Name.php

<?php
/*
 * citeproc-php
 *
 * @link        http://github.com/seboettg/citeproc-php for the source repository
 * @copyright   Copyright (c) 2016 Sebastian Böttger.
 * @license     https://opensource.org/licenses/MIT
 */
 
namespace Seboettg\CiteProc\Rendering\Name;
 
use Seboettg\CiteProc\CiteProc;
use Seboettg\CiteProc\Exception\CiteProcException;
use Seboettg\CiteProc\Exception\InvalidStylesheetException;
use Seboettg\CiteProc\Rendering\HasParent;
use Seboettg\CiteProc\Style\InheritableNameAttributesTrait;
use Seboettg\CiteProc\Style\Options\DemoteNonDroppingParticle;
use Seboettg\CiteProc\Style\Options\SubsequentAuthorSubstituteRule;
use Seboettg\CiteProc\Styles\AffixesTrait;
use Seboettg\CiteProc\Styles\DelimiterTrait;
use Seboettg\CiteProc\Styles\FormattingTrait;
use Seboettg\CiteProc\Util\CiteProcHelper;
use Seboettg\CiteProc\Util\Factory;
use Seboettg\CiteProc\Util\NameHelper;
use Seboettg\CiteProc\Util\StringHelper;
use SimpleXMLElement;
use stdClass;
 
class Name implements HasParent
{
    use InheritableNameAttributesTrait,
        FormattingTrait,
        AffixesTrait,
        DelimiterTrait;
 
    protected $nameParts;
 
    private $delimiter = ", ";
 
    private $parent;
 
    private $node;
 
    private $etAl;
 
    private $variable;
 
    public function __construct(SimpleXMLElement $node, Names $parent)
    {
        $this->node = $node;
        $this->parent = $parent;
 
        $this->nameParts = [];
 
        foreach ($node->children() as $child) {
            switch ($child->getName()) {
                case "name-part":
                    $namePart = Factory::create($child, $this);
                    $this->nameParts[$namePart->getName()] = $namePart;
            }
        }
 
        foreach ($node->attributes() as $attribute) {
            switch ($attribute->getName()) {
                case 'form':
                    $this->form = (string) $attribute;
                    break;
            }
        }
 
        $this->initFormattingAttributes($node);
        $this->initAffixesAttributes($node);
        $this->initDelimiterAttributes($node);
    }
 
    public function render($data, $var, $citationNumber = null)
    {
        $this->variable = $var;
        $name = $data->{$var};
        if (!$this->attributesInitialized) {
            $this->initInheritableNameAttributes($this->node);
        }
        if ("text" === $this->and) {
            $this->and = CiteProc::getContext()->getLocale()->filter('terms', 'and')->single;
        } elseif ('symbol' === $this->and) {
            $this->and = '&#38;';
        }
 
        $resultNames = $this->handleSubsequentAuthorSubstitution($name, $citationNumber);
 
        if (empty($resultNames)) {
            return CiteProc::getContext()->getCitationItems()->getSubsequentAuthorSubstitute();
        }
 
        $resultNames = $this->prepareAbbreviation($resultNames);
 
        /* When set to “true” (the default is “false”), name lists truncated by et-al abbreviation are followed by
        the name delimiter, the ellipsis character, and the last name of the original name list. This is only
        possible when the original name list has at least two more names than the truncated name list (for this
        the value of et-al-use-first/et-al-subsequent-min must be at least 2 less than the value of
        et-al-min/et-al-subsequent-use-first). */
        if ($this->etAlUseLast) {
            $this->and = "…"; // set "and"
            $this->etAl = null; //reset $etAl;
        }
 
        /* add "and" */
        $this->addAnd($resultNames);
 
        $text = $this->renderDelimiterPrecedesLast($resultNames);
 
        if (empty($text)) {
            $text = implode($this->delimiter, $resultNames);
        }
 
        $text = $this->appendEtAl($name, $text, $resultNames);
 
        /* A third value, “count”, returns the total number of names that would otherwise be rendered by the use of the
        cs:names element (taking into account the effects of et-al abbreviation and editor/translator collapsing),
        which allows for advanced sorting. */
        if ($this->form == 'count') {
            return (int) count($resultNames);
        }
 
        return $text;
    }
 
    private function formatName($nameItem, $rank)
    {
        $nameObj = $this->cloneNamePOSC($nameItem);
 
        $useInitials = $this->initialize && !is_null($this->initializeWith) && $this->initializeWith !== false;
        if ($useInitials && isset($nameItem->given)) {
            $nameObj->given = StringHelper::initializeBySpaceOrHyphen($nameItem->given, $this->initializeWith);
        }
 
