rustledger-loader 0.16.0

Beancount file loader with include resolution and options parsing
Documentation
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//! Binary cache for parsed ledgers.
//!
//! This module provides a caching layer that can dramatically speed up
//! subsequent loads of unchanged beancount files by serializing the parsed
//! directives to a binary format using rkyv.
//!
//! # How it works
//!
//! 1. When loading a file, compute a hash of all source files
//! 2. Check if a cache file exists with a matching hash
//! 3. If yes, deserialize and return immediately (typically <1ms)
//! 4. If no, parse normally, serialize to cache, and return
//!
//! # Cache location
//!
//! By default, cache files are stored alongside the main ledger as a hidden
//! dotfile: `ledger.beancount` → `.ledger.beancount.cache`. This matches Python
//! beancount's `.{filename}.picklecache` convention.
//!
//! Two environment variables control the location, both compatible with
//! Python beancount and honored at the loader level (so any consumer of
//! [`load_cache_entry`] / [`save_cache_entry`] gets the kill switch for free):
//!
//! - `BEANCOUNT_DISABLE_LOAD_CACHE`: when set (even to an empty value),
//!   [`load_cache_entry`] returns `None` and [`save_cache_entry`] is a no-op.
//! - `BEANCOUNT_LOAD_CACHE_FILENAME`: a path pattern that may contain
//!   `{filename}` (replaced with the source basename). Relative paths resolve
//!   against the source directory; absolute paths are used as-is. If the
//!   target directory doesn't exist, [`save_cache_entry`] creates it.

use crate::Options;
use blake3::Hasher;
use rust_decimal::Decimal;
use rustledger_core::Directive;
use rustledger_parser::Spanned;
use std::fs;
use std::io::{Read, Write};
use std::path::{Path, PathBuf};
use std::str::FromStr;

/// Cached plugin information.
#[derive(Debug, Clone, rkyv::Archive, rkyv::Serialize, rkyv::Deserialize)]
pub struct CachedPlugin {
    /// Plugin module name.
    pub name: String,
    /// Optional configuration string.
    pub config: Option<String>,
    /// Whether the `python:` prefix was used to force Python execution.
    pub force_python: bool,
}

/// Cached options - a serializable subset of Options.
///
/// Excludes transient parsing-time fields like `warnings`, but DOES
/// persist `set_options`: it is load-bearing downstream, because
/// `resolve_effective_booking_method` gates on
/// `set_options.contains("booking_method")` to decide whether the
/// file-level `option "booking_method"` wins over the API default.
/// Dropping it across the cache round-trip silently re-books FIFO/LIFO
/// ledgers as STRICT on a cache hit (#1340).
/// These fields mirror the Options struct and inherit their meaning.
#[derive(Debug, Clone, rkyv::Archive, rkyv::Serialize, rkyv::Deserialize)]
#[allow(missing_docs)]
pub struct CachedOptions {
    pub title: Option<String>,
    pub filename: Option<String>,
    pub operating_currency: Vec<String>,
    pub name_assets: String,
    pub name_liabilities: String,
    pub name_equity: String,
    pub name_income: String,
    pub name_expenses: String,
    pub account_rounding: Option<String>,
    pub account_previous_balances: String,
    pub account_previous_earnings: String,
    pub account_previous_conversions: String,
    pub account_current_earnings: String,
    pub account_current_conversions: Option<String>,
    pub account_unrealized_gains: Option<String>,
    pub conversion_currency: Option<String>,
    /// Stored as (currency, `tolerance_string`) pairs since Decimal needs special handling
    pub inferred_tolerance_default: Vec<(String, String)>,
    pub inferred_tolerance_multiplier: String,
    pub infer_tolerance_from_cost: bool,
    pub use_legacy_fixed_tolerances: bool,
    pub experiment_explicit_tolerances: bool,
    pub booking_method: String,
    pub render_commas: bool,
    pub allow_pipe_separator: bool,
    pub long_string_maxlines: u32,
    pub documents: Vec<String>,
    pub custom: Vec<(String, String)>,
    /// Names of options the source explicitly set (e.g.
    /// `"booking_method"`). Restored so downstream resolution that
    /// distinguishes "file set this" from "inherited default" behaves
    /// identically on a cache hit. See the struct-level note (#1340).
    pub set_options: Vec<String>,
}

impl From<&Options> for CachedOptions {
    fn from(opts: &Options) -> Self {
        Self {
            title: opts.title.clone(),
            filename: opts.filename.clone(),
            operating_currency: opts.operating_currency.clone(),
            name_assets: opts.name_assets.clone(),
            name_liabilities: opts.name_liabilities.clone(),
            name_equity: opts.name_equity.clone(),
            name_income: opts.name_income.clone(),
            name_expenses: opts.name_expenses.clone(),
            account_rounding: opts.account_rounding.clone(),
            account_previous_balances: opts.account_previous_balances.clone(),
            account_previous_earnings: opts.account_previous_earnings.clone(),
            account_previous_conversions: opts.account_previous_conversions.clone(),
            account_current_earnings: opts.account_current_earnings.clone(),
            account_current_conversions: opts.account_current_conversions.clone(),
            account_unrealized_gains: opts.account_unrealized_gains.clone(),
            conversion_currency: opts.conversion_currency.clone(),
            inferred_tolerance_default: opts
                .inferred_tolerance_default
                .iter()
                .map(|(k, v)| (k.clone(), v.to_string()))
                .collect(),
            inferred_tolerance_multiplier: opts.inferred_tolerance_multiplier.to_string(),
            infer_tolerance_from_cost: opts.infer_tolerance_from_cost,
            use_legacy_fixed_tolerances: opts.use_legacy_fixed_tolerances,
            experiment_explicit_tolerances: opts.experiment_explicit_tolerances,
            booking_method: opts.booking_method.clone(),
            render_commas: opts.render_commas,
            allow_pipe_separator: opts.allow_pipe_separator,
            long_string_maxlines: opts.long_string_maxlines,
            documents: opts.documents.clone(),
            custom: opts
                .custom
                .iter()
                .map(|(k, v)| (k.clone(), v.clone()))
                .collect(),
            set_options: opts.set_options.iter().cloned().collect(),
        }
    }
}

