public override Cell[] GetCellArray( InstanceReport report )
{
Cell[] values = new Cell[ report.Rows.Count ];
for( int r = 0; r < values.Length; r++ )
{
values[ r ] = report.Rows[ r ].Cells.Find( ( c ) => c.Id == this.Id );
}
return values;
}
public void TestRowLevelPromotions_4()
{
InstanceReport thisReport = new InstanceReport();
//[1] [2] [1],[2] NULL [3],[4] --> NOTHING promoted
InstanceReportRow thisRow = new InstanceReportRow();
thisRow.Label = "Row 1";
thisRow.Id = 1;
Cell c0 = new Cell(0);
c0.IsNumeric = true;
c0.FootnoteIndexer = "[1]";
thisRow.Cells.Add(c0);
Cell c1 = new Cell(1);
c1.IsNumeric = true;
c1.FootnoteIndexer = "[2]";
thisRow.Cells.Add(c1);
Cell c2 = new Cell(2);
c2.IsNumeric = true;
c2.FootnoteIndexer = "[1],[2]";
thisRow.Cells.Add(c2);
Cell c3 = new Cell(3);
c3.IsNumeric = false;
thisRow.Cells.Add(c3);
Cell c4 = new Cell(4);
c4.IsNumeric = true;
c4.FootnoteIndexer = "[3],[4]";
thisRow.Cells.Add(c4);
thisReport.Rows.Add(thisRow);
thisReport.PromoteFootnotes();
Console.WriteLine("Row level index = " + thisRow.FootnoteIndexer);
foreach (Cell c in thisRow.Cells)
{
Console.WriteLine(c.Id + " Cell level index = " + c.FootnoteIndexer);
}
Assert.IsTrue(thisRow.FootnoteIndexer == "");
Assert.IsTrue((thisRow.Cells[0] as Cell).FootnoteIndexer == "[1]");
Assert.IsTrue((thisRow.Cells[1] as Cell).FootnoteIndexer == "[2]");
Assert.IsTrue((thisRow.Cells[2] as Cell).FootnoteIndexer == "[1],[2]");
Assert.IsTrue((thisRow.Cells[3] as Cell).FootnoteIndexer == "");
Assert.IsTrue((thisRow.Cells[4] as Cell).FootnoteIndexer == "[3],[4]");
}
public void TestRowLevelPromotions_1()
{
InstanceReport thisReport = new InstanceReport();
//[1], [1], [1], [1], NULL --> [1] promoted
InstanceReportRow thisRow = new InstanceReportRow();
thisRow.Label = "Row 1";
thisRow.Id = 1;
for (int index = 0; index <= 3; index++)
{
Cell c = new Cell(index);
c.IsNumeric = true;
c.NumericAmount = 100;
c.FootnoteIndexer = "[1]";
thisRow.Cells.Add(c);
}
Cell c4 = new Cell(4);
c4.IsNumeric = false;
thisRow.Cells.Add(c4);
thisReport.Rows.Add(thisRow);
thisReport.PromoteFootnotes();
Console.WriteLine ("Row level index = " + thisRow.FootnoteIndexer);
foreach (Cell c in thisRow.Cells)
{
Console.WriteLine(c.Id + " Cell level index = " + c.FootnoteIndexer);
}
Assert.IsTrue(thisRow.FootnoteIndexer == "[1]");
for (int index = 0; index <= 3; index++)
{
Cell c1 = thisRow.Cells[index] as Cell;
Assert.IsTrue(String.IsNullOrEmpty(c1.FootnoteIndexer));
}
}
public void TestColumnLevelPromotions_3()
{
InstanceReport thisReport = new InstanceReport();
InstanceReportColumn irc1 = new InstanceReportColumn();
InstanceReportColumn irc2 = new InstanceReportColumn();
//c0: [1],[2] [1],[2] [1],[2] [1],[2],[3] [1],[2] --> [1],[2]
//c1: [4], [5], [6], [7], [8] --> NULL
irc1.Id = 1;
thisReport.Columns.Add(irc1);
irc2.Id = 2;
thisReport.Columns.Add(irc2);
for (int index = 0; index <= 4; index++)
{
InstanceReportRow irr = new InstanceReportRow();
irr.Id = index + 1;
Cell c1 = new Cell(1);
irr.Cells.Add(c1);
Cell c2 = new Cell(2);
irr.Cells.Add(c2);
thisReport.Rows.Add(irr);
}
(thisReport.Rows[0].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[0].Cells[0] as Cell).FootnoteIndexer = "[1],[2]";
(thisReport.Rows[1].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[1].Cells[0] as Cell).FootnoteIndexer = "[1],[2]";
(thisReport.Rows[2].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[2].Cells[0] as Cell).FootnoteIndexer = "[1],[2]";
(thisReport.Rows[3].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[3].Cells[0] as Cell).FootnoteIndexer = "[1],[2],[3]";
(thisReport.Rows[4].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[4].Cells[0] as Cell).FootnoteIndexer = "[1],[2]";
(thisReport.Rows[0].Cells[1] as Cell).IsNumeric = true;
(thisReport.Rows[0].Cells[1] as Cell).FootnoteIndexer = "[4]";
(thisReport.Rows[1].Cells[1] as Cell).IsNumeric = true;
(thisReport.Rows[1].Cells[1] as Cell).FootnoteIndexer = "[5]";
(thisReport.Rows[2].Cells[1] as Cell).IsNumeric = true;
(thisReport.Rows[2].Cells[1] as Cell).FootnoteIndexer = "[6]";
(thisReport.Rows[3].Cells[1] as Cell).IsNumeric = true;
(thisReport.Rows[3].Cells[1] as Cell).FootnoteIndexer = "[7]";
(thisReport.Rows[4].Cells[1] as Cell).IsNumeric = true;
(thisReport.Rows[4].Cells[1] as Cell).FootnoteIndexer = "[8]";
thisReport.PromoteFootnotes();
Console.WriteLine("Column 1 level index = " + irc1.FootnoteIndexer);
Console.WriteLine("Column 2 level index = " + irc2.FootnoteIndexer);
foreach (InstanceReportRow irr in thisReport.Rows)
{
Cell c1 = irr.Cells[0] as Cell;
Console.WriteLine(c1.Id + " Cell level index = " + c1.FootnoteIndexer);
Cell c2 = irr.Cells[1] as Cell;
Console.WriteLine(c2.Id + " Cell level index = " + c2.FootnoteIndexer);
}
Assert.IsTrue(irc1.FootnoteIndexer == "[1],[2]");
