1187 lines
44 KiB
Rust

//! This module provides functionality for generating and manipulating business dates.
//! It includes the `BDatesList`, which emulates a `DateList` structure and its properties.
//! It uses `DateList` and `DateListGenerator`, adjusting the output to work on business dates.
use chrono::{Datelike, Duration, NaiveDate, Weekday};
use std::error::Error;
use std::result::Result;
use crate::utils::dateutils::dates::{find_next_date, AggregationType, DateFreq, DatesGenerator};
use crate::utils::dateutils::dates;
/// Type alias for `DateFreq` to represent business date frequency.
pub type BDateFreq = DateFreq;
/// Represents a list of business dates generated between a start and end date
/// at a specified frequency. Provides methods to retrieve the full list,
/// count, or dates grouped by period.
#[derive(Debug, Clone)]
pub struct BDatesList {
start_date_str: String,
end_date_str: String,
freq: DateFreq,
}
/// Represents a collection of business dates generated according to specific rules.
///
/// It can be defined either by a start and end date range or by a start date
/// and a fixed number of periods. It provides methods to retrieve the dates
/// as a flat list, count them, or group them by their natural period
/// (e.g., month, quarter).
///
/// Business days are typically Monday to Friday. Weekend dates are skipped or
/// adjusted depending on the frequency rules.
///
/// # Examples
///
/// **1. Using `new` (Start and End Date):**
///
/// ```rust
/// use chrono::NaiveDate;
/// use std::error::Error;
/// use rustframe::utils::{BDatesList, DateFreq};
///
/// fn main() -> Result<(), Box<dyn Error>> {
/// let start_date = "2023-11-01".to_string(); // Wednesday
/// let end_date = "2023-11-07".to_string(); // Tuesday
/// let freq = DateFreq::Daily;
///
/// let bdates = BDatesList::new(start_date, end_date, freq);
///
/// let expected_dates = vec![
/// NaiveDate::from_ymd_opt(2023, 11, 1).unwrap(), // Wed
/// NaiveDate::from_ymd_opt(2023, 11, 2).unwrap(), // Thu
/// NaiveDate::from_ymd_opt(2023, 11, 3).unwrap(), // Fri
/// NaiveDate::from_ymd_opt(2023, 11, 6).unwrap(), // Mon
/// NaiveDate::from_ymd_opt(2023, 11, 7).unwrap(), // Tue
/// ];
///
/// assert_eq!(bdates.list()?, expected_dates);
/// assert_eq!(bdates.count()?, 5);
/// Ok(())
/// }
/// ```
///
/// **2. Using `from_n_periods` (Start Date and Count):**
///
/// ```rust
/// use chrono::NaiveDate;
/// use std::error::Error;
/// use rustframe::utils::{BDatesList, DateFreq};
///
/// fn main() -> Result<(), Box<dyn Error>> {
/// let start_date = "2024-02-28".to_string(); // Wednesday
/// let freq = DateFreq::WeeklyFriday;
/// let n_periods = 3;
///
/// let bdates = BDatesList::from_n_periods(start_date, freq, n_periods)?;
///
/// // The first Friday on or after 2024-02-28 is Mar 1.
/// // The next two Fridays are Mar 8 and Mar 15.
/// let expected_dates = vec![
/// NaiveDate::from_ymd_opt(2024, 3, 1).unwrap(),
/// NaiveDate::from_ymd_opt(2024, 3, 8).unwrap(),
/// NaiveDate::from_ymd_opt(2024, 3, 15).unwrap(),
/// ];
///
/// assert_eq!(bdates.list()?, expected_dates);
/// assert_eq!(bdates.count()?, 3);
/// assert_eq!(bdates.start_date_str(), "2024-02-28"); // Keeps original start string
/// assert_eq!(bdates.end_date_str(), "2024-03-15"); // End date is the last generated date
/// Ok(())
/// }
/// ```
///
/// **3. Using `groups()`:**
///
/// ```rust
/// use chrono::NaiveDate;
/// use std::error::Error;
/// use rustframe::utils::{BDatesList, DateFreq};
///
/// fn main() -> Result<(), Box<dyn Error>> {
/// let start_date = "2023-11-20".to_string(); // Mon, Week 47
/// let end_date = "2023-12-08".to_string(); // Fri, Week 49
/// let freq = DateFreq::WeeklyMonday;
///
/// let bdates = BDatesList::new(start_date, end_date, freq);
///
/// // Mondays in range: Nov 20, Nov 27, Dec 4
/// let groups = bdates.groups()?;
///
/// assert_eq!(groups.len(), 3); // One group per week containing a Monday
/// assert_eq!(groups[0], vec![NaiveDate::from_ymd_opt(2023, 11, 20).unwrap()]); // Week 47
/// assert_eq!(groups[1], vec![NaiveDate::from_ymd_opt(2023, 11, 27).unwrap()]); // Week 48
/// assert_eq!(groups[2], vec![NaiveDate::from_ymd_opt(2023, 12, 4).unwrap()]); // Week 49
/// Ok(())
/// }
/// ```
impl BDatesList {
/// Creates a new `BDatesList` instance defined by a start and end date.
///
/// # Arguments
///
/// * `start_date_str` - The inclusive start date as a string (e.g., "YYYY-MM-DD").
/// * `end_date_str` - The inclusive end date as a string (e.g., "YYYY-MM-DD").
