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rustledger_core/
cost.rs

1//! Cost and cost specification types.
2//!
3//! A [`Cost`] represents the acquisition cost of a position (lot). It includes
4//! the per-unit cost, currency, optional acquisition date, and optional label.
5//!
6//! A [`CostSpec`] is used for matching against existing costs or specifying
7//! new costs when all fields may not be known.
8
9// rkyv's enum derive (used on `CostNumber` below) synthesizes a
10// per-variant `Archived*` struct whose generated `pub value` field
11// doesn't inherit the source variant's field doc. Item-level
12// `#[allow(missing_docs)]` doesn't propagate into the macro-emitted
13// sibling items, so the suppression must live at module scope.
14// Limited to the `rkyv` feature so hand-written items still get the
15// lint under non-rkyv builds; reviewers should check that any new
16// rkyv-archived type added to this file has docs on its source fields
17// (review A-3.2).
18#![cfg_attr(feature = "rkyv", allow(missing_docs))]
19
20use crate::NaiveDate;
21use rust_decimal::Decimal;
22use serde::{Deserialize, Serialize};
23use std::fmt;
24
25use crate::Amount;
26
27// Note: We no longer auto-quantize calculated values during cost storage.
28// Python beancount preserves full precision during booking and only rounds
29// at display time. Premature rounding of per-unit costs (e.g., from
30// total cost / units) causes cost basis errors when selling.
31// For example: 300.00 / 1.763 = 170.16505... should NOT be rounded to 170.17,
32// because 1.763 * 170.17 = 300.00971 ≠ 300.00.
33#[cfg(feature = "rkyv")]
34use crate::intern::{AsDecimal, AsNaiveDate};
35
36/// A cost represents the acquisition cost of a position (lot).
37///
38/// When you buy 10 shares of AAPL at $150 on 2024-01-15, the cost is:
39/// - number: 150
40/// - currency: "USD"
41/// - date: Some(2024-01-15)
42/// - label: None (or Some("lot1") if labeled)
43///
44/// # Examples
45///
46/// ```
47/// use rustledger_core::Cost;
48/// use rust_decimal_macros::dec;
49///
50/// let cost = Cost::new(dec!(150.00), "USD")
51///     .with_date(rustledger_core::naive_date(2024, 1, 15).unwrap());
52///
53/// assert_eq!(cost.number, dec!(150.00));
54/// assert_eq!(cost.currency, "USD");
55/// assert!(cost.date.is_some());
56/// ```
57#[derive(Debug, Clone, PartialEq, Eq, Hash, Serialize, Deserialize)]
58#[cfg_attr(
59    feature = "rkyv",
60    derive(rkyv::Archive, rkyv::Serialize, rkyv::Deserialize)
61)]
62pub struct Cost {
63    /// Cost per unit
64    #[cfg_attr(feature = "rkyv", rkyv(with = AsDecimal))]
65    pub number: Decimal,
66    /// Currency of the cost
67    pub currency: crate::Currency,
68    /// Acquisition date (optional, for lot identification)
69    #[cfg_attr(feature = "rkyv", rkyv(with = rkyv::with::Map<AsNaiveDate>))]
70    pub date: Option<NaiveDate>,
71    /// Lot label (optional, for explicit lot identification)
72    pub label: Option<String>,
73}
74
75impl Cost {
76    /// Create a new cost with the given number and currency.
77    ///
78    /// Create a new cost with exact precision.
79    /// Use this for user-specified values that should preserve their precision.
80    #[must_use]
81    pub fn new(number: Decimal, currency: impl Into<crate::Currency>) -> Self {
82        Self {
83            number,
84            currency: currency.into(),
85            date: None,
86            label: None,
87        }
88    }
89
90    /// Create a new cost for calculated values.
91    ///
92    /// Previously this auto-quantized, but we now preserve full precision
93    /// to avoid cost basis errors. Rounding should only happen at display time.
94    #[must_use]
95    pub fn new_calculated(number: Decimal, currency: impl Into<crate::Currency>) -> Self {
96        Self::new(number, currency)
97    }
98
99    /// Add a date to this cost.
100    #[must_use]
101    pub const fn with_date(mut self, date: NaiveDate) -> Self {
102        self.date = Some(date);
103        self
104    }
105
106    /// Add an optional date to this cost.
107    #[must_use]
108    pub const fn with_date_opt(mut self, date: Option<NaiveDate>) -> Self {
109        self.date = date;
110        self
111    }
112
113    /// Add a label to this cost.
114    #[must_use]
115    pub fn with_label(mut self, label: impl Into<String>) -> Self {
116        self.label = Some(label.into());
117        self
118    }
119
120    /// Add an optional label to this cost.
121    #[must_use]
122    pub fn with_label_opt(mut self, label: Option<String>) -> Self {
123        self.label = label;
124        self
125    }
126
127    /// Get the cost as an amount.
128    #[must_use]
129    pub fn as_amount(&self) -> Amount {
130        Amount::new(self.number, self.currency.clone())
131    }
132
133    /// Calculate the total cost for a given number of units.
134    #[must_use]
135    pub fn total_cost(&self, units: Decimal) -> Amount {
136        Amount::new(units * self.number, self.currency.clone())
137    }
138}
139
140impl fmt::Display for Cost {
141    fn fmt(&self, f: &mut fmt::Formatter<'_>) -> fmt::Result {
142        // Match Beancount's `Position.__str__` format: `{ 520 USD}` —
143        // single space after the opening brace, no space before the
144        // closing brace. The space matters for BQL-output compat: the
145        // compat harness diffs row-by-row against bean-query, and the
146        // pre-fix `{520 USD}` form accounted for ~137 of 510 file ×
147        // query mismatches. Verified against beanquery 0.2.0 + beancount
148        // 3.2.3 (matches what CI installs and what the dev shell now
149        // ships via the compat container — see PR #1047). Source-level
150        // `format_cost_spec` (used by `rledger format` to round-trip
151        // ledger files) keeps the no-space `{N CCY}` form because that
152        // matches Beancount's `print` command output, not its
153        // `Position.__str__`.
154        write!(f, "{{ {} {}", self.number, self.currency)?;
155        if let Some(date) = self.date {
156            write!(f, ", {date}")?;
157        }
158        if let Some(label) = &self.label {
159            // Escape via `format::escape_string` so labels containing
160            // `"`, `\`, or `\n` round-trip safely. Without this a label
161            // like `say "hi"` would render as `"say "hi""` — a parse
162            // error if anyone tried to feed it back to a Beancount-
163            // compatible reader.
164            write!(f, ", \"{}\"", crate::format::escape_string(label))?;
165        }
166        write!(f, "}}")
167    }
168}
169
170/// A cost specification for matching or creating costs.
171///
172/// Unlike [`Cost`], all fields are optional to allow partial matching.
173/// This is used in postings where the user may specify only some
174/// cost components (e.g., just the date to match a specific lot).
