334 lines
17 KiB
Haskell
334 lines
17 KiB
Haskell
{-|
|
|
|
|
More generic matching, done in one step, unlike FilterSpec and filterJournal*.
|
|
Currently used only by hledger-web.
|
|
|
|
-}
|
|
|
|
module Hledger.Data.Matching
|
|
where
|
|
import Data.Either
|
|
import Data.List
|
|
-- import Data.Map (findWithDefault, (!))
|
|
import Data.Maybe
|
|
-- import Data.Ord
|
|
import Data.Time.Calendar
|
|
-- import Data.Time.LocalTime
|
|
-- import Data.Tree
|
|
import Safe (readDef, headDef)
|
|
-- import System.Time (ClockTime(TOD))
|
|
import Test.HUnit
|
|
import Text.ParserCombinators.Parsec
|
|
-- import Text.Printf
|
|
-- import qualified Data.Map as Map
|
|
|
|
import Hledger.Utils
|
|
import Hledger.Data.Types
|
|
import Hledger.Data.AccountName
|
|
import Hledger.Data.Amount
|
|
-- import Hledger.Data.Commodity (canonicaliseCommodities)
|
|
import Hledger.Data.Dates
|
|
import Hledger.Data.Posting
|
|
import Hledger.Data.Transaction
|
|
-- import Hledger.Data.TimeLog
|
|
|
|
-- | A matcher is a single, or boolean composition of, search criteria,
|
|
-- which can be used to match postings, transactions, accounts and more.
|
|
-- If the first boolean is False, it's an inverse match.
|
|
-- Currently used by hledger-web, will likely replace FilterSpec at some point.
|
|
data Matcher = MatchAny -- ^ always match
|
|
| MatchNone -- ^ never match
|
|
| MatchOr [Matcher] -- ^ match if any of these match
|
|
| MatchAnd [Matcher] -- ^ match if all of these match
|
|
| MatchDesc Bool String -- ^ match if description matches this regexp
|
|
| MatchAcct Bool String -- ^ match postings whose account matches this regexp
|
|
| MatchDate Bool DateSpan -- ^ match if actual date in this date span
|
|
| MatchEDate Bool DateSpan -- ^ match if effective date in this date span
|
|
| MatchStatus Bool Bool -- ^ match if cleared status has this value
|
|
| MatchReal Bool Bool -- ^ match if "realness" (involves a real non-virtual account ?) has this value
|
|
| MatchEmpty Bool Bool -- ^ match if "emptiness" (from the --empty command-line flag) has this value.
|
|
-- Currently this means a posting with zero amount.
|
|
| MatchDepth Bool Int -- ^ match if account depth is less than or equal to this value
|
|
deriving (Show, Eq)
|
|
|
|
-- | A query option changes a query's/report's behaviour and output in some way.
|
|
|
|
-- XXX could use regular cli Opts ?
|
|
data QueryOpt = QueryOptInAcctOnly AccountName -- ^ show an account register focussed on this account
|
|
| QueryOptInAcct AccountName -- ^ as above but include sub-accounts in the account register
|
|
-- | QueryOptCostBasis -- ^ show amounts converted to cost where possible
|
|
-- | QueryOptEffectiveDate -- ^ show effective dates instead of actual dates
|
|
deriving (Show, Eq)
|
|
|
|
-- | The account we are currently focussed on, if any, and whether subaccounts are included.
|
|
-- Just looks at the first query option.
|
|
inAccount :: [QueryOpt] -> Maybe (AccountName,Bool)
|
|
inAccount [] = Nothing
|
|
inAccount (QueryOptInAcctOnly a:_) = Just (a,False)
|
|
inAccount (QueryOptInAcct a:_) = Just (a,True)
|
|
|
|
-- | A matcher for the account(s) we are currently focussed on, if any.
|
|
-- Just looks at the first query option.
|
|
inAccountMatcher :: [QueryOpt] -> Maybe Matcher
|
|
inAccountMatcher [] = Nothing
|
|
inAccountMatcher (QueryOptInAcctOnly a:_) = Just $ MatchAcct True $ accountNameToAccountOnlyRegex a
|
|
inAccountMatcher (QueryOptInAcct a:_) = Just $ MatchAcct True $ accountNameToAccountRegex a
|
|
|
|
-- -- | A matcher restricting the account(s) to be shown in the sidebar, if any.
|
|
-- -- Just looks at the first query option.
