/* * Copyright (c) 2003-2023, 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. */ /** * @addtogroup data */ /** * @file account.h * @author John Wiegley * * @ingroup data */ #pragma once #include "scope.h" namespace ledger { using namespace boost::placeholders; class account_t; class xact_t; class post_t; typedef std::list posts_list; typedef std::map accounts_map; typedef std::map deferred_posts_map_t; class account_t : public flags::supports_flags<>, public scope_t { #define ACCOUNT_NORMAL 0x00 // no flags at all, a basic account #define ACCOUNT_KNOWN 0x01 #define ACCOUNT_TEMP 0x02 // account is a temporary object #define ACCOUNT_GENERATED 0x04 // account never actually existed public: account_t * parent; string name; optional note; unsigned short depth; accounts_map accounts; posts_list posts; optional deferred_posts; optional value_expr; mutable string _fullname; #if DOCUMENT_MODEL mutable void * data; #endif account_t(account_t * _parent = NULL, const string& _name = "", const optional& _note = none) : supports_flags<>(), scope_t(), parent(_parent), name(_name), note(_note), depth(static_cast(parent ? parent->depth + 1 : 0)) #if DOCUMENT_MODEL , data(NULL) #endif { TRACE_CTOR(account_t, "account_t *, const string&, const string&"); } account_t(const account_t& other) : supports_flags<>(other.flags()), scope_t(), parent(other.parent), name(other.name), note(other.note), depth(other.depth), accounts(other.accounts) #if DOCUMENT_MODEL , data(NULL) #endif { TRACE_CTOR(account_t, "copy"); } virtual ~account_t(); virtual string description() { return string(_("account ")) + fullname(); } operator string() const { return fullname(); } string fullname() const; string partial_name(bool flat = false) const; void add_account(account_t * acct) { accounts.insert(accounts_map::value_type(acct->name, acct)); } bool remove_account(account_t * acct) { accounts_map::size_type n = accounts.erase(acct->name); return n > 0; } account_t * find_account(const string& name, bool auto_create = true); account_t * find_account_re(const string& regexp); typedef transform_iterator, accounts_map::iterator> accounts_map_seconds_iterator; accounts_map_seconds_iterator accounts_begin() { return make_transform_iterator (accounts.begin(), boost::bind(&accounts_map::value_type::second, _1)); } accounts_map_seconds_iterator accounts_end() { return make_transform_iterator (accounts.end(), boost::bind(&accounts_map::value_type::second, _1)); } void add_post(post_t * post); void add_deferred_post(const string& uuid, post_t * post); void apply_deferred_posts(); bool remove_post(post_t * post); posts_list::iterator posts_begin() { return posts.begin(); } posts_list::iterator posts_end() { return posts.end(); } virtual expr_t::ptr_op_t lookup(const symbol_t::kind_t kind, const string& name); bool valid() const; friend class journal_t; struct xdata_t : public supports_flags<> { #define ACCOUNT_EXT_SORT_CALC 0x01 #define ACCOUNT_EXT_HAS_NON_VIRTUALS 0x02 #define ACCOUNT_EXT_HAS_UNB_VIRTUALS 0x04 #define ACCOUNT_EXT_AUTO_VIRTUALIZE 0x08 #define ACCOUNT_EXT_VISITED 0x10 #define ACCOUNT_EXT_MATCHING 0x20 #define ACCOUNT_EXT_TO_DISPLAY 0x40 #define ACCOUNT_EXT_DISPLAYED 0x80 struct details_t { value_t total; value_t real_total; bool calculated; bool gathered; std::size_t posts_count; std::size_t posts_virtuals_count; std::size_t posts_cleared_count; std::size_t posts_last_7_count; std::size_t posts_last_30_count; std::size_t posts_this_month_count; date_t earliest_post; date_t earliest_cleared_post; date_t latest_post; date_t latest_cleared_post; datetime_t earliest_checkin; datetime_t latest_checkout; bool latest_checkout_cleared; std::set filenames; std::set accounts_referenced; std::set payees_referenced; optional last_post; optional last_reported_post; details_t() : calculated(false), gathered(false), posts_count(0), posts_virtuals_count(0), posts_cleared_count(0), posts_last_7_count(0), posts_last_30_count(0), posts_this_month_count(0), latest_checkout_cleared(false) { TRACE_CTOR(account_t::xdata_t::details_t, ""); } // A copy copies nothing details_t(const details_t&) : calculated(false), gathered(false), posts_count(0), posts_virtuals_count(0), posts_cleared_count(0), posts_last_7_count(0), posts_last_30_count(0), posts_this_month_count(0), latest_checkout_cleared(false) { TRACE_CTOR(account_t::xdata_t::details_t, "copy"); } ~details_t() throw() { TRACE_DTOR(account_t::xdata_t::details_t); } details_t& operator+=(const details_t& other); void update(post_t& post, bool gather_all = false); }; details_t self_details; details_t family_details; posts_list reported_posts; std::list sort_values; xdata_t() : supports_flags<>() { TRACE_CTOR(account_t::xdata_t, ""); } xdata_t(const xdata_t& other) : supports_flags<>(other.flags()), self_details(other.self_details), family_details(other.family_details), sort_values(other.sort_values) { TRACE_CTOR(account_t::xdata_t, "copy"); } ~xdata_t() throw() { TRACE_DTOR(account_t::xdata_t); } }; // This variable holds optional "extended data" which is usually produced // only during reporting, and only for the posting set being reported. // It's a memory-saving measure to delay allocation until the last possible // moment. mutable optional xdata_; bool has_xdata() const { return static_cast(xdata_); } void clear_xdata(); xdata_t& xdata() { if (! xdata_) xdata_ = xdata_t(); return *xdata_; } const xdata_t& xdata() const { assert(xdata_); return *xdata_; } value_t amount(const optional real_only = false, const optional& expr = none) const; value_t total(const optional& expr = none) const; const xdata_t::details_t& self_details(bool gather_all = true) const; const xdata_t::details_t& family_details(bool gather_all = true) const; bool has_xflags(xdata_t::flags_t flags) const { return xdata_ && xdata_->has_flags(flags); } bool children_with_xdata() const; std::size_t children_with_flags(xdata_t::flags_t flags) const; }; std::ostream& operator<<(std::ostream& out, const account_t& account); void put_account(property_tree::ptree& pt, const account_t& acct, function pred); //simple struct added to allow std::map to compare accounts in the accounts report struct account_compare { bool operator() (const account_t& lhs, const account_t& rhs) const { return (lhs.fullname().compare(rhs.fullname()) < 0); } }; } // namespace ledger