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kmymoney/kmymoney2/dialogs/knewloanwizard.cpp

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/***************************************************************************
knewloanwizard.cpp - description
-------------------
begin : Wed Oct 8 2003
copyright : (C) 2000-2003 by Michael Edwardes
email : mte@users.sourceforge.net
Javier Campos Morales <javi_c@users.sourceforge.net>
Felix Rodriguez <frodriguez@users.sourceforge.net>
John C <thetacoturtle@users.sourceforge.net>
Thomas Baumgart <ipwizard@users.sourceforge.net>
Kevin Tambascio <ktambascio@users.sourceforge.net>
***************************************************************************/
/***************************************************************************
* *
* This program is free software; you can redistribute it and/or modify *
* it under the terms of the GNU General Public License as published by *
* the Free Software Foundation; either version 2 of the License, or *
* (at your option) any later version. *
* *
***************************************************************************/
#include <math.h>
// ----------------------------------------------------------------------------
// QT Includes
#include <tqradiobutton.h>
#include <tqcheckbox.h>
#include <tqlabel.h>
// ----------------------------------------------------------------------------
// KDE Includes
#include <klocale.h>
#include <kpushbutton.h>
#include <knuminput.h>
#include <kmessagebox.h>
#include <kiconloader.h>
#include <kguiitem.h>
// ----------------------------------------------------------------------------
// Project Includes
#include "knewloanwizard.h"
#include "../kmymoneyutils.h"
#include <kmymoney/kmymoneylineedit.h>
#include <kmymoney/kmymoneydateinput.h>
#include <kmymoney/kmymoneyedit.h>
#include <kmymoney/kmymoneyaccountselector.h>
#include "../widgets/kmymoneycombo.h"
#include "../dialogs/knewaccountdlg.h"
#include "../dialogs/ksplittransactiondlg.h"
#include "../mymoney/mymoneyfinancialcalculator.h"
#include "../mymoney/mymoneyfile.h"
#include "../kmymoney2.h"
KNewLoanWizard::KNewLoanWizard(TQWidget *parent, const char *name ) :
KNewLoanWizardDecl(parent, name, true)
{
connect(m_borrowButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotLiabilityLoan()));
connect(m_lendButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotAssetLoan()));
connect(m_nameEdit, TQT_SIGNAL(textChanged(const TQString&)), this, TQT_SLOT(slotCheckPageFinished()));
// connect(m_payeeEdit, TQT_SIGNAL(newPayee(const TQString&)), this, TQT_SLOT(slotNewPayee(const TQString&)));
connect(m_payeeEdit, TQT_SIGNAL(createItem(const TQString&, TQString&)), this, TQT_SIGNAL(createPayee(const TQString&, TQString&)));
connect(m_previousPaymentButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotPaymentsMade()));
connect(m_noPreviousPaymentButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotNoPaymentsMade()));
connect(m_allPaymentsButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotRecordAllPayments()));
connect(m_thisYearPaymentButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotRecordThisYearsPayments()));
connect(m_firstDueDateEdit, TQT_SIGNAL(dateChanged(const TQDate&)), this, TQT_SLOT(slotCheckPageFinished()));
connect(m_interestOnPaymentButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotInterestOnPayment()));
connect(m_interestOnReceptionButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotInterestOnReception()));
connect(m_loanAmountEdit, TQT_SIGNAL(textChanged(const TQString&)), this, TQT_SLOT(slotCheckPageFinished()));
connect(m_interestAccountEdit, TQT_SIGNAL(stateChanged()), this, TQT_SLOT(slotCheckPageFinished()));
connect(m_nextDueDateEdit, TQT_SIGNAL(dateChanged(const TQDate&)), this, TQT_SLOT(slotCheckPageFinished()));
connect(m_paymentAccountEdit, TQT_SIGNAL(stateChanged()), this, TQT_SLOT(slotCheckPageFinished()));
connect(m_assetAccountEdit, TQT_SIGNAL(stateChanged()), this, TQT_SLOT(slotCheckPageFinished()));
connect(m_dontCreatePayoutCheckBox, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotCheckPageFinished()));
connect(MyMoneyFile::instance(), TQT_SIGNAL(dataChanged()), this, TQT_SLOT(slotReloadEditWidgets()));
loadComboBoxes();
resetCalculator();
slotReloadEditWidgets();
// As default we assume a liability loan, with fixed interest rate,
// with a first payment due on the 30th of this month. All payments
// should be recorded and none have been made so far.
