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356 lines
11 KiB
356 lines
11 KiB
/***************************************************************************
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pivottable.h
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-------------------
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begin : Sat May 22 2004
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copyright : (C) 2004-2005 by Ace Jones
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email : <ace.j@hotpop.com>
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Thomas Baumgart <ipwizard@users.sourceforge.net>
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Alvaro Soliverez <asoliverez@gmail.com>
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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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#ifndef PIVOTTABLE_H
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#define PIVOTTABLE_H
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// ----------------------------------------------------------------------------
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// TQt Includes
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#include <tqmap.h>
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#include <tqvaluelist.h>
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// ----------------------------------------------------------------------------
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// TDE Includes
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// ----------------------------------------------------------------------------
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// Project Includes
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#include "kreportchartview.h"
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#include "../mymoney/mymoneyfile.h"
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#include "../mymoney/mymoneyreport.h"
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#include "reporttable.h"
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#include "pivotgrid.h"
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#include "reportaccount.h"
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namespace reports {
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/**
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* Calculates a 'pivot table' of information about the transaction database.
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* Based on pivot tables in MS Excel, and implemented as 'Data Pilot' in
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* OpenOffice.Org Calc.
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*
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* | Month,etc
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* -------------+------------
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* Expense Type | Sum(Value)
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* Category |
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*
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* This is a middle-layer class, between the UI and the engine. The
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* MyMoneyReport class holds only the CONFIGURATION parameters. This
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* class actually does the work of retrieving the data from the engine
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* and formatting it for the user.
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*
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* @author Ace Jones
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*
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* @short
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**/
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class PivotTable : public ReportTable
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{
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public:
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/**
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* Create a Pivot table style report
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*
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* @param _config_f The configuration parameters for this report
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*/
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PivotTable( const MyMoneyReport& _config_f );
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/**
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* virtual Destructur
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*/
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virtual ~PivotTable() {}
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/**
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* Render the report to an HTML stream.
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*
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* @return TQString HTML string representing the report
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*/
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TQString renderHTML( void ) const;
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/**
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* Render the report to a comma-separated-values stream.
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*
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* @return TQString CSV string representing the report
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*/
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TQString renderCSV( void ) const;
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/**
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* Render the report to a graphical chart
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*
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* @param view The KReportChartView into which to draw the chart.
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*/
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void drawChart( KReportChartView& view ) const;
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/**
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* Dump the report's HTML to a file
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*
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* @param file The filename to dump into
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* @param context unused, but provided for interface compatibility
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*/
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void dump( const TQString& file, const TQString& context=TQString()) const;
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/**
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* Returns the grid generated by the report
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*
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*/
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PivotGrid grid(void) {return m_grid;}
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protected:
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void init(void); // used for debugging the constructor
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private:
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PivotGrid m_grid;
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TQStringList m_columnHeadings;
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unsigned m_numColumns;
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TQDate m_beginDate;
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TQDate m_endDate;
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bool m_runningSumsCalculated;
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/**
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* For budget-vs-actual reports only, maps each account to the account which holds
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* the budget for it. If an account is not contained in this map, it is not included
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* in the budget.
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*/
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TQMap<TQString, TQString> m_budgetMap;
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/**
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* This list contains the types of PivotGridRows that are going to be shown in the report
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*/
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TQValueList<ERowType> m_rowTypeList;
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/**
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* This list contains the i18n headers for the column types
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*/
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TQValueList<TQString> m_columnTypeHeaderList;
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MyMoneyReport m_config_f;
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/**
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* This method returns the formatted value of @a amount with
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* a possible @a currencySymbol added and @a prec fractional digits.
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* @a currencySymbol defaults to be empty and @a prec defaults to 2.
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*
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* If @a amount is negative the formatted value is enclosed in an
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* HTML font tag to modify the color to reflect the user settings for
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* negtive numbers.
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*
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* Example: 1.23 is returned as '1.23' whereas -1.23 is returned as
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* @verbatim <font color="rgb($red,$green,$blue)">-1.23</font>@endverbatim
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* with $red, $green and $blue being the actual value for the
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* chosen color.
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*/
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TQString coloredAmount(const MyMoneyMoney& amount, const TQString& currencySymbol = TQString(), int prec = 2 ) const;
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protected:
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/**
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* Creates a row in the grid if it doesn't already exist
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*
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* Downsteam assignment functions will assume that this row already
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* exists, so this function creates a row of the needed length populated
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* with zeros.
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*
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* @param outergroup The outer row group
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* @param row The row itself
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* @param recursive Whether to also recursively create rows for our parent accounts
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*/
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void createRow( const TQString& outergroup, const ReportAccount& row, bool recursive );
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/**
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* Assigns a value into the grid
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*
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* Adds the given value to the value which already exists at the specified grid position
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*
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* @param outergroup The outer row group
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* @param row The row itself
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* @param column The column
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* @param value The value to be added in
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* @param budget Whether this is a budget value (@p true) or an actual
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* value (@p false). Defaults to @p false.