Assert.IsTrue(irc2.FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[0].Cells[0] as Cell).FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[1].Cells[0] as Cell).FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[2].Cells[0] as Cell).FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[3].Cells[0] as Cell).FootnoteIndexer == "[3]");
Assert.IsTrue((thisReport.Rows[4].Cells[0] as Cell).FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[0].Cells[1] as Cell).FootnoteIndexer == "[4]");
Assert.IsTrue((thisReport.Rows[1].Cells[1] as Cell).FootnoteIndexer == "[5]");
Assert.IsTrue((thisReport.Rows[2].Cells[1] as Cell).FootnoteIndexer == "[6]");
Assert.IsTrue((thisReport.Rows[3].Cells[1] as Cell).FootnoteIndexer == "[7]");
Assert.IsTrue((thisReport.Rows[4].Cells[1] as Cell).FootnoteIndexer == "[8]");
}
public abstract void ReplaceCell( InstanceReport report, int cellIndex, Cell cell );
/// <summary>
/// Replace a cell at a specific location within the <see
/// cref="InstanceReportRow"/>.
/// </summary>
/// <param name="report">Unused.</param>
/// <param name="cellIndex">The index at which to perform the cell
/// replacement.</param>
/// <param name="cell">The new cell.</param>
public override void ReplaceCell( InstanceReport report, int cellIndex, Cell cell )
{
this.Cells.RemoveAt( cellIndex );
this.Cells.Insert( cellIndex, cell );
}
/// <summary>
/// Checks <paramref name="report"/>.AxisMembersByPresentation for the segments used by <paramref name="c"/>.Markup
/// </summary>
/// <param name="report">The <see cref="InstanceReport"/> providing the axis members.</param>
/// <param name="c">The cell to check (and thus c.Markup)</param>
/// <returns>True on success, false on fail.</returns>
private bool CellExistsInPresentation( InstanceReport report, Cell c )
{
foreach( Segment cellSegment in c.Markup.contextRef.Segments )
{
List<Segment> members;
if( !report.AxisMembersByPresentation.TryGetValue( cellSegment.DimensionInfo.dimensionId, out members ) )
{
//this member is not in the presentation, therefore this column should not be on this report.
return false;
}
bool found = false;
foreach( Segment reportSegment in members )
{
if( string.Equals( cellSegment.DimensionInfo.Id, reportSegment.DimensionInfo.Id ) )
{
cellSegment.ValueName = reportSegment.ValueName;
found = true;
break;
}
}
if( !found )
{
Element el = this.currentTaxonomy.AllElements[ cellSegment.DimensionInfo.Id ] as Element;
if( el != null )
{
bool wasIdDifferent = !string.Equals( cellSegment.DimensionInfo.Id, el.Id );
bool isTaxonomyIdSame = string.Equals( cellSegment.DimensionInfo.Id, el.GetNameWithNamespacePrefix() );
if( isTaxonomyIdSame && wasIdDifferent )
{
cellSegment.DimensionInfo.Id = el.Id;
found = true;
}
}
}
if( !found )
return false;
}
return true;
}
private void InitializeTestInstanceReportCommonSegment()
{
this.Columns.Clear();
this.Rows.Clear();
Segment sharedSegment = new Segment("SharedSeg", "Shared Segment", "Shared Segment Value");
sharedSegment.DimensionInfo = new ContextDimensionInfo();
sharedSegment.DimensionInfo.Id = "SharedSegmentAxis";
sharedSegment.DimensionInfo.dimensionId = "SharedSegmentMember";
//Add reporting periods to columns for testing MergeInstanceAndDuration
InstanceReportColumn irc = new InstanceReportColumn();
ContextProperty cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2006, 10, 1);
cp.PeriodEndDate = new DateTime(2006, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu0", cp);
cp.Segments.Add(sharedSegment);
LabelLine ll = new LabelLine(0, string.Format("{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString()));
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2007, 10, 1);
cp.PeriodEndDate = new DateTime(2007, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu1", cp);
cp.Segments.Add(sharedSegment);
ll = new LabelLine(0, string.Format("{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString()));
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2007, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
irc.MCU = new MergedContextUnitsWrapper("mcu2", cp);
cp.Segments.Add(sharedSegment);
ll = new LabelLine(0, cp.PeriodStartDate.ToShortDateString());
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2006, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
irc.MCU = new MergedContextUnitsWrapper("mcu3", cp);
cp.Segments.Add(sharedSegment);
ll = new LabelLine(0, cp.PeriodStartDate.ToShortDateString());
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2008, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
cp.Segments.Add(sharedSegment);
irc.MCU = new MergedContextUnitsWrapper("mcu4", cp);
ll = new LabelLine(0, cp.PeriodStartDate.ToShortDateString());
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2008, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
cp.Segments.Add(sharedSegment);