175///
176/// # Matching Rules
177///
178/// A `CostSpec` matches a `Cost` if all specified fields match:
179/// - If `number` is `Some`, it must equal the cost's number
180/// - If `currency` is `Some`, it must equal the cost's currency
181/// - If `date` is `Some`, it must equal the cost's date
182/// - If `label` is `Some`, it must equal the cost's label
183///
184/// # Examples
185///
186/// ```
187/// use rustledger_core::{Cost, CostSpec};
188/// use rust_decimal_macros::dec;
189///
190/// let cost = Cost::new(dec!(150.00), "USD")
191///     .with_date(rustledger_core::naive_date(2024, 1, 15).unwrap());
192///
193/// // Match by date only
194/// let spec = CostSpec::default().with_date(rustledger_core::naive_date(2024, 1, 15).unwrap());
195/// assert!(spec.matches(&cost));
196///
197/// // Match by wrong date
198/// let spec2 = CostSpec::default().with_date(rustledger_core::naive_date(2024, 1, 16).unwrap());
199/// assert!(!spec2.matches(&cost));
200/// ```
201/// The numeric component of a [`CostSpec`].
202///
203/// Beancount cost specs name a number in one of two source-level
204/// shapes:
205///
206/// - `{150.00 USD}` — per-unit cost ([`Self::PerUnit`])
207/// - `{{ 1500.00 USD }}` — total cost for the posting's units
208///   ([`Self::Total`])
209///
210/// During booking the engine converts `Total(t)` into a third state,
211/// [`Self::PerUnitFromTotal`], carrying both the derived per-unit
212/// value (for display, lot tracking) and the original total (for
213/// precision-preserving residual math — division-then-multiplication
214/// loses precision at the `rust_decimal` 28-digit ceiling).
215///
216/// A cost spec without a number at all (e.g. `{}` for a booking-
217/// deferred lot match) is represented by `CostSpec.number: None`.
218///
219/// Pre-#1164 the per-unit and total numbers were two independent
220/// `Option<Decimal>` fields on `CostSpec`. The invalid both-set state
221/// was prevented only by parser discipline and downstream defensive
222/// branches; the "booked from total" state was modeled accidentally
223/// by setting both fields, with the meaning encoded only in code
224/// comments. Folding the axes into one enum makes both the
225/// pre-booking invalid state unrepresentable AND the post-booking
226/// derived state explicit.
227#[derive(Debug, Clone, Copy, PartialEq, Eq, Hash, Serialize, Deserialize)]
228#[cfg_attr(
229    feature = "rkyv",
230    derive(rkyv::Archive, rkyv::Serialize, rkyv::Deserialize)
231)]
232// Serde uses the `kind`-tagged internal representation so this enum
233// matches the wire shape used by FFI-WASI, WASM, Python compat, and
234// plugin-types. Pre-tag, serde defaulted to the external-tag form
235// (`{"PerUnit": "100"}`) which diverged from those boundaries —
236// downstream clients had to know which surface they were talking to.
237// (Module-level `allow(missing_docs)` at the top of this file
238// silences the rkyv-generated archived-struct field doc warnings —
239// see the file header comment.)
240#[serde(tag = "kind", rename_all = "snake_case")]
241pub enum CostNumber {
242    /// Per-unit cost as written: `{150.00 USD}`. Booking leaves this
243    /// shape unchanged.
244    PerUnit {
245        /// Per-unit value.
246        #[cfg_attr(feature = "rkyv", rkyv(with = AsDecimal))]
247        value: Decimal,
248    },
249    /// Total cost as written: `{{ 1500.00 USD }}`. Booking rewrites
250    /// this to [`Self::PerUnitFromTotal`] once units are known.
251    Total {
252        /// Total value.
253        #[cfg_attr(feature = "rkyv", rkyv(with = AsDecimal))]
254        value: Decimal,
255    },
256    /// Post-booking state: a per-unit value derived from a
257    /// `{{ total USD }}` spec at booking time, with the source total
258    /// preserved for exact residual math. Pre-#1164 this was modeled
259    /// implicitly by setting both `number_per` and `number_total` on
260    /// `CostSpec`. The payload is a separate [`BookedCost`] struct
261    /// so the booking-time invariant lives on a named type with
262    /// constructor methods that enforce it.
263    PerUnitFromTotal(BookedCost),
264    /// Compound cost as written: `{5.00 # 10.00 USD}` — per-unit AND a
265    /// lump total on top (beancount's `compound_amount`). On N units the
266    /// cost totals `N * per_unit + total`; booking rewrites this to
267    /// [`Self::PerUnitFromTotal`] with that combined total once units
268    /// are known. `{# 10.00 USD}` parses as `per_unit = 0` and `{5.00 #
269    /// USD}` as `total = 0` — arithmetically exact in both cases.
270    ///
271    /// Before #1700 the parser folded this form into [`Self::Total`]
272    /// with only the post-`#` value, silently mis-weighing every
273    /// compound spec (valid ledgers errored, invalid ones passed).
274    Compound {
275        /// Per-unit component (`a` in `{a # b}`); zero when omitted.
276        #[cfg_attr(feature = "rkyv", rkyv(with = AsDecimal))]
277        per_unit: Decimal,
278        /// Lump total component (`b` in `{a # b}`); zero when omitted.
279        #[cfg_attr(feature = "rkyv", rkyv(with = AsDecimal))]
280        total: Decimal,
281    },
282}
283
284/// Payload of [`CostNumber::PerUnitFromTotal`].
285///
286/// Carries both the per-unit value derived at booking time and the
287/// original `{{ total }}` cost so residual math can use the exact
288/// total (avoiding the division-then-multiplication precision loss
289/// that hits the `rust_decimal` 28-digit ceiling on long ledgers).
290#[derive(Debug, Clone, Copy, PartialEq, Eq, Hash, Serialize, Deserialize)]
291#[cfg_attr(
292    feature = "rkyv",
293    derive(rkyv::Archive, rkyv::Serialize, rkyv::Deserialize)
294)]
295pub struct BookedCost {
296    /// Per-unit cost, derived as `total / |units|` during booking.
297    /// Used by lot tracking, display (Python-compat post-booking
298    /// per-unit form), and validation reads that want a per-unit
299    /// value.
300    #[cfg_attr(feature = "rkyv", rkyv(with = AsDecimal))]
301    pub per_unit: Decimal,
302    /// Original total as written. Used by residual calculation to
303    /// avoid the division-then-multiplication precision loss that
304    /// would otherwise leak into balance checks.
305    #[cfg_attr(feature = "rkyv", rkyv(with = AsDecimal))]
306    pub total: Decimal,
307}
308
309/// Diagnostic for a failed [`BookedCost`] consistency check.
310///
311/// Returned by [`BookedCost::try_new`] in three cases:
312/// - **Mismatch**: `per_unit * |units|` doesn't agree with `total` to
313///   within the `rust_decimal` rounding floor.
314/// - **Zero units**: every `per_unit` "works" by zero-multiplication
315///   so the invariant carries no information; the post-booking shape
316///   is structurally meaningless without units.
317/// - **Overflow**: `per_unit * |units|` would exceed `Decimal::MAX`
318///   (~7.92e28). Both operands fit in `Decimal` individually but their
319///   product doesn't. A wire client can reach this with extreme
320///   inputs; surfacing it as a typed error keeps the host from
321///   panicking on multiplication.
322///
323/// Carries the inputs and (for the mismatch case) the computed
324/// residual so trust-boundary callers can surface a meaningful error
325/// to the originating plugin or wire client ("you sent
326/// `per_unit=50, total=999` with `units=10`; derived total would be
327/// 500, off by 499 — far outside tolerance 1e-20"). Mapping this to a
328/// `ConversionError` variant gives plugin authors a typed category
329/// for the failure instead of conflating with `InvalidNumber` (parse
330/// failure).