m_dontCreatePayoutCheckBox->setChecked(false);
m_borrowButton->animateClick();
m_fixedInterestButton->animateClick();
m_noPreviousPaymentButton->animateClick();
m_allPaymentsButton->animateClick();
m_interestOnReceptionButton->animateClick();
m_interestFrequencyAmountEdit->setValue(1);
m_interestFrequencyUnitEdit->setCurrentItem(static_cast<int>(MyMoneyAccountLoan::changeYearly));
m_paymentFrequencyUnitEdit->setCurrentItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_MONTHLY)));
m_firstDueDateEdit->loadDate(TQDate(TQDate::currentDate().year(),TQDate::currentDate().month(),30));
m_paymentAccountEdit->removeButtons();
m_assetAccountEdit->removeButtons();
m_interestAccountEdit->removeButtons();
// load button icons
KIconLoader* il = KGlobal::iconLoader();
KGuiItem createCategoryButtenItem( i18n( "&Create..." ),
TQIconSet(il->loadIcon("filenew", KIcon::Small, KIcon::SizeSmall)),
i18n("Create a new category"),
i18n("Use this to open the new account editor"));
m_createCategoryButton->setGuiItem(createCategoryButtenItem);
connect(m_createCategoryButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotCreateCategory()));
KGuiItem additionalFeeButtenItem( i18n( "&Additional fees..." ),
0, //TQIconSet(il->loadIcon("filenew", KIcon::Small, KIcon::SizeSmall)),
i18n("Enter additional fees"),
i18n("Use this to add any additional fees other than principal and interest contained in your periodical payments."));
m_additionalFeeButton->setGuiItem(additionalFeeButtenItem);
connect(m_additionalFeeButton, TQT_SIGNAL(clicked()), this, TQT_SLOT(slotAdditionalFees()));
KGuiItem createAssetButtenItem( i18n( "&Create..." ),
TQIconSet(il->loadIcon("filenew", KIcon::Small, KIcon::SizeSmall)),
i18n("Create a new asset account"),
i18n("Use this to create a new account to which the initial payment should be made"));
m_createNewAssetButton->setGuiItem(createAssetButtenItem);
connect(m_createNewAssetButton, TQT_SIGNAL(clicked()), kmymoney2, TQT_SLOT(slotAccountNew()));
// enable the finish button on the last page
setFinishEnabled(m_summaryPage, true);
// FIXME: we currently only support interest calculation on reception
setAppropriate(m_interestCalculationPage, false);
// turn off all pages that are contained here for derived classes
setAppropriate(m_editIntroPage, false);
setAppropriate(m_editSelectionPage, false);
setAppropriate(m_effectiveDatePage, false);
setAppropriate(m_paymentEditPage, false);
setAppropriate(m_interestEditPage, false);
setAppropriate(m_summaryEditPage, false);
// for now, we don't have online help :-(
helpButton()->hide();
// setup a phony transaction for additional fee processing
m_account = MyMoneyAccount("Phony-ID", MyMoneyAccount());
m_split.setAccountId(m_account.id());
m_split.setValue(0);
m_transaction.addSplit(m_split);
}
KNewLoanWizard::~KNewLoanWizard()
{
}
void KNewLoanWizard::resetCalculator(void)
{
m_loanAmount1->setText(TQString());
m_interestRate1->setText(TQString());
m_duration1->setText(TQString());
m_payment1->setText(TQString());
m_balloon1->setText(TQString());
m_loanAmount2->setText(TQString());
m_interestRate2->setText(TQString());
m_duration2->setText(TQString());
m_payment2->setText(TQString());
m_balloon2->setText(TQString());
m_loanAmount3->setText(TQString());
m_interestRate3->setText(TQString());
m_duration3->setText(TQString());
m_payment3->setText(TQString());
m_balloon3->setText(TQString());
m_loanAmount4->setText(TQString());
m_interestRate4->setText(TQString());
m_duration4->setText(TQString());
m_payment4->setText(TQString());
m_balloon4->setText(TQString());
m_loanAmount5->setText(TQString());
m_interestRate5->setText(TQString());
m_duration5->setText(TQString());
m_payment5->setText(TQString());
m_balloon5->setText(TQString());
m_additionalCost->setText(MyMoneyMoney(0).formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()))));
}
void KNewLoanWizard::slotLiabilityLoan(void)
{
m_generalReceiverText->setText(i18n("To whom do you make payments?"));
m_receiverLabel->setText(i18n("Payments to"));
}
void KNewLoanWizard::slotAssetLoan(void)
{
m_generalReceiverText->setText(i18n("From whom do you expect payments?"));
m_receiverLabel->setText(i18n("Payments from"));
}
void KNewLoanWizard::slotPaymentsMade(void)
{
setAppropriate(m_recordPaymentPage, true);
}
void KNewLoanWizard::slotNoPaymentsMade(void)
{
m_allPaymentsButton->animateClick();
setAppropriate(m_recordPaymentPage, false);
}
void KNewLoanWizard::slotRecordAllPayments(void)
{
m_firstPaymentLabel->setText(
TQString("\n") +
i18n("Please enter the date, the first payment for this loan was/is due."));
m_firstPaymentNote->setText(
i18n("Note: Consult the loan contract for details of the first due date. "
"Keep in mind, that the first due date usually differs from the date "
"the contract was signed"));
m_balanceLabel->setText(
TQString("\n") +