irc.MCU = new MergedContextUnitsWrapper("mcu5", cp);
ll = new LabelLine(0, cp.PeriodStartDate.ToShortDateString());
irc.Labels.Add(ll);
cp.Segments.Add(sharedSegment);
irc.Labels.Add(new LabelLine(1, "Segment One"));
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2008, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
cp.Segments.Add(sharedSegment);
irc.MCU = new MergedContextUnitsWrapper("mcu6", cp);
ll = new LabelLine(0, cp.PeriodStartDate.ToShortDateString());
irc.Labels.Add(ll);
cp.Segments.Add(sharedSegment);
irc.Labels.Add(new LabelLine(2, "Segment Two"));
this.Columns.Add(irc);
InstanceReportRow irr = new InstanceReportRow("Test Elem", 7);
irr.ElementName = "Test Elem";
for (int i = 0; i < 7; i++)
{
Cell cell = new Cell();
cell.NumericAmount = (decimal)((i + 1) * 10.0);
irr.Cells.Add(cell);
}
this.Rows.Add(irr);
}
public bool ValueEquals( Cell rc, ref List<string> diffs )
{
bool ret = true;
if( this.DisplayZeroAsNone != rc.DisplayZeroAsNone )
{
ret = false;
if( diffs != null )
diffs.Add( "DisplayZeroAsNone" );
else
return ret;
}
if( this.FootnoteIndexer != rc.FootnoteIndexer )
{
ret = false;
if( diffs != null )
diffs.Add( "FootnoteIndexer" );
else
return ret;
}
if( this.IsNumeric != rc.IsNumeric )
{
ret = false;
if( diffs != null )
diffs.Add( "IsNumeric" );
else
return ret;
}
if( this.IsRatio != rc.IsRatio )
{
ret = false;
if( diffs != null )
diffs.Add( "IsRatio" );
else
return ret;
}
if( this.NonNumbericText != rc.NonNumbericText )
{
ret = false;
if( diffs != null )
diffs.Add( "NonNumbericText" );
else
return ret;
}
if( this.NumericAmount != rc.NumericAmount )
{
ret = false;
if( diffs != null )
diffs.Add( "NumericAmount" );
else
return ret;
}
if( this.RoundedNumericAmount != rc.RoundedNumericAmount )
{
ret = false;
if( diffs != null )
diffs.Add( "RoundedNumericAmount" );
else
return ret;
}
if( this.ShowCurrencySymbol != rc.ShowCurrencySymbol )
{
ret = false;
if( diffs != null )
diffs.Add( "ShowCurrencySymbol" );
else
return ret;
}
if( this.IsIndependantCurrency != rc.IsIndependantCurrency )
{
if( this.ShowCurrencySymbol != rc.ShowCurrencySymbol )
{
ret = false;
if( diffs != null )
diffs.Add( "IsIndependantCurrency" );
else
return ret;
}
}
if( this.DisplayDateInUSFormat != rc.DisplayDateInUSFormat && !this.IsNumeric )
{
if( !( this.IsNil || string.IsNullOrEmpty( this.NonNumbericText ) ) )
{
ret = false;
if( diffs != null )
diffs.Add( "DisplayDateInUSFormat" );
else
return ret;
}
}
if( rc.ShowCurrencySymbol )
{
if( this.CurrencyCode != rc.CurrencyCode )
{
ret = false;
if( diffs != null )
diffs.Add( "CurrencyCode" );
else
return ret;
}
if( this.CurrencySymbol != rc.CurrencySymbol )
{
ret = false;
if( diffs != null )
diffs.Add( "CurrencySymbol" );
else
return ret;
}
}
return ret;
}
private void SetValues( Cell rc )
{
this.ContextID = rc.ContextID;
this.UnitID = rc.UnitID;
this.DisplayDateInUSFormat = rc.DisplayDateInUSFormat;
this.DisplayZeroAsNone = rc.DisplayZeroAsNone;
this.FootnoteIndexer = rc.FootnoteIndexer;
this.IsNumeric = rc.IsNumeric;
this.IsRatio = rc.IsRatio;
this.NonNumbericText = rc.NonNumbericText;
this.NumericAmount = rc.NumericAmount;
this.RoundedNumericAmount = rc.RoundedNumericAmount;
this.ShowCurrencySymbol = rc.ShowCurrencySymbol;
if( EmbedReport.HasMatch( rc.NonNumbericText ) )
this.EmbeddedReport = EmbedReport.LoadAndParse( rc.NonNumbericText );
}
public bool ValueEquals( Cell rc )
{
List<string> diffs = null;
return ValueEquals( rc, ref diffs );
}
public void AddData( Cell rc )
{
if( rc == null )
return;
// if we don't already have data, it's ok to add it
//if( !this.HasData )
this.SetValues( rc );
}
public static bool IsEmbedded( Cell cell )
{
return cell.HasEmbeddedReport;
}
private void InitializeTestEquityReport()
{
this.Columns.Clear();
this.Rows.Clear();
//Add reporting periods to columns for testing MergeInstanceAndDuration
InstanceReportColumn irc = new InstanceReportColumn();
irc.Id = 0;
ContextProperty cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2006, 10, 1);
cp.PeriodEndDate = new DateTime(2006, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu0", cp);
cp.Segments.Add(new Segment("Segment 1", "Shared One", "Segment One Value"));
LabelLine ll = new LabelLine(0, string.Format("{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString()));
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
irc.Id = 1;
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2007, 10, 1);
cp.PeriodEndDate = new DateTime(2007, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu1", cp);
cp.Segments.Add(new Segment("Segment 1", "Shared One", "Segment One Value"));
ll = new LabelLine(0, string.Format("{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString()));
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
irc.Id = 2;
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2006, 10, 1);
