/* * 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 "report.h" #include "iterators.h" #include "filters.h" #include "chain.h" #include "output.h" #include "precmd.h" #include "emacs.h" #include "derive.h" namespace ledger { report_t::report_t(session_t& _session) : session(_session), budget_flags(BUDGET_NO_BUDGET) { // Setup default values for some of the option handlers HANDLER(date_format_).on("%y-%b-%d"); HANDLER(register_format_).on( "%-.9(date) %-.20(payee)" " %-.23(truncate(account, 23, 2))" " %12(print_balance(strip(display_amount), 12, 67))" " %12(print_balance(strip(display_total), 12, 80, true))\n%/" "%31|%-.23(truncate(account, 23, 2))" " %12(print_balance(strip(display_amount), 12, 67))" " %12(print_balance(strip(display_total), 12, 80, true))\n"); // jww (2009-02-06): Most of these still need to be defined HANDLER(wide_register_format_).on( "%-.9D %-.35P %-.39A %22.108t %22.132T\n%/" "%48|%-.38A %22.108t %22.132T\n"); HANDLER(print_format_).on( "%(format_date(entry.date, \"%Y/%m/%d\"))" "%(entry.cleared ? \" *\" : (entry.pending ? \" !\" : \"\"))" "%(code ? \" (\" + code + \")\" : \"\") %(payee)%(entry.comment | \"\")\n" " %(entry.uncleared ? (cleared ? \"* \" : (pending ? \"! \" : \"\")) : \"\")" "%-34(account)" " %12(calculated ? \"\" : strip(amount))%(comment | \"\")\n%/" " %(entry.uncleared ? (cleared ? \"* \" : (pending ? \"! \" : \"\")) : \"\")" "%-34(account)" " %12(calculated ? \"\" : strip(amount))%(comment | \"\")\n%/\n"); HANDLER(balance_format_).on( "%20(print_balance(strip(display_total), 20))" " %(depth_spacer)%-(partial_account)\n"); HANDLER(equity_format_).on("\n%D %Y%C%P\n%/ %-34W %12t\n"); HANDLER(plot_amount_format_).on("%D %(S(t))\n"); HANDLER(plot_total_format_).on("%D %(S(T))\n"); HANDLER(prices_format_).on( "%-.9(date) %-8(account) %12(strip(display_amount))\n"); HANDLER(pricesdb_format_).on("P %[%Y/%m/%d %H:%M:%S] %A %t\n"); HANDLER(csv_format_).on( "%(quoted(date))," "%(quoted(payee))," "%(quoted(account))," "%(quoted(display_amount))," "%(quoted((cleared or entry.cleared) ? \"*\" : ((pending or entry.pending) ? \"!\" : \"\")))," "%(quoted(code))," "%(quoted(join(note)))\n"); } void report_t::xacts_report(xact_handler_ptr handler) { journal_xacts_iterator walker(*session.journal.get()); pass_down_xacts(chain_xact_handlers(*this, handler), walker); session.clean_xacts(); } void report_t::entry_report(xact_handler_ptr handler, entry_t& entry) { entry_xacts_iterator walker(entry); pass_down_xacts(chain_xact_handlers(*this, handler), walker); session.clean_xacts(entry); } void report_t::sum_all_accounts() { expr_t& expr(HANDLER(amount_).expr); expr.set_context(this); journal_xacts_iterator walker(*session.journal.get()); pass_down_xacts(chain_xact_handlers (*this, xact_handler_ptr(new set_account_value(expr)), true), walker); expr.mark_uncompiled(); // recompile, throw away xact_t bindings session.master->calculate_sums(expr); } void report_t::accounts_report(acct_handler_ptr handler) { sum_all_accounts(); scoped_ptr iter; if (! HANDLED(sort_)) iter.reset(new basic_accounts_iterator(*session.master)); else iter.reset(new sorted_accounts_iterator(*session.master, HANDLER(sort_).str())); if (HANDLED(display_)) pass_down_accounts(handler, *iter.get(), item_predicate(HANDLER(display_).str(), what_to_keep()), *this); else