void BudgetBalancer::processItem(LedgerBudget const& budget)
{
// if there is a budget period, process recorded items until we are within
// range of this budget command
advancePeriodToDate(budget.date());
// if the current period started before today, or if it already has recorded
// commands, then end the period today and process what we have
if (m_period.startDate() != budget.date() || m_numRecords != 0)
{
m_period = DateRange(m_period.startDate(), budget.date());
allocateCategories();
processRecords();
}
// remove categories that are not in this budget command, or that have
// changed, and allocate their funds to the available category
auto categories = budget.categories();
for (auto it = m_categories.cbegin(); it != m_categories.cend(); ++it)
{
if (!categories.contains(it.key()) ||
categories[it.key()].type != it->type)
{
switch (it->type)
{
case LedgerBudget::Category::Type::GOAL:
// nothing to do for goals
break;
case LedgerBudget::Category::Type::INCOME:
// nothing to do for income type
break;
case LedgerBudget::Category::Type::RESERVE_AMOUNT:
{
Currency amount = m_reserveAmountAllocator.deallocate(it.key());
if (!amount.isZero())
{
emit message(budget,
QString("Reserve category '%1' was closed with "
"a balance of %2. Those funds are "
"available again.")
.arg(it.key())
.arg(amount.toString()));
}
m_available += amount;
break;
}
case LedgerBudget::Category::Type::RESERVE_PERCENT:
{
Currency amount = m_reservePercentAllocator.deallocate(it.key());
if (!amount.isZero())
{
emit message(budget,
QString("Reserve category '%1' was closed with "
"a balance of %2. Those funds are "
"available again.")
.arg(it.key())
.arg(amount.toString()));
}
m_available += amount;
break;
}
case LedgerBudget::Category::Type::ROUTINE:
m_routineAllocator.deallocate(it.key());
break;
}
}
}
// configure new and changed budget categories
for (auto it = categories.cbegin(); it != categories.cend(); ++it)
{
switch (it->type)
{
case LedgerBudget::Category::Type::GOAL:
m_goalAllocator.budget(budget.date());
break;
case LedgerBudget::Category::Type::INCOME:
// nothing to do for income
break;
case LedgerBudget::Category::Type::RESERVE_AMOUNT:
m_reserveAmountAllocator.budget(budget.date(), it.key(), it->amount,
it->interval);
break;
case LedgerBudget::Category::Type::RESERVE_PERCENT:
m_reservePercentAllocator.budget(it.key(), it->percentage);
break;
case LedgerBudget::Category::Type::ROUTINE:
// nothing to do for routine expenses
break;
}
}
m_categories = categories;
// reset the dates for the new period
m_period = DateRange(budget.date(), budget.interval());
}
