/* HomeBank -- Free, easy, personal accounting for everyone. * Copyright (C) 1995-2018 Maxime DOYEN * * This file is part of HomeBank. * * HomeBank is free software; you can redistribute it and/or modify * it under the terms of the GNU General Public License as published by * the Free Software Foundation; either version 2 of the License, or * (at your option) any later version. * * HomeBank is distributed in the hope that it will be useful, * but WITHOUT ANY WARRANTY; without even the implied warranty of * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the * GNU General Public License for more details. * * You should have received a copy of the GNU General Public License * along with this program. If not, see . */ #include "homebank.h" #include "hb-filter.h" /****************************************************************************/ /* Debug macros */ /****************************************************************************/ #define MYDEBUG 0 #if MYDEBUG #define DB(x) (x); #else #define DB(x); #endif /* our global datas */ extern struct HomeBank *GLOBALS; extern struct Preferences *PREFS; /* = = = = = = = = = = = = = = = = = = = = */ /* Filter */ Filter *da_filter_malloc(void) { return g_malloc0(sizeof(Filter)); } void da_filter_free(Filter *flt) { if(flt != NULL) { g_free(flt->memo); g_free(flt->info); g_free(flt->tag); g_free(flt); } } /* = = = = = = = = = = = = = = = = = = = = */ gchar *filter_daterange_text_get(Filter *flt) { gchar buffer1[128]; gchar buffer2[128]; GDate *date; date = g_date_new_julian(flt->mindate); g_date_strftime (buffer1, 128-1, PREFS->date_format, date); g_date_set_julian(date, flt->maxdate); g_date_strftime (buffer2, 128-1, PREFS->date_format, date); g_date_free(date); return g_strdup_printf(_("from %s to %s"), buffer1, buffer2); } static void filter_default_date_set(Filter *flt) { flt->mindate = HB_MINDATE; flt->maxdate = HB_MAXDATE; } static void filter_clear(Filter *flt) { guint i; for(i=0;ioption[i] = 0; } g_free(flt->info); g_free(flt->memo); g_free(flt->tag); flt->info = NULL; flt->memo = NULL; flt->tag = NULL; *flt->last_tab = '\0'; } void filter_default_all_set(Filter *flt) { GHashTableIter iter; gpointer key, value; gint i; DB( g_print("(filter) reset %p\n", flt) ); filter_clear(flt); flt->nbdaysfuture = 0; flt->range = FLT_RANGE_LAST12MONTHS; flt->type = FLT_TYPE_ALL; flt->status = FLT_STATUS_ALL; flt->forceremind = PREFS->showremind; flt->option[FILTER_DATE] = 1; filter_default_date_set(flt); for(i=0;ipaymode[i] = TRUE; filter_preset_daterange_set(flt, flt->range, 0); // set all account g_hash_table_iter_init (&iter, GLOBALS->h_acc); while (g_hash_table_iter_next (&iter, &key, &value)) { Account *item = value; item->filter = TRUE; } // set all payee g_hash_table_iter_init (&iter, GLOBALS->h_pay); while (g_hash_table_iter_next (&iter, &key, &value)) { Payee *item = value; item->filter = TRUE; } // set all payee g_hash_table_iter_init (&iter, GLOBALS->h_cat); while (g_hash_table_iter_next (&iter, &key, &value)) { Category *item = value; item->filter = TRUE; } } static void filter_set_date_bounds(Filter *flt, guint32 kacc) { GList *lst_acc, *lnk_acc; GList *lnk_txn; DB( g_print("(filter) set date bounds %p\n", flt) ); flt->mindate = 0; flt->maxdate = 0; lst_acc = g_hash_table_get_values(GLOBALS->h_acc); lnk_acc = g_list_first(lst_acc); while (lnk_acc != NULL) { Account *acc = lnk_acc->data; //#1674045 ony rely on nosummary //if( !