Provide a compact repository for weekend/holiday information.
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namespace | bdlt |
Detailed Description
- Outline
-
-
- Purpose:
- Provide a compact repository for weekend/holiday information.
-
- Classes:
-
- See also:
- Component bdlt_calendar
-
- Description:
- This component provides a value-semantic class,
bdlt::PackedCalendar
, that represents weekend and holiday information over a valid range of dates. A bdlt::PackedCalendar
is an approximation to the same mathematical type, and is capable of representing the same subset of mathematical values, as a bdlt::Calendar
.
- But unlike
bdlt::Calendar
, which is optimized for runtime efficiency, bdlt::PackedCalendar
is designed to minimize the amount of in-process memory required to represent that information. For example, a packed calendar storing 250 holidays and holiday codes can consume as little as approximately 0.75K bytes (e.g., 2 bytes per holiday plus 1 byte per holiday code) to as much as approximately 3K bytes (e.g., 8 bytes per holiday plus 4 bytes per holiday code) depending upon the data of the calendar. For typical calendars having a range of 40 years and 10 holidays per year, the expected size of the packed calendar is about half that of a similar implementation using a non-packed structure.
- Default-constructed calendars are empty, and have an empty valid range. Calendars can also be constructed with an initial (non-empty) valid range, implying that all dates within that range are business days. The
setValidRange
and addDay
methods modify the valid range of a calendar, and a suite of "add" methods can be used to populate a calendar with weekend days and holidays.
- The
addHolidayCode
method associates an integer "holiday code" with a specific date, and can be called repeatedly with different integers and the same date to build up a set of holiday codes for that date. Note that holiday codes are unique integers that, from the perspective of the calendar, have no particular meaning. Typically, the user will choose holiday code values that are indices into an auxiliary collection (such as a bsl::vector<bsl::string>
) to identify holiday names for end-user display.
- Once a calendar is populated, a rich set of accessor methods can be used to determine, e.g., if a given date is a business day, or the number of non-business days within some subrange of the calendar. The holidays within a calendar can be obtained in increasing (chronological) order using an iterator identified by the nested
HolidayConstIterator
typedef
. The set of holiday codes associated with an arbitrary date in a bdlt::PackedCalendar
(or the current holiday referred to by a HolidayConstIterator
) can be obtained in increasing (numerical) order using an iterator identified by the nested HolidayCodeConstIterator
typedef
(see below).
- Calendars are value-semantic objects, and, as such, necessarily support all of the standard value-semantic operations, such as default construction, copy construction and copy assignment, equality comparison, and externalization (BDEX streaming, in particular). Calendars also support the notions of both union and intersection merging operations, whereby a calendar can change its value to contain the union or intersection of its own contained weekend days, holidays, and holiday codes with those of another calendar object. Such merging operations will, in general, also alter the valid range of the resulting calendar. Note that merged calendars can be significantly more efficient for certain repeated "is-common-business-day" determinations among two or more calendars.
-
- Weekend Days and Weekend-Days Transitions:
- A calendar maintains a set of dates considered to be weekend days. Typically, a calendar's weekend days fall on the same days of the week for the entire range of a calendar. For example, the weekend for United States has consisted of Saturday and Sunday since the year 1940. The
addWeekendDay
and addWeekendDays
methods can be used to specify the weekend days for these calendars.
- However, sometimes a calendar's weekend days changes over time. For example, Bangladesh's weekend consisted of Friday until June 1, 1997 when Bangladesh changed its weekends to contain both Friday and Saturday. Later, on October 1, 2001, Bangladesh reverted to a weekend of only Friday, until on September 9, 2009, Bangladesh again changed its weekends to include both Friday and Saturday.
- To optimize for space allocation while supporting both consistent and changing weekend days, a calendar represents weekend information using a sequence of "weekend-days transitions", each of which comprises a date and a set of days of the week considered to be the weekend on and after that date. To represent the weekend days of Bangladesh, a calendar can use a sequence of four weekend-days transitions: (1) a transition on January 1, 0001 having a weekend day set containing only Friday, (2) a transition at June 1, 1997 having a weekend day set containing Friday and Saturday, (3) a transition at October 1, 2001 having a weekend day set containing only Friday, and (4) a transition at September 9, 2009 having a weekend day set containing Friday and Saturday. To represent the weekend days of the United States, a calendar having a range after 1940 can use a single weekend-days transition on January 1, 0001 containing Saturday and Sunday.
- On construction, a calendar does not contain any weekend-days transitions. The
addWeekendDaysTransition
method adds a new weekend-days transition or replaces an existing weekend-days transition. The addWeekendDay
and addWeekendDays
methods create a weekend-days transition at January 1, 0001, if one doesn't already exist, and update the set of weekend days for that transition. addWeekendDay
and addWeekendDays
should only be used for calendars having a consistent set of weekend days throughout their entire range. The use of addWeekendDay
and addWeekendDays
is intended to be mutually exclusive to the use of addWeekendDaysTransition
. As such, the behavior of using these two methods together with addWeekendDaysTransition
is undefined.
