rustledger-query 0.21.0

Beancount query engine (BQL) with SQL-like syntax for ledger queries
Documentation
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
//! Date function implementations for the BQL executor.

use rustledger_core::NaiveDate;

use crate::error::QueryError;

use super::super::Executor;
use super::super::types::{Interval, IntervalUnit, Value};

/// strftime formats the one-arg `PARSE_DATE` tries (after ISO `FromStr`),
/// covering numeric and month-name shapes — `%m-%d-%Y` first so ambiguous
/// `MM-DD-YYYY` matches dateutil's month-first default.
const PARSE_DATE_FORMATS: &[&str] = &[
    "%Y/%m/%d", "%m-%d-%Y", "%m/%d/%Y", "%B %d %Y", "%b %d %Y", "%d %B %Y", "%d %b %Y",
];

impl Executor<'_> {
    /// Value-core for `INTERVAL` function (construct an interval).
    pub(crate) fn interval_on_values(args: &[Value]) -> Result<Value, QueryError> {
        // interval(unit) - creates an interval of 1 unit
        // interval(count, unit) - creates an interval of count units
        match args.len() {
            1 => {
                let unit_str = match args[0].clone() {
                    Value::String(s) => s,
                    _ => {
                        return Err(QueryError::Type(
                            "interval() unit must be a string".to_string(),
                        ));
                    }
                };
                let unit = IntervalUnit::parse_unit(&unit_str).ok_or_else(|| {
                    QueryError::InvalidArguments(
                        "INTERVAL".to_string(),
                        format!("invalid interval unit: {unit_str}"),
                    )
                })?;
                Ok(Value::Interval(Interval::new(1, unit)))
            }
            2 => {
                let count = match args[0].clone() {
                    Value::Integer(n) => n,
                    Value::Number(d) => {
                        use rust_decimal::prelude::ToPrimitive;
                        // Reject decimals with fractional parts
                        if !d.fract().is_zero() {
                            return Err(QueryError::Type(
                                "interval() count must be an integer".to_string(),
                            ));
                        }
                        d.to_i64().ok_or_else(|| {
                            QueryError::Type("interval() count must be an integer".to_string())
                        })?
                    }
                    _ => {
                        return Err(QueryError::Type(
                            "interval() count must be a number".to_string(),
                        ));
                    }
                };
                let unit_str = match args[1].clone() {
                    Value::String(s) => s,
                    _ => {
                        return Err(QueryError::Type(
                            "interval() unit must be a string".to_string(),
                        ));
                    }
                };
                let unit = IntervalUnit::parse_unit(&unit_str).ok_or_else(|| {
                    QueryError::InvalidArguments(
                        "INTERVAL".to_string(),
                        format!("invalid interval unit: {unit_str}"),
                    )
                })?;
                Ok(Value::Interval(Interval::new(count, unit)))
            }
            _ => Err(QueryError::InvalidArguments(
                "INTERVAL".to_string(),
                "expected 1 or 2 arguments".to_string(),
            )),
        }
    }

    /// Value-core for `DATE` function (construct a date).
    pub(crate) fn date_construct_on_values(args: &[Value]) -> Result<Value, QueryError> {
        match args.len() {
            1 => {
                // DATE(string) - parse ISO date
                let val = args[0].clone();
                match val {
                    Value::String(s) => s
                        .parse::<NaiveDate>()
                        .map(Value::Date)
                        .map_err(|_| QueryError::Type(format!("DATE: cannot parse '{s}' as date"))),
                    Value::Date(d) => Ok(Value::Date(d)),
                    _ => Err(QueryError::Type(
                        "DATE: argument must be a string or date".to_string(),
                    )),
                }
            }
            3 => {
                // DATE(year, month, day)
                let year = match args[0].clone() {
                    Value::Integer(i) => i32::try_from(i)
                        .map_err(|_| QueryError::Type("DATE: year out of range".to_string()))?,
                    Value::Number(n) => {
                        use rust_decimal::prelude::ToPrimitive;
                        n.to_i32().ok_or_else(|| {
                            QueryError::Type("DATE: year must be an integer".to_string())
                        })?
                    }
                    _ => {
                        return Err(QueryError::Type(
                            "DATE: year must be an integer".to_string(),
                        ));
                    }
                };
                let month = match args[1].clone() {
                    Value::Integer(i) => u32::try_from(i).map_err(|_| {
                        QueryError::Type("DATE: month must be a non-negative integer".to_string())
                    })?,
                    Value::Number(n) => {
                        use rust_decimal::prelude::ToPrimitive;
                        n.to_u32().ok_or_else(|| {
                            QueryError::Type("DATE: month must be an integer".to_string())
                        })?
                    }
                    _ => {
                        return Err(QueryError::Type(
                            "DATE: month must be an integer".to_string(),
                        ));
                    }
                };
                let day = match args[2].clone() {
                    Value::Integer(i) => u32::try_from(i).map_err(|_| {
                        QueryError::Type("DATE: day must be a non-negative integer".to_string())
                    })?,
                    Value::Number(n) => {
                        use rust_decimal::prelude::ToPrimitive;
                        n.to_u32().ok_or_else(|| {
                            QueryError::Type("DATE: day must be an integer".to_string())
                        })?
                    }
                    _ => return Err(QueryError::Type("DATE: day must be an integer".to_string())),
                };
                rustledger_core::naive_date(year, month, day)
                    .map(Value::Date)
                    .ok_or_else(|| {
                        QueryError::Type(format!("DATE: invalid date {year}-{month}-{day}"))
                    })
            }
            _ => Err(QueryError::InvalidArguments(
                "DATE".to_string(),
                "expected 1 or 3 arguments".to_string(),
            )),
        }
    }