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* @param stockSplit Wheter this is a stock split (@p true) or an actual
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* value (@p false). Defaults to @p false.
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*/
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inline void assignCell( const TQString& outergroup, const ReportAccount& row, unsigned column, MyMoneyMoney value, bool budget = false, bool stockSplit = false );
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/**
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* Create a row for each included account. This is used when
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* the config parameter isIncludingUnusedAccount() is true
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*/
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void createAccountRows(void);
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/**
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* Record the opening balances of all qualifying accounts into the grid.
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*
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* For accounts opened before the report period, places the balance into the '0' column.
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* For those opened during the report period, places the balance into the appropriate column
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* for the month when it was opened.
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*/
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void calculateOpeningBalances( void );
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/**
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* Calculate budget mapping
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*
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* For budget-vs-actual reports, this creates a mapping between each account
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* in the user's hierarchy and the account where the budget is held for it.
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* This is needed because the user can budget on a given account for that
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* account and all its descendants. Also if NO budget is placed on the
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* account or any of its parents, the account is not included in the map.
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*/
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void calculateBudgetMapping( void );
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/**
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* Calculate the running sums.
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*
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* After calling this method, each cell of the report will contain the running sum of all
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* the cells in its row in this and earlier columns.
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*
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* For example, consider a row with these values:
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* 01 02 03 04 05 06 07 08 09 10
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*
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* After calling this function, the row will look like this:
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* 01 03 06 10 15 21 28 36 45 55
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*/
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void calculateRunningSums( void );
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void calculateRunningSums( PivotInnerGroup::iterator& it_row);
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/**
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* This method calculates the difference between a @a budgeted and an @a
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* actual amount. The calculation is based on the type of the
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* @a repAccount. The difference value is calculated as follows:
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*
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* If @a repAccount is of type MyMoneyAccount::Income
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*
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* @code
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* diff = actual - budgeted
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* @endcode
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*
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* If @a repAccount is of type MyMoneyAccount::Expense
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*
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* @code
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* diff = budgeted - actual
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* @endcode
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*
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* In all other cases, 0 is returned.
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*/
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void calculateBudgetDiff(void);
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/**
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* This method calculates forecast for a report
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*/
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void calculateForecast(void);
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/**
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* This method inserts units to be used to display prices
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*/
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void fillBasePriceUnit(ERowType rowType);
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/**
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* This method calculates moving average for a report
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*/
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void calculateMovingAverage(void);
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/**
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* Calculate the row and column totals
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*
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* This function will set the m_total members of all the TGrid objects. Be sure the values are
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* all converted to the base currency first!!
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*
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*/
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void calculateTotals( void );
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/**
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* Convert each value in the grid to the base currency
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*
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*/
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void convertToBaseCurrency( void );
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/**
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* Convert each value in the grid to the account/category's deep currency
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*
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* See AccountDescriptor::deepCurrencyPrice() for a description of 'deep' currency
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*
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*/
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void convertToDeepCurrency( void );
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/**
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* Turn month-long columns into larger time periods if needed
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*
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* For example, consider a row with these values:
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* 01 02 03 04 05 06 07 08 09 10
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*
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* If the column pitch is 3 (i.e. quarterly), after calling this function,
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* the row will look like this:
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* 06 15 26 10
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*/
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void collapseColumns(void);
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/**
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* Determine the proper column headings based on the time periods covered by each column
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*
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*/
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void calculateColumnHeadings(void);
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/**
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* Helper methods for collapseColumns
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*
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*/
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void accumulateColumn(unsigned destcolumn, unsigned sourcecolumn);
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void clearColumn(unsigned column);
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/**
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* Calculate the column of a given date. This is the absolute column in a
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* hypothetical report that covers all of known time. In reality an actual
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* report will be a subset of that.
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*
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* @param _date The date
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*/
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unsigned columnValue(const TQDate& _date) const;
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/**
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* Calculate the date of the last day covered by a given column.
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*
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* @param column The column
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*/
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TQDate columnDate(int column) const;
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/**
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* Returns the balance of a given cell. Throws an exception once calculateRunningSums() has been run.
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*/
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MyMoneyMoney cellBalance(const TQString& outergroup, const ReportAccount& _row, unsigned column, bool budget);
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/**
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* Draws a PivotGridRowSet in a chart for the given ERowType
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*/
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unsigned drawChartRowSet(unsigned rowNum, const bool seriesTotals, const bool accountSeries, KDChartTableData& data, const PivotGridRowSet& rowSet, const ERowType rowType ) const;
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/**
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* Loads m_rowTypeList with the list of PivotGridRow types that the reporttable
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* should show
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*/
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void loadRowTypeList(void);
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/**
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* If not in expert mode, include all subaccounts for each selected
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* investment account
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*/
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void includeInvestmentSubAccounts(void);
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};
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}
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#endif
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// PIVOTTABLE_H
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