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.
674 lines
23 KiB
674 lines
23 KiB
/***************************************************************************
|
|
kforecastview.cpp
|
|
-------------------
|
|
copyright : (C) 2007 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. *
|
|
* *
|
|
***************************************************************************/
|
|
|
|
// ----------------------------------------------------------------------------
|
|
// QT Includes
|
|
|
|
#include <tqtabwidget.h>
|
|
#include <tqspinbox.h>
|
|
#include <tqlabel.h>
|
|
#include <tqbuttongroup.h>
|
|
#include <tqtextedit.h>
|
|
#include <tqlayout.h>
|
|
|
|
// ----------------------------------------------------------------------------
|
|
// KDE Includes
|
|
|
|
#include <kdebug.h>
|
|
#include <klocale.h>
|
|
#include <klistview.h>
|
|
#include <kpushbutton.h>
|
|
|
|
// ----------------------------------------------------------------------------
|
|
// Project Includes
|
|
|
|
#include <kmymoney/mymoneyfile.h>
|
|
#include "kforecastview.h"
|
|
#include "../kmymoneyglobalsettings.h"
|
|
#include "../kmymoney2.h"
|
|
#include "../kmymoneyutils.h"
|
|
#include "../mymoney/mymoneyforecast.h"
|
|
#include "../widgets/kmymoneyforecastlistviewitem.h"
|
|
#include "../widgets/kmymoneyaccounttreeforecast.h"
|
|
#include "../reports/pivottable.h"
|
|
#include "../reports/pivotgrid.h"
|
|
|
|
KForecastView::KForecastView(TQWidget *parent, const char *name) :
|
|
KForecastViewDecl(parent,name)
|
|
{
|
|
for(int i=0; i < MaxViewTabs; ++i)
|
|
m_needReload[i] = false;
|
|
|
|
KConfig *config = KGlobal::config();
|
|
config->setGroup("Last Use Settings");
|
|
m_tab->setCurrentPage(config->readNumEntry("KForecastView_LastType", 0));
|
|
|
|
connect(m_tab, TQT_SIGNAL(currentChanged(TQWidget*)), this, TQT_SLOT(slotTabChanged(TQWidget*)));
|
|
|
|
connect(MyMoneyFile::instance(), TQT_SIGNAL(dataChanged()), this, TQT_SLOT(slotLoadForecast()));
|
|
|
|
connect(m_forecastButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotManualForecast()));
|
|
|
|
m_forecastList->setAllColumnsShowFocus(true);
|
|
m_summaryList->setAllColumnsShowFocus(true);
|
|
//m_adviceList->setAllColumnsShowFocus(true);
|
|
m_advancedList->setAllColumnsShowFocus(true);
|
|
|
|
m_forecastChart = new KReportChartView(m_tabChart, "forecastChart" );
|
|
m_forecastChart->tqsetSizePolicy( TQSizePolicy::Expanding, TQSizePolicy::Expanding );
|
|
|
|
loadForecastSettings();
|
|
|
|
}
|
|
|
|
KForecastView::~KForecastView()
|
|
{
|
|
}
|
|
|
|
void KForecastView::slotTabChanged(TQWidget* _tab)
|
|
{
|
|
ForecastViewTab tab = static_cast<ForecastViewTab>(m_tab->indexOf(_tab));
|
|
|
|
// remember this setting for startup
|
|
KConfig *config = KGlobal::config();
|
|
config->setGroup("Last Use Settings");
|
|
config->writeEntry("KForecastView_LastType", tab);
|
|
|
|
loadForecast(tab);
|
|
|
|
}
|
|
|
|
void KForecastView::loadForecast(ForecastViewTab tab)
|
|
{
|
|
if(m_needReload[tab]) {
|
|
switch(tab) {
|
|
case ListView:
|
|
loadListView();
|
|
break;
|
|
case SummaryView:
|
|
loadSummaryView();
|
|
break;
|
|
case AdvancedView:
|
|
loadAdvancedView();
|
|
break;
|
|
case BudgetView:
|
|
loadBudgetView();
|
|
break;
|
|
case ChartView:
|
|
loadChartView();
|
|
break;
|
|
default:
|
|
break;
|
|
}
|
|
m_needReload[tab] = false;
|
|
}
|
|
}
|
|
|
|
void KForecastView::show(void)
