diff options
Diffstat (limited to 'src/chain.cc')
-rw-r--r-- | src/chain.cc | 225 |
1 files changed, 225 insertions, 0 deletions
diff --git a/src/chain.cc b/src/chain.cc new file mode 100644 index 00000000..d3ccf11c --- /dev/null +++ b/src/chain.cc @@ -0,0 +1,225 @@ +/* + * 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 |