kmymoney/kmymoney2/dialogs/knewloanwizard.cpp

/***************************************************************************
                          knewloanwizard.cpp  -  description
                             -------------------
    begin                : Wed Oct 8 2003
    copyright            : (C) 2000-2003 by Michael Edwardes
    email                : mte@users.sourceforge.net
                           Javier Campos Morales <javi_c@users.sourceforge.net>
                           Felix Rodriguez <frodriguez@users.sourceforge.net>
                           John C <thetacoturtle@users.sourceforge.net>
                           Thomas Baumgart <ipwizard@users.sourceforge.net>
                           Kevin Tambascio <ktambascio@users.sourceforge.net>
 ***************************************************************************/

/***************************************************************************
 *                                                                         *
 *   This program is free software; you can redistribute it and/or modify  *
 *   it under the terms of the GNU General Public License as published by  *
 *   the Free Software Foundation; either version 2 of the License, or     *
 *   (at your option) any later version.                                   *
 *                                                                         *
 ***************************************************************************/

#include <math.h>

// ----------------------------------------------------------------------------
// QT Includes

#include <qradiobutton.h>
#include <qcheckbox.h>
#include <qlabel.h>

// ----------------------------------------------------------------------------
// KDE Includes

#include <klocale.h>
#include <kpushbutton.h>
#include <knuminput.h>
#include <kmessagebox.h>
#include <kiconloader.h>
#include <kguiitem.h>

// ----------------------------------------------------------------------------
// Project Includes

#include "knewloanwizard.h"

#include "../kmymoneyutils.h"
#include <kmymoney/kmymoneylineedit.h>
#include <kmymoney/kmymoneydateinput.h>
#include <kmymoney/kmymoneyedit.h>
#include <kmymoney/kmymoneyaccountselector.h>
#include "../widgets/kmymoneycombo.h"

#include "../dialogs/knewaccountdlg.h"
#include "../dialogs/ksplittransactiondlg.h"

#include "../mymoney/mymoneyfinancialcalculator.h"
#include "../mymoney/mymoneyfile.h"

#include "../kmymoney2.h"

KNewLoanWizard::KNewLoanWizard(QWidget *parent, const char *name ) :
  KNewLoanWizardDecl(parent, name, true)
{
  connect(m_borrowButton, SIGNAL(clicked()), this, SLOT(slotLiabilityLoan()));
  connect(m_lendButton, SIGNAL(clicked()), this, SLOT(slotAssetLoan()));

  connect(m_nameEdit, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPageFinished()));
  // connect(m_payeeEdit, SIGNAL(newPayee(const QString&)), this, SLOT(slotNewPayee(const QString&)));
  connect(m_payeeEdit, SIGNAL(createItem(const QString&, QString&)), this, SIGNAL(createPayee(const QString&, QString&)));

  connect(m_previousPaymentButton, SIGNAL(clicked()), this, SLOT(slotPaymentsMade()));
  connect(m_noPreviousPaymentButton, SIGNAL(clicked()), this, SLOT(slotNoPaymentsMade()));

  connect(m_allPaymentsButton, SIGNAL(clicked()), this, SLOT(slotRecordAllPayments()));
  connect(m_thisYearPaymentButton, SIGNAL(clicked()), this, SLOT(slotRecordThisYearsPayments()));

  connect(m_firstDueDateEdit, SIGNAL(dateChanged(const QDate&)), this, SLOT(slotCheckPageFinished()));

  connect(m_interestOnPaymentButton, SIGNAL(clicked()), this, SLOT(slotInterestOnPayment()));
  connect(m_interestOnReceptionButton, SIGNAL(clicked()), this, SLOT(slotInterestOnReception()));

  connect(m_loanAmountEdit, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPageFinished()));

  connect(m_interestAccountEdit, SIGNAL(stateChanged()), this, SLOT(slotCheckPageFinished()));

  connect(m_nextDueDateEdit, SIGNAL(dateChanged(const QDate&)), this, SLOT(slotCheckPageFinished()));
  connect(m_paymentAccountEdit,  SIGNAL(stateChanged()), this, SLOT(slotCheckPageFinished()));

  connect(m_assetAccountEdit,  SIGNAL(stateChanged()), this, SLOT(slotCheckPageFinished()));
  connect(m_dontCreatePayoutCheckBox,  SIGNAL(clicked()), this, SLOT(slotCheckPageFinished()));

  connect(MyMoneyFile::instance(), SIGNAL(dataChanged()), this, SLOT(slotReloadEditWidgets()));

  loadComboBoxes();

  resetCalculator();

  slotReloadEditWidgets();

  // As default we assume a liability loan, with fixed interest rate,
  // with a first payment due on the 30th of this month. All payments
  // should be recorded and none have been made so far.
  m_dontCreatePayoutCheckBox->setChecked(false);
  m_borrowButton->animateClick();
  m_fixedInterestButton->animateClick();
  m_noPreviousPaymentButton->animateClick();
  m_allPaymentsButton->animateClick();
  m_interestOnReceptionButton->animateClick();

  m_interestFrequencyAmountEdit->setValue(1);
  m_interestFrequencyUnitEdit->setCurrentItem(static_cast<int>(MyMoneyAccountLoan::changeYearly));
  m_paymentFrequencyUnitEdit->setCurrentItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_MONTHLY)));
  m_firstDueDateEdit->loadDate(QDate(QDate::currentDate().year(),QDate::currentDate().month(),30));

  m_paymentAccountEdit->removeButtons();
  m_assetAccountEdit->removeButtons();
  m_interestAccountEdit->removeButtons();

