hledger/hledger-lib/Hledger/Data/Matching.hs
Simon Michael f7956d1ab7 web: account matching works like --related by default; dim excluded accounts
A step closer to working like standard accounting programs where you click
an account to see transactions "in" that account.  acct:PAT (or just PAT)
now matches the other postings in transactions matching the account
pattern, like ledger --related. When matching an account (or several) this
way, the unmatched accounts are dimmed to clarify what's happening.
Still to do: fix the sign of the running total, and find out how this
style of search will really coexist with the other ways of searching.
2011-06-07 06:11:38 +00:00

147 lines
7.0 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.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)
-- 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.Transaction (journalTransactionWithDate,balanceTransaction)
-- import Hledger.Data.Posting
-- import Hledger.Data.TimeLog
-- | A more general way to match transactions and postings, successor to FilterSpec. (?)
-- If the first boolean is False, it's a negative match.
data Matcher = MatchAny -- ^ always 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
| MatchOtherAcct Bool String -- ^ match postings whose transaction contains a posting to an account matching 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" (amount is zero ?) has this value
| MatchDepth Bool Int -- ^ match if account depth is less than or equal to this value
deriving (Show)
-- | Parse a query expression as a list of match patterns OR'd together.
parseMatcher :: Day -> String -> Matcher
parseMatcher refdate s = MatchAnd $ map parseword $ words'' ["not:","acct:","desc:"] s
where
parseword :: String -> Matcher
parseword ('n':'o':'t':':':s) = negateMatch $ parseMatcher refdate s
parseword ('d':'e':'s':'c':':':s) = MatchDesc True s
-- parseword ('a':'c':'c':'t':':':s) = MatchAcct True s
parseword ('a':'c':'c':'t':':':s) = MatchOtherAcct True s
parseword ('d':'a':'t':'e':':':s) = MatchDate True $ spanFromSmartDateString refdate s
parseword ('e':'d':'a':'t':'e':':':s) = MatchEDate True $ spanFromSmartDateString refdate s
parseword ('s':'t':'a':'t':'u':'s':':':s) = MatchStatus True $ parseStatus s
parseword ('r':'e':'a':'l':':':s) = MatchReal True $ parseBool s
parseword ('e':'m':'p':'t':'y':':':s) = MatchEmpty True $ parseBool s
parseword ('d':'e':'p':'t':'h':':':s) = MatchDepth True $ readDef 0 s
parseword "" = MatchAny
parseword s = parseword $ "acct:"++s
parseStatus "*" = True
parseStatus _ = False
parseBool s = s `elem` ["t","true","1","on"]
-- | 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.
words'' :: [String] -> String -> [String]
words'' prefixes = fromparse . parsewith maybeprefixedquotedphrases
where
maybeprefixedquotedphrases = choice' [prefixedQuotedPattern, quotedPattern, pattern] `sepBy` many1 spacenonewline
prefixedQuotedPattern = do
prefix <- choice' $ map string prefixes
p <- quotedPattern
return $ 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
matchesPosting :: Matcher -> Posting -> Bool
matchesPosting (MatchAny) p = True
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 (MatchOtherAcct True r) p =
case ptransaction p of
Just t -> (MatchAcct True r) `matchesTransaction` t && (MatchAcct False r) `matchesPosting` p
Nothing -> False
matchesPosting (MatchOtherAcct False r) p = not $ (MatchOtherAcct True r) `matchesPosting` p
matchesPosting _ _ = False
matchesTransaction :: Matcher -> Transaction -> Bool
matchesTransaction (MatchAny) t = True
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 (MatchOtherAcct sense r) t = (MatchAcct sense r) `matchesTransaction` t
matchesTransaction _ _ = False
-- | Does this matcher match this account name as one we are "in" ?
matchesInAccount :: Matcher -> AccountName -> Bool
matchesInAccount (MatchAny) a = True
matchesInAccount (MatchOr ms) a = any (`matchesInAccount` a) ms
matchesInAccount (MatchAnd ms) a = all (`matchesInAccount` a) ms
matchesInAccount (MatchOtherAcct True r) a = regexMatchesCI r a
matchesInAccount (MatchOtherAcct False r) a = not $ (MatchOtherAcct True r) `matchesInAccount` a
matchesInAccount _ _ = True
negateMatch :: Matcher -> Matcher
negateMatch (MatchOr ms) = MatchAnd $ map negateMatch ms
negateMatch (MatchAnd ms) = MatchOr $ map negateMatch ms
negateMatch (MatchAcct sense arg) = MatchAcct (not sense) arg
negateMatch (MatchDesc sense arg) = MatchDesc (not sense) arg
negateMatch (MatchOtherAcct sense arg) = MatchOtherAcct (not sense) arg
negateMatch (MatchDate sense arg) = MatchDate (not sense) arg
negateMatch (MatchEDate sense arg) = MatchEDate (not sense) arg
negateMatch (MatchStatus sense arg) = MatchStatus (not sense) arg
negateMatch (MatchReal sense arg) = MatchReal (not sense) arg
negateMatch (MatchEmpty sense arg) = MatchEmpty (not sense) arg
negateMatch (MatchDepth sense arg) = MatchDepth (not sense) arg