Ejemplo n.º 1
0
void KForecastView::updateSummary(QTreeWidgetItem *item)
{
  MyMoneyMoney amountMM;
  int it_c = 1; // iterator for the columns of the listview
  MyMoneyFile* file = MyMoneyFile::instance();
  int daysToBeginDay;

  MyMoneyForecast forecast = item->data(0, ForecastRole).value<MyMoneyForecast>();

  if (QDate::currentDate() < forecast.beginForecastDate()) {
    daysToBeginDay = QDate::currentDate().daysTo(forecast.beginForecastDate());
  } else {
    daysToBeginDay = forecast.accountsCycle();
  }

  MyMoneyAccount account = item->data(0, AccountRole).value<MyMoneyAccount>();
  MyMoneySecurity currency;
  if (account.isInvest()) {
    MyMoneySecurity underSecurity = file->security(account.currencyId());
    currency = file->security(underSecurity.tradingCurrency());
  } else {
    currency = file->security(account.currencyId());
  }


  //add current balance column
  QDate summaryDate = QDate::currentDate();
  amountMM = forecast.forecastBalance(account, summaryDate);

  //calculate the balance in base currency for the total row
  setAmount(item, it_c, amountMM);
  setValue(item, it_c, amountMM, summaryDate);
  showAmount(item, it_c, amountMM, currency);
  it_c++;

  //iterate through all other columns
  for (QDate summaryDate = QDate::currentDate().addDays(daysToBeginDay); summaryDate <= forecast.forecastEndDate(); summaryDate = summaryDate.addDays(forecast.accountsCycle()), ++it_c) {
    amountMM = forecast.forecastBalance(account, summaryDate);

    //calculate the balance in base currency for the total row
    setAmount(item, it_c, amountMM);
    setValue(item, it_c, amountMM, summaryDate);
    showAmount(item, it_c, amountMM, currency);
  }
  //calculate and add variation per cycle
  setNegative(item, forecast.accountTotalVariation(account).isNegative());
  setAmount(item, it_c, forecast.accountTotalVariation(account));
  setValue(item, it_c, forecast.accountTotalVariation(account), forecast.forecastEndDate());
  showAmount(item, it_c, forecast.accountTotalVariation(account), currency);
}
Ejemplo n.º 2
0
void KForecastView::updateBudget(QTreeWidgetItem *item)
{
  MyMoneySecurity currency;
  MyMoneyMoney tAmountMM;

  MyMoneyForecast forecast = item->data(0, ForecastRole).value<MyMoneyForecast>();

  MyMoneyFile* file = MyMoneyFile::instance();
  int it_c = 1; // iterator for the columns of the listview
  QDate forecastDate = forecast.forecastStartDate();

  MyMoneyAccount account = item->data(0, AccountRole).value<MyMoneyAccount>();

  if (account.isInvest()) {
    MyMoneySecurity underSecurity = file->security(account.currencyId());
    currency = file->security(underSecurity.tradingCurrency());
  } else {
    currency = file->security(account.currencyId());
  }

  //iterate columns
  for (; forecastDate <= forecast.forecastEndDate(); forecastDate = forecastDate.addMonths(1), ++it_c) {
    MyMoneyMoney amountMM;
    amountMM = forecast.forecastBalance(account, forecastDate);
    if (account.accountType() == MyMoneyAccount::Expense)
      amountMM = -amountMM;

    tAmountMM += amountMM;
    setAmount(item, it_c, amountMM);
    setValue(item, it_c, amountMM, forecastDate);
    showAmount(item, it_c, amountMM, currency);
  }

  //set total column
  setAmount(item, it_c, tAmountMM);
  setValue(item, it_c, tAmountMM, forecast.forecastEndDate());
  showAmount(item, it_c, tAmountMM, currency);
}
Ejemplo n.º 3
0
void KForecastView::updateDetailed(QTreeWidgetItem *item)
{
  QString amount;
  QString vAmount;
  MyMoneyMoney vAmountMM;
  MyMoneyFile* file = MyMoneyFile::instance();

  MyMoneyAccount account = item->data(0, AccountRole).value<MyMoneyAccount>();

  MyMoneySecurity currency;
  if (account.isInvest()) {
    MyMoneySecurity underSecurity = file->security(account.currencyId());
    currency = file->security(underSecurity.tradingCurrency());
  } else {
    currency = file->security(account.currencyId());
  }

  int it_c = 1; // iterator for the columns of the listview

  MyMoneyForecast forecast = item->data(0, ForecastRole).value<MyMoneyForecast>();

  for (QDate forecastDate = QDate::currentDate(); forecastDate <= forecast.forecastEndDate(); ++it_c, forecastDate = forecastDate.addDays(1)) {
    MyMoneyMoney amountMM = forecast.forecastBalance(account, forecastDate);

    //calculate the balance in base currency for the total row
    setAmount(item, it_c, amountMM);
    setValue(item, it_c, amountMM, forecastDate);
    showAmount(item, it_c, amountMM, currency);
  }

