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692 lines
22 KiB
692 lines
22 KiB
/***************************************************************************
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mymoneyscheduled.h
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-------------------
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copyright : (C) 2000-2002 by Michael Edwardes
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(C) 2007 by Thomas Baumgart
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email : mte@users.sourceforge.net
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Thomas Baumgart <ipwizard@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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#ifndef MYMONEYSCHEDULED_H
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#define MYMONEYSCHEDULED_H
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// ----------------------------------------------------------------------------
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// TQt Includes
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#include <tqstringlist.h>
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#include <tqmap.h>
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#include <tqdatetime.h>
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// ----------------------------------------------------------------------------
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// Project Includes
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#include <kmymoney/export.h>
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#include <kmymoney/mymoneyaccount.h>
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#include <kmymoney/mymoneyobject.h>
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#include <kmymoney/mymoneytransaction.h>
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class MyMoneyStorageANON;
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/**
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* @author Michael Edwardes
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*/
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/**
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* This class represents a schedule. (A series of bills, deposits or
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* transfers).
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*
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* @short A class to represent a schedule.
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* @see MyMoneyScheduled
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*/
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class KMYMONEY_EXPORT MyMoneySchedule : public MyMoneyObject
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{
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friend class MyMoneyStorageANON;
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public:
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/**
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* This enum is used to describe all the possible schedule frequencies.
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* The special entry, OCCUR_ANY, is used to combine all the other types.
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*/
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enum occurenceE { OCCUR_ANY=0, OCCUR_ONCE=1, OCCUR_DAILY=2, OCCUR_WEEKLY=4, OCCUR_FORTNIGHTLY=8,
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OCCUR_EVERYOTHERWEEK=16,
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OCCUR_EVERYHALFMONTH=18,
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OCCUR_EVERYTHREEWEEKS=20,
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OCCUR_EVERYTHIRTYDAYS=30,
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OCCUR_MONTHLY=32, OCCUR_EVERYFOURWEEKS=64,
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OCCUR_EVERYEIGHTWEEKS=126,
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OCCUR_EVERYOTHERMONTH=128, OCCUR_EVERYTHREEMONTHS=256,
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OCCUR_TWICEYEARLY=1024, OCCUR_EVERYOTHERYEAR=2048, OCCUR_QUARTERLY=4096,
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OCCUR_EVERYFOURMONTHS=8192, OCCUR_YEARLY=16384
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};
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/**
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* This enum is used to describe the schedule type.
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*/
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enum typeE { TYPE_ANY=0, TYPE_BILL=1, TYPE_DEPOSIT=2, TYPE_TRANSFER=4, TYPE_LOANPAYMENT=5 };
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/**
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* This enum is used to describe the schedule's payment type.
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*/
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enum paymentTypeE { STYPE_ANY=0, STYPE_DIRECTDEBIT=1, STYPE_DIRECTDEPOSIT=2,
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STYPE_MANUALDEPOSIT=4, STYPE_OTHER=8,
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STYPE_WRITECHEQUE=16,
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STYPE_STANDINGORDER=32,
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STYPE_BANKTRANSFER=64 };
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/**
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* This enum is used by the auto-commit functionality.
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*
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* Depending upon the value of m_weekendOption the schedule can
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* be entered on a different date
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**/
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enum weekendOptionE { MoveFriday=0, MoveMonday=1, MoveNothing=2 };
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/**
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* Standard constructor
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*/
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MyMoneySchedule();
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/**
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* Constructor for initialising the object.
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*
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* Please note that the optional fields are not set and the transaction
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* MUST be set before it can be used.
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*
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* @a startDate is not used anymore and internally set to TQDate()
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*/
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MyMoneySchedule(const TQString& name, typeE type, occurenceE occurence, int occurenceMultiplier,
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paymentTypeE paymentType, const TQDate& startDate, const TQDate& endDate, bool fixed, bool autoEnter);
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MyMoneySchedule(const TQDomElement& node);
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MyMoneySchedule(const TQString& id, const MyMoneySchedule& right);
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/**
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* Standard destructor
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*/
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~MyMoneySchedule() {}
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/**
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* Simple get method that returns the occurence frequency.
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*
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* @return occurenceE The instance frequency.
