gnucash/src/engine/SchedXaction.h

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/**
 * @addtogroup Engine
 * @{ */
/**
   @addtogroup SchedXaction Scheduled/Periodic/Recurring Transactions

   Scheduled Transactions provide a framework for remembering
   information about a transactions that are set to occur in the 
   future, either once or periodically.
 @{ */
/**
 * @file SchedXaction.h
 * @brief Scheduled Transactions public handling routines.
 * @author Copyright (C) 2001 Joshua Sled <jsled@asynchronous.org>
*/

#ifndef XACC_SCHEDXACTION_H
#define XACC_SCHEDXACTION_H

typedef struct _SchedXactionClass SchedXactionClass;

#include <time.h>
#include <glib.h>
#include "qof.h"
#include "FreqSpec.h"
#include "Recurrence.h"
#include "gnc-engine.h"

/* --- type macros --- */
#define GNC_TYPE_SCHEDXACTION            (gnc_schedxaction_get_type ())
#define GNC_SCHEDXACTION(o)              \
     (G_TYPE_CHECK_INSTANCE_CAST ((o), GNC_TYPE_SCHEDXACTION, SchedXaction))
#define GNC_SCHEDXACTION_CLASS(k)        \
     (G_TYPE_CHECK_CLASS_CAST((k), GNC_TYPE_SCHEDXACTION, SchedXactionClass))
#define GNC_IS_SCHEDXACTION(o)           \
     (G_TYPE_CHECK_INSTANCE_TYPE ((o), GNC_TYPE_SCHEDXACTION))
#define GNC_IS_SCHEDXACTION_CLASS(k)     \
     (G_TYPE_CHECK_CLASS_TYPE ((k), GNC_TYPE_SCHEDXACTION))
#define GNC_SCHEDXACTION_GET_CLASS(o)    \
     (G_TYPE_INSTANCE_GET_CLASS ((o), GNC_TYPE_SCHEDXACTION, SchedXactionClass))
GType gnc_schedxaction_get_type(void);

#define GNC_IS_SX(obj)  GNC_IS_SCHEDXACTION(obj)
#define GNC_SX(obj)     GNC_SCHEDXACTION(obj)

typedef struct _SchedXaction SchedXaction;

/**
 * A single scheduled transaction.
 *
 * Scheduled transactions have a list of transactions, and a frequency
 * [and associated date anchors] with which they are scheduled.
 *
 * Things that make sense to have in a template transaction:
 *   [not] Date [though eventually some/multiple template transactions
 *               might have relative dates].
 *   Memo
 *   Account
 *   Funds In/Out... or an expr involving 'amt' [A, x, y, a?] for
 *     variable expenses.
 *
 * Template transactions are instantiated by:
 *  . copying the fields of the template
 *  . setting the date to the calculated "due" date.
 *
 * We should be able to use the GeneralLedger [or, yet-another-subtype
 * of the internal ledger] for this editing.
 **/
struct _SchedXaction
{
  QofInstance     inst;
  gchar           *name;

  GList           *schedule;
  FreqSpec        *freq;
  
  GDate           last_date;
  
  GDate           start_date;
  /* if end_date is invalid, then no end. */
  GDate           end_date;

  /* if num_occurances_total == 0, then no limit */
  gint            num_occurances_total;
  /* reminaing occurances are as-of the 'last_date'. */
  gint            num_occurances_remain;

  /* the current instance-count of the SX. */
  gint            instance_num;
  
  gboolean        enabled;
  gboolean        autoCreateOption;
  gboolean        autoCreateNotify;
  gint            advanceCreateDays;
  gint            advanceRemindDays;
 
  Account        *template_acct;
  
  /** The list of deferred SX instances.  This list is of temporalStateData
   * instances.  */
  GList /* <temporalStateData*> */ *deferredList;
};

struct _SchedXactionClass
{
  QofInstanceClass parent_class;
};

/** Just the variable temporal bits from the SX structure. */
typedef struct _temporalStateData {
  GDate last_date;
  gint num_occur_rem;
  gint num_inst;
} temporalStateData;

#define xaccSchedXactionSetGUID(X,G) qof_instance_set_guid(QOF_INSTANCE(X),(G))

