diff --git a/kmymoney/plugins/views/forecast/kforecastview_p.h b/kmymoney/plugins/views/forecast/kforecastview_p.h index e9dca99ed..4767fae72 100644 --- a/kmymoney/plugins/views/forecast/kforecastview_p.h +++ b/kmymoney/plugins/views/forecast/kforecastview_p.h @@ -1,1028 +1,1027 @@ /*************************************************************************** kforecastview.cpp ------------------- copyright : (C) 2007 by Alvaro Soliverez email : asoliverez@gmail.com (C) 2017 Łukasz Wojniłowicz ***************************************************************************/ /*************************************************************************** * * * 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. * * * ***************************************************************************/ #ifndef KFORECASTVIEW_P_H #define KFORECASTVIEW_P_H #include "kforecastview.h" // ---------------------------------------------------------------------------- // QT Includes #include #include #include #include #include #include #include // ---------------------------------------------------------------------------- // KDE Includes #include #include #include // ---------------------------------------------------------------------------- // Project Includes #include "ui_kforecastview.h" #include "forecastviewsettings.h" #include "kmymoneyviewbase_p.h" #include "mymoneymoney.h" #include "mymoneyforecast.h" #include "mymoneyprice.h" #include "mymoneyutils.h" #include "mymoneyfile.h" #include "mymoneyaccount.h" #include "mymoneyexception.h" #include "mymoneysecurity.h" #include "kmymoneysettings.h" #include "mymoneybudget.h" #include "fixedcolumntreeview.h" #include "icons.h" #include "mymoneyenums.h" #include "kmymoneyutils.h" #include "kmymoneyplugin.h" #include "plugins/views/reports/reportsviewenums.h" using namespace Icons; typedef enum { SummaryView = 0, ListView, AdvancedView, BudgetView, ChartView, // insert new values above this line MaxViewTabs } ForecastViewTab; enum ForecastViewRoles { ForecastRole = Qt::UserRole, /**< The forecast is held in this role.*/ AccountRole = Qt::UserRole + 1, /**< The MyMoneyAccount is stored in this role in column 0.*/ AmountRole = Qt::UserRole + 2, /**< The amount.*/ ValueRole = Qt::UserRole + 3, /**< The value.*/ }; enum EForecastViewType { eSummary = 0, eDetailed, eAdvanced, eBudget, eUndefined }; class KForecastViewPrivate : public KMyMoneyViewBasePrivate { Q_DECLARE_PUBLIC(KForecastView) public: explicit KForecastViewPrivate(KForecastView *qq) : KMyMoneyViewBasePrivate(), q_ptr(qq), ui(new Ui::KForecastView), m_needLoad(true), m_totalItem(0), m_assetItem(0), m_liabilityItem(0), m_incomeItem(0), m_expenseItem(0), m_chartLayout(0), m_forecastChart(nullptr) { } ~KForecastViewPrivate() { delete ui; } void init() { Q_Q(KForecastView); m_needLoad = false; ui->setupUi(q); for (int i = 0; i < MaxViewTabs; ++i) m_needReload[i] = false; KSharedConfigPtr config = KSharedConfig::openConfig(); KConfigGroup grp = config->group("Last Use Settings"); ui->m_tab->setCurrentIndex(grp.readEntry("KForecastView_LastType", 0)); ui->m_forecastButton->setIcon(Icons::get(Icon::ViewForecast)); q->connect(ui->m_tab, &QTabWidget::currentChanged, q, &KForecastView::slotTabChanged); q->connect(MyMoneyFile::instance(), &MyMoneyFile::dataChanged, q, &KForecastView::refresh); q->connect(ui->m_forecastButton, &QAbstractButton::clicked, q, &KForecastView::slotManualForecast); ui->m_forecastList->setUniformRowHeights(true); ui->m_forecastList->setAllColumnsShowFocus(true); ui->m_summaryList->setAllColumnsShowFocus(true); ui->m_budgetList->setAllColumnsShowFocus(true); ui->m_advancedList->setAlternatingRowColors(true); q->connect(ui->m_forecastList, &QTreeWidget::itemExpanded, q, &KForecastView::itemExpanded); q->connect(ui->m_forecastList, &QTreeWidget::itemCollapsed, q, &KForecastView::itemCollapsed); q->connect(ui->m_summaryList, &QTreeWidget::itemExpanded, q, &KForecastView::itemExpanded); q->connect(ui->m_summaryList, &QTreeWidget::itemCollapsed, q, &KForecastView::itemCollapsed); q->connect(ui->m_budgetList, &QTreeWidget::itemExpanded, q, &KForecastView::itemExpanded); q->connect(ui->m_budgetList, &QTreeWidget::itemCollapsed, q, &KForecastView::itemCollapsed); m_chartLayout = ui->m_tabChart->layout(); m_chartLayout->setSpacing(6); loadForecastSettings(); } void loadForecast(ForecastViewTab tab) { if (m_needReload[tab]) { switch (tab) { case ListView: loadListView(); break; case SummaryView: loadSummaryView(); break; case AdvancedView: loadAdvancedView(); break; case BudgetView: loadBudgetView(); break; case ChartView: loadChartView(); break; default: break; } m_needReload[tab] = false; } } void loadListView() { MyMoneyForecast forecast = KMyMoneyUtils::forecast(); const auto file = MyMoneyFile::instance(); //get the settings from current page forecast.setForecastDays(ui->m_forecastDays->value()); forecast.setAccountsCycle(ui->m_accountsCycle->value()); forecast.setBeginForecastDay(ui->m_beginDay->value()); forecast.setForecastCycles(ui->m_forecastCycles->value()); forecast.setHistoryMethod(ui->m_historyMethod->checkedId()); forecast.doForecast(); ui->m_forecastList->clear(); ui->m_forecastList->setColumnCount(0); ui->m_forecastList->setIconSize(QSize(22, 22)); ui->m_forecastList->setSortingEnabled(true); ui->m_forecastList->sortByColumn(0, Qt::AscendingOrder); //add columns QStringList headerLabels; headerLabels << i18n("Account"); //add cycle interval columns headerLabels << i18nc("Today's forecast", "Current"); for (int i = 1; i <= forecast.forecastDays(); ++i) { QDate forecastDate = QDate::currentDate().addDays(i); headerLabels << QLocale().toString(forecastDate, QLocale::LongFormat); } //add variation columns headerLabels << i18n("Total variation"); //set the columns ui->m_forecastList->setHeaderLabels(headerLabels); //add default rows addTotalRow(ui->m_forecastList, forecast); addAssetLiabilityRows(forecast); //load asset and liability forecast accounts loadAccounts(forecast, file->asset(), m_assetItem, eDetailed); loadAccounts(forecast, file->liability(), m_liabilityItem, eDetailed); adjustHeadersAndResizeToContents(ui->m_forecastList); // add the fixed column only if the horizontal scroll bar is visible m_fixedColumnView.reset(ui->m_forecastList->horizontalScrollBar()->isVisible() ? new FixedColumnTreeView(ui->m_forecastList) : 0); } void loadAccounts(MyMoneyForecast& forecast, const MyMoneyAccount& account, QTreeWidgetItem* parentItem, int forecastType) { QMap nameIdx; const auto file = MyMoneyFile::instance(); QTreeWidgetItem *forecastItem = 0; //Get all accounts of the right type to calculate forecast const auto accList = account.accountList(); if (accList.isEmpty()) return; foreach (const auto sAccount, accList) { auto subAccount = file->account(sAccount); //only add the account if it is a forecast account or the parent of a forecast account if (includeAccount(forecast, subAccount)) { nameIdx[subAccount.id()] = subAccount.id(); } } QMap::ConstIterator it_nc; for (it_nc = nameIdx.constBegin(); it_nc != nameIdx.constEnd(); ++it_nc) { const MyMoneyAccount subAccount = file->account(*it_nc); MyMoneySecurity currency; if (subAccount.isInvest()) { MyMoneySecurity underSecurity = file->security(subAccount.currencyId()); currency = file->security(underSecurity.tradingCurrency()); } else { currency = file->security(subAccount.currencyId()); } forecastItem = new QTreeWidgetItem(parentItem); forecastItem->setText(0, subAccount.name()); forecastItem->setIcon(0, subAccount.accountPixmap()); forecastItem->setData(0, ForecastRole, QVariant::fromValue(forecast)); forecastItem->setData(0, AccountRole, QVariant::fromValue(subAccount)); forecastItem->setExpanded(true); switch (forecastType) { case eSummary: updateSummary(forecastItem); break; case eDetailed: updateDetailed(forecastItem); break; case EForecastViewType::eBudget: updateBudget(forecastItem); break; default: break; } loadAccounts(forecast, subAccount, forecastItem, forecastType); } } void loadSummaryView() { MyMoneyForecast forecast = KMyMoneyUtils::forecast(); QList accList; const auto file = MyMoneyFile::instance(); //get the settings from current page forecast.setForecastDays(ui->m_forecastDays->value()); forecast.setAccountsCycle(ui->m_accountsCycle->value()); forecast.setBeginForecastDay(ui->m_beginDay->value()); forecast.setForecastCycles(ui->m_forecastCycles->value()); forecast.setHistoryMethod(ui->m_historyMethod->checkedId()); forecast.doForecast(); //add columns QStringList headerLabels; headerLabels << i18n("Account"); headerLabels << i18nc("Today's forecast", "Current"); //if beginning of forecast is today, set the begin day to next cycle to avoid repeating the first cycle qint64 daysToBeginDay; if (QDate::currentDate() < forecast.beginForecastDate()) { daysToBeginDay = QDate::currentDate().daysTo(forecast.beginForecastDate()); } else { daysToBeginDay = forecast.accountsCycle(); } for (auto i = 0; ((i*forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) { auto intervalDays = ((i * forecast.accountsCycle()) + daysToBeginDay); headerLabels << i18np("1 day", "%1 days", intervalDays); } //add variation columns headerLabels << i18n("Total variation"); ui->m_summaryList->clear(); //set the columns ui->m_summaryList->setHeaderLabels(headerLabels); ui->m_summaryList->setIconSize(QSize(22, 22)); ui->m_summaryList->setSortingEnabled(true); ui->m_summaryList->sortByColumn(0, Qt::AscendingOrder); //add default rows addTotalRow(ui->m_summaryList, forecast); addAssetLiabilityRows(forecast); loadAccounts(forecast, file->asset(), m_assetItem, eSummary); loadAccounts(forecast, file->liability(), m_liabilityItem, eSummary); adjustHeadersAndResizeToContents(ui->m_summaryList); //Add comments to the advice list ui->m_adviceText->clear(); //Get all accounts of the right type to calculate forecast m_nameIdx.clear(); accList = forecast.accountList(); QList::const_iterator accList_t = accList.constBegin(); for (; accList_t != accList.constEnd(); ++accList_t) { MyMoneyAccount acc = *accList_t; if (m_nameIdx[acc.id()] != acc.id()) { //Check if the account is there m_nameIdx[acc.id()] = acc.id(); } } QMap::ConstIterator it_nc; for (it_nc = m_nameIdx.constBegin(); it_nc != m_nameIdx.constEnd(); ++it_nc) { const MyMoneyAccount& acc = file->account(*it_nc); MyMoneySecurity currency; //change currency to deep currency if account is an investment if (acc.isInvest()) { MyMoneySecurity underSecurity = file->security(acc.currencyId()); currency = file->security(underSecurity.tradingCurrency()); } else { currency = file->security(acc.currencyId()); } //Check if the account is going to be below zero or below the minimal balance in the forecast period QString minimumBalance = acc.value("minimumBalance"); MyMoneyMoney minBalance = MyMoneyMoney(minimumBalance); //Check if the account is going to be below minimal balance auto dropMinimum = forecast.daysToMinimumBalance(acc); //Check if the account is going