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402 lines
13 KiB
402 lines
13 KiB
/***************************************************************************
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kmymoneyaccounttreeforecast.cpp
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-------------------
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begin : Fri Aug 01 2008
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copyright : (C) 2008 by Alvaro Soliverez
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email : asoliverez@gmail.com
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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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// ----------------------------------------------------------------------------
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// KDE Includes
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#include <klocale.h>
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// ----------------------------------------------------------------------------
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// Project Includes
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#include <kmymoney/mymoneyfile.h>
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#include <kmymoneyaccounttreeforecast.h>
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#include "../kmymoney2.h"
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#include "../kmymoneyglobalsettings.h"
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#include "../mymoney/mymoneyforecast.h"
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#include "../reports/reportaccount.h"
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using namespace reports;
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KMyMoneyAccountTreeForecast::KMyMoneyAccountTreeForecast(TQWidget* parent, const char* name) :
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KMyMoneyAccountTreeBase::KMyMoneyAccountTreeBase(parent, name)
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{
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setResizeMode(TQListView::NoColumn);
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}
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void KMyMoneyAccountTreeForecast::showAccount( void )
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{
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addColumn(i18n("Account"));
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}
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void KMyMoneyAccountTreeForecast::clearColumns( void )
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{
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clear();
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while(columns() > 0) {
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removeColumn(0);
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}
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}
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void KMyMoneyAccountTreeForecast::showSummary(MyMoneyForecast& forecast)
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{
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int daysToBeginDay;
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//add cycle interval columns
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addColumn(i18n("Current"), -1);
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//if beginning of forecast is today, set the begin day to next cycle to avoid repeating the first cycle
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if(TQDate::currentDate() < forecast.beginForecastDate()) {
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daysToBeginDay = TQDate::currentDate().daysTo(forecast.beginForecastDate());
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} else {
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daysToBeginDay = forecast.accountsCycle();
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}
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for(int i = 0; ((i*forecast.accountsCycle())+daysToBeginDay) <= forecast.forecastDays(); ++i) {
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int intervalDays = ((i*forecast.accountsCycle())+daysToBeginDay);
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TQString columnName = i18n("%1 days").arg(intervalDays, 0, 10);
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addColumn(columnName, -1);
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}
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//add variation columns
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addColumn(i18n("Total variation"), -1);
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//align columns
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for(int i = 1; i < columns(); ++i) {
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setColumnAlignment(i, TQt::AlignRight);
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}
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}
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void KMyMoneyAccountTreeForecast::showDetailed(MyMoneyForecast& forecast)
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{
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//add cycle interval columns
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addColumn(i18n("Current"), -1);
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for(int i = 1; i <= forecast.forecastDays(); ++i) {
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TQDate forecastDate = TQDate::currentDate().addDays(i);
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TQString columnName = TDEGlobal::locale()->formatDate(forecastDate, true);
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addColumn(columnName, -1);
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}
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//add variation columns
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addColumn(i18n("Total variation"), -1);
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//align columns
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for(int i = 1; i < columns(); ++i) {
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setColumnAlignment(i, TQt::AlignRight);
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}
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}
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void KMyMoneyAccountTreeForecast::showAdvanced(MyMoneyForecast& forecast)
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{
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int daysToBeginDay;
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//if beginning of forecast is today, set the begin day to next cycle to avoid repeating the first cycle
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if(TQDate::currentDate() < forecast.beginForecastDate()) {
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daysToBeginDay = TQDate::currentDate().daysTo(forecast.beginForecastDate());
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} else {
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daysToBeginDay = forecast.accountsCycle();
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}
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//add columns
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for(int i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) {
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int col = addColumn(i18n("Min Bal %1").arg(i), -1);
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setColumnAlignment(col, TQt::AlignRight);
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addColumn(i18n("Min Date %1").arg(i), -1);
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}
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for(int i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) {
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int col = addColumn(i18n("Max Bal %1").arg(i), -1);
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setColumnAlignment(col, TQt::AlignRight);
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addColumn(i18n("Max Date %1").arg(i), -1);
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}
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int col = addColumn(i18n("Average"), -1);
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setColumnAlignment(col, TQt::AlignRight);
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}
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void KMyMoneyAccountTreeForecast::showBudget(MyMoneyForecast& forecast)
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{
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TQDate forecastStartDate = forecast.forecastStartDate();
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TQDate forecastEndDate = forecast.forecastEndDate();
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//add cycle interval columns
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TQDate f_date = forecastStartDate;
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for(; f_date <= forecastEndDate; f_date = f_date.addMonths(1)) {
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TQString columnName = TQDate::longMonthName(f_date.month());
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addColumn(columnName, -1);
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}
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//add total column
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addColumn(i18n("Total"), -1);
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//align columns
