Example #1
0
const MyMoneyAccount& KNewAccountDlg::parentAccount(void)
{
  if (!m_bSelectedParentAccount)
  {
    MyMoneyFile *file = MyMoneyFile::instance();

    switch (m_account.accountGroup())
    {
      case MyMoneyAccount::Asset:
        m_parentAccount = file->asset();
        break;
      case MyMoneyAccount::Liability:
        m_parentAccount = file->liability();
        break;
      case MyMoneyAccount::Income:
        m_parentAccount = file->income();
        break;
      case MyMoneyAccount::Expense:
        m_parentAccount = file->expense();
        break;
      case MyMoneyAccount::Equity:
        m_parentAccount = file->equity();
        break;
      default:
        qDebug("Seems we have an account that hasn't been mapped to the top five");
        if(m_categoryEditor)
          m_parentAccount = file->income();
        else
          m_parentAccount = file->asset();
    }
  }
  return m_parentAccount;
}
Example #2
0
void KForecastView::addTotalRow(QTreeWidget* forecastList, const MyMoneyForecast& forecast)
{
  MyMoneyFile* file = MyMoneyFile::instance();

  m_totalItem = new QTreeWidgetItem(forecastList);
  QFont font;
  font.setBold(true);
  m_totalItem->setFont(0, font);
  m_totalItem->setText(0, i18nc("Total balance", "Total"));
  m_totalItem->setIcon(0, file->asset().accountPixmap());
  m_totalItem->setData(0, ForecastRole, QVariant::fromValue(forecast));
  m_totalItem->setData(0, AccountRole, QVariant::fromValue(file->asset()));
  m_totalItem->setExpanded(true);
}
Example #3
0
void KForecastView::addAssetLiabilityRows(const MyMoneyForecast& forecast)
{
  MyMoneyFile* file = MyMoneyFile::instance();

  m_assetItem = new QTreeWidgetItem(m_totalItem);
  m_assetItem->setText(0, file->asset().name());
  m_assetItem->setIcon(0, file->asset().accountPixmap());
  m_assetItem->setData(0, ForecastRole, QVariant::fromValue(forecast));
  m_assetItem->setData(0, AccountRole, QVariant::fromValue(file->asset()));
  m_assetItem->setExpanded(true);

  m_liabilityItem = new QTreeWidgetItem(m_totalItem);
  m_liabilityItem->setText(0, file->liability().name());
  m_liabilityItem->setIcon(0, file->liability().accountPixmap());
  m_liabilityItem->setData(0, ForecastRole, QVariant::fromValue(forecast));
  m_liabilityItem->setData(0, AccountRole, QVariant::fromValue(file->liability()));
  m_liabilityItem->setExpanded(true);
}
void KAccountTemplateSelector::Private::loadHierarchy(void)
{
  m_templateHierarchy.clear();
  QListViewItemIterator it(m_parent->m_groupList, QListViewItemIterator::Selected);
  QListViewItem* it_v;
  while((it_v = it.current()) != 0) {
    m_templates[it_v->text(2)].hierarchy(m_templateHierarchy);
    ++it;
  }

  // I need to think about this some more. The code works and shows
  // the current account hierarchy. It might be usefull, to show
  // existing accounts dimmed and the new ones in bold or so.
#if 0

  // add the hierarchy from the MyMoneyFile object
  QValueList<MyMoneyAccount> aList;
  QValueList<MyMoneyAccount>::const_iterator it_a;
  MyMoneyFile* file = MyMoneyFile::instance();
  file->accountList(aList);
  if(aList.count() > 0) {
    m_templateHierarchy[file->accountToCategory(file->asset().id(), true)] = 0;
    m_templateHierarchy[file->accountToCategory(file->liability().id(), true)] = 0;
    m_templateHierarchy[file->accountToCategory(file->income().id(), true)] = 0;
    m_templateHierarchy[file->accountToCategory(file->expense().id(), true)] = 0;
    m_templateHierarchy[file->accountToCategory(file->equity().id(), true)] = 0;
  }

  for(it_a = aList.begin(); it_a != aList.end(); ++it_a) {
    m_templateHierarchy[file->accountToCategory((*it_a).id(), true)] = 0;
  }
#endif

  m_parent->m_accountList->clear();
  QMap<QString, QListViewItem*>::iterator it_m;