impl From<CachedOptions> for Options {
    fn from(cached: CachedOptions) -> Self {
        let mut opts = Self::new();
        opts.title = cached.title;
        opts.filename = cached.filename;
        opts.operating_currency = cached.operating_currency;
        opts.name_assets = cached.name_assets;
        opts.name_liabilities = cached.name_liabilities;
        opts.name_equity = cached.name_equity;
        opts.name_income = cached.name_income;
        opts.name_expenses = cached.name_expenses;
        opts.account_rounding = cached.account_rounding;
        opts.account_previous_balances = cached.account_previous_balances;
        opts.account_previous_earnings = cached.account_previous_earnings;
        opts.account_previous_conversions = cached.account_previous_conversions;
        opts.account_current_earnings = cached.account_current_earnings;
        opts.account_current_conversions = cached.account_current_conversions;
        opts.account_unrealized_gains = cached.account_unrealized_gains;
        opts.conversion_currency = cached.conversion_currency;
        opts.inferred_tolerance_default = cached
            .inferred_tolerance_default
            .into_iter()
            .filter_map(|(k, v)| Decimal::from_str(&v).ok().map(|d| (k, d)))
            .collect();
        opts.inferred_tolerance_multiplier =
            Decimal::from_str(&cached.inferred_tolerance_multiplier)
                .unwrap_or_else(|_| Decimal::new(5, 1));
        opts.infer_tolerance_from_cost = cached.infer_tolerance_from_cost;
        opts.use_legacy_fixed_tolerances = cached.use_legacy_fixed_tolerances;
        opts.experiment_explicit_tolerances = cached.experiment_explicit_tolerances;
        opts.booking_method = cached.booking_method;
        opts.render_commas = cached.render_commas;
        opts.allow_pipe_separator = cached.allow_pipe_separator;
        opts.long_string_maxlines = cached.long_string_maxlines;
        opts.documents = cached.documents;
        opts.custom = cached.custom.into_iter().collect();
        opts.set_options = cached.set_options.into_iter().collect();
        opts
    }
}

/// Complete cache entry containing all data needed to restore a `LoadResult`.
#[derive(Debug, Clone, rkyv::Archive, rkyv::Serialize, rkyv::Deserialize)]
pub struct CacheEntry {
    /// All parsed directives.
    pub directives: Vec<Spanned<Directive>>,
    /// Parsed options.
    pub options: CachedOptions,
    /// Plugin declarations.
    pub plugins: Vec<CachedPlugin>,
    /// All files that were loaded (as strings, for serialization).
    pub files: Vec<String>,
}

impl CacheEntry {
    /// Get files as `PathBuf` references.
    pub fn file_paths(&self) -> Vec<PathBuf> {
        self.files.iter().map(PathBuf::from).collect()
    }

    /// Reconstruct a [`LoadResult`](crate::LoadResult) equivalent to a
    /// fresh parse of the cached source.
    ///
    /// Re-reads each cached source file for the source map (so error
    /// reporting still has text), converts the cached plugin
    /// declarations back (their span / `file_id` are not meaningful
    /// from cache), and — crucially — rebuilds the display context from
    /// the cached directives + options via the same inference a fresh
    /// load uses, so a cache-hit `LoadResult` formats numbers
    /// identically to an uncached one. Reconstructing it as an empty
    /// `DisplayContext` (as the per-command CLI code used to) would
    /// silently change per-currency display precision for any consumer
    /// that reads it.
    ///
    /// `errors` is empty by construction: the cache is only written for
    /// error-free, warning-free loads.
    ///
    /// Strings are NOT re-interned here; a caller that wants the memory
    /// dedup should call [`crate::reintern_directives`] on
    /// `self.directives` first (it needs `&mut`).
    #[must_use]
    pub fn into_load_result(self) -> crate::LoadResult {
        let mut source_map = crate::SourceMap::new();
        for path in self.file_paths() {
            // Read bytes + lossy UTF-8 to match `DiskFileSystem::read`
            // (the uncached loader path). `read_to_string` would error
            // and silently skip a non-UTF8 source file, leaving the
            // cache-hit source map missing text the uncached run has -
            // an error-reporting parity gap.
            if let Ok(bytes) = fs::read(&path) {
                let content = String::from_utf8_lossy(&bytes).into_owned();
                source_map.add_file(path, content.into());
            }
        }

        let plugins: Vec<crate::Plugin> = self
            .plugins
            .iter()
            .map(|p| crate::Plugin {
                name: p.name.clone(),
                config: p.config.clone(),
                span: rustledger_parser::Span::ZERO,
                file_id: 0,
                force_python: p.force_python,
            })
            .collect();

        let options: Options = self.options.into();
        let display_context = crate::build_display_context(&self.directives, &options);

        crate::LoadResult {
            directives: self.directives,
            options,
            plugins,
            source_map,
            errors: Vec::new(),
            display_context,
        }
    }
}

/// Magic bytes to identify cache files.
const CACHE_MAGIC: &[u8; 8] = b"RLEDGER\0";