to be below zero in the future auto dropZero = forecast.daysToZeroBalance(acc); // spit out possible warnings QString 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 0: msg = QString("").arg(KMyMoneySettings::schemeColor(SchemeColor::Negative).name()); msg += i18n("The balance of %1 is below the minimum balance %2 today.", acc.name(), MyMoneyUtils::formatMoney(minBalance, acc, currency)); msg += QString(""); break; default: msg = QString("").arg(KMyMoneySettings::schemeColor(SchemeColor::Negative).name()); msg += i18np("The balance of %2 will drop below the minimum balance %3 in %1 day.", "The balance of %2 will drop below the minimum balance %3 in %1 days.", dropMinimum - 1, acc.name(), MyMoneyUtils::formatMoney(minBalance, acc, currency)); msg += QString(""); } if (!msg.isEmpty()) { ui->m_adviceText->append(msg); } } // a drop below zero is always shown msg.clear(); switch (dropZero) { case -1: break; case 0: if (acc.accountGroup() == eMyMoney::Account::Type::Asset) { msg = QString("").arg(KMyMoneySettings::schemeColor(SchemeColor::Negative).name()); msg += i18n("The balance of %1 is below %2 today.", acc.name(), MyMoneyUtils::formatMoney(MyMoneyMoney(), acc, currency)); msg += QString(""); break; } if (acc.accountGroup() == eMyMoney::Account::Type::Liability) { msg = i18n("The balance of %1 is above %2 today.", acc.name(), MyMoneyUtils::formatMoney(MyMoneyMoney(), acc, currency)); break; } break; default: if (acc.accountGroup() == eMyMoney::Account::Type::Asset) { msg = QString("").arg(KMyMoneySettings::schemeColor(SchemeColor::Negative).name()); msg += i18np("The balance of %2 will drop below %3 in %1 day.", "The balance of %2 will drop below %3 in %1 days.", dropZero, acc.name(), MyMoneyUtils::formatMoney(MyMoneyMoney(), acc, currency)); msg += QString(""); break; } if (acc.accountGroup() == eMyMoney::Account::Type::Liability) { msg = i18np("The balance of %2 will raise above %3 in %1 day.", "The balance of %2 will raise above %3 in %1 days.", dropZero, acc.name(), MyMoneyUtils::formatMoney(MyMoneyMoney(), acc, currency)); break; } } if (!msg.isEmpty()) { ui->m_adviceText->append(msg); } //advice about trends msg.clear(); MyMoneyMoney accCycleVariation = forecast.accountCycleVariation(acc); if (accCycleVariation < MyMoneyMoney()) { msg = QString("").arg(KMyMoneySettings::schemeColor(SchemeColor::Negative).name()); msg += i18n("The account %1 is decreasing %2 per cycle.", acc.name(), MyMoneyUtils::formatMoney(accCycleVariation, acc, currency)); msg += QString(""); } if (!msg.isEmpty()) { ui->m_adviceText->append(msg); } } ui->m_adviceText->show(); } void loadAdvancedView() { const auto file = MyMoneyFile::instance(); QList accList; MyMoneySecurity baseCurrency = file->baseCurrency(); MyMoneyForecast forecast = KMyMoneyUtils::forecast(); qint64 daysToBeginDay; //get the settings from current page forecast.setForecastDays(ui->m_forecastDays->value()); forecast.setAccountsCycle(ui->m_accountsCycle->value()); forecast.setBeginForecastDay(ui->m_beginDay->value()); forecast.setForecastCycles(ui->m_forecastCycles->value()); forecast.setHistoryMethod(ui->m_historyMethod->checkedId()); forecast.doForecast(); //Get all accounts of the right type to calculate forecast m_nameIdx.clear(); accList = forecast.accountList(); QList::const_iterator accList_t = accList.constBegin(); for (; accList_t != accList.constEnd(); ++accList_t) { MyMoneyAccount acc = *accList_t; if (m_nameIdx[acc.id()] != acc.id()) { //Check if the account is there m_nameIdx[acc.id()] = acc.id(); } } //clear the list, including columns ui->m_advancedList->clear(); ui->m_advancedList->setColumnCount(0); ui->m_advancedList->setIconSize(QSize(22, 22)); QStringList headerLabels; //add first column of both lists headerLabels << i18n("Account"); //if beginning of forecast is today, set the begin day to next cycle to avoid repeating the first cycle if (QDate::currentDate() < forecast.beginForecastDate()) { daysToBeginDay = QDate::currentDate().daysTo(forecast.beginForecastDate()); } else { daysToBeginDay = forecast.accountsCycle(); } //add columns for (auto i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) { headerLabels << i18n("Min Bal %1", i); headerLabels << i18n("Min Date %1", i); } for (auto i = 1; ((i * forecast.accountsCycle()) + daysToBeginDay) <= forecast.forecastDays(); ++i) { headerLabels << i18n("Max Bal %1", i); headerLabels << i18n("Max Date %1", i); } headerLabels << i18nc("Average balance", "Average"); ui->m_advancedList->setHeaderLabels(headerLabels); QTreeWidgetItem *advancedItem = 0; QMap::ConstIterator it_nc; for (it_nc = m_nameIdx.constBegin(); it_nc != m_nameIdx.constEnd(); ++it_nc) { const MyMoneyAccount& acc = file->account(*it_nc); QString amount; MyMoneyMoney amountMM; MyMoneySecurity currency; //change currency to deep currency if account is an investment if (acc.isInvest()) { MyMoneySecurity underSecurity = file->security(acc.currencyId()); currency = file->security(underSecurity.tradingCurrency()); } else { currency = file->security(acc.currencyId()); } advancedItem = new QTreeWidgetItem(ui->m_advancedList, advancedItem, false); advancedItem->setText(0, acc.name()); advancedItem->setIcon(0, acc.accountPixmap()); auto it_c = 1; // iterator for the columns of the listview //get minimum balance list QList minBalanceList = forecast.accountMinimumBalanceDateList(acc); QList::Iterator t_min; for (t_min = minBalanceList.begin(); t_min != minBalanceList.end() ; ++t_min) { QDate