i18n("Please enter the original loan amount in the field below or leave it "
"empty to be calculated."));
}
void KNewLoanWizard::slotRecordThisYearsPayments(void)
{
m_firstPaymentLabel->setText(
TQString("\n") +
i18n("Please enter the date, the first payment for this loan was/is due this year."));
m_firstPaymentNote->setText(
i18n("Note: You can easily figure out the date of the first payment "
"if you consult the last statement of last year."));
m_balanceLabel->setText(
TQString("\n") +
i18n("Please enter the remaining loan amount of last years final "
"statement in the field below. You should not leave this field empty."));
}
void KNewLoanWizard::slotCheckPageFinished(void)
{
nextButton()->setEnabled(false);
if(currentPage() == m_namePage) {
if(!m_nameEdit->text().isEmpty()) {
nextButton()->setEnabled(true);
}
} else if(currentPage() == m_loanAmountPage) {
nextButton()->setEnabled(true);
if(m_thisYearPaymentButton->isChecked()
&& !m_loanAmountEdit->isValid()) {
nextButton()->setEnabled(false);
}
} else if(currentPage() == m_interestCategoryPage) {
if(m_interestAccountEdit->selectedItems().count() > 0) {
nextButton()->setEnabled(true);
}
} else if(currentPage() == m_firstPaymentPage) {
if(m_firstDueDateEdit->date().isValid())
nextButton()->setEnabled(true);
} else if(currentPage() == m_schedulePage) {
if(m_nextDueDateEdit->date().isValid()
&& m_nextDueDateEdit->date() >= m_firstDueDateEdit->date()
&& m_paymentAccountEdit->selectedItems().count() > 0)
nextButton()->setEnabled(true);
} else if(currentPage() == m_assetAccountPage) {
if(m_dontCreatePayoutCheckBox->isChecked()) {
m_assetAccountEdit->setEnabled(false);
m_paymentDate->setEnabled(false);
m_createNewAssetButton->setEnabled(false);
nextButton()->setEnabled(true);
} else {
m_assetAccountEdit->setEnabled(true);
m_paymentDate->setEnabled(true);
m_createNewAssetButton->setEnabled(true);
if(!m_assetAccountEdit->selectedItems().isEmpty()
&& m_paymentDate->date().isValid())
nextButton()->setEnabled(true);
}
} else
nextButton()->setEnabled(true);
}
void KNewLoanWizard::updateLoanAmount(void)
{
TQString txt;
if(m_loanAmountEdit->lineedit()->text().isEmpty()) {
txt = TQString("<") + i18n("calculate") + TQString(">");
} else {
txt = m_loanAmountEdit->value().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())));
}
m_loanAmount1->setText(txt);
m_loanAmount2->setText(txt);
m_loanAmount3->setText(txt);
m_loanAmount4->setText(txt);
m_loanAmount5->setText(txt);
}
void KNewLoanWizard::updateInterestRate(void)
{
TQString txt;
if(m_interestRateEdit->lineedit()->text().isEmpty()) {
txt = TQString("<") + i18n("calculate") + TQString(">");
} else {
txt = m_interestRateEdit->value().formatMoney("", 3) + TQString("%");
}
m_interestRate1->setText(txt);
m_interestRate2->setText(txt);
m_interestRate3->setText(txt);
m_interestRate4->setText(txt);
m_interestRate5->setText(txt);
}
void KNewLoanWizard::updateDuration(void)
{
TQString txt;
if(m_durationValueEdit->value() == 0) {
txt = TQString("<") + i18n("calculate") + TQString(">");
} else {
txt = TQString().sprintf("%d ", m_durationValueEdit->value())
+ m_durationUnitEdit->currentText();
}
m_duration1->setText(txt);
m_duration2->setText(txt);
m_duration3->setText(txt);
m_duration4->setText(txt);
m_duration5->setText(txt);
}
void KNewLoanWizard::updatePayment(void)
{
TQString txt;
if(m_paymentEdit->lineedit()->text().isEmpty()) {
txt = TQString("<") + i18n("calculate") + TQString(">");
} else {
txt = m_paymentEdit->value().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())));
}
m_payment1->setText(txt);
m_payment2->setText(txt);
m_payment3->setText(txt);
m_payment4->setText(txt);
m_payment5->setText(txt);
m_basePayment->setText(txt);
}
void KNewLoanWizard::updateFinalPayment(void)
{
TQString txt;
if(m_finalPaymentEdit->lineedit()->text().isEmpty()) {
txt = TQString("<") + i18n("calculate") + TQString(">");
} else {
txt = m_finalPaymentEdit->value().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())));
}
m_balloon1->setText(txt);
m_balloon2->setText(txt);
m_balloon3->setText(txt);
m_balloon4->setText(txt);
m_balloon5->setText(txt);
}
void KNewLoanWizard::updateLoanInfo(void)
{
updateLoanAmount();
updateInterestRate();
updateDuration();
updatePayment();
updateFinalPayment();
updatePeriodicPayment();
TQString txt;
int fraction = m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()));
m_loanAmount6->setText(m_loanAmountEdit->value().formatMoney(fraction));
m_interestRate6->setText(m_interestRateEdit->value().formatMoney("", 3) + TQString("%"));
txt = TQString().sprintf("%d ", m_durationValueEdit->value())
+ m_durationUnitEdit->currentText();
m_duration6->setText(txt);
m_payment6->setText(m_paymentEdit->value().formatMoney(fraction));
m_balloon6->setText(m_finalPaymentEdit->value().formatMoney(fraction));
}
void KNewLoanWizard::updatePeriodicPayment(void)
