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355 lines
11 KiB
355 lines
11 KiB
13 years ago
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/***************************************************************************
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mymoneybudget.cpp
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-------------------
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begin : Sun July 4 2004
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copyright : (C) 2004-2005 by Ace Jones
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email : acejones@users.sourceforge.net
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***************************************************************************/
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/***************************************************************************
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* *
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* This program is free software; you can redistribute it and/or modify *
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* it under the terms of the GNU General Public License as published by *
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* the Free Software Foundation; either version 2 of the License, or *
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* (at your option) any later version. *
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* *
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***************************************************************************/
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#ifdef HAVE_CONFIG_H
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#include <config.h>
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#endif
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// ----------------------------------------------------------------------------
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// QT Includes
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#include <qstring.h>
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#include <qdom.h>
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// ----------------------------------------------------------------------------
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// KDE Includes
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// ----------------------------------------------------------------------------
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// Project Includes
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#include "mymoneybudget.h"
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const QStringList MyMoneyBudget::AccountGroup::kBudgetLevelText = QStringList::split(",","none,monthly,monthbymonth,yearly,invalid",true);
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const int BUDGET_VERSION = 2;
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bool MyMoneyBudget::AccountGroup::isZero(void) const
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{
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return (!m_budgetsubaccounts && m_budgetlevel == eMonthly && balance().isZero());
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}
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void MyMoneyBudget::AccountGroup::convertToMonthly(void)
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{
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MyMoneyBudget::PeriodGroup period;
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switch(m_budgetlevel) {
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case eYearly:
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case eMonthByMonth:
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period = *(m_periods.begin()); // make him monthly
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period.setAmount(balance() / MyMoneyMoney(12,1));
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clearPeriods();
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addPeriod(period.startDate(), period);
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break;
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default:
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break;
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}
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m_budgetlevel = eMonthly;
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}
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void MyMoneyBudget::AccountGroup::convertToYearly(void)
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{
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MyMoneyBudget::PeriodGroup period;
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switch(m_budgetlevel) {
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case eMonthByMonth:
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case eMonthly:
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period = *(m_periods.begin()); // make him monthly
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period.setAmount(totalBalance());
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clearPeriods();
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addPeriod(period.startDate(), period);
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break;
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default:
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break;
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}
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m_budgetlevel = eYearly;
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}
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void MyMoneyBudget::AccountGroup::convertToMonthByMonth(void)
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{
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MyMoneyBudget::PeriodGroup period;
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QDate date;
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switch(m_budgetlevel) {
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case eMonthByMonth:
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case eMonthly:
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period = *(m_periods.begin());
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period.setAmount(totalBalance() / MyMoneyMoney(12,1));
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clearPeriods();
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date = period.startDate();
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for(int i = 0; i < 12; ++i) {
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addPeriod(date, period);
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date = date.addMonths(1);
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period.setStartDate(date);
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}
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break;
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default:
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break;
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}
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m_budgetlevel = eYearly;
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}
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MyMoneyBudget::AccountGroup MyMoneyBudget::AccountGroup::operator += (const MyMoneyBudget::AccountGroup& _r)
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{
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MyMoneyBudget::AccountGroup r(_r);
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// make both operands based on the same budget level
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if(m_budgetlevel != r.m_budgetlevel) {
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if(m_budgetlevel == eMonthly) { // my budget is monthly
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if(r.m_budgetlevel == eYearly) { // his his yearly
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r.convertToMonthly();
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} else if(r.m_budgetlevel == eMonthByMonth) { // his is month by month
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convertToMonthByMonth();
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}
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} else if(m_budgetlevel == eYearly) { // my budget is yearly
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if(r.m_budgetlevel == eMonthly) { // his is monthly