/// * `freq` - The frequency for generating dates.
pub fn new(start_date_str: String, end_date_str: String, freq: DateFreq) -> Self {
BDatesList {
start_date_str,
end_date_str,
freq,
}
}
/// Creates a new `BDatesList` instance defined by a start date, frequency,
/// and the number of periods (dates) to generate.
///
/// This calculates the required dates using a `BDatesGenerator` and determines
/// the effective end date based on the last generated date.
///
/// # Arguments
///
/// * `start_date_str` - The start date as a string (e.g., "YYYY-MM-DD"). The first generated date will be on or after this date.
/// * `freq` - The frequency for generating dates.
/// * `n_periods` - The exact number of business dates to generate according to the frequency.
///
/// # Errors
///
/// Returns an error if:
/// * `start_date_str` cannot be parsed.
/// * `n_periods` is 0 (as this would result in an empty list and no defined end date).
pub fn from_n_periods(
start_date_str: String,
freq: DateFreq,
n_periods: usize,
) -> Result<Self, Box<dyn Error>> {
if n_periods == 0 {
return Err("n_periods must be greater than 0".into());
}
let start_date = NaiveDate::parse_from_str(&start_date_str, "%Y-%m-%d")?;
// Instantiate the date generator to compute the sequence of business dates.
let generator = BDatesGenerator::new(start_date, freq, n_periods)?;
let dates: Vec<NaiveDate> = generator.collect();
// Confirm that the generator returned at least one date when n_periods > 0.
let last_date = dates
.last()
.ok_or("Generator failed to produce dates for the specified periods")?;
let end_date_str = last_date.format("%Y-%m-%d").to_string();
Ok(BDatesList {
start_date_str,
end_date_str,
freq,
})
}
/// Returns the flat list of business dates within the specified range and frequency.
///
/// The list is guaranteed to be sorted chronologically.
///
/// # Errors
///
/// Returns an error if the start or end date strings cannot be parsed.
pub fn list(&self) -> Result<Vec<NaiveDate>, Box<dyn Error>> {
// Retrieve the list of business dates via the shared helper function.
get_bdates_list_with_freq(&self.start_date_str, &self.end_date_str, self.freq)
}
/// Returns the count of business dates within the specified range and frequency.
///
/// # Errors
///
/// Returns an error if the start or end date strings cannot be parsed.
pub fn count(&self) -> Result<usize, Box<dyn Error>> {
// Compute the total number of business dates by invoking `list()` and returning its length.
self.list().map(|list| list.len())
}
/// Returns a list of date lists, where each inner list contains dates
/// belonging to the same period (determined by frequency).
///
/// The outer list (groups) is sorted chronologically by period, and the
/// inner lists (dates within each period) are also sorted.
///
/// # Errors
///
/// Returns an error if the start or end date strings cannot be parsed.
pub fn groups(&self) -> Result<Vec<Vec<NaiveDate>>, Box<dyn Error>> {
let dates = self.list()?;
dates::group_dates_helper(dates, self.freq)
}
/// Returns the start date parsed as a `NaiveDate`.
///
/// # Errors
///
/// Returns an error if the start date string is not in "YYYY-MM-DD" format.
pub fn start_date(&self) -> Result<NaiveDate, Box<dyn Error>> {
NaiveDate::parse_from_str(&self.start_date_str, "%Y-%m-%d").map_err(|e| e.into())
}
/// Returns the start date string.
pub fn start_date_str(&self) -> &str {
&self.start_date_str
}
/// Returns the end date parsed as a `NaiveDate`.
///
/// # Errors
///
/// Returns an error if the end date string is not in "YYYY-MM-DD" format.
pub fn end_date(&self) -> Result<NaiveDate, Box<dyn Error>> {
NaiveDate::parse_from_str(&self.end_date_str, "%Y-%m-%d").map_err(|e| e.into())
}
/// Returns the end date string.
pub fn end_date_str(&self) -> &str {
&self.end_date_str
}
/// Returns the frequency enum.
pub fn freq(&self) -> DateFreq {
self.freq
}
/// Returns the canonical string representation of the frequency.
pub fn freq_str(&self) -> String {
self.freq.to_string()
}
}
// Business date iterator: generates a sequence of business dates for a given frequency and period count.
/// An iterator that generates a sequence of business dates based on a start date,
/// frequency, and a specified number of periods.
///
/// This implements the `Iterator` trait, allowing generation of dates one by one.
/// It's useful when you need to process dates lazily or only need a fixed number
/// starting from a specific point, without necessarily defining an end date beforehand.