(acc->flags & AF_CLOSED) ) { Transaction *txn; DB( g_print(" - do '%s'\n", acc->name) ); lnk_txn = g_queue_peek_head_link(acc->txn_queue); if(lnk_txn) { txn = lnk_txn->data; if( (kacc == 0) || (txn->kacc == kacc) ) { if( flt->mindate == 0 ) flt->mindate = txn->date; else flt->mindate = MIN(flt->mindate, txn->date); } } lnk_txn = g_queue_peek_tail_link(acc->txn_queue); if(lnk_txn) { txn = lnk_txn->data; if( (kacc == 0) || (txn->kacc == kacc) ) { if( flt->maxdate == 0 ) flt->maxdate = txn->date; else flt->maxdate = MAX(flt->maxdate, txn->date); } } } lnk_acc = g_list_next(lnk_acc); } if( flt->mindate == 0 ) flt->mindate = HB_MINDATE; if( flt->maxdate == 0 ) flt->maxdate = HB_MAXDATE; g_list_free(lst_acc); } void filter_preset_daterange_add_futuregap(Filter *filter, gint nbdays) { if( nbdays <= 0 ) { filter->nbdaysfuture = 0; return; } switch( filter->range ) { case FLT_RANGE_THISMONTH: case FLT_RANGE_THISQUARTER: case FLT_RANGE_THISYEAR: case FLT_RANGE_LAST30DAYS: case FLT_RANGE_LAST60DAYS: case FLT_RANGE_LAST90DAYS: case FLT_RANGE_LAST12MONTHS: filter->nbdaysfuture = nbdays; break; } } void filter_preset_daterange_set(Filter *flt, gint range, guint32 kacc) { GDate *date; guint32 refjuliandate, month, year, qnum; DB( g_print("(filter) daterange set %p %d\n", flt, range) ); //filter_default_date_set(flt); filter_set_date_bounds(flt, kacc); flt->range = range; // by default refjuliandate is today // but we adjust if to max transaction date found // removed for 5.0.4 refjuliandate = GLOBALS->today; /*if(flt->maxdate < refjuliandate) refjuliandate = flt->maxdate;*/ date = g_date_new_julian(refjuliandate); month = g_date_get_month(date); year = g_date_get_year(date); qnum = ((month - 1) / 3) + 1; DB( g_print("m=%d, y=%d, qnum=%d\n", month, year, qnum) ); switch( range ) { case FLT_RANGE_THISMONTH: g_date_set_day(date, 1); flt->mindate = g_date_get_julian(date); g_date_add_days(date, g_date_get_days_in_month(month, year)-1); flt->maxdate = g_date_get_julian(date); break; case FLT_RANGE_LASTMONTH: g_date_set_day(date, 1); g_date_subtract_months(date, 1); flt->mindate = g_date_get_julian(date); month = g_date_get_month(date); year = g_date_get_year(date); g_date_add_days(date, g_date_get_days_in_month(month, year)-1); flt->maxdate = g_date_get_julian(date); break; case FLT_RANGE_THISQUARTER: g_date_set_day(date, 1); g_date_set_month(date, (qnum-1)*3+1); flt->mindate = g_date_get_julian(date); g_date_add_months(date, 3); g_date_subtract_days(date, 1); flt->maxdate = g_date_get_julian(date); break; case FLT_RANGE_LASTQUARTER: g_date_set_day(date, 1); g_date_set_month(date, (qnum-1)*3+1); g_date_subtract_months(date, 3); flt->mindate = g_date_get_julian(date); g_date_add_months(date, 3); g_date_subtract_days(date, 1); flt->maxdate = g_date_get_julian(date); break; case FLT_RANGE_THISYEAR: g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year); if( refjuliandate >= g_date_get_julian (date)) { flt->mindate = g_date_get_julian(date); } else { g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year-1); flt->mindate = g_date_get_julian(date); } g_date_add_years (date, 1); g_date_subtract_days (date, 1); flt->maxdate = g_date_get_julian(date); break; case FLT_RANGE_LASTYEAR: g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year); if( refjuliandate >= g_date_get_julian (date)) { g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year-1); flt->mindate = g_date_get_julian(date); } else { g_date_set_dmy(date, PREFS->fisc_year_day, PREFS->fisc_year_month, year-2); flt->mindate = g_date_get_julian(date); } g_date_add_years (date, 1); g_date_subtract_days (date, 1); flt->maxdate = g_date_get_julian(date); break; case FLT_RANGE_LAST30DAYS: flt->mindate = refjuliandate - 30; flt->maxdate = refjuliandate; break; case FLT_RANGE_LAST60DAYS: flt->mindate = refjuliandate - 60; flt->maxdate = refjuliandate; break; case FLT_RANGE_LAST90DAYS: flt->mindate = refjuliandate - 90; flt->maxdate = refjuliandate; break; case FLT_RANGE_LAST12MONTHS: g_date_subtract_months(date, 12); flt->mindate = g_date_get_julian(date); flt->maxdate = refjuliandate; break; // case FLT_RANGE_OTHER: // case FLT_RANGE_ALLDATE: } g_date_free(date); } void filter_preset_type_set(Filter *flt, gint type) { /* any type */ flt->type = type; flt->option[FILTER_AMOUNT] = 0; flt->minamount = G_MINDOUBLE; flt->maxamount = G_MINDOUBLE; switch( type ) { case FLT_TYPE_EXPENSE: flt->option[FILTER_AMOUNT] = 1; flt->minamount = -G_MAXDOUBLE; flt->maxamount = G_MINDOUBLE; break; case FLT_TYPE_INCOME: flt->option[FILTER_AMOUNT] = 1; flt->minamount = G_MINDOUBLE; flt->maxamount = G_MAXDOUBLE; break; } } void filter_preset_status_set(Filter *flt, gint status) { Category *catitem; GList *lcat, *list; /* any status */ flt->status = status; flt->option[FILTER_STATUS] = 0; flt->reconciled = TRUE; flt->cleared = TRUE; //#1602835 fautly set //flt->forceadd = TRUE; //flt->forcechg = TRUE; flt->option[FILTER_CATEGORY] = 0; lcat = list = g_hash_table_get_values(GLOBALS->h_cat); while (list != NULL) { catitem = list->data; catitem->filter = FALSE; list = g_list_next(list); } g_list_free(lcat); switch( status ) { case FLT_STATUS_UNCATEGORIZED: flt->option[FILTER_CATEGORY] = 1; catitem = da_cat_get(0); // no category if(catitem != NULL) catitem->filter = TRUE; break; case FLT_STATUS_UNRECONCILED: flt->option[FILTER_STATUS] = 2; flt->reconciled = TRUE; flt->cleared = FALSE; break; case FLT_STATUS_UNCLEARED: flt->option[FILTER_STATUS] = 2; flt->reconciled = FALSE; flt->cleared = TRUE; break; case FLT_STATUS_RECONCILED: flt->option[FILTER_STATUS] = 1; flt->reconciled = TRUE; flt->cleared = FALSE; break; case FLT_STATUS_CLEARED: flt->option[FILTER_STATUS] = 1; flt->reconciled = FALSE; flt->cleared = TRUE; break; } } static gint filter_text_compare(gchar *txntext, gchar *searchtext, gboolean exact) { gint retval = 0; if( exact ) { if( g_strstr_len(txntext, -1, searchtext) != NULL ) { DB( g_print(" found case '%s'\n", searchtext) ); retval = 1; } } else { gchar *word = g_utf8_casefold(txntext, -1); gchar *needle = g_utf8_casefold(searchtext, -1); if( g_strrstr(word, needle) != NULL ) { DB( g_print(" found nocase '%s'\n", needle) ); retval = 1; } g_free(word); g_free(needle); } return retval; } /* used for quicksearch text into transaction */ gboolean filter_txn_search_match(gchar *needle, Transaction *txn, gint flags) { gboolean retval = FALSE; Payee *payitem; Category *catitem; gchar *tags; if(flags & FLT_QSEARCH_MEMO) { //#1668036 always try match on txn memo first if(txn->memo) { retval |= filter_text_compare(txn->memo, needle, FALSE); } if(retval) goto end; //#1509485 if(txn->flags & OF_SPLIT) { guint count, i; Split *split; count = da_splits_count(txn->splits); for(i=0;isplits[i]; tmpinsert = filter_text_compare(split->memo, needle, FALSE); retval |= tmpinsert; if( tmpinsert ) break; } } if(retval) goto end; } if(flags & FLT_QSEARCH_INFO) { if(txn->info) { retval |= filter_text_compare(txn->info, needle, FALSE); } if(retval) goto end; } if(flags & FLT_QSEARCH_PAYEE) { payitem = da_pay_get(txn->kpay); if(payitem) { retval |= filter_text_compare(payitem->name, needle, FALSE); } if(retval) goto end; } if(flags & FLT_QSEARCH_CATEGORY) { //#1509485 if(txn->flags & OF_SPLIT) { guint count, i; Split *split; count = da_splits_count(txn->splits); for(i=0;isplits[i]; catitem = da_cat_get(split->kcat); if(catitem) { gchar *fullname = da_cat_get_fullname (catitem); tmpinsert = filter_text_compare(fullname, needle, FALSE); retval |= tmpinsert; g_free(fullname); } if( tmpinsert ) break; } } else { catitem = da_cat_get(txn->kcat); if(catitem) { gchar *fullname = da_cat_get_fullname (catitem); retval |= filter_text_compare(fullname, needle, FALSE); g_free(fullname); } } if(retval) goto end; } if(flags & FLT_QSEARCH_TAGS) { tags = transaction_tags_tostring(txn); if(tags) { retval |= filter_text_compare(tags, needle, FALSE); } g_free(tags); if(retval) goto