Dogcows Code - chaz/homebank/blob - src/hb-filter.c

   1 /*  HomeBank -- Free, easy, personal accounting for everyone.
   2  *  Copyright (C) 1995-2014 Maxime DOYEN
   3  *
   4  *  This file is part of HomeBank.
   5  *
   6  *  HomeBank is free software; you can redistribute it and/or modify
   7  *  it under the terms of the GNU General Public License as published by
   8  *  the Free Software Foundation; either version 2 of the License, or
   9  *  (at your option) any later version.
  10  *
  11  *  HomeBank is distributed in the hope that it will be useful,
  12  *  but WITHOUT ANY WARRANTY; without even the implied warranty of
  13  *  MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  14  *  GNU General Public License for more details.
  15  *
  16  *  You should have received a copy of the GNU General Public License
  17  *  along with this program.  If not, see <http://www.gnu.org/licenses/>.
  18  */
  19
  20 #include "homebank.h"
  21 #include "hb-filter.h"
  22
  23 /****************************************************************************/
  24 /* Debug macros                                                             */
  25 /****************************************************************************/
  26 #define MYDEBUG 0
  27
  28 #if MYDEBUG
  29 #define DB(x) (x);
  30 #else
  31 #define DB(x);
  32 #endif
  33
  34 /* our global datas */
  35 extern struct HomeBank *GLOBALS;
  36 extern struct Preferences *PREFS;
  37
  38
  39
  40
  41 /* = = = = = = = = = = = = = = = = = = = = */
  42 /* Filter */
  43
  44 Filter *da_filter_malloc(void)
  45 {
  46         return g_malloc0(sizeof(Filter));
  47 }
  48
  49 void da_filter_free(Filter *flt)
  50 {
  51         if(flt != NULL)
  52         {
  53                 g_free(flt->wording);
  54                 g_free(flt->info);
  55                 g_free(flt->tag);
  56                 g_free(flt);
  57         }
  58 }
  59
  60 /* = = = = = = = = = = = = = = = = = = = = */
  61
  62 gchar *filter_daterange_text_get(Filter *flt)
  63 {
  64 gchar buffer1[128];
  65 gchar buffer2[128];
  66 GDate *date;
  67
  68         date = g_date_new_julian(flt->mindate);
  69         g_date_strftime (buffer1, 128-1, PREFS->date_format, date);
  70         g_date_set_julian(date, flt->maxdate);
  71         g_date_strftime (buffer2, 128-1, PREFS->date_format, date);
  72         g_date_free(date);
  73
  74         return g_strdup_printf(_("<i>from</i> %s <i>to</i> %s"), buffer1, buffer2);
  75 }
  76
  77
  78
  79 static void filter_default_date_set(Filter *flt)
  80 {
  81         flt->mindate = 693596;  //01/01/1900
  82         flt->maxdate = 803533;  //31/12/2200
  83 }
  84
  85
  86 static void filter_clear(Filter *flt)
  87 {
  88 guint i;
  89
  90         for(i=0;i<FILTER_MAX;i++)
  91         {
  92                 flt->option[i] = 0;
  93         }
  94
  95         g_free(flt->info);
  96         g_free(flt->wording);
  97         g_free(flt->tag);
  98         flt->info = NULL;
  99         flt->wording = NULL;
 100         flt->tag = NULL;
 101
 102         flt->last_tab = 0;
 103 }
 104
 105
 106 void filter_default_all_set(Filter *flt)
 107 {
 108 gint i;
 109
 110         DB( g_print("(filter) reset %p\n", flt) );
 111
 112         filter_clear(flt);
 113
 114         flt->range  = FLT_RANGE_LAST12MONTHS;
 115         flt->type   = FLT_TYPE_ALL;
 116         flt->status = FLT_STATUS_ALL;
 117
 118         flt->option[FILTER_DATE] = 1;
 119         filter_default_date_set(flt);
 120
 121         for(i=0;i<NUM_PAYMODE_MAX;i++)
 122                 flt->paymode[i] = TRUE;
 123
 124         filter_preset_daterange_set(flt, flt->range);
 125
 126 }
 127
 128
 129 void filter_preset_daterange_set(Filter *flt, gint range)
 130 {
 131 GDate *date;
 132 GList *list;
 133 guint32 refjuliandate, month, year, qnum;
 134
 135         // any date :: todo : get date of current accout only when account
 136         flt->range = range;
 137         if(g_list_length(GLOBALS->ope_list) > 0) // get all transaction date bound
 138         {
 139                 GLOBALS->ope_list = da_transaction_sort(GLOBALS->ope_list);
 140                 list = g_list_first(GLOBALS->ope_list);
