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/***************************************************************************
transactionmatcher.h
----------
begin : Tue Jul 08 2008
copyright : (C) 2008 by Thomas Baumgart
email : Thomas Baumgart <[email protected]>
***************************************************************************/
/***************************************************************************
* *
* This program 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. *
* *
***************************************************************************/
#ifndef TRANSACTIONMATCHER_H
#define TRANSACTIONMATCHER_H
// ----------------------------------------------------------------------------
// QT Includes
// ----------------------------------------------------------------------------
// KDE Includes
// ----------------------------------------------------------------------------
// Project Includes
#include <kmymoney/mymoneytransaction.h>
#include <kmymoney/mymoneyaccount.h>
class MyMoneySchedule;
class TransactionMatcher
{
public:
typedef enum {
notMatched = 0, ///< no matching transaction found
matched, ///< matching transaction found
matchedExact, ///< matching transaction found with exact same date
matchedDuplicate ///< duplicate matching transaction found
} autoMatchResultE;
TransactionMatcher(const MyMoneyAccount& acc);
/**
* This method matches the manual entered transaction @p tm with the imported
* transaction @p ti based on the splits @p sm and @p si. If the match can be applied,
* MyMoneyTransaction::addMatch() is used to include @p ti inside @p tm and the
* engine data (MyMoneyFile) is updated. A possible bankid found in the imported
* split is carried over into the manual transaction.
*
* The following things will be done in case of a match:
*
* - if the postdate differs between the two transactions
* - the postdate of the manual entered transaction is stored in kmm-orig-postdate
* - the postdate of the imported transaction is assigned to the resulting transaction
* - if the payee differs between the two splits
* - the payee of the manual split is stored in kmm-orig-payee
* - the payee of the imported split is assigned to the resulting split
* - if the reconciliation state is not-reconciled
* - the reconciliation state is set to cleared
* - the bankid of the imported transaction is assigned to the resulting transaction
* - the resulting transaction will be updated and the imported transaction removed
* from the engine
*
* The application of the match depends on the following items:
*
* - both share values of @p sm and @p si must be identical
* - @p tm must be a non-imported (see below), non-matched transaction
* - @p ti must be an imported transaction
*
* If @p allowImportedTransactions is true, @p tm may be an imported transaction. The
* default of @p allowImportedTransactions is @p false.
*
* In case of errors, an exception is thrown.
*/
void match(MyMoneyTransaction tm, MyMoneySplit sm, MyMoneyTransaction ti, MyMoneySplit si, bool allowImportedTransactions = false);
/**
* This method is used to unmatch a previously matched transaction (see match() and findMatch() )
* and restore the original and imported transaction in the engine.
*
* The following things will be done in case @p t is a matched transaction:
*
* - the enclosed imported transaction is extracted and restored
* - if the kvp contains a kmm-orig-payee record
* - the payee is updated to this value if it still exists, otherwise the payee is left empty
* - if the kvp contains a kmm-orig-postdate record
* - the postdate of the transaction is changed to the value stored in this record
* - a matching bankid is removed from the transaction
* - the resulting transaction will be updated and the imported transaction inserted
* into the engine
*
* In case of errors, an exception is thrown.
*/
void unmatch(const MyMoneyTransaction& t, const MyMoneySplit& s);
/**
* This method is used to accept a previously matched transaction (see match() and findMatch())
*
* The following things will be done in case @p _t is a matched transaction
*
* - the enclosed imported transaction is removed
* - the kvps kmm-orig-payee and kmm-orig-postdate are removed
* - the resulting transaction will be updated
*
* In case of errors, an exception is thrown
*/
void accept(const MyMoneyTransaction& t, const MyMoneySplit& s);
/**
* This method is used to automatically find a matching transaction in the ledger or the schedules.
* It should also detect duplicate imports according to the splits bankid.
*
* To be designed
*
* @param ti the imported transaction we want to match
* @param si the split of that transaction referencing the account we import into
* @param sm the split of the object returned that matches the split @a si. In case
* the returned pointer is not 0 this object contains the split. In other
* cases it contains an empty MyMoneySplit.
* @param result reference to the result details
*
* @returns pointer to MyMoneyObject (either a MyMoneyTransaction or a MyMoneySchedule). The
* caller of this method becomes the owner of the object pointed to and is responsible
* to delete the object
*/
MyMoneyObject const * findMatch(const MyMoneyTransaction& ti, const MyMoneySplit& si, MyMoneySplit& sm, autoMatchResultE& result);
/**
* Sets the number of @a days to look for matching transactions. The default after object creation is 3 days.
*/
void setMatchWindow(int days) { m_days = days; }
private:
void checkTransaction(const MyMoneyTransaction& tm, const MyMoneyTransaction& ti, const MyMoneySplit& si, QPair<MyMoneyTransaction, MyMoneySplit>& lastMatch, autoMatchResultE& result, int variation = 0) const;
private:
MyMoneyAccount m_account;
int m_days;
};
#endif
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