void KInstitutionsView::slotUpdateNetWorth(void)
{
MyMoneyMoney netWorth;
// calculate by going through the account trees top items
// and summing up the total value shown there
KMyMoneyAccountTreeItem* item = dynamic_cast<KMyMoneyAccountTreeItem*>(m_accountTree->firstChild());
while(item) {
netWorth += item->totalValue();
item = dynamic_cast<KMyMoneyAccountTreeItem*>(item->nextSibling());
}
QString s(i18n("Net Worth: "));
// FIXME figure out how to deal with the approximate
// if(!(file->totalValueValid(assetAccount.id()) & file->totalValueValid(liabilityAccount.id())))
// s += "~ ";
s.replace(QString(" "), QString(" "));
if(netWorth.isNegative()) {
s += "<b><font color=\"red\">";
}
const MyMoneySecurity& sec = MyMoneyFile::instance()->baseCurrency();
QString v(netWorth.formatMoney(sec));
s += v.replace(QString(" "), QString(" "));
if(netWorth.isNegative()) {
s += "</font></b>";
}
m_totalProfitsLabel->setFont(KMyMoneyGlobalSettings::listCellFont());
m_totalProfitsLabel->setText(s);
}
void KForecastView::showAmount(QTreeWidgetItem* item, int column, const MyMoneyMoney& amount, const MyMoneySecurity& security)
{
item->setText(column, MyMoneyUtils::formatMoney(amount, item->data(0, AccountRole).value<MyMoneyAccount>(), security));
item->setTextAlignment(column, Qt::AlignRight | Qt::AlignVCenter);
item->setFont(column, item->font(0));
if (amount.isNegative()) {
item->setForeground(column, KMyMoneyGlobalSettings::listNegativeValueColor());
}
}
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::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();
}
const QString CsvUtil::checkCategory(const QString& name, const MyMoneyMoney& value, const MyMoneyMoney& value2)
{
// Borrowed from MyMoneyQifReader::checkCategory()
QString accountId;
MyMoneyFile *file = MyMoneyFile::instance();
MyMoneyAccount account;
bool found = true;
if (!name.isEmpty()) {
// The category might be constructed with an arbitraty depth (number of
// colon delimited fields). We try to find a parent account within this
// hierarchy by searching the following sequence:
//
// aaaa:bbbb:cccc:ddddd
//
// 1. search aaaa:bbbb:cccc:dddd, create nothing
// 2. search aaaa:bbbb:cccc , create dddd
// 3. search aaaa:bbbb , create cccc:dddd
// 4. search aaaa , create bbbb:cccc:dddd
// 5. don't search , create aaaa:bbbb:cccc:dddd
account.setName(name);
QString accName; // part to be created (right side in above list)
QString parent(name); // a possible parent part (left side in above list)
do {
accountId = file->categoryToAccount(parent);
if (accountId.isEmpty()) {
found = false;
// prepare next step
if (!accName.isEmpty())
accName.prepend(':');
accName.prepend(parent.section(':', -1));
account.setName(accName);
parent = parent.section(':', 0, -2);
} else if (!accName.isEmpty()) {
account.setParentAccountId(accountId);
}
} while (!parent.isEmpty() && accountId.isEmpty());
// if we did not find the category, we create it
if (!found) {
MyMoneyAccount parent;
if (account.parentAccountId().isEmpty()) {
if (!value.isNegative() && value2.isNegative())
parent = file->income();
else
parent = file->expense();
} else {
parent = file->account(account.parentAccountId());
}
account.setAccountType((!value.isNegative() && value2.isNegative()) ? MyMoneyAccount::Income : MyMoneyAccount::Expense);
MyMoneyAccount brokerage;
// clear out the parent id, because createAccount() does not like that
account.setParentAccountId(QString());
createAccount(account, parent, brokerage, MyMoneyMoney());
accountId = account.id();
}
}
return accountId;
}
void KMyMoneyAccountTreeForecastItem::showAmount(int column, const MyMoneyMoney amount, const MyMoneySecurity security)
{
setText(column, amount.formatMoney(m_account, security), amount.isNegative() );
}