  // load button icons
  KIconLoader* il = KGlobal::iconLoader();
  KGuiItem createCategoryButtenItem( i18n( "&Create..." ),
                      QIconSet(il->loadIcon("filenew", KIcon::Small, KIcon::SizeSmall)),
                      i18n("Create a new category"),
                      i18n("Use this to open the new account editor"));
  m_createCategoryButton->setGuiItem(createCategoryButtenItem);
  connect(m_createCategoryButton, SIGNAL(clicked()), this, SLOT(slotCreateCategory()));

  KGuiItem additionalFeeButtenItem( i18n( "&Additional fees..." ),
                      0, //QIconSet(il->loadIcon("filenew", KIcon::Small, KIcon::SizeSmall)),
                      i18n("Enter additional fees"),
                      i18n("Use this to add any additional fees other than principal and interest contained in your periodical payments."));
  m_additionalFeeButton->setGuiItem(additionalFeeButtenItem);
  connect(m_additionalFeeButton, SIGNAL(clicked()), this, SLOT(slotAdditionalFees()));

  KGuiItem createAssetButtenItem( i18n( "&Create..." ),
                      QIconSet(il->loadIcon("filenew", KIcon::Small, KIcon::SizeSmall)),
                      i18n("Create a new asset account"),
                      i18n("Use this to create a new account to which the initial payment should be made"));
  m_createNewAssetButton->setGuiItem(createAssetButtenItem);
  connect(m_createNewAssetButton, SIGNAL(clicked()), kmymoney2, SLOT(slotAccountNew()));

  // enable the finish button on the last page
  setFinishEnabled(m_summaryPage, true);

  // FIXME: we currently only support interest calculation on reception
  setAppropriate(m_interestCalculationPage, false);

  // turn off all pages that are contained here for derived classes
  setAppropriate(m_editIntroPage, false);
  setAppropriate(m_editSelectionPage, false);
  setAppropriate(m_effectiveDatePage, false);
  setAppropriate(m_paymentEditPage, false);
  setAppropriate(m_interestEditPage, false);
  setAppropriate(m_summaryEditPage, false);

  // for now, we don't have online help :-(
  helpButton()->hide();

  // setup a phony transaction for additional fee processing
  m_account = MyMoneyAccount("Phony-ID", MyMoneyAccount());
  m_split.setAccountId(m_account.id());
  m_split.setValue(0);
  m_transaction.addSplit(m_split);
}

KNewLoanWizard::~KNewLoanWizard()
{
}

void KNewLoanWizard::resetCalculator(void)
{
  m_loanAmount1->setText(QString());
  m_interestRate1->setText(QString());
  m_duration1->setText(QString());
  m_payment1->setText(QString());
  m_balloon1->setText(QString());

  m_loanAmount2->setText(QString());
  m_interestRate2->setText(QString());
  m_duration2->setText(QString());
  m_payment2->setText(QString());
  m_balloon2->setText(QString());

  m_loanAmount3->setText(QString());
  m_interestRate3->setText(QString());
  m_duration3->setText(QString());
  m_payment3->setText(QString());
  m_balloon3->setText(QString());

  m_loanAmount4->setText(QString());
  m_interestRate4->setText(QString());
  m_duration4->setText(QString());
  m_payment4->setText(QString());
  m_balloon4->setText(QString());

  m_loanAmount5->setText(QString());
  m_interestRate5->setText(QString());
  m_duration5->setText(QString());
  m_payment5->setText(QString());
  m_balloon5->setText(QString());

  m_additionalCost->setText(MyMoneyMoney(0).formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()))));
}

void KNewLoanWizard::slotLiabilityLoan(void)
{
  m_generalReceiverText->setText(i18n("To whom do you make payments?"));
  m_receiverLabel->setText(i18n("Payments to"));
}

void KNewLoanWizard::slotAssetLoan(void)
{
  m_generalReceiverText->setText(i18n("From whom do you expect payments?"));
  m_receiverLabel->setText(i18n("Payments from"));
}

void KNewLoanWizard::slotPaymentsMade(void)
{
  setAppropriate(m_recordPaymentPage, true);
}

void KNewLoanWizard::slotNoPaymentsMade(void)
{
  m_allPaymentsButton->animateClick();
  setAppropriate(m_recordPaymentPage, false);
}

void KNewLoanWizard::slotRecordAllPayments(void)
{
  m_firstPaymentLabel->setText(
      QString("\n") +
      i18n("Please enter the date, the first payment for this loan was/is due."));
  m_firstPaymentNote->setText(
      i18n("Note: Consult the loan contract for details of the first due date. "
           "Keep in mind, that the first due date usually differs from the date "
           "the contract was signed"));
  m_balanceLabel->setText(
      QString("\n") +
      i18n("Please enter the original loan amount in the field below or leave it "
           "empty to be calculated."));
}

void KNewLoanWizard::slotRecordThisYearsPayments(void)
{
  m_firstPaymentLabel->setText(
      QString("\n") +
      i18n("Please enter the date, the first payment for this loan was/is due this year."));
  m_firstPaymentNote->setText(
      i18n("Note: You can easily figure out the date of the first payment "
           "if you consult the last statement of last year."));
  m_balanceLabel->setText(
      QString("\n") +
      i18n("Please enter the remaining loan amount of last years final "
           "statement in the field below. You should not leave this field empty."));
}

void KNewLoanWizard::slotCheckPageFinished(void)
{
  nextButton()->setEnabled(false);

  if(currentPage() == m_namePage) {
    if(!m_nameEdit->text().isEmpty()) {
      nextButton()->setEnabled(true);
    }

