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kmymoney/kmymoney2/widgets/kmymoneyaccounttreeforecast...

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