    /// Value-core for `DATE_ADD` function (add days or interval to a date).
    pub(crate) fn date_add_on_values(args: &[Value]) -> Result<Value, QueryError> {
        Self::require_args_count("DATE_ADD", args, 2)?;

        let date = match args[0].clone() {
            Value::Date(d) => d,
            _ => {
                return Err(QueryError::Type(
                    "DATE_ADD: first argument must be a date".to_string(),
                ));
            }
        };

        let second_arg = args[1].clone();
        let result = match second_arg {
            Value::Integer(days) => add_days(date, days)?,
            Value::Number(n) => {
                use rust_decimal::prelude::ToPrimitive;
                let days = n.to_i64().ok_or_else(|| {
                    QueryError::Type("DATE_ADD: days must be an integer".to_string())
                })?;
                add_days(date, days)?
            }
            Value::Interval(interval) => interval
                .add_to_date(date)
                .ok_or_else(|| QueryError::Evaluation("DATE_ADD: interval overflow".to_string()))?,
            _ => {
                return Err(QueryError::Type(
                    "DATE_ADD: second argument must be an integer or interval".to_string(),
                ));
            }
        };

        Ok(Value::Date(result))
    }

    /// Value-core for `DATE_TRUNC` function (truncate date to field).
    pub(crate) fn date_trunc_on_values(args: &[Value]) -> Result<Value, QueryError> {
        Self::require_args_count("DATE_TRUNC", args, 2)?;

        let field = match args[0].clone() {
            Value::String(s) => s.to_uppercase(),
            _ => {
                return Err(QueryError::Type(
                    "DATE_TRUNC: first argument must be a string".to_string(),
                ));
            }
        };
        let date = match args[1].clone() {
            Value::Date(d) => d,
            _ => {
                return Err(QueryError::Type(
                    "DATE_TRUNC: second argument must be a date".to_string(),
                ));
            }
        };

        let result = match field.as_str() {
            "YEAR" => rustledger_core::naive_date(i32::from(date.year()), 1, 1),
            "QUARTER" => {
                let quarter = quarter_index0(date.month() as u32);
                rustledger_core::naive_date(i32::from(date.year()), quarter * 3 + 1, 1)
            }
            "MONTH" => rustledger_core::naive_date(i32::from(date.year()), date.month() as u32, 1),
            "WEEK" => {
                // Start of week (Monday)
                let days_from_monday = i64::from(date.weekday().to_monday_zero_offset() as u32);
                date.checked_add(jiff::ToSpan::days(-days_from_monday)).ok()
            }
            "DAY" => Some(date),
            _ => {
                return Err(QueryError::Type(format!(
                    "DATE_TRUNC: unknown field '{field}', expected YEAR, QUARTER, MONTH, WEEK, or DAY"
                )));
            }
        };

        result
            .map(Value::Date)
            .ok_or_else(|| QueryError::Type("DATE_TRUNC: invalid date result".to_string()))
    }