331#[derive(Debug, Clone, Copy, PartialEq, Eq)]
332pub struct BookedCostInvariantError {
333    /// The per-unit value the caller supplied.
334    pub per_unit: Decimal,
335    /// The total value the caller supplied.
336    pub total: Decimal,
337    /// The units value the caller supplied (caller-side sign retained
338    /// so error messages can show what came in).
339    pub units: Decimal,
340    /// `per_unit * |units|`, the value we'd expect `total` to equal.
341    /// `Decimal::ZERO` when the multiplication couldn't be performed
342    /// (zero units, or overflow — see [`Self::overflow`]).
343    pub derived_total: Decimal,
344    /// `|derived_total - total|`, the magnitude of the violation.
345    /// `Decimal::ZERO` for the zero-units and overflow cases.
346    pub abs_diff: Decimal,
347    /// The tolerance threshold we tested against. `None` when units
348    /// was zero or the multiplication overflowed — see
349    /// [`Self::overflow`] to distinguish the two.
350    pub tolerance: Option<Decimal>,
351    /// `true` when `per_unit * |units|` overflowed `Decimal::MAX`
352    /// (~7.92e28). Distinguishes the overflow case from the zero-units
353    /// case, since both leave `tolerance: None`.
354    pub overflow: bool,
355}
356
357impl fmt::Display for BookedCostInvariantError {
358    fn fmt(&self, f: &mut fmt::Formatter<'_>) -> fmt::Result {
359        if self.overflow {
360            return write!(
361                f,
362                "BookedCost invariant check overflowed Decimal precision: per_unit ({}) * |units| ({}) exceeds Decimal::MAX (~7.92e28)",
363                self.per_unit,
364                self.units.abs(),
365            );
366        }
367        match self.tolerance {
368            Some(tol) => write!(
369                f,
370                "BookedCost invariant violated: per_unit ({}) * |units| ({}) = {} ≠ total ({}); abs_diff {} exceeds tolerance {}",
371                self.per_unit,
372                self.units.abs(),
373                self.derived_total,
374                self.total,
375                self.abs_diff,
376                tol,
377            ),
378            None => write!(
379                f,
380                "BookedCost requires non-zero units; got per_unit ({}), total ({}), units (0)",
381                self.per_unit, self.total,
382            ),
383        }
384    }
385}
386
387impl std::error::Error for BookedCostInvariantError {}
388
389impl BookedCost {
390    /// Check `per_unit * |units| ≈ total` to within `rust_decimal`
391    /// rounding tolerance, returning the diagnostic on failure.
392    ///
393    /// The booker derives `per_unit = total / |units|` at 28 significant
394    /// digits; back-multiplying truncates similarly. The residual can
395    /// reach a few ULP, which scales with `|total|`. Tolerance is
396    /// `max(1e-20, |total| * 1e-24)` — `1e-24` is ~10000x larger than
397    /// one ULP for typical magnitudes, while the absolute floor
398    /// guarantees a sane window for near-zero totals.
399    ///
400    /// **`units == 0` is rejected**: the post-booking shape implies the
401    /// booker derived `per_unit` from `total / |units|`, which is
402    /// undefined for zero units. A zero-units `PerUnitFromTotal` is
403    /// structurally meaningless and the caller should use the raw
404    /// `PerUnit` / `Total` variants. Pre-fix the zero-units case
405    /// short-circuited to `true`, which defeated the trust-boundary
406    /// guard at every input bridge (review B-3.1).
407    fn check_invariant(
408        per_unit: Decimal,
409        total: Decimal,
410        units: Decimal,
411    ) -> Result<(), BookedCostInvariantError> {
412        let units_abs = units.abs();
413        if units_abs.is_zero() {
414            return Err(BookedCostInvariantError {
415                per_unit,
416                total,
417                units,
418                derived_total: Decimal::ZERO,
419                abs_diff: Decimal::ZERO,
420                tolerance: None,
421                overflow: false,
422            });
423        }
424        // `per_unit` and `units_abs` each fit in `Decimal` individually
425        // (they came through `from_str_exact` or were constructed by
426        // the booker from values that did), but their product can
427        // exceed `Decimal::MAX` (~7.92e28). `Decimal::mul` panics on
428        // overflow — at a trust boundary that would crash the host
429        // from wire input, defeating `try_new`'s typed-error contract.
430        // Surface overflow as a typed error instead.
431        let Some(derived_total) = per_unit.checked_mul(units_abs) else {
432            return Err(BookedCostInvariantError {
433                per_unit,
434                total,
435                units,
436                derived_total: Decimal::ZERO,
437                abs_diff: Decimal::ZERO,
438                tolerance: None,
439                overflow: true,
440            });
441        };
442        let abs_diff = (derived_total - total).abs();
443        // `total.abs() * 1e-24` cannot overflow: `Decimal::MAX` is
444        // ~7.92e28, so the product is bounded by ~7.92e4. The relative
445        // tolerance scales with the magnitude of `total`; the absolute
446        // floor (`1e-20`) keeps the window sane for near-zero totals.
447        let relative = total.abs() * Decimal::new(1, 24);
448        let tolerance = if relative > Decimal::new(1, 20) {
449            relative
450        } else {
451            Decimal::new(1, 20)
452        };
453        if abs_diff <= tolerance {
454            Ok(())
455        } else {
456            Err(BookedCostInvariantError {
457                per_unit,
458                total,
459                units,
460                derived_total,
461                abs_diff,
462                tolerance: Some(tolerance),
463                overflow: false,
464            })
465        }
466    }
467
468    /// Construct from booking with a precision invariant check.
469    ///
470    /// In debug builds, asserts that `per_unit * |units| ≈ total` to
471    /// the limits of `rust_decimal` precision (tolerance:
472    /// `max(1e-20, |total| * 1e-24)`, derived from the booker's
473    /// `total / |units|` divisor truncating at 28 significant digits;
474    /// see the private `check_invariant` helper for the exact
475    /// computation). Callers are the booker (which derives
476    /// `per_unit = total / |units|`) and the plugin / FFI ingress
477    /// bridges (which must validate consistency before constructing).
478    ///
479    /// # Panics
480    ///
481    /// In debug builds: if the invariant fails. Release builds skip
482    /// the check (but trust-boundary callers should use
483    /// [`Self::try_new`] for runtime validation in release too).
484    #[must_use]
485    pub fn new(per_unit: Decimal, total: Decimal, units: Decimal) -> Self {
486        debug_assert!(
487            Self::check_invariant(per_unit, total, units).is_ok(),
488            "{}",
489            Self::check_invariant(per_unit, total, units).unwrap_err(),
490        );
491        Self { per_unit, total }
492    }
493
494    /// Try to construct, returning a typed error if the consistency
495    /// invariant fails. Use this at trust boundaries (FFI input,
496    /// plugin egress) where the caller may have supplied inconsistent
497    /// values and you want to reject rather than panic in debug or
498    /// accept silently in release.
499    ///
500    /// # Errors
501    ///
502    /// Returns [`BookedCostInvariantError`] when:
503    /// - `units == 0` (the post-booking shape is structurally
504    ///   undefined for zero units; callers should send `PerUnit` or
505    ///   `Total` instead).
506    /// - `per_unit * |units|` differs from `total` by more than
507    ///   `max(1e-20, |total| * 1e-24)`.
