001/*
002 * Licensed to the Apache Software Foundation (ASF) under one or more
003 * contributor license agreements.  See the NOTICE file distributed with
004 * this work for additional information regarding copyright ownership.
005 * The ASF licenses this file to You under the Apache License, Version 2.0
006 * (the "License"); you may not use this file except in compliance with
007 * the License.  You may obtain a copy of the License at
008 *
009 *      http://www.apache.org/licenses/LICENSE-2.0
010 *
011 * Unless required by applicable law or agreed to in writing, software
012 * distributed under the License is distributed on an "AS IS" BASIS,
013 * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
014 * See the License for the specific language governing permissions and
015 * limitations under the License.
016 */
017package org.apache.commons.codec.language;
018
019import java.util.ArrayList;
020import java.util.Arrays;
021import java.util.Collections;
022import java.util.HashMap;
023import java.util.LinkedHashSet;
024import java.util.List;
025import java.util.Map;
026import java.util.Scanner;
027import java.util.Set;
028
029import org.apache.commons.codec.CharEncoding;
030import org.apache.commons.codec.EncoderException;
031import org.apache.commons.codec.Resources;
032import org.apache.commons.codec.StringEncoder;
033
034/**
035 * Encodes a string into a Daitch-Mokotoff Soundex value.
036 * <p>
037 * The Daitch-Mokotoff Soundex algorithm is a refinement of the Russel and American Soundex algorithms, yielding greater
038 * accuracy in matching especially Slavish and Yiddish surnames with similar pronunciation but differences in spelling.
039 * </p>
040 * <p>
041 * The main differences compared to the other soundex variants are:
042 * </p>
043 * <ul>
044 * <li>coded names are 6 digits long
045 * <li>the initial character of the name is coded
046 * <li>rules to encoded multi-character n-grams
047 * <li>multiple possible encodings for the same name (branching)
048 * </ul>
049 * <p>
050 * This implementation supports branching, depending on the used method:
051 * <ul>
052 * <li>{@link #encode(String)} - branching disabled, only the first code will be returned
053 * <li>{@link #soundex(String)} - branching enabled, all codes will be returned, separated by '|'
054 * </ul>
055 * <p>
056 * Note: this implementation has additional branching rules compared to the original description of the algorithm. The
057 * rules can be customized by overriding the default rules contained in the resource file
058 * {@code org/apache/commons/codec/language/dmrules.txt}.
059 * </p>
060 * <p>
061 * This class is thread-safe.
062 * </p>
063 *
064 * @see Soundex
065 * @see <a href="https://en.wikipedia.org/wiki/Daitch%E2%80%93Mokotoff_Soundex"> Wikipedia - Daitch-Mokotoff Soundex</a>
066 * @see <a href="http://www.avotaynu.com/soundex.htm">Avotaynu - Soundexing and Genealogy</a>
067 *
068 * @since 1.10
069 */
070public class DaitchMokotoffSoundex implements StringEncoder {
071
072    /**
073     * Inner class representing a branch during DM soundex encoding.
074     */
075    private static final class Branch {
076        private final StringBuilder builder;
077        private String cachedString;
078        private String lastReplacement;
079
080        private Branch() {
081            builder = new StringBuilder();
082            lastReplacement = null;
083            cachedString = null;
084        }
085
086        /**
087         * Creates a new branch, identical to this branch.
088         *
089         * @return a new, identical branch
090         */
091        public Branch createBranch() {
092            final Branch branch = new Branch();
093            branch.builder.append(toString());
094            branch.lastReplacement = this.lastReplacement;
095            return branch;
096        }
097
098        @Override
099        public boolean equals(final Object other) {
100            if (this == other) {
101                return true;
102            }
103            if (!(other instanceof Branch)) {
104                return false;
105            }
106
107            return toString().equals(((Branch) other).toString());
108        }
109
110        /**
111         * Finish this branch by appending '0's until the maximum code length has been reached.
112         */
113        public void finish() {
114            while (builder.length() < MAX_LENGTH) {
115                builder.append('0');
116                cachedString = null;
117            }
118        }
119
120        @Override
121        public int hashCode() {
122            return toString().hashCode();
123        }
124
125        /**
126         * Process the next replacement to be added to this branch.