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for(int i = 1; i < columns(); ++i) {
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setColumnAlignment(i, TQt::AlignRight);
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}
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}
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void KMyMoneyAccountTreeForecast::slotSelectObject(const TQListViewItem* i)
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{
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emit selectObject(MyMoneyInstitution());
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emit selectObject(MyMoneyAccount());
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const KMyMoneyAccountTreeBaseItem* item = dynamic_cast<const KMyMoneyAccountTreeBaseItem*>(i);
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if(item) {
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emit openObject(item->itemObject());
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}
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}
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KMyMoneyAccountTreeForecastItem::KMyMoneyAccountTreeForecastItem(TDEListView *parent, const MyMoneyAccount& account, const MyMoneyForecast &forecast, const MyMoneySecurity& security, const TQString& name) :
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KMyMoneyAccountTreeBaseItem(parent, account, security, name),
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m_forecast(forecast)
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{
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updateAccount(true);
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}
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KMyMoneyAccountTreeForecastItem::KMyMoneyAccountTreeForecastItem(KMyMoneyAccountTreeForecastItem *parent, const MyMoneyAccount& account, const MyMoneyForecast& forecast, const TQValueList<MyMoneyPrice>& price, const MyMoneySecurity& security, const EForecastViewType forecastType) :
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KMyMoneyAccountTreeBaseItem(parent, account, price, security),
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m_forecast(forecast),
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m_forecastType(forecastType)
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{
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//setForecastViewType(forecastViewType);
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updateAccount(true);
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switch(forecastViewType())
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{
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case eSummary:
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updateSummary();
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break;
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case eDetailed:
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updateDetailed();
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break;
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case eBudget:
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updateBudget();
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break;
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default:
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break;
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}
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}
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KMyMoneyAccountTreeForecastItem::~KMyMoneyAccountTreeForecastItem()
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{
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}
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void KMyMoneyAccountTreeForecastItem::setForecast(const MyMoneyForecast& forecast)
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{
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m_forecast = forecast;
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updateAccount();
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}
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void KMyMoneyAccountTreeForecastItem::updateSummary()
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{
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MyMoneyMoney amountMM;
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int it_c = 1; // iterator for the columns of the listview
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MyMoneyFile* file = MyMoneyFile::instance();
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int daysToBeginDay;
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if(TQDate::currentDate() < m_forecast.beginForecastDate()) {
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daysToBeginDay = TQDate::currentDate().daysTo(m_forecast.beginForecastDate());
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} else {
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daysToBeginDay = m_forecast.accountsCycle();
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}
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MyMoneySecurity currency;
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if(m_account.isInvest()) {
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MyMoneySecurity underSecurity = file->security(m_account.currencyId());
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currency = file->security(underSecurity.tradingCurrency());
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} else {
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currency = file->security(m_account.currencyId());
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}
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//add current balance column
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TQDate summaryDate = TQDate::currentDate();
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amountMM = m_forecast.forecastBalance(m_account, summaryDate);
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//calculate the balance in base currency for the total row
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setAmount(it_c, amountMM);
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setValue(it_c, amountMM, summaryDate);
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showAmount(it_c, amountMM, currency);
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it_c++;
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//iterate through all other columns
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for(TQDate summaryDate = TQDate::currentDate().addDays(daysToBeginDay); summaryDate <= m_forecast.forecastEndDate();summaryDate = summaryDate.addDays(m_forecast.accountsCycle()), ++it_c) {
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amountMM = m_forecast.forecastBalance(m_account, summaryDate);
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//calculate the balance in base currency for the total row
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setAmount(it_c, amountMM);
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setValue(it_c, amountMM, summaryDate);
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showAmount(it_c, amountMM, currency);
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}
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//calculate and add variation per cycle
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setNegative(m_forecast.accountTotalVariation(m_account).isNegative());
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setAmount(it_c, m_forecast.accountTotalVariation(m_account));
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setValue(it_c, m_forecast.accountTotalVariation(m_account), m_forecast.forecastEndDate());
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showAmount(it_c, m_forecast.accountTotalVariation(m_account), currency);
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}
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void KMyMoneyAccountTreeForecastItem::updateDetailed()
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{
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TQString amount;
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TQString vAmount;
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MyMoneyMoney vAmountMM;
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MyMoneyFile* file = MyMoneyFile::instance();
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MyMoneySecurity currency;
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if(m_account.isInvest()) {
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MyMoneySecurity underSecurity = file->security(m_account.currencyId());
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currency = file->security(underSecurity.tradingCurrency());
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} else {
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currency = file->security(m_account.currencyId());
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}
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int it_c = 1; // iterator for the columns of the listview
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for(TQDate forecastDate = TQDate::currentDate(); forecastDate <= m_forecast.forecastEndDate(); ++it_c, forecastDate = forecastDate.addDays(1)) {
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MyMoneyMoney amountMM = m_forecast.forecastBalance(m_account, forecastDate);
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//calculate the balance in base currency for the total row
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setAmount(it_c, amountMM);