pass_down_accounts(handler, *iter.get()); session.clean_xacts(); session.clean_accounts(); } void report_t::commodities_report(xact_handler_ptr handler) { xacts_commodities_iterator walker(*session.journal.get()); pass_down_xacts(chain_xact_handlers(*this, handler), walker); session.clean_xacts(); } value_t report_t::fn_amount_expr(call_scope_t& scope) { return HANDLER(amount_).expr.calc(scope); } value_t report_t::fn_total_expr(call_scope_t& scope) { return HANDLER(total_).expr.calc(scope); } value_t report_t::fn_display_amount(call_scope_t& scope) { return HANDLER(display_amount_).expr.calc(scope); } value_t report_t::fn_display_total(call_scope_t& scope) { return HANDLER(display_total_).expr.calc(scope); } value_t report_t::fn_market_value(call_scope_t& args) { var_t date(args, 1); var_t in_terms_of(args, 2); commodity_t * commodity = NULL; if (in_terms_of) commodity = amount_t::current_pool->find_or_create(*in_terms_of); DEBUG("report.market", "getting market value of: " << args[0]); value_t result = args[0].value(date ? optional(*date) : optional(), commodity ? optional(*commodity) : optional()); DEBUG("report.market", "result is: " << result); return result; } value_t report_t::fn_print_balance(call_scope_t& args) { var_t first_width(args, 1); var_t latter_width(args, 2); #if 0 var_t bold_negative(args, 3); #endif std::ostringstream out; args[0].strip_annotations(what_to_keep()) .print(out, *first_width, latter_width ? *latter_width : -1, HANDLED(date_format_) ? HANDLER(date_format_).str() : optional()); return string_value(out.str()); } value_t report_t::fn_strip(call_scope_t& args) { return args[0].strip_annotations(what_to_keep()); } value_t report_t::fn_truncate(call_scope_t& args) { var_t width(args, 1); var_t account_abbrev(args, 2); return string_value(format_t::truncate(args[0].as_string(), *width, account_abbrev ? *account_abbrev : -1)); } value_t report_t::fn_quoted(call_scope_t& args) { std::ostringstream out; out << '"'; foreach (const char ch, args[0].to_string()) { if (ch == '"') out << "\\\""; else out << ch; } out << '"'; return string_value(out.str()); } value_t report_t::fn_join(call_scope_t& args) { std::ostringstream out; foreach (const char ch, args[0].to_string()) if (ch != '\n') out << ch; return string_value(out.str()); } value_t report_t::fn_format_date(call_scope_t& args) { return string_value(format_date(args[0].to_date(), args[1].to_string())); } namespace { template class reporter { shared_ptr > handler; report_t& report; public: reporter(item_handler * _handler, report_t& _report) : handler(_handler), report(_report) {} value_t operator()(call_scope_t& args) { if (args.size() > 0) { report.HANDLER(limit_).append (args_to_predicate_expr(args.value().as_sequence().begin(), args.value().as_sequence().end())); DEBUG("report.predicate", "Predicate = " << report.HANDLER(limit_).str()); } (report.