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*/
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occurenceE occurence(void) const;
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/**
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* Simple get method that returns the occurence period
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* multiplier and occurence
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*
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* @return occurenceE The instance period
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*
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*/
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occurenceE occurencePeriod(void) const { return m_occurence; }
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/**
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* Simple get method that returns the occurence period multiplier.
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*
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* @return int The frequency multiplier
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*/
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int occurenceMultiplier(void) const { return m_occurenceMultiplier; }
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/**
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* Simple get method that returns the schedule type.
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*
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* @return typeE The instance type.
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*/
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typeE type(void) const { return m_type; }
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/**
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* Simple get method that returns the schedule startDate. If
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* the schedule has been executed once, the date of the first
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* execution is returned. Otherwise, the next due date is
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* returned.
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*
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* @return reference to TQDate containing the start date.
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*/
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const TQDate& startDate(void) const;
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/**
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* Simple get method that returns the schedule paymentType.
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*
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* @return paymentTypeE The instance paymentType.
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*/
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paymentTypeE paymentType(void) const { return m_paymentType; }
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/**
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* Simple get method that returns true if the schedule is fixed.
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*
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* @return bool To indicate whether the instance is fixed.
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*/
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bool isFixed(void) const { return m_fixed; }
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/**
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* Simple get method that returns true if the schedule will end
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* at some time.
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*
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* @return bool Indicates whether the instance will end.
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*/
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bool willEnd(void) const { return m_endDate.isValid(); }
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/**
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* Simple get method that returns the number of transactions remaining.
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*
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* @return int The number of transactions remaining for the instance.
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*/
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int transactionsRemaining(void) const;
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/**
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* Simple get method that returns the schedule end date.
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*
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* @return TQDate The end date for the instance.
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*/
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const TQDate& endDate(void) const { return m_endDate; }
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/**
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* Simple get method that returns true if the transaction should be
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* automatically entered into the register.
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*
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* @return bool Indicates whether the instance will be automatically entered.
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*/
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bool autoEnter(void) const { return m_autoEnter; }
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/**
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* Simple get method that returns the transaction data for the schedule.
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*
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* @return MyMoneyTransaction The transaction data for the instance.
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*/
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const MyMoneyTransaction& transaction(void) const { return m_transaction; }
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/**
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* Simple method that returns the schedules last payment. If the
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* schedule has never been executed, TQDate() will be returned.
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*
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* @return TQDate The last payment for the schedule.
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*/
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const TQDate& lastPayment(void) const { return m_lastPayment; }
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/**
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* Simple method that returns the next due date for the schedule.
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*
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* @return reference to TQDate containing the next due date.
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*
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* @note The date returned can represent a value that is past
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* a possible end of the schedule. Make sure to consider
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* the return value of isFinished() when using the value returned.
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*/
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const TQDate& nextDueDate(void) const;
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/**
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* This method adjusts returns the next due date adjusted
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* according to the rules specified by the schedule's weekend option.
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*
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* @return TQDate containing the adjusted next due date. If the
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* schedule is finished (@sa isFinished()) then the method
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* returns an invalid TQDate.
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*
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* @sa weekendOption()
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* @sa adjustedDate()
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*/
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TQDate adjustedNextDueDate(void) const;
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/**
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* This method adjusts returns the date adjusted according to the
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* rules specified by the schedule's weekend option.
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*
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* @return TQDate containing the adjusted date.
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*/
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TQDate adjustedDate(TQDate date, weekendOptionE option) const;
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/**
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* Get the weekendOption that determines how the schedule check code
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* will enter transactions that occur on a weekend.
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*
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* This not used by MyMoneySchedule but by the support code.
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**/
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weekendOptionE weekendOption(void) const { return m_weekendOption; }
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/**
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* Simple method that sets the frequency for the schedule.
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*
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* @param occ The new occurence (frequency).
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* @return none
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*/
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void setOccurence(occurenceE occ);
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/**
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* Simple method that sets the schedule period
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*
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* @param occ The new occurence period (frequency)
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* @return none
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*/
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void setOccurencePeriod(occurenceE occ);
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/**
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* Simple method that sets the frequency multiplier for the schedule.
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*
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* @param occmultiplier The new occurence (frequency) multiplier.