  QRegExp exp("(.*):(.*)");
  for(it_m = m_templateHierarchy.begin(); it_m != m_templateHierarchy.end(); ++it_m) {
    if(exp.search(it_m.key()) == -1) {
      (*it_m) = new KListViewItem(m_parent->m_accountList, it_m.key());
    } else {
      (*it_m) = hierarchyItem(exp.cap(1), exp.cap(2));
    }
    (*it_m)->setOpen(true);
  }

  m_parent->m_description->clear();
  if(m_parent->m_groupList->currentItem()) {
    m_parent->m_description->setText(m_templates[m_parent->m_groupList->currentItem()->text(2)].longDescription());
  }
}
Example #5
0
void KForecastView::loadListView()
{
  MyMoneyForecast forecast = KMyMoneyGlobalSettings::forecast();
  MyMoneyFile* file = MyMoneyFile::instance();

  //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();

  m_forecastList->clear();
  m_forecastList->setColumnCount(0);
  m_forecastList->setIconSize(QSize(22, 22));
  m_forecastList->setSortingEnabled(true);
  m_forecastList->sortByColumn(0, Qt::AscendingOrder);

  //add columns
  QStringList headerLabels;
  headerLabels << i18n("Account");

  //add cycle interval columns
  headerLabels << i18nc("Today's forecast", "Current");

  for (int i = 1; i <= forecast.forecastDays(); ++i) {
    QDate forecastDate = QDate::currentDate().addDays(i);
    headerLabels << QLocale().toString(forecastDate, QLocale::LongFormat);
  }

  //add variation columns
  headerLabels << i18n("Total variation");

  //set the columns
  m_forecastList->setHeaderLabels(headerLabels);

  //add default rows
  addTotalRow(m_forecastList, forecast);
  addAssetLiabilityRows(forecast);

  //load asset and liability forecast accounts
  loadAccounts(forecast, file->asset(), m_assetItem, eDetailed);
  loadAccounts(forecast, file->liability(), m_liabilityItem, eDetailed);

  adjustHeadersAndResizeToContents(m_forecastList);

  // add the fixed column only if the horizontal scroll bar is visible
  m_fixedColumnView.reset(m_forecastList->horizontalScrollBar()->isVisible() ? new FixedColumnTreeView(m_forecastList) : 0);
}
Example #6
0
bool MyMoneyTemplate::importTemplate(void(*callback)(int, int, const QString&))
{
  m_progressCallback = callback;
  bool rc = !m_accounts.isNull();
  MyMoneyFile* file = MyMoneyFile::instance();
  signalProgress(0, m_doc.elementsByTagName("account").count(), i18n("Loading template %1", m_source.url()));
  m_accountsRead = 0;

  while (rc == true && !m_accounts.isNull() && m_accounts.isElement()) {
    QDomElement childElement = m_accounts.toElement();
    if (childElement.tagName() == "account"
        && childElement.attribute("name").isEmpty()) {
      ++m_accountsRead;
      MyMoneyAccount parent;
      switch (childElement.attribute("type").toUInt()) {
        case MyMoneyAccount::Asset:
          parent = file->asset();
          break;
        case MyMoneyAccount::Liability:
          parent = file->liability();
          break;
        case MyMoneyAccount::Income:
          parent = file->income();
          break;
        case MyMoneyAccount::Expense:
          parent = file->expense();
          break;
        case MyMoneyAccount::Equity:
          parent = file->equity();
          break;

        default:
          KMessageBox::error(KMyMoneyUtils::mainWindow(), i18n("<p>Invalid top-level account type <b>%1</b> in template file <b>%2</b></p>", childElement.attribute("type"), m_source.prettyUrl()));
          rc = false;
      }

      if (rc == true) {
        rc = createAccounts(parent, childElement.firstChild());
      }
    } else {
      rc = false;
    }
    m_accounts = m_accounts.nextSibling();
  }
  signalProgress(-1, -1);
  return rc;
}
Example #7
0
void KNewAccountDlg::slotAccountTypeChanged(const QString& typeStr)
{
  MyMoneyAccount::accountTypeE type;
  MyMoneyAccount::accountTypeE oldType;
  MyMoneyFile* file = MyMoneyFile::instance();