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setValue(it_c, amountMM, forecastDate);
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showAmount(it_c, amountMM, currency);
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}
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//calculate and add variation per cycle
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vAmountMM = m_forecast.accountTotalVariation(m_account);
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setAmount(it_c, vAmountMM);
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setValue(it_c, vAmountMM, m_forecast.forecastEndDate());
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showAmount(it_c, vAmountMM, currency);
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}
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void KMyMoneyAccountTreeForecastItem::updateBudget()
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{
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MyMoneySecurity currency;
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MyMoneyMoney tAmountMM;
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MyMoneyFile* file = MyMoneyFile::instance();
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int it_c = 1; // iterator for the columns of the listview
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TQDate forecastDate = m_forecast.forecastStartDate();
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if(m_account.isInvest()) {
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MyMoneySecurity underSecurity = file->security(m_account.currencyId());
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currency = file->security(underSecurity.tradingCurrency());
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} else {
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currency = file->security(m_account.currencyId());
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}
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//iterate columns
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for(; forecastDate <= m_forecast.forecastEndDate(); forecastDate = forecastDate.addMonths(1), ++it_c) {
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MyMoneyMoney amountMM;
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amountMM = m_forecast.forecastBalance(m_account,forecastDate);
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if(m_account.accountType() == MyMoneyAccount::Expense)
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amountMM = -amountMM;
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tAmountMM += amountMM;
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setAmount(it_c, amountMM);
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setValue(it_c, amountMM, forecastDate);
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showAmount(it_c, amountMM, currency);
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}
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//set total column
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setAmount(it_c, tAmountMM);
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setValue(it_c, tAmountMM, m_forecast.forecastEndDate());
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showAmount(it_c, tAmountMM, currency);
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}
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MyMoneyMoney KMyMoneyAccountTreeForecastItem::balance() const
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{
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return MyMoneyMoney();
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}
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void KMyMoneyAccountTreeForecastItem::showAmount(int column, const MyMoneyMoney amount, const MyMoneySecurity security)
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{
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setText(column, amount.formatMoney(m_account, security), amount.isNegative() );
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}
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void KMyMoneyAccountTreeForecastItem::adjustParentValue(int column, const MyMoneyMoney& value)
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{
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m_values[column] += value;
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m_values[column] = m_values[column].convert(listView()->baseCurrency().smallestAccountFraction());
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// if the entry has no children,
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// or it is the top entry
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// or it is currently not open
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// we need to display the value of it
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KMyMoneyAccountTreeForecast* lv = dynamic_cast<KMyMoneyAccountTreeForecast*>(listView());
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if(!lv)
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return;
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if(!firstChild() || !parent() || (!isOpen() && firstChild())
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|| depth() == 1 ) {
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if(firstChild())
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setText(column, " ");
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showAmount(column, m_values[column], listView()->baseCurrency());
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}
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// now make sure, the upstream accounts also get notified about the value change
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KMyMoneyAccountTreeForecastItem* p = dynamic_cast<KMyMoneyAccountTreeForecastItem*>(parent());
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if(p != 0) {
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p->adjustParentValue(column, value);
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}
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}
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void KMyMoneyAccountTreeForecastItem::setValue(int column, MyMoneyMoney amount, TQDate forecastDate)
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{
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KMyMoneyAccountTreeForecastItem* p = dynamic_cast<KMyMoneyAccountTreeForecastItem*>(parent());
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//calculate the balance in base currency for the total row
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if(m_account.currencyId() != listView()->baseCurrency().id()) {
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ReportAccount repAcc = ReportAccount(m_account.id());
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MyMoneyMoney curPrice = repAcc.baseCurrencyPrice(forecastDate);
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MyMoneyMoney baseAmountMM = amount * curPrice;
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m_values[column] = baseAmountMM.convert(listView()->baseCurrency().smallestAccountFraction());
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if(p != 0) {
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p->adjustParentValue(column, m_values[column]);
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}
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} else {
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m_values[column] += amount;
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if(p != 0) {
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p->adjustParentValue(column, amount);
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}
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}
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}
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void KMyMoneyAccountTreeForecastItem::setAmount(int column, MyMoneyMoney amount)
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{
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m_amounts[column] = amount;
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}
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void KMyMoneyAccountTreeForecastItem::setOpen(bool open)
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{
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if (open == isOpen())
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return;
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KMyMoneyAccountTreeBaseItem::setOpen(open);
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if(!open)
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{
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for(int i = 1; i < listView()->columns(); ++i)
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{
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showAmount(i, m_values[i], listView()->baseCurrency());
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}
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} else if (depth() > 1) {
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for(int i = 1; i < listView()->columns(); ++i)
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{
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showAmount(i, m_amounts[i], m_security);
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}
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}
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}
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#include "kmymoneyaccounttreeforecast.moc"
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