127         *
128         * @param replacement
129         *            the next replacement to append
130         * @param forceAppend
131         *            indicates if the default processing shall be overridden
132         */
133        public void processNextReplacement(final String replacement, final boolean forceAppend) {
134            final boolean append = lastReplacement == null || !lastReplacement.endsWith(replacement) || forceAppend;
135
136            if (append && builder.length() < MAX_LENGTH) {
137                builder.append(replacement);
138                // remove all characters after the maximum length
139                if (builder.length() > MAX_LENGTH) {
140                    builder.delete(MAX_LENGTH, builder.length());
141                }
142                cachedString = null;
143            }
144
145            lastReplacement = replacement;
146        }
147
148        @Override
149        public String toString() {
150            if (cachedString == null) {
151                cachedString = builder.toString();
152            }
153            return cachedString;
154        }
155    }
156
157    /**
158     * Inner class for storing rules.
159     */
160    private static final class Rule {
161        private final String pattern;
162        private final String[] replacementAtStart;
163        private final String[] replacementBeforeVowel;
164        private final String[] replacementDefault;
165
166        protected Rule(final String pattern, final String replacementAtStart, final String replacementBeforeVowel,
167                final String replacementDefault) {
168            this.pattern = pattern;
169            this.replacementAtStart = replacementAtStart.split("\\|");
170            this.replacementBeforeVowel = replacementBeforeVowel.split("\\|");
171            this.replacementDefault = replacementDefault.split("\\|");
172        }
173
174        public int getPatternLength() {
175            return pattern.length();
176        }
177
178        public String[] getReplacements(final String context, final boolean atStart) {
179            if (atStart) {
180                return replacementAtStart;
181            }
182
183            final int nextIndex = getPatternLength();
184            final boolean nextCharIsVowel = nextIndex < context.length() && isVowel(context.charAt(nextIndex));
185            if (nextCharIsVowel) {
186                return replacementBeforeVowel;
187            }
188
189            return replacementDefault;
190        }
191
192        private boolean isVowel(final char ch) {
193            return ch == 'a' || ch == 'e' || ch == 'i' || ch == 'o' || ch == 'u';
194        }
195
196        public boolean matches(final String context) {
197            return context.startsWith(pattern);
198        }
199
200        @Override
201        public String toString() {
202            return String.format("%s=(%s,%s,%s)", pattern, Arrays.asList(replacementAtStart),
203                    Arrays.asList(replacementBeforeVowel), Arrays.asList(replacementDefault));
204        }
205    }
206
207    private static final String COMMENT = "//";
208
209    private static final String DOUBLE_QUOTE = "\"";
210
211    private static final String MULTILINE_COMMENT_END = "*/";
212
213    private static final String MULTILINE_COMMENT_START = "/*";
214
215    /** The resource file containing the replacement and folding rules */
216    private static final String RESOURCE_FILE = "org/apache/commons/codec/language/dmrules.txt";
217
218    /** The code length of a DM soundex value. */
219    private static final int MAX_LENGTH = 6;
220
221    /** Transformation rules indexed by the first character of their pattern. */
222    private static final Map<Character, List<Rule>> RULES = new HashMap<>();
223
224    /** Folding rules. */
225    private static final Map<Character, Character> FOLDINGS = new HashMap<>();
226
227    static {
228        try (final Scanner scanner = new Scanner(Resources.getInputStream(RESOURCE_FILE), CharEncoding.UTF_8)) {
229            parseRules(scanner, RESOURCE_FILE, RULES, FOLDINGS);
230        }
231
232        // sort RULES by pattern length in descending order
233        RULES.forEach((k, v) -> v.sort((rule1, rule2) -> rule2.getPatternLength() - rule1.getPatternLength()));
234    }
235
236    private static void parseRules(final Scanner scanner, final String location,
237            final Map<Character, List<Rule>> ruleMapping, final Map<Character, Character> asciiFoldings) {
238        int currentLine = 0;
239        boolean inMultilineComment = false;
240
241        while (scanner.hasNextLine()) {
242            currentLine++;
243            final String rawLine = scanner.nextLine();
244            String line = rawLine;
245
246            if (inMultilineComment) {
247                if (line.endsWith(MULTILINE_COMMENT_END)) {
248                    inMultilineComment = false;
249                }
250                continue;
251            }
252
253            if (line.startsWith(MULTILINE_COMMENT_START)) {
254                inMultilineComment = true;
255            } else {
256                // discard comments
257                final int cmtI = line.indexOf(COMMENT);