 141                 flt->mindate = ((Transaction *)list->data)->date;
 142                 list = g_list_last(GLOBALS->ope_list);
 143                 flt->maxdate = ((Transaction *)list->data)->date;
 144         }
 145         else
 146                 filter_default_date_set(flt);
 147
 148
 149         // by default refjuliandate is today
 150         // but we adjust if to max transaction date found
 151         refjuliandate = GLOBALS->today;
 152         if(flt->maxdate < refjuliandate)
 153                 refjuliandate = flt->maxdate;
 154
 155         date  = g_date_new_julian(refjuliandate);
 156         month = g_date_get_month(date);
 157         year  = g_date_get_year(date);
 158         qnum  = ((month - 1) / 3) + 1;
 159
 160         DB( g_print("m=%d, y=%d, qnum=%d\n", month, year, qnum) );
 161
 162         switch( range )
 163         {
 164                 case FLT_RANGE_THISMONTH:
 165                         g_date_set_day(date, 1);
 166                         flt->mindate = g_date_get_julian(date);
 167                         g_date_add_days(date, g_date_get_days_in_month(month, year)-1);
 168                         flt->maxdate = g_date_get_julian(date);
 169                         break;
 170
 171                 case FLT_RANGE_LASTMONTH:
 172                         g_date_set_day(date, 1);
 173                         g_date_subtract_months(date, 1);
 174                         flt->mindate = g_date_get_julian(date);
 175                         month = g_date_get_month(date);
 176                         year = g_date_get_year(date);
 177                         g_date_add_days(date, g_date_get_days_in_month(month, year)-1);
 178                         flt->maxdate = g_date_get_julian(date);
 179                         break;
 180
 181                 case FLT_RANGE_THISQUARTER:
 182                         g_date_set_day(date, 1);
 183                         g_date_set_month(date, (qnum-1)*3+1);
 184                         flt->mindate = g_date_get_julian(date);
 185                         g_date_add_months(date, 3);
 186                         g_date_subtract_days(date, 1);
 187                         flt->maxdate = g_date_get_julian(date);
 188                         break;
 189
 190                 case FLT_RANGE_LASTQUARTER:
 191                         g_date_set_day(date, 1);
 192                         g_date_set_month(date, (qnum-1)*3+1);
 193                         g_date_subtract_months(date, 3);
 194                         flt->mindate = g_date_get_julian(date);
 195                         g_date_add_months(date, 3);
 196                         g_date_subtract_days(date, 1);
 197                         flt->maxdate = g_date_get_julian(date);
 198                         break;
 199
 200                 case FLT_RANGE_THISYEAR:
 201                         g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year);
 202                         if( refjuliandate >= g_date_get_julian (date))
 203                         {
 204                                 flt->mindate = g_date_get_julian(date);
 205                         }
 206                         else
 207                         {
 208                                 g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year-1);
 209                                 flt->mindate = g_date_get_julian(date);
 210                         }
 211                         g_date_add_years (date, 1);
 212                         g_date_subtract_days (date, 1);
 213                         flt->maxdate = g_date_get_julian(date);
 214                         break;
 215
 216                 case FLT_RANGE_LASTYEAR:
 217                         g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year);
 218                         if( refjuliandate >= g_date_get_julian (date))
 219                         {
 220                                 g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year-1);
 221                                 flt->mindate = g_date_get_julian(date);
 222                         }
 223                         else
 224                         {
 225                                 g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year-2);
