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1948 lines
74 KiB
1948 lines
74 KiB
/***************************************************************************
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khomeview.cpp - description
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-------------------
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begin : Tue Jan 22 2002
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copyright : (C) 2000-2002 by Michael Edwardes
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email : mte@users.sourceforge.net
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Javier Campos Morales <javi_c@users.sourceforge.net>
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Felix Rodriguez <frodriguez@users.sourceforge.net>
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John C <thetacoturtle@users.sourceforge.net>
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Thomas Baumgart <ipwizard@users.sourceforge.net>
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Kevin Tambascio <ktambascio@users.sourceforge.net>
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***************************************************************************/
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/***************************************************************************
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* *
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* This program is free software; you can redistribute it and/or modify *
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* it under the terms of the GNU General Public License as published by *
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* the Free Software Foundation; either version 2 of the License, or *
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* (at your option) any later version. *
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* *
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***************************************************************************/
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// ----------------------------------------------------------------------------
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// QT Includes
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#include <tqlayout.h>
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#include <tqdatetime.h>
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#include <tqapplication.h>
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#include <dom/dom_element.h>
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#include <dom/dom_doc.h>
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#include <dom/dom_text.h>
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#include <tqfile.h>
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#include <tqtextstream.h>
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#include <tqtimer.h>
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#include <tqbuffer.h>
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// ----------------------------------------------------------------------------
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// KDE Includes
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#include <kglobal.h>
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#include <klocale.h>
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#include <kstandarddirs.h>
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#include <khtmlview.h>
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#include <kconfig.h>
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#include <kstdaction.h>
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#include <kmainwindow.h>
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#include <kactioncollection.h>
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#include <kapplication.h>
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#include <kmessagebox.h>
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#include <kdebug.h>
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#include <kmdcodec.h>
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#include <kglobalsettings.h>
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#include <kiconloader.h>
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// ----------------------------------------------------------------------------
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// Project Includes
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#include "khomeview.h"
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#include "../kmymoneyutils.h"
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#include "../kmymoneyglobalsettings.h"
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#include "../mymoney/mymoneyfile.h"
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#include "../mymoney/mymoneyforecast.h"
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#include "../kmymoney2.h"
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#include "../reports/kreportchartview.h"
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#include "../reports/pivottable.h"
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#include "../reports/pivotgrid.h"
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#include "../reports/reportaccount.h"
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#include "../kmymoneyglobalsettings.h"
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#define VIEW_LEDGER "ledger"
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#define VIEW_SCHEDULE "schedule"
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#define VIEW_WELCOME "welcome"
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#define VIEW_HOME "home"
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#define VIEW_REPORTS "reports"
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// in KOffice version < 1.5 KDCHART_PROPSET_NORMAL_DATA was a static const
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// but in 1.5 this has been changed into a #define'd value. So we have to
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// make sure, we use the right one.
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#ifndef KDCHART_PROPSET_NORMAL_DATA
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#define KMM_KDCHART_PROPSET_NORMAL_DATA KDChartParams::KDCHART_PROPSET_NORMAL_DATA
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#else
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#define KMM_KDCHART_PROPSET_NORMAL_DATA KDCHART_PROPSET_NORMAL_DATA
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#endif
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using namespace reports;
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class KHomeView::Private
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{
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public:
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Private() {}
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void addNameIndex(TQMap<TQString, MyMoneyAccount> &idx, const MyMoneyAccount& account);
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};
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void KHomeView::Private::addNameIndex(TQMap<TQString, MyMoneyAccount> &idx, const MyMoneyAccount& account)
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{
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TQString key = account.name();
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if(idx[key].id().isEmpty()) {
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idx[key] = account;
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//take care of accounts with duplicate names
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} else if(idx[key].id() != account.id()) {
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key = account.name() + "[%1]";
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int dup = 2;
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while(!idx[key.arg(dup)].id().isEmpty()
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&& idx[key.arg(dup)].id() != account.id())
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++dup;
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idx[key.arg(dup)] = account;
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}
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}
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KHomeView::KHomeView(TQWidget *parent, const char *name ) :
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KMyMoneyViewBase(parent, name, i18n("Home")),
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d(new Private),
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m_showAllSchedules(false),
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m_needReload(true)
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{
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m_part = new KHTMLPart(this, "htmlpart_km2");
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addWidget(m_part->view());
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m_filename = KMyMoneyUtils::findResource("appdata", TQString("html/home%1.html"));
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// m_part->openURL(m_filename);
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connect(m_part->browserExtension(), TQT_SIGNAL(openURLRequest(const KURL&, const KParts::URLArgs&)),
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this, TQT_SLOT(slotOpenURL(const KURL&, const KParts::URLArgs&)));
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connect(MyMoneyFile::instance(), TQT_SIGNAL(dataChanged()), this, TQT_SLOT(slotLoadView()));
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}
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KHomeView::~KHomeView()
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{
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// if user wants to remember the font size, store it here
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if (KMyMoneyGlobalSettings::rememberFontSize())
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{
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KMyMoneyGlobalSettings::setFontSizePercentage(m_part->zoomFactor());
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//kdDebug() << "Storing font size: " << m_part->zoomFactor() << endl;
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KMyMoneyGlobalSettings::self()->writeConfig();
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}
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delete d;
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}
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void KHomeView::slotLoadView(void)
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{
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m_needReload = true;
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if(isVisible()) {
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loadView();
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m_needReload = false;
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}
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}
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void KHomeView::show(void)
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{
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if(m_needReload) {
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loadView();
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m_needReload = false;
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}
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TQWidget::show();
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}
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void KHomeView::slotPrintView(void)
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{
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if(m_part && m_part->view())
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m_part->view()->print();
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}
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void KHomeView::loadView(void)
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{
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m_part->setZoomFactor( KMyMoneyGlobalSettings::fontSizePercentage() );
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//kdDebug() << "Setting font size: " << m_part->zoomFactor() << endl;
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TQValueList<MyMoneyAccount> list;
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MyMoneyFile::instance()->accountList(list);
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if(list.count() == 0)
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{
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m_part->openURL(m_filename);
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#if 0
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// (ace) I am experimenting with replacing links in the
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// html depending on the state of the engine. It's not
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// working. That's why it's #if0'd out.
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DOM::Element e = m_part->document().getElementById("test");
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if ( e.isNull() )
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{
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tqDebug("Element id=test not found");
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}
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else
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{
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tqDebug("Element id=test found!");
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TQString tagname = e.tagName().string();
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tqDebug("%s",tagname.latin1());
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tqDebug("%s id=%s",e.tagName().string().latin1(),e.getAttribute("id").string().latin1());
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// Find the character data node
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DOM::Node n = e.firstChild();
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while (!n.isNull())
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{
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tqDebug("Child type %u",static_cast<unsigned>(n.nodeType()));
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if ( n.nodeType() == DOM::Node::TEXT_NODE )
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{
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DOM::Text t = n;
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t.setData("Success!!");
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e.replaceChild(n,t);
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m_part->document().setDesignMode(true);
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m_part->document().importNode(e,true);
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m_part->document().updateRendering();
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tqDebug("Data is now %s",t.data().string().latin1());
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}
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n = n.nextSibling();
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}
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}
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#endif
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} else {
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//clear the forecast flag so it will be reloaded
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m_forecast.setForecastDone(false);
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TQString filename = KGlobal::dirs()->findResource("appdata", "html/kmymoney2.css");
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TQString header = TQString("<!DOCTYPE HTML PUBLIC \"-//W3C//DTD HTML 4.0//EN\">\n<html><head><link rel=\"stylesheet\" type=\"text/css\" href=\"%1\">\n").arg(filename);
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header += KMyMoneyUtils::variableCSS();
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header += "</head><body id=\"summaryview\">\n";
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TQString footer = "</body></html>\n";
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m_part->begin();
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m_part->write(header);
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m_part->write(TQString("<div id=\"summarytitle\">%1</div>").arg(i18n("Your Financial Summary")));
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TQStringList settings = KMyMoneyGlobalSettings::itemList();
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TQStringList::ConstIterator it;
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for(it = settings.begin(); it != settings.end(); ++it) {
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int option = (*it).toInt();
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if(option > 0) {
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switch(option) {
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case 1: // payments
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showPayments();
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break;
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case 2: // preferred accounts
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showAccounts(Preferred, i18n("Preferred Accounts"));
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break;
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case 3: // payment accounts
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// Check if preferred accounts are shown separately
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if(settings.find("2") == settings.end()) {
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showAccounts(static_cast<paymentTypeE> (Payment | Preferred),
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i18n("Payment Accounts"));
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} else {
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showAccounts(Payment, i18n("Payment Accounts"));
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}
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break;
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case 4: // favorite reports
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showFavoriteReports();
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break;
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case 5: // forecast
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showForecast();
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break;
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case 6: // net worth graph over all accounts
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showNetWorthGraph();
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break;
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case 8: // assets and liabilities
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showAssetsLiabilities();
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break;
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case 9: // budget
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showBudget();
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break;
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case 10: // cash flow summary
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showCashFlowSummary();