/// Cache version - increment when format changes.
/// v1: Initial release with string-based Decimal/NaiveDate
/// v2: Binary Decimal (16 bytes) and `NaiveDate` (i32 days)
/// v3: Fixed account type defaults in `CachedOptions`
/// v4: Hash algorithm switched from SHA-256 to BLAKE3 — same 32-byte
///     output so the header layout is unchanged, but old hashes won't
///     match new files. Bumping the version short-circuits stale
///     caches at the header check instead of paying the rkyv
///     deserialize cost only to fail the hash compare.
/// v5: `Transaction.postings: Vec<Posting>` became
///     `Vec<Spanned<Posting>>` (#1151). The inner posting bytes
///     gained a `Span + file_id` per entry, so old cache files
///     would rkyv-deserialize into the new type as junk. Header
///     check forces a rebuild instead.
/// v6: The #1163 newtype slices (#1169 `Currency`, #1171 `Account`,
///     #1172 `Tag`, #1173 `Link`, #1174 `MetaValue`) swapped variant
///     payload types from `InternedStr`/`String` to typed newtypes.
///     The archived layout coincidentally matches `AsInternedStr`
///     in most cases, but `MetaValue::{Account,Currency,Tag,Link}`
///     and `Transaction.tags`/`links` (plus the parallel `Document`
///     fields) changed their archive wrappers. Bumping the version
///     forces regeneration so we don't risk rkyv reading old bytes
///     into a structurally-different `ArchivedMetaValue`.
/// v7: `PriceAnnotation` refactored from 6-variant enum to
///     `{ kind: PriceKind, amount: Option<IncompleteAmount> }`
///     (#1167). Old cache bytes for the enum's discriminant would
///     deserialize as nonsense in the new struct layout.
/// v8: `CostSpec.{number_per,number_total}: Option<Decimal>` collapsed
///     into `CostSpec.number: Option<CostNumber>` where `CostNumber` is
///     a 3-variant enum (`PerUnit`, `Total`, `PerUnitFromTotal`)
///     (#1164). The archived layout is structurally different
///     (Option<Decimal> + Option<Decimal> → Option<discriminant +
///     payload>); reading v7 bytes into the v8 layout would produce
///     garbage cost numbers. Bumping forces regeneration.
///     Subsequent #1164 follow-up commits converted `CostNumber`'s
///     variants from tuple form (`PerUnit(Decimal)`) to struct form
///     (`PerUnit { value: Decimal }`) so serde could apply
///     `tag = "kind"` for cross-boundary wire unification. The rkyv-
///     archived layout for a single-field struct variant is byte-
///     identical to the tuple variant (both pack `Archived<Decimal>`
///     positionally) — verified against rkyv 0.8.16 — so this change
///     does NOT require a separate version bump. If a future rkyv
///     version changes that encoding, OR if `CostNumber` gains
///     additional fields, bump to v10.
/// v9: `CachedOptions` gained a `set_options: Vec<String>` field
///     (#1340). It was previously dropped, so a cache hit lost the
///     record of which options the file explicitly set — making
///     `resolve_effective_booking_method` re-book FIFO/LIFO ledgers as
///     STRICT. The new trailing field changes the archived layout, so
///     old bytes must be regenerated.
const CACHE_VERSION: u32 = 9;

/// Cache header stored at the start of cache files.
#[derive(Debug, Clone)]
struct CacheHeader {
    /// Magic bytes for identification.
    magic: [u8; 8],
    /// Cache format version.
    version: u32,
    /// BLAKE3 hash of source files (path + mtime + size).
    hash: [u8; 32],
    /// Length of the serialized data.
    data_len: u64,
}

impl CacheHeader {
    const SIZE: usize = 8 + 4 + 32 + 8;

    fn to_bytes(&self) -> [u8; Self::SIZE] {
        let mut buf = [0u8; Self::SIZE];
        buf[0..8].copy_from_slice(&self.magic);
        buf[8..12].copy_from_slice(&self.version.to_le_bytes());
        buf[12..44].copy_from_slice(&self.hash);
        buf[44..52].copy_from_slice(&self.data_len.to_le_bytes());
        buf
    }

    fn from_bytes(bytes: &[u8]) -> Option<Self> {
        if bytes.len() < Self::SIZE {
            return None;
        }

        let mut magic = [0u8; 8];
        magic.copy_from_slice(&bytes[0..8]);

        let version = u32::from_le_bytes(bytes[8..12].try_into().ok()?);

        let mut hash = [0u8; 32];
        hash.copy_from_slice(&bytes[12..44]);

        let data_len = u64::from_le_bytes(bytes[44..52].try_into().ok()?);

        Some(Self {
            magic,
            version,
            hash,
            data_len,
        })
    }
}

/// Compute a hash of the given files and their modification times.
///
/// Files whose metadata cannot be read (e.g., deleted between load and cache)
/// contribute only their path to the hash. This is intentional — the resulting
/// hash mismatch will cause a cache miss on next load.
fn compute_hash(files: &[&Path]) -> [u8; 32] {
    let mut hasher = Hasher::new();

    for file in files {
        // Hash the file path
        hasher.update(file.to_string_lossy().as_bytes());

        // Hash the modification time (skip silently if inaccessible)
        if let Ok(metadata) = fs::metadata(file) {
            if let Ok(mtime) = metadata.modified()
                && let Ok(duration) = mtime.duration_since(std::time::UNIX_EPOCH)
            {
                hasher.update(&duration.as_secs().to_le_bytes());
                hasher.update(&duration.subsec_nanos().to_le_bytes());
            }
            // Hash the file size
            hasher.update(&metadata.len().to_le_bytes());
        }
    }

    *hasher.finalize().as_bytes()
}

/// Environment variable that overrides the default cache filename pattern.
///
/// The value is a path that may contain `{filename}` as a placeholder for the
/// source file's basename. Relative paths are resolved against the source
/// file's directory; absolute paths are used as-is. Mirrors Python beancount's
/// `BEANCOUNT_LOAD_CACHE_FILENAME`.
pub const CACHE_FILENAME_ENV: &str = "BEANCOUNT_LOAD_CACHE_FILENAME";

/// Environment variable that disables the binary cache entirely when set.
///
/// Mirrors Python beancount's `BEANCOUNT_DISABLE_LOAD_CACHE`.
pub const DISABLE_CACHE_ENV: &str = "BEANCOUNT_DISABLE_LOAD_CACHE";

