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kmymoney/kmymoney2/dialogs/knewinvestmentwizard.cpp

315 lines
12 KiB

/***************************************************************************
knewinvestmentwizard - description
-------------------
begin : Sat Dec 4 2004
copyright : (C) 2004 by Thomas Baumgart
email : kmymoney2-developer@lists.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. *
* *
***************************************************************************/
// ----------------------------------------------------------------------------
// QT Includes
#include <tqcheckbox.h>
#include <tqlabel.h>
// ----------------------------------------------------------------------------
// KDE Includes
#include <kpushbutton.h>
#include <kcombobox.h>
#include <kurlrequester.h>
#include <klocale.h>
#include <kapplication.h>
#include <kmessagebox.h>
// ----------------------------------------------------------------------------
// Project Includes
#include "knewinvestmentwizard.h"
#include <kmymoney/kmymoneylineedit.h>
#include <kmymoney/kmymoneyedit.h>
#include <kmymoney/mymoneysecurity.h>
#include <kmymoney/mymoneyfile.h>
#include <kmymoney/kmymoneycombo.h>
#include "../widgets/kmymoneycurrencyselector.h"
#include "../converter/webpricequote.h"
#include "../kmymoneyutils.h"
KNewInvestmentWizard::KNewInvestmentWizard( TQWidget *parent, const char *name ) :
KNewInvestmentWizardDecl( parent, name )
{
init1();
slotCheckPage(TQString());
m_investmentSymbol->setFocus();
connect(m_investmentSymbol, TQT_SIGNAL(lineChanged(const TQString&)), this, TQT_SLOT(slotCheckForExistingSymbol(const TQString&)));
}
KNewInvestmentWizard::KNewInvestmentWizard( const MyMoneyAccount& acc, TQWidget *parent, const char *name ) :
KNewInvestmentWizardDecl( parent, name ),
m_account(acc)
{
setCaption(i18n("Investment detail wizard"));
init1();
// load the widgets with the data
setName(m_account.name());
m_security = MyMoneyFile::instance()->security(m_account.currencyId());
init2();
int priceMode = 0;
if(!m_account.value("priceMode").isEmpty())
priceMode = m_account.value("priceMode").toInt();
m_priceMode->setCurrentItem(priceMode);
}
KNewInvestmentWizard::KNewInvestmentWizard( const MyMoneySecurity& security, TQWidget *parent, const char *name ) :
KNewInvestmentWizardDecl( parent, name ),
m_security(security)
{
setCaption(i18n("Security detail wizard"));
init1();
m_createAccount = false;
// load the widgets with the data
setName(security.name());
init2();
// no chance to change the price mode here
m_priceMode->setCurrentItem(0);
m_priceMode->setEnabled(false);
}
void KNewInvestmentWizard::init1(void)
{
m_onlineSourceCombo->insertStringList( WebPriceQuote::quoteSources() );
m_onlineFactor->setValue(MyMoneyMoney(1,1));
m_onlineFactor->setPrecision(4);
m_fraction->setPrecision(0);
m_fraction->setValue(MyMoneyMoney(100, 1));
kMyMoneyMoneyValidator* fractionValidator = new kMyMoneyMoneyValidator(1, 100000, 0, TQT_TQOBJECT(this));
m_fraction->setValidator(fractionValidator);
// load the price mode combo
m_priceMode->insertItem(i18n("default price mode", "<default>"), 0);
m_priceMode->insertItem(i18n("Price per share"), 1);
m_priceMode->insertItem(i18n("Total for all shares"), 2);
// load the widget with the available currencies
m_tradingCurrencyEdit->update(TQString());
connect(helpButton(),TQT_SIGNAL(clicked()), this, TQT_SLOT(slotHelp(void)));
connect(m_investmentName, TQT_SIGNAL(textChanged(const TQString&)), this, TQT_SLOT(slotCheckPage(void)));