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break;
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}
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m_part->write("<div class=\"gap\"> </div>\n");
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}
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}
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m_part->write("<div id=\"returnlink\">");
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m_part->write(link(VIEW_WELCOME, TQString()) + i18n("Show KMyMoney welcome page") + linkend());
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m_part->write("</div>");
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m_part->write("<div id=\"vieweffect\"></div>");
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m_part->write(footer);
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m_part->end();
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}
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}
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void KHomeView::showNetWorthGraph(void)
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{
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#ifdef HAVE_KDCHART
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m_part->write(TQString("<div class=\"shadow\"><div class=\"displayblock\"><div class=\"summaryheader\">%1</div>\n<div class=\"gap\"> </div>\n").arg(i18n("Networth Forecast")));
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MyMoneyReport reportCfg = MyMoneyReport(
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MyMoneyReport::eAssetLiability,
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MyMoneyReport::eMonths,
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MyMoneyTransactionFilter::userDefined, // overridden by the setDateFilter() call below
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MyMoneyReport::eDetailTotal,
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i18n("Networth Forecast"),
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i18n("Generated Report"));
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reportCfg.setChartByDefault(true);
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reportCfg.setChartGridLines(false);
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reportCfg.setChartDataLabels(false);
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reportCfg.setChartType(MyMoneyReport::eChartLine);
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reportCfg.setIncludingSchedules( false );
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reportCfg.addAccountGroup(MyMoneyAccount::Asset);
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reportCfg.addAccountGroup(MyMoneyAccount::Liability);
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reportCfg.setColumnsAreDays( true );
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reportCfg.setConvertCurrency( true );
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reportCfg.setIncludingForecast( true );
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reportCfg.setDateFilter(TQDate::currentDate(),TQDate::currentDate().addDays(+90));
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reports::PivotTable table(reportCfg);
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reports::KReportChartView* chartWidget = new reports::KReportChartView(0, 0);
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table.drawChart(*chartWidget);
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chartWidget->params()->setLineMarker(false);
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chartWidget->params()->setLegendPosition(KDChartParams::NoLegend);
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chartWidget->params()->setLineWidth(2);
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chartWidget->params()->setDataColor(0, KGlobalSettings::textColor());
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// draw future values in a different line style
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KDChartPropertySet propSetFutureValue("future value", KMM_KDCHART_PROPSET_NORMAL_DATA);
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propSetFutureValue.setLineStyle(KDChartPropertySet::OwnID, Qt::DotLine);
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const int idPropFutureValue = chartWidget->params()->registerProperties(propSetFutureValue);
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//KDChartPropertySet propSetLastValue("last value", idPropFutureValue);
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//propSetLastValue.setExtraLinesAlign(KDChartPropertySet::OwnID, TQt::AlignLeft | TQt::AlignBottom);
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//propSetLastValue.setExtraLinesWidth(KDChartPropertySet::OwnID, -4);
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//propSetLastValue.setExtraLinesColor(KDChartPropertySet::OwnID, KMyMoneyGlobalSettings::listGridColor());
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// propSetLastValue.setShowMarker(KDChartPropertySet::OwnID, true);
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// propSetLastValue.setMarkerStyle(KDChartPropertySet::OwnID, KDChartParams::LineMarkerDiamond);
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//const int idPropLastValue = chartWidget->params()->registerProperties(propSetLastValue);
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for(int iCell = 0; iCell < 90; ++iCell) {
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chartWidget->setProperty(0, iCell, idPropFutureValue);
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}
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//chartWidget->setProperty(0, 10, idPropLastValue);
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// Adjust the size
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if(width() < chartWidget->width()) {
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int nh;
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nh = (width()*chartWidget->height() ) / chartWidget->width();
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chartWidget->resize(width()-80, nh);
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}
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TQPixmap pm(chartWidget->width(), chartWidget->height());
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pm.fill(KGlobalSettings::baseColor());
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TQPainter p(&pm);
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chartWidget->paintTo(p);
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TQByteArray ba;
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TQBuffer buffer( ba );
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buffer.open( IO_WriteOnly );
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pm.save( &buffer, "PNG" ); // writes pixmap into ba in PNG format
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m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
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m_part->write("<tr>");
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m_part->write(TQString("<td><center><IMG SRC=\"data:image/png;base64,%1\" ALT=\"Networth\"></center></td>").arg(TQString(KCodecs::base64Encode(ba))));
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m_part->write("</tr>");
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m_part->write("</table></div></div>");
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delete chartWidget;
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#endif
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}
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void KHomeView::showPayments(void)
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{
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MyMoneyFile* file = MyMoneyFile::instance();
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TQValueList<MyMoneySchedule> overdues;
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TQValueList<MyMoneySchedule> schedule;
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int i = 0;
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//if forecast has not been executed yet, do it.
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if(!m_forecast.isForecastDone())
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doForecast();
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schedule = file->scheduleList("", MyMoneySchedule::TYPE_ANY,
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MyMoneySchedule::OCCUR_ANY,
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MyMoneySchedule::STYPE_ANY,
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TQDate::currentDate(),
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TQDate::currentDate().addMonths(1));
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overdues = file->scheduleList("", MyMoneySchedule::TYPE_ANY,
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MyMoneySchedule::OCCUR_ANY,
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MyMoneySchedule::STYPE_ANY,
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TQDate(), TQDate(), true);
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if(schedule.empty() && overdues.empty())
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return;
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// HACK
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// Remove the finished schedules
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TQValueList<MyMoneySchedule>::Iterator d_it;
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for (d_it=schedule.begin(); d_it!=schedule.end();)
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{
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// FIXME cleanup old code
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// if ((*d_it).isFinished() || (*d_it).nextPayment((*d_it).lastPayment()) == TQDate())
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if ((*d_it).isFinished())
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{
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d_it = schedule.remove(d_it);
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continue;
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}
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++d_it;
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}
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for (d_it=overdues.begin(); d_it!=overdues.end();)
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{
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// FIXME cleanup old code
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// if ((*d_it).isFinished() || (*d_it).nextPayment((*d_it).lastPayment()) == TQDate())
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if ((*d_it).isFinished())
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{
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d_it = overdues.remove(d_it);
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continue;
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}
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++d_it;
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}
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m_part->write("<div class=\"shadow\"><div class=\"displayblock\">");
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m_part->write(TQString("<div class=\"summaryheader\">%1</div>\n").arg(i18n("Payments")));
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if(overdues.count() > 0) {
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m_part->write("<div class=\"gap\"> </div>\n");
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qBubbleSort(overdues);
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TQValueList<MyMoneySchedule>::Iterator it;
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TQValueList<MyMoneySchedule>::Iterator it_f;
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m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
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m_part->write(TQString("<tr class=\"itemtitle warningtitle\" ><td colspan=\"5\">%1</td></tr>\n").arg(showColoredAmount(i18n("Overdue payments"), true)));
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m_part->write("<tr class=\"item warning\">");
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m_part->write("<td class=\"left\" width=\"10%\">");
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m_part->write(i18n("Date"));
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m_part->write("</td>");
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m_part->write("<td class=\"left\" width=\"40%\">");
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m_part->write(i18n("Schedule"));
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m_part->write("</td>");
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m_part->write("<td class=\"left\" width=\"20%\">");
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m_part->write(i18n("Account"));
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m_part->write("</td>");
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m_part->write("<td class=\"right\" width=\"15%\">");
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m_part->write(i18n("Amount"));
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m_part->write("</td>");
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m_part->write("<td class=\"right\" width=\"15%\">");
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m_part->write(i18n("Balance after"));
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m_part->write("</td>");
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m_part->write("</tr>");
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for(it = overdues.begin(); it != overdues.end(); ++it) {
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// determine number of overdue payments
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TQDate nextDate = (*it).adjustedNextDueDate();
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int cnt = 0;
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while(nextDate.isValid() && nextDate < TQDate::currentDate()) {
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++cnt;
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nextDate = (*it).nextPayment(nextDate);
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// for single occurence nextDate will not change, so we
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// better get out of here.
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if((*it).occurence() == MyMoneySchedule::OCCUR_ONCE)
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break;
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}
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m_part->write(TQString("<tr class=\"row-%1\">").arg(i++ & 0x01 ? "even" : "odd"));
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showPaymentEntry(*it, cnt);
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m_part->write("</tr>");
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// make sure to not repeat overdues later again
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for(it_f = schedule.begin(); it_f != schedule.end();) {
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if((*it).id() == (*it_f).id()) {
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it_f = schedule.remove(it_f);
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continue;
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}
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++it_f;
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}
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}
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m_part->write("</table>");
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}
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if(schedule.count() > 0) {
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qBubbleSort(schedule);
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// Extract todays payments if any
|
|
TQValueList<MyMoneySchedule> todays;
|
|
TQValueList<MyMoneySchedule>::Iterator t_it;
|
|
for (t_it=schedule.begin(); t_it!=schedule.end();) {
|
|
if ((*t_it).nextDueDate() == TQDate::currentDate()) {
|
|
todays.append(*t_it);
|
|
(*t_it).setNextDueDate((*t_it).nextPayment((*t_it).nextDueDate()));
|
|
|
|
//if nextDueDate is still currentDate then remove it from scheduled payments
|
|
if ((*t_it).nextDueDate() == TQDate::currentDate()) {
|
|
t_it = schedule.remove(t_it);
|
|
continue;
|
|
}
|
|
}
|
|
++t_it;
|
|
}
|
|
|
|
if (todays.count() > 0) {
|
|
m_part->write("<div class=\"gap\"> </div>\n");
|
|
m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
m_part->write(TQString("<tr class=\"itemtitle\"><td class=\"left\" colspan=\"5\">%1</td></tr>\n").arg(i18n("Today's payments")));
|
|
m_part->write("<tr class=\"item\">");
|
|
m_part->write("<td class=\"left\" width=\"10%\">");
|
|
m_part->write(i18n("Date"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"left\" width=\"40%\">");
|
|
m_part->write(i18n("Schedule"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"left\" width=\"20%\">");
|
|
m_part->write(i18n("Account"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"right\" width=\"15%\">");
|
|
m_part->write(i18n("Amount"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"right\" width=\"15%\">");
|
|
m_part->write(i18n("Balance after"));
|
|
m_part->write("</td>");
|
|
m_part->write("</tr>");
|
|
|
|
for(t_it = todays.begin(); t_it != todays.end(); ++t_it) {
|
|
m_part->write(TQString("<tr class=\"row-%1\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
showPaymentEntry(*t_it);
|
|
m_part->write("</tr>");
|
|
}
|
|
m_part->write("</table>");
|
|
}
|
|
|
|
if (schedule.count() > 0)
|
|
{
|
|
m_part->write("<div class=\"gap\"> </div>\n");
|
|
|
|
TQValueList<MyMoneySchedule>::Iterator it;
|
|
|
|
m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
m_part->write(TQString("<tr class=\"itemtitle\"><td class=\"left\" colspan=\"5\">%1</td></tr>\n").arg(i18n("Future payments")));
|
|
m_part->write("<tr class=\"item\">");
|
|
m_part->write("<td class=\"left\" width=\"10%\">");
|
|
m_part->write(i18n("Date"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"left\" width=\"40%\">");
|
|
m_part->write(i18n("Schedule"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"left\" width=\"20%\">");
|
|
m_part->write(i18n("Account"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"right\" width=\"15%\">");
|
|
m_part->write(i18n("Amount"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"right\" width=\"15%\">");
|
|
m_part->write(i18n("Balance after"));
|
|
m_part->write("</td>");
|
|
m_part->write("</tr>");
|
|
|
|
// show all or the first 6 entries
|
|
int cnt;
|
|
cnt = (m_showAllSchedules) ? -1 : 6;
|
|
bool needMoreLess = m_showAllSchedules;
|
|
|
|
TQDate lastDate = TQDate::currentDate().addMonths(1);
|
|
qBubbleSort(schedule);
|
|
do {
|
|
it = schedule.begin();
|
|
if(it == schedule.end())
|
|
break;
|
|
|
|
// if the next due date is invalid (schedule is finished)
|
|
// we remove it from the list
|
|
TQDate nextDate = (*it).nextDueDate();
|
|
if(!nextDate.isValid()) {
|
|
schedule.remove(it);
|
|
continue;
|
|
}
|
|
|
|
if (nextDate > lastDate)
|
|
break;
|
|
|
|
if(cnt == 0) {
|
|
needMoreLess = true;
|
|
break;
|
|
}
|
|
if(cnt > 0)
|
|
--cnt;
|
|
|
|
m_part->write(TQString("<tr class=\"row-%1\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
showPaymentEntry(*it);
|
|
m_part->write("</tr>");
|
|
|
|
// for single occurence we have reported everything so we
|
|
// better get out of here.