/// Returns the cache file path for a given source file.
///
/// Resolution order:
/// 1. If `BEANCOUNT_LOAD_CACHE_FILENAME` is set, substitute `{filename}` with
///    the source basename and resolve relative paths against the source dir.
/// 2. Otherwise, default to a hidden dotfile alongside the source via
///    [`default_cache_path`]: `path/to/main.beancount` →
///    `path/to/.main.beancount.cache`.
///
/// The dotfile prefix matches Python beancount's `.{filename}.picklecache`
/// convention, so the cache stays out of the way of `ls` and most file
/// explorers without breaking from the established beancount ecosystem
/// behavior. See issue #939.
///
/// This function reads process env. Tests that need a deterministic path
/// regardless of the caller's environment should use [`default_cache_path`]
/// directly.
pub fn cache_path(source: &Path) -> PathBuf {
    if let Ok(pattern) = std::env::var(CACHE_FILENAME_ENV)
        && !pattern.is_empty()
    {
        return resolve_cache_pattern(source, &pattern);
    }
    default_cache_path(source)
}

/// Returns the default cache file path (no env-var lookup).
///
/// Use this when you need a path that is independent of process env, e.g.
/// in tests that mustn't be perturbed by a developer's
/// `BEANCOUNT_LOAD_CACHE_FILENAME`.
#[must_use]
pub fn default_cache_path(source: &Path) -> PathBuf {
    let mut path = source.to_path_buf();
    let name = path.file_name().map_or_else(
        || ".ledger.cache".to_string(),
        |n| format!(".{}.cache", n.to_string_lossy()),
    );
    path.set_file_name(name);
    path
}

/// Resolve a `BEANCOUNT_LOAD_CACHE_FILENAME` pattern against a source path.
///
/// The `"{filename}"` token below is a literal user-facing substitution
/// placeholder (matching Python beancount), not a `format!` argument — hence
/// the explicit allow.
#[allow(clippy::literal_string_with_formatting_args)]
fn resolve_cache_pattern(source: &Path, pattern: &str) -> PathBuf {
    let filename = source.file_name().map_or_else(
        || "ledger".to_string(),
        |n| n.to_string_lossy().into_owned(),
    );
    let resolved = pattern.replace("{filename}", &filename);
    let p = PathBuf::from(&resolved);
    if p.is_absolute() {
        return p;
    }
    source.parent().map_or(p.clone(), |parent| parent.join(&p))
}

/// Returns the legacy (pre-#939) cache path: `<source>.cache` alongside source.
///
/// Used by `save_cache_entry` to opportunistically clean up stale cache files
/// from earlier rustledger versions. Not part of the lookup path.
fn legacy_cache_path(source: &Path) -> PathBuf {
    let mut path = source.to_path_buf();
    let name = path.file_name().map_or_else(
        || "ledger.cache".to_string(),
        |n| format!("{}.cache", n.to_string_lossy()),
    );
    path.set_file_name(name);
    path
}

/// Returns true if `BEANCOUNT_DISABLE_LOAD_CACHE` is set in the environment.
///
/// Mere presence disables — value is ignored, including empty string. Matches
/// Python beancount's `os.getenv("BEANCOUNT_DISABLE_LOAD_CACHE") is None`
/// check.
#[must_use]
pub fn cache_disabled_by_env() -> bool {
    std::env::var_os(DISABLE_CACHE_ENV).is_some()
}

/// Try to load a cache entry from disk.
///
/// Returns `Some(CacheEntry)` if cache is valid and file hashes match,
/// `None` if cache is missing, invalid, outdated, or
/// `BEANCOUNT_DISABLE_LOAD_CACHE` is set.
pub fn load_cache_entry(main_file: &Path) -> Option<CacheEntry> {
    if cache_disabled_by_env() {
        return None;
    }
    let cache_file = cache_path(main_file);
    let mut file = fs::File::open(&cache_file).ok()?;

    // Read header
    let mut header_bytes = [0u8; CacheHeader::SIZE];
    file.read_exact(&mut header_bytes).ok()?;
    let header = CacheHeader::from_bytes(&header_bytes)?;

    // Validate magic and version
    if header.magic != *CACHE_MAGIC {
        return None;
    }
    if header.version != CACHE_VERSION {
        return None;
    }

    // Read data
    let mut data = vec![0u8; header.data_len as usize];
    file.read_exact(&mut data).ok()?;

    // Deserialize
    let entry: CacheEntry = rkyv::from_bytes::<CacheEntry, rkyv::rancor::Error>(&data).ok()?;

    // Validate hash against the files stored in the cache
    let file_paths = entry.file_paths();
    let file_refs: Vec<&Path> = file_paths.iter().map(PathBuf::as_path).collect();
    let expected_hash = compute_hash(&file_refs);
    if header.hash != expected_hash {
        return None;
    }

    Some(entry)
}

/// Save a cache entry to disk.
///
/// No-op (returns Ok) when `BEANCOUNT_DISABLE_LOAD_CACHE` is set.
pub fn save_cache_entry(main_file: &Path, entry: &CacheEntry) -> Result<(), std::io::Error> {
    if cache_disabled_by_env() {
        return Ok(());
    }
    let cache_file = cache_path(main_file);

    // Compute hash from the files in the entry
    let file_paths = entry.file_paths();
    let file_refs: Vec<&Path> = file_paths.iter().map(PathBuf::as_path).collect();
    let hash = compute_hash(&file_refs);

    // Serialize
    let data = rkyv::to_bytes::<rkyv::rancor::Error>(entry)
        .map(|v| v.to_vec())
        .map_err(|e| std::io::Error::other(e.to_string()))?;

    // Write header + data
    let header = CacheHeader {
        magic: *CACHE_MAGIC,
        version: CACHE_VERSION,
        hash,
        data_len: data.len() as u64,
    };

