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authortpearson <tpearson@283d02a7-25f6-0310-bc7c-ecb5cbfe19da>2011-07-04 22:38:03 +0000
committertpearson <tpearson@283d02a7-25f6-0310-bc7c-ecb5cbfe19da>2011-07-04 22:38:03 +0000
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tree99e72842fe687baea16376a147619b6048d7e441 /kmymoney2/mymoney/mymoneytransaction.h
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+/***************************************************************************
+ mymoneytransaction.h
+ -------------------
+ copyright : (C) 2000 by Michael Edwardes
+ (C) 2002 by Thomas Baumgart
+ email : mte@users.sourceforge.net
+ ipwizard@users.sourceforge.net
+ ***************************************************************************/
+
+/***************************************************************************
+ * *
+ * 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 MYMONEYTRANSACTION_H
+#define MYMONEYTRANSACTION_H
+
+#ifdef HAVE_CONFIG_H
+#include <config.h>
+#endif
+
+// ----------------------------------------------------------------------------
+// QT Includes
+
+#include <qstring.h>
+#include <qdatetime.h>
+#include <qptrlist.h>
+#include <qstringlist.h>
+
+// ----------------------------------------------------------------------------
+// Project Includes
+
+#include "mymoneyutils.h"
+#include "mymoneymoney.h"
+#include "mymoneykeyvaluecontainer.h"
+#include "mymoneysplit.h"
+#include <kmymoney/export.h>
+
+/**
+ * This class represents a transaction within the MyMoneyEngine. A transaction
+ * contains none, one or more splits of type MyMoneySplit. They are stored in
+ * a QValueList<MyMoneySplit> within this object. A transaction containing only
+ * a single split with an amount not equal to 0 is an unbalanced transaction. It
+ * is tolerated by the engine, but in general not a good idea as it is financially
+ * wrong.
+ */
+class KMYMONEY_EXPORT MyMoneyTransaction : public MyMoneyObject, public MyMoneyKeyValueContainer
+{
+public:
+ MyMoneyTransaction();
+ MyMoneyTransaction(const QString id,
+ const MyMoneyTransaction& transaction);
+ /**
+ * @param node reference to QDomNode
+ * @param forceId see MyMoneyObject(const QDomElement&, const bool)
+ */
+ MyMoneyTransaction(const QDomElement& node, const bool forceId = true);
+ ~MyMoneyTransaction();
+
+public:
+ friend QDataStream &operator<<(QDataStream &, MyMoneyTransaction &);
+ friend QDataStream &operator>>(QDataStream &, MyMoneyTransaction &);
+
+ // Simple get operations
+ const QDate& entryDate(void) const { return m_entryDate; };
+ const QDate& postDate(void) const { return m_postDate; };
+ const QString& memo(void) const { return m_memo; };
+ const QValueList<MyMoneySplit>& splits(void) const { return m_splits; };
+ QValueList<MyMoneySplit>& splits(void) { return m_splits; };
+ unsigned int splitCount(void) const { return m_splits.count(); };
+ const QString& commodity(void) const { return m_commodity; };
+ const QString& bankID(void) const /*__attribute__ ((deprecated))*/ { return m_bankID; };
+
+ // Simple set operations
+ void setPostDate(const QDate& date);
+ void setEntryDate(const QDate& date);
+ void setMemo(const QString& memo);
+ void setCommodity(const QString& commodityId) { m_commodity = commodityId; };
+ void setBankID(const QString& bankID) /*__attribute__ ((deprecated))*/ { m_bankID = bankID; };
+
+ bool operator == (const MyMoneyTransaction&) const;
+ inline bool operator != (const MyMoneyTransaction& r) const { return !(*this == r); };
+ bool operator< (const MyMoneyTransaction& r) const { return postDate() < r.postDate(); };
+ bool operator<= (const MyMoneyTransaction& r) const { return postDate() <= r.postDate(); };
+ bool operator> (const MyMoneyTransaction& r) const { return postDate() > r.postDate(); };
+
+ /**
+ * This method is used to extract a split for a given accountId
+ * from a transaction. A parameter controls, whether the accountId
+ * should match or not. In case of 'not match', the first not-matching
+ * split is returned.