  } else if(currentPage() == m_loanAmountPage) {
    nextButton()->setEnabled(true);
    if(m_thisYearPaymentButton->isChecked()
    && !m_loanAmountEdit->isValid()) {
      nextButton()->setEnabled(false);
    }

  } else if(currentPage() == m_interestCategoryPage) {
    if(m_interestAccountEdit->selectedItems().count() > 0) {
      nextButton()->setEnabled(true);
    }

  } else if(currentPage() == m_firstPaymentPage) {
    if(m_firstDueDateEdit->date().isValid())
      nextButton()->setEnabled(true);

  } else if(currentPage() == m_schedulePage) {
    if(m_nextDueDateEdit->date().isValid()
    && m_nextDueDateEdit->date() >= m_firstDueDateEdit->date()
    && m_paymentAccountEdit->selectedItems().count() > 0)
      nextButton()->setEnabled(true);

  } else if(currentPage() == m_assetAccountPage) {
    if(m_dontCreatePayoutCheckBox->isChecked()) {
      m_assetAccountEdit->setEnabled(false);
      m_paymentDate->setEnabled(false);
      m_createNewAssetButton->setEnabled(false);
      nextButton()->setEnabled(true);
    } else {
      m_assetAccountEdit->setEnabled(true);
      m_paymentDate->setEnabled(true);
      m_createNewAssetButton->setEnabled(true);
      if(!m_assetAccountEdit->selectedItems().isEmpty()
      && m_paymentDate->date().isValid())
        nextButton()->setEnabled(true);
    }
  } else
    nextButton()->setEnabled(true);
}

void KNewLoanWizard::updateLoanAmount(void)
{
  QString txt;
  if(m_loanAmountEdit->lineedit()->text().isEmpty()) {
    txt = QString("<") + i18n("calculate") + QString(">");
  } else {
    txt = m_loanAmountEdit->value().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())));
  }
  m_loanAmount1->setText(txt);
  m_loanAmount2->setText(txt);
  m_loanAmount3->setText(txt);
  m_loanAmount4->setText(txt);
  m_loanAmount5->setText(txt);
}

void KNewLoanWizard::updateInterestRate(void)
{
  QString txt;
  if(m_interestRateEdit->lineedit()->text().isEmpty()) {
    txt = QString("<") + i18n("calculate") + QString(">");
  } else {
    txt = m_interestRateEdit->value().formatMoney("", 3) + QString("%");
  }
  m_interestRate1->setText(txt);
  m_interestRate2->setText(txt);
  m_interestRate3->setText(txt);
  m_interestRate4->setText(txt);
  m_interestRate5->setText(txt);
}

void KNewLoanWizard::updateDuration(void)
{
  QString txt;
  if(m_durationValueEdit->value() == 0) {
    txt = QString("<") + i18n("calculate") + QString(">");
  } else {
    txt = QString().sprintf("%d ", m_durationValueEdit->value())
        + m_durationUnitEdit->currentText();
  }
  m_duration1->setText(txt);
  m_duration2->setText(txt);
  m_duration3->setText(txt);
  m_duration4->setText(txt);
  m_duration5->setText(txt);
}

void KNewLoanWizard::updatePayment(void)
{
  QString txt;
  if(m_paymentEdit->lineedit()->text().isEmpty()) {
    txt = QString("<") + i18n("calculate") + QString(">");
  } else {
    txt = m_paymentEdit->value().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())));
  }
  m_payment1->setText(txt);
  m_payment2->setText(txt);
  m_payment3->setText(txt);
  m_payment4->setText(txt);
  m_payment5->setText(txt);
  m_basePayment->setText(txt);
}

void KNewLoanWizard::updateFinalPayment(void)
{
  QString txt;
  if(m_finalPaymentEdit->lineedit()->text().isEmpty()) {
    txt = QString("<") + i18n("calculate") + QString(">");
  } else {
    txt = m_finalPaymentEdit->value().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())));
  }
  m_balloon1->setText(txt);
  m_balloon2->setText(txt);
  m_balloon3->setText(txt);
  m_balloon4->setText(txt);
  m_balloon5->setText(txt);
}

void KNewLoanWizard::updateLoanInfo(void)
{
  updateLoanAmount();
  updateInterestRate();
  updateDuration();
  updatePayment();
  updateFinalPayment();
  updatePeriodicPayment();