|
|
{
|
|
// don't forget base class implementation
|
|
KForecastViewDecl::show();
|
|
slotTabChanged(m_tab->currentPage());
|
|
}
|
|
|
|
void KForecastView::slotLoadForecast(void)
|
|
{
|
|
m_needReload[SummaryView] = true;
|
|
m_needReload[ListView] = true;
|
|
m_needReload[AdvancedView] = true;
|
|
m_needReload[BudgetView] = true;
|
|
m_needReload[ChartView] = true;
|
|
|
|
//refresh settings
|
|
loadForecastSettings();
|
|
|
|
if(isVisible())
|
|
slotTabChanged(m_tab->currentPage());
|
|
}
|
|
|
|
void KForecastView::slotManualForecast(void)
|
|
{
|
|
m_needReload[SummaryView] = true;
|
|
m_needReload[ListView] = true;
|
|
m_needReload[AdvancedView] = true;
|
|
m_needReload[BudgetView] = true;
|
|
m_needReload[ChartView] = true;
|
|
|
|
if(isVisible())
|
|
slotTabChanged(m_tab->currentPage());
|
|
}
|
|
|
|
void KForecastView::loadForecastSettings(void)
|
|
{
|
|
//fill the settings controls
|
|
m_forecastDays->setValue(KMyMoneyGlobalSettings::forecastDays());
|
|
m_accountsCycle->setValue(KMyMoneyGlobalSettings::forecastAccountCycle());
|
|
m_beginDay->setValue(KMyMoneyGlobalSettings::beginForecastDay());
|
|
m_forecastCycles->setValue(KMyMoneyGlobalSettings::forecastCycles());
|
|
m_historyMethod->setButton(KMyMoneyGlobalSettings::historyMethod());
|
|
switch(KMyMoneyGlobalSettings::forecastMethod()) {
|
|
case 0:
|
|
m_forecastMethod->setText(i18n("Scheduled"));
|
|
m_forecastCycles->setDisabled(true);
|
|
m_historyMethod->setDisabled(true);
|
|
break;
|
|
case 1:
|
|
m_forecastMethod->setText(i18n("History"));
|
|
m_forecastCycles->setEnabled(true);
|
|
m_historyMethod->setEnabled(true);
|
|
break;
|
|
default:
|
|
m_forecastMethod->setText(i18n("Unknown"));
|
|
break;
|
|
}
|
|
}
|
|
|
|
void KForecastView::loadListView(void)
|
|
{
|
|
MyMoneyForecast forecast;
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
|
|
m_forecastList->setBaseCurrency(file->baseCurrency());
|
|
|
|
//get the settings from current page
|
|
forecast.setForecastDays(m_forecastDays->value());
|
|
forecast.setAccountsCycle(m_accountsCycle->value());
|
|
forecast.setBeginForecastDay(m_beginDay->value());
|
|
forecast.setForecastCycles(m_forecastCycles->value());
|
|
forecast.setHistoryMethod(m_historyMethod->selectedId());
|
|
forecast.doForecast();
|
|
|
|
//clear the list, including columns
|
|
m_forecastList->clearColumns();
|
|
|
|
//add columns
|
|
m_forecastList->showAccount();
|
|
m_forecastList->showDetailed(forecast);
|
|
|
|
//add default rows
|
|
addTotalRow(m_forecastList, forecast);
|
|
addAssetLiabilityRows(forecast);
|
|
|
|
//load asset and liability forecast accounts
|
|
loadAccounts(forecast, file->asset(), m_assetItem, KMyMoneyAccountTreeForecastItem::eDetailed);
|
|
loadAccounts(forecast, file->liability(), m_liabilityItem, KMyMoneyAccountTreeForecastItem::eDetailed);
|
|
|
|
m_forecastList->show();
|
|
}
|
|
|
|
void KForecastView::loadSummaryView(void)
|
|
{
|
|
MyMoneyForecast forecast;
|
|
TQValueList<MyMoneyAccount> accList;
|
|
int dropMinimum;
|
|
int dropZero;
|
|
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
|
|
m_summaryList->setBaseCurrency(file->baseCurrency());
|
|
|
|
//get the settings from current page
|
|
forecast.setForecastDays(m_forecastDays->value());
|
|
forecast.setAccountsCycle(m_accountsCycle->value());
|
|
forecast.setBeginForecastDay(m_beginDay->value());
|
|