cp.PeriodEndDate = new DateTime(2006, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu0", cp);
cp.Segments.Add(new Segment("Segment 2", "Shared Two", "Segment Two Value"));
ll = new LabelLine(0, string.Format("{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString()));
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
irc.Id = 3;
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2007, 10, 1);
cp.PeriodEndDate = new DateTime(2007, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu1", cp);
cp.Segments.Add(new Segment("Segment 2", "Shared Two", "Segment Two Value"));
ll = new LabelLine(0, string.Format("{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString()));
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
irc.Id = 4;
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2006, 10, 1);
cp.PeriodEndDate = new DateTime(2006, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu0", cp);
cp.Segments.Add(new Segment("Segment 3", "Shared Three", "Segment Three Value"));
ll = new LabelLine(0, string.Format("{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString()));
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
irc.Id = 5;
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2007, 10, 1);
cp.PeriodEndDate = new DateTime(2007, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu1", cp);
cp.Segments.Add(new Segment("Segment 3", "Shared Three", "Segment Three Value"));
ll = new LabelLine(0, string.Format("{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString()));
irc.Labels.Add(ll);
this.Columns.Add(irc);
for (int i = 0; i < 4; i++)
{
InstanceReportRow irr = new InstanceReportRow("Test Elem", 6);
irr.ElementName = "Test Elem";
irr.IsBeginningBalance = (i == 0);
for (int j = 0; j < 6; j++)
{
Cell cell = new Cell();
cell.Id = j;
cell.NumericAmount = (decimal)((j + 1) * 10.0);
irr.Cells.Add(cell);
}
this.Rows.Add(irr);
}
}
/// <summary>
/// Loads data from this.<see cref="currentInstance"/> into dictionaries which will be used across all reports. See this.<see cref="ClearMarkupDictionaries"/>.
/// </summary>
private void PopulateMarkupDictionaries()
{
//globals
this.dar = new DefinitionAndReference();
this.markupCache = new Dictionary<string, List<Cell>>();
this.internalReports = new Dictionary<string, int>( StringComparer.CurrentCultureIgnoreCase );
Dictionary<string,InstanceReportRow> localRowCache = new Dictionary<string, InstanceReportRow>();
Dictionary<string, Dictionary<UnitType, int>> predominantElementTypes = new Dictionary<string, Dictionary<UnitType, int>>();
foreach( MarkupProperty mp in this.currentInstance.markups )
{
if( mp.unitRef != null )
{
switch( mp.unitRef.UnitType )
{
case UnitProperty.UnitTypeCode.Standard:
mp.unitRef.DenominatorMeasure = null;
mp.unitRef.MultiplyMeasures = null;
mp.unitRef.NumeratorMeasure = null;
break;
case UnitProperty.UnitTypeCode.Multiply:
mp.unitRef.DenominatorMeasure = null;
mp.unitRef.NumeratorMeasure = null;
mp.unitRef.StandardMeasure = null;
break;
case UnitProperty.UnitTypeCode.Divide:
mp.unitRef.MultiplyMeasures = null;
mp.unitRef.StandardMeasure = null;
break;
}
}
this.customUnits = new Dictionary<string, int>();
this.unitDictionary = new Dictionary<int, string>();
this.unitDictionary[ (int)UnitType.Other ] = "Other";
this.unitDictionary[ (int)UnitType.Shares ] = "EPS";
this.unitDictionary[ (int)UnitType.Monetary ] = "Monetary";
this.unitDictionary[ (int)UnitType.EPS ] = "EPS";
this.unitDictionary[ (int)UnitType.ExchangeRate ] = "ExchangeRate";
this.CountUnitType( predominantElementTypes, mp );
InstanceReportRow row = null;
Element element = this.currentTaxonomy.AllElements[ mp.elementId ] as Element;
if( !localRowCache.TryGetValue( mp.elementId, out row ) )
{
this.markupCache[ mp.elementId ] = new List<Cell>();
row = new InstanceReportRow();
if( element != null )
{
row.ElementDataType = element.OrigElementType;
row.SimpleDataType = element.MyDataType.ToString().ToLower();
localRowCache[ mp.elementId ] = row;
string def = element.GetDefinition( this.preferredLanguage );
if( string.IsNullOrEmpty( def ) )
{
def = this.GetDocumentationInformation( mp.elementId, this.preferredLanguage );
if( string.IsNullOrEmpty( def ) )
def = InstanceUtils._noAuthRefAvailable;
}
string @ref = null;
if( !element.TryGetReferences( out @ref ) || string.IsNullOrEmpty( @ref ) )
{
@ref = this.GetReferenceInformation( mp.elementId );
if( string.IsNullOrEmpty( @ref ) )
@ref = InstanceUtils._noDefAvailable;
}
this.dar.Add( element.Id, def, @ref );
}
else
{
row.SimpleDataType = "na";
}
}
//populate this.markupCache
Cell cell = new Cell( mp );
if( row != null )
{
if( row.IsNumericDataType )
{
if( decimal.TryParse( cell.NonNumbericText, out cell.NumericAmount ) )
{
cell.IsNumeric = true;
cell.NonNumbericText = string.Empty;