connect(m_investmentSymbol, TQT_SIGNAL(textChanged(const TQString&)), this, TQT_SLOT(slotCheckPage(void)));
connect(m_fraction, TQT_SIGNAL(textChanged(const TQString&)), this, TQT_SLOT(slotCheckPage(void)));
connect(m_investmentIdentification, TQT_SIGNAL(textChanged(const TQString&)), this, TQT_SLOT(slotCheckPage(void)));
connect(m_onlineFactor, TQT_SIGNAL(textChanged(const TQString&)), this, TQT_SLOT(slotCheckPage(void)));
connect(m_onlineSourceCombo, TQT_SIGNAL(activated(const TQString&)), this, TQT_SLOT(slotCheckPage(const TQString&)));
connect(m_useFinanceQuote, TQT_SIGNAL(toggled(bool)), this, TQT_SLOT(slotSourceChanged(bool)));
m_createAccount = true;
// Update label in case of edit
if(!m_account.id().isEmpty()) {
m_introLabel->setText(i18n("This wizard allows you to modify the selected investment."));
}
if(!m_security.id().isEmpty()) {
m_introLabel->setText(i18n("This wizard allows you to modify the selected security."));
}
}
void KNewInvestmentWizard::init2(void)
{
MyMoneySecurity tradingCurrency = MyMoneyFile::instance()->currency(m_security.tradingCurrency());
m_investmentSymbol->setText(m_security.tradingSymbol());
m_tradingMarket->setCurrentText(m_security.tradingMarket());
m_fraction->setValue(MyMoneyMoney(m_security.smallestAccountFraction(), 1));
m_tradingCurrencyEdit->setSecurity(tradingCurrency);
if (m_security.value("kmm-online-quote-system") == "Finance::Quote") {
FinanceQuoteProcess p;
m_useFinanceQuote->setChecked(true);
m_onlineSourceCombo->setCurrentText(p.niceName(m_security.value("kmm-online-source")));
} else {
m_onlineSourceCombo->setCurrentText(m_security.value("kmm-online-source"));
}
if(!m_security.value("kmm-online-factor").isEmpty())
m_onlineFactor->setValue(MyMoneyMoney(m_security.value("kmm-online-factor")));
m_investmentIdentification->setText(m_security.value("kmm-security-id"));
m_securityType->setCurrentText(KMyMoneyUtils::securityTypeToString(m_security.securityType()));
slotCheckPage(m_security.value("kmm-online-source"));
}
KNewInvestmentWizard::~KNewInvestmentWizard()
{
}
void KNewInvestmentWizard::setName(const TQString& name)
{
m_investmentName->setText(name);
}
void KNewInvestmentWizard::next(void)
{
KNewInvestmentWizardDecl::next();
slotCheckPage();
}
void KNewInvestmentWizard::slotCheckForExistingSymbol(const TQString& symbol)
{
if(m_investmentName->text().isEmpty()) {
TQValueList<MyMoneySecurity> list = MyMoneyFile::instance()->securityList();
TQValueList<MyMoneySecurity>::const_iterator it_s;
MyMoneySecurity::eSECURITYTYPE type = KMyMoneyUtils::stringToSecurity(m_securityType->currentText());
for(it_s = list.begin(); it_s != list.end(); ++it_s) {
if((*it_s).securityType() == type
&& (*it_s).tradingSymbol() == m_investmentSymbol->text()) {
m_security = MyMoneySecurity();
if(KMessageBox::questionYesNo(this, i18n("The selected symbol is already on file. Do you want to reuse the existing security?"), i18n("Security found")) == KMessageBox::Yes) {
m_security = *it_s;
init2();
m_investmentName->loadText(m_security.name());
}
break;
}
}
}
}
void KNewInvestmentWizard::slotSourceChanged(bool useFQ)
{
m_onlineSourceCombo->clear();
m_onlineSourceCombo->insertItem(TQString(), 0);
if (useFQ) {
m_onlineSourceCombo->insertStringList( WebPriceQuote::quoteSources( WebPriceQuote::FinanceQuote ) );
} else {
m_onlineSourceCombo->insertStringList( WebPriceQuote::quoteSources() );
}
}
void KNewInvestmentWizard::slotCheckPage(const TQString& txt)
{
m_onlineFactor->setEnabled(!txt.isEmpty());