forecast.setForecastCycles(m_forecastCycles->value());
|
|
forecast.setHistoryMethod(m_historyMethod->selectedId());
|
|
forecast.doForecast();
|
|
|
|
//clear the list, including columns
|
|
m_summaryList->clearColumns();
|
|
|
|
//add columns
|
|
m_summaryList->showAccount();
|
|
m_summaryList->showSummary(forecast);
|
|
|
|
//add default rows
|
|
addTotalRow(m_summaryList, forecast);
|
|
addAssetLiabilityRows(forecast);
|
|
|
|
loadAccounts(forecast, file->asset(), m_assetItem, KMyMoneyAccountTreeForecastItem::eSummary);
|
|
loadAccounts(forecast, file->liability(), m_liabilityItem, KMyMoneyAccountTreeForecastItem::eSummary);
|
|
|
|
//Add comments to the advice list
|
|
//Get all accounts of the right type to calculate forecast
|
|
m_nameIdx.clear();
|
|
accList = forecast.accountList();
|
|
TQValueList<MyMoneyAccount>::const_iterator accList_t = accList.begin();
|
|
for(; accList_t != accList.end(); ++accList_t ) {
|
|
MyMoneyAccount acc = *accList_t;
|
|
if(m_nameIdx[acc.id()] != acc.id()) { //Check if the account is there
|
|
m_nameIdx[acc.id()] = acc.id();
|
|
}
|
|
}
|
|
|
|
TQMap<TQString, TQString>::ConstIterator it_nc;
|
|
for(it_nc = m_nameIdx.begin(); it_nc != m_nameIdx.end(); ++it_nc) {
|
|
|
|
const MyMoneyAccount& acc = file->account(*it_nc);
|
|
MyMoneySecurity currency;
|
|
|
|
//change currency to deep currency if account is an investment
|
|
if(acc.isInvest()) {
|
|
MyMoneySecurity underSecurity = file->security(acc.currencyId());
|
|
currency = file->security(underSecurity.tradingCurrency());
|
|
} else {
|
|
currency = file->security(acc.currencyId());
|
|
}
|
|
|
|
//Check if the account is going to be below zero or below the minimal balance in the forecast period
|
|
TQString minimumBalance = acc.value("minimumBalance");
|
|
MyMoneyMoney minBalance = MyMoneyMoney(minimumBalance);
|
|
|
|
//Check if the account is going to be below minimal balance
|
|
dropMinimum = forecast.daysToMinimumBalance(acc);
|
|
|
|
//Check if the account is going to be below zero in the future
|
|
dropZero = forecast.daysToZeroBalance(acc);
|
|
|
|
// spit out possible warnings
|
|
TQString msg;
|
|
|
|
// if a minimum balance has been specified, an appropriate warning will
|
|
// only be shown, if the drop below 0 is on a different day or not present
|
|
|
|
if(dropMinimum != -1
|
|
&& !minBalance.isZero()
|
|
&& (dropMinimum < dropZero
|
|
|| dropZero == -1)) {
|
|
switch(dropMinimum) {
|
|
case -1:
|
|
break;
|
|
case 0:
|
|
msg = TQString("<font color=\"%1\">").tqarg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
|
|
msg += i18n("The balance of %2 is below the minimum balance %3 today.").tqarg(acc.name()).tqarg(minBalance.formatMoney(acc, currency));
|
|
msg += TQString("</font>");
|
|
break;
|
|
default:
|
|
msg = TQString("<font color=\"%1\">").tqarg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
|
|
msg += i18n("The balance of %1 will drop below the minimum balance %2 in %3 days.").tqarg(acc.name()).tqarg(minBalance.formatMoney(acc, currency)).tqarg(dropMinimum-1);
|
|
msg += TQString("</font>");
|
|
}
|
|
|
|
if(!msg.isEmpty()) {
|
|
m_adviceText->append(msg);
|
|
}
|
|
}
|
|
|
|
// a drop below zero is always shown
|
|
msg = TQString();
|
|
switch(dropZero) {
|
|
case -1:
|
|
break;
|
|
case 0:
|
|
if(acc.accountGroup() == MyMoneyAccount::Asset) {
|
|
msg = TQString("<font color=\"%1\">").tqarg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
