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kmymoney/kmymoney2/views/kforecastview.cpp

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;
TDEConfig *config = TDEGlobal::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->setSizePolicy( 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
TDEConfig *config = TDEGlobal::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\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
msg += i18n("The balance of %2 is below the minimum balance %3 today.").arg(acc.name()).arg(minBalance.formatMoney(acc, currency));
msg += TQString("</font>");
break;
default:
msg = TQString("<font color=\"%1\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
msg += i18n("The balance of %1 will drop below the minimum balance %2 in %3 days.").arg(acc.name()).arg(minBalance.formatMoney(acc, currency)).arg(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\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
msg += i18n("The balance of %1 is below %2 today.").arg(acc.name()).arg(MyMoneyMoney().formatMoney(acc, currency));
msg += TQString("</font>");
break;
}
if(acc.accountGroup() == MyMoneyAccount::Liability) {
msg = i18n("The balance of %1 is above %2 today.").arg(acc.name()).arg(MyMoneyMoney().formatMoney(acc, currency));
break;
}
break;
default:
if(acc.accountGroup() == MyMoneyAccount::Asset) {
msg = TQString("<font color=\"%1\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
msg += i18n("The balance of %1 will drop below %2 in %3 days.").arg(acc.name()).arg(MyMoneyMoney().formatMoney(acc, currency)).arg(dropZero);
msg += TQString("</font>");
break;
}
if(acc.accountGroup() == MyMoneyAccount::Liability) {
msg = i18n("The balance of %1 will raise above %2 in %3 days.").arg(acc.name()).arg(MyMoneyMoney().formatMoney(acc, currency)).arg(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\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
msg += i18n("The account %1 is decreasing %2 per cycle.").arg(acc.name()).arg(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::currentDate() < forecast.beginForecastDate()) {
daysToBeginDay = TQDate::currentDate().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").arg(i), -1);
m_advancedList->setColumnAlignment(col, TQt::AlignRight);
m_advancedList->addColumn(i18n("Min Date %1").arg(i), -1);
}
for(int i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) {
int col = m_advancedList->addColumn(i18n("Max Bal %1").arg(i), -1);
m_advancedList->setColumnAlignment(col, TQt::AlignRight);
m_advancedList->addColumn(i18n("Max Date %1").arg(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 = TDEGlobal::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 = TDEGlobal::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::currentDate().year()-1, 12, 31);
TQDate historyStartDate = historyEndDate.addDays(-m_accountsCycle->value() * m_forecastCycles->value());
TQDate forecastStartDate = TQDate(TQDate::currentDate().year(), 1, 1);
TQDate forecastEndDate = TQDate::currentDate().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::currentDate(),TQDate::currentDate().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"