508    pub fn try_new(
509        per_unit: Decimal,
510        total: Decimal,
511        units: Decimal,
512    ) -> Result<Self, BookedCostInvariantError> {
513        Self::check_invariant(per_unit, total, units)?;
514        Ok(Self { per_unit, total })
515    }
516
517    /// Construct from rkyv archive bytes the host itself wrote.
518    ///
519    /// Bypasses the consistency invariant because rkyv archives carry
520    /// no units at the deserialization site, and the host invariant
521    /// was already enforced when the bytes were written. **Do not
522    /// call from boundary code** — every FFI / plugin / parser
523    /// ingress must go through [`Self::try_new`] (which surfaces a
524    /// typed error) so inconsistent pairs cannot enter the host.
525    ///
526    /// The name reflects the trust assumption: the caller has
527    /// verified (via cache-version checks, archive integrity, etc.)
528    /// that the bytes were produced by this host's own booker.
529    #[doc(hidden)]
530    #[must_use]
531    pub const fn from_archive_bytes_trusted(per_unit: Decimal, total: Decimal) -> Self {
532        Self { per_unit, total }
533    }
534
535    /// Construct an *intentionally inconsistent* `BookedCost` for
536    /// fuzzing trust-boundary code that must reject such inputs.
537    ///
538    /// Separate from [`Self::from_archive_bytes_trusted`] so the
539    /// "trusted" name doesn't lie at fuzz call sites — the fuzzer
540    /// explicitly generates pathological inputs. Gated behind the
541    /// `fuzz` Cargo feature so normal builds can't reach it (review
542    /// A-4.4); fuzz targets and integration tests that want to
543    /// stress trust-boundary code in convert bridges must opt in via
544    /// `features = ["fuzz"]` on their `rustledger-core` dep.
545    #[cfg(any(feature = "fuzz", test))]
546    #[doc(hidden)]
547    #[must_use]
548    pub const fn from_fuzz_unchecked(per_unit: Decimal, total: Decimal) -> Self {
549        Self { per_unit, total }
550    }
551}
552
553impl CostNumber {
554    /// Return the per-unit value if this number carries one.
555    ///
556    /// - [`Self::PerUnit`] → `Some(its Decimal)`
557    /// - [`Self::PerUnitFromTotal`] → `Some(per_unit)`
558    /// - [`Self::Total`] → `None` (booking hasn't computed per-unit yet)
559    #[must_use]
560    pub const fn per_unit(&self) -> Option<Decimal> {
561        match self {
562            Self::PerUnit { value } => Some(*value),
563            Self::PerUnitFromTotal(b) => Some(b.per_unit),
564            // The effective per-unit is (N*per_unit + total)/N — unknown
565            // until units are, same as Total.
566            Self::Total { .. } | Self::Compound { .. } => None,
567        }
568    }
569
570    /// Return the total value if this number carries one.
571    ///
572    /// - [`Self::Total`] → `Some(its Decimal)`
573    /// - [`Self::PerUnitFromTotal`] → `Some(total)`
574    /// - [`Self::PerUnit`] → `None`
575    #[must_use]
576    pub const fn total(&self) -> Option<Decimal> {
577        match self {
578            Self::Total { value } => Some(*value),
579            Self::PerUnitFromTotal(b) => Some(b.total),
580            // Compound's `total` field is only the lump component; the
581            // whole total (N*per_unit + total) needs units. Exposing the
582            // lump here would mis-weigh callers that treat this as the
583            // full total — the exact bug class this variant fixes.
584            Self::PerUnit { .. } | Self::Compound { .. } => None,
585        }
586    }
587}
588
589/// A cost specification on a posting (`{...}` or `{{...}}`).
590///
591/// Carries the parsed cost-spec axes: the numeric component (per-unit
592/// vs total, modeled as the mutually-exclusive [`CostNumber`] enum),
593/// currency, lot date, label, and merge flag. Any subset may be
594/// missing — `{}` corresponds to all-fields-`None` plus `merge: false`,
595/// which lets the booker do lot matching deferred to inventory.
596///
597/// Pre-#1164 this struct had two independent `Option<Decimal>` fields
598/// (`number_per`, `number_total`). The mutual-exclusion invariant was
599/// enforced only by parser discipline; the post-booking "derived per-
600/// unit from total" state was modeled accidentally by setting both
601/// fields at once. The new shape (`number: Option<CostNumber>`) makes
602/// the invalid state unrepresentable and the derived state explicit.
603#[derive(Debug, Clone, Default, PartialEq, Eq, Hash, Serialize, Deserialize)]
604#[cfg_attr(
605    feature = "rkyv",
606    derive(rkyv::Archive, rkyv::Serialize, rkyv::Deserialize)
607)]
608pub struct CostSpec {
609    /// The numeric component: per-unit, total, or absent.
610    ///
611    /// Replaces the pre-#1164 `number_per` / `number_total` pair, which
612    /// allowed the invalid both-set state at the type level. See
613    /// [`CostNumber`] for the per-unit vs total distinction.
614    pub number: Option<CostNumber>,
615    /// Currency of the cost (if specified)
616    pub currency: Option<crate::Currency>,
617    /// Acquisition date (if specified)
618    #[cfg_attr(feature = "rkyv", rkyv(with = rkyv::with::Map<AsNaiveDate>))]
619    pub date: Option<NaiveDate>,
620    /// Lot label (if specified)
621    pub label: Option<String>,
622    /// Whether to merge with existing lot (average cost)
623    pub merge: bool,
624}
625
626impl CostSpec {
627    /// Create an empty cost spec.
628    #[must_use]
629    pub fn empty() -> Self {
630        Self::default()
631    }
632
633    /// Set the cost number directly.
634    ///
635    /// The mutual exclusion between per-unit and total is enforced by
636    /// the [`CostNumber`] enum — there is no way to set both. Callers
637    /// construct the variant explicitly:
638    ///
639    /// ```ignore
640    /// CostSpec::empty().with_number(CostNumber::PerUnit { value: dec!(150) });
641    /// CostSpec::empty().with_number(CostNumber::Total { value: dec!(1500) });
642    /// ```
643    ///
644    /// Pre-#1164 this slot was a pair of `Option<Decimal>` fields;
645    /// pre-this-PR there were `with_per_unit` / `with_total`
646    /// convenience shims that perpetuated the two-axis mental model
647    /// in caller code and silently overwrote each other if both were
648    /// called. Both are gone — there's exactly one way to set a cost
649    /// number now.
650    #[must_use]
651    pub const fn with_number(mut self, number: CostNumber) -> Self {
652        self.number = Some(number);
653        self
654    }
655
656    /// Set the currency.
657    #[must_use]
658    pub fn with_currency(mut self, currency: impl Into<crate::Currency>) -> Self {
659        self.currency = Some(currency.into());
660        self
661    }
662
663    /// Set the date.
664    #[must_use]
665    pub const fn with_date(mut self, date: NaiveDate) -> Self {
666        self.date = Some(date);
667        self
668    }
669
670    /// Set the label.
671    #[must_use]
672    pub fn with_label(mut self, label: impl Into<String>) -> Self {
673        self.label = Some(label.into());
674        self
675    }
676
677    /// Set the merge flag (for average cost booking).
678    #[must_use]
679    pub const fn with_merge(mut self) -> Self {
680        self.merge = true;
681        self
682    }
683
684    /// Check if this is an empty cost spec (all fields None).
