clerk/internal/linter/rule_unbalanced_transaction.go (view raw)
| 1 | package linter |
| 2 | |
| 3 | import ( |
| 4 | "fmt" |
| 5 | |
| 6 | "olexsmir.xyz/clerk/internal/analyzer" |
| 7 | "olexsmir.xyz/clerk/internal/decimal" |
| 8 | "olexsmir.xyz/clerk/journal/ast" |
| 9 | "olexsmir.xyz/clerk/journal/token" |
| 10 | ) |
| 11 | |
| 12 | // UnbalancedTransaction flags transactions whose postings don't balance to zero. |
| 13 | type UnbalancedTransaction struct{} |
| 14 | |
| 15 | func (UnbalancedTransaction) ID() RuleID { return "unbalanced-transaction" } |
| 16 | func (UnbalancedTransaction) Severity() Severity { return SeverityError } |
| 17 | func (r *UnbalancedTransaction) CheckJournal(an *analyzer.Analysis) []Find { |
| 18 | var finds []Find |
| 19 | for _, txn := range an.Transactions { |
| 20 | finds = append(finds, r.check(txn.Postings, txn.Span)...) |
| 21 | } |
| 22 | for _, ptx := range an.PeriodicTransactions { |
| 23 | finds = append(finds, r.check(ptx.Postings, ptx.Span)...) |
| 24 | } |
| 25 | for _, atx := range an.AutomatedTransactions { |
| 26 | finds = append(finds, r.check(atx.Postings, atx.Span)...) |
| 27 | } |
| 28 | return finds |
| 29 | } |
| 30 | |
| 31 | func (r *UnbalancedTransaction) check(postings []*ast.Posting, span token.Span) []Find { |
| 32 | var hasExpr, hasCost bool |
| 33 | var realPostings []*ast.Posting |
| 34 | autoBalancingPostings := 0 |
| 35 | |
| 36 | for _, posting := range postings { |
| 37 | if posting.Type != ast.PostingReal { |
| 38 | continue |
| 39 | } |
| 40 | realPostings = append(realPostings, posting) |
| 41 | if posting.Amount == nil { |
| 42 | autoBalancingPostings++ |
| 43 | } else { |
| 44 | if posting.Amount.IsExpr { |
| 45 | hasExpr = true |
| 46 | } |
| 47 | if posting.Cost != nil { |
| 48 | hasCost = true |
| 49 | } |
| 50 | } |
| 51 | } |
| 52 | |
| 53 | if len(realPostings) == 0 || |
| 54 | autoBalancingPostings == 1 || |
| 55 | autoBalancingPostings > 1 || |
| 56 | hasExpr || hasCost { |
| 57 | return nil |
| 58 | } |
| 59 | |
| 60 | sums := make(map[string]decimal.Decimal) |
| 61 | for _, posting := range realPostings { |
| 62 | if posting.Amount == nil { |
| 63 | continue |
| 64 | } |
| 65 | sums[posting.Amount.Commodity] = sums[posting.Amount.Commodity].Add(posting.Amount.Quantity) |
| 66 | } |
| 67 | |
| 68 | var finds []Find |
| 69 | for commodity, sum := range sums { |
| 70 | if !sum.IsZero() { |
| 71 | var msg string |
| 72 | if commodity != "" { |
| 73 | msg = fmt.Sprintf("transaction is unbalanced; %s balance is %s", commodity, sum.String()) |
| 74 | } else { |
| 75 | msg = fmt.Sprintf("transaction is unbalanced; net balance is %s", sum.String()) |
| 76 | } |
| 77 | finds = append(finds, Find{ |
| 78 | Code: r.ID(), |
| 79 | Severity: r.Severity(), |
| 80 | Span: span, |
| 81 | Message: msg, |
| 82 | }) |
| 83 | } |
| 84 | } |
| 85 | return finds |
| 86 | } |