You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
402 lines
13 KiB
402 lines
13 KiB
/***************************************************************************
|
|
kmymoneyaccounttreeforecast.cpp
|
|
-------------------
|
|
begin : Fri Aug 01 2008
|
|
copyright : (C) 2008 by Alvaro Soliverez
|
|
email : asoliverez@gmail.com
|
|
***************************************************************************/
|
|
|
|
/***************************************************************************
|
|
* *
|
|
* 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. *
|
|
* *
|
|
***************************************************************************/
|
|
|
|
// ----------------------------------------------------------------------------
|
|
// KDE Includes
|
|
#include <klocale.h>
|
|
|
|
// ----------------------------------------------------------------------------
|
|
// Project Includes
|
|
#include <kmymoney/mymoneyfile.h>
|
|
#include <kmymoneyaccounttreeforecast.h>
|
|
#include "../kmymoney2.h"
|
|
#include "../kmymoneyglobalsettings.h"
|
|
#include "../mymoney/mymoneyforecast.h"
|
|
#include "../reports/reportaccount.h"
|
|
|
|
using namespace reports;
|
|
|
|
KMyMoneyAccountTreeForecast::KMyMoneyAccountTreeForecast(TQWidget* tqparent, const char* name) :
|
|
KMyMoneyAccountTreeBase::KMyMoneyAccountTreeBase(tqparent, name)
|
|
{
|
|
setResizeMode(TQListView::NoColumn);
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecast::showAccount( void )
|
|
{
|
|
addColumn(i18n("Account"));
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecast::clearColumns( void )
|
|
{
|
|
clear();
|
|
while(columns() > 0) {
|
|
removeColumn(0);
|
|
}
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecast::showSummary(MyMoneyForecast& forecast)
|
|
{
|
|
int daysToBeginDay;
|
|
|
|
//add cycle interval columns
|
|
addColumn(i18n("Current"), -1);
|
|
|
|
//if beginning of forecast is today, set the begin day to next cycle to avoid repeating the first cycle
|
|
if(TQDate::tqcurrentDate() < forecast.beginForecastDate()) {
|
|
daysToBeginDay = TQDate::tqcurrentDate().daysTo(forecast.beginForecastDate());
|
|
} else {
|
|
daysToBeginDay = forecast.accountsCycle();
|
|
}
|
|
for(int i = 0; ((i*forecast.accountsCycle())+daysToBeginDay) <= forecast.forecastDays(); ++i) {
|
|
int intervalDays = ((i*forecast.accountsCycle())+daysToBeginDay);
|
|
TQString columnName = i18n("%1 days").tqarg(intervalDays, 0, 10);
|
|
addColumn(columnName, -1);
|
|
}
|
|
|
|
//add variation columns
|
|
addColumn(i18n("Total variation"), -1);
|
|
|
|
//align columns
|
|
for(int i = 1; i < columns(); ++i) {
|
|
setColumnAlignment(i, TQt::AlignRight);
|
|
}
|
|
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecast::showDetailed(MyMoneyForecast& forecast)
|
|
{
|
|
//add cycle interval columns
|
|
addColumn(i18n("Current"), -1);
|
|
|
|
for(int i = 1; i <= forecast.forecastDays(); ++i) {
|
|
TQDate forecastDate = TQDate::tqcurrentDate().addDays(i);
|
|
TQString columnName = KGlobal::locale()->formatDate(forecastDate, true);
|
|
addColumn(columnName, -1);
|
|
}
|
|
|
|
//add variation columns
|
|
addColumn(i18n("Total variation"), -1);
|
|
|
|
//align columns
|
|
for(int i = 1; i < columns(); ++i) {
|
|
setColumnAlignment(i, TQt::AlignRight);
|
|
}
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecast::showAdvanced(MyMoneyForecast& forecast)
|
|
{
|
|
int daysToBeginDay;
|
|
|
|