/**
 * Creates and initializes a scheduled transaction.
*/
SchedXaction *xaccSchedXactionMalloc(QofBook *book);

void sx_set_template_account (SchedXaction *sx, Account *account);

/**
 * Cleans up and frees a SchedXaction and it's associated data.
*/
void xaccSchedXactionFree( SchedXaction *sx );

void gnc_sx_begin_edit (SchedXaction *sx);
void gnc_sx_commit_edit (SchedXaction *sx);

/** @return GList<Recurrence*> **/
GList* gnc_sx_get_schedule(const SchedXaction *sx);
/** @param[in] schedule A GList<Recurrence*> **/
void gnc_sx_set_schedule(SchedXaction *sx, GList *schedule);

FreqSpec *xaccSchedXactionGetFreqSpec( const SchedXaction *sx );
/**
 * The FreqSpec is given to the SchedXaction for mem mgmt; it should
 * not be freed by the external code.
*/
void xaccSchedXactionSetFreqSpec( SchedXaction *sx, FreqSpec *fs );

gchar *xaccSchedXactionGetName( const SchedXaction *sx );
/**
 * A copy of the name is made.
*/
void xaccSchedXactionSetName( SchedXaction *sx, const gchar *newName );

GDate* xaccSchedXactionGetStartDate( SchedXaction *sx );
void xaccSchedXactionSetStartDate( SchedXaction *sx, GDate* newStart );

int xaccSchedXactionHasEndDate( const SchedXaction *sx );
/**
 * Returns invalid date when there is no end-date specified.
*/
GDate* xaccSchedXactionGetEndDate( SchedXaction *sx );
/**
 * Set to an invalid GDate to turn off 'end-date' definition.
*/
void xaccSchedXactionSetEndDate( SchedXaction *sx, GDate* newEnd );

GDate* xaccSchedXactionGetLastOccurDate( SchedXaction *sx );
void xaccSchedXactionSetLastOccurDate( SchedXaction *sx, GDate* newLastOccur );

/**
 * Returns true if the scheduled transaction has a defined number of
 * occurances, false if not.
*/
gboolean xaccSchedXactionHasOccurDef( const SchedXaction *sx );
gint xaccSchedXactionGetNumOccur( const SchedXaction *sx );
/**
 * Set to '0' to turn off number-of-occurances definition.
*/
void xaccSchedXactionSetNumOccur( SchedXaction *sx, gint numNum );
gint xaccSchedXactionGetRemOccur( const SchedXaction *sx );
void xaccSchedXactionSetRemOccur( SchedXaction *sx, gint numRemain );

/** \brief Set the instance count.
 *
 *   This is incremented by one for every created
 * instance of the SX.  Returns the instance num of the SX unless stateData
 * is non-null, in which case it returns the instance num from the state
 * data.
 * @param sx The instance whose state should be retrieved.
 * @param stateData may be NULL.
*/
gint gnc_sx_get_instance_count( const SchedXaction *sx, void *stateData );
/**
 * Sets the instance count to something other than the default.  As the
 * default is the incorrect value '0', callers should DTRT here.
*/
void gnc_sx_set_instance_count( SchedXaction *sx, gint instanceNum );

GList *xaccSchedXactionGetSplits( const SchedXaction *sx );
void xaccSchedXactionSetSplits( SchedXaction *sx, GList *newSplits );

gboolean xaccSchedXactionGetEnabled( const SchedXaction *sx );
void xaccSchedXactionSetEnabled( SchedXaction *sx, gboolean newEnabled );

void xaccSchedXactionGetAutoCreate( const SchedXaction *sx,
                                    gboolean *outAutoCreate,
                                    gboolean *outNotify );
void xaccSchedXactionSetAutoCreate( SchedXaction *sx,
                                    gboolean newAutoCreate,
                                    gboolean newNotify );

gint xaccSchedXactionGetAdvanceCreation( const SchedXaction *sx );
void xaccSchedXactionSetAdvanceCreation( SchedXaction *sx, gint createDays );

gint xaccSchedXactionGetAdvanceReminder( const SchedXaction *sx );
void xaccSchedXactionSetAdvanceReminder( SchedXaction *sx, gint reminderDays );

/** \name Temporal state data.
 *
 * These functions allow us to opaquely save the entire temporal state of
 * ScheduledTransactions.  This is used by the "since-last-run" dialog to
 * store the initial state of SXes before modification ... if it later
 * becomes necessary to revert an entire set of changes, we can 'revert' the
 * SX without having to rollback all the individual state changes.
@{
*/
void *gnc_sx_create_temporal_state( SchedXaction *sx );
void gnc_sx_incr_temporal_state( SchedXaction *sx, void *stateData );
void gnc_sx_revert_to_temporal_state( SchedXaction *sx,
                                      void *stateData );
void gnc_sx_destroy_temporal_state( void *stateData );
/** \brief Allocates and returns a copy of the given temporal state.