        $renderedResult = $this->getNamesString($nameObj, $rank);
        CiteProcHelper::applyAdditionMarkupFunction($nameItem, $this->parent->getVariables()[0], $renderedResult);
        return trim($renderedResult);
    }
 
    private function getNamesString($name, $rank)
    {
        $text = "";
 
        if (!isset($name->family)) {
            return $text;
        }
 
        $text = $this->nameOrder($name, $rank);
 
        //contains nbsp prefixed by normal space or followed by normal space?
        $text = htmlentities($text);
        if (strpos($text, " &nbsp;") !== false || strpos($text, "&nbsp; ") !== false) {
            $text = preg_replace("/[\s]+/", "", $text); //remove normal spaces
            return preg_replace("/&nbsp;+/", " ", $text);
        }
        $text = html_entity_decode(preg_replace("/[\s]+/", " ", $text));
        return $this->format(trim($text));
    }
 
    private function cloneNamePOSC($name)
    {
        $nameObj = new stdClass();
        if (isset($name->family)) {
            $nameObj->family = $name->family;
        }
        if (isset($name->given)) {
            $nameObj->given = $name->given;
        }
        if (isset($name->{'non-dropping-particle'})) {
            $nameObj->{'non-dropping-particle'} = $name->{'non-dropping-particle'};
        }
        if (isset($name->{'dropping-particle'})) {
            $nameObj->{'dropping-particle'} = $name->{'dropping-particle'};
        }
        if (isset($name->{'suffix'})) {
            $nameObj->{'suffix'} = $name->{'suffix'};
        }
        return $nameObj;
    }
 
    protected function appendEtAl($data, $text, $resultNames)
    {
        //append et al abbreviation
        if (count($data) > 1
            && !empty($resultNames)
            && !empty($this->etAl)
            && !empty($this->etAlMin)
            && !empty($this->etAlUseFirst)
            && count($data) != count($resultNames)
        ) {
            /* By default, when a name list is truncated to a single name, the name and the “et-al” (or “and others”)
            term are separated by a space (e.g. “Doe et al.”). When a name list is truncated to two or more names, the
            name delimiter is used (e.g. “Doe, Smith, et al.”). This behavior can be changed with the
            delimiter-precedes-et-al attribute. */
 
            switch ($this->delimiterPrecedesEtAl) {
                case 'never':
                    $text = $text . " " . $this->etAl;
                    break;
                case 'always':
                    $text = $text . $this->delimiter . $this->etAl;
                    break;
                case 'contextual':
                default:
                    if (count($resultNames) === 1) {
                        $text .= " " . $this->etAl;
                    } else {
                        $text .= $this->delimiter . $this->etAl;
                    }
            }
        }
        return $text;
    }
 
    protected function prepareAbbreviation($resultNames)
    {
        $cnt = count($resultNames);
        /* Use of et-al-min and et-al-user-first enables et-al abbreviation. If the number of names in a name variable
        matches or exceeds the number set on et-al-min, the rendered name list is truncated after reaching the number of
        names set on et-al-use-first.  */
 
        if (isset($this->etAlMin) && isset($this->etAlUseFirst)) {
            if ($this->etAlMin <= $cnt) {
                if ($this->etAlUseLast && $this->etAlMin - $this->etAlUseFirst >= 2) {
                    /* et-al-use-last: When set to “true” (the default is “false”), name lists truncated by et-al
                    abbreviation are followed by the name delimiter, the ellipsis character, and the last name of the
                    original name list. This is only possible when the original name list has at least two more names
                    than the truncated name list (for this the value of et-al-use-first/et-al-subsequent-min must be at
                    least 2 less than the value of et-al-min/et-al-subsequent-use-first).*/
 
                    $lastName = array_pop($resultNames); //remove last Element and remember in $lastName
                }
                for ($i = $this->etAlUseFirst; $i < $cnt; ++$i) {
                    unset($resultNames[$i]);
                }
 
                $resultNames = array_values($resultNames);
 
                if (!empty($lastName)) { // append $lastName if exist
                    $resultNames[] = $lastName;
                }
 
                if ($this->parent->hasEtAl()) {
                    $this->etAl = $this->parent->getEtAl()->render(null);
                    return $resultNames;
                } else {
                    $this->etAl = CiteProc::getContext()->getLocale()->filter('terms', 'et-al')->single;
                    return $resultNames;
                }
            }
            return $resultNames;
        }
        return $resultNames;
    }
 
    protected function renderSubsequentSubstitution($data, $preceding)
    {
        $resultNames = [];
        $subsequentSubstitution = CiteProc::getContext()->getCitationItems()->getSubsequentAuthorSubstitute();
        $subsequentSubstitutionRule = CiteProc::getContext()->getCitationItems()->getSubsequentAuthorSubstituteRule();
 