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* @return none
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*/
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void setOccurenceMultiplier(int occmultiplier);
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/**
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* Simple method that sets the type for the schedule.
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*
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* @param type The new type.
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* @return none
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*/
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void setType(typeE type);
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/**
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* Simple method that sets the start date for the schedule.
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*
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* @param date The new start date.
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* @return none
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*/
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void setStartDate(const TQDate& date);
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/**
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* Simple method that sets the payment type for the schedule.
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*
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* @param type The new payment type.
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* @return none
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*/
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void setPaymentType(paymentTypeE type);
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/**
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* Simple method to set whether the schedule is fixed or not.
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*
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* @param fixed boolean to indicate whether the instance is fixed.
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* @return none
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*/
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void setFixed(bool fixed);
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/**
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* Simple method that sets the transaction for the schedule.
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* The transaction must have a valid postDate set, otherwise
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* it will not be accepted.
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*
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* @param transaction The new transaction.
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* @return none
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*/
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void setTransaction(const MyMoneyTransaction& transaction);
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/**
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* Simple set method to set the end date for the schedule.
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*
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* @param date The new end date.
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* @return none
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*/
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void setEndDate(const TQDate& date);
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/**
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* Simple set method to set whether this transaction should be automatically
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* entered into the journal whenever it is due.
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*
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* @param autoenter boolean to indicate whether we need to automatically
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* enter the transaction.
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* @return none
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*/
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void setAutoEnter(bool autoenter);
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/**
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* Simple set method to set the schedule's next payment date.
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*
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* @param date The next payment date.
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* @return none
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*/
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void setNextDueDate(const TQDate& date);
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/**
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* Simple set method to set the schedule's last payment. If
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* this method is called for the first time on the object,
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* the @a m_startDate member will be set to @a date as well.
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*
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* This method should be called whenever a schedule is entered or skipped.
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*
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* @param date The last payment date.
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* @return none
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*/
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void setLastPayment(const TQDate& date);
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/**
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* Set the weekendOption that determines how the schedule check code
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* will enter transactions that occur on a weekend. The following values
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* are valid:
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*
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* - MoveNothing: don't modify date
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* - MoveFriday: modify the date to the previous friday
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* - MoveMonday: modify the date to the following monday
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*
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* If an invalid option is given, the option is set to MoveNothing.
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*
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* @param option See list in description
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* @return none
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*
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* @note This not used by MyMoneySchedule but by the support code.
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**/
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void setWeekendOption(const weekendOptionE option);
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/**
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* Validates the schedule instance.
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*
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* Makes sure the paymentType matches the type and that the required
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* fields have been set.
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*
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* @param id_check if @p true, the method will check for an empty id.
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* if @p false, this check is skipped. Default is @p true.
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*
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* @return If this method returns, all checks are passed. Otherwise,
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* it will throw a MyMoneyException object.
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*
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* @exception MyMoneyException with detailed error information is thrown
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* in case of failure of any check.
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*/
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void validate(bool id_check=true) const;
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/**
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* Calculates the date of the next payment adjusted according to the
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* rules specified by the schedule's weekend option.
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*
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* @param refDate The reference date from which the next payment
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* date will be calculated (defaults to current date)
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*
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* @return TQDate The adjusted date the next payment is due. This date is
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* always past @a refDate. In case of an error or if there
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* are no more payments then an empty/invalid TQDate() will
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* be returned.
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*/
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TQDate adjustedNextPayment(const TQDate& refDate = TQDate::currentDate()) const;
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/**
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* Calculates the date of the next payment.
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*
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* @param refDate The reference date from which the next payment
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* date will be calculated (defaults to current date)
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*
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* @return TQDate The date the next payment is due. This date is
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* always past @a refDate. In case of an error or
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* if there is no more payments then an empty/invalid TQDate()
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* will be returned.
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*/
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TQDate nextPayment(const TQDate& refDate = TQDate::currentDate()) const;
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/**
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* Calculates the dates of the payment over a certain period of time.
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*
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* An empty list is returned for no payments or error.
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*
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* @param startDate The start date for the range calculations
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* @param endDate The end date for the range calculations.
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* @return TQValueList<TQDate> The dates on which the payments are due.