|
|
msg += i18n("The balance of %1 is below %2 today.").tqarg(acc.name()).tqarg(MyMoneyMoney().formatMoney(acc, currency));
|
|
msg += TQString("</font>");
|
|
break;
|
|
}
|
|
if(acc.accountGroup() == MyMoneyAccount::Liability) {
|
|
msg = i18n("The balance of %1 is above %2 today.").tqarg(acc.name()).tqarg(MyMoneyMoney().formatMoney(acc, currency));
|
|
break;
|
|
}
|
|
break;
|
|
default:
|
|
if(acc.accountGroup() == MyMoneyAccount::Asset) {
|
|
msg = TQString("<font color=\"%1\">").tqarg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
|
|
msg += i18n("The balance of %1 will drop below %2 in %3 days.").tqarg(acc.name()).tqarg(MyMoneyMoney().formatMoney(acc, currency)).tqarg(dropZero);
|
|
msg += TQString("</font>");
|
|
break;
|
|
}
|
|
if(acc.accountGroup() == MyMoneyAccount::Liability) {
|
|
msg = i18n("The balance of %1 will raise above %2 in %3 days.").tqarg(acc.name()).tqarg(MyMoneyMoney().formatMoney(acc, currency)).tqarg(dropZero);
|
|
break;
|
|
}
|
|
}
|
|
if(!msg.isEmpty()) {
|
|
m_adviceText->append(msg);
|
|
}
|
|
|
|
//advice about trends
|
|
msg = TQString();
|
|
MyMoneyMoney accCycleVariation = forecast.accountCycleVariation(acc);
|
|
if (accCycleVariation < MyMoneyMoney(0, 1)) {
|
|
msg = TQString("<font color=\"%1\">").tqarg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
|
|
msg += i18n("The account %1 is decreasing %2 per cycle.").tqarg(acc.name()).tqarg(accCycleVariation.formatMoney(acc, currency));
|
|
msg += TQString("</font>");
|
|
}
|
|
|
|
if(!msg.isEmpty()) {
|
|
m_adviceText->append(msg);
|
|
}
|
|
}
|
|
m_summaryList->show();
|
|
m_adviceText->show();
|
|
}
|
|
|
|
void KForecastView::loadAdvancedView(void)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
TQValueList<MyMoneyAccount> accList;
|
|
MyMoneySecurity baseCurrency = file->baseCurrency();
|
|
MyMoneyForecast forecast;
|
|
int daysToBeginDay;
|
|
|
|
//get the settings from current page
|
|
forecast.setForecastDays(m_forecastDays->value());
|
|
forecast.setAccountsCycle(m_accountsCycle->value());
|
|
forecast.setBeginForecastDay(m_beginDay->value());
|
|
forecast.setForecastCycles(m_forecastCycles->value());
|
|
forecast.setHistoryMethod(m_historyMethod->selectedId());
|
|
forecast.doForecast();
|
|
|
|
//Get all accounts of the right type to calculate forecast
|
|
m_nameIdx.clear();
|
|
accList = forecast.accountList();
|
|
TQValueList<MyMoneyAccount>::const_iterator accList_t = accList.begin();
|
|
for(; accList_t != accList.end(); ++accList_t ) {
|
|
MyMoneyAccount acc = *accList_t;
|
|
if(m_nameIdx[acc.id()] != acc.id()) { //Check if the account is there
|
|
m_nameIdx[acc.id()] = acc.id();
|
|
}
|
|
}
|
|
//clear the list, including columns
|
|
m_advancedList->clear();
|
|
for(;m_advancedList->columns() > 0;) {
|
|
m_advancedList->removeColumn(0);
|
|
}
|
|
|
|
//add first column of both lists
|
|
int accountColumn = m_advancedList->addColumn(i18n("Account"), -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();
|
|
}
|
|
|
|
//add columns
|
|
for(int i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) {
|
|
int col = m_advancedList->addColumn(i18n("Min Bal %1").tqarg(i), -1);
|
|
m_advancedList->setColumnAlignment(col, TQt::AlignRight);
|
|
m_advancedList->addColumn(i18n("Min Date %1").tqarg(i), -1);
|
|
}
|
|
for(int i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) {
|
|