  QString txt;

  int fraction = m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()));
  m_loanAmount6->setText(m_loanAmountEdit->value().formatMoney(fraction));
  m_interestRate6->setText(m_interestRateEdit->value().formatMoney("", 3) + QString("%"));
  txt = QString().sprintf("%d ", m_durationValueEdit->value())
        + m_durationUnitEdit->currentText();
  m_duration6->setText(txt);
  m_payment6->setText(m_paymentEdit->value().formatMoney(fraction));
  m_balloon6->setText(m_finalPaymentEdit->value().formatMoney(fraction));
}

void KNewLoanWizard::updatePeriodicPayment(void)
{
  MyMoneyMoney base(m_basePayment->text());
  MyMoneyMoney add(m_additionalCost->text());

  m_periodicPayment->setText((base + add).formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()))));
}

void KNewLoanWizard::updateSummary(void)
{
  // General
  if(m_borrowButton->isChecked())
    m_summaryLoanType->setText(i18n("borrowed"));
  else
    m_summaryLoanType->setText(i18n("lend"));

  m_summaryFirstPayment->setText(KGlobal::locale()->formatDate(m_firstDueDateEdit->date(), true));
  if(m_payeeEdit->selectedItem().isEmpty()) {
    m_summaryPayee->setText(i18n("not assigned"));
  } else {
    m_summaryPayee->setText(m_payeeEdit->currentText());
  }

  // Calculation
  if(m_interestOnReceptionButton->isChecked())
    m_summaryInterestDue->setText(i18n("on reception"));
  else
    m_summaryInterestDue->setText(i18n("on due date"));
  m_summaryPaymentFrequency->setText(m_paymentFrequencyUnitEdit->currentText());
  m_summaryAmount->setText(m_loanAmount6->text());
  m_summaryInterestRate->setText(m_interestRate6->text());
  m_summaryTerm->setText(m_duration6->text());
  m_summaryPeriodicPayment->setText(m_payment6->text());
  m_summaryBalloonPayment->setText(m_balloon6->text());

  // Payment
  try {
    QStringList sel = m_interestAccountEdit->selectedItems();
    if(sel.count() != 1)
      throw new MYMONEYEXCEPTION("Need a single selected interest category");
    MyMoneyAccount acc = MyMoneyFile::instance()->account(sel.first());
    m_summaryInterestCategory->setText(acc.name());
  } catch(MyMoneyException *e) {
    qWarning("Unable to determine interest category for loan account creation");
    delete e;
  }
  m_summaryAdditionalFees->setText(m_additionalCost->text());
  m_summaryTotalPeriodicPayment->setText(m_periodicPayment->text());
  m_summaryNextPayment->setText(KGlobal::locale()->formatDate(m_nextDueDateEdit->date(), true));

  try {
    QStringList sel = m_paymentAccountEdit->selectedItems();
    if(sel.count() != 1)
      throw new MYMONEYEXCEPTION("Need a single selected payment account");
    MyMoneyAccount acc = MyMoneyFile::instance()->account(sel.first());
    m_summaryPaymentAccount->setText(acc.name());
  } catch(MyMoneyException *e) {
    qWarning("Unable to determine payment account for loan account creation");
    delete e;
  }
}

void KNewLoanWizard::next()
{
  bool dontLeavePage = false;
  QString errMsg = i18n(
              "The loan wizard is unable to calculate two different values for your loan "
              "at the same time. "
              "Please enter a value for the %1 on this page or backup to the page where the "
              " current value to be calculated is defined and fill in a value.");

  if(currentPage() == m_lendBorrowPage) {
    // load the appropriate categories into the list
    loadAccountList();
    m_nameEdit->setFocus();

  } else if(currentPage() == m_interestTypePage) {
    if(m_fixedInterestButton->isChecked()) {
      setAppropriate(m_previousPaymentsPage, true);
      if(m_previousPaymentButton->isChecked())
        setAppropriate(m_recordPaymentPage, true);
      else
        setAppropriate(m_recordPaymentPage, false);
      setAppropriate(m_variableInterestDatePage, false);

    } else {
      setAppropriate(m_previousPaymentsPage, false);
      setAppropriate(m_recordPaymentPage, false);
      setAppropriate(m_variableInterestDatePage, true);
    }

  } else if(currentPage() == m_loanAmountPage) {
    m_interestRateEdit->setFocus();
    if(m_thisYearPaymentButton->isChecked()
    && m_loanAmountEdit->lineedit()->text().isEmpty()) {
      errMsg = i18n("You selected, that payments have already been made towards this loan. "
                    "This requires you to enter the loan amount exactly as found on your "
                    "last statement.");
      dontLeavePage = true;
      KMessageBox::error(0, errMsg, i18n("Calculation error"));
    } else
      updateLoanAmount();

  } else if(currentPage() == m_interestPage) {

    if(m_loanAmountEdit->lineedit()->text().isEmpty()
    && m_interestRateEdit->lineedit()->text().isEmpty()) {
      dontLeavePage = true;
      KMessageBox::error(0, errMsg.arg(i18n("interest rate")), i18n("Calculation error"));
    } else
      updateInterestRate();

  } else if(currentPage() == m_durationPage) {
    if((m_loanAmountEdit->lineedit()->text().isEmpty()
    || m_interestRateEdit->lineedit()->text().isEmpty())
    && m_durationValueEdit->value() == 0) {
      dontLeavePage = true;
      KMessageBox::error(0, errMsg.arg(i18n("term")), i18n("Calculation error"));
    } else
      updateDuration();

  } else if(currentPage() == m_paymentPage) {
    if((m_loanAmountEdit->lineedit()->text().isEmpty()
    || m_interestRateEdit->lineedit()->text().isEmpty()
    || m_durationValueEdit->value() == 0)
    && m_paymentEdit->lineedit()->text().isEmpty()) {
      dontLeavePage = true;
      KMessageBox::error(0, errMsg.arg(i18n("principal and interest")), i18n("Calculation error"));
    } else
      updatePayment();

