{-| A general query system for matching things (accounts, postings, transactions..) by various criteria, and a SimpleTextParser for query expressions. -} {-# LANGUAGE DeriveDataTypeable, OverloadedStrings, ViewPatterns #-} {-# LANGUAGE CPP #-} module Hledger.Query ( -- * Query and QueryOpt Query(..), QueryOpt(..), -- * parsing parseQuery, simplifyQuery, filterQuery, -- * accessors queryIsNull, queryIsAcct, queryIsDepth, queryIsDate, queryIsDate2, queryIsDateOrDate2, queryIsStartDateOnly, queryIsSym, queryIsReal, queryIsStatus, queryIsEmpty, queryStartDate, queryEndDate, queryDateSpan, queryDateSpan', queryDepth, inAccount, inAccountQuery, -- * matching matchesTransaction, matchesPosting, matchesAccount, matchesMixedAmount, matchesAmount, words'', -- * tests tests_Hledger_Query ) where import Data.Data import Data.Either import Data.List import Data.Maybe #if !(MIN_VERSION_base(4,11,0)) import Data.Monoid ((<>)) #endif -- import Data.Text (Text) import qualified Data.Text as T import Data.Time.Calendar import Safe (readDef, headDef) import Test.HUnit import Text.Megaparsec.Compat import Hledger.Utils hiding (words') import Hledger.Data.Types import Hledger.Data.AccountName import Hledger.Data.Amount (amount, nullamt, usd) import Hledger.Data.Dates import Hledger.Data.Posting import Hledger.Data.Transaction -- | A query is a composition of search criteria, which can be used to -- match postings, transactions, accounts and more. data Query = Any -- ^ always match | None -- ^ never match | Not Query -- ^ negate this match | Or [Query] -- ^ match if any of these match | And [Query] -- ^ match if all of these match | Code Regexp -- ^ match if code matches this regexp | Desc Regexp -- ^ match if description matches this regexp | Acct Regexp -- ^ match postings whose account matches this regexp | Date DateSpan -- ^ match if primary date in this date span | Date2 DateSpan -- ^ match if secondary date in this date span | StatusQ Status -- ^ match txns/postings with this status | Real Bool -- ^ match if "realness" (involves a real non-virtual account ?) has this value | Amt OrdPlus Quantity -- ^ match if the amount's numeric quantity is less than/greater than/equal to/unsignedly equal to some value | Sym Regexp -- ^ match if the entire commodity symbol is matched by this regexp | Empty Bool -- ^ if true, show zero-amount postings/accounts which are usually not shown -- more of a query option than a query criteria ? | Depth Int -- ^ match if account depth is less than or equal to this value. -- Depth is sometimes used like a query (for filtering report data) -- and sometimes like a query option (for controlling display) | Tag Regexp (Maybe Regexp) -- ^ match if a tag's name, and optionally its value, is matched by these respective regexps -- matching the regexp if provided, exists deriving (Eq,Data,Typeable) -- custom Show implementation to show strings more accurately, eg for debugging regexps instance Show Query where show Any = "Any" show None = "None" show (Not q) = "Not (" ++ show q ++ ")" show (Or qs) = "Or (" ++ show qs ++ ")" show (And qs) = "And (" ++ show qs ++ ")" show (Code r) = "Code " ++ show r show (Desc r) = "Desc " ++ show r show (Acct r) = "Acct " ++ show r show (Date ds) = "Date (" ++ show ds ++ ")" show (Date2 ds) = "Date2 (" ++ show ds ++ ")" show (StatusQ b) = "StatusQ " ++ show b show (Real b) = "Real " ++ show b show (Amt ord qty) = "Amt " ++ show ord ++ " " ++ show qty show (Sym r) = "Sym " ++ show r show (Empty b) = "Empty " ++ show b show (Depth n) = "Depth " ++ show n show (Tag s ms) = "Tag " ++ show s ++ " (" ++ show ms ++ ")" -- | A query option changes a query's/report's behaviour and output in some way. 