}
}
else if( element != null )
{
string newValue;
if( this.TryGetW3CDuration( element, cell.NonNumbericText, out newValue ) )
{
cell.NonNumbericText = newValue;
}
else if( cell.NonNumbericText.Contains( "~" ) && EmbedReport.ROLE_COMMAND_SPLITTER.IsMatch( cell.NonNumbericText ) )
{
if( EmbedReport.HasMatch( cell.NonNumbericText ) )
{
string embedWarning = string.Empty;
cell.EmbeddedReport = EmbedReport.LoadAndParse( cell.NonNumbericText, out embedWarning );
if( !string.IsNullOrEmpty( embedWarning ) )
this.WriteEmbedWarning( row, element, cell, embedWarning );
if( !this.internalReports.ContainsKey( cell.EmbeddedReport.Role ) )
this.internalReports[ cell.EmbeddedReport.Role ] = 0;
this.internalReports[ cell.EmbeddedReport.Role ]++;
}
else
{
const string INCORRECT_FORMAT_WARNING = @"Warning: Incorrectly formatted embedding in Element ""[Unknown Element]"" with UnitID ""[Unknown UnitID]"" and contextID ""[Unknown ContextID]"".";
this.WriteEmbedWarning( row, element, cell, INCORRECT_FORMAT_WARNING );
}
}
}
}
this.markupCache[ mp.elementId ].Add( cell );
}
//now that we have collected all of the types an element is used like,
//take the most used type and remember it
this.elementUnitTypes = new Dictionary<string, UnitType>();
foreach( string elementID in predominantElementTypes.Keys )
{
int lastCount = 0;
foreach( KeyValuePair<UnitType, int> unitType in predominantElementTypes[ elementID ] )
{
if( lastCount < unitType.Value )
{
lastCount = unitType.Value;
this.elementUnitTypes[ elementID ] = unitType.Key;
}
}
}
//populate this.elementRounding
this.elementRounding = new Dictionary<string, Dictionary<string, Precision>>();
foreach( KeyValuePair<string, List<Cell>> markups in this.markupCache )
{
bool hasSegments;
int previousPrecision = int.MinValue;
int previousPrecisionSegmented = int.MinValue;
this.elementRounding[ markups.Key ] = new Dictionary<string, Precision>();
Dictionary<int, int> uniqueDecimalValues = new Dictionary<int, int>();
foreach( Cell cell in markups.Value )
{
Precision p = InstanceUtils.WritePrecision( cell.Markup, ref previousPrecision, ref previousPrecisionSegmented, out hasSegments );
if( p != null )
{
uniqueDecimalValues[ p.NumberOfDigits ] = 1;
if( hasSegments )
this.elementRounding[ cell.Markup.elementId ][ InstanceUtils._PrecisionSegmented ] = p;
else
this.elementRounding[ cell.Markup.elementId ][ InstanceUtils._Precision ] = p;
}
}
if( uniqueDecimalValues.Count > 1 )
{
List<int> tmpDecimalValues = new List<int>( uniqueDecimalValues.Keys );
tmpDecimalValues.Sort();
tmpDecimalValues.Reverse();
string[] tmpStrings = new string[ tmpDecimalValues.Count ];
for( int s = 0; s < tmpStrings.Length; s++ )
{
tmpStrings[ s ] = tmpDecimalValues[ s ].ToString();
}
Array.Reverse( tmpStrings );
string decimalAttributeValues = string.Join( " ", tmpStrings );
string info = string.Format( "Element {0} had a mix of decimals attribute values: {1}.", markups.Key, decimalAttributeValues );
this.currentFilingSummary.TraceInformation( info );
}
}
//Common dimensions
this.commonAxes = new List<string>();
this.commonDimensions = new Dictionary<string,List<Segment>>();
List<DimensionNode> dimensionNodes = null;
string labelRole = string.IsNullOrEmpty( this.currentTaxonomy.CurrentLabelRole ) ? "preferredLabel" : currentTaxonomy.CurrentLabelRole;
if( currentTaxonomy.TryGetCommonDimensionNodesForDisplay( currentTaxonomy.CurrentLanguage, labelRole, true, out dimensionNodes ) )
{
ArrayList topNodes = this.currentTaxonomy.GetNodesByPresentation( false, this.ExcludedReports );
foreach( DimensionNode dNode in dimensionNodes )
{
Node pNode = null;
foreach( Node topNode in topNodes )
{
if( string.Equals( topNode.MyPresentationLink.Role, dNode.MyDefinitionLink.Role ) )
{
pNode = topNode;
break;
}
}
if( pNode != null )
ReportBuilder.GetDimensions( this.currentTaxonomy, pNode, null, ref this.commonAxes, ref this.commonDimensions );
else
this.PopulateCommonDimensions( dNode );
}
}
}
private void InitializeTestInstanceReport()
{
this.Columns.Clear();
this.Rows.Clear();
//Add reporting periods to columns for testing MergeInstanceAndDuration
InstanceReportColumn irc = new InstanceReportColumn();
ContextProperty cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2006, 10, 1);
cp.PeriodEndDate = new DateTime(2006, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu0", cp);
LabelLine ll = new LabelLine(0, string.Format("{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString()), "Calendar");
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2007, 10, 1);
cp.PeriodEndDate = new DateTime(2007, 12, 31);
cp.PeriodType = Element.PeriodType.duration;
irc.MCU = new MergedContextUnitsWrapper("mcu1", cp);
ll = new LabelLine( 0, string.Format( "{0} - {1}", cp.PeriodStartDate.ToShortDateString(), cp.PeriodEndDate.ToShortDateString() ), "Calendar" );