  } else if(currentPage() == m_finalPaymentPage) {
    if((m_loanAmountEdit->lineedit()->text().isEmpty()
    || m_interestRateEdit->lineedit()->text().isEmpty()
    || m_durationValueEdit->value() == 0
    || m_paymentEdit->lineedit()->text().isEmpty())
    && m_finalPaymentEdit->lineedit()->text().isEmpty()) {
      // if two fields are empty and one of them is the final payment
      // we assume the final payment to be 0 instead of presenting a
      m_finalPaymentEdit->setValue(MyMoneyMoney(0, 1));
    }
    updateFinalPayment();
    if(!calculateLoan()) {
      dontLeavePage = true;
    } else
      updateLoanInfo();

  } else if(currentPage() == m_additionalFeesPage) {
    m_nextDueDateEdit->setEnabled(true);
    if(m_allPaymentsButton->isChecked() || m_noPreviousPaymentButton->isChecked()) {
      m_nextDueDateEdit->setDate(m_firstDueDateEdit->date());
      m_nextDueDateEdit->setEnabled(false);
      if(m_assetAccountPage)
        setAppropriate(m_assetAccountPage, true);
    } else {
      QDate nextPayment(QDate::currentDate().year(), 1, m_firstDueDateEdit->date().day());
      m_nextDueDateEdit->setDate(nextPayment);
      if(m_assetAccountPage)
        setAppropriate(m_assetAccountPage, false);
      m_assetAccountEdit->slotDeselectAllAccounts();
    }
    if(m_nextDueDateEdit->date() < m_firstDueDateEdit->date()) {
      m_nextDueDateEdit->setDate(m_firstDueDateEdit->date());
    }

  } else if(currentPage() == m_schedulePage) {
    updateSummary();
  }

/*
  switch(m_accountType) {
    case MyMoneyAccount::Cash:
    case MyMoneyAccount::Asset:
      if(indexOf(accountPaymentPage) != -1) {
        removePage(accountPaymentPage);
      }
      setAppropriate(accountNumberPage, false);
      setFinishEnabled(accountDetailsPage, true);
      break;

    case MyMoneyAccount::CreditCard:
      if(indexOf(accountPaymentPage) == -1) {
        loadPaymentMethods();
        addPage(accountPaymentPage, m_accountPaymentPageTitle);
      }
      setAppropriate(accountPaymentPage, true);
      setFinishEnabled(accountPaymentPage, true);
      setFinishEnabled(accountDetailsPage, false);
      break;

    default:
      setAppropriate(accountNumberPage, institutionComboBox->currentText() != "");
      if(indexOf(accountPaymentPage) != -1) {
        removePage(accountPaymentPage);
      }
      setFinishEnabled(accountDetailsPage, true);
      break;
  }
*/
  if(!dontLeavePage)
    KNewLoanWizardDecl::next();

  // setup the availability of widgets on the selected page
  slotCheckPageFinished();
}

void KNewLoanWizard::loadComboBoxes(void)
{
  m_interestFrequencyUnitEdit->insertItem(i18n("Days"), static_cast<int>(MyMoneyAccountLoan::changeDaily));
  m_interestFrequencyUnitEdit->insertItem(i18n("Weeks"), static_cast<int>(MyMoneyAccountLoan::changeWeekly));
  m_interestFrequencyUnitEdit->insertItem(i18n("Months"), static_cast<int>(MyMoneyAccountLoan::changeMonthly));
  m_interestFrequencyUnitEdit->insertItem(i18n("Years"), static_cast<int>(MyMoneyAccountLoan::changeYearly));

  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_DAILY)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_WEEKLY)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_FORTNIGHTLY)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYOTHERWEEK)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYHALFMONTH)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYTHREEWEEKS)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYFOURWEEKS)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYTHIRTYDAYS)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_MONTHLY)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYEIGHTWEEKS)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYOTHERMONTH)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_QUARTERLY)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYFOURMONTHS)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_TWICEYEARLY)));
  m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_YEARLY)));

  m_durationUnitEdit->insertItem(i18n("Months"), static_cast<int>(MyMoneySchedule::OCCUR_MONTHLY));
  m_durationUnitEdit->insertItem(i18n("Years"), static_cast<int>(MyMoneySchedule::OCCUR_YEARLY));
  m_durationUnitEdit->insertItem(i18n("Payments"), static_cast<int>(MyMoneySchedule::OCCUR_ONCE));

}

void KNewLoanWizard::slotInterestOnPayment(void)
{
  m_interestOnPaymentButton->setChecked(true);
  m_interestOnReceptionButton->setChecked(false);
}

void KNewLoanWizard::slotInterestOnReception(void)
{
  m_interestOnPaymentButton->setChecked(false);
  m_interestOnReceptionButton->setChecked(true);
}

int KNewLoanWizard::calculateLoan(void)
{
  MyMoneyFinancialCalculator calc;
  long double val;
  int PF;
  QString result;

  // FIXME: for now, we only support interest calculation at the end of the period
  calc.setBep();
  // FIXME: for now, we only support periodic compounding
  calc.setDisc();

  PF = MyMoneySchedule::eventsPerYear(MyMoneySchedule::stringToOccurence(
                            m_paymentFrequencyUnitEdit->currentText()));
  if(PF == 0)
    return 0;
  calc.setPF(PF);

