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354 lines
12 KiB
354 lines
12 KiB
/***************************************************************************
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mymoneytransaction.h
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-------------------
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copyright : (C) 2000 by Michael Edwardes
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(C) 2002 by Thomas Baumgart
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email : mte@users.sourceforge.net
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ipwizard@users.sourceforge.net
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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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#ifndef MYMONEYTRANSACTION_H
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#define MYMONEYTRANSACTION_H
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#ifdef HAVE_CONFIG_H
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#include <config.h>
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#endif
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// ----------------------------------------------------------------------------
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// QT Includes
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#include <qstring.h>
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#include <qdatetime.h>
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#include <qptrlist.h>
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#include <qstringlist.h>
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// ----------------------------------------------------------------------------
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// Project Includes
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#include "mymoneyutils.h"
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#include "mymoneymoney.h"
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#include "mymoneykeyvaluecontainer.h"
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#include "mymoneysplit.h"
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#include <kmymoney/export.h>
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/**
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* This class represents a transaction within the MyMoneyEngine. A transaction
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* contains none, one or more splits of type MyMoneySplit. They are stored in
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* a QValueList<MyMoneySplit> within this object. A transaction containing only
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* a single split with an amount not equal to 0 is an unbalanced transaction. It
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* is tolerated by the engine, but in general not a good idea as it is financially
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* wrong.
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*/
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class KMYMONEY_EXPORT MyMoneyTransaction : public MyMoneyObject, public MyMoneyKeyValueContainer
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{
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public:
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MyMoneyTransaction();
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MyMoneyTransaction(const QString id,
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const MyMoneyTransaction& transaction);
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/**
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* @param node reference to QDomNode
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* @param forceId see MyMoneyObject(const QDomElement&, const bool)
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*/
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MyMoneyTransaction(const QDomElement& node, const bool forceId = true);
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~MyMoneyTransaction();
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public:
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friend QDataStream &operator<<(QDataStream &, MyMoneyTransaction &);
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friend QDataStream &operator>>(QDataStream &, MyMoneyTransaction &);
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// Simple get operations
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const QDate& entryDate(void) const { return m_entryDate; };
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const QDate& postDate(void) const { return m_postDate; };
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const QString& memo(void) const { return m_memo; };
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const QValueList<MyMoneySplit>& splits(void) const { return m_splits; };
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QValueList<MyMoneySplit>& splits(void) { return m_splits; };
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unsigned int splitCount(void) const { return m_splits.count(); };
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const QString& commodity(void) const { return m_commodity; };
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const QString& bankID(void) const /*__attribute__ ((deprecated))*/ { return m_bankID; };
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// Simple set operations
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void setPostDate(const QDate& date);
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void setEntryDate(const QDate& date);
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void setMemo(const QString& memo);
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void setCommodity(const QString& commodityId) { m_commodity = commodityId; };
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void setBankID(const QString& bankID) /*__attribute__ ((deprecated))*/ { m_bankID = bankID; };
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bool operator == (const MyMoneyTransaction&) const;
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inline bool operator != (const MyMoneyTransaction& r) const { return !(*this == r); };
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bool operator< (const MyMoneyTransaction& r) const { return postDate() < r.postDate(); };
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bool operator<= (const MyMoneyTransaction& r) const { return postDate() <= r.postDate(); };
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bool operator> (const MyMoneyTransaction& r) const { return postDate() > r.postDate(); };
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/**
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* This method is used to extract a split for a given accountId
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* from a transaction. A parameter controls, whether the accountId
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* should match or not. In case of 'not match', the first not-matching
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* split is returned.
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*
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* @param accountId the account to look for
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* @param match if true, the account Id must match
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* if false, the account Id must not match
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*
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* @return reference to split within the transaction is returned
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*/
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const MyMoneySplit& splitByAccount(const QString& accountId, const bool match = true) const;
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/**
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* This method is essentially the same as the previous method, except that
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* takes a list of accounts instead of just one.
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*
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* @param accountIds the list of accounts to look for
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* @param match if true, the account Id must match
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* if false, the account Id must not match
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*
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* @return reference to split within the transaction is returned
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*/
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const MyMoneySplit& splitByAccount(const QStringList& accountIds, const bool match = true) const;
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/**
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* This method is used to extract a split from a transaction.
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*
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* @param splitId the split to look for
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*
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* @return reference to split within the transaction is returned
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*/
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const MyMoneySplit& splitById(const QString& splitId) const;
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/**
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* This method is used to extract a split for a given payeeId
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* from a transaction.
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*
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* @param payeeId the payee to look for
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*
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* @return reference to split within the transaction is returned
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*/
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const MyMoneySplit& splitByPayee(const QString& payeeId) const;
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/**
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* This method is used to check if the given account is used
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* in any of the splits of this transation
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*
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* @param id account id that should be checked for usage
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*/
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bool accountReferenced(const QString& id) const;
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/**
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* This method is used to add a split to the transaction. The split
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* will be assigned an id. The id member must be empty and the
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* accountId member must be filled.
