QString makeAccount( const QString& _name, MyMoneyAccount::accountTypeE _type, MyMoneyMoney _balance, const QDate& _open, const QString& _parent, QString _currency, bool _taxReport )
{
MyMoneyAccount info;
MyMoneyFileTransaction ft;
info.setName(_name);
info.setAccountType(_type);
info.setOpeningDate(_open);
if ( _currency != "" )
info.setCurrencyId(_currency);
else
info.setCurrencyId(MyMoneyFile::instance()->baseCurrency().id());
if(_taxReport)
info.setValue("Tax", "Yes");
MyMoneyAccount parent = MyMoneyFile::instance()->account(_parent);
MyMoneyFile::instance()->addAccount( info, parent );
// create the opening balance transaction if any
if(!_balance.isZero()) {
MyMoneySecurity sec = MyMoneyFile::instance()->currency(info.currencyId());
MyMoneyFile::instance()->openingBalanceAccount(sec);
MyMoneyFile::instance()->createOpeningBalanceTransaction(info, _balance);
}
ft.commit();
return info.id();
}
PivotCell PivotCell::operator += (const MyMoneyMoney& value)
{
m_cellUsed |= !value.isZero();
if (m_stockSplit != MyMoneyMoney::ONE)
m_postSplit += value;
else
MyMoneyMoney::operator += (value);
return *this;
}
int KInvestmentListItem::compare(QListViewItem* i, int col, bool ascending) const
{
KInvestmentListItem* item = dynamic_cast<KInvestmentListItem*>(i);
// do special sorting only for numeric columns
// in all other cases use the standard sorting
if(item) {
switch(col) {
case COLUMN_VALUE_INDEX:
case COLUMN_QUANTITY_INDEX:
case COLUMN_PRICE_INDEX:
{
bool inv1 = text(col) == "---";
bool inv2 = item->text(col) == "---";
if(!inv1 && !inv2) {
MyMoneyMoney result = MyMoneyMoney(text(col)) - MyMoneyMoney(item->text(col));
if(result.isNegative())
return -1;
if(result.isZero())
return 0;
return 1;
} else if(inv1 && inv2) {
return 0;
} else if(inv1) {
return -1;
}
return 1;
}
break;
default:
break;
}
}
// do standard sorting here
return KListViewItem::compare(i, col, ascending);
}
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();
}
PivotCell::PivotCell(const MyMoneyMoney& value) :
MyMoneyMoney(value),
m_stockSplit(MyMoneyMoney::ONE)
{
m_cellUsed |= !value.isZero();
}