{
MyMoneyMoney base(m_basePayment->text());
MyMoneyMoney add(m_additionalCost->text());
m_periodicPayment->setText((base + add).formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()))));
}
void KNewLoanWizard::updateSummary(void)
{
// General
if(m_borrowButton->isChecked())
m_summaryLoanType->setText(i18n("borrowed"));
else
m_summaryLoanType->setText(i18n("lend"));
m_summaryFirstPayment->setText(KGlobal::locale()->formatDate(m_firstDueDateEdit->date(), true));
if(m_payeeEdit->selectedItem().isEmpty()) {
m_summaryPayee->setText(i18n("not assigned"));
} else {
m_summaryPayee->setText(m_payeeEdit->currentText());
}
// Calculation
if(m_interestOnReceptionButton->isChecked())
m_summaryInterestDue->setText(i18n("on reception"));
else
m_summaryInterestDue->setText(i18n("on due date"));
m_summaryPaymentFrequency->setText(m_paymentFrequencyUnitEdit->currentText());
m_summaryAmount->setText(m_loanAmount6->text());
m_summaryInterestRate->setText(m_interestRate6->text());
m_summaryTerm->setText(m_duration6->text());
m_summaryPeriodicPayment->setText(m_payment6->text());
m_summaryBalloonPayment->setText(m_balloon6->text());
// Payment
try {
TQStringList sel = m_interestAccountEdit->selectedItems();
if(sel.count() != 1)
throw new MYMONEYEXCEPTION("Need a single selected interest category");
MyMoneyAccount acc = MyMoneyFile::instance()->account(sel.first());
m_summaryInterestCategory->setText(acc.name());
} catch(MyMoneyException *e) {
qWarning("Unable to determine interest category for loan account creation");
delete e;
}
m_summaryAdditionalFees->setText(m_additionalCost->text());
m_summaryTotalPeriodicPayment->setText(m_periodicPayment->text());
m_summaryNextPayment->setText(KGlobal::locale()->formatDate(m_nextDueDateEdit->date(), true));
try {
TQStringList sel = m_paymentAccountEdit->selectedItems();
if(sel.count() != 1)
throw new MYMONEYEXCEPTION("Need a single selected payment account");
MyMoneyAccount acc = MyMoneyFile::instance()->account(sel.first());
m_summaryPaymentAccount->setText(acc.name());
} catch(MyMoneyException *e) {
qWarning("Unable to determine payment account for loan account creation");
delete e;
}
}
void KNewLoanWizard::next()
{
bool dontLeavePage = false;
TQString errMsg = i18n(
"The loan wizard is unable to calculate two different values for your loan "
"at the same time. "
"Please enter a value for the %1 on this page or backup to the page where the "
" current value to be calculated is defined and fill in a value.");
if(currentPage() == m_lendBorrowPage) {
// load the appropriate categories into the list
loadAccountList();
m_nameEdit->setFocus();
} else if(currentPage() == m_interestTypePage) {
if(m_fixedInterestButton->isChecked()) {
setAppropriate(m_previousPaymentsPage, true);
if(m_previousPaymentButton->isChecked())
setAppropriate(m_recordPaymentPage, true);
else
setAppropriate(m_recordPaymentPage, false);
setAppropriate(m_variableInterestDatePage, false);
} else {
setAppropriate(m_previousPaymentsPage, false);
setAppropriate(m_recordPaymentPage, false);
setAppropriate(m_variableInterestDatePage, true);
}
} else if(currentPage() == m_loanAmountPage) {
m_interestRateEdit->setFocus();
if(m_thisYearPaymentButton->isChecked()
&& m_loanAmountEdit->lineedit()->text().isEmpty()) {
errMsg = i18n("You selected, that payments have already been made towards this loan. "
"This requires you to enter the loan amount exactly as found on your "
"last statement.");
dontLeavePage = true;
KMessageBox::error(0, errMsg, i18n("Calculation error"));
} else
updateLoanAmount();
} else if(currentPage() == m_interestPage) {
if(m_loanAmountEdit->lineedit()->text().isEmpty()
&& m_interestRateEdit->lineedit()->text().isEmpty()) {
dontLeavePage = true;
KMessageBox::error(0, errMsg.arg(i18n("interest rate")), i18n("Calculation error"));
} else
updateInterestRate();
} else if(currentPage() == m_durationPage) {
if((m_loanAmountEdit->lineedit()->text().isEmpty()
|| m_interestRateEdit->lineedit()->text().isEmpty())
&& m_durationValueEdit->value() == 0) {
dontLeavePage = true;
KMessageBox::error(0, errMsg.arg(i18n("term")), i18n("Calculation error"));
} else
updateDuration();
} else if(currentPage() == m_paymentPage) {
if((m_loanAmountEdit->lineedit()->text().isEmpty()
|| m_interestRateEdit->lineedit()->text().isEmpty()
|| m_durationValueEdit->value() == 0)
&& m_paymentEdit->lineedit()->text().isEmpty()) {
dontLeavePage = true;
KMessageBox::error(0, errMsg.arg(i18n("principal and interest")), i18n("Calculation error"));
} else
updatePayment();
} else if(currentPage() == m_finalPaymentPage) {
if((m_loanAmountEdit->lineedit()->text().isEmpty()
|| m_interestRateEdit->lineedit()->text().isEmpty()
|| m_durationValueEdit->value() == 0
|| m_paymentEdit->lineedit()->text().isEmpty())
&& m_finalPaymentEdit->lineedit()->text().isEmpty()) {
