hledger/hledger-lib/Hledger/Query.hs

{-|

A general query system for matching things (accounts, postings,
transactions..)  by various criteria, and a parser for query expressions.

-}

{-# LANGUAGE DeriveDataTypeable, OverloadedStrings, ViewPatterns #-}

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
import Data.Monoid ((<>))
-- import Data.Text (Text)
import qualified Data.Text as T
import Data.Time.Calendar
import Safe (readDef, headDef)
import Test.HUnit
import Text.Megaparsec
import Text.Megaparsec.Text

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
           | Status ClearedStatus  -- ^ 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 (Status b)    = "Status " ++ 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 :: Parser [T.Text]
      maybeprefixedquotedphrases = choice' [prefixedQuotedPattern, singleQuotedPattern, doubleQuotedPattern, pattern] `sepBy` some spacenonewline
      prefixedQuotedPattern :: Parser T.Text
      prefixedQuotedPattern = do
        not' <- fromMaybe "" `fmap` (optional $ string "not:")
        let allowednexts | null not' = prefixes
                         | otherwise = prefixes ++ [""]
        next <- fmap T.pack $ choice' $ map (string . T.unpack) allowednexts
        let prefix :: T.Text
            prefix = T.pack not' <> next
        p <- singleQuotedPattern <|> doubleQuotedPattern
        return $ prefix <> stripquotes p
      singleQuotedPattern :: Parser T.Text
      singleQuotedPattern = between (char '\'') (char '\'') (many $ noneOf ("'" :: [Char])) >>= return . stripquotes . T.pack
      doubleQuotedPattern :: Parser T.Text
      doubleQuotedPattern = between (char '"') (char '"') (many $ noneOf ("\"" :: [Char])) >>= return . stripquotes . T.pack
      pattern :: Parser 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"
    ,"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 "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 $ Status 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 $ Status Cleared)
    "status:*" `gives` (Left $ Status Cleared)
    "status:!" `gives` (Left $ Status Pending)
    "status:0" `gives` (Left $ Status Unmarked)
    "status:" `gives` (Left $ Status Unmarked)
    "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 ClearedStatus
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 [Status Cleared,Depth 1]], not . queryIsDepth) `gives` Status 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 (Status _) = 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 (Status 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 = not $ null $ matchedTags n v $ postingAllTags p
-- matchesPosting _ _ = False

tests_matchesPosting = [
   "matchesPosting" ~: do
    -- matching posting status..
    assertBool "positive match on cleared posting status"  $
                   (Status Cleared)  `matchesPosting` nullposting{pstatus=Cleared}
    assertBool "negative match on cleared posting status"  $
               not $ (Not $ Status Cleared)  `matchesPosting` nullposting{pstatus=Cleared}
    assertBool "positive match on unmarked posting status" $
                   (Status Unmarked) `matchesPosting` nullposting{pstatus=Unmarked}
    assertBool "negative match on unmarked posting status" $
               not $ (Not $ Status Unmarked) `matchesPosting` nullposting{pstatus=Unmarked}
    assertBool "positive match on true posting status acquired from transaction" $
                   (Status 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 (Status 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 = not $ null $ matchedTags n v $ transactionAllTags t

-- matchesTransaction _ _ = False

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")]}
   -- 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.
matchedTags :: Regexp -> Maybe Regexp -> [Tag] -> [Tag]
matchedTags namepat valuepat tags = filter (match namepat valuepat) tags
  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