    // Custom BEANCOUNT_LOAD_CACHE_FILENAME patterns can point at a directory
    // that doesn't exist yet (e.g. ~/.cache/rledger/foo.cache on a fresh
    // install). Create the parent eagerly so caching isn't silently disabled.
    if let Some(parent) = cache_file.parent()
        && !parent.as_os_str().is_empty()
    {
        fs::create_dir_all(parent)?;
    }

    let mut file = fs::File::create(&cache_file)?;
    file.write_all(&header.to_bytes())?;
    file.write_all(&data)?;

    // One-shot cleanup of pre-#939 visible cache files. Only attempt when the
    // legacy path differs from the new path (i.e., we're not using a custom
    // pattern that happens to land on the old name) and silently ignore
    // failures — leaving the file is harmless, just untidy.
    let legacy = legacy_cache_path(main_file);
    if legacy != cache_file && legacy.exists() {
        let _ = fs::remove_file(&legacy);
    }

    Ok(())
}

/// Serialize directives to bytes using rkyv (for benchmarking).
#[cfg(test)]
fn serialize_directives(directives: &Vec<Spanned<Directive>>) -> Result<Vec<u8>, std::io::Error> {
    rkyv::to_bytes::<rkyv::rancor::Error>(directives)
        .map(|v| v.to_vec())
        .map_err(|e| std::io::Error::other(e.to_string()))
}

/// Deserialize directives from bytes using rkyv (for benchmarking).
#[cfg(test)]
fn deserialize_directives(data: &[u8]) -> Option<Vec<Spanned<Directive>>> {
    rkyv::from_bytes::<Vec<Spanned<Directive>>, rkyv::rancor::Error>(data).ok()
}

/// Invalidate the cache for a file.
///
/// Removes both the current cache file and any legacy pre-#939
/// `<file>.cache` sidecar so a subsequent load can't pick up stale data.
pub fn invalidate_cache(main_file: &Path) {
    let cache_file = cache_path(main_file);
    let _ = fs::remove_file(&cache_file);

    let legacy = legacy_cache_path(main_file);
    if legacy != cache_file {
        let _ = fs::remove_file(&legacy);
    }
}

#[cfg(test)]
mod tests {
    use super::*;
    use crate::dedup::reintern_directives;
    use rust_decimal_macros::dec;
    use rustledger_core::{Amount, Posting, Transaction};
    use rustledger_parser::Span;

    #[test]
    fn test_cache_header_roundtrip() {
        let header = CacheHeader {
            magic: *CACHE_MAGIC,
            version: CACHE_VERSION,
            hash: [42u8; 32],
            data_len: 12345,
        };

        let bytes = header.to_bytes();
        let parsed = CacheHeader::from_bytes(&bytes).unwrap();

        assert_eq!(parsed.magic, header.magic);
        assert_eq!(parsed.version, header.version);
        assert_eq!(parsed.hash, header.hash);
        assert_eq!(parsed.data_len, header.data_len);
    }

    #[test]
    fn test_compute_hash_deterministic() {
        let files: Vec<&Path> = vec![];
        let hash1 = compute_hash(&files);
        let hash2 = compute_hash(&files);
        assert_eq!(hash1, hash2);
    }

    #[test]
    fn test_serialize_deserialize_roundtrip() {
        let date = rustledger_core::naive_date(2024, 1, 15).unwrap();

        let txn = Transaction::new(date, "Test transaction")
            .with_payee("Test Payee")
            .with_synthesized_posting(Posting::new(
                "Expenses:Test",
                Amount::new(dec!(100.00), "USD"),
            ))
            .with_synthesized_posting(Posting::auto("Assets:Checking"));

        let directives = vec![Spanned::new(Directive::Transaction(txn), Span::new(0, 100))];

        // Serialize
        let serialized = serialize_directives(&directives).expect("serialization failed");

        // Deserialize
        let deserialized = deserialize_directives(&serialized).expect("deserialization failed");

        // Verify roundtrip
        assert_eq!(directives.len(), deserialized.len());
        let orig_txn = directives[0].value.as_transaction().unwrap();
        let deser_txn = deserialized[0].value.as_transaction().unwrap();

        assert_eq!(orig_txn.date, deser_txn.date);
        assert_eq!(orig_txn.payee, deser_txn.payee);
        assert_eq!(orig_txn.narration, deser_txn.narration);
        assert_eq!(orig_txn.postings.len(), deser_txn.postings.len());

        // Check first posting
        assert_eq!(orig_txn.postings[0].account, deser_txn.postings[0].account);
        assert_eq!(orig_txn.postings[0].units, deser_txn.postings[0].units);
    }

    #[test]
    #[ignore = "manual benchmark - run with: cargo test -p rustledger-loader --release -- --ignored --nocapture"]
    fn bench_cache_performance() {
        // Generate test directives
        let date = rustledger_core::naive_date(2024, 1, 15).unwrap();
        let mut directives = Vec::with_capacity(10000);

        for i in 0..10000 {
            let txn = Transaction::new(date, format!("Transaction {i}"))
                .with_payee("Store")
                .with_synthesized_posting(Posting::new(
                    "Expenses:Food",
                    Amount::new(dec!(25.00), "USD"),
                ))
                .with_synthesized_posting(Posting::auto("Assets:Checking"));

            directives.push(Spanned::new(Directive::Transaction(txn), Span::new(0, 100)));
        }

        println!("\n=== Cache Benchmark (10,000 directives) ===");

        // Benchmark serialization
        let start = std::time::Instant::now();
        let serialized = serialize_directives(&directives).unwrap();
        let serialize_time = start.elapsed();
        println!(
            "Serialize: {:?} ({:.2} MB)",
            serialize_time,
            serialized.len() as f64 / 1_000_000.0
        );

        // Benchmark deserialization
        let start = std::time::Instant::now();
        let deserialized = deserialize_directives(&serialized).unwrap();
        let deserialize_time = start.elapsed();
        println!("Deserialize: {deserialize_time:?}");

        assert_eq!(directives.len(), deserialized.len());

        println!(
            "\nSpeedup potential: If parsing takes 100ms, cache load would be {:.1}x faster",
            100.0 / deserialize_time.as_millis() as f64
        );
    }

    // Note: end-to-end coverage of `cache_path()` (including the
    // `BEANCOUNT_LOAD_CACHE_FILENAME` env var) lives in
    // `tests/cache_env_var_test.rs`, which can mutate process env without
    // tripping the crate's `forbid(unsafe_code)`. The tests below cover the
    // pure pattern-resolution logic and the legacy-path helper.