///
/// # Examples
///
/// **1. Basic Iteration:**
///
/// ```rust
/// use chrono::NaiveDate;
/// use std::error::Error;
/// use rustframe::utils::{BDatesGenerator, DateFreq};
///
/// fn main() -> Result<(), Box<dyn Error>> {
/// let start = NaiveDate::from_ymd_opt(2023, 12, 28).unwrap(); // Thursday
/// let freq = DateFreq::MonthEnd;
/// let n_periods = 4; // Dec '23, Jan '24, Feb '24, Mar '24
///
/// let mut generator = BDatesGenerator::new(start, freq, n_periods)?;
///
/// // First month-end on or after 2023-12-28 is 2023-12-29
/// assert_eq!(generator.next(), Some(NaiveDate::from_ymd_opt(2023, 12, 29).unwrap()));
/// assert_eq!(generator.next(), Some(NaiveDate::from_ymd_opt(2024, 1, 31).unwrap()));
/// assert_eq!(generator.next(), Some(NaiveDate::from_ymd_opt(2024, 2, 29).unwrap())); // Leap year
/// assert_eq!(generator.next(), Some(NaiveDate::from_ymd_opt(2024, 3, 29).unwrap())); // Mar 31 is Sun
/// assert_eq!(generator.next(), None); // Exhausted
/// Ok(())
/// }
/// ```
///
/// **2. Collecting into a Vec:**
///
/// ```rust
/// use chrono::NaiveDate;
/// use std::error::Error;
/// use rustframe::utils::{BDatesGenerator, DateFreq};
///
/// fn main() -> Result<(), Box<dyn Error>> {
/// let start = NaiveDate::from_ymd_opt(2024, 4, 29).unwrap(); // Monday
/// let freq = DateFreq::Daily;
/// let n_periods = 5;
///
/// let generator = BDatesGenerator::new(start, freq, n_periods)?;
/// let dates: Vec<NaiveDate> = generator.collect();
///
/// let expected_dates = vec![
/// NaiveDate::from_ymd_opt(2024, 4, 29).unwrap(), // Mon
/// NaiveDate::from_ymd_opt(2024, 4, 30).unwrap(), // Tue
/// NaiveDate::from_ymd_opt(2024, 5, 1).unwrap(), // Wed
/// NaiveDate::from_ymd_opt(2024, 5, 2).unwrap(), // Thu
/// NaiveDate::from_ymd_opt(2024, 5, 3).unwrap(), // Fri
/// ];
///
/// assert_eq!(dates, expected_dates);
/// Ok(())
/// }
/// ```
#[derive(Debug, Clone)]
pub struct BDatesGenerator {
dates_generator: DatesGenerator,
start_date: NaiveDate,
freq: DateFreq,
periods_remaining: usize,
}
impl BDatesGenerator {
/// Creates a new `BDatesGenerator`.
///
/// It calculates the first valid business date based on the `start_date` and `freq`,
/// which will be the first item yielded by the iterator.
///
/// # Arguments
///
/// * `start_date` - The date from which to start searching for the first valid business date.
/// * `freq` - The frequency for generating dates.
/// * `n_periods` - The total number of business dates to generate.
///
/// # Errors
///
/// Can potentially return an error if date calculations lead to overflows,
/// though this is highly unlikely with realistic date ranges. (Currently returns Ok).
/// Note: The internal `find_first_bdate_on_or_after` might panic on extreme date overflows,
/// but practical usage should be safe.
pub fn new(
start_date: NaiveDate,
freq: DateFreq,
n_periods: usize,
) -> Result<Self, Box<dyn Error>> {
// over-estimate the number of periods
let adj_n_periods = match freq {
DateFreq::Daily => n_periods + 5,
DateFreq::WeeklyMonday
| DateFreq::WeeklyFriday
| DateFreq::MonthStart
| DateFreq::MonthEnd
| DateFreq::QuarterStart
| DateFreq::QuarterEnd
| DateFreq::YearStart
| DateFreq::YearEnd => n_periods + 2,
};
let dates_generator = DatesGenerator::new(start_date, freq, adj_n_periods)?;
Ok(BDatesGenerator {
dates_generator,
start_date,
freq,
periods_remaining: n_periods,
})
}
}
impl Iterator for BDatesGenerator {
type Item = NaiveDate;
/// Returns the next business date in the sequence, or `None` if the specified
/// number of periods has been generated.
fn next(&mut self) -> Option<Self::Item> {
// Terminate if no periods remain or no initial date is set.
if self.periods_remaining == 0 {
return None;
}
// get the next date from the generator
let next_date = self.dates_generator.next()?;
let next_date = match self.freq {
DateFreq::Daily => {
let mut new_candidate = next_date.clone();
while !is_business_date(new_candidate) {
new_candidate = self.dates_generator.next()?;
}
new_candidate
}
DateFreq::WeeklyMonday | DateFreq::WeeklyFriday => next_date,
DateFreq::MonthEnd | DateFreq::QuarterEnd | DateFreq::YearEnd => {
let adjusted_date = iter_reverse_till_bdate(next_date);
if self.start_date > adjusted_date {
// Skip this iteration if the adjusted date is before the start date.
return self.next();
}
adjusted_date
}
DateFreq::MonthStart | DateFreq::QuarterStart | DateFreq::YearStart => {
// Adjust to the first business date of the month, quarter, or year.
iter_till_bdate(next_date)
}
};
// Decrement the remaining periods.
self.periods_remaining -= 1;
Some(next_date)
}
}
/// Check if the date is a weekend (Saturday or Sunday).
pub fn is_business_date(date: NaiveDate) -> bool {
match date.weekday() {
Weekday::Sat | Weekday::Sun => false,
_ => true,
}
}
pub fn find_next_bdate(date: NaiveDate, freq: DateFreq) -> NaiveDate {
let next_date: NaiveDate = find_next_date(date, freq).unwrap();
let next_date = iter_till_bdate(next_date);
next_date
}
pub fn find_first_bdate_on_or_after(date: NaiveDate, freq: DateFreq) -> NaiveDate {
// Find the first business date on or after the given date.
let first_date = dates::find_first_date_on_or_after(date, freq).unwrap();
let first_date = iter_till_bdate_by_freq(first_date, freq);
// let first_date = iter_till_bdate(first_date);
first_date
}
/// Iterate forwards or backwards (depending on the frequency)
/// until a business date is found.
