void MyMoneyBudgetTest::addMonthlyToMonthByMonth()
{
MyMoneyBudget::AccountGroup a0, a1;
a0.setBudgetLevel(MyMoneyBudget::AccountGroup::eMonthByMonth);
a1.setBudgetLevel(MyMoneyBudget::AccountGroup::eMonthly);
MyMoneyBudget::PeriodGroup period;
period.setStartDate(QDate(2010, 1, 1));
period.setAmount(MyMoneyMoney(100, 1));
a1.addPeriod(QDate(2010, 1, 1), period);
QDate date(2010, 1, 1);
for (int i = 0; i < 12; ++i) {
period.setAmount(MyMoneyMoney((i + 1) * 100, 1));
a0.addPeriod(date, period);
date = date.addMonths(1);
period.setStartDate(date);
}
QVERIFY(a0.getPeriods().count() == 12);
QVERIFY(a0.totalBalance() == MyMoneyMoney(7800, 1));
QVERIFY(a1.totalBalance() == MyMoneyMoney(1200, 1));
a0 += a1;
QVERIFY(a0.budgetLevel() == MyMoneyBudget::AccountGroup::eMonthByMonth);
QVERIFY(a1.budgetLevel() == MyMoneyBudget::AccountGroup::eMonthly);
QVERIFY(a0.getPeriods().count() == 12);
QVERIFY(a1.getPeriods().count() == 1);
QVERIFY(a0.totalBalance() == MyMoneyMoney(9000, 1));
QVERIFY(a1.totalBalance() == MyMoneyMoney(1200, 1));
}
void MyMoneyBudgetTest::addMonthlyToMonthly()
{
MyMoneyBudget::AccountGroup a0, a1;
a0.setBudgetLevel(MyMoneyBudget::AccountGroup::eMonthly);
a1.setBudgetLevel(MyMoneyBudget::AccountGroup::eMonthly);
MyMoneyBudget::PeriodGroup period;
period.setStartDate(QDate(2010, 1, 1));
period.setAmount(MyMoneyMoney(100, 1));
a0.addPeriod(QDate(2010, 1, 1), period);
a1.addPeriod(QDate(2010, 1, 1), period);
a0 += a1;
QVERIFY(a0.budgetLevel() == MyMoneyBudget::AccountGroup::eMonthly);
QVERIFY(a1.budgetLevel() == MyMoneyBudget::AccountGroup::eMonthly);
QVERIFY(a0.getPeriods().count() == 1);
QVERIFY(a1.getPeriods().count() == 1);
QVERIFY(a0.balance() == MyMoneyMoney(200, 1));
QVERIFY(a1.balance() == MyMoneyMoney(100, 1));
}
void MyMoneyForecast::createBudget ( MyMoneyBudget& budget, QDate historyStart, QDate historyEnd, QDate budgetStart, QDate budgetEnd, const bool returnBudget )
{
// clear all data except the id and name
QString name = budget.name();
budget = MyMoneyBudget(budget.id(), MyMoneyBudget());
budget.setName(name);
//check parameters
if ( historyStart > historyEnd ||
budgetStart > budgetEnd ||
budgetStart <= historyEnd )
{
throw new MYMONEYEXCEPTION ( "Illegal parameters when trying to create budget" );
}
//get forecast method
int fMethod = forecastMethod();
//set start date to 1st of month and end dates to last day of month, since we deal with full months in budget
historyStart = QDate ( historyStart.year(), historyStart.month(), 1 );
historyEnd = QDate ( historyEnd.year(), historyEnd.month(), historyEnd.daysInMonth() );
budgetStart = QDate ( budgetStart.year(), budgetStart.month(), 1 );
budgetEnd = QDate ( budgetEnd.year(), budgetEnd.month(), budgetEnd.daysInMonth() );
//set forecast parameters
setHistoryStartDate ( historyStart );
setHistoryEndDate ( historyEnd );
setForecastStartDate ( budgetStart );
setForecastEndDate ( budgetEnd );
setForecastDays ( budgetStart.daysTo ( budgetEnd ) + 1 );
if ( budgetStart.daysTo ( budgetEnd ) > historyStart.daysTo ( historyEnd ) ) { //if history period is shorter than budget, use that one as the trend length
setAccountsCycle ( historyStart.daysTo ( historyEnd ) ); //we set the accountsCycle to the base timeframe we will use to calculate the average (eg. 180 days, 365, etc)
} else { //if one timeframe is larger than the other, but not enough to be 1 time larger, we take the lowest value
setAccountsCycle ( budgetStart.daysTo ( budgetEnd ) );
}
setForecastCycles ( ( historyStart.daysTo ( historyEnd ) / accountsCycle() ) );
if ( forecastCycles() == 0 ) //the cycles must be at least 1
setForecastCycles ( 1 );
//do not skip opening date
setSkipOpeningDate ( false );
//clear and set accounts list we are going to use. Categories, in this case
m_nameIdx.clear();
setBudgetAccountList();
//calculate budget according to forecast method
switch(fMethod)
{
case eScheduled:
doFutureScheduledForecast();
calculateScheduledMonthlyBalances();
break;
case eHistoric:
pastTransactions(); //get all transactions for history period
calculateAccountTrendList();
calculateHistoricMonthlyBalances(); //add all balances of each month and put at the 1st day of each month
break;
default:
break;
}
//flag the forecast as done
m_forecastDone = true;
//only fill the budget if it is going to be used
if ( returnBudget ) {
//setup the budget itself
MyMoneyFile* file = MyMoneyFile::instance();
budget.setBudgetStart ( budgetStart );
//go through all the accounts and add them to budget
QMap<QString, QString>::ConstIterator it_nc;
for ( it_nc = m_nameIdx.begin(); it_nc != m_nameIdx.end(); ++it_nc ) {
MyMoneyAccount acc = file->account ( *it_nc );
MyMoneyBudget::AccountGroup budgetAcc;
budgetAcc.setId ( acc.id() );
budgetAcc.setBudgetLevel ( MyMoneyBudget::AccountGroup::eMonthByMonth );
for ( QDate f_date = forecastStartDate(); f_date <= forecastEndDate(); ) {
MyMoneyBudget::PeriodGroup period;
//add period to budget account
period.setStartDate ( f_date );
period.setAmount ( forecastBalance ( acc, f_date ) );
budgetAcc.addPeriod ( f_date, period );
//next month
f_date = f_date.addMonths ( 1 );
}
//add budget account to budget
budget.setAccount ( budgetAcc, acc.id() );
}
}
}