    /// Fail fast if a developer has set the cache env vars locally — the
    /// roundtrip tests in this module call `save_cache_entry`/`invalidate_cache`
    /// which read process env, and a custom pattern would silently redirect
    /// writes elsewhere (or fail in surprising ways). CI runs with a clean env.
    fn assert_clean_cache_env() {
        for var in [CACHE_FILENAME_ENV, DISABLE_CACHE_ENV] {
            assert!(
                std::env::var_os(var).is_none(),
                "unset {var} before running this test"
            );
        }
    }

    #[test]
    fn test_resolve_cache_pattern_relative_with_substitution() {
        let source = Path::new("/home/user/finances/main.beancount");
        let resolved = resolve_cache_pattern(source, ".cache/{filename}.bin");
        assert_eq!(
            resolved,
            Path::new("/home/user/finances/.cache/main.beancount.bin")
        );
    }

    #[test]
    fn test_resolve_cache_pattern_absolute() {
        let source = Path::new("/home/user/main.beancount");
        let resolved = resolve_cache_pattern(source, "/var/cache/rledger/{filename}.cache");
        assert_eq!(
            resolved,
            Path::new("/var/cache/rledger/main.beancount.cache")
        );
    }

    #[test]
    fn test_resolve_cache_pattern_no_substitution() {
        // Pattern without {filename} is used verbatim.
        let source = Path::new("/home/user/main.beancount");
        let resolved = resolve_cache_pattern(source, "fixed.cache");
        assert_eq!(resolved, Path::new("/home/user/fixed.cache"));
    }

    #[test]
    fn test_legacy_cache_path() {
        let source = Path::new("/tmp/ledger.beancount");
        assert_eq!(
            legacy_cache_path(source),
            Path::new("/tmp/ledger.beancount.cache")
        );
    }

    #[test]
    fn test_save_load_cache_entry_roundtrip() {
        use std::io::Write;

        assert_clean_cache_env();

        // Create a temp directory
        let temp_dir = std::env::temp_dir().join("rustledger_cache_test");
        let _ = fs::create_dir_all(&temp_dir);

        // Create a temp beancount file
        let beancount_file = temp_dir.join("test.beancount");
        let mut f = fs::File::create(&beancount_file).unwrap();
        writeln!(f, "2024-01-01 open Assets:Test").unwrap();
        drop(f);

        // Create a cache entry
        let date = rustledger_core::naive_date(2024, 1, 15).unwrap();
        let txn =
            Transaction::new(date, "Test").with_synthesized_posting(Posting::auto("Assets:Test"));
        let directives = vec![Spanned::new(Directive::Transaction(txn), Span::new(0, 50))];

        let entry = CacheEntry {
            directives,
            options: CachedOptions::from(&Options::new()),
            plugins: vec![CachedPlugin {
                name: "test_plugin".to_string(),
                config: Some("config".to_string()),
                force_python: false,
            }],
            files: vec![beancount_file.to_string_lossy().to_string()],
        };

        // Save cache
        save_cache_entry(&beancount_file, &entry).expect("save failed");

        // Load cache
        let loaded = load_cache_entry(&beancount_file).expect("load failed");

        // Verify
        assert_eq!(loaded.directives.len(), entry.directives.len());
        assert_eq!(loaded.plugins.len(), 1);
        assert_eq!(loaded.plugins[0].name, "test_plugin");
        assert_eq!(loaded.plugins[0].config, Some("config".to_string()));
        assert_eq!(loaded.files.len(), 1);

        // Cleanup
        let _ = fs::remove_file(&beancount_file);
        let _ = fs::remove_file(cache_path(&beancount_file));
        let _ = fs::remove_dir(&temp_dir);
    }

    #[test]
    fn test_invalidate_cache() {
        use std::io::Write;

        assert_clean_cache_env();

        let temp_dir = std::env::temp_dir().join("rustledger_invalidate_test");
        let _ = fs::create_dir_all(&temp_dir);

        let beancount_file = temp_dir.join("test.beancount");
        let mut f = fs::File::create(&beancount_file).unwrap();
        writeln!(f, "2024-01-01 open Assets:Test").unwrap();
        drop(f);

        // Create and save a cache
        let entry = CacheEntry {
            directives: vec![],
            options: CachedOptions::from(&Options::new()),
            plugins: vec![],
            files: vec![beancount_file.to_string_lossy().to_string()],
        };
        save_cache_entry(&beancount_file, &entry).unwrap();

        // Verify cache exists
        assert!(cache_path(&beancount_file).exists());

        // Invalidate
        invalidate_cache(&beancount_file);

        // Verify cache is gone
        assert!(!cache_path(&beancount_file).exists());

        // Cleanup
        let _ = fs::remove_file(&beancount_file);
        let _ = fs::remove_dir(&temp_dir);
    }

    #[test]
    fn test_invalidate_cache_removes_legacy_sidecar() {
        // invalidate_cache should remove both the new dotfile cache and any
        // pre-#939 visible cache file alongside the source.
        assert_clean_cache_env();

        let temp_dir = std::env::temp_dir().join("rustledger_invalidate_legacy_test");
        let _ = fs::create_dir_all(&temp_dir);

        let beancount_file = temp_dir.join("legacy.beancount");
        // Synthesize a leftover legacy cache file (no need to be valid — we're
        // only testing that invalidate removes it).
        let legacy = legacy_cache_path(&beancount_file);
        fs::write(&legacy, b"stale").unwrap();
        assert!(legacy.exists());

        invalidate_cache(&beancount_file);
        assert!(
            !legacy.exists(),
            "invalidate_cache should remove the legacy sidecar file"
        );

        let _ = fs::remove_dir(&temp_dir);
    }

    #[test]
    fn test_load_cache_missing_file() {
        let missing = Path::new("/nonexistent/path/to/file.beancount");
        assert!(load_cache_entry(missing).is_none());
    }