}
void KNewInvestmentWizard::slotCheckPage(void)
{
if(currentPage() == m_investmentDetailsPage) {
setNextEnabled(m_investmentDetailsPage, false);
if(m_investmentName->text().length() > 0
&& m_investmentSymbol->text().length() > 0
&& !m_fraction->value().isZero()
) {
setNextEnabled(m_investmentDetailsPage, true);
}
} else if(currentPage() == m_onlineUpdatePage) {
setFinishEnabled(m_onlineUpdatePage, true);
if(m_onlineFactor->isEnabled() && m_onlineFactor->value().isZero())
setFinishEnabled(m_onlineUpdatePage, false);
}
}
void KNewInvestmentWizard::slotHelp(void)
{
kapp->invokeHelp("details.investments.newinvestmentwizard");
}
void KNewInvestmentWizard::createObjects(const TQString& parentId)
{
MyMoneyFile* file = MyMoneyFile::instance();
TQValueList<MyMoneySecurity> list = MyMoneyFile::instance()->securityList();
TQValueList<MyMoneySecurity>::ConstIterator it;
MyMoneySecurity::eSECURITYTYPE type = KMyMoneyUtils::stringToSecurity(m_securityType->currentText());
MyMoneyFileTransaction ft;
try {
// update all relevant attributes only, if we create a stock
// account and the security is unknown or we modifiy the security
MyMoneySecurity newSecurity(m_security);
newSecurity.setName(m_investmentName->text());
newSecurity.setTradingSymbol(m_investmentSymbol->text());
newSecurity.setTradingMarket(m_tradingMarket->currentText());
newSecurity.setSmallestAccountFraction(m_fraction->value());
newSecurity.setTradingCurrency(m_tradingCurrencyEdit->security().id());
newSecurity.setSecurityType(type);
newSecurity.deletePair("kmm-online-source");
newSecurity.deletePair("kmm-online-quote-system");
newSecurity.deletePair("kmm-online-factor");
newSecurity.deletePair("kmm-security-id");
if(!m_onlineSourceCombo->currentText().isEmpty()) {
if (m_useFinanceQuote->isChecked()) {
FinanceQuoteProcess p;
newSecurity.setValue("kmm-online-quote-system", "Finance::Quote");
newSecurity.setValue("kmm-online-source", p.crypticName(m_onlineSourceCombo->currentText()));
}else{
newSecurity.setValue("kmm-online-source", m_onlineSourceCombo->currentText());
}
}
if(m_onlineFactor->isEnabled() && (m_onlineFactor->value() != MyMoneyMoney(1,1)))
newSecurity.setValue("kmm-online-factor", m_onlineFactor->value().toString());
if(!m_investmentIdentification->text().isEmpty())
newSecurity.setValue("kmm-security-id", m_investmentIdentification->text());
if(m_security.id().isEmpty() || newSecurity != m_security) {
m_security = newSecurity;
// add or update it
if(m_security.id().isEmpty()) {
file->addSecurity(m_security);
} else {
file->modifySecurity(m_security);
}
}
if(m_createAccount) {
// now that the security exists, we can add the account to store it
m_account.setName(m_investmentName->text());
if(m_account.accountType() == MyMoneyAccount::UnknownAccountType)
m_account.setAccountType(MyMoneyAccount::Stock);
m_account.setCurrencyId(m_security.id());
switch(m_priceMode->currentItem()) {
case 0:
m_account.deletePair("priceMode");
break;
case 1:
case 2:
m_account.setValue("priceMode", TQString("%1").arg(m_priceMode->currentItem()));
break;
}
if(m_account.id().isEmpty()) {
MyMoneyAccount parent = file->account(parentId);
file->addAccount(m_account, parent);
} else
file->modifyAccount(m_account);
}
ft.commit();
} catch(MyMoneyException* e) {
KMessageBox::detailedSorry(0, i18n("Unable to create all objects for the investment"), TQString("%1 caugt in %2:%3").arg(e->what()).arg(e->file()).arg(e->line()));
delete e;
}
}
#include "knewinvestmentwizard.moc"