  //calculate and add variation per cycle
  vAmountMM = forecast.accountTotalVariation(account);
  setAmount(item, it_c, vAmountMM);
  setValue(item, it_c, vAmountMM, forecast.forecastEndDate());
  showAmount(item, it_c, vAmountMM, currency);
}
Ejemplo n.º 4
0
void KForecastView::loadAdvancedView()
{
  MyMoneyFile* file = MyMoneyFile::instance();
  QList<MyMoneyAccount> accList;
  MyMoneySecurity baseCurrency = file->baseCurrency();
  MyMoneyForecast forecast = KMyMoneyGlobalSettings::forecast();
  int daysToBeginDay;

  //get the settings from current page
  forecast.setForecastDays(m_forecastDays->value());
  forecast.setAccountsCycle(m_accountsCycle->value());
  forecast.setBeginForecastDay(m_beginDay->value());
  forecast.setForecastCycles(m_forecastCycles->value());
  forecast.setHistoryMethod(m_historyMethod->checkedId());
  forecast.doForecast();

  //Get all accounts of the right type to calculate forecast
  m_nameIdx.clear();
  accList = forecast.accountList();
  QList<MyMoneyAccount>::const_iterator accList_t = accList.constBegin();
  for (; accList_t != accList.constEnd(); ++accList_t) {
    MyMoneyAccount acc = *accList_t;
    if (m_nameIdx[acc.id()] != acc.id()) { //Check if the account is there
      m_nameIdx[acc.id()] = acc.id();
    }
  }
  //clear the list, including columns
  m_advancedList->clear();
  m_advancedList->setColumnCount(0);
  m_advancedList->setIconSize(QSize(22, 22));

  QStringList headerLabels;

  //add first column of both lists
  headerLabels << i18n("Account");

  //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) {
    headerLabels << i18n("Min Bal %1", i);
    headerLabels << i18n("Min Date %1", i);
  }
  for (int i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) {
    headerLabels << i18n("Max Bal %1", i);
    headerLabels << i18n("Max Date %1", i);
  }
  headerLabels << i18nc("Average balance", "Average");

  m_advancedList->setHeaderLabels(headerLabels);

  QTreeWidgetItem *advancedItem = 0;

  QMap<QString, QString>::ConstIterator it_nc;
  for (it_nc = m_nameIdx.constBegin(); it_nc != m_nameIdx.constEnd(); ++it_nc) {
    const MyMoneyAccount& acc = file->account(*it_nc);
    QString amount;
    MyMoneyMoney amountMM;
    MyMoneySecurity currency;

    //change currency to deep currency if account is an investment
    if (acc.isInvest()) {
      MyMoneySecurity underSecurity = file->security(acc.currencyId());
      currency = file->security(underSecurity.tradingCurrency());
    } else {
      currency = file->security(acc.currencyId());
    }


    advancedItem = new QTreeWidgetItem(m_advancedList, advancedItem, false);
    advancedItem->setText(0, acc.name());
    advancedItem->setIcon(0, acc.accountPixmap());
    int it_c = 1; // iterator for the columns of the listview

    //get minimum balance list
    QList<QDate> minBalanceList = forecast.accountMinimumBalanceDateList(acc);
    QList<QDate>::Iterator t_min;
    for (t_min = minBalanceList.begin(); t_min != minBalanceList.end() ; ++t_min) {
      QDate minDate = *t_min;
      amountMM = forecast.forecastBalance(acc, minDate);

      amount = MyMoneyUtils::formatMoney(amountMM, acc, currency);
      advancedItem->setText(it_c, amount);
      advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter);
      if (amountMM.isNegative()) {
        advancedItem->setForeground(it_c, KMyMoneyGlobalSettings::listNegativeValueColor());
      }
      it_c++;

      QString dateString = QLocale().toString(minDate, QLocale::ShortFormat);
      advancedItem->setText(it_c, dateString);
      advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter);
      if (amountMM.isNegative()) {
        advancedItem->setForeground(it_c, KMyMoneyGlobalSettings::listNegativeValueColor());
      }
      it_c++;
    }

    //get maximum balance list
    QList<QDate> maxBalanceList = forecast.accountMaximumBalanceDateList(acc);
    QList<QDate>::Iterator t_max;
    for (t_max = maxBalanceList.begin(); t_max != maxBalanceList.end() ; ++t_max) {
      QDate maxDate = *t_max;
      amountMM = forecast.forecastBalance(acc, maxDate);

      amount = MyMoneyUtils::formatMoney(amountMM, acc, currency);
      advancedItem->setText(it_c, amount);
      advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter);
      if (amountMM.isNegative()) {
        advancedItem->setForeground(it_c, KMyMoneyGlobalSettings::listNegativeValueColor());
      }
      it_c++;

      QString dateString = QLocale().toString(maxDate, QLocale::ShortFormat);
      advancedItem->setText(it_c, dateString);
      advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter);
      if (amountMM.isNegative()) {
        advancedItem->setForeground(it_c, KMyMoneyGlobalSettings::listNegativeValueColor());
      }
      it_c++;
    }
    //get average balance
    amountMM = forecast.accountAverageBalance(acc);
    amount = MyMoneyUtils::formatMoney(amountMM, acc, currency);
    advancedItem->setText(it_c, amount);
    advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter);
    if (amountMM.isNegative()) {
      advancedItem->setForeground(it_c, KMyMoneyGlobalSettings::listNegativeValueColor());
    }
    it_c++;
  }

  // make sure all data is shown
  adjustHeadersAndResizeToContents(m_advancedList);

  m_advancedList->show();
}