  type = KMyMoneyUtils::stringToAccountType(typeStr);
  try {
    oldType = m_account.accountType();
    if(oldType != type) {
      QString parentId;
      switch(MyMoneyAccount::accountGroup(type)) {
        case MyMoneyAccount::Asset:
          parentId = file->asset().id();
          break;
        case MyMoneyAccount::Liability:
          parentId = file->liability().id();
          break;
        case MyMoneyAccount::Expense:
          parentId = file->expense().id();
          break;
        case MyMoneyAccount::Income:
          parentId = file->income().id();
          break;
        default:
          qWarning("Unknown account group in KNewAccountDlg::slotAccountTypeChanged()");
          break;
      }
      initParentWidget(parentId, QString());
      m_account.setAccountType(type);
    }
  } catch(MyMoneyException *e) {
    delete e;
    qWarning("Unexpected exception in KNewAccountDlg::slotAccountTypeChanged()");
  }
}
Example #8
0
void KForecastView::loadSummaryView()
{
  MyMoneyForecast forecast = KMyMoneyGlobalSettings::forecast();
  QList<MyMoneyAccount> accList;
  int dropMinimum;
  int dropZero;

  MyMoneyFile* file = MyMoneyFile::instance();

  //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();

  //add columns
  QStringList headerLabels;
  headerLabels << i18n("Account");
  headerLabels << i18nc("Today's forecast", "Current");

  //if beginning of forecast is today, set the begin day to next cycle to avoid repeating the first cycle
  int daysToBeginDay;
  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);
    headerLabels << i18np("1 day", "%1 days", intervalDays);
  }

  //add variation columns
  headerLabels << i18n("Total variation");

  m_summaryList->clear();
  //set the columns
  m_summaryList->setHeaderLabels(headerLabels);

  m_summaryList->setIconSize(QSize(22, 22));
  m_summaryList->setSortingEnabled(true);
  m_summaryList->sortByColumn(0, Qt::AscendingOrder);

  //add default rows
  addTotalRow(m_summaryList, forecast);
  addAssetLiabilityRows(forecast);

  loadAccounts(forecast, file->asset(), m_assetItem, eSummary);
  loadAccounts(forecast, file->liability(), m_liabilityItem, eSummary);

  adjustHeadersAndResizeToContents(m_summaryList);

  //Add comments to the advice list
  m_adviceText->clear();

  //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();
    }
  }

  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);
    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());
    }

    //Check if the account is going to be below zero or below the minimal balance in the forecast period
    QString minimumBalance = acc.value("minimumBalance");
    MyMoneyMoney minBalance = MyMoneyMoney(minimumBalance);

    //Check if the account is going to be below minimal balance
    dropMinimum = forecast.daysToMinimumBalance(acc);

    //Check if the account is going to be below zero in the future
    dropZero = forecast.daysToZeroBalance(acc);

    // spit out possible warnings
    QString msg;

    // if a minimum balance has been specified, an appropriate warning will
    // only be shown, if the drop below 0 is on a different day or not present

    if (dropMinimum != -1
        && !minBalance.isZero()
        && (dropMinimum < dropZero
            || dropZero == -1)) {
      switch (dropMinimum) {
        case -1:
          break;
        case 0:
          msg = QString("<font color=\"%1\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
          msg += i18n("The balance of %1 is below the minimum balance %2 today.", acc.name(), MyMoneyUtils::formatMoney(minBalance, acc, currency));
          msg += QString("</font>");
          break;
        default:
          msg = QString("<font color=\"%1\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
          msg += i18np("The balance of %2 will drop below the minimum balance %3 in %1 day.",
                       "The balance of %2 will drop below the minimum balance %3 in %1 days.",
                       dropMinimum - 1, acc.name(), MyMoneyUtils::formatMoney(minBalance, acc, currency));
          msg += QString("</font>");
      }

