/* * 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 "output.h" namespace ledger { format_xacts::format_xacts(report_t& _report, const string& format) : report(_report), last_entry(NULL), last_xact(NULL) { TRACE_CTOR(format_xacts, "report&, const string&"); const char * f = format.c_str(); if (const char * p = std::strstr(f, "%/")) { first_line_format.parse(string(f, 0, p - f)); const char * n = p + 2; if (const char * p = std::strstr(n, "%/")) { next_lines_format.parse(string(n, 0, p - n)); between_format.parse(string(p + 2)); } else { next_lines_format.parse(n); } } else { first_line_format.parse(format); next_lines_format.parse(format); } } void format_xacts::operator()(xact_t& xact) { std::ostream& out(report.output_stream); if (! xact.has_xdata() || ! xact.xdata().has_flags(XACT_EXT_DISPLAYED)) { if (last_entry != xact.entry) { if (last_entry) { bind_scope_t bound_scope(report, *last_entry); between_format.format(out, bound_scope); } bind_scope_t bound_scope(report, xact); first_line_format.format(out, bound_scope); last_entry = xact.entry; } else if (last_xact && last_xact->date() != xact.date()) { bind_scope_t bound_scope(report, xact); first_line_format.format(out, bound_scope); } else { bind_scope_t bound_scope(report, xact); next_lines_format.format(out, bound_scope); } xact.xdata().add_flags(XACT_EXT_DISPLAYED); last_xact = &xact; } } void gather_statistics::flush() { std::ostream& out(report.output_stream); out << "Time period: " << statistics.earliest_xact << " to " << statistics.latest_xact << std::endl << std::endl; out << " Files these transactions came from:" << std::endl; foreach (const path& pathname, statistics.filenames) if (! pathname.empty()) out << " " << pathname.string() << std::endl; out << std::endl; out << " Unique payees: "; out.width(8); out << std::right << statistics.payees_referenced.size() << std::endl; out << " Unique accounts: "; out.width(8); out << std::right << statistics.accounts_referenced.size() << std::endl; out << " Number of entries: " ; out.width(8); out << std::right << statistics.total_entries << std::endl; out << " Number of transactions: "; out.width(8); out << std::right << statistics.total_xacts; out << " ("; out.precision(2); out << (double((statistics.latest_xact - statistics.earliest_xact).days()) / double(statistics.total_xacts)) << " per day)" << std::endl; out << " Days since last xact: "; out.width(8); out << std::right << (CURRENT_DATE() - statistics.latest_xact).days() << std::endl; out << " Xacts in last 7 days: "; out.width(8); out << std::right << statistics.total_last_7_days << std::endl; out << " Xacts in last 30 days: "; out.width(8); out << std::right << statistics.total_last_30_days << std::endl; out << " Xacts seen this month: "; out.width(8); out << std::right << statistics.total_this_month << std::endl; out << " Uncleared transactions: "; out.width(8); out << std::right << statistics.total_uncleared_xacts << std::endl; out.flush(); } void gather_statistics::operator()(xact_t& xact) { if (last_entry != xact.entry) { statistics.total_entries++; last_entry = xact.entry; } if (last_xact != &xact) { statistics.total_xacts++; last_xact = &xact; statistics.filenames.insert(xact.pathname); date_t date = xact.reported_date(); if (date.year() == CURRENT_DATE().year() && date.month() == CURRENT_DATE().month()) statistics.total_this_month++; if ((CURRENT_DATE() - date).days() <= 30) statistics.total_last_30_days++; if ((CURRENT_DATE() - date).days() <= 7) statistics.total_last_7_days++; if (xact.state() != item_t::CLEARED) statistics.total_uncleared_xacts++; if (! is_valid(statistics.earliest_xact) || xact.reported_date() < statistics.earliest_xact) statistics.earliest_xact = xact.reported_date(); if (! is_valid(statistics.latest_xact) || xact.reported_date() > statistics.latest_xact) statistics.latest_xact = xact.reported_date(); statistics.accounts_referenced.insert(xact.account->fullname()); statistics.payees_referenced.insert(xact.entry->payee); } } void format_entries::format_last_entry() { bool first = true; std::ostream& out(report.output_stream); foreach (xact_t * xact, last_entry->xacts) { if (xact->has_xdata() && xact->xdata().has_flags(XACT_EXT_TO_DISPLAY)) { if (first) { bind_scope_t bound_scope(report, *xact); first_line_format.format(out, bound_scope); first = false; } else { bind_scope_t bound_scope(report, *xact); next_lines_format.format(out, bound_scope); } xact->xdata().add_flags(XACT_EXT_DISPLAYED); } } } void