//if beginning of forecast is today, set the begin day to next cycle to avoid repeating the first cycle
|
|
if(TQDate::tqcurrentDate() < forecast.beginForecastDate()) {
|
|
daysToBeginDay = TQDate::tqcurrentDate().daysTo(forecast.beginForecastDate());
|
|
} else {
|
|
daysToBeginDay = forecast.accountsCycle();
|
|
}
|
|
|
|
//add columns
|
|
for(int i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) {
|
|
int col = addColumn(i18n("Min Bal %1").tqarg(i), -1);
|
|
setColumnAlignment(col, TQt::AlignRight);
|
|
addColumn(i18n("Min Date %1").tqarg(i), -1);
|
|
}
|
|
for(int i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) {
|
|
int col = addColumn(i18n("Max Bal %1").tqarg(i), -1);
|
|
setColumnAlignment(col, TQt::AlignRight);
|
|
addColumn(i18n("Max Date %1").tqarg(i), -1);
|
|
}
|
|
int col = addColumn(i18n("Average"), -1);
|
|
setColumnAlignment(col, TQt::AlignRight);
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecast::showBudget(MyMoneyForecast& forecast)
|
|
{
|
|
TQDate forecastStartDate = forecast.forecastStartDate();
|
|
TQDate forecastEndDate = forecast.forecastEndDate();
|
|
|
|
//add cycle interval columns
|
|
TQDate f_date = forecastStartDate;
|
|
for(; f_date <= forecastEndDate; f_date = f_date.addMonths(1)) {
|
|
TQString columnName = TQDate::longMonthName(f_date.month());
|
|
addColumn(columnName, -1);
|
|
}
|
|
//add total column
|
|
addColumn(i18n("Total"), -1);
|
|
|
|
|
|
//align columns
|
|
for(int i = 1; i < columns(); ++i) {
|
|
setColumnAlignment(i, TQt::AlignRight);
|
|
}
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecast::slotSelectObject(const TQListViewItem* i)
|
|
{
|
|
emit selectObject(MyMoneyInstitution());
|
|
emit selectObject(MyMoneyAccount());
|
|
|
|
const KMyMoneyAccountTreeBaseItem* item = dynamic_cast<const KMyMoneyAccountTreeBaseItem*>(i);
|
|
if(item) {
|
|
emit openObject(item->itemObject());
|
|
}
|
|
}
|
|
|
|
KMyMoneyAccountTreeForecastItem::KMyMoneyAccountTreeForecastItem(KListView *tqparent, const MyMoneyAccount& account, const MyMoneyForecast &forecast, const MyMoneySecurity& security, const TQString& name) :
|
|
KMyMoneyAccountTreeBaseItem(tqparent, account, security, name),
|
|
m_forecast(forecast)
|
|
{
|
|
updateAccount(true);
|
|
|
|
}
|
|
|
|
KMyMoneyAccountTreeForecastItem::KMyMoneyAccountTreeForecastItem(KMyMoneyAccountTreeForecastItem *tqparent, const MyMoneyAccount& account, const MyMoneyForecast& forecast, const TQValueList<MyMoneyPrice>& price, const MyMoneySecurity& security, const EForecastViewType forecastType) :
|
|
KMyMoneyAccountTreeBaseItem(tqparent, account, price, security),
|
|
m_forecast(forecast),
|
|
m_forecastType(forecastType)
|
|
{
|
|
//setForecastViewType(forecastViewType);
|
|
updateAccount(true);
|
|
switch(forecastViewType())
|
|
{
|
|
case eSummary:
|
|
updateSummary();
|
|
break;
|
|
case eDetailed:
|
|
updateDetailed();
|
|
break;
|
|
case eBudget:
|
|
updateBudget();
|
|
break;
|
|
default:
|
|
break;
|
|
}
|
|
}
|
|
|
|
|
|
KMyMoneyAccountTreeForecastItem::~KMyMoneyAccountTreeForecastItem()
|
|
{
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecastItem::setForecast(const MyMoneyForecast& forecast)
|
|
{
|
|
m_forecast = forecast;
|
|
updateAccount();
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecastItem::updateSummary()
|
|
{
|
|
MyMoneyMoney amountMM;
|
|
int it_c = 1; // iterator for the columns of the listview
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
int daysToBeginDay;
|
|
|
|
if(TQDate::tqcurrentDate() < m_forecast.beginForecastDate()) {
