/*************************************************************************** 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(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(KListView *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"