fn iter_till_bdate_by_freq(date: NaiveDate, freq: DateFreq) -> NaiveDate {
let agg_type = freq.agg_type();
let dur = match agg_type {
AggregationType::Start => Duration::days(1),
AggregationType::End => Duration::days(-1),
};
let mut current_date = date;
while !is_business_date(current_date) {
current_date = current_date + dur;
}
current_date
}
/// Increment day-by-day until a business date is found.
fn iter_till_bdate(date: NaiveDate) -> NaiveDate {
let mut current_date = date;
while !is_business_date(current_date) {
current_date = current_date + Duration::days(1);
}
current_date
}
/// Increment day-by-day until a business date is found.
fn iter_reverse_till_bdate(date: NaiveDate) -> NaiveDate {
let mut current_date = date;
while !is_business_date(current_date) {
current_date = current_date - Duration::days(1);
}
current_date
}
/// Helper function to get a list of business dates based on the frequency.
pub fn get_bdates_list_with_freq(
start_date_str: &str,
end_date_str: &str,
freq: DateFreq,
) -> Result<Vec<NaiveDate>, Box<dyn Error>> {
// Generate the list of business dates using the shared logic.
let start_date = NaiveDate::parse_from_str(start_date_str, "%Y-%m-%d")?;
let end_date = NaiveDate::parse_from_str(end_date_str, "%Y-%m-%d")?;
let mut dates = dates::get_dates_list_with_freq_from_naive_date(start_date, end_date, freq)?;
match freq {
DateFreq::Daily => {
dates.retain(|date| is_business_date(*date));
}
DateFreq::WeeklyMonday | DateFreq::WeeklyFriday => {
// No logic needed (or possible?)
}
_ => {
dates.iter_mut().for_each(|date| {
*date = iter_till_bdate_by_freq(*date, freq);
});
}
}
Ok(dates)
}
// --- Example Usage and Tests ---
#[cfg(test)]
mod tests {
use super::*;
use chrono::NaiveDate;
use std::str::FromStr;
// Helper to create a NaiveDate for tests, handling the expect for fixed dates.
fn date(year: i32, month: u32, day: u32) -> NaiveDate {
NaiveDate::from_ymd_opt(year, month, day).expect("Invalid date in test setup")
}
// --- DateFreq Tests ---
#[test]
fn test_date_freq_from_str() -> Result<(), Box<dyn Error>> {
assert_eq!(DateFreq::from_str("D")?, DateFreq::Daily);
assert_eq!("D".parse::<DateFreq>()?, DateFreq::Daily); // Test FromStr impl
assert_eq!(DateFreq::from_str("W")?, DateFreq::WeeklyMonday);
assert_eq!(DateFreq::from_str("M")?, DateFreq::MonthStart);
assert_eq!(DateFreq::from_str("Q")?, DateFreq::QuarterStart);
// Test YearStart codes and aliases (Y, A, AS, YS)
assert_eq!(DateFreq::from_str("Y")?, DateFreq::YearStart);
assert_eq!(DateFreq::from_str("A")?, DateFreq::YearStart);
assert_eq!(DateFreq::from_str("AS")?, DateFreq::YearStart);
assert_eq!(DateFreq::from_str("YS")?, DateFreq::YearStart);
assert_eq!("Y".parse::<DateFreq>()?, DateFreq::YearStart); // Test FromStr impl
assert_eq!(DateFreq::from_str("ME")?, DateFreq::MonthEnd);
assert_eq!(DateFreq::from_str("QE")?, DateFreq::QuarterEnd);
assert_eq!(DateFreq::from_str("WF")?, DateFreq::WeeklyFriday);
assert_eq!("WF".parse::<DateFreq>()?, DateFreq::WeeklyFriday); // Test FromStr impl
// Test YearEnd codes and aliases (YE, AE)
assert_eq!(DateFreq::from_str("YE")?, DateFreq::YearEnd);
assert_eq!(DateFreq::from_str("AE")?, DateFreq::YearEnd);
// Test aliases for other frequencies
assert_eq!(DateFreq::from_str("WS")?, DateFreq::WeeklyMonday);
assert_eq!(DateFreq::from_str("MS")?, DateFreq::MonthStart);
assert_eq!(DateFreq::from_str("QS")?, DateFreq::QuarterStart);
// Test invalid string
assert!(DateFreq::from_str("INVALID").is_err());
assert!("INVALID".parse::<DateFreq>().is_err()); // Test FromStr impl
let err = DateFreq::from_str("INVALID").unwrap_err();
assert_eq!(err.to_string(), "Invalid frequency specified: INVALID");
Ok(())
}
#[test]
fn test_date_freq_to_string() {
assert_eq!(DateFreq::Daily.to_string(), "D");
assert_eq!(DateFreq::WeeklyMonday.to_string(), "W");
assert_eq!(DateFreq::MonthStart.to_string(), "M");
assert_eq!(DateFreq::QuarterStart.to_string(), "Q");
assert_eq!(DateFreq::YearStart.to_string(), "Y"); // Assert "Y"
assert_eq!(DateFreq::MonthEnd.to_string(), "ME");
assert_eq!(DateFreq::QuarterEnd.to_string(), "QE");
assert_eq!(DateFreq::WeeklyFriday.to_string(), "WF");
assert_eq!(DateFreq::YearEnd.to_string(), "YE");
}
#[test]
fn test_date_freq_from_string() -> Result<(), Box<dyn Error>> {
assert_eq!(DateFreq::from_string("D".to_string())?, DateFreq::Daily);
assert!(DateFreq::from_string("INVALID".to_string()).is_err());
Ok(())
}
#[test]
fn test_date_freq_agg_type() {