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r.convertToYearly();
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} else if(r.m_budgetlevel == eMonthByMonth) { // his is month by month
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convertToMonthByMonth();
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}
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} else if(m_budgetlevel == eMonthByMonth) { // my budget is month by month
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r.convertToMonthByMonth();
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}
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}
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// now both budgets should be of the same type and we simply need
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// to iterate over the period list and add the values
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QMap<QDate, MyMoneyBudget::PeriodGroup> periods = m_periods;
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QMap<QDate, MyMoneyBudget::PeriodGroup> rPeriods = r.m_periods;
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QMap<QDate, MyMoneyBudget::PeriodGroup>::const_iterator it_p;
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QMap<QDate, MyMoneyBudget::PeriodGroup>::const_iterator it_pr;
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m_periods.clear();
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it_p = periods.begin();
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it_pr = rPeriods.begin();
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QDate date = (*it_p).startDate();
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while(it_p != periods.end()) {
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MyMoneyBudget::PeriodGroup period = *it_p;
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if(it_pr != rPeriods.end()) {
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period.setAmount(period.amount() + (*it_pr).amount());
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++it_pr;
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}
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addPeriod(date, period);
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date = date.addMonths(1);
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++it_p;
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}
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return *this;
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}
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bool MyMoneyBudget::AccountGroup::operator == (const AccountGroup &r) const
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{
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return (m_id == r.m_id
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&& m_budgetlevel == r.m_budgetlevel
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&& m_budgetsubaccounts == r.m_budgetsubaccounts
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&& m_periods.keys() == r.m_periods.keys()
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&& m_periods.values() == r.m_periods.values());
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}
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MyMoneyBudget::MyMoneyBudget(void) :
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m_name("Unconfigured Budget")
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{
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}
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MyMoneyBudget::MyMoneyBudget(const QString& _name) :
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m_name(_name)
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{
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}
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MyMoneyBudget::MyMoneyBudget(const QDomElement& node) :
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MyMoneyObject(node)
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{
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if(!read(node))
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clearId();
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}
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MyMoneyBudget::MyMoneyBudget(const QString& id, const MyMoneyBudget& budget)
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{
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*this = budget;
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m_id = id;
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}
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MyMoneyBudget::~MyMoneyBudget()
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{
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}
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bool MyMoneyBudget::operator == (const MyMoneyBudget& right) const
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{
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return (MyMoneyObject::operator==(right) &&
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(m_accounts.count() == right.m_accounts.count()) &&
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(m_accounts.keys() == right.m_accounts.keys()) &&
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(m_accounts.values() == right.m_accounts.values()) &&
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(m_name == right.m_name) &&
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(m_start == right.m_start) );
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}
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void MyMoneyBudget::write(QDomElement& e, QDomDocument *doc) const
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{
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writeBaseXML(*doc, e);
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e.setAttribute("name", m_name);
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e.setAttribute("start", m_start.toString(Qt::ISODate) );
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e.setAttribute("version", BUDGET_VERSION);
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QMap<QString, AccountGroup>::const_iterator it;
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for(it = m_accounts.begin(); it != m_accounts.end(); ++it) {
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// only add the account if there is a budget entered
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if(!(*it).balance().isZero()) {
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QDomElement domAccount = doc->createElement("ACCOUNT");
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domAccount.setAttribute("id", it.key());
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domAccount.setAttribute("budgetlevel", AccountGroup::kBudgetLevelText[it.data().budgetLevel()]);
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domAccount.setAttribute("budgetsubaccounts", it.data().budgetSubaccounts());
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const QMap<QDate, PeriodGroup> periods = it.data().getPeriods();
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QMap<QDate, PeriodGroup>::const_iterator it_per;
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for(it_per = periods.begin(); it_per != periods.end(); ++it_per) {
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if(!(*it_per).amount().isZero()) {
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QDomElement domPeriod = doc->createElement("PERIOD");
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domPeriod.setAttribute("amount", (*it_per).amount().toString());
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domPeriod.setAttribute("start", (*it_per).startDate().toString(Qt::ISODate));
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domAccount.appendChild(domPeriod);
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}
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}
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e.appendChild(domAccount);
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}
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}
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}
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bool MyMoneyBudget::read(const QDomElement& e)
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{
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// The goal of this reading method is 100% backward AND 100% forward