    /// Value-core for `DATE_PART` function (extract date component).
    pub(crate) fn date_part_on_values(args: &[Value]) -> Result<Value, QueryError> {
        Self::require_args_count("DATE_PART", args, 2)?;

        let field = match args[0].clone() {
            Value::String(s) => s.to_uppercase(),
            _ => {
                return Err(QueryError::Type(
                    "DATE_PART: first argument must be a string".to_string(),
                ));
            }
        };
        let date = match args[1].clone() {
            Value::Date(d) => d,
            _ => {
                return Err(QueryError::Type(
                    "DATE_PART: second argument must be a date".to_string(),
                ));
            }
        };

        let result = match field.as_str() {
            "YEAR" => i64::from(date.year()),
            "MONTH" => i64::from(date.month()),
            "DAY" => i64::from(date.day()),
            "QUARTER" => i64::from(quarter_index0(date.month() as u32) + 1),
            "WEEK" => {
                // ISO week number via strftime %V
                let week_str = jiff::fmt::strtime::format("%V", date).unwrap_or_default();
                week_str.trim().parse::<i64>().unwrap_or(0)
            }
            "WEEKDAY" | "DOW" => i64::from(date.weekday().to_monday_zero_offset()),
            "DOY" => {
                let jan1 = jiff::civil::date(date.year(), 1, 1);
                i64::from(date.since(jan1).unwrap().get_days() + 1)
            }
            _ => {
                return Err(QueryError::Type(format!(
                    "DATE_PART: unknown field '{field}', expected YEAR, MONTH, DAY, QUARTER, WEEK, WEEKDAY, DOW, or DOY"
                )));
            }
        };

        Ok(Value::Integer(result))
    }

    /// Value-core for `PARSE_DATE` function (parse date with format).
    pub(crate) fn parse_date_on_values(args: &[Value]) -> Result<Value, QueryError> {
        // beanquery accepts `parse_date(str)` (dateutil) and
        // `parse_date(str, format)`.
        if args.is_empty() || args.len() > 2 {
            return Err(QueryError::InvalidArguments(
                "PARSE_DATE".to_string(),
                "expected 1 or 2 arguments".to_string(),
            ));
        }

        let string = match args[0].clone() {
            Value::String(s) => s,
            _ => {
                return Err(QueryError::Type(
                    "PARSE_DATE: first argument must be a string".to_string(),
                ));
            }
        };

        // Two-arg form: explicit strftime format.
        if args.len() == 2 {
            let format = match args[1].clone() {
                Value::String(s) => s,
                _ => {
                    return Err(QueryError::Type(
                        "PARSE_DATE: second argument must be a format string".to_string(),
                    ));
                }
            };
            return jiff::fmt::strtime::parse(&format, &string)
                .and_then(|tm| tm.to_date())
                .map(Value::Date)
                .map_err(|e| {
                    QueryError::Type(format!(
                        "PARSE_DATE: cannot parse '{string}' with format '{format}': {e}"
                    ))
                });
        }

        // One-arg form: beanquery uses dateutil's flexible parser. We cover the
        // common ISO / numeric / month-name shapes (including dateutil's
        // month-first default for ambiguous `MM-DD-YYYY`); full natural-language
        // parsing is not replicated.
        if let Ok(d) = string.parse::<NaiveDate>() {
            return Ok(Value::Date(d));
        }
        for fmt in PARSE_DATE_FORMATS {
            if let Ok(d) = jiff::fmt::strtime::parse(fmt, &string).and_then(|tm| tm.to_date()) {
                return Ok(Value::Date(d));
            }
        }
        Err(QueryError::Type(format!(
            "PARSE_DATE: cannot parse '{string}' (one-arg parse_date covers ISO/numeric/month-name formats)"
        )))
    }

    /// Value-core for `DATE_BIN` function (bin dates into buckets).
    pub(crate) fn date_bin_on_values(args: &[Value]) -> Result<Value, QueryError> {
        Self::require_args_count("DATE_BIN", args, 3)?;

        let stride = match args[0].clone() {
            Value::String(s) => s,
            Value::Integer(days) => format!("{days} days"),
            _ => {
                return Err(QueryError::Type(
                    "DATE_BIN: first argument must be a stride string or integer days".to_string(),
                ));
            }
        };

        let source = match args[1].clone() {
            Value::Date(d) => d,
            _ => {
                return Err(QueryError::Type(
                    "DATE_BIN: second argument must be a date".to_string(),
                ));
            }
        };

        let origin = match args[2].clone() {
            Value::Date(d) => d,
            _ => {
                return Err(QueryError::Type(
                    "DATE_BIN: third argument must be a date".to_string(),
                ));
            }
        };