*report_method)(handler_ptr(handler)); return true; } }; } option_t * report_t::lookup_option(const char * p) { switch (*p) { case '%': OPT_CH(percentage); break; case 'A': OPT_CH(average); break; case 'B': OPT_CH(basis); break; case 'C': OPT_CH(cleared); break; case 'D': OPT_CH(deviation); break; case 'E': OPT_CH(empty); break; case 'F': OPT_CH(format_); break; case 'G': OPT_CH(gain); break; case 'I': OPT_CH(price); break; case 'J': OPT_CH(total_data); break; case 'L': OPT_CH(actual); break; case 'M': OPT_CH(monthly); break; case 'O': OPT_CH(quantity); break; case 'P': OPT_CH(by_payee); break; case 'R': OPT_CH(real); break; case 'S': OPT_CH(sort_); break; case 'T': OPT_CH(total_); break; case 'U': OPT_CH(uncleared); break; case 'V': OPT_CH(market); break; case 'W': OPT_CH(weekly); break; case 'Y': OPT_CH(yearly); break; case 'Z': OPT_CH(price_exp_); break; case 'a': OPT(abbrev_len_); else OPT(account_); else OPT(actual); else OPT(add_budget); else OPT(amount_); else OPT(amount_data); else OPT(anon); else OPT(ansi); else OPT(ansi_invert); else OPT(average); break; case 'b': OPT(balance_format_); else OPT(base); else OPT(basis); else OPT_(begin_); else OPT(budget); else OPT(by_payee); break; case 'c': OPT(cache_); else OPT(csv_format_); else OPT(cleared); else OPT(code_as_payee); else OPT(collapse); else OPT(collapse_if_zero); else OPT(comm_as_payee); else OPT(cost); else OPT_(current); break; case 'd': OPT(daily); else OPT(date_format_); else OPT(deviation); else OPT_(display_); else OPT(display_amount_); else OPT(display_total_); else OPT(dow); break; case 'e': OPT(effective); else OPT(empty); else OPT_(end_); else OPT(equity_format_); break; case 'f': OPT(forecast_); else OPT(format_); break; case 'g': OPT_CH(performance); else OPT(gain); break; case 'h': OPT(head_); break; case 'i': OPT(invert); break; case 'j': OPT_CH(amount_data); break; case 'l': OPT_(limit_); else OPT(lot_dates); else OPT(lot_prices); else OPT(lot_tags); else OPT(lots); break; case 'm': OPT(market); else OPT(monthly); break; case 'n': OPT_CH(collapse); break; case 'o': OPT(only_); else OPT_(output_); break; case 'p': OPT(pager_); else OPT(pending); else OPT(percentage); else OPT(performance); else OPT_(period_); else OPT(period_sort_); else OPT(plot_amount_format_); else OPT(plot_total_format_); else OPT(price); else OPT(price_exp_); else OPT(prices_format_); else OPT(pricesdb_format_); else OPT(print_format_); break; case 'q': OPT(quantity); else OPT(quarterly); break; case 'r': OPT(real); else OPT(register_format_); else OPT_(related); else OPT(related_all); else OPT(revalued); else OPT(revalued_only); break; case 's': OPT(set_price_); else OPT(sort_); else OPT(sort_all_); else OPT(sort_entries_); else OPT_(subtotal); break; case 't': OPT_CH(amount_); else OPT(tail_); else OPT(total_); else OPT(total_data); else OPT(totals); else OPT(truncate_); break; case 'u': OPT(unbudgeted); else OPT(uncleared); break; case 'w': OPT(weekly); else OPT_(wide); else OPT(wide_register_format_); break; case 'x': OPT_CH(comm_as_payee); break; case 'y': OPT_CH(date_format_); else OPT(yearly); break; } return NULL; } expr_t::ptr_op_t report_t::lookup(const string& name) { if (expr_t::ptr_op_t def = session.lookup(name)) return def; const char * p = name.c_str(); switch (*p) { case 'a': if (is_eq(p, "amount_expr")) return MAKE_FUNCTOR(report_t::fn_amount_expr); break; case 'c': if (WANT_CMD()) { p += CMD_PREFIX_LEN; switch (*p) { case 'b': if (*(p + 1) == '\0' || is_eq(p, "bal") || is_eq(p, "balance")) return expr_t::op_t::wrap_functor (reporter (new format_accounts(*this, report_format(HANDLER(balance_format_))), *this)); break; case 