|
|
if((*it).occurence() == MyMoneySchedule::OCCUR_ONCE) {
|
|
schedule.remove(it);
|
|
continue;
|
|
}
|
|
|
|
//if nextPayment returns an invalid date, setNextDueDate will just skip it, resulting in a loop
|
|
//we check the resulting date and erase the schedule if invalid
|
|
if(!((*it).nextPayment((*it).nextDueDate())).isValid()) {
|
|
schedule.remove(it);
|
|
continue;
|
|
}
|
|
|
|
(*it).setNextDueDate((*it).nextPayment((*it).nextDueDate()));
|
|
qBubbleSort(schedule);
|
|
}
|
|
while(1);
|
|
|
|
if (needMoreLess) {
|
|
m_part->write(TQString("<tr class=\"row-%1\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
m_part->write("<td>");
|
|
if(m_showAllSchedules) {
|
|
m_part->write(link(VIEW_SCHEDULE, TQString("?mode=%1").arg("reduced")) + i18n("Less...") + linkend());
|
|
} else {
|
|
m_part->write(link(VIEW_SCHEDULE, TQString("?mode=%1").arg("full")) + i18n("More...") + linkend());
|
|
}
|
|
m_part->write("</td><td></td><td></td><td></td><td></td>");
|
|
m_part->write("</tr>");
|
|
}
|
|
m_part->write("</table>");
|
|
}
|
|
}
|
|
m_part->write("</div></div>");
|
|
}
|
|
|
|
void KHomeView::showPaymentEntry(const MyMoneySchedule& sched, int cnt)
|
|
{
|
|
TQString tmp;
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
|
|
try {
|
|
MyMoneyAccount acc = sched.account();
|
|
if(acc.id()) {
|
|
MyMoneyTransaction t = sched.transaction();
|
|
// only show the entry, if it is still active
|
|
// FIXME clean old code
|
|
// if(!sched.isFinished() && sched.nextPayment(sched.lastPayment()) != TQDate()) {
|
|
if(!sched.isFinished()) {
|
|
MyMoneySplit sp = t.splitByAccount(acc.id(), true);
|
|
|
|
TQString pathEnter, pathSkip;
|
|
KGlobal::iconLoader()->loadIcon("key_enter", KIcon::Small, KIcon::SizeSmall, KIcon::DefaultState, &pathEnter);
|
|
KGlobal::iconLoader()->loadIcon("player_fwd", KIcon::Small, KIcon::SizeSmall, KIcon::DefaultState, &pathSkip);
|
|
|
|
//show payment date
|
|
tmp = TQString("<td>") +
|
|
KGlobal::locale()->formatDate(sched.adjustedNextDueDate(), true) +
|
|
"</td><td>";
|
|
if(pathEnter.length() > 0)
|
|
tmp += link(VIEW_SCHEDULE, TQString("?id=%1&mode=enter").arg(sched.id()), i18n("Enter schedule")) + TQString("<img src=\"file://%1\" border=\"0\"></a>").arg(pathEnter) + linkend();
|
|
if(pathSkip.length() > 0)
|
|
tmp += " " + link(VIEW_SCHEDULE, TQString("?id=%1&mode=skip").arg(sched.id()), i18n("Skip schedule")) + TQString("<img src=\"file://%1\" border=\"0\"></a>").arg(pathSkip) + linkend();
|
|
|
|
tmp += TQString(" ");
|
|
tmp += link(VIEW_SCHEDULE, TQString("?id=%1&mode=edit").arg(sched.id()), i18n("Edit schedule")) + sched.name() + linkend();
|
|
|
|
//show quantity of payments overdue if any
|
|
if(cnt > 1)
|
|
tmp += i18n(" (%1 payments)").arg(cnt);
|
|
|
|
//show account of the main split
|
|
tmp += "</td><td>";
|
|
tmp += TQString(file->account(acc.id()).name());
|
|
|
|
//show amount of the schedule
|
|
tmp += "</td><td align=\"right\">";
|
|
|
|
const MyMoneySecurity& currency = MyMoneyFile::instance()->currency(acc.currencyId());
|
|
TQString amount = (sp.value()*cnt).formatMoney(acc, currency);
|
|
amount.replace(" "," ");
|
|
tmp += showColoredAmount(amount, (sp.value()*cnt).isNegative()) ;
|
|
tmp += "</td>";
|
|
//show balance after payments
|
|
tmp += "<td align=\"right\">";
|
|
MyMoneyMoney payment = MyMoneyMoney((sp.value()*cnt));
|
|
TQDate paymentDate = TQDate(sched.nextDueDate());
|
|
MyMoneyMoney balanceAfter = forecastPaymentBalance(acc, payment, paymentDate);
|
|
TQString balance = balanceAfter.formatMoney(acc, currency);
|
|
balance.replace(" "," ");
|
|
tmp += showColoredAmount(balance, balanceAfter.isNegative());
|
|
tmp += "</td>";
|
|
|
|
// tqDebug("paymentEntry = '%s'", tmp.latin1());
|
|
m_part->write(tmp);
|
|
}
|
|
}
|
|
} catch(MyMoneyException* e) {
|
|
tqDebug("Unable to display schedule entry: %s", e->what().data());
|
|
delete e;
|
|
}
|
|
}
|
|
|
|
void KHomeView::showAccounts(KHomeView::paymentTypeE type, const TQString& header)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
TQValueList<MyMoneyAccount> accounts;
|
|
TQValueList<MyMoneyAccount>::Iterator it;
|
|
TQValueList<MyMoneyAccount>::Iterator prevIt;
|
|
TQMap<TQString, MyMoneyAccount> nameIdx;
|
|
|
|
bool showClosedAccounts = kmymoney2->toggleAction("view_show_all_accounts")->isChecked();
|
|
|
|
// get list of all accounts
|
|
file->accountList(accounts);
|
|
for(it = accounts.begin(); it != accounts.end();) {
|
|
prevIt = it;
|
|
if(!(*it).isClosed() || showClosedAccounts) {
|
|
switch((*it).accountType()) {
|
|
case MyMoneyAccount::Expense:
|
|
case MyMoneyAccount::Income:
|
|
// never show a category account
|
|
// Note: This might be different in a future version when
|
|
// the homepage also shows category based information
|
|
it = accounts.remove(it);
|
|
break;
|
|
|
|
// Asset and Liability accounts are only shown if they
|
|
// have the preferred flag set
|
|
case MyMoneyAccount::Asset:
|
|
case MyMoneyAccount::Liability:
|
|
case MyMoneyAccount::Investment:
|
|
// if preferred accounts are requested, then keep in list
|
|
if((*it).value("PreferredAccount") != "Yes"
|
|
|| (type & Preferred) == 0) {
|
|
it = accounts.remove(it);
|
|
}
|
|
break;
|
|
|
|
// Check payment accounts. If payment and preferred is selected,
|
|
// then always show them. If only payment is selected, then
|
|
// show only if preferred flag is not set.
