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Diffstat (limited to 'kmymoney2/widgets/kmymoneyaccounttreeforecast.cpp')
| -rw-r--r-- | kmymoney2/widgets/kmymoneyaccounttreeforecast.cpp | 401 |
1 files changed, 401 insertions, 0 deletions
diff --git a/kmymoney2/widgets/kmymoneyaccounttreeforecast.cpp b/kmymoney2/widgets/kmymoneyaccounttreeforecast.cpp new file mode 100644 index 0000000..0da5194 --- /dev/null +++ b/kmymoney2/widgets/kmymoneyaccounttreeforecast.cpp @@ -0,0 +1,401 @@ +/*************************************************************************** + 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. * + * * + ***************************************************************************/ + +// ---------------------------------------------------------------------------- +// KDE Includes +#include <klocale.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(QWidget* parent, const char* name) : + KMyMoneyAccountTreeBase::KMyMoneyAccountTreeBase(parent, name) +{ + setResizeMode(QListView::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(QDate::currentDate() < forecast.beginForecastDate()) { + daysToBeginDay = QDate::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); + QString 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, Qt::AlignRight); + } + +} + +void KMyMoneyAccountTreeForecast::showDetailed(MyMoneyForecast& forecast) +{ + //add cycle interval columns + addColumn(i18n("Current"), -1); + + for(int i = 1; i <= forecast.forecastDays(); ++i) { + QDate forecastDate = QDate::currentDate().addDays(i); + QString columnName = KGlobal::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, Qt::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(QDate::currentDate() < forecast.beginForecastDate()) { + daysToBeginDay = QDate::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, Qt::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, Qt::AlignRight); + addColumn(i18n("Max Date %1").arg(i), -1); + } + int col = addColumn(i18n("Average"), -1); + setColumnAlignment(col, Qt::AlignRight); +} + +void KMyMoneyAccountTreeForecast::showBudget(MyMoneyForecast& forecast) +{ + QDate forecastStartDate = forecast.forecastStartDate(); + QDate forecastEndDate = forecast.forecastEndDate(); + + //add cycle interval columns + QDate f_date = forecastStartDate; + for(; f_date <= forecastEndDate; f_date = f_date.addMonths(1)) { + QString columnName = QDate::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, Qt::AlignRight); + } +} + +void KMyMoneyAccountTreeForecast::slotSelectObject(const QListViewItem* i) +{ + emit selectObject(MyMoneyInstitution()); + emit selectObject(MyMoneyAccount()); + + const KMyMoneyAccountTreeBaseItem* item = dynamic_cast<const KMyMoneyAccountTreeBaseItem*>(i); + if(item) { + emit openObject(item->itemObject()); + } +} + +KMyMoneyAccountTreeForecastItem::KMyMoneyAccountTreeForecastItem(KListView *parent, const MyMoneyAccount& account, const MyMoneyForecast &forecast, const MyMoneySecurity& security, const QString& name) : + KMyMoneyAccountTreeBaseItem(parent, account, security, name), + m_forecast(forecast) +{ + updateAccount(true); + +} + +KMyMoneyAccountTreeForecastItem::KMyMoneyAccountTreeForecastItem(KMyMoneyAccountTreeForecastItem *parent, const MyMoneyAccount& account, const MyMoneyForecast& forecast, const QValueList<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(QDate::currentDate() < m_forecast.beginForecastDate()) { + daysToBeginDay = QDate::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 + QDate summaryDate = QDate::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(QDate summaryDate = QDate::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() +{ + QString amount; + QString 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(QDate forecastDate = QDate::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 + QDate 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, QDate 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" |