minDate = *t_min; amountMM = forecast.forecastBalance(acc, minDate); amount = MyMoneyUtils::formatMoney(amountMM, acc, currency); advancedItem->setText(it_c, amount); advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter); if (amountMM.isNegative()) { advancedItem->setForeground(it_c, KMyMoneySettings::schemeColor(SchemeColor::Negative)); } it_c++; QString dateString = QLocale().toString(minDate, QLocale::ShortFormat); advancedItem->setText(it_c, dateString); advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter); if (amountMM.isNegative()) { advancedItem->setForeground(it_c, KMyMoneySettings::schemeColor(SchemeColor::Negative)); } it_c++; } //get maximum balance list QList maxBalanceList = forecast.accountMaximumBalanceDateList(acc); QList::Iterator t_max; for (t_max = maxBalanceList.begin(); t_max != maxBalanceList.end() ; ++t_max) { QDate maxDate = *t_max; amountMM = forecast.forecastBalance(acc, maxDate); amount = MyMoneyUtils::formatMoney(amountMM, acc, currency); advancedItem->setText(it_c, amount); advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter); if (amountMM.isNegative()) { advancedItem->setForeground(it_c, KMyMoneySettings::schemeColor(SchemeColor::Negative)); } it_c++; QString dateString = QLocale().toString(maxDate, QLocale::ShortFormat); advancedItem->setText(it_c, dateString); advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter); if (amountMM.isNegative()) { advancedItem->setForeground(it_c, KMyMoneySettings::schemeColor(SchemeColor::Negative)); } it_c++; } //get average balance amountMM = forecast.accountAverageBalance(acc); amount = MyMoneyUtils::formatMoney(amountMM, acc, currency); advancedItem->setText(it_c, amount); advancedItem->setTextAlignment(it_c, Qt::AlignRight | Qt::AlignVCenter); if (amountMM.isNegative()) { advancedItem->setForeground(it_c, KMyMoneySettings::schemeColor(SchemeColor::Negative)); } it_c++; } // make sure all data is shown adjustHeadersAndResizeToContents(ui->m_advancedList); ui->m_advancedList->show(); } void loadBudgetView() { const auto file = MyMoneyFile::instance(); MyMoneyForecast forecast = KMyMoneyUtils::forecast(); //get the settings from current page and calculate this year based on last year QDate historyEndDate = QDate(QDate::currentDate().year() - 1, 12, 31); QDate historyStartDate = historyEndDate.addDays(-ui->m_accountsCycle->value() * ui->m_forecastCycles->value()); QDate forecastStartDate = QDate(QDate::currentDate().year(), 1, 1); QDate forecastEndDate = QDate::currentDate().addDays(ui->m_forecastDays->value()); forecast.setHistoryMethod(ui->m_historyMethod->checkedId()); MyMoneyBudget budget; forecast.createBudget(budget, historyStartDate, historyEndDate, forecastStartDate, forecastEndDate, false); ui->m_budgetList->clear(); ui->m_budgetList->setIconSize(QSize(22, 22)); ui->m_budgetList->setSortingEnabled(true); ui->m_budgetList->sortByColumn(0, Qt::AscendingOrder); //add columns QStringList headerLabels; headerLabels << i18n("Account"); { forecastStartDate = forecast.forecastStartDate(); forecastEndDate = forecast.forecastEndDate(); //add cycle interval columns QDate f_date = forecastStartDate; for (; f_date <= forecastEndDate; f_date = f_date.addMonths(1)) { headerLabels << QDate::longMonthName(f_date.month()); } } //add total column headerLabels << i18nc("Total balance", "Total"); //set the columns ui->m_budgetList->setHeaderLabels(headerLabels); //add default rows addTotalRow(ui->m_budgetList, forecast); addIncomeExpenseRows(forecast); //load income and expense budget accounts loadAccounts(forecast, file->income(), m_incomeItem, EForecastViewType::eBudget); loadAccounts(forecast, file->expense(), m_expenseItem, EForecastViewType::eBudget); adjustHeadersAndResizeToContents(ui->m_budgetList); } void loadChartView() { if (m_forecastChart) delete m_forecastChart; if (const auto reportsPlugin = pPlugins.data.value("reportsview", nullptr)) { - const auto args = + const QString args = QString::number(ui->m_comboDetail->currentIndex()) + ';' + QString::number(ui->m_forecastDays->value()) + ';' + QString::number(ui->m_tab->width()) + ';' + QString::number(ui->m_tab->height()); - - const auto variantReport = reportsPlugin->requestData(args, eWidgetPlugin::WidgetType::NetWorthForecastWithArgs); + const auto variantReport = reportsPlugin->requestData(args, eWidgetPlugin::WidgetType::NetWorthForecastWithArgs); if (!variantReport.isNull()) m_forecastChart = variantReport.value(); } else { - m_forecastChart = new QLabel(i18n("Enable reports plugin to see this chart.")); + m_forecastChart = new QLabel(i18n("Enable reports plugin to see this chart.")); } m_chartLayout->addWidget(m_forecastChart); } void loadForecastSettings() { //fill the settings controls ui->m_forecastDays->setValue(KMyMoneySettings::forecastDays()); ui->m_accountsCycle->setValue(KMyMoneySettings::forecastAccountCycle()); ui->m_beginDay->setValue(KMyMoneySettings::beginForecastDay()); ui->m_forecastCycles->setValue(KMyMoneySettings::forecastCycles()); ui->m_historyMethod->setId(ui->radioButton11, 0); // simple moving avg ui->m_historyMethod->setId(ui->radioButton12, 1); // weighted moving avg ui->m_historyMethod->setId(ui->radioButton13, 2); // linear regression ui->m_historyMethod->button(KMyMoneySettings::historyMethod())->setChecked(true); switch (KMyMoneySettings::forecastMethod()) { case 0: ui->m_forecastMethod->setText(i18nc("Scheduled method", "Scheduled")); ui->m_forecastCycles->setDisabled(true); ui->m_historyMethodGroupBox->setDisabled(true); break; case 