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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 "chain.h"
+#include "filters.h"
+#include "reconcile.h"
+
+namespace ledger {
+
+xact_handler_ptr chain_xact_handlers(report_t& report,
+ xact_handler_ptr base_handler,
+ const bool handle_individual_xacts)
+{
+ bool remember_components = false;
+
+ xact_handler_ptr handler(base_handler);
+
+ // format_xacts write each xact received to the
+ // output stream.
+ if (handle_individual_xacts) {
+ // truncate_entries cuts off a certain number of _entries_ from
+ // being displayed. It does not affect calculation.
+ if (report.head_entries || report.tail_entries)
+ handler.reset(new truncate_entries(handler, report.head_entries,
+ report.tail_entries));
+
+ // filter_xacts will only pass through xacts matching the
+ // `display_predicate'.
+ if (! report.display_predicate.empty())
+ handler.reset(new filter_xacts(handler, report.display_predicate));
+
+ // calc_xacts computes the running total. When this
+ // appears will determine, for example, whether filtered
+ // xacts are included or excluded from the running total.
+ handler.reset(new calc_xacts(handler));
+
+ // component_xacts looks for reported xact that
+ // match the given `descend_expr', and then reports the
+ // xacts which made up the total for that reported
+ // xact.
+ if (! report.descend_expr.empty()) {
+ std::list<std::string> descend_exprs;
+
+ std::string::size_type beg = 0;
+ for (std::string::size_type pos = report.descend_expr.find(';');
+ pos != std::string::npos;
+ beg = pos + 1, pos = report.descend_expr.find(';', beg))
+ descend_exprs.push_back(std::string(report.descend_expr,
+ beg, pos - beg));
+ descend_exprs.push_back(std::string(report.descend_expr, beg));
+
+ for (std::list<std::string>::reverse_iterator i =
+ descend_exprs.rbegin();
+ i != descend_exprs.rend();
+ i++)
+ handler.reset(new component_xacts(handler, *i));
+
+ remember_components = true;
+ }
+
+ // reconcile_xacts will pass through only those
+ // xacts which can be reconciled to a given balance
+ // (calculated against the xacts which it receives).
+ if (! report.reconcile_balance.empty()) {
+ date_t cutoff = current_date;
+ if (! report.reconcile_date.empty())
+ cutoff = parse_date(report.reconcile_date);
+ handler.reset(new reconcile_xacts
+ (handler, value_t(report.reconcile_balance), cutoff));
+ }
+
+ // filter_xacts will only pass through xacts
+ // matching the `secondary_predicate'.
+ if (! report.secondary_predicate.empty())
+ handler.reset(new filter_xacts(handler, report.secondary_predicate));
+
+ // sort_xacts will sort all the xacts it sees, based
+ // on the `sort_order' value expression.
+ if (! report.sort_string.empty()) {
+ if (report.entry_sort)
+ handler.reset(new sort_entries(handler, report.sort_string));
+ else
+ handler.reset(new sort_xacts(handler, report.sort_string));
+ }
+
+ // changed_value_xacts adds virtual xacts to the
+ // list to account for changes in market value of commodities,
+ // which otherwise would affect the running total unpredictably.
+ if (report.show_revalued)
+ handler.reset(new changed_value_xacts(handler, report.total_expr,
+ report.show_revalued_only));
+
+ // collapse_xacts causes entries with multiple xacts
+ // to appear as entries with a subtotaled xact for each
+ // commodity used.
+ if (report.show_collapsed)
+ handler.reset(new collapse_xacts(handler, report.session));
+
+ // subtotal_xacts combines all the xacts it receives
+ // into one subtotal entry, which has one xact for each
+ // commodity in each account.
+ //
+ // period_xacts is like subtotal_xacts, but it
+ // subtotals according to time periods rather than totalling
+ // everything.
+ //
+ // dow_xacts is like period_xacts, except that it
+ // reports all the xacts that fall on each subsequent day
+ // of the week.
+ if (report.show_subtotal)
+ handler.reset(new subtotal_xacts(handler, remember_components));
+
+ if (report.days_of_the_week)
+ handler.reset(new dow_xacts(handler, remember_components));
+ else if (report.by_payee)
+ handler.reset(new by_payee_xacts(handler, remember_components));
+
+ // interval_xacts groups xacts together based on a
+ // time period, such as weekly or monthly.
+ if (! report.report_period.empty()) {
+ handler.reset(new interval_xacts(handler, report.report_period,
+ remember_components));
+ handler.reset(new sort_xacts(handler, "d"));
+ }
+ }
+
+ // invert_xacts inverts the value of the xacts it
+ // receives.
+ if (report.show_inverted)
+ handler.reset(new invert_xacts(handler));
+
+ // related_xacts will pass along all xacts related
+ // to the xact received. If `show_all_related' is true,
+ // then all the entry's xacts are passed; meaning that if
+ // one xact of an entry is to be printed, all the
+ // xact for that entry will be printed.
+ if (report.show_related)
+ handler.reset(new related_xacts(handler, report.show_all_related));
+
+ // anonymize_xacts removes all meaningful information from entry
+ // payee's and account names, for the sake of creating useful bug
+ // reports.
+ if (report.anonymize)
+ handler.reset(new anonymize_xacts(handler));
+
+ // This filter_xacts will only pass through xacts
+ // matching the `predicate'.
+ if (! report.predicate.empty()) {
+ DEBUG("report.predicate",
+ "Report predicate expression = " << report.predicate);
+ handler.reset(new filter_xacts(handler, report.predicate));
+ }
+
+#if 0
+ // budget_xacts takes a set of xacts from a data
+ // file and uses them to generate "budget xacts" which
+ // balance against the reported xacts.
+ //
+ // forecast_xacts is a lot like budget_xacts, except
+ // that it adds entries only for the future, and does not balance
+ // them against anything but the future balance.
+
+ if (report.budget_flags) {
+ budget_xacts * budget_handler = new budget_xacts(handler,
+ report.budget_flags);
+ budget_handler->add_period_entries(journal->period_entries);
+ handler.reset(budget_handler);
+
+ // Apply this before the budget handler, so that only matching
+ // xacts are calculated toward the budget. The use of
+ // filter_xacts above will further clean the results so
+ // that no automated xacts that don't match the filter get
+ // reported.
+ if (! report.predicate.empty())
+ handler.reset(new filter_xacts(handler, report.predicate));
+ }
+ else if (! report.forecast_limit.empty()) {
+ forecast_xacts * forecast_handler
+ = new forecast_xacts(handler, report.forecast_limit);
+ forecast_handler->add_period_entries(journal->period_entries);
+ handler.reset(forecast_handler);
+
+ // See above, under budget_xacts.
+ if (! report.predicate.empty())
+ handler.reset(new filter_xacts(handler, report.predicate));
+ }
+#endif
+
+ if (report.comm_as_payee)
+ handler.reset(new set_comm_as_payee(handler));
+ else if (report.code_as_payee)
+ handler.reset(new set_code_as_payee(handler));
+
+ return handler;
+}
+
+} // namespace ledger