        foreach ($data as $rank => $name) {
            switch ($subsequentSubstitutionRule) {
                /* “partial-each” - when one or more rendered names in the name variable match those in the preceding
                bibliographic entry, the value of subsequent-author-substitute substitutes for each matching name.
                Matching starts with the first name, and continues up to the first mismatch. */
                case SubsequentAuthorSubstituteRule::PARTIAL_EACH:
                    if (NameHelper::precedingHasAuthor($preceding, $name)) {
                        $resultNames[] = $subsequentSubstitution;
                    } else {
                        $resultNames[] = $this->formatName($name, $rank);
                    }
                    break;
                 /* “partial-first” - as “partial-each”, but substitution is limited to the first name of the name
                variable. */
                case SubsequentAuthorSubstituteRule::PARTIAL_FIRST:
                    if ($rank === 0) {
                        if ($preceding->author[0]->family === $name->family) {
                            $resultNames[] = $subsequentSubstitution;
                        } else {
                            $resultNames[] = $this->formatName($name, $rank);
                        }
                    } else {
                        $resultNames[] = $this->formatName($name, $rank);
                    }
                    break;
 
                 /* “complete-each” - requires a complete match like “complete-all”, but now the value of
                subsequent-author-substitute substitutes for each rendered name. */
                case SubsequentAuthorSubstituteRule::COMPLETE_EACH:
                    try {
                        if (NameHelper::identicalAuthors($preceding, $data)) {
                            $resultNames[] = $subsequentSubstitution;
                        } else {
                            $resultNames[] = $this->formatName($name, $rank);
                        }
                    } catch (CiteProcException $e) {
                        $resultNames[] = $this->formatName($name, $rank);
                    }
                    break;
            }
        }
        return $resultNames;
    }
 
    private function handleSubsequentAuthorSubstitution($data, $citationNumber)
    {
        $hasPreceding = CiteProc::getContext()->getCitationItems()->hasKey($citationNumber - 1);
        $subsequentSubstitution = CiteProc::getContext()->getCitationItems()->getSubsequentAuthorSubstitute();
        $subsequentSubstitutionRule = CiteProc::getContext()->getCitationItems()->getSubsequentAuthorSubstituteRule();
        $preceding = CiteProc::getContext()->getCitationItems()->get($citationNumber - 1);
 
 
        if ($hasPreceding && !is_null($subsequentSubstitution) && !empty($subsequentSubstitutionRule)) {
            if ($subsequentSubstitutionRule == SubsequentAuthorSubstituteRule::COMPLETE_ALL) {
                try {
                    if (NameHelper::identicalAuthors($preceding, $data)) {
                        return [];
                    } else {
                        $resultNames = $this->getFormattedNames($data);
                    }
                } catch (CiteProcException $e) {
                    $resultNames = $this->getFormattedNames($data);
                }
            } else {
                $resultNames = $this->renderSubsequentSubstitution($data, $preceding);
            }
        } else {
            $resultNames = $this->getFormattedNames($data);
        }
        return $resultNames;
    }
 
 
    protected function getFormattedNames($data)
    {
        $resultNames = [];
        foreach ($data as $rank => $name) {
            $formatted = $this->formatName($name, $rank);
            $resultNames[] = NameHelper::addExtendedMarkup($this->variable, $name, $formatted);
        }
        return $resultNames;
    }
 
    protected function renderDelimiterPrecedesLastNever($resultNames)
    {
        $text = "";
        if (!$this->etAlUseLast) {
            if (count($resultNames) === 1) {
                $text = $resultNames[0];
            } elseif (count($resultNames) === 2) {
                $text = implode(" ", $resultNames);
            } else { // >2
                $lastName = array_pop($resultNames);
                $text = implode($this->delimiter, $resultNames)." ".$lastName;
            }
        }
        return $text;
    }
 
    protected function renderDelimiterPrecedesLastContextual($resultNames)
    {
        if (count($resultNames) === 1) {
            $text = $resultNames[0];
        } elseif (count($resultNames) === 2) {
            $text = implode(" ", $resultNames);
        } else {
            $text = implode($this->delimiter, $resultNames);
        }
        return $text;
    }
 
    protected function addAnd(&$resultNames)
    {
        $count = count($resultNames);
        if (!empty($this->and) && $count > 1 && empty($this->etAl)) {
            $new = $this->and.' '.end($resultNames); // add and-prefix of the last name if "and" is defined
            // set prefixed last name at the last position of $resultNames array
            $resultNames[count($resultNames) - 1] = $new;
        }
    }
 