1: ui->m_forecastMethod->setText(i18nc("History-based method", "History")); ui->m_forecastCycles->setEnabled(true); ui->m_historyMethodGroupBox->setEnabled(true); break; default: ui->m_forecastMethod->setText(i18nc("Unknown forecast method", "Unknown")); break; } } void addAssetLiabilityRows(const MyMoneyForecast& forecast) { const auto file = MyMoneyFile::instance(); m_assetItem = new QTreeWidgetItem(m_totalItem); m_assetItem->setText(0, file->asset().name()); m_assetItem->setIcon(0, file->asset().accountPixmap()); m_assetItem->setData(0, ForecastRole, QVariant::fromValue(forecast)); m_assetItem->setData(0, AccountRole, QVariant::fromValue(file->asset())); m_assetItem->setExpanded(true); m_liabilityItem = new QTreeWidgetItem(m_totalItem); m_liabilityItem->setText(0, file->liability().name()); m_liabilityItem->setIcon(0, file->liability().accountPixmap()); m_liabilityItem->setData(0, ForecastRole, QVariant::fromValue(forecast)); m_liabilityItem->setData(0, AccountRole, QVariant::fromValue(file->liability())); m_liabilityItem->setExpanded(true); } void addIncomeExpenseRows(const MyMoneyForecast& forecast) { const auto file = MyMoneyFile::instance(); m_incomeItem = new QTreeWidgetItem(m_totalItem); m_incomeItem->setText(0, file->income().name()); m_incomeItem->setIcon(0, file->income().accountPixmap()); m_incomeItem->setData(0, ForecastRole, QVariant::fromValue(forecast)); m_incomeItem->setData(0, AccountRole, QVariant::fromValue(file->income())); m_incomeItem->setExpanded(true); m_expenseItem = new QTreeWidgetItem(m_totalItem); m_expenseItem->setText(0, file->expense().name()); m_expenseItem->setIcon(0, file->expense().accountPixmap()); m_expenseItem->setData(0, ForecastRole, QVariant::fromValue(forecast)); m_expenseItem->setData(0, AccountRole, QVariant::fromValue(file->expense())); m_expenseItem->setExpanded(true); } void addTotalRow(QTreeWidget* forecastList, const MyMoneyForecast& forecast) { const auto file = MyMoneyFile::instance(); m_totalItem = new QTreeWidgetItem(forecastList); QFont font; font.setBold(true); m_totalItem->setFont(0, font); m_totalItem->setText(0, i18nc("Total balance", "Total")); m_totalItem->setIcon(0, file->asset().accountPixmap()); m_totalItem->setData(0, ForecastRole, QVariant::fromValue(forecast)); m_totalItem->setData(0, AccountRole, QVariant::fromValue(file->asset())); m_totalItem->setExpanded(true); } bool includeAccount(MyMoneyForecast& forecast, const MyMoneyAccount& acc) { const auto file = MyMoneyFile::instance(); if (forecast.isForecastAccount(acc)) return true; foreach (const auto sAccount, acc.accountList()) { auto account = file->account(sAccount); if (includeAccount(forecast, account)) return true; } return false; } void adjustHeadersAndResizeToContents(QTreeWidget *widget) { QSize sizeHint(0, widget->sizeHintForRow(0)); QTreeWidgetItem *header = widget->headerItem(); for (int i = 0; i < header->columnCount(); ++i) { if (i > 0) { header->setData(i, Qt::TextAlignmentRole, Qt::AlignRight); // make sure that the row height stays the same even when the column that has icons is not visible if (m_totalItem) { m_totalItem->setSizeHint(i, sizeHint); } } widget->resizeColumnToContents(i); } } void setNegative(QTreeWidgetItem *item, bool isNegative) { if (isNegative) { for (int i = 0; i < item->columnCount(); ++i) { item->setForeground(i, KMyMoneySettings::schemeColor(SchemeColor::Negative)); } } } void showAmount(QTreeWidgetItem* item, int column, const MyMoneyMoney& amount, const MyMoneySecurity& security) { item->setText(column, MyMoneyUtils::formatMoney(amount, security)); item->setTextAlignment(column, Qt::AlignRight | Qt::AlignVCenter); item->setFont(column, item->font(0)); if (amount.isNegative()) { item->setForeground(column, KMyMoneySettings::schemeColor(SchemeColor::Negative)); } } void adjustParentValue(QTreeWidgetItem *item, int column, const MyMoneyMoney& value) { if (!item) return; item->setData(column, ValueRole, QVariant::fromValue(item->data(column, ValueRole).value() + value)); item->setData(column, ValueRole, QVariant::fromValue(item->data(column, ValueRole).value().convert(MyMoneyFile::instance()->baseCurrency().smallestAccountFraction()))); // if the entry has no children, // or it is the top entry // or it is currently not open // we need to display the value of it if (item->childCount() == 0 || !item->parent() || (!item->isExpanded() && item->childCount() > 0) || (item->parent() && !item->parent()->parent())) { if (item->childCount() > 0) item->setText(column, " "); MyMoneyMoney amount = item->data(column, ValueRole).value(); showAmount(item, column, amount, MyMoneyFile::instance()->baseCurrency()); } // now make sure, the upstream accounts also get notified about the value change adjustParentValue(item->parent(), column, value); } void setValue(QTreeWidgetItem* item, int column, const MyMoneyMoney& amount, const QDate& forecastDate) { MyMoneyAccount account = item->data(0, AccountRole).value(); //calculate the balance in base currency for the total row if (account.currencyId() != MyMoneyFile::instance()->baseCurrency().id()) { const auto file = MyMoneyFile::instance(); const auto curPrice = file->price(account.tradingCurrencyId(), file->baseCurrency().id(), forecastDate); const auto curRate = curPrice.rate(file->baseCurrency().id()); auto baseAmountMM = amount * curRate; auto value = baseAmountMM.convert(file->baseCurrency().smallestAccountFraction()); item->setData(column, ValueRole, QVariant::fromValue(value)); adjustParentValue(item->parent(), column, value); } else { item->setData(column, ValueRole, QVariant::fromValue(item->data(column, ValueRole).value() + amount)); adjustParentValue(item->parent(), column, amount); } } void setAmount(QTreeWidgetItem* item, int column, const MyMoneyMoney& amount) { item->setData(column, AmountRole, QVariant::fromValue(amount)); item->setTextAlignment(column, Qt::AlignRight | Qt::AlignVCenter); } void updateSummary(QTreeWidgetItem *item) { MyMoneyMoney amountMM; auto it_c = 1; // iterator for the columns of the listview const auto file = MyMoneyFile::instance(); qint64 daysToBeginDay; MyMoneyForecast forecast = item->data(0, ForecastRole).value(); if (QDate::currentDate() < forecast.beginForecastDate()) { daysToBeginDay = QDate::currentDate().daysTo(forecast.beginForecastDate()); } else { daysToBeginDay = forecast.accountsCycle(); } MyMoneyAccount account = item->data(0, AccountRole).value(); MyMoneySecurity currency; if (account.isInvest()) { MyMoneySecurity underSecurity = file->security(account.currencyId()); currency = file->security(underSecurity.tradingCurrency()); } else { currency = file->security(account.currencyId()); } //add current balance column QDate summaryDate = QDate::currentDate(); amountMM = forecast.forecastBalance(account, summaryDate); //calculate the balance in base currency for the total row setAmount(item, it_c, amountMM); setValue(item, it_c, amountMM, summaryDate); showAmount(item, it_c, amountMM, currency); it_c++; //iterate through all other columns for (summaryDate = QDate::currentDate().addDays(daysToBeginDay); summaryDate <= forecast.forecastEndDate(); summaryDate = summaryDate.addDays(forecast.accountsCycle()), ++it_c) { amountMM = forecast.forecastBalance(account, summaryDate); //calculate the balance in base currency for the total row setAmount(item, it_c, amountMM); setValue(item, it_c, amountMM, summaryDate); showAmount(item, it_c, amountMM, currency); } //calculate and add variation per cycle setNegative(item, forecast.accountTotalVariation(account).isNegative()); setAmount(item, it_c, forecast.accountTotalVariation(account)); setValue(item, it_c, forecast.accountTotalVariation(account), forecast.forecastEndDate()); showAmount(item, it_c, forecast.accountTotalVariation(account), currency); } void updateDetailed(QTreeWidgetItem *item) { QString amount; QString vAmount; MyMoneyMoney vAmountMM; const auto file = MyMoneyFile::instance(); MyMoneyAccount account = item->data(0, AccountRole).value(); MyMoneySecurity currency; if (account.isInvest()) { MyMoneySecurity underSecurity = file->security(account.currencyId()); currency = file->security(underSecurity.tradingCurrency()); } else { currency = file->security(account.currencyId()); } int it_c = 1; // iterator for the columns of the listview MyMoneyForecast forecast = item->data(0, ForecastRole).value(); for (QDate forecastDate = QDate::currentDate(); forecastDate <= forecast.forecastEndDate(); ++it_c, forecastDate = forecastDate.addDays(1)) { MyMoneyMoney amountMM = forecast.forecastBalance(account, forecastDate); //calculate the balance in base currency for the total row setAmount(item, it_c, amountMM); setValue(item, it_c, amountMM, forecastDate); showAmount(item, it_c, amountMM, currency); } //calculate and add variation per cycle vAmountMM = forecast.accountTotalVariation(account); setAmount(item, it_c, vAmountMM); setValue(item, it_c, vAmountMM, forecast.forecastEndDate()); showAmount(item, it_c, vAmountMM, currency); } void updateBudget(QTreeWidgetItem *item) { MyMoneySecurity currency; MyMoneyMoney tAmountMM; MyMoneyForecast forecast = item->data(0, ForecastRole).value(); const auto file = MyMoneyFile::instance(); int it_c = 1; // iterator for the columns of the listview QDate forecastDate = forecast.forecastStartDate(); MyMoneyAccount account = item->data(0, AccountRole).value(); if (account.isInvest()) { MyMoneySecurity underSecurity = file->security(account.currencyId()); currency = file->security(underSecurity.tradingCurrency()); } else { currency = file->security(account.currencyId()); } //iterate columns for (; forecastDate <= forecast.forecastEndDate(); forecastDate = forecastDate.addMonths(1), ++it_c) { MyMoneyMoney amountMM; amountMM = forecast.forecastBalance(account, forecastDate); if (account.accountType() == eMyMoney::Account::Type::Expense) amountMM = -amountMM; tAmountMM += amountMM; setAmount(item, it_c, amountMM); setValue(item, it_c, amountMM, forecastDate); showAmount(item, it_c, amountMM, currency); } //set total column setAmount(item, it_c, tAmountMM); setValue(item, it_c, tAmountMM, forecast.forecastEndDate()); showAmount(item, it_c, tAmountMM, currency); } /** * Get the list of prices for an account * This is used later to create an instance of KMyMoneyAccountTreeForecastItem * */ // QList getAccountPrices(const MyMoneyAccount& acc) // { // const auto file = MyMoneyFile::instance(); // QList prices; // MyMoneySecurity security = file->baseCurrency(); // try { // if (acc.isInvest()) { // security = file->security(acc.currencyId()); // if (security.tradingCurrency() != file->baseCurrency().id()) { // MyMoneySecurity sec = file->security(security.tradingCurrency()); // prices += file->price(sec.id(), file->baseCurrency().id()); // } // } else if (acc.currencyId() != file->baseCurrency().id()) { // if (acc.currencyId() != file->baseCurrency().id()) { // security = file->security(acc.currencyId()); // prices += file->price(acc.currencyId(), file->baseCurrency().id()); // } // } // } catch (const MyMoneyException &e) { // qDebug() << Q_FUNC_INFO << " caught exception while adding " << acc.name() << "[" << acc.id() << "]: " << e.what(); // } // return prices; // } KForecastView *q_ptr; Ui::KForecastView *ui; bool m_needReload[MaxViewTabs]; /** * This member holds the load state of page */ bool m_needLoad; QTreeWidgetItem* m_totalItem; QTreeWidgetItem* m_assetItem; QTreeWidgetItem* m_liabilityItem; QTreeWidgetItem* m_incomeItem; QTreeWidgetItem* m_expenseItem; QLayout* m_chartLayout; QWidget *m_forecastChart; QScopedPointer m_fixedColumnView; QMap m_nameIdx; }; #endif diff --git a/kmymoney/plugins/views/reports/reportsview.cpp b/kmymoney/plugins/views/reports/reportsview.cpp index 5ed1bfaf2..98a651be4 100644 --- a/kmymoney/plugins/views/reports/reportsview.cpp +++ b/kmymoney/plugins/views/reports/reportsview.cpp @@ -1,331 +1,330 @@ /*************************************************************************** reportsview.cpp ------------------- copyright : (C) 2018 by Łukasz Wojniłowicz email : lukasz.wojnilowicz@gmail.com ***************************************************************************/ /*************************************************************************** * * * 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 "reportsview.h" // ---------------------------------------------------------------------------- // QT Includes // ---------------------------------------------------------------------------- // KDE Includes #include #include // ---------------------------------------------------------------------------- // Project Includes #include "viewinterface.h" #include "kreportsview.h" #include "kreportchartview.h" #include "kmymoneysettings.h" #include "pivottable.h" #include "pivotgrid.h" #include "mymoneyfile.h" #include "mymoneysecurity.h" #include "mymoneyenums.h" #include "reportsviewenums.h" #define VIEW_LEDGER "ledger" ReportsView::ReportsView(QObject *parent, const QVariantList &args) : KMyMoneyPlugin::Plugin(parent, "reportsview"/*must be the same as X-KDE-PluginInfo-Name*/), m_view(nullptr) { Q_UNUSED(args) setComponentName("reportsview", i18n("Reports view")); // For information, announce that we have been loaded. qDebug("Plugins: reportsview loaded"); } ReportsView::~ReportsView() { qDebug("Plugins: reportsview unloaded"); } void ReportsView::plug() { m_view = new KReportsView; viewInterface()->addView(m_view, i18n("Reports"), View::Reports); } void ReportsView::unplug() { viewInterface()->removeView(View::Reports); } QVariant ReportsView::requestData(const QString &arg, uint type) { switch(type) { case eWidgetPlugin::WidgetType::NetWorthForecast: return QVariant::fromValue(netWorthForecast()); case eWidgetPlugin::WidgetType::NetWorthForecastWithArgs: return QVariant::fromValue(netWorthForecast(arg)); case eWidgetPlugin::WidgetType::Budget: return QVariant(budget()); default: return QVariant(); } } QWidget *ReportsView::netWorthForecast() const { MyMoneyReport reportCfg = MyMoneyReport( eMyMoney::Report::RowType::AssetLiability, static_cast(eMyMoney::Report::ColumnType::Months), eMyMoney::TransactionFilter::Date::UserDefined, // overridden by the setDateFilter() call below eMyMoney::Report::DetailLevel::Total, i18n("Net Worth Forecast"), i18n("Generated Report")); reportCfg.setChartByDefault(true); reportCfg.setChartCHGridLines(false); reportCfg.setChartSVGridLines(false); reportCfg.setChartDataLabels(false); reportCfg.setChartType(eMyMoney::Report::ChartType::Line); reportCfg.setIncludingSchedules(false); reportCfg.addAccountGroup(eMyMoney::Account::Type::Asset); reportCfg.addAccountGroup(eMyMoney::Account::Type::Liability); reportCfg.setColumnsAreDays(true); reportCfg.setConvertCurrency(true); reportCfg.setIncludingForecast(true); reportCfg.setDateFilter(QDate::currentDate(), QDate::currentDate().addDays(+ 90)); reports::PivotTable table(reportCfg); auto chartWidget = new reports::KReportChartView(nullptr); table.drawChart(*chartWidget); return chartWidget; } QWidget *ReportsView::netWorthForecast(const QString &arg) const { const QStringList liArgs = arg.split(';'); if (liArgs.count() != 4) return new QWidget(); eMyMoney::Report::DetailLevel detailLevel[4] = { eMyMoney::Report::DetailLevel::All, eMyMoney::Report::DetailLevel::Top, eMyMoney::Report::DetailLevel::Group, eMyMoney::Report::DetailLevel::Total }; MyMoneyReport reportCfg = MyMoneyReport( eMyMoney::Report::RowType::AssetLiability, static_cast(eMyMoney::Report::ColumnType::Months), eMyMoney::TransactionFilter::Date::UserDefined, // overridden by the setDateFilter() call below detailLevel[liArgs.at(0).toInt()], i18n("Net Worth Forecast"), i18n("Generated Report")); reportCfg.setChartByDefault(true); reportCfg.setChartCHGridLines(false); reportCfg.setChartSVGridLines(false); reportCfg.setChartType(eMyMoney::Report::ChartType::Line); reportCfg.setIncludingSchedules(false); - // FIXME: this causes a crash - //reportCfg.setColumnsAreDays( true ); + reportCfg.setColumnsAreDays( true ); reportCfg.setChartDataLabels(false); reportCfg.setConvertCurrency(true); reportCfg.setIncludingForecast(true); reportCfg.setDateFilter(QDate::currentDate(), QDate::currentDate().addDays(liArgs.at(2).toLongLong())); reports::PivotTable table(reportCfg); auto forecastChart = new reports::KReportChartView(nullptr); forecastChart->setSizePolicy(QSizePolicy::Expanding, QSizePolicy::Expanding); table.drawChart(*forecastChart); // Adjust the size forecastChart->resize(liArgs.at(2).toInt() - 10, liArgs.at(3).toInt()); - //forecastChart->show(); + forecastChart->show(); forecastChart->update(); return forecastChart; } QString ReportsView::budget() const { const auto file = MyMoneyFile::instance(); QString html; if (file->countBudgets() == 0) { html += QString(""); html += QString("