int col = m_advancedList->addColumn(i18n("Max Bal %1").tqarg(i), -1);
|
|
m_advancedList->setColumnAlignment(col, TQt::AlignRight);
|
|
m_advancedList->addColumn(i18n("Max Date %1").tqarg(i), -1);
|
|
}
|
|
int col = m_advancedList->addColumn(i18n("Average"), -1);
|
|
m_advancedList->setColumnAlignment(col, TQt::AlignRight);
|
|
m_advancedList->setSorting(-1);
|
|
KMyMoneyForecastListViewItem *advancedItem = 0;
|
|
|
|
TQMap<TQString, TQString>::ConstIterator it_nc;
|
|
for(it_nc = m_nameIdx.begin(); it_nc != m_nameIdx.end(); ++it_nc) {
|
|
const MyMoneyAccount& acc = file->account(*it_nc);
|
|
TQString amount;
|
|
MyMoneyMoney amountMM;
|
|
MyMoneySecurity currency;
|
|
|
|
//change currency to deep currency if account is an investment
|
|
if(acc.isInvest()) {
|
|
MyMoneySecurity underSecurity = file->security(acc.currencyId());
|
|
currency = file->security(underSecurity.tradingCurrency());
|
|
} else {
|
|
currency = file->security(acc.currencyId());
|
|
}
|
|
|
|
|
|
advancedItem = new KMyMoneyForecastListViewItem(m_advancedList, advancedItem, false);
|
|
advancedItem->setText(accountColumn, acc.name());
|
|
int it_c = 1; // iterator for the columns of the listview
|
|
|
|
//get minimum balance list
|
|
TQValueList<TQDate> minBalanceList = forecast.accountMinimumBalanceDateList(acc);
|
|
TQValueList<TQDate>::Iterator t_min;
|
|
for(t_min = minBalanceList.begin(); t_min != minBalanceList.end() ; ++t_min)
|
|
{
|
|
TQDate minDate = *t_min;
|
|
amountMM = forecast.forecastBalance(acc, minDate);
|
|
|
|
amount = amountMM.formatMoney(acc, currency);
|
|
advancedItem->setText(it_c, amount, amountMM.isNegative());
|
|
it_c++;
|
|
|
|
TQString dateString = KGlobal::locale()->formatDate(minDate, true);
|
|
advancedItem->setText(it_c, dateString, amountMM.isNegative());
|
|
it_c++;
|
|
}
|
|
|
|
//get maximum balance list
|
|
TQValueList<TQDate> maxBalanceList = forecast.accountMaximumBalanceDateList(acc);
|
|
TQValueList<TQDate>::Iterator t_max;
|
|
for(t_max = maxBalanceList.begin(); t_max != maxBalanceList.end() ; ++t_max)
|
|
{
|
|
TQDate maxDate = *t_max;
|
|
amountMM = forecast.forecastBalance(acc, maxDate);
|
|
|
|
amount = amountMM.formatMoney(acc, currency);
|
|
advancedItem->setText(it_c, amount, amountMM.isNegative());
|
|
it_c++;
|
|
|
|
TQString dateString = KGlobal::locale()->formatDate(maxDate, true);
|
|
advancedItem->setText(it_c, dateString, amountMM.isNegative());
|
|
it_c++;
|
|
}
|
|
//get average balance
|
|
amountMM = forecast.accountAverageBalance(acc);
|
|
amount = amountMM.formatMoney(acc, currency);
|
|
advancedItem->setText(it_c, amount, amountMM.isNegative());
|
|
it_c++;
|
|
}
|
|
m_advancedList->show();
|
|
}
|
|
|
|
void KForecastView::loadBudgetView(void)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
MyMoneyForecast forecast;
|
|
// TQValueList<MyMoneyAccount> accList;
|
|
|
|
m_budgetList->setBaseCurrency(file->baseCurrency());
|
|
|
|
//get the settings from current page and calculate this year based on last year
|
|
TQDate historyEndDate = TQDate(TQDate::tqcurrentDate().year()-1, 12, 31);
|
|
TQDate historyStartDate = historyEndDate.addDays(-m_accountsCycle->value() * m_forecastCycles->value());
|
|
TQDate forecastStartDate = TQDate(TQDate::tqcurrentDate().year(), 1, 1);
|
|
TQDate forecastEndDate = TQDate::tqcurrentDate().addDays(m_forecastDays->value());
|
|
forecast.setHistoryMethod(m_historyMethod->selectedId());