258                if (cmtI >= 0) {
259                    line = line.substring(0, cmtI);
260                }
261
262                // trim leading-trailing whitespace
263                line = line.trim();
264
265                if (line.isEmpty()) {
266                    continue; // empty lines can be safely skipped
267                }
268
269                if (line.contains("=")) {
270                    // folding
271                    final String[] parts = line.split("=");
272                    if (parts.length != 2) {
273                        throw new IllegalArgumentException("Malformed folding statement split into " + parts.length +
274                                " parts: " + rawLine + " in " + location);
275                    }
276                    final String leftCharacter = parts[0];
277                    final String rightCharacter = parts[1];
278
279                    if (leftCharacter.length() != 1 || rightCharacter.length() != 1) {
280                        throw new IllegalArgumentException("Malformed folding statement - " +
281                                "patterns are not single characters: " + rawLine + " in " + location);
282                    }
283
284                    asciiFoldings.put(leftCharacter.charAt(0), rightCharacter.charAt(0));
285                } else {
286                    // rule
287                    final String[] parts = line.split("\\s+");
288                    if (parts.length != 4) {
289                        throw new IllegalArgumentException("Malformed rule statement split into " + parts.length +
290                                " parts: " + rawLine + " in " + location);
291                    }
292                    try {
293                        final String pattern = stripQuotes(parts[0]);
294                        final String replacement1 = stripQuotes(parts[1]);
295                        final String replacement2 = stripQuotes(parts[2]);
296                        final String replacement3 = stripQuotes(parts[3]);
297
298                        final Rule r = new Rule(pattern, replacement1, replacement2, replacement3);
299                        final char patternKey = r.pattern.charAt(0);
300                        final List<Rule> rules = ruleMapping.computeIfAbsent(patternKey, k -> new ArrayList<>());
301                        rules.add(r);
302                    } catch (final IllegalArgumentException e) {
303                        throw new IllegalStateException(
304                                "Problem parsing line '" + currentLine + "' in " + location, e);
305                    }
306                }
307            }
308        }
309    }
310
311    private static String stripQuotes(String str) {
312        if (str.startsWith(DOUBLE_QUOTE)) {
313            str = str.substring(1);
314        }
315
316        if (str.endsWith(DOUBLE_QUOTE)) {
317            str = str.substring(0, str.length() - 1);
318        }
319
320        return str;
321    }
322
323    /** Whether to use ASCII folding prior to encoding. */
324    private final boolean folding;
325
326    /**
327     * Creates a new instance with ASCII-folding enabled.
328     */
329    public DaitchMokotoffSoundex() {
330        this(true);
331    }
332
333    /**
334     * Creates a new instance.
335     * <p>
336     * With ASCII-folding enabled, certain accented characters will be transformed to equivalent ASCII characters, e.g.
337     * รจ -&gt; e.
338     * </p>
339     *
340     * @param folding
341     *            if ASCII-folding shall be performed before encoding
342     */
343    public DaitchMokotoffSoundex(final boolean folding) {
344        this.folding = folding;
345    }
346
347    /**
348     * Performs a cleanup of the input string before the actual soundex transformation.
349     * <p>
350     * Removes all whitespace characters and performs ASCII folding if enabled.
351     * </p>
352     *
353     * @param input
354     *            the input string to clean up
355     * @return a cleaned up string
356     */
357    private String cleanup(final String input) {
358        final StringBuilder sb = new StringBuilder();
359        for (char ch : input.toCharArray()) {
360            if (Character.isWhitespace(ch)) {
361                continue;
362            }
363
364            ch = Character.toLowerCase(ch);
365            final Character character = FOLDINGS.get(ch);
366            if (folding && character != null) {
367                ch = character;
368            }
369            sb.append(ch);
370        }
371        return sb.toString();
372    }
373
374    /**
375     * Encodes an Object using the Daitch-Mokotoff soundex algorithm without branching.
376     * <p>
377     * This method is provided in order to satisfy the requirements of the Encoder interface, and will throw an
378     * EncoderException if the supplied object is not of type {@link String}.
379     * </p>
380     *
381     * @see #soundex(String)
382     *
383     * @param obj
384     *            Object to encode
385     * @return An object (of type {@link String}) containing the DM soundex code, which corresponds to the String
386     *         supplied.