end; } //#1741339 add quicksearch for amount if(flags & FLT_QSEARCH_AMOUNT) { gchar formatd_buf[G_ASCII_DTOSTR_BUF_SIZE]; hb_strfnum(formatd_buf, G_ASCII_DTOSTR_BUF_SIZE-1, txn->amount, txn->kcur, FALSE); retval |= filter_text_compare(formatd_buf, needle, FALSE); } end: return retval; } gint filter_test(Filter *flt, Transaction *txn) { Account *accitem; Payee *payitem; Category *catitem; gint insert; //DB( g_print("(filter) test\n") ); insert = 1; /*** start filtering ***/ /* force display */ if(flt->forceadd == TRUE && (txn->flags & OF_ADDED)) goto end; if(flt->forcechg == TRUE && (txn->flags & OF_CHANGED)) goto end; /* force remind if not filter on status */ if(flt->forceremind == TRUE && (txn->status == TXN_STATUS_REMIND)) goto end; /* date */ if(flt->option[FILTER_DATE]) { insert = ( (txn->date >= flt->mindate) && (txn->date <= (flt->maxdate + flt->nbdaysfuture) ) ) ? 1 : 0; if(flt->option[FILTER_DATE] == 2) insert ^= 1; } if(!insert) goto end; /* account */ if(flt->option[FILTER_ACCOUNT]) { accitem = da_acc_get(txn->kacc); if(accitem) { insert = ( accitem->filter == TRUE ) ? 1 : 0; if(flt->option[FILTER_ACCOUNT] == 2) insert ^= 1; } } if(!insert) goto end; /* payee */ if(flt->option[FILTER_PAYEE]) { payitem = da_pay_get(txn->kpay); if(payitem) { insert = ( payitem->filter == TRUE ) ? 1 : 0; if(flt->option[FILTER_PAYEE] == 2) insert ^= 1; } } if(!insert) goto end; /* category */ if(flt->option[FILTER_CATEGORY]) { if(txn->flags & OF_SPLIT) { guint count, i; Split *split; insert = 0; //fix: 1151259 count = da_splits_count(txn->splits); for(i=0;isplits[i]; catitem = da_cat_get(split->kcat); if(catitem) { tmpinsert = ( catitem->filter == TRUE ) ? 1 : 0; if(flt->option[FILTER_CATEGORY] == 2) tmpinsert ^= 1; } insert |= tmpinsert; } } else { catitem = da_cat_get(txn->kcat); if(catitem) { insert = ( catitem->filter == TRUE ) ? 1 : 0; if(flt->option[FILTER_CATEGORY] == 2) insert ^= 1; } } } if(!insert) goto end; /* status */ if(flt->option[FILTER_STATUS]) { gint insert1 = 0, insert2 = 0; if(flt->reconciled) insert1 = ( txn->status == TXN_STATUS_RECONCILED ) ? 1 : 0; if(flt->cleared) insert2 = ( txn->status == TXN_STATUS_CLEARED ) ? 1 : 0; insert = insert1 | insert2; if(flt->option[FILTER_STATUS] == 2) insert ^= 1; } if(!insert) goto end; /* paymode */ if(flt->option[FILTER_PAYMODE]) { insert = ( flt->paymode[txn->paymode] == TRUE) ? 1 : 0; if(flt->option[FILTER_PAYMODE] == 2) insert ^= 1; } if(!insert) goto end; /* amount */ if(flt->option[FILTER_AMOUNT]) { insert = ( (txn->amount >= flt->minamount) && (txn->amount <= flt->maxamount) ) ? 1 : 0; if(flt->option[FILTER_AMOUNT] == 2) insert ^= 1; } if(!insert) goto end; /* info/memo/tag */ if(flt->option[FILTER_TEXT]) { gchar *tags; gint insert1, insert2, insert3; insert1 = insert2 = insert3 = 0; if(flt->info) { if(txn->info) { insert1 = filter_text_compare(txn->info, flt->info, flt->exact); } } else insert1 = 1; if(flt->memo) { //#1668036 always try match on txn memo first if(txn->memo) { insert2 = filter_text_compare(txn->memo, flt->memo, flt->exact); } if( (insert2 == 0) && (txn->flags & OF_SPLIT) ) { guint count, i; Split *split; count = da_splits_count(txn->splits); for(i=0;isplits[i]; tmpinsert = filter_text_compare(split->memo, flt->memo, flt->exact); insert2 |= tmpinsert; if( tmpinsert ) break; } } } else insert2 = 1; if(flt->tag) { tags = transaction_tags_tostring(txn); if(tags) { insert3 = filter_text_compare(tags, flt->tag, flt->exact); } g_free(tags); } else insert3 = 1; insert = insert1 && insert2 && insert3 ? 1 : 0; if(flt->option[FILTER_TEXT] == 2) insert ^= 1; } if(!insert) goto end; end: // DB( g_print(" %d :: %d :: %d\n", flt->mindate, txn->date, flt->maxdate) ); // DB( g_print(" [%d] %s => %d (%d)\n", txn->account, txn->memo, insert, count) ); return(insert); }