 226                                 flt->mindate = g_date_get_julian(date);
 227                         }
 228                         g_date_add_years (date, 1);
 229                         g_date_subtract_days (date, 1);
 230                         flt->maxdate = g_date_get_julian(date);
 231                         break;
 232
 233                 case FLT_RANGE_LAST30DAYS:
 234                         flt->mindate = refjuliandate - 30;
 235                         flt->maxdate = refjuliandate;
 236                         break;
 237
 238                 case FLT_RANGE_LAST60DAYS:
 239                         flt->mindate = refjuliandate - 60;
 240                         flt->maxdate = refjuliandate;
 241                         break;
 242
 243                 case FLT_RANGE_LAST90DAYS:
 244                         flt->mindate = refjuliandate - 90;
 245                         flt->maxdate = refjuliandate;
 246                         break;
 247
 248                 case FLT_RANGE_LAST12MONTHS:
 249                         g_date_subtract_months(date, 12);
 250                         flt->mindate = g_date_get_julian(date);
 251                         flt->maxdate = refjuliandate;
 252                         break;
 253
 254                 // case FLT_RANGE_OTHER:
 255
 256                 // case FLT_RANGE_ALLDATE:
 257
 258
 259         }
 260         g_date_free(date);
 261
 262 }
 263
 264 void filter_preset_type_set(Filter *flt, gint type)
 265 {
 266
 267         /* any type */
 268         flt->type = type;
 269         flt->option[FILTER_AMOUNT] = 0;
 270         flt->minamount = G_MINDOUBLE;
 271         flt->maxamount = G_MINDOUBLE;
 272
 273         switch( type )
 274         {
 275                 case FLT_TYPE_EXPENSE:
 276                         flt->option[FILTER_AMOUNT] = 1;
 277                         flt->minamount = -G_MAXDOUBLE;
 278                         flt->maxamount = G_MINDOUBLE;
 279                         break;
 280
 281                 case FLT_TYPE_INCOME:
 282                         flt->option[FILTER_AMOUNT] = 1;
 283                         flt->minamount = G_MINDOUBLE;
 284                         flt->maxamount = G_MAXDOUBLE;
 285                         break;
 286         }
 287
 288 }
 289
 290
 291 void filter_preset_status_set(Filter *flt, gint status)
 292 {
 293 Category *catitem;
 294 GList *lcat, *list;
 295
 296         /* any status */
 297         flt->status = status;
 298         flt->option[FILTER_STATUS] = 0;
 299         flt->reconciled = TRUE;
 300         flt->reminded = TRUE;
 301         flt->forceadd = FALSE;
 302         flt->forcechg = FALSE;
 303
 304         flt->option[FILTER_CATEGORY] = 0;
 305         lcat = list = g_hash_table_get_values(GLOBALS->h_cat);
 306         while (list != NULL)
 307         {
 308                 catitem = list->data;
 309                 catitem->filter = FALSE;
 310                 list = g_list_next(list);
 311         }
 312         g_list_free(lcat);
 313
 314         switch( status )
 315         {
 316                 case FLT_STATUS_UNCATEGORIZED:
 317                         flt->option[FILTER_CATEGORY] = 1;
 318                         catitem = da_cat_get(0);        // no category
 319                         catitem->filter = TRUE;
 320                         break;
 321
 322                 case FLT_STATUS_UNRECONCILED:
 323                         flt->option[FILTER_STATUS] = 2;
 324                         flt->reconciled = TRUE;
 325                         //#1336882
 326                         flt->reminded = FALSE;
 327                         break;
 328         }
 329
 330 }
 331
 332
 333 static gint filter_text_compare(gchar *txntext, gchar *searchtext, gboolean exact)
 334 {
 335 gint retval = 0;
 336
 337         if( exact )
 338         {
 339                 if( g_strstr_len(txntext, -1, searchtext) != NULL )
 340                 {
 341                         DB( g_print(" found case '%s'\n", searchtext) );
 342                         retval = 1;
 343                 }
 344         }
 345         else
 346         {
 347         gchar *word   = g_utf8_casefold(txntext, -1);
 348         gchar *needle = g_utf8_casefold(searchtext, -1);
