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change comm: to sym: and require a match on the whole symbol
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Simon Michael
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@ -953,8 +953,7 @@ A query term can be any of the following:
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- `REGEX` - match account names by this regular expression
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- `acct:REGEX` - same as above
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- `code:REGEX` - match by transaction code (eg check number)
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- `comm:REGEX` - match by commodity symbol
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- `desc:REGEX` - match transaction descriptions by regular expression
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- `desc:REGEX` - match transaction descriptions
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- `date:PERIODEXPR` - match dates within the specified [period](#period-expressions)
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- `date2:PERIODEXPR` - as above, but match secondary dates
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- `tag:NAME[=REGEX]` - match by (exact, case sensitive) [tag](#tags) name, and optionally match the tag value by regular expression
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@ -963,6 +962,7 @@ A query term can be any of the following:
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- `real:1` or `real:0` - match real/virtual-ness
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- `empty:1` or `empty:0` - match if amount is/is not zero
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- `amt:N` or `amt:=N`, `amt:<N`, `amt:>N` - match postings with a single-commodity amount equal to, less than, or greater than N. (Multi-commodity amounts are always matched.)
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- `sym:REGEX` - match (whole) commodity symbols
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- `not:` before any of the above negates the match
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<!--
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2
NEWS.md
2
NEWS.md
@ -6,7 +6,7 @@ title: hledger news
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## unreleased
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- queries: `comm:REGEXP` matches commodity symbols which match REGEXP
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- queries: `sym:REGEXP` matches (whole) commodity symbols
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- queries: `amt` now uses the = operator by default, eg amt:50 finds amounts equal to 50
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- don't break when there are non-ascii characters in CSV files
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- csv: add the `include` directive, useful for factoring out common rules used with multiple CSV files
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@ -43,7 +43,7 @@ import Text.ParserCombinators.Parsec
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import Hledger.Utils
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import Hledger.Data.Types
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import Hledger.Data.AccountName
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import Hledger.Data.Amount (nullamt, usd)
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import Hledger.Data.Amount (amount, usd)
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import Hledger.Data.Dates
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import Hledger.Data.Posting
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import Hledger.Data.Transaction
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@ -57,7 +57,6 @@ data Query = Any -- ^ always match
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| Or [Query] -- ^ match if any of these match
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| And [Query] -- ^ match if all of these match
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| Code String -- ^ match if code matches this regexp
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| Comm String -- ^ match if the commodity symbol matches this regexp
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| Desc String -- ^ match if description matches this regexp
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| Acct String -- ^ match postings whose account matches this regexp
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| Date DateSpan -- ^ match if primary date in this date span
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@ -65,6 +64,7 @@ data Query = Any -- ^ always match
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| Status Bool -- ^ match if cleared status has this value
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| Real Bool -- ^ match if "realness" (involves a real non-virtual account ?) has this value
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| Amt Ordering Quantity -- ^ match if the amount's numeric quantity is less than/greater than/equal to some value
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| Sym String -- ^ match if the entire commodity symbol is matched by this regexp
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| Empty Bool -- ^ if true, show zero-amount postings/accounts which are usually not shown
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-- more of a query option than a query criteria ?