-
- Nested Iterators:
- Also provided are several STL-style
const
bidirectional iterators accessible as nested typedef
s. HolidayConstIterator
, HolidayCodeConstIterator
, WeekendDaysTransitionConstIterator
, and BusinessDayConstIterator
, respectively, iterate over a chronologically ordered sequence of holidays, a numerically ordered sequence of holiday codes, a sequence of chronologically ordered weekend-days transitions, and a sequence of chronologically ordered business days. Reverse iterators are also provided for each of these (forward) iterators. As a general rule, calling a const
method will not invalidate any iterators, and calling a non-'const' method might invalidate all of them; it is, however, guaranteed that attempting to add duplicate holidays or holiday codes will have no effect, and therefore will not invalidate any iterators. It is also guaranteed that adding a new code for an existing holiday will not invalidate any HolidayConstIterator
objects.
- Note that these iterators do not meet the requirements for a
bsl::forward_iterator
and should not be used in standard algorithms (e.g., bsl::lower_bound
).
-
- Iterator Invalidation:
- The modification of a
bdlt::PackedCalendar
will invalidate iterators referring to the calendar. The following table shows the relationship between a calendar manipulator and the types of iterators it will invalidate if the invocation of the manipulator modified the calendar (e.g., using addHoliday
with a date that is not currently a holiday in the calendar): Manipulator Invalidates
-------------------------- --------------------
'operator=' H HC WDT BD
'addHoliday' H HC BD
'addHolidayCode' HC
'addHolidayCodeIfInRange' HC
'addHolidayIfInRange' H HC BD
'addWeekendDay' WDT BD
'addWeekendDays' WDT BD
'addWeekendDaysTransition' WDT BD
'intersectBusinessDays' H HC WDT BD
'intersectNonBusinessDays' H HC WDT BD
'removeAll' H HC WDT BD
'removeHoliday' H HC BD
'removeHolidayCode' HC
'setValidRange' H HC BD
'unionBusinessDays' H HC WDT BD
'unionNonBusinessDays' H HC WDT BD
where "H" represents the holiday iterators ('HolidayConstIterator' and
'HolidayConstReverseIterator'), "HC" represents the holiday code iterators
('HolidayCodeConstIterator' and 'HolidayCodeConstReverseIterator'), "WDT"
represents the weekend-days transition iterators
('WeekendDaysTransitionConstIterator' and
'WeekendDaysTransitionConstReverseIterator'), and "BD" represents the
business day iterators ('BusinessDayConstIterator' and
'BusinessDayConstReverseIterator').
-
- Performance and Exception-Safety Guarantees:
- The asymptotic worst-case performance of representative operations is characterized using big-O notation,
O[f(N,M,W,V)]
. N
and M
each refer to the combined number (H + C
) of holidays H
(i.e., method numHolidays
) and holiday codes C
(i.e., numHolidayCodesTotal
) in the respective packed calendars. W
and V
each refer to the (likely small) number of weekend-days transitions in the respective packed calendars. For clarity, the methods have abbreviated arguments: b
, e
, and d
are dates, c
is a holiday code, u
is a weekday, and w
is a set of weekdays. Here, Best Case complexity, denoted by B[f(N)]
, is loosely defined (for manipulators) as the worst-case cost, provided that (1) no additional internal capacity is required, (2) the start of the valid range does not change, and (3) that if a holiday (or holiday code) is being added, it is being appended to the end of the current sequence (of the latest holiday). Worst Best Exception-Safety
Operation Case Case Guarantee
--------- ----- ---- ----------------
DEFAULT CTOR O[1] No-Throw
COPY CTOR(N) O[N] Exception-Safe
N.DTOR() O[1] No-Throw
N.OP=(M) O[M] Basic <*>
N.reserveCapacity(H, C) O[N] Strong <*>
N.setValidRange(b, e) O[N] O[1] Basic <*>
N.addDay(d) O[N] O[1] Basic <*>
N.addHoliday(d) O[N] O[1] Basic <*>
N.addHolidayCode(d,c) O[N] O[1] Basic <*>
N.addWeekendDay(u) O[1] No-Throw
N.addWeekendDaysTransition(d,w) O[W] Basic <*>
N.intersectBusinessDays(M) O[N+M+W+V] Basic <*>
N.intersectNonBusinessDays(M) O[N+M+W+V] Basic <*>
N.unionBusinessDays(M) O[N+M+W+V] Basic <*>
N.unionNonBusinessDays(M) O[N+M+W+V] Basic <*>
N.removeHoliday(d) O[N] No-Throw
N.removeHolidayCode(d, c) O[N] No-Throw
N.removeAll(); O[1] No-Throw
N.swap(M) O[1] No-Throw
N.firstDate() O[1] No-Throw
N.lastDate() O[1] No-Throw
N.length() O[1] No-Throw
N.numHolidays() O[1] No-Throw
N.numHolidayCodesTotal() O[1] No-Throw
N.numWeekendDaysInRange() O[1] No-Throw
N.isInRange(d); O[1] No-Throw
N.isWeekendDay(w); O[1] No-Throw
N.isWeekendDay(d) O[log(W)] No-Throw
N.isHoliday(d); O[log(N)] No_Throw
N.isBusinessDay(d); O[log(N)] No_Throw
N.isNonBusinessDay(d); O[log(N)] No_Throw
N.numHolidayCodes(d) O[log(N)] No-Throw
N.numBusinessDays() O[N] No-Throw
N.numNonBusinessDays() O[N] No-Throw
other 'const' methods O[1] .. O[N] No-Throw
OP==(N,M) O[min(N,M)+min(W+V) No-Throw
OP!=(N,M) O[min(N,M)+min(W+V) No-Throw
<*> No-Throw guarantee when capacity is sufficient.