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*/
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TQValueList<TQDate> paymentDates(const TQDate& startDate, const TQDate& endDate) const;
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/**
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* Returns the instances name
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*
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* @return The name
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*/
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const TQString& name(void) const { return m_name; }
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/**
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* Changes the instance name
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*
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* @param nm The new name
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* @return none
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*/
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void setName(const TQString& nm);
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bool operator ==(const MyMoneySchedule& right) const;
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bool operator !=(const MyMoneySchedule& right) const { return ! operator==(right); }
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bool operator <(const MyMoneySchedule& right) const;
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MyMoneyAccount account(int cnt = 1) const;
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MyMoneyAccount transferAccount(void) const { return account(2); };
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TQDate dateAfter(int transactions) const;
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bool isOverdue() const;
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bool isFinished() const;
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bool hasRecordedPayment(const TQDate&) const;
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void recordPayment(const TQDate&);
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TQValueList<TQDate> recordedPayments(void) const { return m_recordedPayments; }
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void writeXML(TQDomDocument& document, TQDomElement& parent) const;
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/**
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* This method checks if a reference to the given object exists. It returns,
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* a @p true if the object is referencing the one requested by the
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* parameter @p id. If it does not, this method returns @p false.
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*
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* @param id id of the object to be checked for references
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* @retval true This object references object with id @p id.
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* @retval false This object does not reference the object with id @p id.
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*/
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virtual bool hasReferenceTo(const TQString& id) const;
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/**
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* Returns the human-readable format of Schedule's occurence
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*
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* @return TQString representing the human readable format
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*/
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TQString occurenceToString() const;
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/**
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* This method is used to convert the occurence type from it's
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* internal representation into a human readable format.
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*
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* @param type numerical representation of the MyMoneySchedule
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* occurence type
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*
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* @return TQString representing the human readable format
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*/
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static TQString occurenceToString(occurenceE type);
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/**
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* This method is used to convert a multiplier and base occurence type
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* from it's internal representation into a human readable format.
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* When multiplier * occurence is equivalent to a simple occurence
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* the method returns the same as occurenceToString of the simple occurence
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*
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* @param mult occurence multiplier
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* @param type occurence period
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*
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* @return TQString representing the human readable format
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*/
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static TQString occurenceToString(int mult, occurenceE type);
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/**
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* This method is used to convert an occurence period from
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* it's internal representation into a human-readable format.
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*
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* @param type numerical representation of the MyMoneySchedule
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* occurence type
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*
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* @return TQString representing the human readable format
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*/
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static TQString occurencePeriodToString(occurenceE type);
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/**
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* This method is used to convert the payment type from it's
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* internal representation into a human readable format.
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*
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* @param paymentType numerical representation of the MyMoneySchedule
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* payment type
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*
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* @return TQString representing the human readable format
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*/
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static TQString paymentMethodToString(MyMoneySchedule::paymentTypeE paymentType);
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/**
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* This method is used to convert the schedule weekend option from it's
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* internal representation into a human readable format.
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*
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* @param weekendOption numerical representation of the MyMoneySchedule
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* weekend option
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*
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* @return TQString representing the human readable format
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*/
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static TQString weekendOptionToString(MyMoneySchedule::weekendOptionE weekendOption);
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/**
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* This method is used to convert the schedule type from it's
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* internal representation into a human readable format.
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*
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* @param type numerical representation of the MyMoneySchedule
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* schedule type
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*
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* @return TQString representing the human readable format
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*/
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static TQString scheduleTypeToString(MyMoneySchedule::typeE type);
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int variation(void) const;
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void setVariation(int var);
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/**
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*
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* Convert an occurence to the maximum number of events possible during a single
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* calendar year.
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* A fortnight is treated as 15 days.
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*
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* @param occurence The occurence
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*
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* @return int Number of days between events
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*/
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static int eventsPerYear(MyMoneySchedule::occurenceE occurence);
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/**
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*
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* Convert an occurence to the number of days between events
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* Treats a month as 30 days.
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* Treats a fortnight as 15 days.