  // FIXME: for now we only support compounding frequency == payment frequency
  calc.setCF(PF);


  if(!m_loanAmountEdit->lineedit()->text().isEmpty()) {
    val = static_cast<long double> (m_loanAmountEdit->value().abs().toDouble());
    if(m_borrowButton->isChecked())
      val = -val;
    calc.setPv(val);
  }

  if(!m_interestRateEdit->lineedit()->text().isEmpty()) {
    val = static_cast<long double> (m_interestRateEdit->value().abs().toDouble());
    calc.setIr(val);
  }

  if(!m_paymentEdit->lineedit()->text().isEmpty()) {
    val = static_cast<long double> (m_paymentEdit->value().abs().toDouble());
    if(m_lendButton->isChecked())
      val = -val;
    calc.setPmt(val);
  }

  if(!m_finalPaymentEdit->lineedit()->text().isEmpty()) {
    val = static_cast<long double> (m_finalPaymentEdit->value().abs().toDouble());
    if(m_lendButton->isChecked())
      val = -val;
    calc.setFv(val);
  }

  if(m_durationValueEdit->value() != 0) {
    calc.setNpp(static_cast<long double>(term()));
  }

  int fraction = m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()));
  // setup of parameters is done, now do the calculation
  try {
    if(m_loanAmountEdit->lineedit()->text().isEmpty()) {
      // calculate the amount of the loan out of the other information
      val = calc.presentValue();
      m_loanAmountEdit->loadText(MyMoneyMoney(static_cast<double>(val)).abs().formatMoney(fraction));
      result = i18n("KMyMoney has calculated the amount of the loan as %1.")
                        .arg(m_loanAmountEdit->lineedit()->text());

    } else if(m_interestRateEdit->lineedit()->text().isEmpty()) {
      // calculate the interest rate out of the other information
      val = calc.interestRate();
      m_interestRateEdit->loadText(MyMoneyMoney(static_cast<double>(val)).abs().formatMoney("", 3));
      result = i18n("KMyMoney has calculated the interest rate to %1%.")
                        .arg(m_interestRateEdit->lineedit()->text());

    } else if(m_paymentEdit->lineedit()->text().isEmpty()) {
      // calculate the periodical amount of the payment out of the other information
      val = calc.payment();
      m_paymentEdit->setValue(MyMoneyMoney(static_cast<double>(val)).abs());
      // reset payment as it might have changed due to rounding
      val = static_cast<long double> (m_paymentEdit->value().abs().toDouble());
      if(m_lendButton->isChecked())
        val = -val;
      calc.setPmt(val);

      result = i18n("KMyMoney has calculated a periodic payment of %1 to cover principal and interest.")
                      .arg(m_paymentEdit->lineedit()->text());

      val = calc.futureValue();
      if((m_borrowButton->isChecked() && val < 0 && fabsl(val) >= fabsl(calc.payment()))
      || (m_lendButton->isChecked() && val > 0 && fabs(val) >= fabs(calc.payment()))) {
        calc.setNpp(calc.npp()-1);
        updateTermWidgets(calc.npp());
        val = calc.futureValue();
        MyMoneyMoney refVal(static_cast<double>(val));
        m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
        result += QString(" ");
        result += i18n("The number of payments has been decremented and the final payment has been modified to %1.")
                      .arg(m_finalPaymentEdit->lineedit()->text());
      } else if((m_borrowButton->isChecked() && val < 0 && fabsl(val) < fabsl(calc.payment()))
             || (m_lendButton->isChecked() && val > 0 && fabs(val) < fabs(calc.payment()))) {
        m_finalPaymentEdit->loadText(MyMoneyMoney(0,1).formatMoney(fraction));
      } else {
        MyMoneyMoney refVal(static_cast<double>(val));
        m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
        result += i18n("The final payment has been modified to %1.")
                      .arg(m_finalPaymentEdit->lineedit()->text());
      }

    } else if(m_durationValueEdit->value() == 0) {
      // calculate the number of payments out of the other information
      val = calc.numPayments();
      if(val == 0)
        throw new MYMONEYEXCEPTION("incorrect fincancial calculation");

      // if the number of payments has a fractional part, then we
      // round it to the smallest integer and calculate the balloon payment
      result = i18n("KMyMoney has calculated the term of your loan as %1. ")
                        .arg(updateTermWidgets(floorl(val)));

      if(val != floorl(val)) {
        calc.setNpp(floorl(val));
        val = calc.futureValue();
        MyMoneyMoney refVal(static_cast<double>(val));
        m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
        result += i18n("The final payment has been modified to %1.")
                      .arg(m_finalPaymentEdit->lineedit()->text());
      }

    } else {
      // calculate the future value of the loan out of the other information
      val = calc.futureValue();

      // we differentiate between the following cases:
      // a) the future value is greater than a payment
      // b) the future value is less than a payment or the loan is overpaid
      // c) all other cases
      //
      // a) means, we have paid more than we owed. This can't be
      // b) means, we paid more than we owed but the last payment is
      //    less in value than regular payments. That means, that the
      //    future value is to be treated as  (fully payed back)
      // c) the loan is not payed back yet
      if((m_borrowButton->isChecked() && val < 0 && fabsl(val) > fabsl(calc.payment()))
      || (m_lendButton->isChecked() && val > 0 && fabs(val) > fabs(calc.payment()))) {
        // case a)
        qDebug("Future Value is %Lf", val);
        throw new MYMONEYEXCEPTION("incorrect fincancial calculation");