|
|
case MyMoneyAccount::Checkings:
|
|
case MyMoneyAccount::Savings:
|
|
case MyMoneyAccount::Cash:
|
|
case MyMoneyAccount::CreditCard:
|
|
switch(type & (Payment | Preferred)) {
|
|
case Payment:
|
|
if((*it).value("PreferredAccount") == "Yes")
|
|
it = accounts.remove(it);
|
|
break;
|
|
|
|
case Preferred:
|
|
if((*it).value("PreferredAccount") != "Yes")
|
|
it = accounts.remove(it);
|
|
break;
|
|
|
|
case Payment | Preferred:
|
|
break;
|
|
|
|
default:
|
|
it = accounts.remove(it);
|
|
break;
|
|
}
|
|
break;
|
|
|
|
// filter all accounts that are not used on homepage views
|
|
default:
|
|
it = accounts.remove(it);
|
|
break;
|
|
}
|
|
|
|
} else if((*it).isClosed() || (*it).isInvest()) {
|
|
// don't show if closed or a stock account
|
|
it = accounts.remove(it);
|
|
}
|
|
|
|
// if we still point to the same account we keep it in the list and move on ;-)
|
|
if(prevIt == it) {
|
|
d->addNameIndex(nameIdx, *it);
|
|
++it;
|
|
}
|
|
}
|
|
|
|
if(accounts.count() > 0) {
|
|
TQString tmp;
|
|
int i = 0;
|
|
tmp = "<div class=\"shadow\"><div class=\"displayblock\"><div class=\"summaryheader\">" + header + "</div>\n<div class=\"gap\"> </div>\n";
|
|
m_part->write(tmp);
|
|
m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
m_part->write("<tr class=\"item\"><td class=\"left\" width=\"35%\">");
|
|
m_part->write(i18n("Account"));
|
|
m_part->write("</td><td width=\"25%\" class=\"right\">");
|
|
m_part->write(i18n("Current Balance"));
|
|
m_part->write("</td>");
|
|
//only show limit info if user chose to do so
|
|
if(KMyMoneyGlobalSettings::showLimitInfo()) {
|
|
m_part->write("<td width=\"40%\" class=\"right\">");
|
|
m_part->write(i18n("To Minimum Balance / Maximum Credit"));
|
|
m_part->write("</td>");
|
|
}
|
|
m_part->write("</tr>");
|
|
|
|
|
|
TQMap<TQString, MyMoneyAccount>::const_iterator it_m;
|
|
for(it_m = nameIdx.begin(); it_m != nameIdx.end(); ++it_m) {
|
|
m_part->write(TQString("<tr class=\"row-%1\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
showAccountEntry(*it_m);
|
|
m_part->write("</tr>");
|
|
}
|
|
m_part->write("</table></div></div>");
|
|
}
|
|
}
|
|
|
|
void KHomeView::showAccountEntry(const MyMoneyAccount& acc)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
MyMoneySecurity currency = file->currency(acc.currencyId());
|
|
MyMoneyMoney value;
|
|
|
|
bool showLimit = KMyMoneyGlobalSettings::showLimitInfo();
|
|
|
|
if(acc.accountType() == MyMoneyAccount::Investment) {
|
|
//investment accounts show the balances of all its subaccounts
|
|
value = investmentBalance(acc);
|
|
|
|
//investment accounts have no minimum balance
|
|
showAccountEntry(acc, value, MyMoneyMoney(), showLimit);
|
|
} else {
|
|
//get balance for normal accounts
|
|
value = file->balance(acc.id(), TQDate::currentDate());
|
|
|
|
//if credit card or checkings account, show maximum credit
|
|
if( acc.accountType() == MyMoneyAccount::CreditCard ||
|
|
acc.accountType() == MyMoneyAccount::Checkings ) {
|
|
TQString maximumCredit = acc.value("maxCreditAbsolute");
|
|
MyMoneyMoney maxCredit = MyMoneyMoney(maximumCredit);
|
|
showAccountEntry(acc, value, value - maxCredit, showLimit);
|
|
} else {
|
|
//otherwise use minimum balance
|
|
TQString minimumBalance = acc.value("minBalanceAbsolute");
|
|
MyMoneyMoney minBalance = MyMoneyMoney(minimumBalance);
|
|
showAccountEntry(acc, value, value - minBalance, showLimit);
|
|
}
|
|
}
|
|
}
|
|
|
|
void KHomeView::showAccountEntry(const MyMoneyAccount& acc, const MyMoneyMoney& value, const MyMoneyMoney& valueToMinBal, const bool showMinBal)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
TQString tmp;
|
|
MyMoneySecurity currency = file->currency(acc.currencyId());
|
|
TQString amount;
|
|
TQString amountToMinBal;
|
|
|
|
//format amounts
|
|
amount = value.formatMoney(acc, currency);
|
|
amount.replace(" "," ");
|
|
if(showMinBal) {
|
|
amountToMinBal = valueToMinBal.formatMoney(acc, currency);
|
|
amountToMinBal.replace(" "," ");
|
|
}
|
|
|
|
tmp = TQString("<td>") +
|
|
link(VIEW_LEDGER, TQString("?id=%1").arg(acc.id())) + acc.name() + linkend() + "</td>";
|
|
|
|
//show account balance
|
|
tmp += TQString("<td class=\"right\">%1</td>").arg(showColoredAmount(amount, value.isNegative()));
|
|
|
|
//show minimum balance column if requested
|
|
if(showMinBal) {
|
|
//if it is an investment, show minimum balance empty
|
|
if(acc.accountType() == MyMoneyAccount::Investment) {
|
|
tmp += TQString("<td class=\"right\"> </td>");
|
|
} else {
|
|
//show minimum balance entry
|
|
tmp += TQString("<td class=\"right\">%1</td>").arg(showColoredAmount(amountToMinBal, valueToMinBal.isNegative()));
|
|
}
|
|
}
|
|
// tqDebug("accountEntry = '%s'", tmp.latin1());
|
|
m_part->write(tmp);
|
|
}
|
|
|
|
MyMoneyMoney KHomeView::investmentBalance(const MyMoneyAccount& acc)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
MyMoneyMoney value;
|
|
|
|
value = file->balance(acc.id());
|
|
TQValueList<TQString>::const_iterator it_a;
|
|
for(it_a = acc.accountList().begin(); it_a != acc.accountList().end(); ++it_a) {
|
|
MyMoneyAccount stock = file->account(*it_a);
|
|
try {
|
|
MyMoneyMoney val;
|
|
MyMoneyMoney balance = file->balance(stock.id());
|
|
MyMoneySecurity security = file->security(stock.currencyId());
|
|
MyMoneyPrice price = file->price(stock.currencyId(), security.tradingCurrency());
|
|
val = (balance * price.rate(security.tradingCurrency())).convert(MyMoneyMoney::precToDenom(KMyMoneyGlobalSettings::pricePrecision()));
|
|
// adjust value of security to the currency of the account
|
|
MyMoneySecurity accountCurrency = file->currency(acc.currencyId());
|
|
val = val * file->price(security.tradingCurrency(), accountCurrency.id()).rate(accountCurrency.id());
|
|
val = val.convert(acc.fraction());
|
|
value += val;
|
|
} catch(MyMoneyException* e) {
|
|
tqWarning("%s", (TQString("cannot convert stock balance of %1 to base currency: %2").arg(stock.name(), e->what())).data());
|
|
delete e;
|
|
}
|
|
}
|
|
return value;
|
|
}
|
|
|
|
void KHomeView::showFavoriteReports(void)
|
|
{
|
|
TQValueList<MyMoneyReport> reports = MyMoneyFile::instance()->reportList();
|
|
|
|
if ( reports.count() > 0 )
|
|
{
|
|
bool firstTime = 1;
|
|
int row = 0;
|
|
TQValueList<MyMoneyReport>::const_iterator it_report = reports.begin();
|
|
while( it_report != reports.end() )
|
|
{
|
|
if ( (*it_report).isFavorite() ) {
|
|
if(firstTime) {
|
|
m_part->write(TQString("<div class=\"shadow\"><div class=\"displayblock\"><div class=\"summaryheader\">%1</div>\n<div class=\"gap\"> </div>\n").arg(i18n("Favorite Reports")));
|
|
m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
m_part->write("<tr class=\"item\"><td class=\"left\" width=\"40%\">");
|
|
m_part->write(i18n("Report"));
|
|
m_part->write("</td><td width=\"60%\" class=\"left\">");
|
|
m_part->write(i18n("Comment"));
|
|
m_part->write("</td></tr>");
|
|
firstTime = false;
|
|
}
|
|
|
|
m_part->write(TQString("<tr class=\"row-%1\"><td>%2%3%4</td><td align=\"left\">%5</td></tr>")
|
|
.arg(row++ & 0x01 ? "even" : "odd")
|
|
.arg(link(VIEW_REPORTS, TQString("?id=%1").arg((*it_report).id())))
|
|
.arg((*it_report).name())
|
|
.arg(linkend())
|
|
.arg((*it_report).comment())
|
|
);
|
|
}
|
|
|
|
++it_report;
|
|
}
|
|
if(!firstTime)
|
|
m_part->write("</table></div></div>");
|
|
}
|
|
}
|
|
|
|
void KHomeView::showForecast(void)
|
|
{
|
|
TQMap<TQString, MyMoneyAccount> nameIdx;
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
TQValueList<MyMoneyAccount> accList;
|
|
|
|
// if forecast has not been executed yet, do it.
|
|
if(!m_forecast.isForecastDone())
|
|
doForecast();
|
|
|
|
accList = m_forecast.accountList();
|
|
|
|
// add it to a map to have it ordered by name
|
|
TQValueList<MyMoneyAccount>::const_iterator accList_t = accList.begin();
|
|
for ( ; accList_t != accList.end(); ++accList_t ) {
|
|
d->addNameIndex(nameIdx, *accList_t);
|
|
}
|
|
|
|
if(nameIdx.count() > 0) {
|
|
int i = 0;
|
|
|
|
int colspan = 1;
|
|
// get begin day
|
|
int beginDay = TQDate::currentDate().daysTo(m_forecast.beginForecastDate());
|
|
// if begin day is today skip to next cycle
|
|
if(beginDay == 0)
|
|
beginDay = m_forecast.accountsCycle();
|
|
|
|
// Now output header
|
|
m_part->write(TQString("<div class=\"shadow\"><div class=\"displayblock\"><div class=\"summaryheader\">%1</div>\n<div class=\"gap\"> </div>\n").arg(i18n("%1 Day Forecast").arg(m_forecast.forecastDays())));
|
|
m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
m_part->write("<tr class=\"item\"><td class=\"left\" width=\"40%\">");
|
|
m_part->write(i18n("Account"));
|
|
m_part->write("</td>");
|
|
int colWidth = 55/ (m_forecast.forecastDays() / m_forecast.accountsCycle());
|
|