|
|
daysToBeginDay = TQDate::tqcurrentDate().daysTo(m_forecast.beginForecastDate());
|
|
} else {
|
|
daysToBeginDay = m_forecast.accountsCycle();
|
|
}
|
|
|
|
MyMoneySecurity currency;
|
|
if(m_account.isInvest()) {
|
|
MyMoneySecurity underSecurity = file->security(m_account.currencyId());
|
|
currency = file->security(underSecurity.tradingCurrency());
|
|
} else {
|
|
currency = file->security(m_account.currencyId());
|
|
}
|
|
|
|
|
|
//add current balance column
|
|
TQDate summaryDate = TQDate::tqcurrentDate();
|
|
amountMM = m_forecast.forecastBalance(m_account, summaryDate);
|
|
|
|
//calculate the balance in base currency for the total row
|
|
setAmount(it_c, amountMM);
|
|
setValue(it_c, amountMM, summaryDate);
|
|
showAmount(it_c, amountMM, currency);
|
|
it_c++;
|
|
|
|
//iterate through all other columns
|
|
for(TQDate summaryDate = TQDate::tqcurrentDate().addDays(daysToBeginDay); summaryDate <= m_forecast.forecastEndDate();summaryDate = summaryDate.addDays(m_forecast.accountsCycle()), ++it_c) {
|
|
amountMM = m_forecast.forecastBalance(m_account, summaryDate);
|
|
|
|
//calculate the balance in base currency for the total row
|
|
setAmount(it_c, amountMM);
|
|
setValue(it_c, amountMM, summaryDate);
|
|
showAmount(it_c, amountMM, currency);
|
|
}
|
|
//calculate and add variation per cycle
|
|
setNegative(m_forecast.accountTotalVariation(m_account).isNegative());
|
|
setAmount(it_c, m_forecast.accountTotalVariation(m_account));
|
|
setValue(it_c, m_forecast.accountTotalVariation(m_account), m_forecast.forecastEndDate());
|
|
showAmount(it_c, m_forecast.accountTotalVariation(m_account), currency);
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecastItem::updateDetailed()
|
|
{
|
|
TQString amount;
|
|
TQString vAmount;
|
|
MyMoneyMoney vAmountMM;
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
|
|
MyMoneySecurity currency;
|
|
if(m_account.isInvest()) {
|
|
MyMoneySecurity underSecurity = file->security(m_account.currencyId());
|
|
currency = file->security(underSecurity.tradingCurrency());
|
|
} else {
|
|
currency = file->security(m_account.currencyId());
|
|
}
|
|
|
|
int it_c = 1; // iterator for the columns of the listview
|
|
|
|
for(TQDate forecastDate = TQDate::tqcurrentDate(); forecastDate <= m_forecast.forecastEndDate(); ++it_c, forecastDate = forecastDate.addDays(1)) {
|
|
MyMoneyMoney amountMM = m_forecast.forecastBalance(m_account, forecastDate);
|
|
|
|
//calculate the balance in base currency for the total row
|
|
setAmount(it_c, amountMM);
|
|
setValue(it_c, amountMM, forecastDate);
|
|
showAmount(it_c, amountMM, currency);
|
|
}
|
|
|
|
//calculate and add variation per cycle
|
|
vAmountMM = m_forecast.accountTotalVariation(m_account);
|
|
setAmount(it_c, vAmountMM);
|
|
setValue(it_c, vAmountMM, m_forecast.forecastEndDate());
|
|
showAmount(it_c, vAmountMM, currency);
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecastItem::updateBudget()
|
|
{
|
|
MyMoneySecurity currency;
|
|
MyMoneyMoney tAmountMM;
|
|
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
int it_c = 1; // iterator for the columns of the listview
|
|
TQDate forecastDate = m_forecast.forecastStartDate();
|
|
|
|
if(m_account.isInvest()) {
|
|
MyMoneySecurity underSecurity = file->security(m_account.currencyId());
|
|
currency = file->security(underSecurity.tradingCurrency());
|
|
} else {
|
|
currency = file->security(m_account.currencyId());
|
|
}
|
|
|
|