    #[test]
    fn test_load_cache_invalid_magic() {
        use std::io::Write;

        assert_clean_cache_env();

        let temp_dir = std::env::temp_dir().join("rustledger_magic_test");
        let _ = fs::create_dir_all(&temp_dir);

        let beancount_file = temp_dir.join("test.beancount");
        // Write a malformed cache file at the path load_cache_entry will look up.
        let cache_file = cache_path(&beancount_file);
        let mut f = fs::File::create(&cache_file).unwrap();
        // Write invalid magic
        f.write_all(b"INVALID\0").unwrap();
        f.write_all(&[0u8; CacheHeader::SIZE - 8]).unwrap();
        drop(f);

        assert!(load_cache_entry(&beancount_file).is_none());

        // Cleanup
        let _ = fs::remove_file(&cache_file);
        let _ = fs::remove_dir(&temp_dir);
    }

    /// Bumping `CACHE_VERSION` must short-circuit at the header so we
    /// never feed an older payload to rkyv with the newer schema. Writes
    /// a header with the correct magic but `version = CACHE_VERSION - 1`
    /// (e.g., v4 from before #1151's `Vec<Spanned<Posting>>` shape
    /// change) and asserts the loader refuses it.
    #[test]
    fn test_load_cache_rejects_older_version() {
        use std::io::Write;

        assert_clean_cache_env();

        let temp_dir = std::env::temp_dir().join("rustledger_old_version_test");
        let _ = fs::create_dir_all(&temp_dir);

        let beancount_file = temp_dir.join("test.beancount");
        let cache_file = cache_path(&beancount_file);
        let mut f = fs::File::create(&cache_file).unwrap();

        // Valid magic + previous CACHE_VERSION. The version check at
        // `load_cache_header` should refuse before any payload is
        // touched, no matter what the tail bytes look like.
        let stale_version: u32 = CACHE_VERSION.checked_sub(1).expect("CACHE_VERSION >= 1");
        f.write_all(CACHE_MAGIC).unwrap();
        f.write_all(&stale_version.to_le_bytes()).unwrap();
        f.write_all(&[0u8; CacheHeader::SIZE - 8 - 4]).unwrap();
        drop(f);

        assert!(
            load_cache_entry(&beancount_file).is_none(),
            "loader must reject cache files with an older CACHE_VERSION"
        );

        let _ = fs::remove_file(&cache_file);
        let _ = fs::remove_dir(&temp_dir);
    }

    /// Frozen byte fixtures for the v8 cache layout of
    /// [`rustledger_core::CostNumber`].
    ///
    /// The intra-build distinctness test in `rustledger-core::cost`
    /// (`cost_number_archived_bytes_snapshot`) only catches drift
    /// where variants collide with each other. It would NOT catch a
    /// uniform encoding shift (e.g. a future rkyv minor bump that
    /// changes how `Archived<Decimal>` packs, or an accidental
    /// attribute change). When that happens every variant moves
    /// together so distinctness still holds, but user caches on disk
    /// silently fail to deserialize as garbage in the new layout.
    ///
    /// Capturing the exact bytes here pins the on-disk contract:
    /// any drift trips this test, forcing the developer to either
    /// (a) revert the encoding change, or (b) bump
    /// [`CACHE_VERSION`] so old cache files are short-circuited at
    /// the header check. The companion `cache_version_matches_v8`
    /// assertion below fires if a developer regenerates the fixtures
    /// without bumping the version constant in the same commit.
    ///
    /// **If this test fails** and you intend the new encoding to be
    /// the contract going forward: regenerate the fixtures by
    /// printing `rkyv::to_bytes(&cn)` for each variant, bump
    /// `CACHE_VERSION` to `9`, and update both the fixtures and the
    /// `cache_version_matches_v8` constant below in the same commit.
    ///
    /// Gated to little-endian targets — `rkyv::to_bytes` uses native
    /// endianness, so the hardcoded bytes are valid for `x86_64` /
    /// `aarch64` but would spuriously fail on big-endian platforms
    /// (`s390x`, `ppc64be`). `CACHE_VERSION`'s purpose is same-machine
    /// read guarding, so non-portable bytes aren't a real defect,
    /// just a test-portability footnote.
    #[cfg(target_endian = "little")]
    #[test]
    fn cost_number_archived_bytes_match_v8_fixtures() {
        use rust_decimal_macros::dec;
        use rustledger_core::{BookedCost, CostNumber};

        // Tripwire: regenerating the byte fixtures below without
        // bumping CACHE_VERSION leaves users with rotten caches. The
        // assertion fires when CACHE_VERSION advances past 8, forcing
        // the developer to also update the fixtures (or remove this
        // tripwire if v9's contract is identical to v8 for CostNumber
        // — which is unusual but possible).
        // v9 (#1340) bumped CACHE_VERSION only to add a `set_options`
        // field to `CachedOptions` — the `CostNumber` archived layout
        // these fixtures pin is unchanged, so the byte arrays below are
        // still valid and only FIXTURE_VERSION moves.
        const FIXTURE_VERSION: u32 = 9;
        assert_eq!(
            CACHE_VERSION, FIXTURE_VERSION,
            "CACHE_VERSION advanced past the fixture version; regenerate \
             the byte fixtures in this test and update FIXTURE_VERSION, \
             or remove the tripwire if v{CACHE_VERSION}'s CostNumber \
             encoding is byte-identical to the fixtures.",
        );