for(i = 0; (i*m_forecast.accountsCycle() + beginDay) <= m_forecast.forecastDays(); ++i) {
|
|
m_part->write(TQString("<td width=\"%1%\" class=\"right\">").arg(colWidth));
|
|
|
|
m_part->write(i18n("%1 days").arg(i*m_forecast.accountsCycle() + beginDay));
|
|
m_part->write("</td>");
|
|
colspan++;
|
|
}
|
|
m_part->write("</tr>");
|
|
|
|
// Now output entries
|
|
i = 0;
|
|
|
|
TQMap<TQString, MyMoneyAccount>::ConstIterator it_account;
|
|
for(it_account = nameIdx.begin(); it_account != nameIdx.end(); ++it_account) {
|
|
//MyMoneyAccount acc = (*it_n);
|
|
|
|
m_part->write(TQString("<tr class=\"row-%1\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
m_part->write(TQString("<td width=\"40%\">") +
|
|
link(VIEW_LEDGER, TQString("?id=%1").arg((*it_account).id())) + (*it_account).name() + linkend() + "</td>");
|
|
|
|
int dropZero = -1; //account dropped below zero
|
|
int dropMinimum = -1; //account dropped below minimum balance
|
|
TQString minimumBalance = (*it_account).value("minimumBalance");
|
|
MyMoneyMoney minBalance = MyMoneyMoney(minimumBalance);
|
|
MyMoneySecurity currency;
|
|
MyMoneyMoney forecastBalance;
|
|
|
|
//change account to deep currency if account is an investment
|
|
if((*it_account).isInvest()) {
|
|
MyMoneySecurity underSecurity = file->security((*it_account).currencyId());
|
|
currency = file->security(underSecurity.tradingCurrency());
|
|
} else {
|
|
currency = file->security((*it_account).currencyId());
|
|
}
|
|
|
|
for (int f = beginDay; f <= m_forecast.forecastDays(); f += m_forecast.accountsCycle()) {
|
|
forecastBalance = m_forecast.forecastBalance(*it_account, TQDate::currentDate().addDays(f));
|
|
TQString amount;
|
|
amount = forecastBalance.formatMoney( *it_account, currency);
|
|
amount.replace(" "," ");
|
|
m_part->write(TQString("<td width=\"%1%\" align=\"right\">").arg(colWidth));
|
|
m_part->write(TQString("%1</td>").arg(showColoredAmount(amount, forecastBalance.isNegative())));
|
|
}
|
|
|
|
m_part->write("</tr>");
|
|
|
|
//Check if the account is going to be below zero or below the minimal balance in the forecast period
|
|
|
|
//Check if the account is going to be below minimal balance
|
|
dropMinimum = m_forecast.daysToMinimumBalance(*it_account);
|
|
|
|
//Check if the account is going to be below zero in the future
|
|
dropZero = m_forecast.daysToZeroBalance(*it_account);
|
|
|
|
|
|
// spit out possible warnings
|
|
TQString 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 = i18n("The balance of %1 is below the minimum balance %2 today.").arg((*it_account).name()).arg(minBalance.formatMoney(*it_account, currency));
|
|
msg = showColoredAmount(msg, true);
|
|
break;
|
|
default:
|
|
msg = i18n("The balance of %1 will drop below the minimum balance %2 in %3 days.").arg((*it_account).name()).arg(minBalance.formatMoney(*it_account, currency)).arg(dropMinimum-1);
|
|
msg = showColoredAmount(msg, true);
|
|
break;
|
|
}
|
|
|
|
if(!msg.isEmpty()) {
|
|
m_part->write(TQString("<tr class=\"warning\" style=\"font-weight: normal;\" ><td colspan=%2 align=\"center\" >%1</td></tr>").arg(msg).arg(colspan));
|
|
}
|
|
}
|
|
// a drop below zero is always shown
|
|
msg = TQString();
|
|
switch(dropZero) {
|
|
case -1:
|
|
break;
|
|
case 0:
|
|
if((*it_account).accountGroup() == MyMoneyAccount::Asset) {
|
|
msg = i18n("The balance of %1 is below %2 today.").arg((*it_account).name()).arg(MyMoneyMoney().formatMoney(*it_account, currency));
|
|
msg = showColoredAmount(msg, true);
|
|
break;
|
|
}
|
|
if((*it_account).accountGroup() == MyMoneyAccount::Liability) {
|
|
msg = i18n("The balance of %1 is above %2 today.").arg((*it_account).name()).arg(MyMoneyMoney().formatMoney(*it_account, currency));
|
|
break;
|
|
}
|
|
break;
|
|
default:
|
|
if((*it_account).accountGroup() == MyMoneyAccount::Asset) {
|
|
msg = i18n("The balance of %1 will drop below %2 in %3 days.").arg((*it_account).name()).arg(MyMoneyMoney().formatMoney(*it_account, currency)).arg(dropZero);
|
|
msg = showColoredAmount(msg, true);
|
|
break;
|
|
}
|
|
if((*it_account).accountGroup() == MyMoneyAccount::Liability) {
|
|
msg = i18n("The balance of %1 will raise above %2 in %3 days.").arg((*it_account).name()).arg(MyMoneyMoney().formatMoney(*it_account, currency)).arg(dropZero);
|
|
break;
|
|
}
|
|
}
|
|
if(!msg.isEmpty()) {
|
|
m_part->write(TQString("<tr class=\"warning\"><td colspan=%2 align=\"center\" ><b>%1</b></td></tr>").arg(msg).arg(colspan));
|
|
}
|
|
}
|
|
m_part->write("</table></div></div>");
|
|
|
|
}
|
|
}
|
|
|
|
const TQString KHomeView::link(const TQString& view, const TQString& query, const TQString& _title) const
|
|
{
|
|
TQString titlePart;
|
|
TQString title(_title);
|
|
if(!title.isEmpty())
|
|
titlePart = TQString(" title=\"%1\"").arg(title.replace(" ", " "));
|
|
|
|
return TQString("<a href=\"/%1%2\"%3>").arg(view, query, titlePart);
|
|
}
|
|
|
|
const TQString KHomeView::linkend(void) const
|
|
{
|
|
return "</a>";
|
|
}
|
|
|
|
void KHomeView::slotOpenURL(const KURL &url, const KParts::URLArgs& /* args */)
|
|
{
|
|
TQString protocol = url.protocol();
|
|
TQString view = url.fileName(false);
|
|
TQString id = url.queryItem("id");
|
|
TQString mode = url.queryItem("mode");
|
|
|
|
if ( protocol == "http" )
|
|
{
|
|
KApplication::kApplication()->invokeBrowser(url.prettyURL());
|
|
}
|
|
else if ( protocol == "mailto" )
|
|
{
|
|
KApplication::kApplication()->invokeMailer(url);
|
|
}
|
|
else
|
|
{
|
|
if(view == VIEW_LEDGER) {
|
|
emit ledgerSelected(id, TQString());
|
|
|
|
} else if(view == VIEW_SCHEDULE) {
|
|
if(mode == "enter") {
|
|
emit scheduleSelected(id);
|
|
KMainWindow* mw = dynamic_cast<KMainWindow*>(tqApp->mainWidget());
|
|
TQ_CHECK_PTR(mw);
|
|
TQTimer::singleShot(0, mw->actionCollection()->action("schedule_enter"), TQT_SLOT(activate()));
|
|
|
|
} else if(mode == "edit") {
|
|
emit scheduleSelected(id);
|
|
KMainWindow* mw = dynamic_cast<KMainWindow*>(tqApp->mainWidget());
|
|
TQ_CHECK_PTR(mw);
|
|
TQTimer::singleShot(0, mw->actionCollection()->action("schedule_edit"), TQT_SLOT(activate()));
|
|
|
|
} else if(mode == "skip") {
|
|
emit scheduleSelected(id);
|
|
KMainWindow* mw = dynamic_cast<KMainWindow*>(tqApp->mainWidget());
|
|
TQ_CHECK_PTR(mw);
|
|
TQTimer::singleShot(0, mw->actionCollection()->action("schedule_skip"), TQT_SLOT(activate()));
|
|
|
|
} else if(mode == "full") {
|
|
m_showAllSchedules = true;
|
|
loadView();
|
|
|
|
} else if(mode == "reduced") {
|
|
m_showAllSchedules = false;
|
|
loadView();
|
|
}
|
|
|
|
} else if(view == VIEW_REPORTS) {
|
|
emit reportSelected(id);
|
|
|
|
} else if(view == VIEW_WELCOME) {
|
|
KMainWindow* mw = dynamic_cast<KMainWindow*>(tqApp->mainWidget());
|
|
TQ_CHECK_PTR(mw);
|
|
if ( mode == "whatsnew" )
|
|
{
|
|
TQString fname = KMyMoneyUtils::findResource("appdata",TQString("html/whats_new%1.html"));
|
|
if(!fname.isEmpty())
|
|
m_part->openURL(fname);
|
|
}
|
|
else
|
|
m_part->openURL(m_filename);
|
|
|
|
} else if(view == "action") {
|
|
KMainWindow* mw = dynamic_cast<KMainWindow*>(tqApp->mainWidget());
|
|
TQ_CHECK_PTR(mw);
|
|
TQTimer::singleShot(0, mw->actionCollection()->action( id ), TQT_SLOT(activate()));
|
|
|
|
} else if(view == VIEW_HOME) {
|
|
TQValueList<MyMoneyAccount> list;
|
|
MyMoneyFile::instance()->accountList(list);
|
|
if(list.count() == 0) {
|
|
KMessageBox::information(this, i18n("Before KMyMoney can give you detailed information about your financial status, you need to create at least one account. Until then, KMyMoney shows the welcome page instead."));
|
|
}
|
|
loadView();
|
|
|
|
} else {
|
|
tqDebug("Unknown view '%s' in KHomeView::slotOpenURL()", view.latin1());
|
|
}
|
|
}
|
|
}
|
|
|
|
void KHomeView::showAssetsLiabilities(void)
|
|
{
|
|
TQValueList<MyMoneyAccount> accounts;
|
|
TQValueList<MyMoneyAccount>::Iterator it;
|
|
TQMap<TQString, MyMoneyAccount> nameAssetsIdx;
|
|
TQMap<TQString, MyMoneyAccount> nameLiabilitiesIdx;
|
|
MyMoneyMoney netAssets;
|
|
MyMoneyMoney netLiabilities;
|
|
TQString fontStart, fontEnd;
|
|
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
int prec = MyMoneyMoney::denomToPrec(file->baseCurrency().smallestAccountFraction());
|
|
int i = 0;
|
|
|
|
|
|
// get list of all accounts
|
|
file->accountList(accounts);
|
|
for(it = accounts.begin(); it != accounts.end();) {
|
|
if(!(*it).isClosed()) {
|
|
switch((*it).accountType()) {
|
|
// group all assets into one list but make sure that investment accounts always show up
|
|
case MyMoneyAccount::Investment:
|
|
d->addNameIndex(nameAssetsIdx, *it);
|
|
break;
|
|
|
|
case MyMoneyAccount::Checkings:
|
|
case MyMoneyAccount::Savings:
|
|
case MyMoneyAccount::Cash:
|
|
case MyMoneyAccount::Asset:
|
|
case MyMoneyAccount::AssetLoan:
|
|
// list account if it's the last in the hierarchy or has transactions in it
