/* ============================================================ CurrencyDesk OS — Ledger search engine Turns a free-form query into a structured matcher over the book. Supports natural language the way a teller or owner would type: payout php → pay-out side is Philippine pesos received usd → pay-in side is US dollars philippine dollars → either side is PHP (denomination word ignored) remittance send aran → Remittance-Send for customer Brooke fee > 50 → fee over $50 payout > 5000 → pay-out amount over 5000 amount 1000..5000 → either amount between 1k and 5k reportable unfiled → LCTR-reportable and not yet filed date 2026-06-18 → on that day (also today / yesterday) customer:"aran voss" → exact-ish field qualifier teller singh · void · cheque · structuring · tagged … Every bare term AND-combines. Returns { match, chips, wantsVoid, active }. ============================================================ */ (function () { const TODAY = (window.CDOS && window.CDOS.TODAY) || '2026-06-18'; // country / name / code → currency code(s) const CCY_ALIASES = { CAD: ['cad', 'canadian', 'canada', 'loonie', 'loonies'], USD: ['usd', 'us', 'american', 'greenback', 'greenbacks'], EUR: ['eur', 'euro', 'euros', 'europe', 'european'], GBP: ['gbp', 'sterling', 'british', 'uk', 'quid', 'pound', 'pounds'], INR: ['inr', 'rupee', 'rupees', 'india', 'indian'], PHP: ['php', 'philippine', 'philippines', 'filipino', 'filipina', 'pinoy'], CNY: ['cny', 'yuan', 'renminbi', 'rmb', 'china', 'chinese'], MXN: ['mxn', 'mexican', 'mexico'], AED: ['aed', 'dirham', 'dirhams', 'emirati', 'uae', 'emirates'], }; // ambiguous denomination words → candidate codes (matches EITHER) const SHARED = { peso: ['PHP', 'MXN'], pesos: ['PHP', 'MXN'], dollar: ['USD', 'CAD'], dollars: ['USD', 'CAD'] }; // generic denomination words consumed after a country word (philippine [dollars]) const DENOM = ['dollar', 'dollars', 'peso', 'pesos', 'rupee', 'rupees', 'yuan', 'dirham', 'dirhams', 'pound', 'pounds', 'euro', 'euros', 'franc', 'francs']; const SIDE_IN = ['received', 'receiving', 'incoming', 'deposit', 'deposits', 'takein']; const SIDE_OUT = ['paid', 'outgoing', 'disbursed', 'disburse', 'payingout']; // bare words that act as a field key when followed by a value (no colon needed) const FIELD_WORDS = new Set(['customer', 'cust', 'name', 'client', 'teller', 'staff', 'by', 'clerk', 'agent', 'ref', 'reference', 'note', 'notes', 'memo', 'type', 'ccy', 'currency', 'curr', 'in', 'out', 'payin', 'payout', 'inccy', 'outccy', 'amount', 'amt', 'value', 'fee', 'fees', 'rate', 'date', 'on', 'day', 'after', 'since', 'before', 'until', 'status', 'flag']); const OP_ONLY = /^(>=|<=|>|<|=)$/; // pull the value that follows a bare field word (handles spaced operators) function consumeValue(tokens, i) { const n1 = tokens[i + 1]; if (!n1 || n1.k !== undefined) return null; if (OP_ONLY.test(n1.t)) { const n2 = tokens[i + 2]; if (n2 && n2.t !== undefined && /^\d/.test(n2.t)) return { value: n1.t + n2.t, consumed: 2 }; return { value: n1.t, consumed: 1 }; } // swallow a trailing denomination word when the value is a currency (payout philippine dollars) if (ccyCodes(n1.t)) { const n2 = tokens[i + 2]; if (n2 && n2.t !