/* * 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. */ /** * @addtogroup math */ /** * @file commodity.h * @author John Wiegley * * @ingroup math * * @brief Types for handling commodities * * This file contains one of the most basic types in Ledger: * commodity_t, and its annotated cousin, annotated_commodity_t. */ #ifndef _COMMODITY_H #define _COMMODITY_H namespace ledger { class keep_details_t; DECLARE_EXCEPTION(commodity_error, std::runtime_error); /** * @brief Brief * * Long. */ struct price_point_t { datetime_t when; amount_t price; #if defined(HAVE_BOOST_SERIALIZATION) private: /** Serialization. */ friend class boost::serialization::access; template void serialize(Archive& ar, const unsigned int /* version */) { ar & when; ar & price; } #endif // HAVE_BOOST_SERIALIZATION }; /** * @brief Brief * * Long. */ class commodity_t : public delegates_flags, public equality_comparable1 { public: typedef std::map history_map; struct history_t { history_map prices; void add_price(commodity_t& source, const datetime_t& date, const amount_t& price, const bool reflexive = true); bool remove_price(const datetime_t& date); optional find_price(const optional& moment = none, const optional& oldest = none #if defined(DEBUG_ON) , const int indent = 0 #endif ) const; #if defined(HAVE_BOOST_SERIALIZATION) private: /** Serialization. */ friend class boost::serialization::access; template void serialize(Archive& ar, const unsigned int /* version */) { ar & prices; } #endif // HAVE_BOOST_SERIALIZATION }; typedef std::map history_by_commodity_map; struct varied_history_t { history_by_commodity_map histories; void add_price(commodity_t& source, const datetime_t& date, const amount_t& price, const bool reflexive = true); bool remove_price(const datetime_t& date, commodity_t& commodity); optional find_price(const commodity_t& source, const optional& commodity = none, const optional& moment = none, const optional& oldest = none #if defined(DEBUG_ON) , const int indent = 0 #endif ) const; optional history(const optional& commodity = none); #if defined(HAVE_BOOST_SERIALIZATION) private: /** Serialization. */ friend class boost::serialization::access; template void serialize(Archive& ar, const unsigned int /* version */) { ar & histories; } #endif // HAVE_BOOST_SERIALIZATION }; protected: friend class commodity_pool_t; friend class annotated_commodity_t; class base_t : public noncopyable, public supports_flags { public: #define COMMODITY_STYLE_DEFAULTS 0x000 #define COMMODITY_STYLE_SUFFIXED 0x001 #define COMMODITY_STYLE_SEPARATED 0x002 #define COMMODITY_STYLE_EUROPEAN 0x004 #define COMMODITY_STYLE_THOUSANDS 0x008 #define COMMODITY_NOMARKET 0x010 #define COMMODITY_BUILTIN 0x020 #define COMMODITY_WALKED 0x040 #define COMMODITY_KNOWN 0x080 #define COMMODITY_PRIMARY 0x100 string symbol; amount_t::precision_t precision; optional name; optional note; optional varied_history; optional smaller; optional larger; mutable bool searched; public: explicit base_t(const string& _symbol) : supports_flags (commodity_t::european_by_default ? static_cast(COMMODITY_STYLE_EUROPEAN) : static_cast(COMMODITY_STYLE_DEFAULTS)), symbol(_symbol), precision(0), searched(false) { TRACE_CTOR(base_t, "const string&"); } ~base_t() { TRACE_DTOR(base_t); } #if defined(HAVE_BOOST_SERIALIZATION) private: base_t() { TRACE_CTOR(base_t, ""); } /** Serialization. */ friend class boost::serialization::access; template void serialize(Archive& ar, const unsigned int /* version */) { ar & boost::serialization::base_object >(*this); ar & symbol; ar & precision; ar & name; ar & note; ar & varied_history; ar & smaller; ar & larger; } #endif // HAVE_BOOST_SERIALIZATION }; shared_ptr base; commodity_pool_t * parent_; optional qualified_symbol; optional mapping_key_; bool annotated; explicit commodity_t(commodity_pool_t * _parent, const shared_ptr& _base) : delegates_flags(*_base.get()), base(_base), parent_(_parent), annotated(false) { TRACE_CTOR(commodity_t, "commodity_pool_t *, shared_ptr"); } public: static bool european_by_default; virtual ~commodity_t() { TRACE_DTOR(commodity_t); } operator bool() const; virtual bool operator==(const commodity_t& comm) const { if (comm.annotated) return comm == *this; return base.get() == comm.base.get(); } static bool symbol_needs_quotes(const string& symbol); virtual commodity_t& referent() { return *this; } virtual const commodity_t& referent() const { return *this; } bool is_annotated() const { return annotated; } virtual commodity_t& strip_annotations(const keep_details_t&) { return *this; } virtual void write_annotations(std::ostream&) const {} commodity_pool_t& pool() const { return *parent_; } string base_symbol() const { return base->symbol; } string symbol() const { return qualified_symbol ? *qualified_symbol : base_symbol(); } string mapping_key() const { if (mapping_key_) return *mapping_key_; else return base_symbol(); } optional name() const { return base->name; } void set_name(const optional& arg = none) { base->name = arg; } optional note() const { return base->note; } void set_note(const optional& arg = none) { base->note = arg; } amount_t::precision_t precision() const { return base->precision; } void set_precision(amount_t::precision_t arg) { base->precision = arg; } optional smaller() const { return base->smaller; } void set_smaller(const optional& arg = none) { base->smaller = arg; } optional larger() const { return base->larger; } void set_larger(const optional& arg = none) { base->larger = arg; } optional varied_history() { if (base->varied_history) return *base->varied_history; return none; } optional history(const optional& commodity); // These methods provide a transparent pass-through to the underlying // base->varied_history object. void add_price(const datetime_t& date, const amount_t& price, const bool reflexive = true) { if (! base->varied_history) base->varied_history = varied_history_t(); base->varied_history->add_price(*this, date, price, reflexive); } bool remove_price(const datetime_t& date, commodity_t& commodity) { if (base->varied_history) base->varied_history->remove_price(date, commodity); return false; } optional find_price(const optional& commodity = none, const optional& moment = none, const optional& oldest = none #if defined(DEBUG_ON) , const int indent = 0 #endif ) const { if (base->varied_history && ! has_flags(COMMODITY_WALKED)) { const_cast(*this).add_flags(COMMODITY_WALKED); optional point = base->varied_history->find_price(*this, commodity, moment, oldest #if defined(DEBUG_ON) , indent #endif ); const_cast(*this).drop_flags(COMMODITY_WALKED); return point; } return none; } optional check_for_updated_price(const optional& point, const optional& moment, const optional& in_terms_of); // Methods related to parsing, reading, writing, etc., the commodity // itself. static void parse_symbol(std::istream& in, string& symbol); static void parse_symbol(char *& p, string& symbol); static string parse_symbol(std::istream& in) { string temp; parse_symbol(in, temp); return temp; } void print(std::ostream& out) const { out << symbol(); } bool valid() const; #if defined(HAVE_BOOST_SERIALIZATION) private: supports_flags temp_flags; protected: explicit commodity_t() : delegates_flags(temp_flags), parent_(NULL), annotated(false) { TRACE_CTOR(commodity_t, ""); } private: /** Serialization. */ friend class boost::serialization::access; template void serialize(Archive& ar, const unsigned int /* version */) { ar & boost::serialization::base_object >(*this); ar & base; ar & parent_; ar & qualified_symbol; ar & mapping_key_; ar & annotated; } #endif // HAVE_BOOST_SERIALIZATION }; inline std::ostream& operator<<(std::ostream& out, const commodity_t& comm) { comm.print(out); return out; } /** * @brief Brief * * Long. */ struct compare_amount_commodities { bool operator()(const amount_t * left, const amount_t * right) const; }; } // namespace ledger #endif // _COMMODITY_H