|
|
if((*it).accountList().isEmpty() || (file->transactionCount((*it).id()) > 0)) {
|
|
d->addNameIndex(nameAssetsIdx, *it);
|
|
}
|
|
break;
|
|
|
|
// group the liabilities into the other
|
|
case MyMoneyAccount::CreditCard:
|
|
case MyMoneyAccount::Liability:
|
|
case MyMoneyAccount::Loan:
|
|
// list account if it's the last in the hierarchy or has transactions in it
|
|
if((*it).accountList().isEmpty() || (file->transactionCount((*it).id()) > 0)) {
|
|
d->addNameIndex(nameLiabilitiesIdx, *it);
|
|
}
|
|
break;
|
|
|
|
default:
|
|
break;
|
|
}
|
|
}
|
|
++it;
|
|
}
|
|
|
|
//only do it if we have assets or liabilities account
|
|
if(nameAssetsIdx.count() > 0 || nameLiabilitiesIdx.count() > 0) {
|
|
//print header
|
|
m_part->write("<div class=\"shadow\"><div class=\"displayblock\"><div class=\"summaryheader\">" + i18n("Assets and Liabilities Summary") + "</div>\n<div class=\"gap\"> </div>\n");
|
|
m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
//column titles
|
|
m_part->write("<tr class=\"item\"><td class=\"left\" width=\"30%\">");
|
|
m_part->write(i18n("Asset Accounts"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"15%\" class=\"right\">");
|
|
m_part->write(i18n("Current Balance"));
|
|
m_part->write("</td>");
|
|
//intermediate row to separate both columns
|
|
m_part->write("<td width=\"10%\" class=\"setcolor\"></td>");
|
|
m_part->write("<td class=\"left\" width=\"30%\">");
|
|
m_part->write(i18n("Liability Accounts"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"15%\" class=\"right\">");
|
|
m_part->write(i18n("Current Balance"));
|
|
m_part->write("</td></tr>");
|
|
|
|
//get asset and liability accounts
|
|
TQMap<TQString, MyMoneyAccount>::const_iterator asset_it = nameAssetsIdx.begin();
|
|
TQMap<TQString,MyMoneyAccount>::const_iterator liabilities_it = nameLiabilitiesIdx.begin();
|
|
for(; asset_it != nameAssetsIdx.end() || liabilities_it != nameLiabilitiesIdx.end();) {
|
|
m_part->write(TQString("<tr class=\"row-%1\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
//write an asset account if we still have any
|
|
if(asset_it != nameAssetsIdx.end()) {
|
|
MyMoneyMoney value;
|
|
//investment accounts consolidate the balance of its subaccounts
|
|
if( (*asset_it).accountType() == MyMoneyAccount::Investment) {
|
|
value = investmentBalance(*asset_it);
|
|
} else {
|
|
value = MyMoneyFile::instance()->balance((*asset_it).id(), TQDate::currentDate());
|
|
}
|
|
//calculate balance for foreign currency accounts
|
|
if((*asset_it).currencyId() != file->baseCurrency().id()) {
|
|
ReportAccount repAcc = ReportAccount((*asset_it).id());
|
|
MyMoneyMoney curPrice = repAcc.baseCurrencyPrice(TQDate::currentDate());
|
|
MyMoneyMoney baseValue = value * curPrice;
|
|
baseValue = baseValue.convert(10000);
|
|
netAssets += baseValue;
|
|
} else {
|
|
netAssets += value;
|
|
}
|
|
//show the account without minimum balance
|
|
showAccountEntry(*asset_it, value, MyMoneyMoney(), false);
|
|
++asset_it;
|
|
} else {
|
|
//write a white space if we don't
|
|
m_part->write("<td></td><td></td>");
|
|
}
|
|
|
|
//leave the intermediate column empty
|
|
m_part->write("<td class=\"setcolor\"></td>");
|
|
|
|
//write a liability account
|
|
if(liabilities_it != nameLiabilitiesIdx.end()) {
|
|
MyMoneyMoney value;
|
|
value = MyMoneyFile::instance()->balance((*liabilities_it).id(), TQDate::currentDate());
|
|
//calculate balance if foreign currency
|
|
if((*liabilities_it).currencyId() != file->baseCurrency().id()) {
|
|
ReportAccount repAcc = ReportAccount((*liabilities_it).id());
|
|
MyMoneyMoney curPrice = repAcc.baseCurrencyPrice(TQDate::currentDate());
|
|
MyMoneyMoney baseValue = value * curPrice;
|
|
baseValue = baseValue.convert(10000);
|
|
netLiabilities += baseValue;
|
|
} else {
|
|
netLiabilities += value;
|
|
}
|
|
//show the account without minimum balance
|
|
showAccountEntry(*liabilities_it, value, MyMoneyMoney(), false);
|
|
++liabilities_it;
|
|
} else {
|
|
//leave the space empty if we run out of liabilities
|
|
m_part->write("<td></td><td></td>");
|
|
}
|
|
m_part->write("</tr>");
|
|
}
|
|
//calculate net worth
|
|
MyMoneyMoney netWorth = netAssets+netLiabilities;
|
|
|
|
//format assets, liabilities and net worth
|
|
TQString amountAssets = netAssets.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountLiabilities = netLiabilities.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountNetWorth = netWorth.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
amountAssets.replace(" "," ");
|
|
amountLiabilities.replace(" "," ");
|
|
amountNetWorth.replace(" "," ");
|
|
|
|
m_part->write(TQString("<tr class=\"row-%1\" style=\"font-weight:bold;\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
|
|
//print total for assets
|
|
m_part->write(TQString("<td class=\"left\">%1</td><td align=\"right\">%2</td>").arg(i18n("Total Assets")).arg(showColoredAmount(amountAssets, netAssets.isNegative())));
|
|
|
|
//leave the intermediate column empty
|
|
m_part->write("<td class=\"setcolor\"></td>");
|
|
|
|
//print total liabilities
|
|
m_part->write(TQString("<td class=\"left\">%1</td><td align=\"right\">%2</td>").arg(i18n("Total Liabilities")).arg(showColoredAmount(amountLiabilities, netLiabilities.isNegative())));
|
|
m_part->write("</tr>");
|
|
|
|
//print net worth
|
|
m_part->write(TQString("<tr class=\"row-%1\" style=\"font-weight:bold;\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
|
|
m_part->write("<td></td><td></td><td class=\"setcolor\"></td>");
|
|
m_part->write(TQString("<td class=\"left\">%1</td><td align=\"right\">%2</td>").arg(i18n("Net Worth")).arg(showColoredAmount(amountNetWorth, netWorth.isNegative() )));
|
|
|
|
m_part->write("</tr>");
|
|
m_part->write("</table>");
|
|
m_part->write("</div></div>");
|
|
}
|
|
}
|
|
|
|
void KHomeView::showBudget(void)
|
|
{
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
|
|
if ( file->countBudgets() ) {
|
|
int prec = MyMoneyMoney::denomToPrec(file->baseCurrency().smallestAccountFraction());
|
|
int i = 0;
|
|
|
|
//config report just like "Monthly Budgeted vs Actual
|
|
MyMoneyReport reportCfg = MyMoneyReport(
|
|
MyMoneyReport::eBudgetActual,
|
|
MyMoneyReport::eMonths,
|
|
MyMoneyTransactionFilter::currentMonth,
|
|
MyMoneyReport::eDetailAll,
|
|
i18n("Monthly Budgeted vs. Actual"),
|
|
i18n("Generated Report"));
|
|
|
|
reportCfg.setBudget("Any",true);
|
|
|
|
reports::PivotTable table(reportCfg);
|
|
|
|
PivotGrid grid = table.grid();
|
|
|
|
//div header
|
|
m_part->write("<div class=\"shadow\"><div class=\"displayblock\"><div class=\"summaryheader\">" + i18n("Budget") + "</div>\n<div class=\"gap\"> </div>\n");
|
|
|
|
//display budget summary
|
|
m_part->write("<table width=\"75%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
m_part->write("<tr class=\"itemtitle\">");
|
|
m_part->write("<td class=\"left\" colspan=\"3\">");
|
|
m_part->write(i18n("Current Month Summary"));
|
|
m_part->write("</td></tr>");
|
|
m_part->write("<tr class=\"item\">");
|
|
m_part->write("<td class=\"right\" width=\"33%\">");
|
|
m_part->write(i18n("Budgeted"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"right\" width=\"33%\">");
|
|
m_part->write(i18n("Actual"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"right\" width=\"33%\">");
|
|
m_part->write(i18n("Difference"));
|
|
m_part->write("</td></tr>");
|
|
|
|
m_part->write(TQString("<tr class=\"row-odd\">"));
|
|
|
|
MyMoneyMoney totalBudgetValue = grid.m_total[eBudget].m_total;
|
|
MyMoneyMoney totalActualValue = grid.m_total[eActual].m_total;
|
|
MyMoneyMoney totalBudgetDiffValue = grid.m_total[eBudgetDiff].m_total;
|
|
|
|
TQString totalBudgetAmount = totalBudgetValue.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString totalActualAmount = totalActualValue.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString totalBudgetDiffAmount = totalBudgetDiffValue.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
|
|
m_part->write(TQString("<td align=\"right\">%1</td>").arg(showColoredAmount(totalBudgetAmount, totalBudgetValue.isNegative())));
|
|
m_part->write(TQString("<td align=\"right\">%1</td>").arg(showColoredAmount(totalActualAmount, totalActualValue.isNegative())));
|
|
m_part->write(TQString("<td align=\"right\">%1</td>").arg(showColoredAmount(totalBudgetDiffAmount, totalBudgetDiffValue.isNegative())));
|
|
m_part->write("</tr>");
|
|
m_part->write("</table>");
|
|
|
|
//budget overrun
|
|
m_part->write("<div class=\"gap\"> </div>\n");
|
|
m_part->write("<table width=\"75%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
m_part->write("<tr class=\"itemtitle\">");
|
|
m_part->write("<td class=\"left\" colspan=\"4\">");
|
|
m_part->write(i18n("Budget Overruns"));