    protected function renderDelimiterPrecedesLast($resultNames)
    {
        $text = "";
        if (!empty($this->and) && empty($this->etAl)) {
            switch ($this->delimiterPrecedesLast) {
                case 'after-inverted-name':
                    //TODO: implement
                    break;
                case 'always':
                    $text = implode($this->delimiter, $resultNames);
                    break;
                case 'never':
                    $text = $this->renderDelimiterPrecedesLastNever($resultNames);
                    break;
                case 'contextual':
                default:
                    $text = $this->renderDelimiterPrecedesLastContextual($resultNames);
            }
        }
        return $text;
    }
 
 
    private function nameOrder($data, $rank)
    {
        $nameAsSortOrder = (($this->nameAsSortOrder === "first" && $rank === 0) || $this->nameAsSortOrder === "all");
        $demoteNonDroppingParticle = CiteProc::getContext()->getGlobalOptions()->getDemoteNonDroppingParticles();
        $normalizedName = NameHelper::normalizeName($data);
        if (StringHelper::isLatinString($normalizedName) || StringHelper::isCyrillicString($normalizedName)) {
            if ($this->form === "long"
                && $nameAsSortOrder
                && ((string) $demoteNonDroppingParticle === DemoteNonDroppingParticle::NEVER
                || (string) $demoteNonDroppingParticle === DemoteNonDroppingParticle::SORT_ONLY)
            ) {
                // [La] [Fontaine], [Jean] [de], [III]
                NameHelper::prependParticleTo($data, "family", "non-dropping-particle");
                NameHelper::appendParticleTo($data, "given", "dropping-particle");
 
                list($family, $given) = $this->renderNameParts($data);
 
                $text = $family.(!empty($given) ? $this->sortSeparator.$given : "");
                $text .= !empty($data->suffix) ? $this->sortSeparator.$data->suffix : "";
            } elseif ($this->form === "long"
                && $nameAsSortOrder
                && (is_null($demoteNonDroppingParticle)
                || (string) $demoteNonDroppingParticle === DemoteNonDroppingParticle::DISPLAY_AND_SORT)
            ) {
                // [Fontaine], [Jean] [de] [La], [III]
                NameHelper::appendParticleTo($data, "given", "dropping-particle");
                NameHelper::appendParticleTo($data, "given", "non-dropping-particle");
                list($family, $given) = $this->renderNameParts($data);
                $text = $family;
                $text .= !empty($given) ? $this->sortSeparator.$given : "";
                $text .= !empty($data->suffix) ? $this->sortSeparator.$data->suffix : "";
            } elseif ($this->form === "long" && $nameAsSortOrder && empty($demoteNonDroppingParticle)) {
                list($family, $given) = $this->renderNameParts($data);
                $text = $family;
                $text .= !empty($given) ? $this->delimiter.$given : "";
                $text .= !empty($data->suffix) ? $this->sortSeparator.$data->suffix : "";
            } elseif ($this->form === "short") {
                // [La] [Fontaine]
                NameHelper::prependParticleTo($data, "family", "non-dropping-particle");
                $text = $data->family;
            } else {// form "long" (default)
                // [Jean] [de] [La] [Fontaine] [III]
                NameHelper::prependParticleTo($data, "family", "non-dropping-particle");
                NameHelper::prependParticleTo($data, "family", "dropping-particle");
                NameHelper::appendParticleTo($data, "family", "suffix");
                list($family, $given) = $this->renderNameParts($data);
                $text = !empty($given) ? $given." ".$family : $family;
            }
        } elseif (StringHelper::isAsianString(NameHelper::normalizeName($data))) {
            $text = $this->form === "long" ? $data->family . $data->given : $data->family;
        } else {
            $text = $this->form === "long" ? $data->family . " " . $data->given : $data->family;
        }
        return $text;
    }
 
    private function renderNameParts($data)
    {
        $given = "";
        if (array_key_exists("family", $this->nameParts)) {
            $family = $this->nameParts["family"]->render($data);
        } else {
            $family = $data->family;
        }
        if (isset($data->given)) {
            if (array_key_exists("given", $this->nameParts)) {
                $given = $this->nameParts["given"]->render($data);
            } else {
                $given = $data->given;
            }
        }
        return [$family, $given];
    }
 
 
    public function getForm()
    {
        return $this->form;
    }
 
    public function isNameAsSortOrder()
    {
        return $this->nameAsSortOrder;
    }
 
    public function getDelimiter()
    {
        return $this->delimiter;
    }
 
    public function setDelimiter($delimiter)
    {
        $this->delimiter = $delimiter;
    }
 
    public function getParent()
    {
        return $this->parent;
    }
}