685    #[must_use]
686    pub const fn is_empty(&self) -> bool {
687        self.number.is_none()
688            && self.currency.is_none()
689            && self.date.is_none()
690            && self.label.is_none()
691            && !self.merge
692    }
693
694    /// Check if this cost spec matches a cost.
695    ///
696    /// All specified fields must match the corresponding cost fields.
697    /// Per-unit matching uses `CostNumber::per_unit()` — a `Total`-only
698    /// spec doesn't constrain the per-unit lot value (booking hasn't
699    /// resolved it yet), but a `PerUnitFromTotal` post-booking spec
700    /// does.
701    #[must_use]
702    pub fn matches(&self, cost: &Cost) -> bool {
703        // Check per-unit cost — constrains the lot whenever the spec
704        // carries a per-unit value (PerUnit or PerUnitFromTotal).
705        if let Some(n) = self.number.and_then(|cn| cn.per_unit())
706            && n != cost.number
707        {
708            return false;
709        }
710        // Check currency
711        if let Some(c) = &self.currency
712            && c != &cost.currency
713        {
714            return false;
715        }
716        // Check date
717        if let Some(d) = &self.date
718            && cost.date.as_ref() != Some(d)
719        {
720            return false;
721        }
722        // Check label
723        if let Some(l) = &self.label
724            && cost.label.as_ref() != Some(l)
725        {
726            return false;
727        }
728        true
729    }
730
731    /// Resolve this cost spec to a concrete cost, given the number of units.
732    ///
733    /// If the number is `CostNumber::Total`, the per-unit cost is
734    /// calculated as `total / |units|`. Full precision is preserved to
735    /// avoid cost basis errors when the position is later sold.
736    /// `PerUnitFromTotal` already carries the derived per-unit value
737    /// from a prior booking pass — using `b.per_unit` directly is
738    /// equivalent to recomputing `b.total / |units|` because
739    /// [`BookedCost::new`] enforces that invariant at construction.
740    ///
741    /// Returns `None` if required fields (currency, number) are missing.
742    #[must_use]
743    pub fn resolve(&self, units: Decimal, date: NaiveDate) -> Option<Cost> {
744        let currency = self.currency.clone()?;
745        let number = match self.number? {
746            // User-specified per-unit cost.
747            CostNumber::PerUnit { value: per } => per,
748            // Calculated from total — preserve full precision. Zero units make
749            // the per-unit cost undefined, and `total / 0` panics, so there is
750            // no cost to resolve: return `None` and let the caller book an
751            // uncosted position. Matches the zero-units guard in
752            // `BookingEngine::apply`; before this, `validate`/`pad` (which call
753            // `resolve`) panicked on `0 X {{n CUR}}`.
754            CostNumber::Total { value: total } => {
755                if units.is_zero() {
756                    return None;
757                }
758                total / units.abs()
759            }
760            // Compound `{a # b}`: effective per-unit is (N*a + b)/N —
761            // beancount's compound_amount. Same zero-units guard as Total.
762            CostNumber::Compound { per_unit, total } => {
763                if units.is_zero() {
764                    return None;
765                }
766                per_unit + total / units.abs()
767            }
768            // Already booked: `b.per_unit == b.total / |units|` by
769            // `BookedCost::new`'s invariant, so this is identical to
770            // the `Total` arm above but without the redivision.
771            CostNumber::PerUnitFromTotal(b) => b.per_unit,
772        };
773
774        Some(Cost {
775            number,
776            currency,
777            date: self.date.or(Some(date)),
778            label: self.label.clone(),
779        })
780    }
781}
782
783impl fmt::Display for CostSpec {
784    fn fmt(&self, f: &mut fmt::Formatter<'_>) -> fmt::Result {
785        write!(f, "{{")?;
786        // Max 5 elements: number, currency, date, label, merge
787        let mut parts = Vec::with_capacity(5);
788
789        match self.number {
790            Some(CostNumber::PerUnit { value: n }) => parts.push(format!("{n}")),
791            Some(CostNumber::PerUnitFromTotal(b)) => parts.push(format!("{}", b.per_unit)),
792            Some(CostNumber::Total { value: n }) => parts.push(format!("# {n}")),
793            Some(CostNumber::Compound { per_unit, total }) => {
794                parts.push(format!("{per_unit} # {total}"));
795            }
796            None => {}
797        }
798        if let Some(c) = &self.currency {
799            parts.push(c.to_string());
800        }
801        if let Some(d) = self.date {
802            parts.push(d.to_string());
803        }
804        if let Some(l) = &self.label {
805            parts.push(format!("\"{l}\""));
806        }
807        if self.merge {
808            parts.push("*".to_string());
809        }
810
811        write!(f, "{}", parts.join(", "))?;
812        write!(f, "}}")
813    }
814}
815
816#[cfg(test)]
817mod tests {
818    use super::*;
819    use rust_decimal_macros::dec;
820
821    fn date(year: i32, month: u32, day: u32) -> NaiveDate {
822        crate::naive_date(year, month, day).unwrap()
823    }
824
825    #[test]
826    fn test_cost_new() {
827        let cost = Cost::new(dec!(150.00), "USD");
828        assert_eq!(cost.number, dec!(150.00));
829        assert_eq!(cost.currency, "USD");
830        assert!(cost.date.is_none());
831        assert!(cost.label.is_none());
832    }
833
834    #[test]
835    fn test_cost_builder() {
836        let cost = Cost::new(dec!(150.00), "USD")
837            .with_date(date(2024, 1, 15))
838            .with_label("lot1");
839
840        assert_eq!(cost.date, Some(date(2024, 1, 15)));
841        assert_eq!(cost.label, Some("lot1".to_string()));
842    }
843
844    #[test]
845    fn test_cost_total() {
846        let cost = Cost::new(dec!(150.00), "USD");
847        let total = cost.total_cost(dec!(10));
848        assert_eq!(total.number, dec!(1500.00));
849        assert_eq!(total.currency, "USD");
850    }
851
852    #[test]
853    fn test_resolve_total_cost_zero_units_returns_none() {
854        // `0 X {{100 USD}}`: a Total cost over zero units. Before the guard,
855        // `total / units.abs()` was `100 / 0`, which PANICKED in `validate`/`pad`
856        // (which call `resolve`). It must now resolve to `None` (uncosted).
857        let spec = CostSpec::empty()
858            .with_number(CostNumber::Total {
859                value: dec!(100.00),
860            })
861            .with_currency("USD");
862        assert_eq!(spec.resolve(Decimal::ZERO, date(2024, 1, 15)), None);
863        // Non-zero units still resolve to the per-unit cost.
864        let cost = spec.resolve(dec!(4), date(2024, 1, 15)).unwrap();
865        assert_eq!(cost.number, dec!(25)); // 100 / 4
866    }
867
868    #[test]
869    fn test_cost_display() {
870        let cost = Cost::new(dec!(150.00), "USD")
871            .with_date(date(2024, 1, 15))
872            .with_label("lot1");
873        let s = format!("{cost}");
874        assert!(s.contains("150.00"));
875        assert!(s.contains("USD"));
876        assert!(s.contains("2024-01-15"));
877        assert!(s.contains("lot1"));
878    }
879
880    /// Exact-format regression covering both fixes in this PR:
881    /// - leading space inside `{` (matches Beancount Position.__str__)
882    /// - special-character escaping in labels via `format::escape_string`
883    #[test]
884    fn test_cost_display_escapes_special_characters_in_label() {
885        // Bare per-unit cost — pin the leading-space form.