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*
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* @param split reference to the split that should be added
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*
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*/
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void addSplit(MyMoneySplit& split);
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/**
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* This method is used to modify a split in a transaction
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*/
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void modifySplit(MyMoneySplit& split);
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/**
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* This method is used to remove a split from a transaction
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*/
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void removeSplit(const MyMoneySplit& split);
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/**
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* This method is used to remove all splits from a transaction
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*/
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void removeSplits(void);
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/**
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* This method is used to return the sum of all splits of this transaction
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*
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* @return MyMoneyMoney value of sum of all splits
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*/
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const MyMoneyMoney splitSum(void) const;
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/**
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* This method returns information if the transaction
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* contains information of a loan payment or not.
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* Loan payment transactions have at least one
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* split that is identified with a MyMoneySplit::action() of type
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* MyMoneySplit::ActionAmortization.
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*
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* @retval false transaction is no loan payment transaction
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* @retval true transaction is a loan payment transaction
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*
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* @note Upon internal failures, the return value @p false will be used.
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*/
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bool isLoanPayment(void) const;
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/**
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* This method returns a const reference to the amortization split.
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* In case none is found, a reference to an empty split will be returned.
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*/
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const MyMoneySplit& amortizationSplit(void) const;
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/**
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* This method returns a const reference to the interest split.
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* In case none is found, a reference to an empty split will be returned.
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*/
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const MyMoneySplit& interestSplit(void) const;
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/**
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* This method is used to check if two transactions are identical.
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* Identical transactions have:
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*
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* - the same number of splits
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* - reference the same accounts
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* - have the same values in the splits
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* - have a postDate wihtin 3 days
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*
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* @param transaction reference to the transaction to be checked
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* against this transaction
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* @retval true transactions are identical
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* @retval false transactions are not identical
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*/
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bool isDuplicate(const MyMoneyTransaction& transaction) const;
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/**
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* returns @a true if this is a stock split transaction
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*/
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bool isStockSplit(void) const;
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/**
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* returns @a true if this is an imported transaction
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*/
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bool isImported(void) const;
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/**
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* Sets the imported state of this transaction to be the value of @a state .
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* @p state defaults to @p true.
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*/
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void setImported(bool state = true);
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/**
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* This static method returns the id which will be assigned to the
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* first split added to a transaction. This ID can be used to figure
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* out the split that references the account through which a transaction
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* was entered.
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*
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* @return QString with ID of the first split of transactions
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*/
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static const QString firstSplitID(void);
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void writeXML(QDomDocument& document, QDomElement& parent) const;
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/**
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* This method checks if a reference to the given object exists. It returns,
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* a @p true if the object is referencing the one requested by the
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* parameter @p id. If it does not, this method returns @p false.
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*
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* @param id id of the object to be checked for references
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* @retval true This object references object with id @p id.
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* @retval false This object does not reference the object with id @p id.
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*/
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virtual bool hasReferenceTo(const QString& id) const;
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/**
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* Checks whether any split contains an autocalc split.
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*
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* @retval true at least one split has an autocalc value
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* @retval false all splits have fixed values
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*/
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bool hasAutoCalcSplit(void) const;
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/**
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* Returns a signature consisting of the account ids and the
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* number of times they occur in the transaction if @a includeSplitCount
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* is @a true. The signature is independant from the order of splits.
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*
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* Example: Having splits referencing the account B, A and B, the returned
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* value will be "A-B" if @p includeSplitCount is @p false or A*1-B*2 if it
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* is @p true.
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*
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* The same result will be returned if the list of splits is A, B, B.
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*
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* @param includeSplitCount if @p true, the string @p *n with @p n being
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* the number of splits referencing this account. The default for
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* this parameter is @p false.
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*/
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QString accountSignature(bool includeSplitCount = false) const;
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QString uniqueSortKey(void) const;
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/**
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* This module implements an algorithm used by P.J. Weinberger
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* for fast hashing. Source: COMPILERS by Alfred V. Aho,
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* pages 435-437.
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*
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* It converts the string passed in @p txt into a non-unique
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* unsigned long integer value.
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*
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* @param txt the text to be hashed
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* @param h initial hash value (default 0)
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* @return non-unique hash value of the text @p txt
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*/
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static unsigned long hash(const QString& txt, unsigned long h = 0);
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private:
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/**
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* This method returns the next id to be used for a split
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*/
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const QString nextSplitID(void);
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private:
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static const int SPLIT_ID_SIZE = 4;
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/**
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* This member contains the date when the transaction was entered
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* into the engine
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*/
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QDate m_entryDate;
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/**
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* This member contains the date the transaction was posted
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*/
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QDate m_postDate;
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/**
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* This member keeps the memo text associated with this transaction
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*/
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QString m_memo;
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/**
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* This member contains the splits for this transaction
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*/
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QValueList<MyMoneySplit> m_splits;
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/**
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* This member keeps the unique numbers of splits within this
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* transaction. Upon creation of a MyMoneyTransaction object this
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* value will be set to 1.
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*/
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unsigned int m_nextSplitID;
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/**
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* This member keeps the base commodity (e.g. currency) for this transaction
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*/
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QString m_commodity;
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/**
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* This member keeps the bank's unique ID for the transaction, so we can
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* avoid duplicates. This is only used for electronic statement downloads.
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*
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* Note this is now deprecated! Bank ID's should be set on splits, not transactions.
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*/
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QString m_bankID;
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/** constants for unique sort key */
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static const int YEAR_SIZE = 4;
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static const int MONTH_SIZE = 2;
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static const int DAY_SIZE = 2;
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};
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#endif
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