== undefined && DENOM.includes(String(n2.t).toLowerCase())) return { value: n1.t, consumed: 2 }; } return { value: n1.t, consumed: 1 }; } function ccyCodes(token) { const t = String(token).toLowerCase(); if (/^[a-z]{3}$/.test(t) && CCY_ALIASES[t.toUpperCase()]) return [t.toUpperCase()]; const set = new Set(); for (const code in CCY_ALIASES) if (CCY_ALIASES[code].includes(t)) set.add(code); if (SHARED[t]) SHARED[t].forEach(c => set.add(c)); return set.size ? [...set] : null; } const ccyTest = (codes, side) => { const s = new Set(codes); return (r) => side === 'in' ? s.has(r.inCcy) : side === 'out' ? s.has(r.outCcy) : (s.has(r.inCcy) || s.has(r.outCcy)); }; const TYPE_MAP = [ [['exchange', 'fx', 'convert', 'conversion', 'exchanges'], 'Currency Exchange'], [['send', 'sending', 'outbound'], 'Remittance — Send'], [['receive', 'receiving', 'inbound', 'pickup'], 'Remittance — Receive'], [['remittance', 'remit', 'remittances', 'transfer', 'wire'], /^Remittance/], [['cheque', 'check', 'cheques', 'checks', 'cashing'], 'Cheque Cashing'], [['moneyorder', 'money', 'order', 'orders'], 'Money Order'], [['bill', 'bills', 'utility'], 'Bill Payment'], ]; function typeMatch(w) { for (const [aliases, target] of TYPE_MAP) { if (aliases.includes(w)) { const test = target instanceof RegExp ? (r) => target.test(r.type) : (r) => r.type === target; const label = target instanceof RegExp ? 'Remittance' : target; return { test, label: 'Type · ' + label }; } } return null; } // status & compliance words → test(record, flag) function statusFlag(w) { const F = { void: [(r) => r.status === 'void', 'Voided', true], voided: [(r) => r.status === 'void', 'Voided', true], cancelled: [(r) => r.status === 'void', 'Voided', true], canceled: [(r) => r.status === 'void', 'Voided', true], reversed: [(r) => r.status === 'void', 'Voided', true], posted: [(r) => r.status !== 'void', 'Posted'], active: [(r) => r.status !== 'void', 'Posted'], reportable: [(r, f) => !!(f && f.single), 'Reportable ≥ $10k'], lctr: [(r, f) => !!(f && f.single), 'Reportable ≥ $10k'], large: [(r, f) => !!(f && f.single), 'Reportable ≥ $10k'], filed: [(r) => !!r.filed, 'Filed'], unfiled: [(r, f) => !!(f && f.single) && !r.filed, 'Unfiled report'], structuring: [(r, f) => !!(f && f.str), 'Structuring watch'], smurfing: [(r, f) => !!(f && f.str), 'Structuring watch'], kyc: [(r, f) => !!(f && f.kyc && f.kyc !== 'ok'), 'KYC / ID issue'], unverified: [(r, f) => !!(f && f.kyc && f.kyc !== 'ok'), 'KYC / ID issue'], noid: [(r, f) => !!(f && f.kyc && f.kyc !== 'ok'), 'KYC / ID issue'], tagged: [(r) => !!r.tagged, 'Tagged'], flagged: [(r, f) => !!(f && (f.single || f.str || (f.kyc && f.kyc !== 'ok'))), 'Flagged'], compliance: [(r, f) => !!(f && (f.single || f.str || (f.kyc && f.kyc !== 'ok'))), 'Flagged'], clean: [(r, f) => !(f && (f.single || f.str || (f.kyc && f.kyc !== 'ok'))) && r.status !== 'void', 'Clean'], all: [() => true, 'All records', true], everything: [() => true, 'All records', true], }; const e = F[w]; if (!e) return null; return { test: e[0], label: e[1], wantsVoid: !!e[2] }; } // numeric predicate: >50 <=100 1000..5000 =0 250 function numPred(v) { v = String(v).replace(/[$,\s]/g, ''); let m; if ((m = v.match(/^(\d+(?:\.\d+)?)\.\.(\d+(?:\.\d+)?)$/))) { const lo = +m[1], hi = +m[2]; return { fn: n => n >= lo && n <= hi, label: lo + '–' + hi }; } if ((m = v.match(/^(>=|<=|>|<|=)?(\d+(?:\.\d+)?)$/))) { const op = m[1] || '=', x = +m[2]; const fn = op === '>' ? n => n > x : op === '<' ? n => n < x : op === '>=' ? n => n >= x : op === '<=' ? n => n <= x : n => Math.abs(n - x) < 0.005; return { fn, label: (op === '=' ? '' : op + ' ') + x }; } return null; } // date predicate: 2026-06-18 2026-06 >2026-06-01 a..b today yesterday function datePred(v) { v = String(v).toLowerCase().trim(); const shift = (d, n) => { const t = new Date(d); t.setDate(t.getDate() + n); return t.toISOString().slice(0, 10); }; if (v === 'today') v = TODAY; else if (v === 'yesterday') v = shift(TODAY, -1); let m; if ((m = v.match(/^(\d{4}-\d{2}-\d{2})\.