%1
").arg(i18n("You have no budgets to display.")); html += QString(""); return html; } auto prec = MyMoneyMoney::denomToPrec(file->baseCurrency().smallestAccountFraction()); auto isOverrun = false; int i = 0; //config report just like "Monthly Budgeted vs Actual MyMoneyReport reportCfg = MyMoneyReport( eMyMoney::Report::RowType::BudgetActual, static_cast(eMyMoney::Report::ColumnType::Months), eMyMoney::TransactionFilter::Date::CurrentMonth, eMyMoney::Report::DetailLevel::All, i18n("Monthly Budgeted vs. Actual"), i18n("Generated Report")); reportCfg.setBudget("Any", true); reports::PivotTable table(reportCfg); reports::PivotGrid grid = table.grid(); //div header html += "
" + i18n("Budget") + "
\n
 
\n"; //display budget summary html += ""; html += ""; html += ""; html += ""; html += ""; html += ""; html += ""; html += QString(""); MyMoneyMoney totalBudgetValue = grid.m_total[reports::eBudget].m_total; MyMoneyMoney totalActualValue = grid.m_total[reports::eActual].m_total; MyMoneyMoney totalBudgetDiffValue = grid.m_total[reports::eBudgetDiff].m_total; QString totalBudgetAmount = totalBudgetValue.formatMoney(file->baseCurrency().tradingSymbol(), prec); QString totalActualAmount = totalActualValue.formatMoney(file->baseCurrency().tradingSymbol(), prec); QString totalBudgetDiffAmount = totalBudgetDiffValue.formatMoney(file->baseCurrency().tradingSymbol(), prec); html += QString("").arg(showColoredAmount(totalBudgetAmount, totalBudgetValue.isNegative())); html += QString("").arg(showColoredAmount(totalActualAmount, totalActualValue.isNegative())); html += QString("").arg(showColoredAmount(totalBudgetDiffAmount, totalBudgetDiffValue.isNegative())); html += ""; html += "
"; html += i18n("Current Month Summary"); html += "
"; html += i18n("Budgeted"); html += ""; html += i18n("Actual"); html += ""; html += i18n("Difference"); html += "
%1%1%1
"; //budget overrun html += "
 
\n"; html += ""; html += ""; html += ""; html += ""; html += ""; html += ""; html += ""; html += ""; reports::PivotGrid::iterator it_outergroup = grid.begin(); while (it_outergroup != grid.end()) { i = 0; reports::PivotOuterGroup::iterator it_innergroup = (*it_outergroup).begin(); while (it_innergroup != (*it_outergroup).end()) { reports::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.value()[reports::eBudgetDiff].value(1).isNegative()) { //get report account to get the name later reports::ReportAccount rowname = it_row.key(); //write the outergroup if it is the first row of outergroup being shown if (i == 0) { html += ""; html += QString("").arg(MyMoneyAccount::accountTypeToString(rowname.accountType())); html += ""; } html += QString("").arg(i++ & 0x01 ? "even" : "odd"); //get values from grid MyMoneyMoney actualValue = it_row.value()[reports::eActual][1]; MyMoneyMoney budgetValue = it_row.value()[reports::eBudget][1]; MyMoneyMoney budgetDiffValue = it_row.value()[reports::eBudgetDiff][1]; //format amounts QString actualAmount = actualValue.formatMoney(file->baseCurrency().tradingSymbol(), prec); QString budgetAmount = budgetValue.formatMoney(file->baseCurrency().tradingSymbol(), prec); QString budgetDiffAmount = budgetDiffValue.formatMoney(file->baseCurrency().tradingSymbol(), prec); //account name html += QString(""; //show amounts html += QString("").arg(showColoredAmount(budgetAmount, budgetValue.isNegative())); html += QString("").arg(showColoredAmount(actualAmount, actualValue.isNegative())); html += QString("").arg(showColoredAmount(budgetDiffAmount, budgetDiffValue.isNegative())); html += ""; //set the flag that there are overruns isOverrun = true; } ++it_row; } ++it_innergroup; } ++it_outergroup; } //if no negative differences are found, then inform that if (!isOverrun) { html += QString::fromLatin1("").arg(((i++ & 1) == 1) ? QLatin1String("even") : QLatin1String("odd")); html += QString::fromLatin1("").arg(i18n("No Budget Categories have been overrun")); html += ""; } html += "
"; html += i18n("Budget Overruns"); html += "
"; html += i18n("Account"); html += ""; html += i18n("Budgeted"); html += ""; html += i18n("Actual"); html += ""; html += i18n("Difference"); html += "
%1
") + link(VIEW_LEDGER, QString("?id=%1").arg(rowname.id()), QString()) + rowname.name() + linkend() + "%1%1%1
%1
"; return html; } QString ReportsView::showColoredAmount(const QString &amount, bool isNegative) const { if (isNegative) { //if negative, get the settings for negative numbers return QString("%2").arg(KMyMoneySettings::schemeColor(SchemeColor::Negative).name(), amount); } //if positive, return the same string return amount; } QString ReportsView::link(const QString& view, const QString& query, const QString& _title) const { QString titlePart; QString title(_title); if (!title.isEmpty()) titlePart = QString(" title=\"%1\"").arg(title.replace(QLatin1Char(' '), " ")); return QString("").arg(view, query, titlePart); } QString ReportsView::linkend() const { return QStringLiteral(""); } K_PLUGIN_FACTORY_WITH_JSON(ReportsViewFactory, "reportsview.json", registerPlugin();) #include "reportsview.moc"