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// compatability. Any Budget ever created with any version of KMyMoney
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// should be able to be loaded by this method (as long as it's one of the
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// Budget types supported in this version, of course)
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bool result = false;
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if ("BUDGET" == e.tagName())
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{
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result = true;
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m_name = e.attribute("name");
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m_start = QDate::fromString(e.attribute("start"), Qt::ISODate);
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m_id = e.attribute("id");
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QDomNode child = e.firstChild();
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while(!child.isNull() && child.isElement())
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{
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QDomElement c = child.toElement();
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AccountGroup account;
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if("ACCOUNT" == c.tagName()) {
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if(c.hasAttribute("id"))
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account.setId(c.attribute("id"));
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if(c.hasAttribute("budgetlevel")) {
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int i = AccountGroup::kBudgetLevelText.findIndex(c.attribute("budgetlevel"));
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if ( i != -1 )
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account.setBudgetLevel(static_cast<AccountGroup::eBudgetLevel>(i));
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}
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if(c.hasAttribute("budgetsubaccounts"))
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account.setBudgetSubaccounts(c.attribute("budgetsubaccounts").toUInt());
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}
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QDomNode period = c.firstChild();
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while(!period.isNull() && period.isElement())
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{
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QDomElement per = period.toElement();
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PeriodGroup pGroup;
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if("PERIOD" == per.tagName() && per.hasAttribute("amount") && per.hasAttribute("start"))
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{
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pGroup.setAmount( MyMoneyMoney(per.attribute("amount")) );
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pGroup.setStartDate( QDate::fromString(per.attribute("start"), Qt::ISODate) );
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account.addPeriod(pGroup.startDate(), pGroup);
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}
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period = period.nextSibling();
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}
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m_accounts[account.id()] = account;
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child = child.nextSibling();
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}
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}
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return result;
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}
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void MyMoneyBudget::writeXML(QDomDocument& document, QDomElement& parent) const
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{
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QDomElement el = document.createElement("BUDGET");
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write(el,&document);
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parent.appendChild(el);
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}
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bool MyMoneyBudget::hasReferenceTo(const QString& id) const
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{
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// return true if we have an assignment for this id
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return (m_accounts.contains(id));
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}
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void MyMoneyBudget::removeReference(const QString& id)
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{
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if(m_accounts.contains(id)) {
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m_accounts.remove(id);
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}
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}
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void MyMoneyBudget::setAccount(const AccountGroup &_account, const QString _id)
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{
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if(_account.isZero()) {
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m_accounts.remove(_id);
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} else {
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// make sure we store a correct id
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AccountGroup account(_account);
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if(account.id() != _id)
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account.setId(_id);
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m_accounts[_id] = account;
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}
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}
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const MyMoneyBudget::AccountGroup& MyMoneyBudget::account(const QString _id) const
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{
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static AccountGroup empty;
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if ( m_accounts.contains(_id) )
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return m_accounts[_id];
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return empty;
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}
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void MyMoneyBudget::setBudgetStart(const QDate& _start)
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{
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QDate oldDate = QDate(m_start.year(), m_start.month(), 1);
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m_start = QDate(_start.year(), _start.month(), 1);
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if(oldDate.isValid()) {
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int adjust = ((m_start.year() - oldDate.year())*12) + (m_start.month() - oldDate.month());
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QMap<QString, AccountGroup>::iterator it;
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for(it = m_accounts.begin(); it != m_accounts.end(); ++it) {
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const QMap<QDate, PeriodGroup> periods = (*it).getPeriods();
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QMap<QDate, PeriodGroup>::const_iterator it_per;
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(*it).clearPeriods();
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for(it_per = periods.begin(); it_per != periods.end(); ++it_per) {
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PeriodGroup pgroup = (*it_per);
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pgroup.setStartDate(pgroup.startDate().addMonths(adjust));
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(*it).addPeriod(pgroup.startDate(), pgroup);
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}
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}
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}
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}
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// vim:cin:si:ai:et:ts=2:sw=2:
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