|
|
|
|
MyMoneyBudget budget;
|
|
forecast.createBudget(budget, historyStartDate, historyEndDate, forecastStartDate, forecastEndDate, false);
|
|
|
|
//clear the list, including columns
|
|
m_budgetList->clearColumns();
|
|
|
|
//add columns
|
|
m_budgetList->showAccount();
|
|
m_budgetList->showBudget(forecast);
|
|
|
|
//add default rows
|
|
addTotalRow(m_budgetList, forecast);
|
|
addIncomeExpenseRows(forecast);
|
|
|
|
//load income and expense budget accounts
|
|
loadAccounts(forecast, file->income(), m_incomeItem, KMyMoneyAccountTreeForecastItem::eBudget);
|
|
loadAccounts(forecast, file->expense(), m_expenseItem, KMyMoneyAccountTreeForecastItem::eBudget);
|
|
|
|
m_budgetList->show();
|
|
}
|
|
|
|
TQValueList<MyMoneyPrice> KForecastView::getAccountPrices(const MyMoneyAccount& acc)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
TQValueList<MyMoneyPrice> prices;
|
|
MyMoneySecurity security = file->baseCurrency();
|
|
try {
|
|
if(acc.isInvest()) {
|
|
security = file->security(acc.currencyId());
|
|
if(security.tradingCurrency() != file->baseCurrency().id()) {
|
|
MyMoneySecurity sec = file->security(security.tradingCurrency());
|
|
prices += file->price(sec.id(), file->baseCurrency().id());
|
|
}
|
|
} else if(acc.currencyId() != file->baseCurrency().id()) {
|
|
if(acc.currencyId() != file->baseCurrency().id()) {
|
|
security = file->security(acc.currencyId());
|
|
prices += file->price(acc.currencyId(), file->baseCurrency().id());
|
|
}
|
|
}
|
|
|
|
} catch(MyMoneyException *e) {
|
|
kdDebug(2) << __PRETTY_FUNCTION__ << " caught exception while adding " << acc.name() << "[" << acc.id() << "]: " << e->what();
|
|
delete e;
|
|
}
|
|
return prices;
|
|
}
|
|
|
|
void KForecastView::addAssetLiabilityRows(const MyMoneyForecast& forecast)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
|
|
TQValueList<MyMoneyPrice> basePrices;
|
|
m_assetItem = new KMyMoneyAccountTreeForecastItem( m_totalItem, file->asset(), forecast, basePrices, file->baseCurrency() );
|
|
m_assetItem->setOpen(true);
|
|
m_liabilityItem = new KMyMoneyAccountTreeForecastItem( m_totalItem, file->liability(), forecast, basePrices, file->baseCurrency());
|
|
m_liabilityItem->setOpen(true);
|
|
}
|
|
|
|
void KForecastView::addIncomeExpenseRows(const MyMoneyForecast& forecast)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
|
|
TQValueList<MyMoneyPrice> basePrices;
|
|
m_incomeItem = new KMyMoneyAccountTreeForecastItem( m_totalItem, file->income(), forecast, basePrices, file->baseCurrency() );
|
|
m_incomeItem->setOpen(true);
|
|
m_expenseItem = new KMyMoneyAccountTreeForecastItem( m_totalItem, file->expense(), forecast, basePrices, file->baseCurrency());
|
|
m_expenseItem->setOpen(true);
|
|
}
|
|
|
|
void KForecastView::addTotalRow(KMyMoneyAccountTreeForecast* forecastList, const MyMoneyForecast& forecast)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
|
|
m_totalItem = new KMyMoneyAccountTreeForecastItem( forecastList, file->asset(), forecast, file->baseCurrency(), i18n("Total") );
|
|
m_totalItem->setOpen(true);
|
|
}
|
|
|
|
bool KForecastView::includeAccount(MyMoneyForecast& forecast, const MyMoneyAccount& acc)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
|
|
if( forecast.isForecastAccount(acc) )
|
|
return true;
|
|
|
|
TQStringList accounts = acc.accountList();
|
|
|
|
if(accounts.size() > 0) {
|
|