886        let bare = Cost::new(dec!(520), "USD");
887        assert_eq!(format!("{bare}"), "{ 520 USD}");
888
889        // With date.
890        let dated = Cost::new(dec!(520.00), "USD").with_date(date(2024, 1, 15));
891        assert_eq!(format!("{dated}"), "{ 520.00 USD, 2024-01-15}");
892
893        // Embedded double-quote.
894        let quoted = Cost::new(dec!(100.00), "USD")
895            .with_date(date(2024, 1, 15))
896            .with_label("say \"hi\"");
897        assert_eq!(
898            format!("{quoted}"),
899            "{ 100.00 USD, 2024-01-15, \"say \\\"hi\\\"\"}"
900        );
901
902        // Embedded backslash.
903        let backslash = Cost::new(dec!(50.00), "USD").with_label("path\\to\\lot");
904        assert_eq!(
905            format!("{backslash}"),
906            "{ 50.00 USD, \"path\\\\to\\\\lot\"}"
907        );
908
909        // Embedded newline.
910        let newline = Cost::new(dec!(75.00), "USD").with_label("line1\nline2");
911        assert_eq!(format!("{newline}"), "{ 75.00 USD, \"line1\\nline2\"}");
912
913        // Plain label still works (no escaping changes for safe chars).
914        let plain = Cost::new(dec!(540.00), "USD")
915            .with_date(date(2024, 2, 15))
916            .with_label("lot-A");
917        assert_eq!(format!("{plain}"), "{ 540.00 USD, 2024-02-15, \"lot-A\"}");
918    }
919
920    #[test]
921    fn test_cost_spec_empty() {
922        let spec = CostSpec::empty();
923        assert!(spec.is_empty());
924    }
925
926    #[test]
927    fn test_cost_spec_matches() {
928        let cost = Cost::new(dec!(150.00), "USD")
929            .with_date(date(2024, 1, 15))
930            .with_label("lot1");
931
932        // Empty spec matches everything
933        assert!(CostSpec::empty().matches(&cost));
934
935        // Match by number
936        let spec = CostSpec::empty().with_number(crate::CostNumber::PerUnit {
937            value: dec!(150.00),
938        });
939        assert!(spec.matches(&cost));
940
941        // Wrong number
942        let spec = CostSpec::empty().with_number(crate::CostNumber::PerUnit {
943            value: dec!(160.00),
944        });
945        assert!(!spec.matches(&cost));
946
947        // Match by currency
948        let spec = CostSpec::empty().with_currency("USD");
949        assert!(spec.matches(&cost));
950
951        // Match by date
952        let spec = CostSpec::empty().with_date(date(2024, 1, 15));
953        assert!(spec.matches(&cost));
954
955        // Match by label
956        let spec = CostSpec::empty().with_label("lot1");
957        assert!(spec.matches(&cost));
958
959        // Match by all
960        let spec = CostSpec::empty()
961            .with_number(crate::CostNumber::PerUnit {
962                value: dec!(150.00),
963            })
964            .with_currency("USD")
965            .with_date(date(2024, 1, 15))
966            .with_label("lot1");
967        assert!(spec.matches(&cost));
968    }
969
970    #[test]
971    fn test_cost_spec_resolve() {
972        let spec = CostSpec::empty()
973            .with_number(crate::CostNumber::PerUnit {
974                value: dec!(150.00),
975            })
976            .with_currency("USD");
977
978        let cost = spec.resolve(dec!(10), date(2024, 1, 15)).unwrap();
979        assert_eq!(cost.number, dec!(150.00));
980        assert_eq!(cost.currency, "USD");
981        assert_eq!(cost.date, Some(date(2024, 1, 15)));
982    }
983
984    #[test]
985    fn test_cost_spec_resolve_total() {
986        let spec = CostSpec::empty()
987            .with_number(crate::CostNumber::Total {
988                value: dec!(1500.00),
989            })
990            .with_currency("USD");
991
992        let cost = spec.resolve(dec!(10), date(2024, 1, 15)).unwrap();
993        assert_eq!(cost.number, dec!(150.00)); // 1500 / 10
994        assert_eq!(cost.currency, "USD");
995    }
996
997    // ===== BookedCost / PerUnitFromTotal tests (#1164) =====
998
999    #[test]
1000    fn booked_cost_new_accepts_consistent_pair() {
1001        // 10 units of "300 total" → 30 per-unit. Constructor must
1002        // accept; debug_assert sees per_unit * |units| == total.
1003        let b = BookedCost::new(dec!(30), dec!(300), dec!(10));
1004        assert_eq!(b.per_unit, dec!(30));
1005        assert_eq!(b.total, dec!(300));
1006    }
1007
1008    #[test]
1009    fn booked_cost_new_accepts_negative_units() {
1010        // Sales (negative units) still produce consistent
1011        // PerUnitFromTotal: per_unit * |units| == total uses .abs().
1012        let b = BookedCost::new(dec!(30), dec!(300), dec!(-10));
1013        assert_eq!(b.per_unit, dec!(30));
1014    }
1015
1016    #[test]
1017    #[should_panic(expected = "BookedCost invariant violated")]
1018    fn booked_cost_new_rejects_inconsistent_pair_in_debug() {
1019        // per_unit (50) * |units| (10) = 500, NOT 300. Invariant must
1020        // fire. Release builds would skip the check by design — this
1021        // test verifies the debug-build safety net.
1022        let _ = BookedCost::new(dec!(50), dec!(300), dec!(10));
1023    }
1024
1025    #[test]
1026    #[should_panic(expected = "requires non-zero units")]
1027    fn booked_cost_new_rejects_zero_units_in_debug() {
1028        // Post-A-3.5/B-3.1: zero units is structurally meaningless
1029        // for the post-booking shape (every per_unit "works" by
1030        // zero-multiplication). `new` debug-asserts and panics;
1031        // `try_new` returns a typed error. The booker never
1032        // constructs PerUnitFromTotal with zero units (see book.rs),
1033        // so this only fires when boundary code forgets to validate.
1034        let _ = BookedCost::new(dec!(7), dec!(99), dec!(0));
1035    }
1036
1037    #[test]
1038    fn booked_cost_from_archive_bytes_trusted_skips_invariant() {
1039        // rkyv deserialization uses this when units aren't at hand.
1040        // Constructs the inconsistent pair without panicking —
1041        // verifying it's truly unchecked. Plugin / FFI ingress code
1042        // must NOT use this path; they get `try_new`.
1043        let b = BookedCost::from_archive_bytes_trusted(dec!(50), dec!(300));
1044        assert_eq!(b.per_unit, dec!(50));
1045        assert_eq!(b.total, dec!(300));
1046    }
1047
1048    #[test]
1049    fn booked_cost_from_fuzz_unchecked_skips_invariant() {
1050        // Fuzz harness uses this to generate pathological inputs that
1051        // stress trust-boundary code in convert bridges. Distinct
1052        // from the archive constructor at the source level so grep
1053        // can identify each kind of bypass.
1054        let b = BookedCost::from_fuzz_unchecked(dec!(999999), dec!(0.01));
1055        assert_eq!(b.per_unit, dec!(999999));
1056        assert_eq!(b.total, dec!(0.01));
1057    }
1058
1059    #[test]
1060    fn booked_cost_try_new_rejects_inconsistent_pair_with_diagnostic() {
1061        // Trust-boundary constructor must return a typed error for
1062        // inconsistent pairs. 10 units × 50/u = 500, not 999.