assert_eq!(DateFreq::Daily.agg_type(), AggregationType::Start);
assert_eq!(DateFreq::WeeklyMonday.agg_type(), AggregationType::Start);
assert_eq!(DateFreq::MonthStart.agg_type(), AggregationType::Start);
assert_eq!(DateFreq::QuarterStart.agg_type(), AggregationType::Start);
assert_eq!(DateFreq::YearStart.agg_type(), AggregationType::Start);
assert_eq!(DateFreq::WeeklyFriday.agg_type(), AggregationType::End);
assert_eq!(DateFreq::MonthEnd.agg_type(), AggregationType::End);
assert_eq!(DateFreq::QuarterEnd.agg_type(), AggregationType::End);
assert_eq!(DateFreq::YearEnd.agg_type(), AggregationType::End);
}
// --- BDatesList Property Tests ---
#[test]
fn test_bdates_list_properties_new() -> Result<(), Box<dyn Error>> {
let start_str = "2023-01-01".to_string();
let end_str = "2023-12-31".to_string();
let freq = DateFreq::QuarterEnd;
let dates_list = BDatesList::new(start_str.clone(), end_str.clone(), freq);
// check start_date_str
assert_eq!(dates_list.start_date_str(), start_str);
// check end_date_str
assert_eq!(dates_list.end_date_str(), end_str);
// check frequency enum
assert_eq!(dates_list.freq(), freq);
// check frequency string
assert_eq!(dates_list.freq_str(), "QE");
// Check parsed dates
assert_eq!(dates_list.start_date()?, date(2023, 1, 1));
assert_eq!(dates_list.end_date()?, date(2023, 12, 31));
Ok(())
}
#[test]
fn test_bdates_list_properties_from_n_periods() -> Result<(), Box<dyn Error>> {
let start_str = "2023-01-01".to_string(); // Sunday
let freq = DateFreq::Daily;
let n_periods = 5; // Expect: Jan 2, 3, 4, 5, 6
let dates_list = BDatesList::from_n_periods(start_str.clone(), freq, n_periods)?;
// check start_date_str (should be original)
assert_eq!(dates_list.start_date_str(), start_str);
// check end_date_str (should be the last generated date)
assert_eq!(dates_list.end_date_str(), "2023-01-06");
// check frequency enum
assert_eq!(dates_list.freq(), freq);
// check frequency string
assert_eq!(dates_list.freq_str(), "D");
// Check parsed dates
assert_eq!(dates_list.start_date()?, date(2023, 1, 1));
assert_eq!(dates_list.end_date()?, date(2023, 1, 6));
// Check the actual list matches
assert_eq!(
dates_list.list()?,
vec![
date(2023, 1, 2),
date(2023, 1, 3),
date(2023, 1, 4),
date(2023, 1, 5),
date(2023, 1, 6)
]
);
assert_eq!(dates_list.count()?, 5);
Ok(())
}
#[test]
fn test_bdates_list_from_n_periods_zero_periods() {
let start_str = "2023-01-01".to_string();
let freq = DateFreq::Daily;
let n_periods = 0;
let result = BDatesList::from_n_periods(start_str.clone(), freq, n_periods);
assert!(result.is_err());
assert_eq!(
result.unwrap_err().to_string(),
"n_periods must be greater than 0"
);
}
#[test]
fn test_bdates_list_from_n_periods_invalid_start_date() {
let start_str = "invalid-date".to_string();
let freq = DateFreq::Daily;
let n_periods = 5;
let result = BDatesList::from_n_periods(start_str.clone(), freq, n_periods);
assert!(result.is_err());
// Error comes from NaiveDate::parse_from_str
assert!(result
.unwrap_err()
.to_string()
.contains("input contains invalid characters"));
}
#[test]
fn test_bdates_list_invalid_date_string_new() {
let dates_list_start_invalid = BDatesList::new(
"invalid-date".to_string(),
"2023-12-31".to_string(),
DateFreq::Daily,
);
assert!(dates_list_start_invalid.list().is_err());
assert!(dates_list_start_invalid.count().is_err());
assert!(dates_list_start_invalid.groups().is_err());
assert!(dates_list_start_invalid.start_date().is_err());
assert!(dates_list_start_invalid.end_date().is_ok()); // End date is valid
let dates_list_end_invalid = BDatesList::new(
"2023-01-01".to_string(),
"invalid-date".to_string(),
DateFreq::Daily,
);
assert!(dates_list_end_invalid.list().is_err());
assert!(dates_list_end_invalid.count().is_err());
assert!(dates_list_end_invalid.groups().is_err());
assert!(dates_list_end_invalid.start_date().is_ok()); // Start date is valid
assert!(dates_list_end_invalid.end_date().is_err());
}
// --- BDatesList Core Logic Tests (via list and count) ---
#[test]
/// Tests the `list()` method for QuarterEnd frequency over a full year.
fn test_bdates_list_quarterly_end_list() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-01-01".to_string(),
"2023-12-31".to_string(),
DateFreq::QuarterEnd,
);
let list = dates_list.list()?;
assert_eq!(list.len(), 4);
assert_eq!(
list,
vec![
date(2023, 3, 31),
date(2023, 6, 30),
date(2023, 9, 29),
date(2023, 12, 29)
]
); // Fri, Fri, Fri, Fri
Ok(())
}
#[test]
/// Tests the `list()` method for WeeklyMonday frequency.