|
|
m_part->write("</td></tr>");
|
|
m_part->write("<tr class=\"item\">");
|
|
m_part->write("<td class=\"left\" width=\"30%\">");
|
|
m_part->write(i18n("Account"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"right\" width=\"20%\">");
|
|
m_part->write(i18n("Budgeted"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"right\" width=\"20%\">");
|
|
m_part->write(i18n("Actual"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td class=\"right\" width=\"20%\">");
|
|
m_part->write(i18n("Difference"));
|
|
m_part->write("</td></tr>");
|
|
|
|
|
|
PivotGrid::iterator it_outergroup = grid.begin();
|
|
while ( it_outergroup != grid.end() )
|
|
{
|
|
i = 0;
|
|
PivotOuterGroup::iterator it_innergroup = (*it_outergroup).begin();
|
|
while ( it_innergroup != (*it_outergroup).end() )
|
|
{
|
|
PivotInnerGroup::iterator it_row = (*it_innergroup).begin();
|
|
while ( it_row != (*it_innergroup).end() )
|
|
{
|
|
//column number is 1 because the report includes only current month
|
|
if(it_row.data()[eBudgetDiff][1].isNegative()) {
|
|
//get report account to get the name later
|
|
ReportAccount rowname = it_row.key();
|
|
|
|
//write the outergroup if it is the first row of outergroup being shown
|
|
if(i == 0) {
|
|
m_part->write("<tr style=\"font-weight:bold;\">");
|
|
m_part->write(TQString("<td class=\"left\" colspan=\"4\">%1</td>").arg(KMyMoneyUtils::accountTypeToString( rowname.accountType())));
|
|
m_part->write("</tr>");
|
|
}
|
|
m_part->write(TQString("<tr class=\"row-%1\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
|
|
//get values from grid
|
|
MyMoneyMoney actualValue = it_row.data()[eActual][1];
|
|
MyMoneyMoney budgetValue = it_row.data()[eBudget][1];
|
|
MyMoneyMoney budgetDiffValue = it_row.data()[eBudgetDiff][1];
|
|
|
|
//format amounts
|
|
TQString actualAmount = actualValue.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString budgetAmount = budgetValue.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString budgetDiffAmount = budgetDiffValue.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
|
|
//account name
|
|
m_part->write(TQString("<td>") + link(VIEW_LEDGER, TQString("?id=%1").arg(rowname.id())) + rowname.name() + linkend() + "</td>");
|
|
|
|
//show amounts
|
|
m_part->write(TQString("<td align=\"right\">%1</td>").arg(showColoredAmount(budgetAmount, budgetValue.isNegative())));
|
|
m_part->write(TQString("<td align=\"right\">%1</td>").arg(showColoredAmount(actualAmount, actualValue.isNegative())));
|
|
m_part->write(TQString("<td align=\"right\">%1</td>").arg(showColoredAmount(budgetDiffAmount, budgetDiffValue.isNegative())));
|
|
m_part->write("</tr>");
|
|
}
|
|
++it_row;
|
|
}
|
|
++it_innergroup;
|
|
}
|
|
++it_outergroup;
|
|
}
|
|
|
|
//if no negative differences are found, then inform that
|
|
if(i == 0) {
|
|
m_part->write(TQString("<tr class=\"row-%1\" style=\"font-weight:bold;\">").arg(i++ & 0x01 ? "even" : "odd"));
|
|
m_part->write(TQString("<td class=\"center\" colspan=\"4\">%1</td>").arg(i18n("No Budget Categories have been overrun")));
|
|
m_part->write("</tr>");
|
|
}
|
|
m_part->write("</table></div></div>");
|
|
}
|
|
}
|
|
|
|
TQString KHomeView::showColoredAmount(const TQString& amount, bool isNegative)
|
|
{
|
|
if(isNegative) {
|
|
//if negative, get the settings for negative numbers
|
|
return TQString("<font color=\"%1\">%2</font>").arg(KMyMoneyGlobalSettings::listNegativeValueColor().name(), amount);
|
|
}
|
|
|
|
//if positive, return the same string
|
|
return amount;
|
|
}
|
|
|
|
void KHomeView::doForecast(void)
|
|
{
|
|
//clear m_accountList because forecast is about to changed
|
|
m_accountList.clear();
|
|
|
|
//reinitialize the object
|
|
m_forecast = MyMoneyForecast();
|
|
|
|
//If forecastDays lower than accountsCycle, adjust to the first cycle
|
|
if(m_forecast.accountsCycle() > m_forecast.forecastDays())
|
|
m_forecast.setForecastDays(m_forecast.accountsCycle());
|
|
|
|
//Get all accounts of the right type to calculate forecast
|
|
m_forecast.doForecast();
|
|
}
|
|
|
|
MyMoneyMoney KHomeView::forecastPaymentBalance(const MyMoneyAccount& acc, const MyMoneyMoney& payment, TQDate& paymentDate)
|
|
{
|
|
//if paymentDate before or equal to currentDate set it to current date plus 1
|
|
//so we get to accumulate forecast balance correctly
|
|
if(paymentDate <= TQDate::currentDate())
|
|
paymentDate = TQDate::currentDate().addDays(1);
|
|
|
|
//check if the account is already there
|
|
if(m_accountList.find(acc.id()) == m_accountList.end()
|
|
|| m_accountList[acc.id()].find(paymentDate) == m_accountList[acc.id()].end())
|
|
{
|
|
if(paymentDate == TQDate::currentDate()) {
|
|
m_accountList[acc.id()][paymentDate] = m_forecast.forecastBalance(acc, paymentDate);
|
|
} else {
|
|
m_accountList[acc.id()][paymentDate] = m_forecast.forecastBalance(acc, paymentDate.addDays(-1));
|
|
}
|
|
}
|
|
m_accountList[acc.id()][paymentDate] = m_accountList[acc.id()][paymentDate] + payment;
|
|
return m_accountList[acc.id()][paymentDate];
|
|
}
|
|
|
|
void KHomeView::showCashFlowSummary()
|
|
{
|
|
MyMoneyTransactionFilter filter;
|
|
MyMoneyMoney incomeValue;
|
|
MyMoneyMoney expenseValue;
|
|
|
|
MyMoneyFile* file = MyMoneyFile::instance();
|
|
int prec = MyMoneyMoney::denomToPrec(file->baseCurrency().smallestAccountFraction());
|
|
|
|
//set start and end of month dates
|
|
TQDate startOfMonth = TQDate(TQDate::currentDate().year(), TQDate::currentDate().month(), 1);
|
|
TQDate endOfMonth = TQDate(TQDate::currentDate().year(), TQDate::currentDate().month(), TQDate::currentDate().daysInMonth());
|
|
|
|
//Add total income and expenses for this month
|
|
//get transactions for current month
|
|
filter.setDateFilter(startOfMonth, endOfMonth);
|
|
filter.setReportAllSplits(false);
|
|
|
|
TQValueList<MyMoneyTransaction> transactions = file->transactionList(filter);
|
|
//if no transaction then skip and print total in zero
|
|
if(transactions.size() > 0) {
|
|
TQValueList<MyMoneyTransaction>::const_iterator it_transaction;
|
|
|
|
//get all transactions for this month
|
|
for(it_transaction = transactions.begin(); it_transaction != transactions.end(); ++it_transaction ) {
|
|
|
|
//get the splits for each transaction
|
|
const TQValueList<MyMoneySplit>& splits = (*it_transaction).splits();
|
|
TQValueList<MyMoneySplit>::const_iterator it_split;
|
|
for(it_split = splits.begin(); it_split != splits.end(); ++it_split) {
|
|
if(!(*it_split).shares().isZero()) {
|
|
ReportAccount repSplitAcc = ReportAccount((*it_split).accountId());
|
|
|
|
//only add if it is an income or expense
|
|
if(repSplitAcc.isIncomeExpense()) {
|
|
MyMoneyMoney value;
|
|
|
|
//convert to base currency if necessary
|
|
if(repSplitAcc.currencyId() != file->baseCurrency().id()) {
|
|
MyMoneyMoney curPrice = repSplitAcc.baseCurrencyPrice((*it_transaction).postDate());
|
|
value = ((*it_split).shares() * MyMoneyMoney(-1, 1)) * curPrice;
|
|
value = value.convert(10000);
|
|
} else {
|
|
value = ((*it_split).shares() * MyMoneyMoney(-1, 1));
|
|
}
|
|
|
|
//store depending on account type
|
|
if(repSplitAcc.accountType() == MyMoneyAccount::Income) {
|
|
incomeValue += value;
|
|
} else {
|
|
expenseValue += value;
|
|
}
|
|
}
|
|
}
|
|
}
|
|
}
|
|
}
|
|
|
|
//format income and expenses
|
|
TQString amountIncome = incomeValue.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountExpense = expenseValue.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
amountIncome.replace(" "," ");
|
|
amountExpense.replace(" "," ");
|
|
|
|
//calculate schedules
|
|
|
|
//Add all schedules for this month
|
|
MyMoneyMoney scheduledIncome;
|
|
MyMoneyMoney scheduledExpense;
|
|
MyMoneyMoney scheduledLiquidTransfer;
|
|
MyMoneyMoney scheduledOtherTransfer;
|
|
|
|
//get overdues and schedules until the end of this month
|
|
TQValueList<MyMoneySchedule> schedule = file->scheduleList("", MyMoneySchedule::TYPE_ANY,
|
|
MyMoneySchedule::OCCUR_ANY,
|
|
MyMoneySchedule::STYPE_ANY,
|
|
TQDate(),
|
|
endOfMonth);
|
|
|
|
//Remove the finished schedules
|
|
TQValueList<MyMoneySchedule>::Iterator finished_it;
|
|
for (finished_it=schedule.begin(); finished_it!=schedule.end();) {
|
|
if ((*finished_it).isFinished()) {
|
|
finished_it = schedule.remove(finished_it);
|
|
continue;
|
|
}
|
|
++finished_it;
|
|
}
|
|
|
|
//add income and expenses
|
|
TQValueList<MyMoneySchedule>::Iterator sched_it;
|
|
for (sched_it=schedule.begin(); sched_it!=schedule.end();) {
|
|
TQDate nextDate = (*sched_it).nextDueDate();
|
|
int cnt = 0;
|
|
|
|
while(nextDate.isValid() && nextDate <= endOfMonth) {
|
|
++cnt;
|
|
nextDate = (*sched_it).nextPayment(nextDate);
|
|
// for single occurence nextDate will not change, so we
|
|
// better get out of here.