// if two fields are empty and one of them is the final payment
// we assume the final payment to be 0 instead of presenting a
m_finalPaymentEdit->setValue(MyMoneyMoney(0, 1));
}
updateFinalPayment();
if(!calculateLoan()) {
dontLeavePage = true;
} else
updateLoanInfo();
} else if(currentPage() == m_additionalFeesPage) {
m_nextDueDateEdit->setEnabled(true);
if(m_allPaymentsButton->isChecked() || m_noPreviousPaymentButton->isChecked()) {
m_nextDueDateEdit->setDate(m_firstDueDateEdit->date());
m_nextDueDateEdit->setEnabled(false);
if(m_assetAccountPage)
setAppropriate(m_assetAccountPage, true);
} else {
TQDate nextPayment(TQDate::currentDate().year(), 1, m_firstDueDateEdit->date().day());
m_nextDueDateEdit->setDate(nextPayment);
if(m_assetAccountPage)
setAppropriate(m_assetAccountPage, false);
m_assetAccountEdit->slotDeselectAllAccounts();
}
if(m_nextDueDateEdit->date() < m_firstDueDateEdit->date()) {
m_nextDueDateEdit->setDate(m_firstDueDateEdit->date());
}
} else if(currentPage() == m_schedulePage) {
updateSummary();
}
/*
switch(m_accountType) {
case MyMoneyAccount::Cash:
case MyMoneyAccount::Asset:
if(indexOf(accountPaymentPage) != -1) {
removePage(accountPaymentPage);
}
setAppropriate(accountNumberPage, false);
setFinishEnabled(accountDetailsPage, true);
break;
case MyMoneyAccount::CreditCard:
if(indexOf(accountPaymentPage) == -1) {
loadPaymentMethods();
addPage(accountPaymentPage, m_accountPaymentPageTitle);
}
setAppropriate(accountPaymentPage, true);
setFinishEnabled(accountPaymentPage, true);
setFinishEnabled(accountDetailsPage, false);
break;
default:
setAppropriate(accountNumberPage, institutionComboBox->currentText() != "");
if(indexOf(accountPaymentPage) != -1) {
removePage(accountPaymentPage);
}
setFinishEnabled(accountDetailsPage, true);
break;
}
*/
if(!dontLeavePage)
KNewLoanWizardDecl::next();
// setup the availability of widgets on the selected page
slotCheckPageFinished();
}
void KNewLoanWizard::loadComboBoxes(void)
{
m_interestFrequencyUnitEdit->insertItem(i18n("Days"), static_cast<int>(MyMoneyAccountLoan::changeDaily));
m_interestFrequencyUnitEdit->insertItem(i18n("Weeks"), static_cast<int>(MyMoneyAccountLoan::changeWeekly));
m_interestFrequencyUnitEdit->insertItem(i18n("Months"), static_cast<int>(MyMoneyAccountLoan::changeMonthly));
m_interestFrequencyUnitEdit->insertItem(i18n("Years"), static_cast<int>(MyMoneyAccountLoan::changeYearly));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_DAILY)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_WEEKLY)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_FORTNIGHTLY)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYOTHERWEEK)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYHALFMONTH)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYTHREEWEEKS)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYFOURWEEKS)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYTHIRTYDAYS)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_MONTHLY)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYEIGHTWEEKS)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYOTHERMONTH)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_QUARTERLY)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYFOURMONTHS)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_TWICEYEARLY)));
m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_YEARLY)));
m_durationUnitEdit->insertItem(i18n("Months"), static_cast<int>(MyMoneySchedule::OCCUR_MONTHLY));
m_durationUnitEdit->insertItem(i18n("Years"), static_cast<int>(MyMoneySchedule::OCCUR_YEARLY));
m_durationUnitEdit->insertItem(i18n("Payments"), static_cast<int>(MyMoneySchedule::OCCUR_ONCE));
}
void KNewLoanWizard::slotInterestOnPayment(void)
{
m_interestOnPaymentButton->setChecked(true);
m_interestOnReceptionButton->setChecked(false);
}
void KNewLoanWizard::slotInterestOnReception(void)
{
m_interestOnPaymentButton->setChecked(false);
m_interestOnReceptionButton->setChecked(true);
}
int KNewLoanWizard::calculateLoan(void)
{
MyMoneyFinancialCalculator calc;
long double val;
int PF;
TQString result;
// FIXME: for now, we only support interest calculation at the end of the period
calc.setBep();
// FIXME: for now, we only support periodic compounding
calc.setDisc();
PF = MyMoneySchedule::eventsPerYear(MyMoneySchedule::stringToOccurence(
m_paymentFrequencyUnitEdit->currentText()));
if(PF == 0)
return 0;
calc.setPF(PF);
// FIXME: for now we only support compounding frequency == payment frequency
calc.setCF(PF);
if(!m_loanAmountEdit->lineedit()->text().isEmpty()) {
val = static_cast<long double> (m_loanAmountEdit->value().abs().toDouble());
if(m_borrowButton->isChecked())
val = -val;
calc.setPv(val);
}
if(!m_interestRateEdit->lineedit()->text().isEmpty()) {
val = static_cast<long double> (m_interestRateEdit->value().abs().toDouble());