+ *
+ * @param accountId the account to look for
+ * @param match if true, the account Id must match
+ * if false, the account Id must not match
+ *
+ * @return reference to split within the transaction is returned
+ */
+ const MyMoneySplit& splitByAccount(const QString& accountId, const bool match = true) const;
+
+ /**
+ * This method is essentially the same as the previous method, except that
+ * takes a list of accounts instead of just one.
+ *
+ * @param accountIds the list of accounts to look for
+ * @param match if true, the account Id must match
+ * if false, the account Id must not match
+ *
+ * @return reference to split within the transaction is returned
+ */
+ const MyMoneySplit& splitByAccount(const QStringList& accountIds, const bool match = true) const;
+
+ /**
+ * This method is used to extract a split from a transaction.
+ *
+ * @param splitId the split to look for
+ *
+ * @return reference to split within the transaction is returned
+ */
+ const MyMoneySplit& splitById(const QString& splitId) const;
+
+ /**
+ * This method is used to extract a split for a given payeeId
+ * from a transaction.
+ *
+ * @param payeeId the payee to look for
+ *
+ * @return reference to split within the transaction is returned
+ */
+ const MyMoneySplit& splitByPayee(const QString& payeeId) const;
+
+ /**
+ * This method is used to check if the given account is used
+ * in any of the splits of this transation
+ *
+ * @param id account id that should be checked for usage
+ */
+ bool accountReferenced(const QString& id) const;
+
+ /**
+ * This method is used to add a split to the transaction. The split
+ * will be assigned an id. The id member must be empty and the
+ * accountId member must be filled.
+ *
+ * @param split reference to the split that should be added
+ *
+ */
+ void addSplit(MyMoneySplit& split);
+
+ /**
+ * This method is used to modify a split in a transaction
+ */
+ void modifySplit(MyMoneySplit& split);
+
+ /**
+ * This method is used to remove a split from a transaction
+ */
+ void removeSplit(const MyMoneySplit& split);
+
+ /**
+ * This method is used to remove all splits from a transaction
+ */
+ void removeSplits(void);
+
+ /**
+ * This method is used to return the sum of all splits of this transaction
+ *
+ * @return MyMoneyMoney value of sum of all splits
+ */
+ const MyMoneyMoney splitSum(void) const;
+
+ /**
+ * This method returns information if the transaction
+ * contains information of a loan payment or not.
+ * Loan payment transactions have at least one
+ * split that is identified with a MyMoneySplit::action() of type
+ * MyMoneySplit::ActionAmortization.
+ *
+ * @retval false transaction is no loan payment transaction
+ * @retval true transaction is a loan payment transaction
+ *
+ * @note Upon internal failures, the return value @p false will be used.
+ */
+ bool isLoanPayment(void) const;
+
+ /**
+ * This method returns a const reference to the amortization split.
+ * In case none is found, a reference to an empty split will be returned.
+ */
+ const MyMoneySplit& amortizationSplit(void) const;
+
+ /**
+ * This method returns a const reference to the interest split.
+ * In case none is found, a reference to an empty split will be returned.
+ */
+ const MyMoneySplit& interestSplit(void) const;
+
+ /**
+ * This method is used to check if two transactions are identical.
+ * Identical transactions have:
+ *
+ * - the same number of splits
+ * - reference the same accounts
+ * - have the same values in the splits
+ * - have a postDate wihtin 3 days
+ *
+ * @param transaction reference to the transaction to be checked
+ * against this transaction
+ * @retval true transactions are identical
+ * @retval false transactions are not identical
+ */
+ bool isDuplicate(const MyMoneyTransaction& transaction) const;
+
+ /**
+ * returns @a true if this is a stock split transaction
+ */
+ bool isStockSplit(void) const;
+
+ /**
+ * returns @a true if this is an imported transaction
+ */
+ bool isImported(void) const;
+
+ /**
+ * Sets the imported state of this transaction to be the value of @a state .