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2007, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
irc.MCU = new MergedContextUnitsWrapper("mcu2", cp);
ll = new LabelLine(0, cp.PeriodStartDate.ToShortDateString(), "Calendar");
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2006, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
irc.MCU = new MergedContextUnitsWrapper("mcu3", cp);
ll = new LabelLine( 0, cp.PeriodStartDate.ToShortDateString(), "Calendar" );
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2008, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
irc.MCU = new MergedContextUnitsWrapper("mcu4", cp);
ll = new LabelLine( 0, cp.PeriodStartDate.ToShortDateString(), "Calendar" );
irc.Labels.Add(ll);
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2008, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
cp.Segments.Add(new Segment("Segment1", "Segment One", "Value1"));
irc.MCU = new MergedContextUnitsWrapper("mcu5", cp);
ll = new LabelLine( 0, cp.PeriodStartDate.ToShortDateString(), "Calendar" );
irc.Labels.Add(ll);
irc.Labels.Add(new LabelLine(1, "Segment One"));
this.Columns.Add(irc);
irc = new InstanceReportColumn();
cp = new ContextProperty();
cp.PeriodStartDate = new DateTime(2008, 12, 31);
cp.PeriodType = Element.PeriodType.instant;
cp.Segments.Add(new Segment("Segment2", "Segment Two", "Value2"));
irc.MCU = new MergedContextUnitsWrapper("mcu6", cp);
ll = new LabelLine( 0, cp.PeriodStartDate.ToShortDateString(), "Calendar" );
irc.Labels.Add(ll);
irc.Labels.Add(new LabelLine(2, "Segment Two"));
this.Columns.Add(irc);
InstanceReportRow irr = new InstanceReportRow("Test Elem", 0);
irr.ElementName = "Test Elem";
for (int i = 0; i < 7; i++)
{
Cell cell = new Cell();
if( i < 2 || 4 < i )
{
cell.IsNumeric = true;
cell.NumericAmount = (decimal)( ( i + 1 ) * 10.0 );
}
irr.Cells.Add(cell);
}
this.Rows.Add( irr );
irr = new InstanceReportRow( "Test Elem2", 0 );
irr.ElementName = "Test Elem2";
for( int i = 0; i < 7; i++ )
{
Cell cell = new Cell();
if( 1 < i && i < 5 )
{
cell.IsNumeric = true;
cell.NumericAmount = (decimal)( ( i + 1 ) * 10.0 );
}
irr.Cells.Add( cell );
}
this.Rows.Add(irr);
}
/// <summary>
/// <para>Writes the <paramref name="embedWarning"/> to the this.<see cref="currentFilingSummary"/>, exchanging templated tokens for their actual values.</para>
/// <para><paramref name="embedWarning"/> is expected to be in a templated format.</para>
/// </summary>
/// <param name="row">Provides the element's PreferredLabelRole.</param>
/// <param name="element">A taxonomy <see cref="Element"/> allowing us to look up its labels.</param>
/// <param name="cell">A <see cref="Cell" /> object which provides the context and unit IDs.</param>
/// <param name="embedWarning">The warning to rewrite.</param>
/// <returns>The warning with substitution tokens replaced.</returns>
private string WriteEmbedWarning( InstanceReportRow row, Element element, Cell cell, string embedWarning )
{
string labelForWarning = null;
// Try preferred
if( !string.IsNullOrEmpty( row.PreferredLabelRole ) )
{
element.TryGetLabel( this.preferredLanguage, row.PreferredLabelRole, out labelForWarning );
}
// If preferred not available, try default
if( string.IsNullOrEmpty( labelForWarning ) )
{
element.TryGetLabel( this.preferredLanguage, "label", out labelForWarning );
}
// If default not available, fall back to element name
if( string.IsNullOrEmpty( labelForWarning ) )
{
labelForWarning = element.Name;
}
// Specify warning scope and trace
embedWarning = embedWarning.Replace( "[Unknown Element]", labelForWarning );
// Unit refs are not required
if( cell.Markup.unitRef != null )
{
embedWarning = embedWarning.Replace( "[Unknown UnitID]", cell.Markup.unitRef.UnitID );
}
else
{
embedWarning = embedWarning.Replace( "[Unknown UnitID]", "No UnitID Specified" );
}
embedWarning = embedWarning.Replace( "[Unknown ContextID]", cell.Markup.contextRef.ContextID );
this.currentFilingSummary.TraceWarning( embedWarning );
return embedWarning;
}
public void TestColumnLevelPromotions_1()
{
InstanceReport thisReport = new InstanceReport();
InstanceReportColumn irc = new InstanceReportColumn();
//[1], [1], [1], [1], [1] --> nothing is promoted to column, should already be promoted to ROW
irc.Id = 0;
thisReport.Columns.Add(irc);
for (int index = 0; index <= 4; index++)
{
InstanceReportRow irr = new InstanceReportRow();
irr.Id = index;
Cell c = new Cell(0);
irr.Cells.Add(c);
thisReport.Rows.Add(irr);
}
(thisReport.Rows[0].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[0].Cells[0] as Cell).FootnoteIndexer = "[1]";
(thisReport.Rows[1].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[1].Cells[0] as Cell).FootnoteIndexer = "[1]";
(thisReport.Rows[2].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[2].Cells[0] as Cell).FootnoteIndexer = "[1]";