calc.setIr(val);
}
if(!m_paymentEdit->lineedit()->text().isEmpty()) {
val = static_cast<long double> (m_paymentEdit->value().abs().toDouble());
if(m_lendButton->isChecked())
val = -val;
calc.setPmt(val);
}
if(!m_finalPaymentEdit->lineedit()->text().isEmpty()) {
val = static_cast<long double> (m_finalPaymentEdit->value().abs().toDouble());
if(m_lendButton->isChecked())
val = -val;
calc.setFv(val);
}
if(m_durationValueEdit->value() != 0) {
calc.setNpp(static_cast<long double>(term()));
}
int fraction = m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()));
// setup of parameters is done, now do the calculation
try {
if(m_loanAmountEdit->lineedit()->text().isEmpty()) {
// calculate the amount of the loan out of the other information
val = calc.presentValue();
m_loanAmountEdit->loadText(MyMoneyMoney(static_cast<double>(val)).abs().formatMoney(fraction));
result = i18n("KMyMoney has calculated the amount of the loan as %1.")
.arg(m_loanAmountEdit->lineedit()->text());
} else if(m_interestRateEdit->lineedit()->text().isEmpty()) {
// calculate the interest rate out of the other information
val = calc.interestRate();
m_interestRateEdit->loadText(MyMoneyMoney(static_cast<double>(val)).abs().formatMoney("", 3));
result = i18n("KMyMoney has calculated the interest rate to %1%.")
.arg(m_interestRateEdit->lineedit()->text());
} else if(m_paymentEdit->lineedit()->text().isEmpty()) {
// calculate the periodical amount of the payment out of the other information
val = calc.payment();
m_paymentEdit->setValue(MyMoneyMoney(static_cast<double>(val)).abs());
// reset payment as it might have changed due to rounding
val = static_cast<long double> (m_paymentEdit->value().abs().toDouble());
if(m_lendButton->isChecked())
val = -val;
calc.setPmt(val);
result = i18n("KMyMoney has calculated a periodic payment of %1 to cover principal and interest.")
.arg(m_paymentEdit->lineedit()->text());
val = calc.futureValue();
if((m_borrowButton->isChecked() && val < 0 && fabsl(val) >= fabsl(calc.payment()))
|| (m_lendButton->isChecked() && val > 0 && fabs(val) >= fabs(calc.payment()))) {
calc.setNpp(calc.npp()-1);
updateTermWidgets(calc.npp());
val = calc.futureValue();
MyMoneyMoney refVal(static_cast<double>(val));
m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
result += TQString(" ");
result += i18n("The number of payments has been decremented and the final payment has been modified to %1.")
.arg(m_finalPaymentEdit->lineedit()->text());
} else if((m_borrowButton->isChecked() && val < 0 && fabsl(val) < fabsl(calc.payment()))
|| (m_lendButton->isChecked() && val > 0 && fabs(val) < fabs(calc.payment()))) {
m_finalPaymentEdit->loadText(MyMoneyMoney(0,1).formatMoney(fraction));
} else {
MyMoneyMoney refVal(static_cast<double>(val));
m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
result += i18n("The final payment has been modified to %1.")
.arg(m_finalPaymentEdit->lineedit()->text());
}
} else if(m_durationValueEdit->value() == 0) {
// calculate the number of payments out of the other information
val = calc.numPayments();
if(val == 0)
throw new MYMONEYEXCEPTION("incorrect fincancial calculation");
// if the number of payments has a fractional part, then we
// round it to the smallest integer and calculate the balloon payment
result = i18n("KMyMoney has calculated the term of your loan as %1. ")
.arg(updateTermWidgets(floorl(val)));
if(val != floorl(val)) {
calc.setNpp(floorl(val));
val = calc.futureValue();
MyMoneyMoney refVal(static_cast<double>(val));
m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
result += i18n("The final payment has been modified to %1.")
.arg(m_finalPaymentEdit->lineedit()->text());
}
} else {
// calculate the future value of the loan out of the other information
val = calc.futureValue();
// we differentiate between the following cases:
// a) the future value is greater than a payment
// b) the future value is less than a payment or the loan is overpaid
// c) all other cases
//
// a) means, we have paid more than we owed. This can't be
// b) means, we paid more than we owed but the last payment is
// less in value than regular payments. That means, that the
// future value is to be treated as (fully payed back)
// c) the loan is not payed back yet
if((m_borrowButton->isChecked() && val < 0 && fabsl(val) > fabsl(calc.payment()))
|| (m_lendButton->isChecked() && val > 0 && fabs(val) > fabs(calc.payment()))) {
// case a)
qDebug("Future Value is %Lf", val);
throw new MYMONEYEXCEPTION("incorrect fincancial calculation");
} else if((m_borrowButton->isChecked() && val < 0 && fabsl(val) <= fabsl(calc.payment()))
|| (m_lendButton->isChecked() && val > 0 && fabs(val) <= fabs(calc.payment()))) {
// case b)
val = 0;
}
MyMoneyMoney refVal(static_cast<double>(val));
result = i18n("KMyMoney has calculated a final payment of %1 for this loan.")