387     * @throws EncoderException
388     *             if the parameter supplied is not of type {@link String}
389     * @throws IllegalArgumentException
390     *             if a character is not mapped
391     */
392    @Override
393    public Object encode(final Object obj) throws EncoderException {
394        if (!(obj instanceof String)) {
395            throw new EncoderException(
396                    "Parameter supplied to DaitchMokotoffSoundex encode is not of type java.lang.String");
397        }
398        return encode((String) obj);
399    }
400
401    /**
402     * Encodes a String using the Daitch-Mokotoff soundex algorithm without branching.
403     *
404     * @see #soundex(String)
405     *
406     * @param source
407     *            A String object to encode
408     * @return A DM Soundex code corresponding to the String supplied
409     * @throws IllegalArgumentException
410     *             if a character is not mapped
411     */
412    @Override
413    public String encode(final String source) {
414        if (source == null) {
415            return null;
416        }
417        return soundex(source, false)[0];
418    }
419
420    /**
421     * Encodes a String using the Daitch-Mokotoff soundex algorithm with branching.
422     * <p>
423     * In case a string is encoded into multiple codes (see branching rules), the result will contain all codes,
424     * separated by '|'.
425     * </p>
426     * <p>
427     * Example: the name "AUERBACH" is encoded as both
428     * </p>
429     * <ul>
430     * <li>097400</li>
431     * <li>097500</li>
432     * </ul>
433     * <p>
434     * Thus the result will be "097400|097500".
435     * </p>
436     *
437     * @param source
438     *            A String object to encode
439     * @return A string containing a set of DM Soundex codes corresponding to the String supplied
440     * @throws IllegalArgumentException
441     *             if a character is not mapped
442     */
443    public String soundex(final String source) {
444        final String[] branches = soundex(source, true);
445        final StringBuilder sb = new StringBuilder();
446        int index = 0;
447        for (final String branch : branches) {
448            sb.append(branch);
449            if (++index < branches.length) {
450                sb.append('|');
451            }
452        }
453        return sb.toString();
454    }
455
456    /**
457     * Perform the actual DM Soundex algorithm on the input string.
458     *
459     * @param source
460     *            A String object to encode
461     * @param branching
462     *            If branching shall be performed
463     * @return A string array containing all DM Soundex codes corresponding to the String supplied depending on the
464     *         selected branching mode
465     */
466    private String[] soundex(final String source, final boolean branching) {
467        if (source == null) {
468            return null;
469        }
470
471        final String input = cleanup(source);
472
473        final Set<Branch> currentBranches = new LinkedHashSet<>();
474        currentBranches.add(new Branch());
475
476        char lastChar = '\0';
477        for (int index = 0; index < input.length(); index++) {
478            final char ch = input.charAt(index);
479
480            // ignore whitespace inside a name
481            if (Character.isWhitespace(ch)) {
482                continue;
483            }
484
485            final String inputContext = input.substring(index);
486            final List<Rule> rules = RULES.get(ch);
487            if (rules == null) {
488                continue;
489            }
490
491            // use an EMPTY_LIST to avoid false positive warnings wrt potential null pointer access
492            final List<Branch> nextBranches = branching ? new ArrayList<>() : Collections.emptyList();
493
494            for (final Rule rule : rules) {
495                if (rule.matches(inputContext)) {
496                    if (branching) {
497                        nextBranches.clear();
498                    }
499                    final String[] replacements = rule.getReplacements(inputContext, lastChar == '\0');
500                    final boolean branchingRequired = replacements.length > 1 && branching;
501
502                    for (final Branch branch : currentBranches) {
503                        for (final String nextReplacement : replacements) {
504                            // if we have multiple replacements, always create a new branch
505                            final Branch nextBranch = branchingRequired ? branch.createBranch() : branch;
506
507                            // special rule: occurrences of mn or nm are treated differently
508                            final boolean force = lastChar == 'm' && ch == 'n' || lastChar == 'n' && ch == 'm';
509
510                            nextBranch.processNextReplacement(nextReplacement, force);
511
512                            if (!branching) {
513                                break;
514                            }
515                            nextBranches.add(nextBranch);
516                        }
517                    }
518
519                    if (branching) {
520                        currentBranches.clear();
521                        currentBranches.addAll(nextBranches);
522                    }
523                    index += rule.getPatternLength() - 1;
524                    break;
525                }
526            }
527
528            lastChar = ch;
529        }
530
531        final String[] result = new String[currentBranches.size()];
532        int index = 0;
533        for (final Branch branch : currentBranches) {
534            branch.finish();
535            result[index++] = branch.toString();
536        }
537
538        return result;
539    }
540}