TQStringList::ConstIterator it_acc;
|
|
for(it_acc = accounts.begin(); it_acc != accounts.end(); ++it_acc) {
|
|
MyMoneyAccount account = file->account(*it_acc);
|
|
if( includeAccount(forecast, account) )
|
|
return true;
|
|
}
|
|
}
|
|
return false;
|
|
}
|
|
|
|
void KForecastView::loadAccounts(MyMoneyForecast& forecast, const MyMoneyAccount& account, KMyMoneyAccountTreeForecastItem* parentItem, int forecastType )
|
|
{
|
|
TQMap<TQString, TQString> nameIdx;
|
|
TQStringList accList;
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
KMyMoneyAccountTreeForecastItem *forecastItem = 0;
|
|
|
|
//Get all accounts of the right type to calculate forecast
|
|
accList = account.accountList();
|
|
|
|
if(accList.size() == 0)
|
|
return;
|
|
|
|
TQStringList::ConstIterator accList_t;
|
|
for(accList_t = accList.begin(); accList_t != accList.end(); ++accList_t ) {
|
|
MyMoneyAccount subAccount = file->account(*accList_t);
|
|
//only add the account if it is a forecast account or the parent of a forecast account
|
|
if(includeAccount(forecast, subAccount)) {
|
|
nameIdx[subAccount.id()] = subAccount.id();
|
|
}
|
|
}
|
|
|
|
TQMap<TQString, TQString>::ConstIterator it_nc;
|
|
for(it_nc = nameIdx.begin(); it_nc != nameIdx.end(); ++it_nc) {
|
|
|
|
const MyMoneyAccount subAccount = file->account(*it_nc);
|
|
MyMoneySecurity currency;
|
|
if(subAccount.isInvest()) {
|
|
MyMoneySecurity underSecurity = file->security(subAccount.currencyId());
|
|
currency = file->security(underSecurity.tradingCurrency());
|
|
} else {
|
|
currency = file->security(subAccount.currencyId());
|
|
}
|
|
|
|
TQString amount;
|
|
TQString vAmount;
|
|
MyMoneyMoney vAmountMM;
|
|
|
|
//get prices
|
|
TQValueList<MyMoneyPrice> prices = getAccountPrices(subAccount);
|
|
|
|
forecastItem = new KMyMoneyAccountTreeForecastItem( parentItem, subAccount, forecast, prices, currency, static_cast<KMyMoneyAccountTreeForecastItem::EForecastViewType>(forecastType) );
|
|
forecastItem->setOpen(true);
|
|
|
|
loadAccounts(forecast, subAccount, forecastItem, forecastType);
|
|
}
|
|
}
|
|
|
|
void KForecastView::loadChartView(void)
|
|
{
|
|
MyMoneyReport::EDetailLevel detailLevel[4] = { MyMoneyReport::eDetailAll, MyMoneyReport::eDetailTop, MyMoneyReport::eDetailGroup, MyMoneyReport::eDetailTotal };
|
|
|
|
MyMoneyReport reportCfg = MyMoneyReport(
|
|
MyMoneyReport::eAssetLiability,
|
|
MyMoneyReport::eMonths,
|
|
MyMoneyTransactionFilter::userDefined, // overridden by the setDateFilter() call below
|
|
detailLevel[m_comboDetail->currentItem()],
|
|
i18n("Networth Forecast"),
|
|
i18n("Generated Report"));
|
|
|
|
reportCfg.setChartByDefault(true);
|
|
reportCfg.setChartGridLines(false);
|
|
reportCfg.setChartType(MyMoneyReport::eChartLine);
|
|
reportCfg.setIncludingSchedules( false );
|
|
reportCfg.addAccountGroup(MyMoneyAccount::Asset);
|
|
reportCfg.addAccountGroup(MyMoneyAccount::Liability);
|
|
reportCfg.setColumnsAreDays( true );
|
|
reportCfg.setConvertCurrency( true );
|
|
reportCfg.setIncludingForecast( true );
|
|
reportCfg.setDateFilter(TQDate::tqcurrentDate(),TQDate::tqcurrentDate().addDays(m_forecastDays->value()));
|
|
|
|
reports::PivotTable table(reportCfg);
|
|
|
|
table.drawChart(*m_forecastChart);
|
|
|
|
// Adjust the size
|
|
m_forecastChart->resize(m_tab->width()-30, m_tab->height()-60);
|
|
|
|
m_forecastChart->update();
|
|
}
|
|
|
|
#include "kforecastview.moc"
|