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| Depth Int -- ^ match if account depth is less than or equal to this value
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@ -177,12 +177,12 @@ prefixes = map (++":") [
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,"inacct"
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,"amt"
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,"code"
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,"comm"
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,"desc"
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,"acct"
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,"date"
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,"edate"
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,"status"
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,"sym"
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,"real"
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,"empty"
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,"depth"
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@ -209,7 +209,6 @@ parseQueryTerm d ('n':'o':'t':':':s) = case parseQueryTerm d s of
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Left m -> Left $ Not m
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Right _ -> Left Any -- not:somequeryoption will be ignored
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parseQueryTerm _ ('c':'o':'d':'e':':':s) = Left $ Code s
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parseQueryTerm _ ('c':'o':'m':'m':':':s) = Left $ Comm s
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parseQueryTerm _ ('d':'e':'s':'c':':':s) = Left $ Desc s
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parseQueryTerm _ ('a':'c':'c':'t':':':s) = Left $ Acct s
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parseQueryTerm d ('d':'a':'t':'e':':':s) =
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@ -223,6 +222,7 @@ parseQueryTerm _ ('r':'e':'a':'l':':':s) = Left $ Real $ parseBool s
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parseQueryTerm _ ('a':'m':'t':':':s) = Left $ Amt op q where (op, q) = parseAmountTest s
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parseQueryTerm _ ('e':'m':'p':'t':'y':':':s) = Left $ Empty $ parseBool s
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parseQueryTerm _ ('d':'e':'p':'t':'h':':':s) = Left $ Depth $ readDef 0 s
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parseQueryTerm _ ('s':'y':'m':':':s) = Left $ Sym s
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parseQueryTerm _ ('t':'a':'g':':':s) = Left $ Tag n v where (n,v) = parseTag s
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parseQueryTerm _ "" = Left $ Any
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parseQueryTerm d s = parseQueryTerm d $ defaultprefix++":"++s
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@ -503,7 +503,6 @@ matchesPosting (None) _ = False
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matchesPosting (Or qs) p = any (`matchesPosting` p) qs
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matchesPosting (And qs) p = all (`matchesPosting` p) qs
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matchesPosting (Code r) p = regexMatchesCI r $ maybe "" tcode $ ptransaction p
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matchesPosting (Comm r) Posting{pamount=Mixed as} = any (regexMatchesCI r) $ map acommodity as
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matchesPosting (Desc r) p = regexMatchesCI r $ maybe "" tdescription $ ptransaction p
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matchesPosting (Acct r) p = regexMatchesCI r $ paccount p
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matchesPosting (Date span) p = span `spanContainsDate` postingDate p
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@ -516,6 +515,7 @@ matchesPosting (Amt op n) Posting{pamount=a} = compareMixedAmount op n a
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-- matchesPosting (Empty False) Posting{pamount=a} = True
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-- matchesPosting (Empty True) Posting{pamount=a} = isZeroMixedAmount a
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matchesPosting (Empty _) _ = True
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matchesPosting (Sym r) Posting{pamount=Mixed as} = any (regexMatchesCI $ "^" ++ r ++ "$") $ map acommodity as
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matchesPosting (Tag n Nothing) p = isJust $ lookupTagByName n $ postingAllTags p
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matchesPosting (Tag n (Just v)) p = isJust $ lookupTagByNameAndValue (n,v) $ postingAllTags p
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-- matchesPosting _ _ = False
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@ -523,7 +523,7 @@ matchesPosting (Tag n (Just v)) p = isJust $ lookupTagByNameAndValue (n,v) $ pos
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-- | Is this simple mixed amount's quantity less than, equal to, or greater than this number ?
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-- For complext mixed amounts (with multiple commodities), this is always true.
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compareMixedAmount :: Ordering -> Quantity -> MixedAmount -> Bool
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compareMixedAmount op q (Mixed []) = compareMixedAmount op q (Mixed [nullamt])
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compareMixedAmount op q (Mixed []) = compareMixedAmount op q (Mixed [amount])
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-- compareMixedAmount op q (Mixed [a]) = strace (compare (strace $ aquantity a) (strace q)) == op
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compareMixedAmount op q (Mixed [a]) = compare (aquantity a) q == op
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compareMixedAmount _ _ _ = True
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@ -544,17 +544,20 @@ tests_matchesPosting = [
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assertBool "real:1 on real posting" $ (Real True) `matchesPosting` nullposting{ptype=RegularPosting}
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assertBool "real:1 on virtual posting fails" $ not $ (Real True) `matchesPosting` nullposting{ptype=VirtualPosting}
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assertBool "real:1 on balanced virtual posting fails" $ not $ (Real True) `matchesPosting` nullposting{ptype=BalancedVirtualPosting}
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assertBool "" $ (Acct "'b") `matchesPosting` nullposting{paccount="'b"}
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assertBool "" $ not $ (Tag "a" (Just "r$")) `matchesPosting` nullposting
