/* * 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 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. */ #pragma once #include "expr.h" namespace ledger { struct keep_details_t; class commodity_pool_t; DECLARE_EXCEPTION(commodity_error, std::runtime_error); struct price_point_t { datetime_t when; amount_t price; price_point_t() {} price_point_t(datetime_t _when, amount_t _price) : when(_when), price(_price) {} bool operator==(const price_point_t& other) const { return when == other.when && price == other.price; } }; class commodity_t : public flags::delegates_flags, public equality_comparable1 { protected: friend class commodity_pool_t; friend class annotated_commodity_t; class base_t : public noncopyable, public flags::supports_flags { public: #define COMMODITY_STYLE_DEFAULTS 0x000 #define COMMODITY_STYLE_SUFFIXED 0x001 #define COMMODITY_STYLE_SEPARATED 0x002 #define COMMODITY_STYLE_DECIMAL_COMMA 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 #define COMMODITY_SAW_ANNOTATED 0x200 #define COMMODITY_SAW_ANN_PRICE_FLOAT 0x400 #define COMMODITY_SAW_ANN_PRICE_FIXATED 0x800 #define COMMODITY_STYLE_TIME_COLON 0x1000 #define COMMODITY_STYLE_NO_MIGRATE 0x2000 string symbol; optional graph_index; amount_t::precision_t precision; optional name; optional note; optional smaller; optional larger; optional value_expr; typedef tuple memoized_price_entry; typedef std::map > memoized_price_map; static const std::size_t max_price_map_size = 8; mutable memoized_price_map price_map; public: explicit base_t(const string& _symbol) : supports_flags (commodity_t::decimal_comma_by_default ? static_cast(COMMODITY_STYLE_DECIMAL_COMMA) : static_cast(COMMODITY_STYLE_DEFAULTS)), symbol(_symbol), precision(0) { TRACE_CTOR(commodity_t::base_t, "const string&"); } virtual ~base_t() { TRACE_DTOR(commodity_t::base_t); } }; shared_ptr base; commodity_pool_t * parent_; optional qualified_symbol; 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 decimal_comma_by_default; static bool time_colon_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(); } bool operator==(const string& name) const { return base_symbol() == name; } static bool symbol_needs_quotes(const string& symbol); virtual commodity_t& referent() { return *this; } virtual const commodity_t& referent() const { return *this; } bool has_annotation() const { return annotated; } virtual commodity_t& strip_annotations(const keep_details_t&) { return *this; } virtual void write_annotations(std::ostream&, bool) 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(); } optional graph_index() const {; return base->graph_index; } void set_graph_index(const optional& arg = none) { base->graph_index = arg; } 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; } virtual optional value_expr() const { return base->value_expr; } void set_value_expr(const optional& expr = none) { base->value_expr = expr; } void add_price(const datetime_t& date, const amount_t& price, const bool reflexive = true); void remove_price(const datetime_t& date, commodity_t& commodity); void map_prices(function fn, const datetime_t& moment = datetime_t(), const datetime_t& _oldest = datetime_t(), bool bidirectionally = false); optional find_price_from_expr(expr_t& expr, const commodity_t * commodity, const datetime_t& moment) const; optional virtual find_price(const commodity_t * commodity = NULL, const datetime_t& moment = datetime_t(), const datetime_t& oldest = datetime_t()) const; optional check_for_updated_price(const optional& point, const datetime_t& moment, const commodity_t * in_terms_of); commodity_t& nail_down(const expr_t& expr); // 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; } virtual void print(std::ostream& out, bool elide_quotes = false, bool print_annotations = false) const; bool valid() const; struct compare_by_commodity { int operator()(const amount_t * left, const amount_t * right) const; }; }; inline std::ostream& operator<<(std::ostream& out, const commodity_t& comm) { comm.print(out, false, true); return out; } void put_commodity(property_tree::ptree& pt, const commodity_t& comm, bool commodity_details = false); //simple struct to allow std::map to compare commodities names struct commodity_compare { bool operator() (const commodity_t* lhs, const commodity_t* rhs) const { return (lhs->symbol().compare(rhs->symbol()) < 0); } }; } // namespace ledger