        // Parse stride string
        let stride_lower = stride.to_lowercase();
        let parts: Vec<&str> = stride_lower.split_whitespace().collect();

        let (amount, unit) = match parts.as_slice() {
            [num, unit] => {
                let n: i64 = num.parse().map_err(|_| {
                    QueryError::Type(format!("DATE_BIN: invalid stride number '{num}'"))
                })?;
                (n, *unit)
            }
            [unit] => (1, *unit),
            _ => {
                return Err(QueryError::Type(format!(
                    "DATE_BIN: invalid stride format '{stride}'"
                )));
            }
        };

        // A non-positive stride amount would divide-by-zero in the bucket math
        // below; reject it rather than panic (reachable now via eager #postings).
        if amount <= 0 {
            return Err(QueryError::Type(format!(
                "DATE_BIN: stride amount must be positive, got {amount}"
            )));
        }

        // Calculate days from origin to source
        let days_diff = i64::from(source.since(origin).unwrap_or_default().get_days());

        let sy = i32::from(source.year());
        let sm = i32::from(source.month());
        let oy = i32::from(origin.year());
        let om = i32::from(origin.month());
        let od = origin.day() as u32;
        let amt = i32::try_from(amount)
            .map_err(|_| QueryError::Type("DATE_BIN: stride amount too large".to_string()))?;

        // Calculate binned date based on unit
        let binned = match unit.trim_end_matches('s') {
            "day" => {
                let bucket = days_diff / amount;
                add_days(origin, bucket * amount)?
            }
            "week" => {
                let days_per_stride = amount * 7;
                let bucket = days_diff / days_per_stride;
                add_days(origin, bucket * days_per_stride)?
            }
            "month" => {
                let months_diff = (sy - oy) * 12 + sm - om;
                let bucket = months_diff / amt;
                let total_months = om - 1 + bucket * amt;
                let year = oy + total_months / 12;
                let month = (total_months % 12 + 1) as u32;
                rustledger_core::naive_date(year, month, 1).unwrap_or(origin)
            }
            "quarter" => {
                let months_diff = (sy - oy) * 12 + sm - om;
                let quarters = months_diff / (3 * amt);
                let total_months = om - 1 + quarters * 3 * amt;
                let year = oy + total_months / 12;
                let month = (total_months % 12 + 1) as u32;
                rustledger_core::naive_date(year, month, 1).unwrap_or(origin)
            }
            "year" => {
                let years_diff = sy - oy;
                let bucket = years_diff / amt;
                let year = oy + bucket * amt;
                rustledger_core::naive_date(year, om as u32, od).unwrap_or(origin)
            }
            _ => {
                return Err(QueryError::Type(format!(
                    "DATE_BIN: unknown unit '{unit}', expected day(s), week(s), month(s), quarter(s), or year(s)"
                )));
            }
        };

        Ok(Value::Date(binned))
    }
}

/// Zero-based quarter index for a 1-based month (0 => Q1). The single
/// `(month - 1) / 3` formula for this module — `DATE_TRUNC` and
/// `QUARTER()` both derive from it rather than re-deriving it inline
/// (the sweep found it written twice, diverging only in off-by-one
/// framing). `DATE_BIN`'s quarter arm is NOT a user of this formula:
/// it buckets by months-elapsed-since-origin (`months_diff / (3 * amt)`),
/// which is origin- and width-relative, not calendar-quarter indexing.
///
/// `month1` must be 1-based (`Zoned`/`Date::month()` guarantees 1..=12);
/// 0 would wrap in release builds, so debug builds assert.
const fn quarter_index0(month1: u32) -> u32 {
    debug_assert!(month1 >= 1);
    (month1 - 1) / 3
}

/// Add `days` to `date`, returning a graceful error instead of panicking when
/// `days` is out of range.
///
/// `jiff::ToSpan::days` panics while *constructing* the span if the count is
/// outside jiff's representable range (≈ ±7.3M days), so the previous
/// `date.checked_add(jiff::ToSpan::days(days)).unwrap()` aborted the process on
/// a large offset. Build the span fallibly and propagate overflow as a
/// `QueryError` (beanquery raises a catchable `OverflowError` here).
fn add_days(date: NaiveDate, days: i64) -> Result<NaiveDate, QueryError> {
    let span = jiff::Span::new()
        .try_days(days)
        .map_err(|_| QueryError::Evaluation(format!("DATE_ADD: day offset {days} out of range")))?;
    date.checked_add(span).map_err(|_| {
        QueryError::Evaluation(format!(
            "DATE_ADD: resulting date out of range (adding {days} days)"
        ))
    })
}