 349
 350                 if( g_strrstr(word, needle) != NULL )
 351                 {
 352                         DB( g_print(" found nocase '%s'\n", needle) );
 353                         retval = 1;
 354                 }
 355
 356                 g_free(word);
 357                 g_free(needle);
 358         }
 359         return retval;
 360 }
 361
 362
 363 /* used for quicksearch text into transaction */
 364 gboolean filter_txn_search_match(gchar *needle, Transaction *txn, gint flags)
 365 {
 366 gboolean retval = FALSE;
 367 Payee *payitem;
 368 Category *catitem;
 369 gchar *tags;
 370
 371         if(flags & FLT_QSEARCH_MEMO)
 372         {
 373                 if(txn->wording)
 374                 {
 375                         retval |= filter_text_compare(txn->wording, needle, FALSE);
 376                 }
 377                 if(retval) goto end;
 378         }
 379
 380         if(flags & FLT_QSEARCH_INFO)
 381         {
 382                 if(txn->info)
 383                 {
 384                         retval |= filter_text_compare(txn->info, needle, FALSE);
 385                 }
 386                 if(retval) goto end;
 387         }
 388
 389         if(flags & FLT_QSEARCH_PAYEE)
 390         {
 391                 payitem = da_pay_get(txn->kpay);
 392                 if(payitem)
 393                 {
 394                         retval |= filter_text_compare(payitem->name, needle, FALSE);
 395                 }
 396                 if(retval) goto end;
 397         }
 398
 399         if(flags & FLT_QSEARCH_CATEGORY)
 400         {
 401                 catitem = da_cat_get(txn->kcat);
 402                 if(catitem)
 403                 {
 404                 gchar *fullname = da_cat_get_fullname (catitem);
 405
 406                         retval |= filter_text_compare(fullname, needle, FALSE);
 407                         g_free(fullname);
 408                 }
 409                 if(retval) goto end;
 410         }
 411
 412         if(flags & FLT_QSEARCH_TAGS)
 413         {
 414                 tags = transaction_tags_tostring(txn);
 415                 if(tags)
 416                 {
 417                         retval |= filter_text_compare(tags, needle, FALSE);
 418                 }
 419                 g_free(tags);
 420                 //if(retval) goto end;
 421         }
 422
 423
 424 end:
 425         return retval;
 426 }
 427
 428
 429 gint filter_test(Filter *flt, Transaction *txn)
 430 {
 431 Account *accitem;
 432 Payee *payitem;
 433 Category *catitem;
 434 gint insert;
 435
 436         //DB( g_print("(filter) test\n") );
 437
 438         insert = 1;
 439
 440 /*** start filtering ***/
 441
 442         /* add/change force */
 443         if(flt->forceadd == TRUE && (txn->flags & OF_ADDED))
 444                 goto end;
 445
 446         if(flt->forcechg == TRUE && (txn->flags & OF_CHANGED))
 447                 goto end;
 448
 449 /* date */
 450         if(flt->option[FILTER_DATE]) {
 451                 insert = ( (txn->date >= flt->mindate) && (txn->date <= flt->maxdate) ) ? 1 : 0;
 452                 if(flt->option[FILTER_DATE] == 2) insert ^= 1;
 453         }
 454         if(!insert) goto end;
 455
 456 /* account */
 457         if(flt->option[FILTER_ACCOUNT]) {
 458                 accitem = da_acc_get(txn->kacc);
 459                 if(accitem)
 460                 {
 461                         insert = ( accitem->filter == TRUE ) ? 1 : 0;
 462                         if(flt->option[FILTER_ACCOUNT] == 2) insert ^= 1;
 463                 }
 464         }
 465         if(!insert) goto end;
 466
 467 /* payee */
 468         if(flt->option[FILTER_PAYEE]) {
 469                 payitem = da_pay_get(txn->kpay);
 470                 if(payitem)
 471                 {
 472                         insert = ( payitem->filter == TRUE ) ? 1 : 0;
 473                         if(flt->option[FILTER_PAYEE] == 2) insert ^= 1;
 474                 }
 475         }
 476         if(!insert) goto end;
 477
 478 /* category */
 479         if(flt->option[FILTER_CATEGORY]) {
 480                 if(txn->flags & OF_SPLIT)
 481                 {
 482                 guint count, i;
 483                 Split *split;