'c': if (is_eq(p, "csv")) return WRAP_FUNCTOR (reporter<> (new format_xacts(*this, report_format(HANDLER(csv_format_))), *this)); break; case 'e': if (is_eq(p, "equity")) return expr_t::op_t::wrap_functor (reporter (new format_equity(*this, report_format(HANDLER(print_format_))), *this)); else if (is_eq(p, "entry")) return WRAP_FUNCTOR(entry_command); else if (is_eq(p, "emacs")) return WRAP_FUNCTOR (reporter<>(new format_emacs_xacts(output_stream), *this)); break; case 'p': if (*(p + 1) == '\0' || is_eq(p, "print")) return WRAP_FUNCTOR (reporter<> (new format_xacts(*this, report_format(HANDLER(print_format_))), *this)); else if (is_eq(p, "prices")) return expr_t::op_t::wrap_functor (reporter (new format_xacts(*this, report_format(HANDLER(prices_format_))), *this)); else if (is_eq(p, "pricesdb")) return expr_t::op_t::wrap_functor (reporter (new format_xacts(*this, report_format(HANDLER(pricesdb_format_))), *this)); break; case 'r': if (*(p + 1) == '\0' || is_eq(p, "reg") || is_eq(p, "register")) return WRAP_FUNCTOR (reporter<> (new format_xacts(*this, report_format(HANDLER(register_format_))), *this)); else if (is_eq(p, "reload")) return MAKE_FUNCTOR(report_t::reload_command); break; case 's': if (is_eq(p, "stats") || is_eq(p, "stat")) return WRAP_FUNCTOR(reporter<>(new gather_statistics(*this), *this)); break; } } break; case 'd': if (is_eq(p, "display_amount")) return MAKE_FUNCTOR(report_t::fn_display_amount); else if (is_eq(p, "display_total")) return MAKE_FUNCTOR(report_t::fn_display_total); break; case 'f': if (is_eq(p, "format_date")) return MAKE_FUNCTOR(report_t::fn_format_date); break; case 'j': if (is_eq(p, "join")) return MAKE_FUNCTOR(report_t::fn_join); break; case 'm': if (is_eq(p, "market")) return MAKE_FUNCTOR(report_t::fn_market_value); break; case 'o': if (WANT_OPT()) { p += OPT_PREFIX_LEN; if (option_t * handler = lookup_option(p)) return MAKE_OPT_HANDLER(report_t, handler); } else if (is_eq(p, "options")) { return MAKE_FUNCTOR(report_t::fn_options); } break; case 'p': if (WANT_PRECMD()) { p += PRECMD_PREFIX_LEN; switch (*p) { case 'a': if (is_eq(p, "args")) return WRAP_FUNCTOR(args_command); break; case 'e': if (is_eq(p, "eval")) return WRAP_FUNCTOR(eval_command); break; case 'f': if (is_eq(p, "format")) return WRAP_FUNCTOR(format_command); break; case 'p': if (is_eq(p, "parse")) return WRAP_FUNCTOR(parse_command); else if (is_eq(p, "period")) return WRAP_FUNCTOR(period_command); break; case 't': if (is_eq(p, "template")) return WRAP_FUNCTOR(template_command); break; } } else if (is_eq(p, "print_balance")) return MAKE_FUNCTOR(report_t::fn_print_balance); break; case 'q': if (is_eq(p, "quoted")) return MAKE_FUNCTOR(report_t::fn_quoted); break; case 's': if (is_eq(p, "strip")) return MAKE_FUNCTOR(report_t::fn_strip); break; case 't': if (is_eq(p, "truncate")) return MAKE_FUNCTOR(report_t::fn_truncate); else if (is_eq(p, "total_expr")) return MAKE_FUNCTOR(report_t::fn_total_expr); break; case 'x': if (is_eq(p, "xact")) return MAKE_FUNCTOR(report_t::fn_false); break; } // Check if they are trying to access an option's setting or value. if (option_t * handler = lookup_option(p)) return MAKE_OPT_FUNCTOR(report_t, handler); return NULL; } } // namespace ledger