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assertBool "" $ (Tag "foo" Nothing) `matchesPosting` nullposting{ptags=[("foo","")]}
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assertBool "" $ (Tag "foo" Nothing) `matchesPosting` nullposting{ptags=[("foo","baz")]}
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assertBool "" $ (Tag "foo" (Just "a")) `matchesPosting` nullposting{ptags=[("foo","bar")]}
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assertBool "" $ not $ (Tag "foo" (Just "a$")) `matchesPosting` nullposting{ptags=[("foo","bar")]}
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assertBool "" $ not $ (Tag " foo " (Just "a")) `matchesPosting` nullposting{ptags=[("foo","bar")]}
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assertBool "" $ not $ (Tag "foo foo" (Just " ar ba ")) `matchesPosting` nullposting{ptags=[("foo foo","bar bar")]}
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assertBool "a" $ (Acct "'b") `matchesPosting` nullposting{paccount="'b"}
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assertBool "b" $ not $ (Tag "a" (Just "r$")) `matchesPosting` nullposting
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assertBool "c" $ (Tag "foo" Nothing) `matchesPosting` nullposting{ptags=[("foo","")]}
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assertBool "d" $ (Tag "foo" Nothing) `matchesPosting` nullposting{ptags=[("foo","baz")]}
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assertBool "e" $ (Tag "foo" (Just "a")) `matchesPosting` nullposting{ptags=[("foo","bar")]}
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assertBool "f" $ not $ (Tag "foo" (Just "a$")) `matchesPosting` nullposting{ptags=[("foo","bar")]}
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assertBool "g" $ not $ (Tag " foo " (Just "a")) `matchesPosting` nullposting{ptags=[("foo","bar")]}
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assertBool "h" $ not $ (Tag "foo foo" (Just " ar ba ")) `matchesPosting` nullposting{ptags=[("foo foo","bar bar")]}
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-- a tag match on a posting also sees inherited tags
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assertBool "" $ (Tag "txntag" Nothing) `matchesPosting` nullposting{ptransaction=Just nulltransaction{ttags=[("txntag","")]}}
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assertBool "" $ (Comm "$") `matchesPosting` nullposting{pamount=Mixed [usd 1]}
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assertBool "i" $ (Tag "txntag" Nothing) `matchesPosting` nullposting{ptransaction=Just nulltransaction{ttags=[("txntag","")]}}
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assertBool "j" $ not $ (Sym "$") `matchesPosting` nullposting{pamount=Mixed [usd 1]} -- becomes "^$$", ie testing for null symbol
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assertBool "k" $ (Sym "\\$") `matchesPosting` nullposting{pamount=Mixed [usd 1]} -- have to quote $ for regexpr
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assertBool "l" $ (Sym "shekels") `matchesPosting` nullposting{pamount=Mixed [amount{acommodity="shekels"}]}
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assertBool "m" $ not $ (Sym "shek") `matchesPosting` nullposting{pamount=Mixed [amount{acommodity="shekels"}]}
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]
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-- | Does the match expression match this transaction ?
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@ -565,7 +568,6 @@ matchesTransaction (None) _ = False
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matchesTransaction (Or qs) t = any (`matchesTransaction` t) qs
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matchesTransaction (And qs) t = all (`matchesTransaction` t) qs
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matchesTransaction (Code r) t = regexMatchesCI r $ tcode t
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matchesTransaction q@(Comm _) t = any (q `matchesPosting`) $ tpostings t
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matchesTransaction (Desc r) t = regexMatchesCI r $ tdescription t
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matchesTransaction q@(Acct _) t = any (q `matchesPosting`) $ tpostings t
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matchesTransaction (Date span) t = spanContainsDate span $ tdate t
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@ -575,6 +577,7 @@ matchesTransaction (Real v) t = v == hasRealPostings t
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matchesTransaction q@(Amt _ _) t = any (q `matchesPosting`) $ tpostings t
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matchesTransaction (Empty _) _ = True
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matchesTransaction (Depth d) t = any (Depth d `matchesPosting`) $ tpostings t
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matchesTransaction q@(Sym _) t = any (q `matchesPosting`) $ tpostings t
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matchesTransaction (Tag n Nothing) t = isJust $ lookupTagByName n $ transactionAllTags t
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matchesTransaction (Tag n (Just v)) t = isJust $ lookupTagByNameAndValue (n,v) $ transactionAllTags t
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@ -95,7 +95,6 @@ searchform VD{..} = [hamlet|
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Transactions/postings may additionally be filtered by
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acct:REGEXP (target account), #
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code:REGEXP (transaction code), #
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comm:REGEXP (commodity symbol), #
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desc:REGEXP (description), #
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date:PERIODEXP (date), #
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date2:PERIODEXP (secondary date), #
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@ -105,6 +104,7 @@ searchform VD{..} = [hamlet|
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real:BOOL (real/virtual-ness), #
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empty:BOOL (is amount zero), #
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amt:N, amt:<N, amt:>N (test magnitude of single-commodity amount).
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sym:REGEXP (commodity symbol), #
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<br>
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Prepend not: to negate, enclose multi-word patterns in quotes, multiple search terms are AND'ed.
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|]
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