(thisReport.Rows[3].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[3].Cells[0] as Cell).FootnoteIndexer = "[1]";
(thisReport.Rows[4].Cells[0] as Cell).IsNumeric = true;
(thisReport.Rows[4].Cells[0] as Cell).FootnoteIndexer = "[1]";
thisReport.PromoteFootnotes();
Console.WriteLine("Column level index = " + irc.FootnoteIndexer);
foreach (InstanceReportRow irr in thisReport.Rows)
{
Cell c = irr.Cells[0] as Cell;
Console.WriteLine(c.Id + " Cell level index = " + c.FootnoteIndexer);
}
Assert.IsTrue(irc.FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[0].Cells[0] as Cell).FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[1].Cells[0] as Cell).FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[2].Cells[0] as Cell).FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[3].Cells[0] as Cell).FootnoteIndexer == "");
Assert.IsTrue((thisReport.Rows[4].Cells[0] as Cell).FootnoteIndexer == "");
}
/// <summary>
/// Fills in missing cells so that they align with their columns. This method assumes all cells and columns have sequential IDs.
/// </summary>
/// <param name="report"></param>
private static void FillMissingCells( InstanceReport report )
{
//now sort the cells and fill in the blanks
foreach( InstanceReportRow row in report.Rows )
{
row.Cells.Sort( ( l, r ) => Comparer<int>.Default.Compare( l.Id, r.Id ) );
//define this outside so we can continue the sequence
int c;
for( c = 0; c < row.Cells.Count; c++ )
{
int actualID = row.Cells[ c ].Id;
int expectedID = c + 1;
for( int i = expectedID; i < actualID; i++ )
{
Cell blank = new Cell( i );
row.Cells.Insert( blank.Id - 1, blank );
}
}
//advance the pointer past our last cell
c++;
for( ; c <= report.Columns.Count; c++ )
{
Cell blank = new Cell( c );
row.Cells.Insert( blank.Id - 1, blank );
}
Debug.Assert( row.Cells.Count == report.Columns.Count, "Why don't the cell and column counts match?" );
}
}
public override void ReplaceCell( InstanceReport report, int rowIndex, Cell cell )
{
int cellIndex = report.Columns.IndexOf( this );
report.Rows[ rowIndex ].Cells.RemoveAt( cellIndex );
report.Rows[ rowIndex ].Cells.Insert( cellIndex, cell );
}
public bool ProcessSegments_Rule( BooleanWrapper processed )
{
//collect all of the segments to be permuted vertically
List<InstanceReportColumn> uniqueSegmentColumns = this.GetSegmentScenarioColumnsForSegmentProcessing();
//if( uniqueSegmentColumns.Count < 2 )
// return false;
//collect all of the calendars to be retained horizontally
Dictionary<int, List<InstanceReportColumn>> calendarsBySegment = this.GetSegmentScenarioCalendars( uniqueSegmentColumns );
//if( uniqueSegmentColumns.Count < 2 )
// return false;
//find the set of `allCalendars` which will hold all data without any adjustment
List<InstanceReportColumn> allCalendars;
bool doCalendarsOverlap = DoCalendarsOverlap( calendarsBySegment, out allCalendars );
if( !doCalendarsOverlap )
return false;
List<Segment> commonSegmentsToPromote = GetCommonSegments( uniqueSegmentColumns );
PromoteConsolidatedSegment( uniqueSegmentColumns, commonSegmentsToPromote );
//set up a temporary holder for the rows - this helps with debugging
InstanceReport segmentCandidate = new InstanceReport();
segmentCandidate.Columns.AddRange( allCalendars );
//The first row in every report is usually `IsReportTitle` - copy it to the temporary report
InstanceReportRow reportTitleRow = this.FindCloneAndTruncate( row => row.IsReportTitle, allCalendars.Count );
if( reportTitleRow != null )
{
reportTitleRow.Id = 0;
segmentCandidate.Rows.Add( reportTitleRow );
}
//Now, for every `segmentSet`, rebuild the data vertically
foreach( InstanceReportColumn segmentSet in uniqueSegmentColumns )
{
//If this segment set has segments, create an `IsSegmentTitle` row
if( segmentSet.Segments != null && segmentSet.Segments.Count > 0 )
{
string label = string.Empty;
foreach( Segment seg in segmentSet.Segments )
{
if( commonSegmentsToPromote != null && commonSegmentsToPromote.Count > 0 )
{
bool isCommon = ReportUtils.Exists( commonSegmentsToPromote, cSeg => cSeg.Equals( seg ) );
if( isCommon )
continue;
}
if( !string.IsNullOrEmpty( label ) )
label += " | ";
label += seg.ValueName;
}
if( !string.IsNullOrEmpty( label ) )
{
InstanceReportRow segmentRow = new InstanceReportRow( label, allCalendars.Count );
segmentRow.IsSegmentTitle = true;
segmentRow.Id = segmentCandidate.Rows.Count;
segmentRow.OriginalInstanceReportColumn = (InstanceReportColumn)segmentSet.Clone();
segmentCandidate.Rows.Add( segmentRow );
}
}
//`segmentSets` combined with `rows` provide our vertical (y) axis
//for each row in the "base" report, we need to pull in the data
InstanceReportRow lastAbstract = null;
foreach( InstanceReportRow row in this.Rows )
{
if( row.IsReportTitle )
continue;
//retain abstracts...
