public function match(CRM_Banking_BAO_BankTransaction $btx, CRM_Banking_Matcher_Context $context)
{
// this section will be refactored to use different conditions, but for now, this is hardcoded
$suggestion = new CRM_Banking_Matcher_Suggestion($this, $btx);
$config = $this->_plugin_config;
// amount range
if (isset($config->amount)) {
$camount = $config->amount;
$low = $camount->low;
$high = $camount->high;
$factor = $camount->prob or 1;
$amount = $btx->amount;
if ($low == null || $amount >= $low) {
if ($high == null || $amount <= $high) {
$message = ts('the transaction amount is in the range [ ');
if ($low) {
$message .= number_format($low, 2);
}
$message .= ' - ';
if ($high) {
$message .= number_format($high, 2);
}
$message .= ' ]';
$suggestion->addEvidence($factor, $message);
}
}
}
// date range
if (isset($config->value_date)) {
$cvdate = $config->value_date;
$early = $cvdate->early;
$late = $cvdate->late;
$factor = $cvdate->prob or 1;
$value_date = strtotime($btx->value_date);
if ($early != '' && $value_date >= strtotime($early)) {
if ($late != '' && $value_date <= strtotime($late)) {
$message = ts('the transaction value date is in the range [ ');
if ($early) {
$message .= $early;
}
$message .= ' - ';
if ($late) {
$message .= $late;
}
$message .= ' ]';
$suggestion->addEvidence($factor, $message);
}
}
}
// regex
if (isset($config->purpose)) {
$cpurp = $config->purpose;
$regex = $cpurp->regex;
$factor = $cpurp->prob or 1;
$parsed = json_decode($btx->data_parsed, true);
$purpose = $parsed['purpose'];
if ($regex != '' && preg_match("/{$regex}/", $purpose)) {
$message = sprintf(ts('the transaction purpose matches the expression "%s"'), htmlentities($regex));
$suggestion->addEvidence($factor, $message);
}
}
if ($suggestion->getProbability() > 0) {
$btx->addSuggestion($suggestion);
}
// close up
return empty($this->_suggestions) ? null : $this->_suggestions;
}
public function match(CRM_Banking_BAO_BankTransaction $btx, CRM_Banking_Matcher_Context $context)
{
// get list of existing batches (cache in context)
$existing_batches = $context->getCachedEntry('banking.pluginimpl.matcher.batch');
if ($existing_batches == NULL) {
$existing_batches = $this->generateBatchList();
$context->setCachedEntry('banking.pluginimpl.matcher.batch', $existing_batches);
}
// look for a matching batch
$config = $this->_plugin_config;
$booking_date = strtotime($btx->booking_date);
$matching_batches = array();
foreach ($existing_batches as $batch) {
$total_amount = $batch['total'];
if (!empty($batch['export_date'])) {
$submission_date = strtotime($batch['export_date']);
} elseif ($batch['modified_date']) {
$submission_date = strtotime($batch['modified_date']);
} else {
$submission_date = strtotime($batch['created_date']);
}
// check amount
if (abs(1 - $total_amount / $btx->amount) > $config->total_amount_tolerance) {
continue;
}
// check export_date_to_payment_min / max
if ($booking_date < strtotime($config->export_date_to_payment_min, $submission_date)) {
continue;
}
if ($booking_date > strtotime($config->export_date_to_payment_max, $submission_date)) {
continue;
}
// batch is accepted -> calculate probability:
// first factor: expected income time
$time_penalty_total = strtotime('-' . $config->export_date_to_payment_tolerance, abs($booking_date - $submission_date));
$time_penalty = min(1.0, 1 - $time_penalty_total / (strtotime($config->export_date_to_payment_max) - strtotime($config->export_date_to_payment_min)));
// second factor: equal amount
$amount_penalty = 1.0 - abs(1 - $total_amount / $btx->amount) / $config->total_amount_tolerance;
// third factor: statmentes pending
$status_penalty = 1.0 - count($this->getNonPendingContributionIDs($batch['id'])) / $batch['item_count'];
$matching_batches[$batch['id']] = $time_penalty * $amount_penalty * $status_penalty;
}
// for each matched batch, create a suggestion
foreach ($matching_batches as $batch_id => $batch_probability) {
$suggestion = new CRM_Banking_Matcher_Suggestion($this, $btx);
$suggestion->setTitle(ts("Settles a contribution batch"));
$suggestion->setParameter('batch_id', $batch_id);
$suggestion->setId("batch-" . $batch_id);
$suggestion->setProbability($batch_probability);
$btx->addSuggestion($suggestion);
}
// that's it...
return empty($this->_suggestions) ? null : $this->_suggestions;
}