//iterate columns
|
|
for(; forecastDate <= m_forecast.forecastEndDate(); forecastDate = forecastDate.addMonths(1), ++it_c) {
|
|
MyMoneyMoney amountMM;
|
|
amountMM = m_forecast.forecastBalance(m_account,forecastDate);
|
|
if(m_account.accountType() == MyMoneyAccount::Expense)
|
|
amountMM = -amountMM;
|
|
|
|
tAmountMM += amountMM;
|
|
setAmount(it_c, amountMM);
|
|
setValue(it_c, amountMM, forecastDate);
|
|
showAmount(it_c, amountMM, currency);
|
|
}
|
|
|
|
//set total column
|
|
setAmount(it_c, tAmountMM);
|
|
setValue(it_c, tAmountMM, m_forecast.forecastEndDate());
|
|
showAmount(it_c, tAmountMM, currency);
|
|
}
|
|
|
|
MyMoneyMoney KMyMoneyAccountTreeForecastItem::balance() const
|
|
{
|
|
return MyMoneyMoney();
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecastItem::showAmount(int column, const MyMoneyMoney amount, const MyMoneySecurity security)
|
|
{
|
|
setText(column, amount.formatMoney(m_account, security), amount.isNegative() );
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecastItem::adjustParentValue(int column, const MyMoneyMoney& value)
|
|
{
|
|
m_values[column] += value;
|
|
m_values[column] = m_values[column].convert(listView()->baseCurrency().smallestAccountFraction());
|
|
|
|
// if the entry has no tqchildren,
|
|
// or it is the top entry
|
|
// or it is currently not open
|
|
// we need to display the value of it
|
|
KMyMoneyAccountTreeForecast* lv = dynamic_cast<KMyMoneyAccountTreeForecast*>(listView());
|
|
if(!lv)
|
|
return;
|
|
if(!firstChild() || !tqparent() || (!isOpen() && firstChild())
|
|
|| depth() == 1 ) {
|
|
if(firstChild())
|
|
setText(column, " ");
|
|
|
|
showAmount(column, m_values[column], listView()->baseCurrency());
|
|
}
|
|
|
|
// now make sure, the upstream accounts also get notified about the value change
|
|
KMyMoneyAccountTreeForecastItem* p = dynamic_cast<KMyMoneyAccountTreeForecastItem*>(tqparent());
|
|
if(p != 0) {
|
|
p->adjustParentValue(column, value);
|
|
}
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecastItem::setValue(int column, MyMoneyMoney amount, TQDate forecastDate)
|
|
{
|
|
KMyMoneyAccountTreeForecastItem* p = dynamic_cast<KMyMoneyAccountTreeForecastItem*>(tqparent());
|
|
|
|
//calculate the balance in base currency for the total row
|
|
if(m_account.currencyId() != listView()->baseCurrency().id()) {
|
|
ReportAccount repAcc = ReportAccount(m_account.id());
|
|
MyMoneyMoney curPrice = repAcc.baseCurrencyPrice(forecastDate);
|
|
MyMoneyMoney baseAmountMM = amount * curPrice;
|
|
m_values[column] = baseAmountMM.convert(listView()->baseCurrency().smallestAccountFraction());
|
|
|
|
if(p != 0) {
|
|
p->adjustParentValue(column, m_values[column]);
|
|
}
|
|
} else {
|
|
m_values[column] += amount;
|
|
if(p != 0) {
|
|
p->adjustParentValue(column, amount);
|
|
}
|
|
}
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecastItem::setAmount(int column, MyMoneyMoney amount)
|
|
{
|
|
m_amounts[column] = amount;
|
|
}
|
|
|
|
void KMyMoneyAccountTreeForecastItem::setOpen(bool open)
|
|
{
|
|
if (open == isOpen())
|
|
return;
|
|
KMyMoneyAccountTreeBaseItem::setOpen(open);
|
|
|
|
if(!open)
|
|
{
|
|
for(int i = 1; i < listView()->columns(); ++i)
|
|
{
|
|
showAmount(i, m_values[i], listView()->baseCurrency());
|
|
}
|
|
} else if (depth() > 1) {
|
|
for(int i = 1; i < listView()->columns(); ++i)
|
|
{
|
|
showAmount(i, m_amounts[i], m_security);
|
|
}
|
|
}
|
|
}
|
|
|
|
#include "kmymoneyaccounttreeforecast.moc"
|