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kmymoney/kmymoney2/mymoney/mymoneybudget.cpp

353 lines
11 KiB

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