File indexing completed on 2024-05-12 16:42:13

0001 /*
0002     SPDX-FileCopyrightText: 2008-2015 Thomas Baumgart <tbaumgart@kde.org>
0003     SPDX-FileCopyrightText: 2015 Christian Dávid <christian-david@web.de>
0004     SPDX-FileCopyrightText: 2017-2018 Łukasz Wojniłowicz <lukasz.wojnilowicz@gmail.com>
0005     SPDX-License-Identifier: GPL-2.0-or-later
0006 */
0007 
0008 #ifndef TRANSACTIONMATCHER_H
0009 #define TRANSACTIONMATCHER_H
0010 
0011 #include <qglobal.h>
0012 
0013 class MyMoneySplit;
0014 class MyMoneyTransaction;
0015 class MyMoneyAccount;
0016 
0017 class TransactionMatcherPrivate;
0018 class TransactionMatcher
0019 {
0020 public:
0021     Q_DISABLE_COPY(TransactionMatcher)
0022 
0023     explicit TransactionMatcher(const MyMoneyAccount& acc);
0024     ~TransactionMatcher();
0025 
0026     /**
0027      * This method matches the manual entered transaction @p tm with the imported
0028      * transaction @p ti based on the splits @p sm and @p si. If the match can be applied,
0029      * MyMoneyTransaction::addMatch() is used to include @p ti inside @p tm and the
0030      * engine data (MyMoneyFile) is updated. A possible bankid found in the imported
0031      * split is carried over into the manual transaction.
0032      *
0033      * The following things will be done in case of a match:
0034      *
0035      * - if the postdate differs between the two transactions
0036      *   - the postdate of the manual entered transaction is stored in kmm-orig-postdate
0037      *   - the postdate of the imported transaction is assigned to the resulting transaction
0038      * - if the payee differs between the two splits
0039      *   - the payee of the manual split is stored in kmm-orig-payee
0040      *   - the payee of the imported split is assigned to the resulting split
0041      * - if the reconciliation state is not-reconciled
0042      *   - the reconciliation state is set to cleared
0043      * - the bankid of the imported transaction is assigned to the resulting transaction
0044      * - the resulting transaction will be updated and the imported transaction removed
0045      *   from the engine
0046      *
0047      * The application of the match depends on the following items:
0048      *
0049      * - both share values of @p sm and @p si must be identical
0050      * - @p tm must be a non-imported (see below), non-matched transaction
0051      * - @p ti must be an imported transaction
0052      *
0053      * If @p allowImportedTransactions is true, @p tm may be an imported transaction. The
0054      * default of @p allowImportedTransactions is @p false.
0055      *
0056      * In case of errors, an exception is thrown.
0057      */
0058     void match(MyMoneyTransaction tm, MyMoneySplit sm, MyMoneyTransaction ti, MyMoneySplit si, bool allowImportedTransactions = false);
0059 
0060     /**
0061      * This method is used to unmatch a previously matched transaction (see match() and findMatch() )
0062      * and restore the original and imported transaction in the engine.
0063      *
0064      * The following things will be done in case @p t is a matched transaction:
0065      *
0066      * - the enclosed imported transaction is extracted and restored
0067      * - if the kvp contains a kmm-orig-payee record
0068      *   - the payee is updated to this value if it still exists, otherwise the payee is left empty
0069      * - if the kvp contains a kmm-orig-postdate record
0070      *   - the postdate of the transaction is changed to the value stored in this record
0071      * - a matching bankid is removed from the transaction
0072      * - the resulting transaction will be updated and the imported transaction inserted
0073      *   into the engine
0074      *
0075      * In case of errors, an exception is thrown.
0076      */
0077     void unmatch(const MyMoneyTransaction& t, const MyMoneySplit& s);
0078 
0079     /**
0080      * This method is used to accept a previously matched transaction (see match() and findMatch())
0081      *
0082      * The following things will be done in case @p _t is a matched transaction
0083      *
0084      * - the enclosed imported transaction is removed
0085      * - the kvps kmm-orig-payee and kmm-orig-postdate are removed
0086      * - the resulting transaction will be updated
0087      *
0088      * In case of errors, an exception is thrown
0089      */
0090     void accept(const MyMoneyTransaction& t, const MyMoneySplit& s);
0091 
0092 private:
0093     TransactionMatcherPrivate * const d_ptr;
0094     Q_DECLARE_PRIVATE(TransactionMatcher)
0095 };
0096 
0097 #endif