        let cases: &[(&str, CostNumber, &[u8])] = &[
            (
                "PerUnit { value: 150 }",
                CostNumber::PerUnit { value: dec!(150) },
                &[
                    0, 0, 0, 0, 0, 150, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
                    0, 0, 0, 0, 0, 0, 0,
                ],
            ),
            (
                "Total { value: 1500 }",
                CostNumber::Total { value: dec!(1500) },
                &[
                    1, 0, 0, 0, 0, 220, 5, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
                    0, 0, 0, 0, 0, 0, 0,
                ],
            ),
            (
                "PerUnitFromTotal { per_unit: 150, total: 300 }",
                CostNumber::PerUnitFromTotal(BookedCost::new(dec!(150), dec!(300), dec!(2))),
                &[
                    2, 0, 0, 0, 0, 150, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 44, 1, 0, 0,
                    0, 0, 0, 0, 0, 0, 0, 0,
                ],
            ),
        ];
        let mut mismatches = Vec::new();
        for (name, cn, expected) in cases {
            let bytes = rkyv::to_bytes::<rkyv::rancor::Error>(cn).unwrap();
            if bytes.as_ref() != *expected {
                mismatches.push(format!("  `{name}` → {:?}", bytes.as_ref()));
            }
        }
        assert!(
            mismatches.is_empty(),
            "rkyv layout drifted from v8 fixtures — bump CACHE_VERSION and \
             update the fixtures in this test if intentional. Actual bytes:\n{}",
            mismatches.join("\n"),
        );
    }

    #[test]
    fn test_reintern_directives_deduplication() {
        let date = rustledger_core::naive_date(2024, 1, 15).unwrap();

        // Create multiple transactions with the same account
        let mut directives = vec![];
        for i in 0..5 {
            let txn = Transaction::new(date, format!("Txn {i}"))
                .with_synthesized_posting(Posting::new(
                    "Expenses:Food",
                    Amount::new(dec!(10.00), "USD"),
                ))
                .with_synthesized_posting(Posting::auto("Assets:Checking"));
            directives.push(Spanned::new(Directive::Transaction(txn), Span::new(0, 50)));
        }

        // Re-intern should deduplicate the repeated account names and currencies
        let dedup_count = reintern_directives(&mut directives);

        // We should have deduplicated:
        // - "Expenses:Food" appears 5 times but only first is new (4 dedup)
        // - "USD" appears 5 times but only first is new (4 dedup)
        // - "Assets:Checking" appears 5 times but only first is new (4 dedup)
        // Total: 12 deduplications
        assert_eq!(dedup_count, 12);
    }

    #[test]
    fn test_cached_options_roundtrip() {
        let mut opts = Options::new();
        opts.title = Some("Test Ledger".to_string());
        opts.operating_currency = vec!["USD".to_string(), "EUR".to_string()];
        opts.render_commas = true;

        let cached = CachedOptions::from(&opts);
        let restored: Options = cached.into();

        assert_eq!(restored.title, Some("Test Ledger".to_string()));
        assert_eq!(restored.operating_currency, vec!["USD", "EUR"]);
        assert!(restored.render_commas);
    }

    /// Regression for #1340: `set_options` must survive the cache
    /// round-trip. It gates `resolve_effective_booking_method`, so
    /// dropping it makes a cache hit re-book FIFO/LIFO ledgers as
    /// STRICT (the file-level `option "booking_method"` is ignored).
    #[test]
    fn test_cached_options_preserves_set_options_for_booking_method() {
        let mut opts = Options::new();
        // `set()` is what a parsed `option "booking_method" "FIFO"`
        // calls — it records both the value AND the set-membership.
        opts.set("booking_method", "FIFO");
        assert!(opts.set_options.contains("booking_method"));

        let cached = CachedOptions::from(&opts);
        let restored: Options = cached.into();

        assert_eq!(restored.booking_method, "FIFO");
        assert!(
            restored.set_options.contains("booking_method"),
            "set_options dropped across cache round-trip — booking method \
             resolution would fall back to the STRICT default on a cache hit"
        );
    }

    #[test]
    fn test_cache_entry_file_paths() {
        let entry = CacheEntry {
            directives: vec![],
            options: CachedOptions::from(&Options::new()),
            plugins: vec![],
            files: vec![
                "/path/to/ledger.beancount".to_string(),
                "/path/to/include.beancount".to_string(),
            ],
        };

        let paths = entry.file_paths();
        assert_eq!(paths.len(), 2);
        assert_eq!(paths[0], PathBuf::from("/path/to/ledger.beancount"));
        assert_eq!(paths[1], PathBuf::from("/path/to/include.beancount"));
    }

    #[test]
    fn test_reintern_balance_directive() {
        use rustledger_core::Balance;

        let date = rustledger_core::naive_date(2024, 1, 15).unwrap();
        let balance = Balance::new(date, "Assets:Checking", Amount::new(dec!(1000.00), "USD"));

        let mut directives = vec![
            Spanned::new(Directive::Balance(balance.clone()), Span::new(0, 50)),
            Spanned::new(Directive::Balance(balance), Span::new(51, 100)),
        ];

        let dedup_count = reintern_directives(&mut directives);
        // Second occurrence of "Assets:Checking" and "USD" should be deduplicated
        assert_eq!(dedup_count, 2);
    }

    #[test]
    fn test_reintern_open_close_directives() {
        use rustledger_core::{Close, Open};

        let date = rustledger_core::naive_date(2024, 1, 15).unwrap();
        let open = Open::new(date, "Assets:Checking");
        let close = Close::new(date, "Assets:Checking");

        let mut directives = vec![
            Spanned::new(Directive::Open(open), Span::new(0, 50)),
            Spanned::new(Directive::Close(close), Span::new(51, 100)),
        ];

        let dedup_count = reintern_directives(&mut directives);
        // Second "Assets:Checking" should be deduplicated
        assert_eq!(dedup_count, 1);
    }
}