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 -- | QueryOptDate2 -- ^ show secondary dates instead of primary dates deriving (Show, Eq, Data, Typeable) -- parsing -- -- | A query restricting the account(s) to be shown in the sidebar, if any. -- -- Just looks at the first query option. -- showAccountMatcher :: [QueryOpt] -> Maybe Query -- showAccountMatcher (QueryOptInAcctSubsOnly a:_) = Just $ Acct True $ accountNameToAccountRegex a -- showAccountMatcher _ = Nothing -- | Convert a query expression containing zero or more space-separated -- terms to a query and zero or more query options. A query term is either: -- -- 1. a search pattern, which matches on one or more fields, eg: -- -- acct:REGEXP - match the account name with a regular expression -- desc:REGEXP - match the transaction description -- date:PERIODEXP - match the date with a period expression -- -- The prefix indicates the field to match, or if there is no prefix -- account name is assumed. -- -- 2. a query option, which modifies the reporting behaviour in some -- way. There is currently one of these, which may appear only once: -- -- inacct:FULLACCTNAME -- -- The usual shell quoting rules are assumed. When a pattern contains -- whitespace, it (or the whole term including prefix) should be enclosed -- in single or double quotes. -- -- Period expressions may contain relative dates, so a reference date is -- required to fully parse these. -- -- Multiple terms are combined as follows: -- 1. multiple account patterns are OR'd together -- 2. multiple description patterns are OR'd together -- 3. multiple status patterns are OR'd together -- 4. then all terms are AND'd together parseQuery :: Day -> T.Text -> (Query,[QueryOpt]) parseQuery d s = (q, opts) where terms = words'' prefixes s (pats, opts) = partitionEithers $ map (parseQueryTerm d) terms (descpats, pats') = partition queryIsDesc pats (acctpats, pats'') = partition queryIsAcct pats' (statuspats, otherpats) = partition queryIsStatus pats'' q = simplifyQuery $ And $ [Or acctpats, Or descpats, Or statuspats] ++ otherpats tests_parseQuery = [ "parseQuery" ~: do let d = nulldate -- parsedate "2011/1/1" parseQuery d "acct:'expenses:autres d\233penses' desc:b" `is` (And [Acct "expenses:autres d\233penses", Desc "b"], []) parseQuery d "inacct:a desc:\"b b\"" `is` (Desc "b b", [QueryOptInAcct "a"]) parseQuery d "inacct:a inacct:b" `is` (Any, [QueryOptInAcct "a", QueryOptInAcct "b"]) parseQuery d "desc:'x x'" `is` (Desc "x x", []) parseQuery d "'a a' 'b" `is` (Or [Acct "a a",Acct "'b"], []) parseQuery d "\"" `is` (Acct "\"", []) ] -- XXX -- | 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'' :: [T.Text] -> T.Text -> [T.Text] words'' prefixes = fromparse . parsewith maybeprefixedquotedphrases -- XXX where maybeprefixedquotedphrases :: SimpleTextParser [T.Text] maybeprefixedquotedphrases = choice' [prefixedQuotedPattern, singleQuotedPattern, doubleQuotedPattern, pattern] `sepBy` skipSome spacenonewline prefixedQuotedPattern :: SimpleTextParser T.Text prefixedQuotedPattern = do not' <- fromMaybe "" `fmap` (optional $ mptext "not:") let allowednexts | T.null not' = prefixes | otherwise = prefixes ++ [""] next <- choice' $ map mptext allowednexts let prefix :: T.Text prefix = not' <> next p <- singleQuotedPattern <|> doubleQuotedPattern return $ prefix <> stripquotes p singleQuotedPattern :: SimpleTextParser T.Text singleQuotedPattern = between (char '\'') (char '\'') (many $ noneOf ("'" :: [Char])) >>= return . stripquotes . T.pack doubleQuotedPattern :: SimpleTextParser T.Text doubleQuotedPattern = between (char '"') (char '"') (many $ noneOf ("\"" :: [Char])) >>= return . stripquotes . T.pack pattern :: SimpleTextParser T.Text pattern = fmap T.pack $ many (noneOf (" \n\r" :: [Char])) tests_words'' = [ "words''" ~: do assertEqual "1" ["a","b"] (words'' [] "a b") assertEqual "2" ["a b"] (words'' [] "'a b'") assertEqual "3" ["not:a","b"] (words'' [] "not:a b") assertEqual "4" ["not:a b"] (words'' [] "not:'a b'") assertEqual "5" ["not:a b"] (words'' [] "'not:a b'") assertEqual "6" ["not:desc:a b"] (words'' ["desc:"] "not:desc:'a b'") let s `gives` r = assertEqual "" r (words'' prefixes s) "\"acct:expenses:autres d\233penses\"" `gives` ["acct:expenses:autres d\233penses"] "\"" `gives` ["\""] ] -- XXX -- keep synced with patterns below, excluding "not" prefixes :: [T.Text] prefixes = map (<>":") [ "inacctonly" ,"inacct" ,"amt" ,"code" ,"desc" ,"payee" ,"note" ,"acct" ,"date" ,"date2" ,"status" ,"cur" ,"real" ,"empty" ,"depth" ,"tag" ] defaultprefix :: T.Text defaultprefix = "acct" -- -- | Parse the query string as a boolean tree of match patterns. -- parseQueryTerm :: String -> Query -- parseQueryTerm s = either (const (Any)) id $ runParser query () "" $ lexmatcher s -- lexmatcher :: String -> [String] -- lexmatcher s = words' s -- query :: GenParser String () Query -- query = undefined -- | Parse a single query term as either a query or a query option, -- or raise an error if it has invalid syntax. parseQueryTerm :: Day -> T.Text -> Either Query QueryOpt parseQueryTerm _ (T.stripPrefix "inacctonly:" -> Just s) = Right $ QueryOptInAcctOnly s parseQueryTerm _ (T.stripPrefix "inacct:" -> Just s) = Right $ QueryOptInAcct s parseQueryTerm d (T.stripPrefix "not:" -> Just s) = case parseQueryTerm d s of Left m -> Left $ Not m Right _ -> Left Any -- not:somequeryoption will be ignored parseQueryTerm _ (T.stripPrefix "code:" -> Just s) = Left $ Code $ T.unpack s parseQueryTerm _ (T.stripPrefix "desc:" -> Just s) = Left $ Desc $ T.unpack s parseQueryTerm _ (T.stripPrefix "payee:" -> Just s) = Left $ Tag "payee" $ Just $ T.unpack s parseQueryTerm _ (T.stripPrefix "note:" -> Just s) = Left $ Tag "note" $ Just $ T.unpack s parseQueryTerm _ (T.stripPrefix "acct:" -> Just s) = Left $ Acct $ T.unpack s parseQueryTerm d (T.stripPrefix "date2:" -> Just s) = case parsePeriodExpr d s of Left e -> error' $ "\"date2:"++T.unpack s++"\" gave a "++showDateParseError e Right (_,span) -> Left $ Date2 span parseQueryTerm d (T.stripPrefix "date:" -> Just s) = case parsePeriodExpr d s of Left e -> error' $ "\"date:"++T.unpack s++"\" gave a "++showDateParseError e Right (_,span) -> Left $ Date span parseQueryTerm _ (T.stripPrefix "status:" -> Just s) = case parseStatus s of Left e -> error' $ "\"status:"++T.unpack s++"\" gave a parse error: " ++ e Right st -> Left $ StatusQ st parseQueryTerm _ (T.stripPrefix "real:" -> Just s) = Left $ Real $ parseBool s || T.null s parseQueryTerm _ (T.stripPrefix "amt:" -> Just s) = Left $ Amt ord q where (ord, q) = parseAmountQueryTerm s parseQueryTerm _ (T.stripPrefix "empty:" -> Just s) = Left $ Empty $ parseBool s parseQueryTerm _ (T.stripPrefix "depth:" -> Just s) | n >= 0 = Left $ Depth n | otherwise = error' "depth: should have a positive number" where n = readDef 0 (T.unpack s) parseQueryTerm _ (T.stripPrefix "cur:" -> Just s) = Left $ Sym (T.unpack s) -- support cur: as an alias parseQueryTerm _ (T.stripPrefix "tag:" -> Just s) = Left $ Tag n v where (n,v) = parseTag s parseQueryTerm _ "" = Left $ Any parseQueryTerm d s = parseQueryTerm d $ defaultprefix<>":"<>s tests_parseQueryTerm = [ "parseQueryTerm" ~: do let s `gives` r = parseQueryTerm nulldate s `is` r "a" `gives` (Left $ Acct "a") "acct:expenses:autres d\233penses" `gives` (Left $ Acct "expenses:autres d\233penses") "not:desc:a b" `gives` (Left $ Not $ Desc "a b") "status:1" `gives` (Left $ StatusQ Cleared) "status:*" `gives` (Left $ StatusQ Cleared) "status:!" `gives` (Left $ StatusQ Pending) "status:0" `gives` (Left $ StatusQ Unmarked) "status:" `gives` (Left $ StatusQ Unmarked) "payee:x" `gives` (Left $ Tag "payee" (Just "x")) "note:x" `gives` (Left $ Tag "note" (Just "x")) "real:1" `gives` (Left $ Real True) "date:2008" `gives` (Left $ Date $ DateSpan (Just $ parsedate "2008/01/01") (Just $ parsedate "2009/01/01")) "date:from 2012/5/17" `gives` (Left $ Date $ DateSpan (Just $ parsedate "2012/05/17") Nothing) "inacct:a" `gives` (Right $ QueryOptInAcct "a") "tag:a" `gives` (Left $ Tag "a" Nothing) "tag:a=some value" `gives` (Left $ Tag "a" (Just "some value")) -- "amt:<0" `gives` (Left $ Amt LT 0) -- "amt:=.23" `gives` (Left $ Amt EQ 0.23) -- "amt:>10000.10" `gives` (Left $ Amt GT 10000.1) ] data OrdPlus = Lt | LtEq | Gt | GtEq | Eq | AbsLt | AbsLtEq | AbsGt | AbsGtEq | AbsEq deriving (Show,Eq,Data,Typeable) -- can fail parseAmountQueryTerm :: T.Text -> (OrdPlus, Quantity) parseAmountQueryTerm s' = case s' of -- feel free to do this a smarter way "" -> err (T.stripPrefix "<+" -> Just s) -> (Lt, readDef err (T.unpack s)) (T.stripPrefix "<=+" -> Just s) -> (LtEq, readDef err (T.unpack s)) (T.stripPrefix ">+" -> Just s) -> (Gt, readDef err (T.unpack s)) (T.stripPrefix ">=+" -> Just s) -> (GtEq, readDef err (T.unpack s)) (T.stripPrefix "=+" -> Just s) -> (Eq, readDef err (T.unpack s)) (T.stripPrefix "+" -> Just s) -> (Eq, readDef err (T.unpack s)) (T.stripPrefix "<-" -> Just s) -> (Lt, negate $ readDef err (T.unpack s)) (T.stripPrefix "<=-" -> Just s) -> (LtEq, negate $ readDef err (T.unpack s)) (T.stripPrefix ">-" -> Just s) -> (Gt, negate $ readDef err (T.unpack s)) (T.stripPrefix ">=-" -> Just s) -> (GtEq, negate $ readDef err (T.unpack s)) (T.stripPrefix "=-" -> Just s) -> (Eq, negate $ readDef err (T.unpack s)) (T.stripPrefix "-" -> Just s) -> (Eq, negate $ readDef err (T.unpack s)) (T.stripPrefix "<=" -> Just s) -> let n = readDef err (T.unpack s) in case n of 0 -> (LtEq, 0) _ -> (AbsLtEq, n) (T.stripPrefix "<" -> Just s) -> let n = readDef err (T.unpack s) in case n of 0 -> (Lt, 0) _ -> (AbsLt, n) (T.stripPrefix ">=" -> Just s) -> let n = readDef err (T.unpack s) in case n of 0 -> (GtEq, 0) _ -> (AbsGtEq, n) (T.stripPrefix ">" -> Just s) -> let n = readDef err (T.unpack s) in case n of 0 -> (Gt, 0) _ -> (AbsGt, n) (T.stripPrefix "=" -> Just s) -> (AbsEq, readDef err (T.unpack s)) s -> (AbsEq, readDef err (T.unpack s)) where err = error' $ "could not parse as '=', '<', or '>' (optional) followed by a (optionally signed) numeric quantity: " ++ T.unpack s' tests_parseAmountQueryTerm = [ "parseAmountQueryTerm" ~: do let s `gives` r = parseAmountQueryTerm s `is` r "<0" `gives` (Lt,0) -- special case for convenience, since AbsLt 0 would be always false ">0" `gives` (Gt,0) -- special case for convenience and consistency with above ">10000.10" `gives` (AbsGt,10000.1) "=0.23" `gives` (AbsEq,0.23) "0.23" `gives` (AbsEq,0.23) "<=+0.23" `gives` (LtEq,0.23) "-0.23" `gives` (Eq,(-0.23)) ] parseTag :: T.Text -> (Regexp, Maybe Regexp) parseTag s | "=" `T.isInfixOf` s = (T.unpack n, Just $ tail $ T.unpack v) | otherwise = (T.unpack s, Nothing) where (n,v) = T.break (=='=') s -- | Parse the value part of a "status:" query, or return an error. parseStatus :: T.Text -> Either String Status parseStatus s | s `elem` ["*","1"] = Right Cleared | s `elem` ["!"] = Right Pending | s `elem` ["","0"] = Right Unmarked | otherwise = Left $ "could not parse "++show s++" as a status (should be *, ! or empty)" -- | Parse the boolean value part of a "status:" query. "1" means true, -- anything else will be parsed as false without error. parseBool :: T.Text -> Bool parseBool s = s `elem` truestrings truestrings :: [T.Text] truestrings = ["1"] simplifyQuery :: Query -> Query simplifyQuery q = let q' = simplify q in if q' == q then q else simplifyQuery q' where simplify (And []) = Any simplify (And [q]) = simplify q simplify (And qs) | same qs = simplify $ head qs | any (==None) qs = None | all queryIsDate qs = Date $ spansIntersect $ mapMaybe queryTermDateSpan qs | otherwise = And $ concat $ [map simplify dateqs, map simplify otherqs] where (dateqs, otherqs) = partition queryIsDate $ filter (/=Any) qs simplify (Or []) = Any simplify (Or [q]) = simplifyQuery q simplify (Or qs) | same qs = simplify $ head qs | any (==Any) qs = Any -- all queryIsDate qs = Date $ spansUnion $ mapMaybe queryTermDateSpan qs ? | otherwise = Or $ map simplify $ filter (/=None) qs simplify (Date (DateSpan Nothing Nothing)) = Any simplify (Date2 (DateSpan Nothing Nothing)) = Any simplify q = q tests_simplifyQuery = [ "simplifyQuery" ~: do let q `gives` r = assertEqual "" r (simplifyQuery q) Or [Acct "a"] `gives` Acct "a" Or [Any,None] `gives` Any And [Any,None] `gives` None And [Any,Any] `gives` Any And [Acct "b",Any] `gives` Acct "b" And [Any,And [Date (DateSpan Nothing Nothing)]] `gives` Any And [Date (DateSpan Nothing (Just $ parsedate "2013-01-01")), Date (DateSpan (Just $ parsedate "2012-01-01") Nothing)] `gives` Date (DateSpan (Just $ parsedate "2012-01-01") (Just $ parsedate "2013-01-01")) And [Or [],Or [Desc "b b"]] `gives` Desc "b b" ] same [] = True same (a:as) = all (a==) as -- | Remove query terms (or whole sub-expressions) not matching the given -- predicate from this query. XXX Semantics not completely clear. filterQuery :: (Query -> Bool) -> Query -> Query filterQuery p = simplifyQuery . filterQuery' p filterQuery' :: (Query -> Bool) -> Query -> Query filterQuery' p (And qs) = And $ map (filterQuery p) qs filterQuery' p (Or qs) = Or $ map (filterQuery p) qs -- filterQuery' p (Not q) = Not $ filterQuery p q filterQuery' p q = if p q then q else Any tests_filterQuery = [ "filterQuery" ~: do let (q,p) `gives` r = assertEqual "" r (filterQuery p q) (Any, queryIsDepth) `gives` Any (Depth 1, queryIsDepth) `gives` Depth 1 (And [And [StatusQ Cleared,Depth 1]], not . queryIsDepth) `gives` StatusQ Cleared -- (And [Date nulldatespan, Not (Or [Any, Depth 1])], queryIsDepth) `gives` And [Not (Or [Depth 1])] ] -- * accessors -- | Does this query match everything ? queryIsNull :: Query -> Bool queryIsNull Any = True queryIsNull (And []) = True queryIsNull (Not (Or [])) = True queryIsNull _ = False queryIsDepth :: Query -> Bool queryIsDepth (Depth _) = True queryIsDepth _ = False queryIsDate :: Query -> Bool queryIsDate (Date _) = True queryIsDate _ = False queryIsDate2 :: Query -> Bool queryIsDate2 (Date2 _) = True queryIsDate2 _ = False queryIsDateOrDate2 :: Query -> Bool queryIsDateOrDate2 (Date _) = True queryIsDateOrDate2 (Date2 _) = True queryIsDateOrDate2 _ = False queryIsDesc :: Query -> Bool queryIsDesc (Desc _) = True queryIsDesc _ = False queryIsAcct :: Query -> Bool queryIsAcct (Acct _) = True queryIsAcct _ = False queryIsSym :: Query -> Bool queryIsSym (Sym _) = True queryIsSym _ = False queryIsReal :: Query -> Bool queryIsReal (Real _) = True queryIsReal _ = False queryIsStatus :: Query -> Bool queryIsStatus (StatusQ _) = True queryIsStatus _ = False queryIsEmpty :: Query -> Bool queryIsEmpty (Empty _) = True queryIsEmpty _ = False -- | Does this query specify a start date and nothing else (that would -- filter postings prior to the date) ? -- When the flag is true, look for a starting secondary date instead. queryIsStartDateOnly :: Bool -> Query -> Bool queryIsStartDateOnly _ Any = False queryIsStartDateOnly _ None = False queryIsStartDateOnly secondary (Or ms) = and $ map (queryIsStartDateOnly secondary) ms queryIsStartDateOnly secondary (And ms) = and $ map (queryIsStartDateOnly secondary) ms queryIsStartDateOnly False (Date (DateSpan (Just _) _)) = True queryIsStartDateOnly True (Date2 (DateSpan (Just _) _)) = True queryIsStartDateOnly _ _ = False -- | What start date (or secondary date) does this query specify, if any ? -- For OR expressions, use the earliest of the dates. NOT is ignored. queryStartDate :: Bool -> Query -> Maybe Day queryStartDate secondary (Or ms) = earliestMaybeDate $ map (queryStartDate secondary) ms queryStartDate secondary (And ms) = latestMaybeDate $ map (queryStartDate secondary) ms queryStartDate False (Date (DateSpan (Just d) _)) = Just d queryStartDate True (Date2 (DateSpan (Just d) _)) = Just d queryStartDate _ _ = Nothing -- | What end date (or secondary date) does this query specify, if any ? -- For OR expressions, use the latest of the dates. NOT is ignored. queryEndDate :: Bool -> Query -> Maybe Day queryEndDate secondary (Or ms) = latestMaybeDate' $ map (queryEndDate secondary) ms queryEndDate secondary (And ms) = earliestMaybeDate' $ map (queryEndDate secondary) ms queryEndDate False (Date (DateSpan _ (Just d))) = Just d queryEndDate True (Date2 (DateSpan _ (Just d))) = Just d queryEndDate _ _ = Nothing queryTermDateSpan (Date span) = Just span queryTermDateSpan _ = Nothing -- | What date span (or secondary date span) does this query specify ? -- For OR expressions, use the widest possible span. NOT is ignored. queryDateSpan :: Bool -> Query -> DateSpan queryDateSpan secondary q = spansUnion $ queryDateSpans secondary q -- | Extract all date (or secondary date) spans specified in this query. -- NOT is ignored. queryDateSpans :: Bool -> Query -> [DateSpan] queryDateSpans secondary (Or qs) = concatMap (queryDateSpans secondary) qs queryDateSpans secondary (And qs) = concatMap (queryDateSpans secondary) qs queryDateSpans False (Date span) = [span] queryDateSpans True (Date2 span) = [span] queryDateSpans _ _ = [] -- | What date span (or secondary date span) does this query specify ? -- For OR expressions, use the widest possible span. NOT is ignored. queryDateSpan' :: Query -> DateSpan queryDateSpan' q = spansUnion $ queryDateSpans' q -- | Extract all date (or secondary date) spans specified in this query. -- NOT is ignored. queryDateSpans' :: Query -> [DateSpan] queryDateSpans' (Or qs) = concatMap queryDateSpans' qs queryDateSpans' (And qs) = concatMap queryDateSpans' qs queryDateSpans' (Date span) = [span] queryDateSpans' (Date2 span) = [span] queryDateSpans' _ = [] -- | What is the earliest of these dates, where Nothing is latest ? earliestMaybeDate :: [Maybe Day] -> Maybe Day earliestMaybeDate mds = head $ sortBy compareMaybeDates mds ++ [Nothing] -- | What is the latest of these dates, where Nothing is earliest ? latestMaybeDate :: [Maybe Day] -> Maybe Day latestMaybeDate = headDef Nothing . sortBy (flip compareMaybeDates) -- | What is the earliest of these dates, ignoring Nothings ? earliestMaybeDate' :: [Maybe Day] -> Maybe Day earliestMaybeDate' = headDef Nothing . sortBy compareMaybeDates . filter isJust -- | What is the latest of these dates, ignoring Nothings ? latestMaybeDate' :: [Maybe Day] -> Maybe Day latestMaybeDate' = headDef Nothing . sortBy (flip compareMaybeDates) . filter isJust -- | 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 -- | The depth limit this query specifies, or a large number if none. queryDepth :: Query -> Int queryDepth q = case queryDepth' q of [] -> 99999 ds -> minimum ds where queryDepth' (Depth d) = [d] queryDepth' (Or qs) = concatMap queryDepth' qs queryDepth' (And qs) = concatMap queryDepth' qs queryDepth' _ = [] -- | 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 query for the account(s) we are currently focussed on, if any. -- Just looks at the first query option. inAccountQuery :: [QueryOpt] -> Maybe Query inAccountQuery [] = Nothing inAccountQuery (QueryOptInAcctOnly a : _) = Just $ Acct $ accountNameToAccountOnlyRegex a inAccountQuery (QueryOptInAcct a : _) = Just $ Acct $ accountNameToAccountRegex a -- -- | Convert a query to its inverse. -- negateQuery :: Query -> Query -- negateQuery = Not -- matching -- | Does the match expression match this account ? -- A matching in: clause is also considered a match. matchesAccount :: Query -> AccountName -> Bool matchesAccount (None) _ = False matchesAccount (Not m) a = not $ matchesAccount m a matchesAccount (Or ms) a = any (`matchesAccount` a) ms matchesAccount (And ms) a = all (`matchesAccount` a) ms matchesAccount (Acct r) a = regexMatchesCI r (T.unpack a) -- XXX pack matchesAccount (Depth d) a = accountNameLevel a <= d matchesAccount (Tag _ _) _ = False matchesAccount _ _ = True tests_matchesAccount = [ "matchesAccount" ~: do assertBool "positive acct match" $ matchesAccount (Acct "b:c") "a:bb:c:d" -- assertBool "acct should match at beginning" $ not $ matchesAccount (Acct True "a:b") "c:a:b" let q `matches` a = assertBool "" $ q `matchesAccount` a Depth 2 `matches` "a:b" assertBool "" $ Depth 2 `matchesAccount` "a" assertBool "" $ Depth 2 `matchesAccount` "a:b" assertBool "" $ not $ Depth 2 `matchesAccount` "a:b:c" assertBool "" $ Date nulldatespan `matchesAccount` "a" assertBool "" $ Date2 nulldatespan `matchesAccount` "a" assertBool "" $ not $ (Tag "a" Nothing) `matchesAccount` "a" ] matchesMixedAmount :: Query -> MixedAmount -> Bool matchesMixedAmount q (Mixed []) = q `matchesAmount` nullamt matchesMixedAmount q (Mixed as) = any (q `matchesAmount`) as -- | Does the match expression match this (simple) amount ? matchesAmount :: Query -> Amount -> Bool matchesAmount (Not q) a = not $ q `matchesAmount` a matchesAmount (Any) _ = True matchesAmount (None) _ = False matchesAmount (Or qs) a = any (`matchesAmount` a) qs matchesAmount (And qs) a = all (`matchesAmount` a) qs -- matchesAmount (Amt ord n) a = compareAmount ord n a matchesAmount (Sym r) a = regexMatchesCI ("^" ++ r ++ "$") $ T.unpack $ acommodity a -- matchesAmount _ _ = True -- | Is this simple (single-amount) mixed amount's quantity less than, greater than, equal to, or unsignedly equal to this number ? -- For multi-amount (multiple commodities, or just unsimplified) mixed amounts this is always true. -- | Is this amount's quantity less than, greater than, equal to, or unsignedly equal to this number ? compareAmount :: OrdPlus -> Quantity -> Amount -> Bool compareAmount ord q Amount{aquantity=aq} = case ord of Lt -> aq < q LtEq -> aq <= q Gt -> aq > q GtEq -> aq >= q Eq -> aq == q AbsLt -> abs aq < abs q AbsLtEq -> abs aq <= abs q AbsGt -> abs aq > abs q AbsGtEq -> abs aq >= abs q AbsEq -> abs aq == abs q -- | Does the match expression match this posting ? -- -- Note that for account match we try both original and effective account matchesPosting :: Query -> Posting -> Bool matchesPosting (Not q) p = not $ q `matchesPosting` p matchesPosting (Any) _ = True matchesPosting (None) _ = False matchesPosting (Or qs) p = any (`matchesPosting` p) qs matchesPosting (And qs) p = all (`matchesPosting` p) qs matchesPosting (Code r) p = regexMatchesCI r $ maybe "" (T.unpack . tcode) $ ptransaction p matchesPosting (Desc r) p = regexMatchesCI r $ maybe "" (T.unpack . tdescription) $ ptransaction p matchesPosting (Acct r) p = matchesPosting p || matchesPosting (originalPosting p) where matchesPosting p = regexMatchesCI r $ T.unpack $ paccount p -- XXX pack matchesPosting (Date span) p = span `spanContainsDate` postingDate p matchesPosting (Date2 span) p = span `spanContainsDate` postingDate2 p matchesPosting (StatusQ s) p = postingStatus p == s matchesPosting (Real v) p = v == isReal p matchesPosting q@(Depth _) Posting{paccount=a} = q `matchesAccount` a matchesPosting q@(Amt _ _) Posting{pamount=amt} = q `matchesMixedAmount` amt -- matchesPosting q@(Amt _ _) Posting{pamount=amt} = q `matchesMixedAmount` amt -- matchesPosting (Empty v) Posting{pamount=a} = v == isZeroMixedAmount a -- matchesPosting (Empty False) Posting{pamount=a} = True -- matchesPosting (Empty True) Posting{pamount=a} = isZeroMixedAmount a matchesPosting (Empty _) _ = True matchesPosting (Sym r) Posting{pamount=Mixed as} = any (regexMatchesCI $ "^" ++ r ++ "$") $ map (T.unpack . acommodity) as matchesPosting (Tag n v) p = case (n, v) of ("payee", Just v) -> maybe False (regexMatchesCI v . T.unpack . transactionPayee) $ ptransaction p ("note", Just v) -> maybe False (regexMatchesCI v . T.unpack . transactionNote) $ ptransaction p (n, v) -> matchesTags n v $ postingAllTags p tests_matchesPosting = [ "matchesPosting" ~: do -- matching posting status.. assertBool "positive match on cleared posting status" $ (StatusQ Cleared) `matchesPosting` nullposting{pstatus=Cleared} assertBool "negative match on cleared posting status" $ not $ (Not $ StatusQ Cleared) `matchesPosting` nullposting{pstatus=Cleared} assertBool "positive match on unmarked posting status" $ (StatusQ Unmarked) `matchesPosting` nullposting{pstatus=Unmarked} assertBool "negative match on unmarked posting status" $ not $ (Not $ StatusQ Unmarked) `matchesPosting` nullposting{pstatus=Unmarked} assertBool "positive match on true posting status acquired from transaction" $ (StatusQ Cleared) `matchesPosting` nullposting{pstatus=Unmarked,ptransaction=Just nulltransaction{tstatus=Cleared}} assertBool "real:1 on real posting" $ (Real True) `matchesPosting` nullposting{ptype=RegularPosting} assertBool "real:1 on virtual posting fails" $ not $ (Real True) `matchesPosting` nullposting{ptype=VirtualPosting} assertBool "real:1 on balanced virtual posting fails" $ not $ (Real True) `matchesPosting` nullposting{ptype=BalancedVirtualPosting} assertBool "a" $ (Acct "'b") `matchesPosting` nullposting{paccount="'b"} assertBool "b" $ not $ (Tag "a" (Just "r$")) `matchesPosting` nullposting assertBool "c" $ (Tag "foo" Nothing) `matchesPosting` nullposting{ptags=[("foo","")]} assertBool "d" $ (Tag "foo" Nothing) `matchesPosting` nullposting{ptags=[("foo","baz")]} assertBool "e" $ (Tag "foo" (Just "a")) `matchesPosting` nullposting{ptags=[("foo","bar")]} assertBool "f" $ not $ (Tag "foo" (Just "a$")) `matchesPosting` nullposting{ptags=[("foo","bar")]} assertBool "g" $ not $ (Tag " foo " (Just "a")) `matchesPosting` nullposting{ptags=[("foo","bar")]} assertBool "h" $ not $ (Tag "foo foo" (Just " ar ba ")) `matchesPosting` nullposting{ptags=[("foo foo","bar bar")]} -- a tag match on a posting also sees inherited tags assertBool "i" $ (Tag "txntag" Nothing) `matchesPosting` nullposting{ptransaction=Just nulltransaction{ttags=[("txntag","")]}} assertBool "j" $ not $ (Sym "$") `matchesPosting` nullposting{pamount=Mixed [usd 1]} -- becomes "^$$", ie testing for null symbol assertBool "k" $ (Sym "\\$") `matchesPosting` nullposting{pamount=Mixed [usd 1]} -- have to quote $ for regexpr assertBool "l" $ (Sym "shekels") `matchesPosting` nullposting{pamount=Mixed [amount{acommodity="shekels"}]} assertBool "m" $ not $ (Sym "shek") `matchesPosting` nullposting{pamount=Mixed [amount{acommodity="shekels"}]} ] -- | Does the match expression match this transaction ? matchesTransaction :: Query -> Transaction -> Bool matchesTransaction (Not q) t = not $ q `matchesTransaction` t matchesTransaction (Any) _ = True matchesTransaction (None) _ = False matchesTransaction (Or qs) t = any (`matchesTransaction` t) qs matchesTransaction (And qs) t = all (`matchesTransaction` t) qs matchesTransaction (Code r) t = regexMatchesCI r $ T.unpack $ tcode t matchesTransaction (Desc r) t = regexMatchesCI r $ T.unpack $ tdescription t matchesTransaction q@(Acct _) t = any (q `matchesPosting`) $ tpostings t matchesTransaction (Date span) t = spanContainsDate span $ tdate t matchesTransaction (Date2 span) t = spanContainsDate span $ transactionDate2 t matchesTransaction (StatusQ s) t = tstatus t == s matchesTransaction (Real v) t = v == hasRealPostings t matchesTransaction q@(Amt _ _) t = any (q `matchesPosting`) $ tpostings t matchesTransaction (Empty _) _ = True matchesTransaction (Depth d) t = any (Depth d `matchesPosting`) $ tpostings t matchesTransaction q@(Sym _) t = any (q `matchesPosting`) $ tpostings t matchesTransaction (Tag n v) t = case (n, v) of ("payee", Just v) -> regexMatchesCI v . T.unpack . transactionPayee $ t ("note", Just v) -> regexMatchesCI v . T.unpack . transactionNote $ t (n, v) -> matchesTags n v $ transactionAllTags t tests_matchesTransaction = [ "matchesTransaction" ~: do let q `matches` t = assertBool "" $ q `matchesTransaction` t Any `matches` nulltransaction assertBool "" $ not $ (Desc "x x") `matchesTransaction` nulltransaction{tdescription="x"} assertBool "" $ (Desc "x x") `matchesTransaction` nulltransaction{tdescription="x x"} -- see posting for more tag tests assertBool "" $ (Tag "foo" (Just "a")) `matchesTransaction` nulltransaction{ttags=[("foo","bar")]} assertBool "" $ (Tag "payee" (Just "payee")) `matchesTransaction` nulltransaction{tdescription="payee|note"} assertBool "" $ (Tag "note" (Just "note")) `matchesTransaction` nulltransaction{tdescription="payee|note"} -- a tag match on a transaction also matches posting tags assertBool "" $ (Tag "postingtag" Nothing) `matchesTransaction` nulltransaction{tpostings=[nullposting{ptags=[("postingtag","")]}]} ] -- | Filter a list of tags by matching against their names and -- optionally also their values. matchesTags :: Regexp -> Maybe Regexp -> [Tag] -> Bool matchesTags namepat valuepat = not . null . filter (match namepat valuepat) where match npat Nothing (n,_) = regexMatchesCI npat (T.unpack n) -- XXX match npat (Just vpat) (n,v) = regexMatchesCI npat (T.unpack n) && regexMatchesCI vpat (T.unpack v) -- tests tests_Hledger_Query :: Test tests_Hledger_Query = TestList $ tests_simplifyQuery ++ tests_words'' ++ tests_filterQuery ++ tests_parseQueryTerm ++ tests_parseAmountQueryTerm ++ tests_parseQuery ++ tests_matchesAccount ++ tests_matchesPosting ++ tests_matchesTransaction