fn test_bdates_list_weekly_monday_list() -> Result<(), Box<dyn Error>> {
// Range includes start date that is Monday, end date that is Sunday
let dates_list = BDatesList::new(
"2023-10-30".to_string(), // Monday (Week 44)
"2023-11-12".to_string(), // Sunday (Week 45 ends, Week 46 starts)
DateFreq::WeeklyMonday,
);
let list = dates_list.list()?;
// Mondays >= 2023-10-30 and <= 2023-11-12:
// 2023-10-30 (Included)
// 2023-11-06 (Included)
// 2023-11-13 (Excluded)
assert_eq!(list.len(), 2);
assert_eq!(list, vec![date(2023, 10, 30), date(2023, 11, 6)]);
Ok(())
}
#[test]
/// Tests the `list()` method for Daily frequency over a short range including weekends.
fn test_bdates_list_daily_list() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-11-01".to_string(), // Wednesday
"2023-11-05".to_string(), // Sunday
DateFreq::Daily,
);
let list = dates_list.list()?;
// Business days in range: Wed, Thu, Fri
assert_eq!(list.len(), 3);
assert_eq!(
list,
vec![date(2023, 11, 1), date(2023, 11, 2), date(2023, 11, 3)]
);
Ok(())
}
#[test]
/// Tests the `list()` method with an empty date range (end before start).
fn test_bdates_list_empty_range_list() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-12-31".to_string(),
"2023-01-01".to_string(), // End date before start date
DateFreq::Daily,
);
let list = dates_list.list()?;
assert!(list.is_empty());
assert_eq!(dates_list.count()?, 0); // Also test count here
Ok(())
}
#[test]
/// Tests the `count()` method for various frequencies.
fn test_bdates_list_count() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-01-01".to_string(),
"2023-12-31".to_string(),
DateFreq::MonthEnd,
);
assert_eq!(dates_list.count()?, 12, "{:?}", dates_list.list()); // 12 month ends in 2023
let dates_list_weekly = BDatesList::new(
"2023-11-01".to_string(), // Wed
"2023-11-30".to_string(), // Thu
DateFreq::WeeklyFriday,
);
// Fridays in range: 2023-11-03, 2023-11-10, 2023-11-17, 2023-11-24
assert_eq!(dates_list_weekly.count()?, 4);
Ok(())
}
#[test]
/// Tests `list()` and `count()` for YearlyStart frequency.
fn test_bdates_list_yearly_start() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-06-01".to_string(),
"2025-06-01".to_string(),
DateFreq::YearStart,
);
// Year starts >= 2023-06-01 and <= 2025-06-01:
// 2023-01-02 (Mon, Jan 1st is Sun) -> Excluded (< 2023-06-01)
// 2024-01-01 (Mon) -> Included
// 2025-01-01 (Wed) -> Included
assert_eq!(dates_list.list()?, vec![date(2024, 1, 1), date(2025, 1, 1)]);
assert_eq!(dates_list.count()?, 2);
Ok(())
}
#[test]
/// Tests `list()` and `count()` for MonthlyStart frequency.
fn test_bdates_list_monthly_start() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-11-15".to_string(), // Mid-Nov
"2024-02-15".to_string(), // Mid-Feb
DateFreq::MonthStart,
);
// Month starts >= 2023-11-15 and <= 2024-02-15:
// 2023-11-01 (Wed) -> Excluded (< 2023-11-15)
// 2023-12-01 (Fri) -> Included
// 2024-01-01 (Mon) -> Included
// 2024-02-01 (Thu) -> Included
// 2024-03-01 (Fri) -> Excluded (> 2024-02-15)
assert_eq!(
dates_list.list()?,
vec![date(2023, 12, 1), date(2024, 1, 1), date(2024, 2, 1)]
);
assert_eq!(dates_list.count()?, 3);
Ok(())
}
#[test]
/// Tests `list()` and `count()` for WeeklyFriday with a range ending mid-week.
fn test_bdates_list_weekly_friday_midweek_end() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-11-01".to_string(), // Wed (Week 44)
"2023-11-14".to_string(), // Tue (Week 46 starts on Mon 13th)
DateFreq::WeeklyFriday,
);
// Fridays >= 2023-11-01 and <= 2023-11-14:
// 2023-11-03 (Week 44) -> Included
// 2023-11-10 (Week 45) -> Included
// 2023-11-17 (Week 46) -> Excluded (> 2023-11-14)
assert_eq!(
dates_list.list()?,
vec![date(2023, 11, 3), date(2023, 11, 10)]
);
assert_eq!(dates_list.count()?, 2);
Ok(())
}
// --- Tests for groups() method ---
#[test]
/// Tests the `groups()` method for MonthlyEnd frequency across year boundary.
fn test_bdates_list_groups_monthly_end() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-10-15".to_string(), // Mid-October
"2024-01-15".to_string(), // Mid-January next year
DateFreq::MonthEnd,
);
let groups = dates_list.groups()?;
// Expected Month Ends within range ["2023-10-15", "2024-01-15"]:
// 2023-10-31 (>= 2023-10-15) -> Included
// 2023-11-30 (>= 2023-10-15) -> Included
// 2023-12-29 (>= 2023-10-15) -> Included
// 2024-01-31 (> 2024-01-15) -> Excluded
assert_eq!(groups.len(), 3);
// Check groups and dates within them (should be sorted by key, then by date).