|
|
-- showAccountMatcher :: [QueryOpt] -> Maybe Matcher
|
|
-- showAccountMatcher (QueryOptInAcctSubsOnly a:_) = Just $ MatchAcct True $ accountNameToAccountRegex a
|
|
-- showAccountMatcher _ = Nothing
|
|
|
|
-- | Convert a query expression containing zero or more space-separated
|
|
-- terms to a matcher and zero or more query options. A query term is either:
|
|
--
|
|
-- 1. a search criteria, used to match transactions. This is usually a prefixed pattern such as:
|
|
-- acct:REGEXP
|
|
-- date:PERIODEXP
|
|
-- not:desc:REGEXP
|
|
--
|
|
-- 2. a query option, which changes behaviour in some way. There is currently one of these:
|
|
-- inacct:FULLACCTNAME - should appear only once
|
|
--
|
|
-- Multiple search criteria are AND'ed together.
|
|
-- When a pattern contains spaces, it or the whole term should be enclosed in single or double quotes.
|
|
-- A reference date is required to interpret relative dates in period expressions.
|
|
--
|
|
parseQuery :: Day -> String -> (Matcher,[QueryOpt])
|
|
parseQuery d s = (m,qopts)
|
|
where
|
|
terms = words'' prefixes s
|
|
(matchers, qopts) = partitionEithers $ map (parseMatcher d) terms
|
|
m = case matchers of [] -> MatchAny
|
|
(m':[]) -> m'
|
|
ms -> MatchAnd ms
|
|
|
|
-- keep synced with patterns below, excluding "not"
|
|
prefixes = map (++":") [
|
|
"inacct","inacctonly",
|
|
"desc","acct","date","edate","status","real","empty","depth"
|
|
]
|
|
defaultprefix = "acct"
|
|
|
|
-- | Parse a single query term as either a matcher or a query option.
|
|
parseMatcher :: Day -> String -> Either Matcher QueryOpt
|
|
parseMatcher _ ('i':'n':'a':'c':'c':'t':'o':'n':'l':'y':':':s) = Right $ QueryOptInAcctOnly s
|
|
parseMatcher _ ('i':'n':'a':'c':'c':'t':':':s) = Right $ QueryOptInAcct s
|
|
parseMatcher d ('n':'o':'t':':':s) = case parseMatcher d $ quoteIfSpaced s of
|
|
Left m -> Left $ negateMatcher m
|
|
Right _ -> Left MatchAny -- not:somequeryoption will be ignored
|
|
parseMatcher _ ('d':'e':'s':'c':':':s) = Left $ MatchDesc True s
|
|
parseMatcher _ ('a':'c':'c':'t':':':s) = Left $ MatchAcct True s
|
|
parseMatcher d ('d':'a':'t':'e':':':s) =
|
|
case parsePeriodExpr d s of Left _ -> Left MatchNone -- XXX should warn
|
|
Right (_,span) -> Left $ MatchDate True span
|
|
parseMatcher d ('e':'d':'a':'t':'e':':':s) =
|
|
case parsePeriodExpr d s of Left _ -> Left MatchNone -- XXX should warn
|
|
Right (_,span) -> Left $ MatchEDate True span
|
|
parseMatcher _ ('s':'t':'a':'t':'u':'s':':':s) = Left $ MatchStatus True $ parseStatus s
|
|
parseMatcher _ ('r':'e':'a':'l':':':s) = Left $ MatchReal True $ parseBool s
|
|
parseMatcher _ ('e':'m':'p':'t':'y':':':s) = Left $ MatchEmpty True $ parseBool s
|
|
parseMatcher _ ('d':'e':'p':'t':'h':':':s) = Left $ MatchDepth True $ readDef 0 s
|
|
parseMatcher _ "" = Left $ MatchAny
|
|
parseMatcher d s = parseMatcher d $ defaultprefix++":"++s
|
|
|
|
-- | Parse the boolean value part of a "status:" matcher, allowing "*" as
|
|
-- another way to spell True, similar to the journal file format.
|
|
parseStatus :: String -> Bool
|
|
parseStatus s = s `elem` (truestrings ++ ["*"])
|
|
|
|
-- | Parse the boolean value part of a "status:" matcher. A true value can
|
|
-- be spelled as "1", "t" or "true".
