
+	}
+      }
+      xdata_->self_details.last_post = i;
+    }
+
+    if (xdata_->self_details.last_reported_post)
+      i = *xdata_->self_details.last_reported_post;
+    else
+      i = xdata_->reported_posts.begin();
+
+    for (; i != xdata_->reported_posts.end(); i++) {
+      if ((*i)->xdata().has_flags(POST_EXT_VISITED)) {
+	if (! (*i)->xdata().has_flags(POST_EXT_CONSIDERED)) {
+	  (*i)->add_to_value(xdata_->self_details.total, expr);
+	  (*i)->xdata().add_flags(POST_EXT_CONSIDERED);
+	}
+      }
+      xdata_->self_details.last_reported_post = i;
+    }
+
+    return xdata_->self_details.total;
+  } else {
+    return NULL_VALUE;
+  }
+}
+
+value_t account_t::total(const optional<expr_t&>& expr) const
+{
+  if (! (xdata_ && xdata_->family_details.calculated)) {
+    const_cast<account_t&>(*this).xdata().family_details.calculated = true;
+
+    value_t temp;
+    foreach (const accounts_map::value_type& pair, accounts) {
+      temp = pair.second->total(expr);
+      if (! temp.is_null())
+	add_or_set_value(xdata_->family_details.total, temp);
+    }
+
+    temp = amount(expr);
+    if (! temp.is_null())
+      add_or_set_value(xdata_->family_details.total, temp);
+  }
+  return xdata_->family_details.total;
+}
+
+const account_t::xdata_t::details_t&
+account_t::self_details(bool gather_all) const
+{
+  if (! (xdata_ && xdata_->self_details.gathered)) {
+    const_cast<account_t&>(*this).xdata().self_details.gathered = true;
+
+    foreach (const post_t * post, posts)
+      xdata_->self_details.update(const_cast<post_t&>(*post), gather_all);
+  }
+  return xdata_->self_details;
+}
+
+const account_t::xdata_t::details_t&
+account_t::family_details(bool gather_all) const
+{
+  if (! (xdata_ && xdata_->family_details.gathered)) {
+    const_cast<account_t&>(*this).xdata().family_details.gathered = true;
+
+    foreach (const accounts_map::value_type& pair, accounts)
+      xdata_->family_details += pair.second->family_details(gather_all);
+
+    xdata_->family_details += self_details(gather_all);
+  }
+  return xdata_->family_details;
+}
+
+void account_t::xdata_t::details_t::update(post_t& post,
+					   bool	   gather_all)
+{
+  posts_count++;
+
+  if (post.has_flags(POST_VIRTUAL))
+    posts_virtuals_count++;
+
+  if (gather_all)
+    filenames.insert(post.pos->pathname);
+
+  date_t date = post.date();
+
+  if (date.year() == CURRENT_DATE().year() &&
+      date.month() == CURRENT_DATE().month())
+    posts_this_month_count++;
+
+  if ((CURRENT_DATE() - date).days() <= 30)
+    posts_last_30_count++;
+  if ((CURRENT_DATE() - date).days() <= 7)
+    posts_last_7_count++;
+
+  if (! is_valid(earliest_post) || post.date() < earliest_post)
+    earliest_post = post.date();
+  if (! is_valid(latest_post) || post.date() > latest_post)
+    latest_post = post.date();
+
+  if (post.state() == item_t::CLEARED) {
+    posts_cleared_count++;
+
+    if (! is_valid(earliest_cleared_post) ||
+	post.date() < earliest_cleared_post)
+      earliest_cleared_post = post.date();
+    if (! is_valid(latest_cleared_post) ||
+	post.date() > latest_cleared_post)
+      latest_cleared_post = post.date();
+  }
+
+  if (gather_all) {
+    accounts_referenced.insert(post.account->fullname());
+    payees_referenced.insert(post.xact->payee);
+  }
+}
+
+} // namespace ledger