 484
 485                         insert = 0;      //fix: 1151259
 486                         count = da_transaction_splits_count(txn);
 487                         for(i=0;i<count;i++)
 488                         {
 489                         gint tmpinsert = 0;
 490
 491                                 split = txn->splits[i];
 492                                 catitem = da_cat_get(split->kcat);
 493                                 if(catitem)
 494                                 {
 495                                         tmpinsert = ( catitem->filter == TRUE ) ? 1 : 0;
 496                                         if(flt->option[FILTER_CATEGORY] == 2) tmpinsert ^= 1;
 497                                 }
 498                                 insert |= tmpinsert;
 499                         }
 500                 }
 501                 else
 502                 {
 503                         catitem = da_cat_get(txn->kcat);
 504                         if(catitem)
 505                         {
 506                                 insert = ( catitem->filter == TRUE ) ? 1 : 0;
 507                                 if(flt->option[FILTER_CATEGORY] == 2) insert ^= 1;
 508                         }
 509                 }
 510         }
 511         if(!insert) goto end;
 512
 513 /* status */
 514         if(flt->option[FILTER_STATUS]) {
 515         gint insert1 = 0, insert2 = 0;
 516
 517                 if(flt->reconciled)
 518                         insert1 = ( txn->flags & OF_VALID ) ? 1 : 0;
 519                 if(flt->reminded)
 520                         insert2 = ( txn->flags & OF_REMIND ) ? 1 : 0;
 521
 522                 insert = insert1 | insert2;
 523                 if(flt->option[FILTER_STATUS] == 2) insert ^= 1;
 524         }
 525         if(!insert) goto end;
 526
 527 /* paymode */
 528         if(flt->option[FILTER_PAYMODE]) {
 529                 insert = ( flt->paymode[txn->paymode] == TRUE) ? 1 : 0;
 530                 if(flt->option[FILTER_PAYMODE] == 2) insert ^= 1;
 531         }
 532         if(!insert) goto end;
 533
 534 /* amount */
 535         if(flt->option[FILTER_AMOUNT]) {
 536                 insert = ( (txn->amount >= flt->minamount) && (txn->amount <= flt->maxamount) ) ? 1 : 0;
 537
 538                 if(flt->option[FILTER_AMOUNT] == 2) insert ^= 1;
 539         }
 540         if(!insert) goto end;
 541
 542 /* info/wording/tag */
 543         if(flt->option[FILTER_TEXT])
 544         {
 545         gchar *tags;
 546         gint insert1, insert2, insert3;
 547
 548                 insert1 = insert2 = insert3 = 0;
 549                 if(flt->info)
 550                 {
 551                         if(txn->info)
 552                         {
 553                                 insert1 = filter_text_compare(txn->info, flt->info, flt->exact);
 554                         }
 555                 }
 556                 else
 557                         insert1 = 1;
 558
 559                 if(flt->wording)
 560                 {
 561                         if(txn->wording)
 562                         {
 563                                 insert2 = filter_text_compare(txn->wording, flt->wording, flt->exact);
 564                         }
 565                 }
 566                 else
 567                         insert2 = 1;
 568
 569                 if(flt->tag)
 570                 {
 571                         tags = transaction_tags_tostring(txn);
 572                         if(tags)
 573                         {
 574                                 insert3 = filter_text_compare(tags, flt->tag, flt->exact);
 575                         }
 576                         g_free(tags);
 577                 }
 578                 else
 579                         insert3 = 1;
 580
 581                 insert = insert1 && insert2 && insert3 ? 1 : 0;
 582
 583                 if(flt->option[FILTER_TEXT] == 2) insert ^= 1;
 584
 585         }
 586         if(!insert) goto end;
 587
 588 end:
 589 //      DB( g_print(" %d :: %d :: %d\n", flt->mindate, txn->date, flt->maxdate) );
 590 //      DB( g_print(" [%d] %s => %d (%d)\n", txn->account, txn->wording, insert, count) );
 591         return(insert);
 592 }
 593