Note that all of the non-creator methods of bdlt::PackedCalendar
provide the No-Throw guarantee whenever sufficient capacity is already available. Also note that these are largely the same as bdlt::Calendar
except that the accessors isBusinessDay
and isNonBusinessDay
are logarithmic in the number of holidays in bdlt::PackedCalendar
.
-
- Usage:
- The two subsections below illustrate various aspects of populating and using packed calendars.
-
- Example 1: Populating Packed Calendars:
- Packed calendars will typically be populated from a database or flat file. The user should employ an appropriate population mechanism that provides the desired holiday dates and associated holiday codes within some desired range. For example, suppose we have created the following flat-file format that encodes calendar information, including holidays and holiday codes (we assume, for the simplicity of this example, that "Weekend Days" (i.e., recurring non-business days) are always just Saturdays and Sundays):
2010 1 18 1 57 ;Martin Luther King, Jr. Day
2010 2 15 1 51 ;Presidents Day
2010 4 2 2 9 105 ;Easter Sunday (Observed); Good Friday
2010 5 31 1 16 ;Memorial Day
2010 7 5 1 28 ;Independence Day (Observed)
2010 9 6 1 44 ;Labor Day
2010 10 11 1 19 ;Columbus Day
2010 11 2 0 ;Election Day
2010 11 25 1 14 ;Thanksgiving Day
2010 12 25 1 4 ;Christmas Day (Observed)
2010 12 31 1 22 ;New Year's Day (Observed)
Let's now create a couple of primitive helper functions to extract holiday and holiday-code counts from a given input stream.
- First, we'll create a helper function to get a holiday record:
int getNextHoliday(bsl::istream& input, bdlt::Date *holiday, int *numCodes)
{
enum { SUCCESS = 0, FAILURE = 1 };
int year, month, day, codes;
if (input.good()) {
input >> year;
}
if (input.good()) {
input >> month;
}
if (input.good()) {
input >> day;
}
if (input.good()) {
input >> codes;
}
if (input.good()
&& bdlt::Date::isValidYearMonthDay(year, month, day)) {
*holiday = bdlt::Date(year, month, day);
*numCodes = codes;
return SUCCESS;
}
return FAILURE;
}
Then, we'll write a function that gets us an integer holiday code, or invalidates the stream if it cannot (note that negative holiday codes are not supported by this function, but negative holiday codes are supported by bdlt::PackedCalendar
): void getNextHolidayCode(bsl::istream& input, int *result)
{
int holidayCode;
if (input.good()) {
input >> holidayCode;
}
if (input.good()) {
*result = holidayCode;
}
}
Now, with these helper functions, it is a simple matter to write a calendar loader function, load
, that populates a given calendar with data in this "proprietary" format: void load(bsl::istream& input, bdlt::PackedCalendar *calendar)
{
bdlt::Date holiday;
int numCodes;
while (0 == getNextHoliday(input, &holiday, &numCodes)) {
calendar->addHoliday(holiday);
for (int i = 0; i < numCodes; ++i) {
int holidayCode;
getNextHolidayCode(input, &holidayCode);
if (input.good()) {
calendar->addHolidayCode(holiday, holidayCode);
}
}
input.ignore(256, '\n');
}
}
Finally, we load a bdlt::PackedCalendar
and verify some values from the calendar. Note that different formats can easily be accommodated, while still using the same basic population strategy. Also note that it may be substantially more efficient to populate calendars in increasing date order, compared to either reverse or random order.
-
- Example 2: Using Packed Calendars:
- Higher-level clients (e.g., a GUI) may need to extract the holiday codes for a particular date, use them to look up their corresponding string names in a separate repository (e.g., a vector of strings), and to display these names to end users.
- First, let's create a function that prints the names of holidays for a given date: Then, since we can write the names of holidays for a given date, let's write a function that can write out all of the names associated with each holiday in the calendar: Next, we populate the
holidayNames
vector: Now, using the calendar
populated in the previous example, we print the holiday information to a new bsl::stringstream
: bsl::stringstream printStream;
printHolidayDatesAndNames(printStream, calendar, holidayNames);
Finally, we verify the output: assert(printStream.str() == "\n06SEP2010\nLabor Day\n\n11OCT2010\n\n\n"
"02NOV2010\n\n25NOV2010\nThanksgiving Day\n");