|
|
if((*sched_it).occurence() == MyMoneySchedule::OCCUR_ONCE)
|
|
break;
|
|
}
|
|
|
|
MyMoneyAccount acc = (*sched_it).account();
|
|
if(acc.id()) {
|
|
MyMoneyTransaction transaction = (*sched_it).transaction();
|
|
// only show the entry, if it is still active
|
|
|
|
MyMoneySplit sp = transaction.splitByAccount(acc.id(), true);
|
|
|
|
// take care of the autoCalc stuff
|
|
if((*sched_it).type() == MyMoneySchedule::TYPE_LOANPAYMENT) {
|
|
TQDate nextDate = (*sched_it).nextPayment((*sched_it).lastPayment());
|
|
|
|
//make sure we have all 'starting balances' so that the autocalc works
|
|
TQValueList<MyMoneySplit>::const_iterator it_s;
|
|
TQMap<TQString, MyMoneyMoney> balanceMap;
|
|
|
|
for(it_s = transaction.splits().begin(); it_s != transaction.splits().end(); ++it_s ) {
|
|
MyMoneyAccount acc = file->account((*it_s).accountId());
|
|
// collect all overdues on the first day
|
|
TQDate schedDate = nextDate;
|
|
if(TQDate::currentDate() >= nextDate)
|
|
schedDate = TQDate::currentDate().addDays(1);
|
|
|
|
balanceMap[acc.id()] += file->balance(acc.id());
|
|
}
|
|
KMyMoneyUtils::calculateAutoLoan(*sched_it, transaction, balanceMap);
|
|
}
|
|
|
|
//go through the splits and assign to liquid or other transfers
|
|
const TQValueList<MyMoneySplit> splits = transaction.splits();
|
|
TQValueList<MyMoneySplit>::const_iterator split_it;
|
|
for (split_it = splits.begin(); split_it != splits.end(); ++split_it) {
|
|
if( (*split_it).accountId() != acc.id() ) {
|
|
ReportAccount repSplitAcc = ReportAccount((*split_it).accountId());
|
|
|
|
//get the shares and multiply by the quantity of occurences in the period
|
|
MyMoneyMoney value = (*split_it).shares() * cnt;
|
|
|
|
//convert to foreign currency if needed
|
|
if(repSplitAcc.currencyId() != file->baseCurrency().id()) {
|
|
MyMoneyMoney curPrice = repSplitAcc.baseCurrencyPrice(TQDate::currentDate());
|
|
value = value * curPrice;
|
|
value = value.convert(10000);
|
|
}
|
|
|
|
if(( repSplitAcc.isLiquidLiability()
|
|
|| repSplitAcc.isLiquidAsset() )
|
|
&& acc.accountGroup() != repSplitAcc.accountGroup()) {
|
|
scheduledLiquidTransfer += value;
|
|
} else if(repSplitAcc.isAssetLiability()
|
|
&& !repSplitAcc.isLiquidLiability()
|
|
&& !repSplitAcc.isLiquidAsset() ) {
|
|
scheduledOtherTransfer += value;
|
|
} else if(repSplitAcc.isIncomeExpense()) {
|
|
//income and expenses are stored as negative values
|
|
if(repSplitAcc.accountType() == MyMoneyAccount::Income)
|
|
scheduledIncome -= value;
|
|
if(repSplitAcc.accountType() == MyMoneyAccount::Expense)
|
|
scheduledExpense -= value;
|
|
}
|
|
}
|
|
}
|
|
}
|
|
++sched_it;
|
|
}
|
|
|
|
//format the currency strings
|
|
TQString amountScheduledIncome = scheduledIncome.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountScheduledExpense = scheduledExpense.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountScheduledLiquidTransfer = scheduledLiquidTransfer.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountScheduledOtherTransfer = scheduledOtherTransfer.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
|
|
amountScheduledIncome.replace(" "," ");
|
|
amountScheduledExpense.replace(" "," ");
|
|
amountScheduledLiquidTransfer.replace(" "," ");
|
|
amountScheduledOtherTransfer.replace(" "," ");
|
|
|
|
//get liquid assets and liabilities
|
|
TQValueList<MyMoneyAccount> accounts;
|
|
TQValueList<MyMoneyAccount>::const_iterator account_it;
|
|
MyMoneyMoney liquidAssets;
|
|
MyMoneyMoney liquidLiabilities;
|
|
|
|
// get list of all accounts
|
|
file->accountList(accounts);
|
|
for(account_it = accounts.begin(); account_it != accounts.end();) {
|
|
if(!(*account_it).isClosed()) {
|
|
switch((*account_it).accountType()) {
|
|
//group all assets into one list
|
|
case MyMoneyAccount::Checkings:
|
|
case MyMoneyAccount::Savings:
|
|
case MyMoneyAccount::Cash:
|
|
{
|
|
MyMoneyMoney value = MyMoneyFile::instance()->balance((*account_it).id(), TQDate::currentDate());
|
|
//calculate balance for foreign currency accounts
|
|
if((*account_it).currencyId() != file->baseCurrency().id()) {
|
|
ReportAccount repAcc = ReportAccount((*account_it).id());
|
|
MyMoneyMoney curPrice = repAcc.baseCurrencyPrice(TQDate::currentDate());
|
|
MyMoneyMoney baseValue = value * curPrice;
|
|
liquidAssets += baseValue;
|
|
liquidAssets = liquidAssets.convert(10000);
|
|
} else {
|
|
liquidAssets += value;
|
|
}
|
|
break;
|
|
}
|
|
//group the liabilities into the other
|
|
case MyMoneyAccount::CreditCard:
|
|
{
|
|
MyMoneyMoney value;
|
|
value = MyMoneyFile::instance()->balance((*account_it).id(), TQDate::currentDate());
|
|
//calculate balance if foreign currency
|
|
if((*account_it).currencyId() != file->baseCurrency().id()) {
|
|
ReportAccount repAcc = ReportAccount((*account_it).id());
|
|
MyMoneyMoney curPrice = repAcc.baseCurrencyPrice(TQDate::currentDate());
|
|
MyMoneyMoney baseValue = value * curPrice;
|
|
liquidLiabilities += baseValue;
|
|
liquidLiabilities = liquidLiabilities.convert(10000);
|
|
} else {
|
|
liquidLiabilities += value;
|
|
}
|
|
break;
|
|
}
|
|
default:
|
|
break;
|
|
}
|
|
}
|
|
++account_it;
|
|
}
|
|
//calculate net worth
|
|
MyMoneyMoney liquidWorth = liquidAssets+liquidLiabilities;
|
|
|
|
//format assets, liabilities and net worth
|
|
TQString amountLiquidAssets = liquidAssets.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountLiquidLiabilities = liquidLiabilities.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountLiquidWorth = liquidWorth.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
amountLiquidAssets.replace(" "," ");
|
|
amountLiquidLiabilities.replace(" "," ");
|
|
amountLiquidWorth.replace(" "," ");
|
|
|
|
//show the summary
|
|
m_part->write("<div class=\"shadow\"><div class=\"displayblock\"><div class=\"summaryheader\">" + i18n("Cash Flow Summary") + "</div>\n<div class=\"gap\"> </div>\n");
|
|
|
|
//print header
|
|
m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
//income and expense title
|
|
m_part->write("<tr class=\"itemtitle\">");
|
|
m_part->write("<td class=\"left\" colspan=\"4\">");
|
|
m_part->write(i18n("Income and Expenses of Current Month"));
|
|
m_part->write("</td></tr>");
|
|
//column titles
|
|
m_part->write("<tr class=\"item\">");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Income"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Scheduled Income"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Expenses"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Scheduled Expenses"));
|
|
m_part->write("</td>");
|
|
m_part->write("</tr>");
|
|
|
|
//add row with banding
|
|
m_part->write(TQString("<tr class=\"row-even\" style=\"font-weight:bold;\">"));
|
|
|
|
//print current income
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountIncome, incomeValue.isNegative())));
|
|
|
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//print the scheduled income
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountScheduledIncome, scheduledIncome.isNegative())));
|
|
|
|
//print current expenses
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountExpense, expenseValue.isNegative())));
|
|
|
|
//print the scheduled expenses
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountScheduledExpense, scheduledExpense.isNegative())));
|
|
m_part->write("</tr>");
|
|
|
|
m_part->write("</table>");
|
|
|
|
//print header of assets and liabilities
|
|
m_part->write("<div class=\"gap\"> </div>\n");
|
|
m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
//assets and liabilities title
|
|
m_part->write("<tr class=\"itemtitle\">");
|
|
m_part->write("<td class=\"left\" colspan=\"4\">");
|
|
m_part->write(i18n("Liquid Assets and Liabilities"));
|
|
m_part->write("</td></tr>");
|
|
//column titles
|
|
m_part->write("<tr class=\"item\">");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Liquid Assets"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Transfers to Liquid Liabilities"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Liquid Liabilities"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Other Transfers"));
|
|
m_part->write("</td>");
|
|
m_part->write("</tr>");
|
|
|
|
//add row with banding
|
|
m_part->write(TQString("<tr class=\"row-even\" style=\"font-weight:bold;\">"));
|
|
|
|
//print current liquid assets
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountLiquidAssets, liquidAssets.isNegative())));
|
|
|
|
//print the scheduled transfers
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountScheduledLiquidTransfer, scheduledLiquidTransfer.isNegative())));
|
|
|
|
//print current liabilities
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountLiquidLiabilities, liquidLiabilities.isNegative())));
|
|
|
|
//print the scheduled transfers
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountScheduledOtherTransfer, scheduledOtherTransfer.isNegative())));
|
|
|
|
|
|
m_part->write("</tr>");
|
|
|
|
m_part->write("</table>");
|
|
|
|
//final conclusion
|
|
MyMoneyMoney profitValue = incomeValue + expenseValue + scheduledIncome + scheduledExpense;
|
|
MyMoneyMoney expectedAsset = liquidAssets + scheduledIncome + scheduledExpense + scheduledLiquidTransfer + scheduledOtherTransfer;
|
|
MyMoneyMoney expectedLiabilities = liquidLiabilities + scheduledLiquidTransfer;
|
|
|
|
TQString amountExpectedAsset = expectedAsset.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountExpectedLiabilities = expectedLiabilities.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
TQString amountProfit = profitValue.formatMoney(file->baseCurrency().tradingSymbol(), prec);
|
|
amountProfit.replace(" "," ");
|
|
amountExpectedAsset.replace(" "," ");
|
|
amountExpectedLiabilities.replace(" "," ");
|
|
|
|
|
|
|
|
//print header of cash flow status
|
|
m_part->write("<div class=\"gap\"> </div>\n");
|
|
m_part->write("<table width=\"100%\" cellspacing=\"0\" cellpadding=\"2\" class=\"summarytable\" >");
|
|
//income and expense title
|
|
m_part->write("<tr class=\"itemtitle\">");
|
|
m_part->write("<td class=\"left\" colspan=\"4\">");
|
|
m_part->write(i18n("Cash Flow Status"));
|
|
m_part->write("</td></tr>");
|
|
//column titles
|
|
m_part->write("<tr class=\"item\">");
|
|
m_part->write("<td> </td>");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Expected Liquid Assets"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Expected Liquid Liabilities"));
|
|
m_part->write("</td>");
|
|
m_part->write("<td width=\"25%\" class=\"center\">");
|
|
m_part->write(i18n("Expected Profit/Loss"));
|
|
m_part->write("</td>");
|
|
m_part->write("</tr>");
|
|
|
|
//add row with banding
|
|
m_part->write(TQString("<tr class=\"row-even\" style=\"font-weight:bold;\">"));
|
|
m_part->write("<td> </td>");
|
|
|
|
//print expected assets
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountExpectedAsset, expectedAsset.isNegative())));
|
|
|
|
//print expected liabilities
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountExpectedLiabilities, expectedLiabilities.isNegative())));
|
|
|
|
//print expected profit
|
|
m_part->write(TQString("<td align=\"right\">%2</td>").arg(showColoredAmount(amountProfit, profitValue.isNegative())));
|
|
|
|
m_part->write("</tr>");
|
|
|
|
m_part->write("</table>");
|
|
|
|
m_part->write("</div></div>");
|
|
|
|
|
|
}
|
|
|
|
// Make sure, that these definitions are only used within this file
|
|
// this does not seem to be necessary, but when building RPMs the
|
|
// build option 'final' is used and all CPP files are concatenated.
|
|
// So it could well be, that in another CPP file these definitions
|
|
// are also used.
|
|
#undef VIEW_LEDGER
|
|
#undef VIEW_SCHEDULE
|
|
#undef VIEW_WELCOME
|
|
#undef VIEW_HOME
|
|
#undef VIEW_REPORTS
|
|
|
|
#include "khomeview.moc"
|