|
|
parseBool :: String -> Bool
|
|
parseBool s = s `elem` truestrings
|
|
|
|
truestrings :: [String]
|
|
truestrings = ["1","t","true"]
|
|
|
|
-- | Quote-and-prefix-aware version of words - don't split on spaces which
|
|
-- are inside quotes, including quotes which may have one of the specified
|
|
-- prefixes in front, and maybe an additional not: prefix in front of that.
|
|
words'' :: [String] -> String -> [String]
|
|
words'' prefixes = fromparse . parsewith maybeprefixedquotedphrases -- XXX
|
|
where
|
|
maybeprefixedquotedphrases = choice' [prefixedQuotedPattern, quotedPattern, pattern] `sepBy` many1 spacenonewline
|
|
prefixedQuotedPattern = do
|
|
not' <- optionMaybe $ string "not:"
|
|
prefix <- choice' $ map string prefixes
|
|
p <- quotedPattern
|
|
return $ fromMaybe "" not' ++ prefix ++ stripquotes p
|
|
quotedPattern = do
|
|
p <- between (oneOf "'\"") (oneOf "'\"") $ many $ noneOf "'\""
|
|
return $ stripquotes p
|
|
pattern = many (noneOf " \n\r\"")
|
|
|
|
-- -- | Parse the query string as a boolean tree of match patterns.
|
|
-- parseMatcher :: String -> Matcher
|
|
-- parseMatcher s = either (const (MatchAny)) id $ runParser matcher () "" $ lexmatcher s
|
|
|
|
-- lexmatcher :: String -> [String]
|
|
-- lexmatcher s = words' s
|
|
|
|
-- matcher :: GenParser String () Matcher
|
|
-- matcher = undefined
|
|
|
|
-- | Convert a match expression to its inverse.
|
|
negateMatcher :: Matcher -> Matcher
|
|
negateMatcher MatchAny = MatchNone
|
|
negateMatcher MatchNone = MatchAny
|
|
negateMatcher (MatchOr ms) = MatchAnd $ map negateMatcher ms
|
|
negateMatcher (MatchAnd ms) = MatchOr $ map negateMatcher ms
|
|
negateMatcher (MatchAcct sense arg) = MatchAcct (not sense) arg
|
|
negateMatcher (MatchDesc sense arg) = MatchDesc (not sense) arg
|
|
negateMatcher (MatchDate sense arg) = MatchDate (not sense) arg
|
|
negateMatcher (MatchEDate sense arg) = MatchEDate (not sense) arg
|
|
negateMatcher (MatchStatus sense arg) = MatchStatus (not sense) arg
|
|
negateMatcher (MatchReal sense arg) = MatchReal (not sense) arg
|
|
negateMatcher (MatchEmpty sense arg) = MatchEmpty (not sense) arg
|
|
negateMatcher (MatchDepth sense arg) = MatchDepth (not sense) arg
|
|
|
|
-- | Does the match expression match this posting ?
|
|
matchesPosting :: Matcher -> Posting -> Bool
|
|
matchesPosting (MatchAny) _ = True
|
|
matchesPosting (MatchNone) _ = False
|
|
matchesPosting (MatchOr ms) p = any (`matchesPosting` p) ms
|
|
matchesPosting (MatchAnd ms) p = all (`matchesPosting` p) ms
|
|
matchesPosting (MatchDesc True r) p = regexMatchesCI r $ maybe "" tdescription $ ptransaction p
|
|
matchesPosting (MatchDesc False r) p = not $ (MatchDesc True r) `matchesPosting` p
|
|
matchesPosting (MatchAcct True r) p = regexMatchesCI r $ paccount p
|
|
matchesPosting (MatchAcct False r) p = not $ (MatchAcct True r) `matchesPosting` p
|
|
matchesPosting (MatchDate True span) p =
|
|
case d of Just d' -> spanContainsDate span d'
|
|
Nothing -> False
|
|
where d = maybe Nothing (Just . tdate) $ ptransaction p
|
|
matchesPosting (MatchDate False span) p = not $ (MatchDate True span) `matchesPosting` p
|
|
matchesPosting (MatchEDate True span) p =
|
|
case d of Just d -> spanContainsDate span d
|
|
Nothing -> False
|
|
where d = maybe Nothing teffectivedate $ ptransaction p
|
|
matchesPosting (MatchEDate False span) p = not $ (MatchEDate True span) `matchesPosting` p
|
|
matchesPosting (MatchStatus True v) p = v == postingCleared p
|
|
matchesPosting (MatchStatus False v) p = v /= postingCleared p
|
|
matchesPosting (MatchReal True v) p = v == isReal p
|
|
matchesPosting (MatchReal False v) p = v /= isReal p
|
|
matchesPosting (MatchEmpty True v) Posting{pamount=a} = v == isZeroMixedAmount a
|
|
matchesPosting (MatchEmpty False v) p = not $ (MatchEmpty True v) `matchesPosting` p
|
|
matchesPosting _ _ = False
|
|
|
|
-- | Does the match expression match this transaction ?