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*
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* @param occurence The occurence
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*
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* @return int Number of days between events
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*/
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static int daysBetweenEvents(MyMoneySchedule::occurenceE occurence);
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/**
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* Helper method to convert simple occurence to compound occurence + multiplier
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*
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* @param multiplier Returned by reference. Adjusted multiplier
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* @param occurence Returned by reference. Occurence type
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*/
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static void simpleToCompoundOccurence(int& multiplier,occurenceE& occurence);
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|
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/**
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* Helper method to convert compound occurence + multiplier to simple occurence
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*
|
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* @param multiplier Returned by reference. Adjusted multiplier
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* @param occurence Returned by reference. Occurence type
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|
*/
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static void compoundToSimpleOccurence(int& multiplier,occurenceE& occurence);
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|
|
|
/**
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|
* This method is used to convert the occurence type from the
|
|
* human readable form into it's internal representation.
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|
*
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* @param text reference to TQString representing the human readable format
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* @return numerical representation of the occurence
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|
*/
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static MyMoneySchedule::occurenceE stringToOccurence(const TQString& text);
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private:
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|
/**
|
|
* This method forces the day of the passed @p date to
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* be the day of the start date of this schedule kept
|
|
* in m_startDate. It is internally used when calculating
|
|
* the payment dates over several periods.
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*
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|
* @param date reference to TQDate object to be checked and adjusted
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|
*/
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void fixDate(TQDate& date) const;
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|
|
/**
|
|
* Simple method that sets the transaction for the schedule.
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|
* The transaction must have a valid postDate set, otherwise
|
|
* it will not be accepted. This test is bypassed, if @a noDateCheck
|
|
* is set to true
|
|
*
|
|
* @param transaction The new transaction.
|
|
* @param noDateCheck if @a true, the date check is bypassed
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|
* @return none
|
|
*/
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void setTransaction(const MyMoneyTransaction& transaction, bool noDateCheck);
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|
|
|
/**
|
|
* This method adds a number of Half Months to the given Date.
|
|
* This is used for OCCUR_EVERYHALFMONTH occurences.
|
|
* The addition uses the following rules to add a half month:
|
|
* Day 1-13: add 15 days
|
|
* Day 14: add 15 days (except February: the last day of the month)
|
|
* Day 15: last day of the month
|
|
* Day 16-29 (not last day in February): subtract 15 days and add 1 month
|
|
* 30 and last day: 15th of next month
|
|
*
|
|
* This calculation pairs days 1 to 12 with 16 to 27.
|
|
* Day 15 is paired with the last day of every month.
|
|
* Repeated addition has issues in the following cases:
|
|
* - Days 13 to 14 are paired with 28 to 29 until addition hits the last day of February
|
|
* after which the (15,last) pair will be used.
|
|
* - Addition from Day 30 leads immediately to the (15th,last) day pair.
|
|
*
|
|
* @param date The date
|
|
* @param mult The number of half months to add. Default is 1.
|
|
*
|
|
* @return TQDate date with mult half months added
|
|
*/
|
|
TQDate addHalfMonths( TQDate date, int mult = 1 ) const;
|
|
|
|
private:
|
|
/// Its occurence
|
|
occurenceE m_occurence;
|
|
|
|
/// Its occurence multiplier
|
|
int m_occurenceMultiplier;
|
|
|
|
/// Its type
|
|
typeE m_type;
|
|
|
|
/// The date the schedule commences
|
|
TQDate m_startDate;
|
|
|
|
/// The payment type
|
|
paymentTypeE m_paymentType;
|
|
|
|
/// Can the amount vary
|
|
bool m_fixed;
|
|
|
|
/// The, possibly estimated, amount plus all other relevant details
|
|
MyMoneyTransaction m_transaction;
|
|
|
|
/// The last transaction date if the schedule does end at a fixed date
|
|
TQDate m_endDate;
|
|
|
|
/// Enter the transaction into the register automatically
|
|
bool m_autoEnter;
|
|
|
|
/// Internal date used for calculations
|
|
TQDate m_lastPayment;
|
|
|
|
/// The name
|
|
TQString m_name;
|
|
|
|
/// The recorded payments
|
|
TQValueList<TQDate> m_recordedPayments;
|
|
|
|
/// The weekend option
|
|
weekendOptionE m_weekendOption;
|
|
};
|
|
#endif
|