// Keys: Monthly(2023, 10), Monthly(2023, 11), Monthly(2023, 12)
assert_eq!(groups[0], vec![date(2023, 10, 31)]); // Oct 2023 end
assert_eq!(groups[1], vec![date(2023, 11, 30)]); // Nov 2023 end
assert_eq!(groups[2], vec![date(2023, 12, 29)]); // Dec 2023 end (31st is Sunday)
Ok(())
}
#[test]
/// Tests the `groups()` method for Daily frequency over a short range.
fn test_bdates_list_groups_daily() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-11-01".to_string(), // Wed
"2023-11-05".to_string(), // Sun
DateFreq::Daily,
);
let groups = dates_list.groups()?;
// Business days in range: Wed, Thu, Fri. Each is its own group.
assert_eq!(groups.len(), 3);
// Keys: Daily(2023-11-01), Daily(2023-11-02), Daily(2023-11-03)
assert_eq!(groups[0], vec![date(2023, 11, 1)]);
assert_eq!(groups[1], vec![date(2023, 11, 2)]);
assert_eq!(groups[2], vec![date(2023, 11, 3)]);
Ok(())
}
#[test]
/// Tests the `groups()` method for WeeklyFriday frequency.
fn test_bdates_list_groups_weekly_friday() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-11-01".to_string(), // Wed (ISO Week 44)
"2023-11-15".to_string(), // Wed (ISO Week 46)
DateFreq::WeeklyFriday,
);
let groups = dates_list.groups()?;
// Fridays in range ["2023-11-01", "2023-11-15"]:
// 2023-11-03 (ISO Week 44) -> Included
// 2023-11-10 (ISO Week 45) -> Included
// 2023-11-17 (ISO Week 46) -> Excluded (> 2023-11-15)
assert_eq!(groups.len(), 2); // Groups for Week 44, Week 45
// Check grouping by ISO week
// Keys: Weekly(2023, 44), Weekly(2023, 45)
assert_eq!(groups[0], vec![date(2023, 11, 3)]); // ISO Week 44 group
assert_eq!(groups[1], vec![date(2023, 11, 10)]); // ISO Week 45 group
Ok(())
}
#[test]
/// Tests the `groups()` method for QuarterlyStart frequency spanning years.
fn test_bdates_list_groups_quarterly_start_spanning_years() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-08-01".to_string(), // Start date after Q3 2023 start business day
"2024-05-01".to_string(), // End date after Q2 2024 start business day
DateFreq::QuarterStart,
);
let groups = dates_list.groups()?;
// Quarterly starting business days *within the date range* ["2023-08-01", "2024-05-01"]:
// 2023-07-03 (Q3 2023 start) -> Excluded by start_date 2023-08-01
// 2023-10-02 (Q4 2023 start - Oct 1st is Sunday) -> Included
// 2024-01-01 (Q1 2024 start - Jan 1st is Monday) -> Included
// 2024-04-01 (Q2 2024 start) -> Included
// 2024-07-01 (Q3 2024 start) -> Excluded by end_date 2024-05-01
// Expected groups: Q4 2023, Q1 2024, Q2 2024
assert_eq!(groups.len(), 3);
// Check groups and dates within them (should be sorted by key, then by date)
// Key order: Quarterly(2023, 4), Quarterly(2024, 1), Quarterly(2024, 2)
assert_eq!(groups[0], vec![date(2023, 10, 2)]); // Q4 2023 group
assert_eq!(groups[1], vec![date(2024, 1, 1)]); // Q1 2024 group (Jan 1st 2024 was a Mon)
assert_eq!(groups[2], vec![date(2024, 4, 1)]); // Q2 2024 group
Ok(())
}
#[test]
/// Tests the `groups()` method for YearlyEnd frequency across year boundary.
fn test_bdates_list_groups_yearly_end() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2022-01-01".to_string(),
"2024-03-31".to_string(), // End date is Q1 2024
DateFreq::YearEnd,
);
let groups = dates_list.groups()?;
// Yearly ending business days *within the date range* ["2022-01-01", "2024-03-31"]:
// 2022-12-30 (Year 2022 end - 31st Sat) -> Included (>= 2022-01-01)
// 2023-12-29 (Year 2023 end - 31st Sun) -> Included (>= 2022-01-01)
// 2024-12-31 (Year 2024 end) -> Excluded because it's after 2024-03-31
// Expected groups: 2022, 2023
assert_eq!(groups.len(), 2);
// Check groups and dates within them (should be sorted by key, then by date)
// Key order: Yearly(2022), Yearly(2023)
assert_eq!(groups[0], vec![date(2022, 12, 30)]); // 2022 YE group
assert_eq!(groups[1], vec![date(2023, 12, 29)]); // 2023 YE group
Ok(())
}
#[test]
/// Tests the `groups()` method with an empty date range (end before start).