+ * @p state defaults to @p true.
+ */
+ void setImported(bool state = true);
+
+ /**
+ * This static method returns the id which will be assigned to the
+ * first split added to a transaction. This ID can be used to figure
+ * out the split that references the account through which a transaction
+ * was entered.
+ *
+ * @return QString with ID of the first split of transactions
+ */
+ static const QString firstSplitID(void);
+
+ void writeXML(QDomDocument& document, QDomElement& parent) const;
+
+ /**
+ * This method checks if a reference to the given object exists. It returns,
+ * a @p true if the object is referencing the one requested by the
+ * parameter @p id. If it does not, this method returns @p false.
+ *
+ * @param id id of the object to be checked for references
+ * @retval true This object references object with id @p id.
+ * @retval false This object does not reference the object with id @p id.
+ */
+ virtual bool hasReferenceTo(const QString& id) const;
+
+ /**
+ * Checks whether any split contains an autocalc split.
+ *
+ * @retval true at least one split has an autocalc value
+ * @retval false all splits have fixed values
+ */
+ bool hasAutoCalcSplit(void) const;
+
+ /**
+ * Returns a signature consisting of the account ids and the
+ * number of times they occur in the transaction if @a includeSplitCount
+ * is @a true. The signature is independant from the order of splits.
+ *
+ * Example: Having splits referencing the account B, A and B, the returned
+ * value will be "A-B" if @p includeSplitCount is @p false or A*1-B*2 if it
+ * is @p true.
+ *
+ * The same result will be returned if the list of splits is A, B, B.
+ *
+ * @param includeSplitCount if @p true, the string @p *n with @p n being
+ * the number of splits referencing this account. The default for
+ * this parameter is @p false.
+ */
+ QString accountSignature(bool includeSplitCount = false) const;
+
+ QString uniqueSortKey(void) const;
+
+ /**
+ * This module implements an algorithm used by P.J. Weinberger
+ * for fast hashing. Source: COMPILERS by Alfred V. Aho,
+ * pages 435-437.
+ *
+ * It converts the string passed in @p txt into a non-unique
+ * unsigned long integer value.
+ *
+ * @param txt the text to be hashed
+ * @param h initial hash value (default 0)
+ * @return non-unique hash value of the text @p txt
+ */
+ static unsigned long hash(const QString& txt, unsigned long h = 0);
+
+private:
+ /**
+ * This method returns the next id to be used for a split
+ */
+ const QString nextSplitID(void);
+
+private:
+ static const int SPLIT_ID_SIZE = 4;
+
+ /**
+ * This member contains the date when the transaction was entered
+ * into the engine
+ */
+ QDate m_entryDate;
+
+ /**
+ * This member contains the date the transaction was posted
+ */
+ QDate m_postDate;
+
+ /**
+ * This member keeps the memo text associated with this transaction
+ */
+ QString m_memo;
+
+ /**
+ * This member contains the splits for this transaction
+ */
+ QValueList<MyMoneySplit> m_splits;
+
+ /**
+ * This member keeps the unique numbers of splits within this
+ * transaction. Upon creation of a MyMoneyTransaction object this
+ * value will be set to 1.
+ */
+ unsigned int m_nextSplitID;
+
+ /**
+ * This member keeps the base commodity (e.g. currency) for this transaction
+ */
+ QString m_commodity;
+
+ /**
+ * This member keeps the bank's unique ID for the transaction, so we can
+ * avoid duplicates. This is only used for electronic statement downloads.
+ *
+ * Note this is now deprecated! Bank ID's should be set on splits, not transactions.
+ */
+ QString m_bankID;
+
+ /** constants for unique sort key */
+ static const int YEAR_SIZE = 4;
+ static const int MONTH_SIZE = 2;
+ static const int DAY_SIZE = 2;
+};
+#endif