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kmymoney/kmymoney2/mymoney/mymoneyscheduled.h

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