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/***************************************************************************
querytable.h
-------------------
begin : Fri Jul 23 2004
copyright : (C) 2004-2005 by Ace Jones
(C) 2007 Sascha Pfau
email : acejones@users.sourceforge.net
MrPeacock@gmail.com
***************************************************************************/
/****************************************************************************
Contains code from the func_xirr and related methods of financial.cpp
- KOffice 1.6 by Sascha Pfau. Sascha agreed to relicense those methods under
GPLv2 or later.
*****************************************************************************/
/***************************************************************************
* *
* 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. *
* *
***************************************************************************/
#ifndef QUERYTABLE_H
#define QUERYTABLE_H
// ----------------------------------------------------------------------------
// QT Includes
#include <qstringlist.h>
// ----------------------------------------------------------------------------
// KDE Includes
// ----------------------------------------------------------------------------
// Project Includes
#include "../mymoney/mymoneyreport.h"
#include "listtable.h"
namespace reports {
class ReportAccount;
/**
* Calculates a query of information about the transaction database.
*
* This is a middle-layer class, between the UI and the engine. The
* MyMoneyReport class holds only the CONFIGURATION parameters. This
* class actually does the work of retrieving the data from the engine
* and formatting it for the user.
*
* @author Ace Jones
*
* @short
**/
class QueryTable : public ListTable
{
public:
QueryTable(const MyMoneyReport&);
void init(void);
protected:
void constructAccountTable(void);
void constructTransactionTable(void);
void constructPerformanceRow( const ReportAccount& account, TableRow& result ) const;
void constructSplitsTable(void);
};
//
// Cash Flow analysis tools for investment reports
//
class CashFlowListItem
{
public:
CashFlowListItem(void) {}
CashFlowListItem( const QDate& _date, const MyMoneyMoney& _value ): m_date(_date), m_value(_value) {}
bool operator<( const CashFlowListItem _second ) const { return m_date < _second.m_date; }
bool operator<=( const CashFlowListItem _second ) const { return m_date <= _second.m_date; }
bool operator>( const CashFlowListItem _second ) const { return m_date > _second.m_date; }
const QDate& date( void ) const { return m_date; }
const MyMoneyMoney& value( void ) const { return m_value; }
MyMoneyMoney NPV( double _rate ) const;
static void setToday( const QDate& _today ) { m_sToday = _today; }
const QDate& today( void ) const { return m_sToday; }
private:
QDate m_date;
MyMoneyMoney m_value;
static QDate m_sToday;
};
class CashFlowList: public QValueList<CashFlowListItem>
{
public:
CashFlowList(void) {}
MyMoneyMoney NPV(double rate) const;
double IRR(void) const;
MyMoneyMoney total(void) const;
void dumpDebug(void) const;
/**
* Function: XIRR
*
* Compute the internal rate of return for a non-periodic series of cash flows.
*
* XIRR ( Values; Dates; [ Guess = 0.1 ] )
**/
double calculateXIRR ( void ) const;
protected:
CashFlowListItem mostRecent(void) const;
private:
/**
* helper: xirrResult
*
* args[0] = values
* args[1] = dates
**/
double xirrResult ( double& rate ) const;
/**
*
* helper: xirrResultDerive
*
* args[0] = values
* args[1] = dates
**/
double xirrResultDerive ( double& rate ) const;
};
}
#endif // QUERYREPORT_H
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