\.(\d{4}-\d{2}-\d{2})$/))) return { fn: d => d >= m[1] && d <= m[2], label: m[1] + '→' + m[2] }; if ((m = v.match(/^(>=|<=|>|<)(\d{4}-\d{2}(?:-\d{2})?)$/))) { const op = m[1], x = m[2]; const fn = op === '>' ? d => d > x : op === '<' ? d => d < x : op === '>=' ? d => d >= x : d => d <= x; return { fn, label: op + ' ' + x }; } if (/^\d{4}(-\d{2}){0,2}$/.test(v)) return { fn: d => d.startsWith(v), label: v }; return null; } const textTest = (s) => { const t = String(s).toLowerCase(); return (r) => (`${r.ref} ${r.customer} ${r.teller} ${r.notes || ''} ${r.type} ${r.inCcy} ${r.outCcy} ${r.date} ${r.time} ${(r.thread || []).map(n => n.text).join(' ')}`).toLowerCase().includes(t); }; const fieldContains = (get, s) => { const t = String(s).toLowerCase(); return (r) => String(get(r) || '').toLowerCase().includes(t); }; // field:value qualifiers function fieldClause(k, v) { k = k.toLowerCase(); const codes = ccyCodes(v); const np = numPred(v); const lower = String(v).toLowerCase(); switch (k) { case 'customer': case 'cust': case 'name': case 'client': return { test: fieldContains(r => r.customer, v), label: 'Customer · ' + v }; case 'teller': case 'staff': case 'by': case 'clerk': case 'agent': return { test: fieldContains(r => r.teller, v), label: 'Teller · ' + v }; case 'ref': case 'reference': return { test: fieldContains(r => r.ref, v), label: 'Ref · ' + v }; case 'note': case 'notes': case 'memo': return { test: (r) => (`${r.notes || ''} ${(r.thread || []).map(n => n.text).join(' ')}`).toLowerCase().includes(lower), label: 'Note · ' + v }; case 'type': { const tm = typeMatch(lower); return tm ? { test: tm.test, label: tm.label } : { test: fieldContains(r => r.type, v), label: 'Type · ' + v }; } case 'ccy': case 'currency': case 'curr': return codes ? { test: ccyTest(codes, 'any'), label: codes.join('/') } : { test: textTest(v), label: v }; case 'in': case 'payin': case 'inccy': return codes ? { test: ccyTest(codes, 'in'), label: 'Pay-in ' + codes.join('/') } : (np ? { test: r => np.fn(+r.inAmt || 0), label: 'Pay-in ' + np.label } : null); case 'out': case 'payout': case 'outccy': return codes ? { test: ccyTest(codes, 'out'), label: 'Pay-out ' + codes.join('/') } : (np ? { test: r => np.fn(+r.outAmt || 0), label: 'Pay-out ' + np.label } : null); case 'amount': case 'amt': case 'value': return np ? { test: r => np.fn(+r.inAmt || 0) || np.fn(+r.outAmt || 0), label: 'Amount ' + np.label } : null; case 'fee': case 'fees': return np ? { test: r => np.fn(+r.fee || 0), label: 'Fee ' + np.label } : null; case 'rate': return np ? { test: r => np.fn(+r.rate || 0), label: 'Rate ' + np.label } : null; case 'date': case 'on': case 'day': { const dp = datePred(v); return dp ? { test: r => dp.fn(r.date), label: 'Date ' + dp.label } : null; } case 'after': case 'since': { const dp = datePred('>' + v); return dp ? { test: r => dp.fn(r.date), label: 'After ' + v } : null; } case 'before': case 'until': { const dp = datePred('<' + v); return dp ? { test: r => dp.fn(r.date), label: 'Before ' + v } : null; } case 'status': case 'flag': { const sf = statusFlag(lower); return sf ? { test: sf.test, label: sf.label, wantsVoid: sf.wantsVoid } : null; } default: return null; } } function tokenize(q) { const out = []; const re = /([a-z_]+):"([^"]*)"|([a-z_]+):(\S+)|"([^"]*)"|(\S+)/gi; let m; while ((m = re.exec(q))) { if (m[1] !== undefined) out.push({ k: m[1], v: m[2] }); else if (m[3] !== undefined) out.push({ k: m[3], v: m[4] }); else if (m[5] !