fn test_bdates_list_groups_empty_range() -> Result<(), Box<dyn Error>> {
let dates_list = BDatesList::new(
"2023-12-31".to_string(),
"2023-01-01".to_string(), // End date before start date
DateFreq::Daily,
);
let groups = dates_list.groups()?;
assert!(groups.is_empty());
Ok(())
}
// --- Tests for BDatesGenerator ---
#[test]
fn test_generator_new_zero_periods() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 1, 1);
let freq = DateFreq::Daily;
let n_periods = 0;
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), None); // Should be immediately exhausted
Ok(())
}
#[test]
fn test_generator_daily() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 11, 10); // Friday
let freq = DateFreq::Daily;
let n_periods = 4;
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), Some(date(2023, 11, 10))); // Fri
assert_eq!(generator.next(), Some(date(2023, 11, 13))); // Mon
assert_eq!(generator.next(), Some(date(2023, 11, 14))); // Tue
assert_eq!(generator.next(), Some(date(2023, 11, 15))); // Wed
assert_eq!(generator.next(), None); // Exhausted
// Test starting on weekend
let start_date_sat = date(2023, 11, 11); // Saturday
let mut generator_sat = BDatesGenerator::new(start_date_sat, freq, 2)?;
assert_eq!(generator_sat.next(), Some(date(2023, 11, 13))); // Mon
assert_eq!(generator_sat.next(), Some(date(2023, 11, 14))); // Tue
assert_eq!(generator_sat.next(), None);
Ok(())
}
#[test]
fn test_generator_weekly_monday() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 11, 8); // Wednesday
let freq = DateFreq::WeeklyMonday;
let n_periods = 3;
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), Some(date(2023, 11, 13)));
assert_eq!(generator.next(), Some(date(2023, 11, 20)));
assert_eq!(generator.next(), Some(date(2023, 11, 27)));
assert_eq!(generator.next(), None);
Ok(())
}
#[test]
fn test_generator_weekly_friday() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 11, 11); // Saturday
let freq = DateFreq::WeeklyFriday;
let n_periods = 3;
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), Some(date(2023, 11, 17)));
assert_eq!(generator.next(), Some(date(2023, 11, 24)));
assert_eq!(generator.next(), Some(date(2023, 12, 1)));
assert_eq!(generator.next(), None);
Ok(())
}
#[test]
fn test_generator_month_start() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 10, 15); // Mid-Oct
let freq = DateFreq::MonthStart;
let n_periods = 4; // Nov, Dec, Jan, Feb
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), Some(date(2023, 11, 1)));
assert_eq!(generator.next(), Some(date(2023, 12, 1)));
assert_eq!(generator.next(), Some(date(2024, 1, 1)));
assert_eq!(generator.next(), Some(date(2024, 2, 1)));
assert_eq!(generator.next(), None);
Ok(())
}
#[test]
fn test_generator_month_end() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 9, 30); // Sep 30 (Sat)
let freq = DateFreq::MonthEnd;
let n_periods = 4; // Oct, Nov, Dec, Jan
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), Some(date(2023, 10, 31))); // Sep end was 29th < 30th, so start with Oct end
assert_eq!(generator.next(), Some(date(2023, 11, 30)));
assert_eq!(generator.next(), Some(date(2023, 12, 29)));
assert_eq!(generator.next(), Some(date(2024, 1, 31)));
assert_eq!(generator.next(), None);
Ok(())
}
#[test]
fn test_generator_quarter_start() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 8, 1); // Mid-Q3
let freq = DateFreq::QuarterStart;
let n_periods = 3; // Q4'23, Q1'24, Q2'24
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), Some(date(2023, 10, 2))); // Q3 start was Jul 3, < Aug 1. Next is Q4 start.
assert_eq!(generator.next(), Some(date(2024, 1, 1)));
assert_eq!(generator.next(), Some(date(2024, 4, 1)));
assert_eq!(generator.next(), None);
Ok(())
}
#[test]
fn test_generator_quarter_end() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 11, 1); // Mid-Q4
let freq = DateFreq::QuarterEnd;
let n_periods = 3; // Q4'23, Q1'24, Q2'24
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), Some(date(2023, 12, 29))); // Q4 end is Dec 29 >= Nov 1
assert_eq!(generator.next(), Some(date(2024, 3, 29))); // Q1 end (Mar 31 is Sun)
assert_eq!(generator.next(), Some(date(2024, 6, 28))); // Q2 end (Jun 30 is Sun)
assert_eq!(generator.next(), None);
Ok(())
}
#[test]
fn test_generator_year_start() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 1, 1); // Jan 1 (Sun)
let freq = DateFreq::YearStart;
let n_periods = 3; // 2023, 2024, 2025
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), Some(date(2023, 1, 2))); // 2023 start bday >= Jan 1
assert_eq!(generator.next(), Some(date(2024, 1, 1)));
assert_eq!(generator.next(), Some(date(2025, 1, 1)));
assert_eq!(generator.next(), None);
Ok(())
}
#[test]
fn test_generator_year_end() -> Result<(), Box<dyn Error>> {
let start_date = date(2022, 12, 31); // Dec 31 (Sat)
let freq = DateFreq::YearEnd;
let n_periods = 3; // 2023, 2024, 2025
let mut generator = BDatesGenerator::new(start_date, freq, n_periods)?;
assert_eq!(generator.next(), Some(date(2023, 12, 29))); // 2022 end was Dec 30 < Dec 31. Next is 2023 end.
assert_eq!(generator.next(), Some(date(2024, 12, 31)));
assert_eq!(generator.next(), Some(date(2025, 12, 31)));
assert_eq!(generator.next(), None);
Ok(())
}
#[test]
fn test_generator_collect() -> Result<(), Box<dyn Error>> {
let start_date = date(2023, 11, 10); // Friday
let freq = DateFreq::Daily;
let n_periods = 4;
let generator = BDatesGenerator::new(start_date, freq, n_periods)?; // Use non-mut binding for collect
let dates: Vec<NaiveDate> = generator.collect();
assert_eq!(
dates,
vec![
date(2023, 11, 10), // Fri
date(2023, 11, 13), // Mon
date(2023, 11, 14), // Tue
date(2023, 11, 15) // Wed
]
);
Ok(())
}
}