|
|
matchesTransaction :: Matcher -> Transaction -> Bool
|
|
matchesTransaction (MatchAny) _ = True
|
|
matchesTransaction (MatchNone) _ = False
|
|
matchesTransaction (MatchOr ms) t = any (`matchesTransaction` t) ms
|
|
matchesTransaction (MatchAnd ms) t = all (`matchesTransaction` t) ms
|
|
matchesTransaction (MatchDesc True r) t = regexMatchesCI r $ tdescription t
|
|
matchesTransaction (MatchDesc False r) t = not $ (MatchDesc True r) `matchesTransaction` t
|
|
matchesTransaction m@(MatchAcct True _) t = any (m `matchesPosting`) $ tpostings t
|
|
matchesTransaction (MatchAcct False r) t = not $ (MatchAcct True r) `matchesTransaction` t
|
|
matchesTransaction (MatchDate True span) t = spanContainsDate span $ tdate t
|
|
matchesTransaction (MatchDate False span) t = not $ (MatchDate True span) `matchesTransaction` t
|
|
matchesTransaction (MatchEDate True span) Transaction{teffectivedate=Just d} = spanContainsDate span d
|
|
matchesTransaction _ Transaction{teffectivedate=Nothing} = False
|
|
matchesTransaction (MatchEDate False span) t = not $ (MatchEDate True span) `matchesTransaction` t
|
|
matchesTransaction (MatchStatus True v) t = v == tstatus t
|
|
matchesTransaction (MatchStatus False v) t = v /= tstatus t
|
|
matchesTransaction (MatchReal True v) t = v == hasRealPostings t
|
|
matchesTransaction (MatchReal False v) t = v /= hasRealPostings t
|
|
matchesTransaction _ _ = False
|
|
|
|
-- | Does the match expression match this account ?
|
|
-- A matching in: clause is also considered a match.
|
|
matchesAccount :: Matcher -> AccountName -> Bool
|
|
matchesAccount (MatchAny) _ = True
|
|
matchesAccount (MatchNone) _ = False
|
|
matchesAccount (MatchOr ms) a = any (`matchesAccount` a) ms
|
|
matchesAccount (MatchAnd ms) a = all (`matchesAccount` a) ms
|
|
matchesAccount (MatchAcct True r) a = regexMatchesCI r a
|
|
matchesAccount (MatchAcct False r) a = not $ (MatchAcct True r) `matchesAccount` a
|
|
matchesAccount _ _ = False
|
|
|
|
-- | What start date does this matcher specify, if any ?
|
|
-- If the matcher is an OR expression, returns the earliest of the alternatives.
|
|
-- When the flag is true, look for a starting effective date instead.
|
|
matcherStartDate :: Bool -> Matcher -> Maybe Day
|
|
matcherStartDate effective (MatchOr ms) = earliestMaybeDate $ map (matcherStartDate effective) ms
|
|
matcherStartDate effective (MatchAnd ms) = latestMaybeDate $ map (matcherStartDate effective) ms
|
|
matcherStartDate False (MatchDate True (DateSpan (Just d) _)) = Just d
|
|
matcherStartDate True (MatchEDate True (DateSpan (Just d) _)) = Just d
|
|
matcherStartDate _ _ = Nothing
|
|
|
|
-- | Does this matcher specify a start date and nothing else (that would
|
|
-- filter postings prior to the date) ?
|
|
-- When the flag is true, look for a starting effective date instead.
|
|
matcherIsStartDateOnly :: Bool -> Matcher -> Bool
|
|
matcherIsStartDateOnly _ MatchAny = False
|
|
matcherIsStartDateOnly _ MatchNone = False
|
|
matcherIsStartDateOnly effective (MatchOr ms) = and $ map (matcherIsStartDateOnly effective) ms
|
|
matcherIsStartDateOnly effective (MatchAnd ms) = and $ map (matcherIsStartDateOnly effective) ms
|
|
matcherIsStartDateOnly False (MatchDate _ (DateSpan (Just _) _)) = True
|
|
matcherIsStartDateOnly True (MatchEDate _ (DateSpan (Just _) _)) = True
|
|
matcherIsStartDateOnly _ _ = False
|
|
|
|
-- | Does this matcher match everything ?
