/* * 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. */ #include #include "chain.h" #include "predicate.h" #include "filters.h" #include "report.h" #include "session.h" namespace ledger { post_handler_ptr chain_pre_post_handlers(post_handler_ptr base_handler, report_t& report) { post_handler_ptr handler(base_handler); // anonymize_posts removes all meaningful information from xact payee's and // account names, for the sake of creating useful bug reports. if (report.HANDLED(anon)) handler.reset(new anonymize_posts(handler)); // This filter_posts will only pass through posts matching the `predicate'. if (report.HANDLED(limit_)) { DEBUG("report.predicate", "Report predicate expression = " << report.HANDLER(limit_).str()); handler.reset(new filter_posts (handler, predicate_t(report.HANDLER(limit_).str(), report.what_to_keep()), report)); } // budget_posts takes a set of posts from a data file and uses them to // generate "budget posts" which balance against the reported posts. // // forecast_posts is a lot like budget_posts, except that it adds xacts // only for the future, and does not balance them against anything but the // future balance. if (report.budget_flags != BUDGET_NO_BUDGET) { budget_posts * budget_handler = new budget_posts(handler, report.terminus.date(), report.budget_flags); budget_handler->add_period_xacts(report.session.journal->period_xacts); handler.reset(budget_handler); // Apply this before the budget handler, so that only matching posts are // calculated toward the budget. The use of filter_posts above will // further clean the results so that no automated posts that don't match // the filter get reported. if (report.HANDLED(limit_)) handler.reset(new filter_posts (handler, predicate_t(report.HANDLER(limit_).str(), report.what_to_keep()), report)); } else if (report.HANDLED(forecast_while_)) { forecast_posts * forecast_handler = new forecast_posts(handler, predicate_t(report.HANDLER(forecast_while_).str(), report.what_to_keep()), report, (report.HANDLED(forecast_years_) ? lexical_cast (report.HANDLER(forecast_years_).value) : 5UL)); forecast_handler->add_period_xacts(report.session.journal->period_xacts); handler.reset(forecast_handler); // See above, under budget_posts. if (report.HANDLED(limit_)) handler.reset(new filter_posts (handler, predicate_t(report.HANDLER(limit_).str(), report.what_to_keep()), report)); } return handler; } post_handler_ptr chain_post_handlers(post_handler_ptr base_handler, report_t& report, bool for_accounts_report) { post_handler_ptr handler(base_handler); predicate_t display_predicate; predicate_t only_predicate; display_filter_posts * display_filter = NULL; expr_t& expr(report.HANDLER(amount_).expr); expr.set_context(&report); report.HANDLER(total_).expr.set_context(&report); report.HANDLER(display_amount_).expr.set_context(&report); report.HANDLER(display_total_).expr.set_context(&report); if (! for_accounts_report) { // Make sure only forecast postings which match are allowed through if (report.HANDLED(forecast_while_)) { handler.reset(new filter_posts (handler, predicate_t(report.HANDLER(forecast_while_).str(), report.what_to_keep()), report)); } // truncate_xacts cuts off a certain number of _xacts_ from being // displayed. It does not affect calculation. if (report.HANDLED(head_) || report.HANDLED(tail_)) handler.reset (new truncate_xacts(handler, report.HANDLED(head_) ? lexical_cast(report.HANDLER(head_).value) : 0, report.HANDLED(tail_) ? lexical_cast(report.HANDLER(tail_).value) : 0)); // display_filter_posts adds virtual posts to the list to account // for changes in value of commodities, which otherwise would affect // the running total unpredictably. display_filter = new display_filter_posts(handler, report, report.HANDLED(revalued) && ! report.HANDLED(no_rounding)); handler.reset(display_filter); // filter_posts will only pass through posts matching the // `display_predicate'. if (report.HANDLED(display_)) { display_predicate = predicate_t(report.HANDLER(display_).str(), report.what_to_keep()); handler.reset(new