if( row.IsAbstractGroupTitle )
{
//...unless they're consecutive - retain the most recent one
if( lastAbstract != null )
{
int at = segmentCandidate.Rows.IndexOf( lastAbstract );
if( at == segmentCandidate.Rows.Count - 1 )
segmentCandidate.Rows.RemoveAt( at );
}
InstanceReportRow abstractRow = CloneAndTruncate( row, allCalendars.Count );
abstractRow.Id = segmentCandidate.Rows.Count;
segmentCandidate.Rows.Add( abstractRow );
lastAbstract = abstractRow;
continue;
}
//`calendars` provide our horizontal (x) axis
//`calendars` (x) combined with `segmentSets` & `rows` (y) allow us to look up the correct cell
bool hasData = false;
InstanceReportRow currentRow = new InstanceReportRow();
foreach( InstanceReportColumn calendar in allCalendars )
{
List<InstanceReportColumn> matches = this.GetMatchingColumns( calendar, segmentSet, row );
//apply exact match
InstanceReportColumn exactColumn = matches.Find( m => m.ReportingPeriodEquals( calendar ) );
if( exactColumn != null )
{
Cell exactCell = row.Cells.Find( c => c.Id == exactColumn.Id );
if( exactCell != null && exactCell.HasData )
{
hasData = true;
Cell newCell = (Cell)exactCell.Clone();
newCell.EmbeddedReport = exactCell.EmbeddedReport;
if( !string.IsNullOrEmpty( segmentSet.CurrencyCode ) )
{
if( (int)row.Unit == (int)UnitType.Monetary ||
(int)row.Unit == (int)UnitType.EPS )
{
newCell.CurrencyCode = segmentSet.CurrencyCode;
newCell.CurrencySymbol = segmentSet.CurrencySymbol;
}
}
currentRow.Cells.Add( newCell );
continue;
}
}
//apply similar matches
{
List<Cell> cells = matches.ConvertAll( col => row.Cells.Find( c => c.Id == col.Id ) );
//Now reduce our cells to those with values...
cells.RemoveAll( c => c == null || !c.HasData );
//...and non-duplicates
for( int c = 0; c < cells.Count; c++ )
{
Cell curCell = cells[ c ];
cells.RemoveAll( cell => cell.Id != curCell.Id && cell.NumericAmount == curCell.NumericAmount );
}
switch( cells.Count )
{
case 0:
Cell emptyCell = new Cell();
currentRow.Cells.Add( emptyCell );
break;
case 1:
hasData = true;
Cell newCell = (Cell)cells[ 0 ].Clone();
newCell.EmbeddedReport = cells[ 0 ].EmbeddedReport;
if( !string.IsNullOrEmpty( segmentSet.CurrencyCode ) )
{
if( (int)row.Unit == (int)UnitType.Monetary ||
(int)row.Unit == (int)UnitType.EPS )
{
newCell.CurrencyCode = segmentSet.CurrencyCode;
newCell.CurrencySymbol = segmentSet.CurrencySymbol;
}
}
currentRow.Cells.Add( newCell );
break;
default:
Debug.Assert( false, "Too many cells" );
break;
}
}
}
//if we actually found data for this row, let's clone the original, and swap out the cells
if( hasData )
{
InstanceReportRow clonedRow = (InstanceReportRow)row.Clone( false, false );
clonedRow.Cells.AddRange( currentRow.Cells );
clonedRow.Id = segmentCandidate.Rows.Count;
segmentCandidate.Rows.Add( clonedRow );
}
}
//Same as above, don't preserve consecutive abstract rows
if( lastAbstract != null )
{
int at = segmentCandidate.Rows.IndexOf( lastAbstract );
if( at == segmentCandidate.Rows.Count - 1 )
segmentCandidate.Rows.RemoveAt( at );
}
}
//now that the permutation is complete, apply the new rows and columns to the "base" report
this.Columns.Clear();
this.Columns.AddRange( segmentCandidate.Columns );
this.Rows.Clear();
this.Rows.AddRange( segmentCandidate.Rows );
this.SynchronizeGrid();
//this.InstantValues();
processed.Value = true;
return true;
}