      } else if((m_borrowButton->isChecked() && val < 0 && fabsl(val) <= fabsl(calc.payment()))
             || (m_lendButton->isChecked() && val > 0 && fabs(val) <= fabs(calc.payment()))) {
        // case b)
        val = 0;
      }

      MyMoneyMoney refVal(static_cast<double>(val));
      result = i18n("KMyMoney has calculated a final payment of %1 for this loan.")
                        .arg(refVal.abs().formatMoney(fraction));

      if(!m_finalPaymentEdit->lineedit()->text().isEmpty()) {
        if((m_finalPaymentEdit->value().abs() - refVal.abs()).abs().toDouble() > 1) {
          throw new MYMONEYEXCEPTION("incorrect fincancial calculation");
        }
        result = i18n("KMyMoney has successfully verified your loan information.");
      }
      m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
    }

  } catch (MyMoneyException *e) {
    delete e;
    KMessageBox::error(0,
      i18n("You have entered mis-matching information. Please backup to the "
           "appropriate page and update your figures or leave one value empty "
           "to let KMyMoney calculate it for you"),
      i18n("Calculation error"));
    return 0;
  }

  result += i18n("\n\nAccept this or modify the loan information and recalculate.");

  KMessageBox::information(0, result, i18n("Calculation successful"));
  return 1;
}

QString KNewLoanWizard::updateTermWidgets(const long double val)
{
  long long vl = static_cast<long long>(floorl(val));

  QString valString;
  MyMoneySchedule::occurenceE unit;
  unit = MyMoneySchedule::stringToOccurence(m_paymentFrequencyUnitEdit->currentText());

  if((unit == MyMoneySchedule::OCCUR_MONTHLY)
  && ((vl % 12) == 0)) {
    vl /= 12;
    unit = MyMoneySchedule::OCCUR_YEARLY;
  }

  switch(unit) {
    case MyMoneySchedule::OCCUR_MONTHLY:
      valString = i18n("one month", "%n months", vl);
      m_durationUnitEdit->setCurrentItem(static_cast<int>(MyMoneySchedule::OCCUR_MONTHLY));
      break;
    case MyMoneySchedule::OCCUR_YEARLY:
      valString = i18n("one year", "%n years", vl);
      m_durationUnitEdit->setCurrentItem(static_cast<int>(MyMoneySchedule::OCCUR_YEARLY));
      break;
    default:
      valString = i18n("one payment", "%n payments", vl);
      m_durationUnitEdit->setCurrentItem(static_cast<int>(MyMoneySchedule::OCCUR_ONCE));
      break;
  }
  m_durationValueEdit->setValue(vl);
  return valString;
}

void KNewLoanWizard::slotCreateCategory(void)
{
  MyMoneyAccount acc, base;
  MyMoneyFile* file = MyMoneyFile::instance();

  if(m_borrowButton->isChecked()) {
    base = file->expense();
    acc.setAccountType(MyMoneyAccount::Expense);
  } else {
    base = file->income();
    acc.setAccountType(MyMoneyAccount::Income);
  }
  acc.setParentAccountId(base.id());

  KNewAccountDlg* dlg = new KNewAccountDlg(acc, true, true);
  if(dlg->exec() == QDialog::Accepted) {
    acc = dlg->account();

    MyMoneyFileTransaction ft;
    try {
      QString id;
      id = file->createCategory(base, acc.name());
      if(id.isEmpty())
        throw new MYMONEYEXCEPTION("failure while creating the account hierarchy");

      ft.commit();

      m_interestAccountEdit->setSelected(id);

    } catch (MyMoneyException *e) {
      KMessageBox::information(this, i18n("Unable to add account: %1").arg(e->what()));
      delete e;
    }
  }
  delete dlg;
}

void KNewLoanWizard::loadAccountList(void)
{
  AccountSet interestSet, assetSet;

  if(m_borrowButton->isChecked()) {
    interestSet.addAccountType(MyMoneyAccount::Expense);
  } else {
    interestSet.addAccountType(MyMoneyAccount::Income);
  }
  interestSet.load(m_interestAccountEdit);

  assetSet.addAccountType(MyMoneyAccount::Checkings);
  assetSet.addAccountType(MyMoneyAccount::Savings);
  assetSet.addAccountType(MyMoneyAccount::Cash);
  assetSet.addAccountType(MyMoneyAccount::Asset);
  assetSet.addAccountType(MyMoneyAccount::Currency);
  assetSet.load(m_assetAccountEdit);

  assetSet.addAccountType(MyMoneyAccount::CreditCard);
  assetSet.addAccountType(MyMoneyAccount::Liability);
  assetSet.load(m_paymentAccountEdit);
}

void KNewLoanWizard::slotAdditionalFees(void)
{
  // KMessageBox::information(0, QString("Not yet implemented ... if you want to help, contact kmymoney2-developer@lists.sourceforge.net"), QString("Development notice"));
  MyMoneyAccount account("Phony-ID", MyMoneyAccount());