.arg(refVal.abs().formatMoney(fraction));
if(!m_finalPaymentEdit->lineedit()->text().isEmpty()) {
if((m_finalPaymentEdit->value().abs() - refVal.abs()).abs().toDouble() > 1) {
throw new MYMONEYEXCEPTION("incorrect fincancial calculation");
}
result = i18n("KMyMoney has successfully verified your loan information.");
}
m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
}
} catch (MyMoneyException *e) {
delete e;
KMessageBox::error(0,
i18n("You have entered mis-matching information. Please backup to the "
"appropriate page and update your figures or leave one value empty "
"to let KMyMoney calculate it for you"),
i18n("Calculation error"));
return 0;
}
result += i18n("\n\nAccept this or modify the loan information and recalculate.");
KMessageBox::information(0, result, i18n("Calculation successful"));
return 1;
}
TQString KNewLoanWizard::updateTermWidgets(const long double val)
{
long long vl = static_cast<long long>(floorl(val));
TQString valString;
MyMoneySchedule::occurenceE unit;
unit = MyMoneySchedule::stringToOccurence(m_paymentFrequencyUnitEdit->currentText());
if((unit == MyMoneySchedule::OCCUR_MONTHLY)
&& ((vl % 12) == 0)) {
vl /= 12;
unit = MyMoneySchedule::OCCUR_YEARLY;
}
switch(unit) {
case MyMoneySchedule::OCCUR_MONTHLY:
valString = i18n("one month", "%n months", vl);
m_durationUnitEdit->setCurrentItem(static_cast<int>(MyMoneySchedule::OCCUR_MONTHLY));
break;
case MyMoneySchedule::OCCUR_YEARLY:
valString = i18n("one year", "%n years", vl);
m_durationUnitEdit->setCurrentItem(static_cast<int>(MyMoneySchedule::OCCUR_YEARLY));
break;
default:
valString = i18n("one payment", "%n payments", vl);
m_durationUnitEdit->setCurrentItem(static_cast<int>(MyMoneySchedule::OCCUR_ONCE));
break;
}
m_durationValueEdit->setValue(vl);
return valString;
}
void KNewLoanWizard::slotCreateCategory(void)
{
MyMoneyAccount acc, base;
MyMoneyFile* file = MyMoneyFile::instance();
if(m_borrowButton->isChecked()) {
base = file->expense();
acc.setAccountType(MyMoneyAccount::Expense);
} else {
base = file->income();
acc.setAccountType(MyMoneyAccount::Income);
}
acc.setParentAccountId(base.id());
KNewAccountDlg* dlg = new KNewAccountDlg(acc, true, true);
if(dlg->exec() == TQDialog::Accepted) {
acc = dlg->account();
MyMoneyFileTransaction ft;
try {
TQString id;
id = file->createCategory(base, acc.name());
if(id.isEmpty())
throw new MYMONEYEXCEPTION("failure while creating the account hierarchy");
ft.commit();
m_interestAccountEdit->setSelected(id);
} catch (MyMoneyException *e) {
KMessageBox::information(this, i18n("Unable to add account: %1").arg(e->what()));
delete e;
}
}
delete dlg;
}
void KNewLoanWizard::loadAccountList(void)
{
AccountSet interestSet, assetSet;
if(m_borrowButton->isChecked()) {
interestSet.addAccountType(MyMoneyAccount::Expense);
} else {
interestSet.addAccountType(MyMoneyAccount::Income);
}
interestSet.load(m_interestAccountEdit);
assetSet.addAccountType(MyMoneyAccount::Checkings);
assetSet.addAccountType(MyMoneyAccount::Savings);
assetSet.addAccountType(MyMoneyAccount::Cash);
assetSet.addAccountType(MyMoneyAccount::Asset);
assetSet.addAccountType(MyMoneyAccount::Currency);
assetSet.load(m_assetAccountEdit);
assetSet.addAccountType(MyMoneyAccount::CreditCard);
assetSet.addAccountType(MyMoneyAccount::Liability);
assetSet.load(m_paymentAccountEdit);
}
void KNewLoanWizard::slotAdditionalFees(void)
{
// KMessageBox::information(0, TQString("Not yet implemented ... if you want to help, contact kmymoney2-developer@lists.sourceforge.net"), TQString("Development notice"));
MyMoneyAccount account("Phony-ID", MyMoneyAccount());
TQMap<TQString, MyMoneyMoney> priceInfo;
KSplitTransactionDlg* dlg = new KSplitTransactionDlg(m_transaction, m_split, account, false, !m_borrowButton->isChecked(), MyMoneyMoney(0), priceInfo);
connect(dlg, TQT_SIGNAL(newCategory(MyMoneyAccount&)), this, TQT_SIGNAL(newCategory(MyMoneyAccount&)));
if(dlg->exec() == TQDialog::Accepted) {
m_transaction = dlg->transaction();
// sum up the additional fees
TQValueList<MyMoneySplit>::ConstIterator it;
MyMoneyMoney fees;
for(it = m_transaction.splits().begin(); it != m_transaction.splits().end(); ++it) {
if((*it).accountId() != account.id()) {
fees += (*it).value();
}
}
m_additionalCost->setText(fees.formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()))));
}
delete dlg;
updatePeriodicPayment();
}
MyMoneyTransaction KNewLoanWizard::transaction() const
{
MyMoneyTransaction t;
MyMoneySplit sPayment, sInterest, sAmortization;
// setup accounts. at this point, we cannot fill in the id of the
// account that the amortization will be performed on, because we
// create the account. So the id is yet unknown.
