Financial Transaction Tracker

Overview

This project implements a transaction history manager for tracking financial transactions. It includes functionality for reading transaction data from a file, storing it in a linked list, sorting transactions by date, updating values, and computing capital gains and losses.

Files

• main.cpp - Contains the main function to demonstrate the usage of the History and Transaction classes.
• History.hpp - Header file for the History class, which manages the linked list of transactions.
• History_Transactions_definitions.cpp - Definitions for the History and Transaction classes, including methods for insertion, sorting, and computations.
• Transaction.hpp - Header file for the Transaction class, which represents individual transactions.
• project4.cpp - Implementation of file handling and parsing functions.
• project4.hpp - Header file for file handling and parsing functions used in project4.cpp.

Classes

Transaction

• Constructor: Initializes a transaction with the given details.
• Destructor: Cleans up the transaction object.
• Member Functions:
  • Getters for various transaction details (e.g., symbol, date, shares).
  • Setters for updating values (e.g., ACB, CGL).
  • Print function to display transaction details.
  • Overloaded < operator for comparison based on date and ID.

History

• Constructor: Initializes an empty history.
• Destructor: Cleans up the linked list of transactions.
• Member Functions:
  • insert(Transaction *p_new_trans): Inserts a transaction into the linked list.
  • read_history(): Reads transaction history from a file.
  • print(): Prints all transactions in the history.
  • sort_by_date(): Sorts transactions by date using insertion sort.
  • update_acb_cgl(): Updates ACB (Adjusted Cost Base) and CGL (Capital Gains/Losses).
  • compute_cgl(unsigned int year): Computes total CGL for a given year.

File Handling Functions (in project4.cpp)

• open_file(): Opens the transaction history file for reading.
• close_file(): Closes the file.
• next_trans_entry(): Parses the next transaction entry from the file.
• Getters for accessing parsed transaction details.

Compilation and Usage

1. Compile the Project:

   g++ -o transaction_manager main.cpp History_Transactions_definitions.cpp project4.cpp

2. Prepare the Input File:

   Use the file named transaction_history.txt in the same directory

3. Run the Program:

   ./transaction_manager

   This will read the transactions from transaction_history.txt, print the initial history, sort transactions by date, update ACB and CGL values, and compute CGL for the years 2018 and 2019.

Notes

• Ensure that the file transaction_history.txt is present and correctly formatted for the program to work.
• The Transaction class uses a static member assigned_trans_id to uniquely identify each transaction.