      if (!msg.isEmpty()) {
        m_adviceText->append(msg);
      }
    }

    // a drop below zero is always shown
    msg.clear();
    switch (dropZero) {
      case -1:
        break;
      case 0:
        if (acc.accountGroup() == MyMoneyAccount::Asset) {
          msg = QString("<font color=\"%1\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
          msg += i18n("The balance of %1 is below %2 today.", acc.name(), MyMoneyUtils::formatMoney(MyMoneyMoney(), acc, currency));
          msg += QString("</font>");
          break;
        }
        if (acc.accountGroup() == MyMoneyAccount::Liability) {
          msg = i18n("The balance of %1 is above %2 today.", acc.name(), MyMoneyUtils::formatMoney(MyMoneyMoney(), acc, currency));
          break;
        }
        break;
      default:
        if (acc.accountGroup() == MyMoneyAccount::Asset) {
          msg = QString("<font color=\"%1\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
          msg += i18np("The balance of %2 will drop below %3 in %1 day.",
                       "The balance of %2 will drop below %3 in %1 days.",
                       dropZero, acc.name(), MyMoneyUtils::formatMoney(MyMoneyMoney(), acc, currency));
          msg += QString("</font>");
          break;
        }
        if (acc.accountGroup() == MyMoneyAccount::Liability) {
          msg = i18np("The balance of %2 will raise above %3 in %1 day.",
                      "The balance of %2 will raise above %3 in %1 days.",
                      dropZero, acc.name(), MyMoneyUtils::formatMoney(MyMoneyMoney(), acc, currency));
          break;
        }
    }
    if (!msg.isEmpty()) {
      m_adviceText->append(msg);
    }

    //advice about trends
    msg.clear();
    MyMoneyMoney accCycleVariation = forecast.accountCycleVariation(acc);
    if (accCycleVariation < MyMoneyMoney()) {
      msg = QString("<font color=\"%1\">").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name());
      msg += i18n("The account %1 is decreasing %2 per cycle.", acc.name(), MyMoneyUtils::formatMoney(accCycleVariation, acc, currency));
      msg += QString("</font>");
    }

    if (!msg.isEmpty()) {
      m_adviceText->append(msg);
    }
  }
  m_adviceText->show();
}
Example #9
0
void KNewAccountDlg::initParentWidget(QString parentId, const QString& accountId)
{
  MyMoneyFile *file = MyMoneyFile::instance();

  MyMoneyAccount liabilityAccount = file->liability();
  MyMoneyAccount assetAccount = file->asset();
  MyMoneyAccount expenseAccount = file->expense();
  MyMoneyAccount incomeAccount = file->income();
  MyMoneyAccount equityAccount = file->equity();

  m_parentItem = 0;
  m_accountItem = 0;

  // Determine the parent account
  try
  {
    m_parentAccount = file->account(parentId);
  }
  catch (MyMoneyException *e)
  {
    m_bSelectedParentAccount = false;
    m_parentAccount = MyMoneyAccount();
    if(m_account.accountType() != MyMoneyAccount::UnknownAccountType) {
      parentAccount();
      parentId = m_parentAccount.id();
    }
    delete e;
  }
  m_bSelectedParentAccount = true;

  // extract the account type from the combo box
  MyMoneyAccount::accountTypeE type;
  MyMoneyAccount::accountTypeE groupType;
  type = KMyMoneyUtils::stringToAccountType(typeCombo->currentText());
  groupType = MyMoneyAccount::accountGroup(type);

  m_qlistviewParentAccounts->clear();

  // Now scan all 4 account roots to load the list and mark the parent
  try
  {
    if (!m_categoryEditor)
    {
      if(groupType == MyMoneyAccount::Asset || type == MyMoneyAccount::Loan) {
        // Asset
        KMyMoneyAccountTreeBaseItem *assetTopLevelAccount = new KMyMoneyAccountTreeItem(m_qlistviewParentAccounts, assetAccount);

        if(m_parentAccount.id().isEmpty()) {
          m_parentAccount = assetAccount;
          parentId = m_parentAccount.id();
        }

        if (parentId == assetAccount.id())
          m_parentItem = assetTopLevelAccount;

        assetTopLevelAccount->setOpen(true);

        for ( QStringList::ConstIterator it = assetAccount.accountList().begin();
              it != assetAccount.accountList().end();
              ++it )
        {
          MyMoneyAccount acc = file->account(*it);
          if(acc.isClosed())
            continue;

          KMyMoneyAccountTreeBaseItem *accountItem = new KMyMoneyAccountTreeItem(assetTopLevelAccount, acc);

          if(parentId == acc.id()) {
            m_parentItem = accountItem;
          } else if(accountId == acc.id()) {
            if(m_isEditing)
              accountItem->setSelectable(false);
            m_accountItem = accountItem;
          }