1063        let err = BookedCost::try_new(dec!(50), dec!(999), dec!(10))
1064            .expect_err("expected invariant error for inconsistent input");
1065        assert_eq!(err.per_unit, dec!(50));
1066        assert_eq!(err.total, dec!(999));
1067        assert_eq!(err.units, dec!(10));
1068        assert_eq!(err.derived_total, dec!(500));
1069        assert_eq!(err.abs_diff, dec!(499));
1070        assert!(err.tolerance.is_some(), "tolerance must be reported");
1071        assert!(!err.overflow, "this case is mismatch, not overflow");
1072
1073        // Display includes both supplied and derived values for
1074        // plugin-author diagnostics.
1075        let msg = format!("{err}");
1076        assert!(msg.contains("50") && msg.contains("999") && msg.contains("500"));
1077    }
1078
1079    #[test]
1080    fn booked_cost_try_new_rejects_zero_units() {
1081        // Pre-fix the zero-units case short-circuited to "valid",
1082        // defeating the trust-boundary guard at every input bridge
1083        // (review B-3.1). PerUnitFromTotal is structurally
1084        // meaningless for zero units — every per_unit "works" by
1085        // zero-multiplication. Reject explicitly with `tolerance:
1086        // None` so callers can distinguish this from a numeric
1087        // mismatch.
1088        let err = BookedCost::try_new(dec!(999999), dec!(0.01), dec!(0))
1089            .expect_err("zero units must be rejected, not silently accepted");
1090        assert!(err.tolerance.is_none(), "zero-units error has no tolerance");
1091        assert!(!err.overflow, "this is zero-units, not overflow");
1092        assert!(format!("{err}").contains("non-zero units"));
1093    }
1094
1095    #[test]
1096    fn booked_cost_try_new_accepts_consistent_pair() {
1097        let result = BookedCost::try_new(dec!(50), dec!(500), dec!(10));
1098        assert!(result.is_ok());
1099    }
1100
1101    #[test]
1102    #[should_panic(expected = "overflow")]
1103    fn booked_cost_new_panics_in_debug_on_overflow() {
1104        // `BookedCost::new` debug-asserts the invariant. Overflow
1105        // should reach the assertion via `check_invariant`'s Err, then
1106        // panic with a message that names the failure mode — same
1107        // contract as the existing zero-units / mismatch debug
1108        // asserts. Without this test, a future refactor of
1109        // `check_invariant`'s error path could swallow the overflow
1110        // case at the `new` call site (e.g. by short-circuiting to
1111        // Ok or by using a different Display) and the `new`-side
1112        // contract would degrade silently. Inputs: 5e15 × 5e15 →
1113        // 2.5e31, which exceeds Decimal::MAX (~7.92e28).
1114        let huge = Decimal::from_str_exact("5000000000000000").unwrap();
1115        let _ = BookedCost::new(huge, Decimal::from_str_exact("0.01").unwrap(), huge);
1116    }
1117
1118    #[test]
1119    fn booked_cost_try_new_surfaces_overflow_instead_of_panicking() {
1120        // Trust-boundary regression guard: a wire client can submit
1121        // per_unit and units that each fit in Decimal but whose product
1122        // exceeds Decimal::MAX (~7.92e28). Pre-fix `check_invariant`
1123        // used bare `*` and panicked the host on multiplication;
1124        // `try_new` now surfaces it as a typed error so FFI / plugin
1125        // bridges can map it to ConversionError and propagate to the
1126        // caller. Inputs: 5e15 × 5e15 = 2.5e31, well over Decimal::MAX.
1127        let per_unit = Decimal::from_str_exact("5000000000000000").unwrap();
1128        let units = Decimal::from_str_exact("5000000000000000").unwrap();
1129        let total = Decimal::from_str_exact("0.01").unwrap();
1130        let err = BookedCost::try_new(per_unit, total, units)
1131            .expect_err("overflow must surface as Err, not panic");
1132        assert!(err.overflow, "overflow flag must be set");
1133        assert!(
1134            err.tolerance.is_none(),
1135            "no tolerance comparison performed for overflow",
1136        );
1137        assert_eq!(err.derived_total, Decimal::ZERO);
1138        assert_eq!(err.abs_diff, Decimal::ZERO);
1139
1140        let msg = format!("{err}");
1141        assert!(
1142            msg.contains("overflow") || msg.contains("Decimal::MAX"),
1143            "error message must name the overflow condition, got: {msg}"
1144        );
1145    }
1146
1147    #[test]
1148    fn booked_cost_invariant_tolerates_rust_decimal_rounding() {
1149        // The booker computes per_unit = total / |units| at 28-digit
1150        // precision; back-multiplying truncates the same way. The
1151        // tolerance must accommodate the ULP-scale residual that real
1152        // ledgers exercise — the original tight 1e-20 floor fired
1153        // spuriously on cases like 300 / 1.763.
1154        let total = dec!(300);
1155        let units = dec!(1.763);
1156        let per_unit = total / units;
1157        // This must NOT panic.
1158        let _ = BookedCost::new(per_unit, total, units);
1159    }
1160
1161    #[test]
1162    fn cost_number_per_unit_accessor() {
1163        assert_eq!(
1164            CostNumber::PerUnit { value: dec!(150) }.per_unit(),
1165            Some(dec!(150))
1166        );
1167        assert_eq!(CostNumber::Total { value: dec!(1500) }.per_unit(), None);
1168        let b = BookedCost::new(dec!(30), dec!(300), dec!(10));
1169        assert_eq!(CostNumber::PerUnitFromTotal(b).per_unit(), Some(dec!(30)));
1170    }
1171
1172    #[test]
1173    fn cost_number_total_accessor() {
1174        assert_eq!(CostNumber::PerUnit { value: dec!(150) }.total(), None);
1175        assert_eq!(
1176            CostNumber::Total { value: dec!(1500) }.total(),
1177            Some(dec!(1500))
1178        );
1179        let b = BookedCost::new(dec!(30), dec!(300), dec!(10));
1180        assert_eq!(CostNumber::PerUnitFromTotal(b).total(), Some(dec!(300)));
1181    }
1182
1183    #[test]
1184    fn cost_spec_resolve_per_unit_from_total_uses_per_unit_directly() {
1185        // Verifies the documented optimization: by `BookedCost::new`'s
1186        // invariant, b.per_unit == b.total / |units|, so resolve()
1187        // returns b.per_unit without redivision. The result must equal
1188        // what the `Total` arm would have computed.
1189        let b = BookedCost::new(dec!(30), dec!(300), dec!(10));
1190        let spec = CostSpec::empty()
1191            .with_number(CostNumber::PerUnitFromTotal(b))
1192            .with_currency("USD");
1193
1194        let cost = spec.resolve(dec!(10), date(2024, 1, 15)).unwrap();
1195        assert_eq!(cost.number, dec!(30));
1196        assert_eq!(cost.currency, "USD");
1197
1198        // Same shape via raw Total → same number after division.
1199        let total_spec = CostSpec::empty()
1200            .with_number(crate::CostNumber::Total { value: dec!(300) })
1201            .with_currency("USD");
1202        let total_cost = total_spec.resolve(dec!(10), date(2024, 1, 15)).unwrap();
1203        assert_eq!(cost.number, total_cost.number);
1204    }
1205
1206    #[test]
1207    fn cost_spec_matches_per_unit_from_total() {
1208        // PerUnitFromTotal must match against a Cost by its per-unit
1209        // value (the lot's canonical number) — this is what lot
1210        // reduction code path needs.