|
|
matcherIsNull MatchAny = True
|
|
matcherIsNull (MatchAnd []) = True
|
|
matcherIsNull _ = False
|
|
|
|
-- | What is the earliest of these dates, where Nothing is earliest ?
|
|
earliestMaybeDate :: [Maybe Day] -> Maybe Day
|
|
earliestMaybeDate = headDef Nothing . sortBy compareMaybeDates
|
|
|
|
-- | What is the latest of these dates, where Nothing is earliest ?
|
|
latestMaybeDate :: [Maybe Day] -> Maybe Day
|
|
latestMaybeDate = headDef Nothing . sortBy (flip compareMaybeDates)
|
|
|
|
-- | Compare two maybe dates, Nothing is earliest.
|
|
compareMaybeDates :: Maybe Day -> Maybe Day -> Ordering
|
|
compareMaybeDates Nothing Nothing = EQ
|
|
compareMaybeDates Nothing (Just _) = LT
|
|
compareMaybeDates (Just _) Nothing = GT
|
|
compareMaybeDates (Just a) (Just b) = compare a b
|
|
|
|
tests_Hledger_Data_Matching :: Test
|
|
tests_Hledger_Data_Matching = TestList
|
|
[
|
|
|
|
"parseQuery" ~: do
|
|
let d = parsedate "2011/1/1"
|
|
parseQuery d "a" `is` (MatchAcct True "a", [])
|
|
parseQuery d "acct:a" `is` (MatchAcct True "a", [])
|
|
parseQuery d "acct:a desc:b" `is` (MatchAnd [MatchAcct True "a", MatchDesc True "b"], [])
|
|
parseQuery d "\"acct:expenses:autres d\233penses\"" `is` (MatchAcct True "expenses:autres d\233penses", [])
|
|
parseQuery d "not:desc:'a b'" `is` (MatchDesc False "a b", [])
|
|
|
|
parseQuery d "inacct:a desc:b" `is` (MatchDesc True "b", [QueryOptInAcct "b"])
|
|
parseQuery d "inacct:a inacct:b" `is` (MatchAny, [QueryOptInAcct "a"])
|
|
|
|
parseQuery d "status:1" `is` (MatchStatus True True, [])
|
|
parseQuery d "status:0" `is` (MatchStatus True False, [])
|
|
parseQuery d "status:" `is` (MatchStatus True False, [])
|
|
parseQuery d "real:1" `is` (MatchReal True True, [])
|
|
|
|
,"matchesAccount" ~: do
|
|
assertBool "positive acct match" $ matchesAccount (MatchAcct True "b:c") "a:bb:c:d"
|
|
-- assertBool "acct should match at beginning" $ not $ matchesAccount (MatchAcct True "a:b") "c:a:b"
|
|
|
|
,"matchesPosting" ~: do
|
|
-- matching posting status..
|
|
assertBool "positive match on true posting status" $
|
|
(MatchStatus True True) `matchesPosting` nullposting{pstatus=True}
|
|
assertBool "negative match on true posting status" $
|
|
not $ (MatchStatus False True) `matchesPosting` nullposting{pstatus=True}
|
|
assertBool "positive match on false posting status" $
|
|
(MatchStatus True False) `matchesPosting` nullposting{pstatus=False}
|
|
assertBool "negative match on false posting status" $
|
|
not $ (MatchStatus False False) `matchesPosting` nullposting{pstatus=False}
|
|
assertBool "positive match on true posting status acquired from transaction" $
|
|
(MatchStatus True True) `matchesPosting` nullposting{pstatus=False,ptransaction=Just nulltransaction{tstatus=True}}
|
|
assertBool "real:1 on real posting" $ (MatchReal True True) `matchesPosting` nullposting{ptype=RegularPosting}
|
|
assertBool "real:1 on virtual posting fails" $ not $ (MatchReal True True) `matchesPosting` nullposting{ptype=VirtualPosting}
|
|
assertBool "real:1 on balanced virtual posting fails" $ not $ (MatchReal True True) `matchesPosting` nullposting{ptype=BalancedVirtualPosting}
|
|
|
|
]
|