format_entries::operator()(xact_t& xact) { xact.xdata().add_flags(XACT_EXT_TO_DISPLAY); if (last_entry && xact.entry != last_entry) format_last_entry(); last_entry = xact.entry; } void format_accounts::flush() { std::ostream& out(report.output_stream); if (print_final_total) { assert(out); assert(report.session.master->has_xdata()); account_t::xdata_t& xdata(report.session.master->xdata()); if (! report.HANDLED(collapse) && xdata.total) { out << "--------------------\n"; xdata.value = xdata.total; bind_scope_t bound_scope(report, *report.session.master); format.format(out, bound_scope); } } out.flush(); } void format_accounts::operator()(account_t& account) { if (display_account(account)) { if (! account.parent) { account.xdata().add_flags(ACCOUNT_EXT_TO_DISPLAY); } else { bind_scope_t bound_scope(report, account); format.format(report.output_stream, bound_scope); account.xdata().add_flags(ACCOUNT_EXT_DISPLAYED); } } } bool format_accounts::disp_subaccounts_p(account_t& account, account_t *& to_show) { bool display = false; std::size_t counted = 0; bool matches = should_display(account); bool computed = false; value_t acct_total; value_t result; to_show = NULL; foreach (accounts_map::value_type pair, account.accounts) { if (! should_display(*pair.second)) continue; bind_scope_t bound_scope(report, *pair.second); call_scope_t args(bound_scope); result = report.fn_total_expr(args); if (! computed) { bind_scope_t account_scope(report, account); call_scope_t args(account_scope); acct_total = report.fn_total_expr(args); computed = true; } if ((result != acct_total) || counted > 0) { display = matches; break; } to_show = pair.second; counted++; } return display; } bool format_accounts::display_account(account_t& account) { // Never display an account that has already been displayed. if (account.has_xdata() && account.xdata().has_flags(ACCOUNT_EXT_DISPLAYED)) return false; // At this point, one of two possibilities exists: the account is a // leaf which matches the predicate restrictions; or it is a parent // and two or more children must be subtotaled; or it is a parent // and its child has been hidden by the predicate. So first, // determine if it is a parent that must be displayed regardless of // the predicate. account_t * account_to_show = NULL; if (disp_subaccounts_p(account, account_to_show)) return true; return ! account_to_show && should_display(account); } format_equity::format_equity(report_t& _report, const string& _format) : format_accounts(_report) { const char * f = _format.c_str(); if (const char * p = std::strstr(f, "%/")) { first_line_format.parse(string(f, 0, p - f)); next_lines_format.parse(string(p + 2)); } else { first_line_format.parse(_format); next_lines_format.parse(_format); } entry_t header_entry; header_entry.payee = "Opening Balances"; header_entry._date = CURRENT_DATE(); bind_scope_t bound_scope(report, header_entry); first_line_format.format(report.output_stream, bound_scope); } void format_equity::flush() { account_t summary(NULL, "Equity:Opening Balances"); account_t::xdata_t& xdata(summary.xdata()); std::ostream& out(report.output_stream); xdata.value = total.negate(); if (total.type() >= value_t::BALANCE) { const balance_t * bal; if (total.is_type(value_t::BALANCE)) bal = &(total.as_balance()); else assert(false); foreach (balance_t::amounts_map::value_type pair, bal->amounts) { xdata.value = pair.second; xdata.value.negate(); bind_scope_t bound_scope(report, summary); next_lines_format.format(out, bound_scope); } } else { bind_scope_t bound_scope(report, summary); next_lines_format.format(out, bound_scope); } out.flush(); } void format_equity::operator()(account_t& account) { std::ostream& out(report.output_stream); if (display_account(account)) { if (account.has_xdata()) { value_t val = account.xdata().value; if (val.type() >= value_t::BALANCE) { const balance_t * bal; if (val.is_type(value_t::BALANCE)) bal = &(val.as_balance()); else assert(false); foreach (balance_t::amounts_map::value_type pair, bal->amounts) { account.xdata().value = pair.second; bind_scope_t bound_scope(report, account); next_lines_format.format(out, bound_scope); } account.xdata().value = val; } else { bind_scope_t bound_scope(report, account); next_lines_format.format(out, bound_scope); } total += val; } account.xdata().add_flags(ACCOUNT_EXT_DISPLAYED); } } } // namespace ledger