== undefined) out.push({ t: m[5] }); else out.push({ t: m[6] }); } return out; } function makeSearch(query) { const q = (query || '').trim(); if (!q) return { match: () => true, chips: [], wantsVoid: false, active: false }; const tokens = tokenize(q); const clauses = [], chips = []; let wantsVoid = false; const push = (test, label, wv) => { if (!test) return; clauses.push(test); if (label) chips.push(label); if (wv) wantsVoid = true; }; for (let i = 0; i < tokens.length; i++) { const tk = tokens[i]; if (tk.k !== undefined) { const fc = fieldClause(tk.k, tk.v); if (fc) push(fc.test, fc.label, fc.wantsVoid); else push(textTest(tk.k + ':' + tk.v), tk.k + ':' + tk.v); continue; } const w = String(tk.t).toLowerCase(); // bare field word followed by a value (customer aran · fee > 50 · date today) if (FIELD_WORDS.has(w)) { const cv = consumeValue(tokens, i); if (cv) { const fc = fieldClause(w, cv.value); if (fc) { push(fc.test, fc.label, fc.wantsVoid); i += cv.consumed; continue; } } // couldn't resolve — fall through and treat as plain text } // side word immediately followed by a currency → side-scoped currency if (SIDE_IN.includes(w) || SIDE_OUT.includes(w)) { const nxt = tokens[i + 1]; const codes = nxt && nxt.t ? ccyCodes(nxt.t) : null; if (codes) { const side = SIDE_IN.includes(w) ? 'in' : 'out'; push(ccyTest(codes, side), (side === 'in' ? 'Pay-in ' : 'Pay-out ') + codes.join('/')); i++; if (tokens[i + 1] && tokens[i + 1].t && DENOM.includes(String(tokens[i + 1].t).toLowerCase())) i++; continue; } // side word + numeric predicate (e.g. "payout >5000") if (nxt && nxt.t && /^(>=|<=|>|<|=)?\d/.test(nxt.t)) { const np = numPred(nxt.t); if (np) { const side = SIDE_IN.includes(w) ? 'in' : 'out'; push(r => np.fn(+(side === 'in' ? r.inAmt : r.outAmt) || 0), (side === 'in' ? 'Pay-in ' : 'Pay-out ') + np.label); i++; continue; } } } // currency word (consume trailing denomination) const codes = ccyCodes(w); if (codes) { if (tokens[i + 1] && tokens[i + 1].t && DENOM.includes(String(tokens[i + 1].t).toLowerCase())) i++; push(ccyTest(codes, 'any'), codes.join('/')); continue; } // transaction type const ty = typeMatch(w); if (ty) { push(ty.test, ty.label); continue; } // status / compliance const sf = statusFlag(w); if (sf) { push(sf.test, sf.label, sf.wantsVoid); continue; } // bare numeric predicate → amount on either side if (/^(>=|<=|>|<)\d/.test(w) || /^\d+(\.\d+)?\.\.\d/.test(w)) { const np = numPred(w); if (np) { push(r => np.fn(+r.inAmt || 0) || np.fn(+r.outAmt || 0), 'Amount ' + np.label); continue; } } // plain number → amount OR text (so ref numbers still match) if (/^\d+(\.\d+)?$/.test(w)) { const x = +w; push(r => Math.abs((+r.inAmt || 0) - x) < 0.005 || Math.abs((+r.outAmt || 0) - x) < 0.005 || textTest(w)(r), '“' + tk.t + '”'); continue; } // free text push(textTest(tk.t), '“' + tk.t + '”'); } const match = (r, f) => clauses.every(c => c(r, f)); return { match, chips, wantsVoid, active: true }; } // a few example searches shown in the help popover const SEARCH_EXAMPLES = [ ['payout php', 'paid out in Philippine pesos'], ['received usd', 'paid in with US dollars'], ['remittance send', 'outbound remittances'], ['fee > 50', 'fee over $50'], ['amount 1000..10000', 'amount between 1k–10k'], ['reportable unfiled', 'LCTR-reportable, not yet filed'], ['structuring', 'structuring watch list'], ['customer aran', 'a specific customer'], ['cheque', 'cheque cashing only'], ['date 2026-06-18', 'on a specific day'], ['voided', 'voided records'], ]; window.CDOS = Object.assign(window.CDOS || {}, { makeSearch, SEARCH_EXAMPLES }); })();