  QMap<QString, MyMoneyMoney> priceInfo;
  KSplitTransactionDlg* dlg = new KSplitTransactionDlg(m_transaction, m_split, account, false, !m_borrowButton->isChecked(), MyMoneyMoney(0), priceInfo);
  connect(dlg, SIGNAL(newCategory(MyMoneyAccount&)), this, SIGNAL(newCategory(MyMoneyAccount&)));

  if(dlg->exec() == QDialog::Accepted) {
    m_transaction = dlg->transaction();
    // sum up the additional fees
    QValueList<MyMoneySplit>::ConstIterator it;

    MyMoneyMoney fees;
    for(it = m_transaction.splits().begin(); it != m_transaction.splits().end(); ++it) {
      if((*it).accountId() != account.id()) {
        fees += (*it).value();
      }
    }
    m_additionalCost->setText(fees.formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()))));
  }

  delete dlg;
  updatePeriodicPayment();
}

MyMoneyTransaction KNewLoanWizard::transaction() const
{
  MyMoneyTransaction t;

  MyMoneySplit sPayment, sInterest, sAmortization;
  // setup accounts. at this point, we cannot fill in the id of the
  // account that the amortization will be performed on, because we
  // create the account. So the id is yet unknown.
  sPayment.setAccountId(m_paymentAccountEdit->selectedItems().first());
  sInterest.setAccountId(m_interestAccountEdit->selectedItems().first());

  // values
  if(m_borrowButton->isChecked()) {
    sPayment.setValue(-m_paymentEdit->value());
  } else {
    sPayment.setValue(m_paymentEdit->value());
  }
  sInterest.setValue(MyMoneyMoney::autoCalc);
  sAmortization.setValue(MyMoneyMoney::autoCalc);
  // don't forget the shares
  sPayment.setShares(sPayment.value());
  sInterest.setShares(sInterest.value());
  sAmortization.setShares(sAmortization.value());

  // setup the commodity
  MyMoneyAccount acc = MyMoneyFile::instance()->account(sPayment.accountId());
  t.setCommodity(acc.currencyId());

  // actions
  sPayment.setAction(MyMoneySplit::ActionAmortization);
  sAmortization.setAction(MyMoneySplit::ActionAmortization);
  sInterest.setAction(MyMoneySplit::ActionInterest);

  // payee
  QString payeeId = m_payeeEdit->selectedItem();
  sPayment.setPayeeId(payeeId);
  sAmortization.setPayeeId(payeeId);

  MyMoneyAccount account("Phony-ID", MyMoneyAccount());
  sAmortization.setAccountId(account.id());

  // IMPORTANT: Payment split must be the first one, because
  //            the schedule view expects it this way during display
  t.addSplit(sPayment);
  t.addSplit(sAmortization);
  t.addSplit(sInterest);

  // copy the splits from the other costs and update the payment split
  QValueList<MyMoneySplit>::ConstIterator it;
  for(it = m_transaction.splits().begin(); it != m_transaction.splits().end(); ++it) {
    if((*it).accountId() != account.id()) {
      MyMoneySplit sp = (*it);
      sp.clearId();
      t.addSplit(sp);
      sPayment.setValue(sPayment.value()-sp.value());
      sPayment.setShares(sPayment.value());
      t.modifySplit(sPayment);
    }
  }
  return t;
}

MyMoneySchedule KNewLoanWizard::schedule(void) const
{
  MyMoneySchedule sched(m_nameEdit->text(),
                        MyMoneySchedule::TYPE_LOANPAYMENT,
                        MyMoneySchedule::stringToOccurence(m_paymentFrequencyUnitEdit->currentText()), 1,
                        MyMoneySchedule::STYPE_OTHER,
                        QDate(),
                        QDate(),
                        false,
                        false);

  MyMoneyTransaction t = transaction();
  t.setPostDate(m_nextDueDateEdit->date());
  sched.setTransaction(t);

  return sched;
}

void KNewLoanWizard::slotReloadEditWidgets(void)
{
  // load the various account widgets
  loadAccountList();

  // reload payee widget
  QString payeeId = m_payeeEdit->selectedItem();

  m_payeeEdit->loadPayees(MyMoneyFile::instance()->payeeList());

  if(!payeeId.isEmpty()) {
    m_payeeEdit->setSelectedItem(payeeId);
  }
}

int KNewLoanWizard::term(void) const
{
  int factor = 0;

  if(m_durationValueEdit->value() != 0) {
    factor = 1;
    switch(m_durationUnitEdit->currentItem()) {
      case MyMoneySchedule::OCCUR_YEARLY: // years
        factor = 12;
        // tricky fall through here

      case MyMoneySchedule::OCCUR_MONTHLY: // months
        factor *= 30;
        factor *= m_durationValueEdit->value();
        // factor now is the duration in days. we divide this by the
        // payment frequency and get the number of payments
        factor /= MyMoneySchedule::daysBetweenEvents(MyMoneySchedule::stringToOccurence(
                            m_paymentFrequencyUnitEdit->currentText()));
        break;

      case MyMoneySchedule::OCCUR_ONCE: // payments
        factor = m_durationValueEdit->value();
        break;
    }
  }
  return factor;
}

QString KNewLoanWizard::initialPaymentAccount(void) const
{
  if(m_dontCreatePayoutCheckBox->isChecked()) {
    return QString();
  }
  return m_assetAccountEdit->selectedItems().first();
}

QDate KNewLoanWizard::initialPaymentDate(void) const
{
  if(m_dontCreatePayoutCheckBox->isChecked()) {
    return QDate();
  }
  return m_paymentDate->date();
}

#include "knewloanwizard.moc"