sPayment.setAccountId(m_paymentAccountEdit->selectedItems().first());
sInterest.setAccountId(m_interestAccountEdit->selectedItems().first());
// values
if(m_borrowButton->isChecked()) {
sPayment.setValue(-m_paymentEdit->value());
} else {
sPayment.setValue(m_paymentEdit->value());
}
sInterest.setValue(MyMoneyMoney::autoCalc);
sAmortization.setValue(MyMoneyMoney::autoCalc);
// don't forget the shares
sPayment.setShares(sPayment.value());
sInterest.setShares(sInterest.value());
sAmortization.setShares(sAmortization.value());
// setup the commodity
MyMoneyAccount acc = MyMoneyFile::instance()->account(sPayment.accountId());
t.setCommodity(acc.currencyId());
// actions
sPayment.setAction(MyMoneySplit::ActionAmortization);
sAmortization.setAction(MyMoneySplit::ActionAmortization);
sInterest.setAction(MyMoneySplit::ActionInterest);
// payee
TQString payeeId = m_payeeEdit->selectedItem();
sPayment.setPayeeId(payeeId);
sAmortization.setPayeeId(payeeId);
MyMoneyAccount account("Phony-ID", MyMoneyAccount());
sAmortization.setAccountId(account.id());
// IMPORTANT: Payment split must be the first one, because
// the schedule view expects it this way during display
t.addSplit(sPayment);
t.addSplit(sAmortization);
t.addSplit(sInterest);
// copy the splits from the other costs and update the payment split
TQValueList<MyMoneySplit>::ConstIterator it;
for(it = m_transaction.splits().begin(); it != m_transaction.splits().end(); ++it) {
if((*it).accountId() != account.id()) {
MyMoneySplit sp = (*it);
sp.clearId();
t.addSplit(sp);
sPayment.setValue(sPayment.value()-sp.value());
sPayment.setShares(sPayment.value());
t.modifySplit(sPayment);
}
}
return t;
}
MyMoneySchedule KNewLoanWizard::schedule(void) const
{
MyMoneySchedule sched(m_nameEdit->text(),
MyMoneySchedule::TYPE_LOANPAYMENT,
MyMoneySchedule::stringToOccurence(m_paymentFrequencyUnitEdit->currentText()), 1,
MyMoneySchedule::STYPE_OTHER,
TQDate(),
TQDate(),
false,
false);
MyMoneyTransaction t = transaction();
t.setPostDate(m_nextDueDateEdit->date());
sched.setTransaction(t);
return sched;
}
void KNewLoanWizard::slotReloadEditWidgets(void)
{
// load the various account widgets
loadAccountList();
// reload payee widget
TQString payeeId = m_payeeEdit->selectedItem();
m_payeeEdit->loadPayees(MyMoneyFile::instance()->payeeList());
if(!payeeId.isEmpty()) {
m_payeeEdit->setSelectedItem(payeeId);
}
}
int KNewLoanWizard::term(void) const
{
int factor = 0;
if(m_durationValueEdit->value() != 0) {
factor = 1;
switch(m_durationUnitEdit->currentItem()) {
case MyMoneySchedule::OCCUR_YEARLY: // years
factor = 12;
// tricky fall through here
case MyMoneySchedule::OCCUR_MONTHLY: // months
factor *= 30;
factor *= m_durationValueEdit->value();
// factor now is the duration in days. we divide this by the
// payment frequency and get the number of payments
factor /= MyMoneySchedule::daysBetweenEvents(MyMoneySchedule::stringToOccurence(
m_paymentFrequencyUnitEdit->currentText()));
break;
case MyMoneySchedule::OCCUR_ONCE: // payments
factor = m_durationValueEdit->value();
break;
}
}
return factor;
}
TQString KNewLoanWizard::initialPaymentAccount(void) const
{
if(m_dontCreatePayoutCheckBox->isChecked()) {
return TQString::null;
}
return m_assetAccountEdit->selectedItems().first();
}
TQDate KNewLoanWizard::initialPaymentDate(void) const
{
if(m_dontCreatePayoutCheckBox->isChecked()) {
return TQDate();
}
return m_paymentDate->date();
}
#include "knewloanwizard.moc"
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