          QStringList subAccounts = acc.accountList();
          if (subAccounts.count() >= 1)
          {
            showSubAccounts(subAccounts, accountItem, parentId, acc.id());
          }
        }
      }

      if(groupType == MyMoneyAccount::Liability) {
        // Liability
        KMyMoneyAccountTreeBaseItem *liabilityTopLevelAccount = new KMyMoneyAccountTreeItem(m_qlistviewParentAccounts, liabilityAccount);

        if(m_parentAccount.id().isEmpty()) {
          m_parentAccount = liabilityAccount;
          parentId = m_parentAccount.id();
        }

        if (parentId == liabilityAccount.id())
          m_parentItem = liabilityTopLevelAccount;

        liabilityTopLevelAccount->setOpen(true);

        for ( QStringList::ConstIterator it = liabilityAccount.accountList().begin();
              it != liabilityAccount.accountList().end();
              ++it )
        {
          MyMoneyAccount acc = file->account(*it);
          if(acc.isClosed())
            continue;

          KMyMoneyAccountTreeBaseItem *accountItem = new KMyMoneyAccountTreeItem(liabilityTopLevelAccount, acc);

          if(parentId == acc.id()) {
            m_parentItem = accountItem;
          } else if(accountId == acc.id()) {
            if(m_isEditing)
              accountItem->setSelectable(false);
            m_accountItem = accountItem;
          }

          QStringList subAccounts = acc.accountList();
          if (subAccounts.count() >= 1)
          {
            showSubAccounts(subAccounts, accountItem, parentId, acc.id());
          }
        }
      }
    }
    else
    {
      if(groupType == MyMoneyAccount::Income) {
        // Income
        KMyMoneyAccountTreeBaseItem *incomeTopLevelAccount = new KMyMoneyAccountTreeItem(m_qlistviewParentAccounts,
                          incomeAccount);

        if(m_parentAccount.id().isEmpty()) {
          m_parentAccount = incomeAccount;
          parentId = m_parentAccount.id();
        }

        if (parentId == incomeAccount.id())
          m_parentItem = incomeTopLevelAccount;

        incomeTopLevelAccount->setOpen(true);

        for ( QStringList::ConstIterator it = incomeAccount.accountList().begin();
              it != incomeAccount.accountList().end();
              ++it )
        {
          KMyMoneyAccountTreeBaseItem *accountItem = new KMyMoneyAccountTreeItem(incomeTopLevelAccount,
              file->account(*it));

          QString id = file->account(*it).id();
          if(parentId == id) {
            m_parentItem = accountItem;
          } else if(accountId == id) {
            if(m_isEditing)
              accountItem->setSelectable(false);
            m_accountItem = accountItem;
          }

          QStringList subAccounts = file->account(*it).accountList();
          if (subAccounts.count() >= 1)
          {
            showSubAccounts(subAccounts, accountItem, parentId, accountId);
          }
        }
      }

      if(groupType == MyMoneyAccount::Expense) {
        // Expense
        KMyMoneyAccountTreeBaseItem *expenseTopLevelAccount = new KMyMoneyAccountTreeItem(m_qlistviewParentAccounts,
                          expenseAccount);

        if(m_parentAccount.id().isEmpty()) {
          m_parentAccount = expenseAccount;
          parentId = m_parentAccount.id();
        }

        if (parentId == expenseAccount.id())
          m_parentItem = expenseTopLevelAccount;

        expenseTopLevelAccount->setOpen(true);

        for ( QStringList::ConstIterator it = expenseAccount.accountList().begin();
              it != expenseAccount.accountList().end();
              ++it )
        {
          KMyMoneyAccountTreeBaseItem *accountItem = new KMyMoneyAccountTreeItem(expenseTopLevelAccount,
              file->account(*it));

          QString id = file->account(*it).id();
          if(parentId == id) {
            m_parentItem = accountItem;
          } else if(accountId == id) {
            if(m_isEditing)
              accountItem->setSelectable(false);
            m_accountItem = accountItem;
          }

          QStringList subAccounts = file->account(*it).accountList();
          if (subAccounts.count() >= 1)
          {
            showSubAccounts(subAccounts, accountItem, parentId, accountId);
          }
        }
      }
    }
  }
  catch (MyMoneyException *e)
  {
    qDebug("Exception in assets account refresh: %s", e->what().latin1());
    delete e;
  }

  m_qlistviewParentAccounts->setColumnWidth(0, m_qlistviewParentAccounts->width());

  if (m_parentItem)
  {
    m_subAccountLabel->setText(i18n("Is a sub account of %1").arg(m_parentAccount.name()));
    m_parentItem->setOpen(true);
    m_qlistviewParentAccounts->setSelected(m_parentItem, true);
  }

  m_qlistviewParentAccounts->setEnabled(true);
}