 *   Destroy with gnc_sx_destroy_temporal_state(), as you'd expect.
*/
void *gnc_sx_clone_temporal_state( void *stateData );
/** @} */

/** \brief Returns the next occurance of a scheduled transaction.
 *
 *   If the transaction hasn't occured, then it's based off the start date.
 * Otherwise, it's based off the last-occurance date.
 *
 * If state data is NULL, the current value of the SX is used for
 * computation.  Otherwise, the values in the state data are used.  This
 * allows the caller to correctly create a set of instances into the future
 * for possible action without modifying the SX state until action is
 * actually taken.
*/
GDate xaccSchedXactionGetNextInstance( SchedXaction *sx, void *stateData );
GDate xaccSchedXactionGetInstanceAfter( SchedXaction *sx,
                                        GDate *date,
                                        void *stateData );

/** \brief Set the schedxaction's template transaction.

t_t_list is a glist of TTInfo's as defined in SX-ttinfo.h.
The edit dialog doesn't use this mechanism; maybe it should.
*/
void xaccSchedXactionSetTemplateTrans( SchedXaction *sx,
                                       GList *t_t_list,
                                       QofBook *book );

/** \brief Adds an instance to the deferred list of the SX.

Added instances are added in date-sorted order.
*/
void gnc_sx_add_defer_instance( SchedXaction *sx, void *deferStateData );

/** \brief Removes an instance from the deferred list.

If the instance is no longer useful; gnc_sx_destroy_temporal_state() it.
*/
void gnc_sx_remove_defer_instance( SchedXaction *sx, void *deferStateData );

/** \brief Returns the defer list from the SX.

 This is a date-sorted state-data instance list.
 The list should not be modified by the caller; use the
 gnc_sx_{add,remove}_defer_instance() functions to modify the list.
*/
GList *gnc_sx_get_defer_instances( SchedXaction *sx );

/* #defines for KvpFrame strings and QOF */
#define GNC_SX_ID                    "sched-xaction"
#define GNC_SX_ACCOUNT               "account"
#define GNC_SX_CREDIT_FORMULA        "credit-formula"
#define GNC_SX_DEBIT_FORMULA         "debit-formula"
#define GNC_SX_SHARES                "shares"
#define GNC_SX_AMOUNT                "amnt"
#define GNC_SX_FROM_SCHED_XACTION    "from-sched-xaction"
#define GNC_SX_FREQ_SPEC             "scheduled-frequency"
#define GNC_SX_NAME                  "sched-xname"
#define GNC_SX_START_DATE            "sched-start-date"
#define GNC_SX_LAST_DATE             "sched-last-date"
#define GNC_SX_NUM_OCCUR             "sx-total-number"
#define GNC_SX_REM_OCCUR             "sx-remaining-num"

/** \brief QOF registration. */
gboolean SXRegister (void);

/** \deprecated */
#define xaccSchedXactionIsDirty(X) qof_instance_is_dirty (QOF_INSTANCE(X))
/** \deprecated */
#define xaccSchedXactionGetGUID(X) qof_instance_get_guid(QOF_INSTANCE(X))
/** \deprecated */
#define xaccSchedXactionGetSlots(X) qof_instance_get_slots(QOF_INSTANCE(X))

/** \deprecated to be replaced with 'dirty' kvp's */
KvpValue *xaccSchedXactionGetSlot( const SchedXaction *sx, 
				    const char *slot );
/** \deprecated to be replaced with 'dirty' kvp's */
void xaccSchedXactionSetSlot( SchedXaction *sx, 
			      const char *slot,
			      const KvpValue *value );


#endif /* XACC_SCHEDXACTION_H */

/** @} */
/** @} */