1211        let cost = Cost::new(dec!(150.00), "USD")
1212            .with_date(date(2024, 1, 15))
1213            .with_label("lot1");
1214
1215        let b = BookedCost::new(dec!(150), dec!(300), dec!(2));
1216        let spec = CostSpec::empty().with_number(CostNumber::PerUnitFromTotal(b));
1217        assert!(spec.matches(&cost));
1218
1219        // Wrong per-unit: must not match.
1220        let wrong = BookedCost::new(dec!(160), dec!(320), dec!(2));
1221        let wrong_spec = CostSpec::empty().with_number(CostNumber::PerUnitFromTotal(wrong));
1222        assert!(!wrong_spec.matches(&cost));
1223    }
1224
1225    #[test]
1226    fn cost_number_serde_emits_kind_tagged_shape() {
1227        // The unified wire shape across plugin-types, FFI-WASI, WASM,
1228        // and Python compat is `{"kind": "per_unit", "value": "100"}`
1229        // etc. This test pins that crate::CostNumber serde
1230        // matches — silent drift here breaks every downstream client.
1231        let pu = CostNumber::PerUnit { value: dec!(100) };
1232        let json = serde_json::to_value(pu).unwrap();
1233        assert_eq!(json["kind"], "per_unit", "PerUnit must use kind tag");
1234
1235        let t = CostNumber::Total { value: dec!(1500) };
1236        let json = serde_json::to_value(t).unwrap();
1237        assert_eq!(json["kind"], "total");
1238
1239        let b = BookedCost::new(dec!(150), dec!(300), dec!(2));
1240        let puft = CostNumber::PerUnitFromTotal(b);
1241        let json = serde_json::to_value(puft).unwrap();
1242        assert_eq!(json["kind"], "per_unit_from_total");
1243        assert_eq!(json["per_unit"], "150");
1244        assert_eq!(json["total"], "300");
1245    }
1246
1247    #[test]
1248    fn cost_number_serde_round_trip() {
1249        // The cross-language wire contract is only honored if Rust
1250        // can also deserialize what it serialized. Pin the round-trip.
1251        for cn in [
1252            CostNumber::PerUnit { value: dec!(42) },
1253            CostNumber::Total { value: dec!(420) },
1254            CostNumber::PerUnitFromTotal(BookedCost::new(dec!(150), dec!(300), dec!(2))),
1255        ] {
1256            let json = serde_json::to_string(&cn).unwrap();
1257            let back: CostNumber = serde_json::from_str(&json).unwrap();
1258            assert_eq!(cn, back, "round trip lost data for {cn:?}");
1259        }
1260    }
1261
1262    #[cfg(feature = "rkyv")]
1263    #[test]
1264    fn cost_number_rkyv_round_trip_preserves_all_variants() {
1265        // Cache v8 docstring claims tuple→struct variant migration is
1266        // byte-compatible (review A-4.1). Verify by round-tripping
1267        // each variant through rkyv archive bytes — if the
1268        // serialize/deserialize pair loses info or panics, the cache
1269        // claim is wrong and v8 must bump to v9.
1270        for cn in [
1271            CostNumber::PerUnit { value: dec!(150) },
1272            CostNumber::Total { value: dec!(1500) },
1273            CostNumber::PerUnitFromTotal(BookedCost::new(dec!(30), dec!(300), dec!(10))),
1274        ] {
1275            let bytes = rkyv::to_bytes::<rkyv::rancor::Error>(&cn).unwrap();
1276            let back: CostNumber =
1277                rkyv::from_bytes::<CostNumber, rkyv::rancor::Error>(&bytes).unwrap();
1278            assert_eq!(cn, back, "rkyv round-trip lost data for variant {cn:?}");
1279        }
1280    }
1281
1282    #[cfg(feature = "rkyv")]
1283    #[test]
1284    fn cost_number_archived_bytes_snapshot() {
1285        // Layout snapshot: if rkyv's encoding ever changes (version
1286        // upgrade, attribute change, or accidental shape drift), this
1287        // test fires and CACHE_VERSION must bump (review A-4.1).
1288        // Each archived byte sequence is a fixed contract — any change
1289        // means existing cache files on user disks become invalid.
1290        let per_unit = CostNumber::PerUnit { value: dec!(150) };
1291        let per_unit_bytes = rkyv::to_bytes::<rkyv::rancor::Error>(&per_unit).unwrap();
1292        assert!(
1293            !per_unit_bytes.is_empty(),
1294            "PerUnit must serialize to non-empty bytes"
1295        );
1296
1297        let total = CostNumber::Total { value: dec!(1500) };
1298        let total_bytes = rkyv::to_bytes::<rkyv::rancor::Error>(&total).unwrap();
1299        assert!(!total_bytes.is_empty());
1300
1301        // Critical pin: PerUnit and Total of the same numeric value
1302        // serialize to different bytes (the discriminator must be
1303        // distinct). If they collide, the cache cannot distinguish
1304        // `{150 USD}` from `{{150 USD}}`.
1305        let pu_same = CostNumber::PerUnit { value: dec!(1500) };
1306        let pu_same_bytes = rkyv::to_bytes::<rkyv::rancor::Error>(&pu_same).unwrap();
1307        assert_ne!(
1308            total_bytes.as_ref(),
1309            pu_same_bytes.as_ref(),
1310            "PerUnit and Total of the same value must serialize distinctly"
1311        );
1312
1313        // PerUnitFromTotal must also be distinct from PerUnit-only.
1314        let booked = CostNumber::PerUnitFromTotal(BookedCost::new(dec!(150), dec!(300), dec!(2)));
1315        let booked_bytes = rkyv::to_bytes::<rkyv::rancor::Error>(&booked).unwrap();
1316        let pu_only = CostNumber::PerUnit { value: dec!(150) };
1317        let pu_only_bytes = rkyv::to_bytes::<rkyv::rancor::Error>(&pu_only).unwrap();
1318        assert_ne!(
1319            booked_bytes.as_ref(),
1320            pu_only_bytes.as_ref(),
1321            "PerUnitFromTotal and PerUnit must serialize distinctly (preserved total is load-bearing)"
1322        );
1323    }
1324
1325    // Frozen byte fixtures for the v8 cache layout live alongside
1326    // CACHE_VERSION in `rustledger-loader::cache::tests` so the
1327    // version constant and the on-disk byte layout sit in one place
1328    // — see `cost_number_archived_bytes_match_v8_fixtures` there.
1329
1330    #[test]
1331    fn cost_spec_display_renders_per_unit_from_total_as_per_unit() {
1332        // Python-beancount compat: post-booking display uses per-unit
1333        // form even though source was `{{...}}`. This pins the
1334        // documented format-amount.rs behavior.
1335        let b = BookedCost::new(dec!(150), dec!(300), dec!(2));
1336        let spec = CostSpec::empty()
1337            .with_number(CostNumber::PerUnitFromTotal(b))
1338            .with_currency("USD");
1339        let s = format!("{spec}");
1340        // Per-unit form: just the per_unit value, not `# total`.
1341        assert!(s.contains("150"), "expected per-unit 150 in {s}");
1342        assert!(!s.contains("# 300"), "must NOT render as `# total` ({s})");
1343    }
1344}