filter_posts(handler, display_predicate, report)); } } // changed_value_posts adds virtual posts to the list to account for changes // in market value of commodities, which otherwise would affect the running // total unpredictably. if (report.HANDLED(revalued) && (! for_accounts_report || report.HANDLED(unrealized))) handler.reset(new changed_value_posts(handler, report, for_accounts_report, report.HANDLED(unrealized), display_filter)); // calc_posts computes the running total. When this appears will determine, // for example, whether filtered posts are included or excluded from the // running total. handler.reset(new calc_posts(handler, expr, (! for_accounts_report || (report.HANDLED(revalued) && report.HANDLED(unrealized))))); // filter_posts will only pass through posts matching the // `secondary_predicate'. if (report.HANDLED(only_)) { only_predicate = predicate_t(report.HANDLER(only_).str(), report.what_to_keep()); handler.reset(new filter_posts(handler, only_predicate, report)); } if (! for_accounts_report) { // sort_posts will sort all the posts it sees, based on the `sort_order' // value expression. if (report.HANDLED(sort_)) { if (report.HANDLED(sort_xacts_)) handler.reset(new sort_xacts(handler, expr_t(report.HANDLER(sort_).str()), report)); else handler.reset(new sort_posts(handler, report.HANDLER(sort_).str(), report)); } // collapse_posts causes xacts with multiple posts to appear as xacts // with a subtotaled post for each commodity used. if (report.HANDLED(collapse) || report.HANDLED(depth_)) { unsigned short collapse_depth = 0; if (report.HANDLED(depth_)) collapse_depth = lexical_cast(report.HANDLER(depth_).str()); handler.reset(new collapse_posts(handler, report, expr, display_predicate, only_predicate, report.HANDLED(collapse_if_zero), collapse_depth)); } // subtotal_posts combines all the posts it receives into one subtotal // xact, which has one post for each commodity in each account. // // period_posts is like subtotal_posts, but it subtotals according to time // periods rather than totaling everything. // // day_of_week_posts is like period_posts, except that it reports // all the posts that fall on each subsequent day of the week. if (report.HANDLED(equity)) handler.reset(new posts_as_equity(handler, report, expr, report.HANDLED(unround))); else if (report.HANDLED(subtotal)) handler.reset(new subtotal_posts(handler, expr)); } if (report.HANDLED(dow)) handler.reset(new day_of_week_posts(handler, expr)); else if (report.HANDLED(by_payee)) handler.reset(new by_payee_posts(handler, expr)); // interval_posts groups posts together based on a time period, such as // weekly or monthly. if (report.HANDLED(period_)) handler.reset(new interval_posts(handler, expr, report.HANDLER(period_).str(), report.HANDLED(exact), report.HANDLED(empty))); if (report.HANDLED(date_)) handler.reset(new transfer_details(handler, transfer_details::SET_DATE, report.session.journal->master, report.HANDLER(date_).str(), report)); if (report.HANDLED(account_)) { handler.reset(new transfer_details(handler, transfer_details::SET_ACCOUNT, report.session.journal->master, report.HANDLER(account_).str(), report)); } else if (report.HANDLED(pivot_)) { string pivot = report.HANDLER(pivot_).str(); pivot = string("\"") + pivot + ":\" + tag(\"" + pivot + "\")"; handler.reset(new transfer_details(handler, transfer_details::SET_ACCOUNT, report.session.journal->master, pivot, report)); } if (report.HANDLED(payee_)) handler.reset(new transfer_details(handler, transfer_details::SET_PAYEE, report.session.journal->master, report.HANDLER(payee_).str(), report)); // related_posts will pass along all posts related to the post received. If // the `related_all' handler is on, then all the xact's posts are passed; // meaning that if one post of an xact is to be printed, all the post for // that xact will be printed. if (report.HANDLED(related)) handler.reset(new related_posts(handler, report.HANDLED(related_all))); if (report.HANDLED(inject_)) handler.reset(new inject_posts(handler, report.HANDLED(inject_).str(), report.session.journal->master)); return handler; } } // namespace ledger