Differential D8926 Diff 22696 kmymoney/wizards/newaccountwizard/knewaccountwizard.cpp

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kmymoney/wizards/newaccountwizard/knewaccountwizard.cpp

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4	begin : Tue Sep 25 2006	4	begin : Tue Sep 25 2006
5	copyright : (C) 2007 Thomas Baumgart	5	copyright : (C) 2007 Thomas Baumgart
6	email : Thomas Baumgart <ipwizard@users.sourceforge.net>	6	email : Thomas Baumgart <ipwizard@users.sourceforge.net>
		7	(C) 2017 by Łukasz Wojniłowicz <lukasz.wojnilowicz@gmail.com>
7	***************************************************************************/	8	***************************************************************************/
8		9
9	/***************************************************************************	10	/***************************************************************************
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22	// QT Includes	23	// QT Includes
23		24
24	#include <QCheckBox>	25	#include <QCheckBox>
25	#include <QLabel>
26	#include <QList>	26	#include <QList>
27	#include <qmath.h>
28	#include <QIcon>
29	#include <QTimer>
30		27
31	// ----------------------------------------------------------------------------	28	// ----------------------------------------------------------------------------
32	// KDE Includes	29	// KDE Includes
33		30
34	#include <KLocalizedString>	31	#include <KLocalizedString>
35	#include <KLineEdit>	32	#include <KLineEdit>
36	#include <KMessageBox>
37		33
38	// ----------------------------------------------------------------------------	34	// ----------------------------------------------------------------------------
39	// Project Includes	35	// Project Includes
40		36
		37	#include "kaccountsummarypage.h"
		38	#include "kaccounttypepage.h"
		39	#include "kbrokeragepage.h"
		40	#include "kcreditcardschedulepage.h"
		41	#include "kgeneralloaninfopage.h"
		42	#include "khierarchypage.h"
		43	#include "kinstitutionpage.h"
		44	#include "kloandetailspage.h"
		45	#include "kloanpaymentpage.h"
		46	#include "kloanpayoutpage.h"
		47	#include "kloanschedulepage.h"
		48
		49	#include "kaccounttypepage_p.h"
		50	#include "kbrokeragepage_p.h"
		51	#include "kcreditcardschedulepage_p.h"
		52	#include "kgeneralloaninfopage_p.h"
		53	#include "kinstitutionpage_p.h"
		54	#include "kloandetailspage_p.h"
		55	#include "kloanpayoutpage_p.h"
		56	#include "kloanschedulepage_p.h"
		57
41	#include "kmymoneycurrencyselector.h"	58	#include "kmymoneycurrencyselector.h"
42	#include "kmymoneyaccountselector.h"
43	#include "mymoneyfinancialcalculator.h"
44	#include "kcurrencycalculator.h"	59	#include "kcurrencycalculator.h"
45	#include "kmymoneyglobalsettings.h"	60	#include "kmymoneyglobalsettings.h"
46	#include <kguiutils.h>
47		61
48	#include "mymoneyutils.h"
49	#include "ksplittransactiondlg.h"
50	#include "kequitypriceupdatedlg.h"
51	#include "accountsmodel.h"
52	#include "accountsproxymodel.h"
53	#include "models.h"
54	#include "modelenums.h"
55	#include "icons.h"
56	#include "mymoneyfile.h"	62	#include "mymoneyfile.h"
57	#include "mymoneyinstitution.h"	63	#include "mymoneyinstitution.h"
58	#include "mymoneyaccountloan.h"	64	#include "mymoneyaccountloan.h"
59	#include "mymoneypayee.h"
60	#include "mymoneyprice.h"	65	#include "mymoneyprice.h"
61	#include "mymoneysplit.h"	66	#include "mymoneysplit.h"
62	#include "mymoneytransaction.h"	67	#include "mymoneytransaction.h"
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67		72
68	namespace NewAccountWizard	73	namespace NewAccountWizard
69	{	74	{
70	enum steps {	75	Wizard::Wizard(QWidget *parent, bool modal, Qt::WindowFlags flags)
71	StepInstitution = 1,	76	: KMyMoneyWizard(*new WizardPrivate(this), parent, modal, flags)
72	StepAccount,	77	{
73	StepBroker,	78	Q_D(Wizard);
74	StepDetails,	79	setTitle(i18n("KMyMoney New Account Setup"));
75	StepPayments,	80	addStep(i18n("Institution"));
76	StepFees,	81	addStep(i18n("Account"));
77	StepSchedule,	82	addStep(i18n("Broker"));
78	StepPayout,	83	addStep(i18n("Details"));
79	StepParentAccount,	84	addStep(i18n("Payments"));
80	StepFinish	85	addStep(i18n("Fees"));
81	};	86	addStep(i18n("Schedule"));
82		87	addStep(i18n("Payout"));
83	Wizard::Wizard(QWidget *parent, bool modal, Qt::WindowFlags flags)	88	addStep(i18n("Parent Account"));
84	: KMyMoneyWizard(parent, modal, flags)	89	addStep(i18nc("Finish the wizard", "Finish"));
85	{	90	d->setStepHidden(StepBroker);
86	setTitle(i18n("KMyMoney New Account Setup"));	91	d->setStepHidden(StepSchedule);
87	addStep(i18n("Institution"));	92	d->setStepHidden(StepPayout);
88	addStep(i18n("Account"));	93	d->setStepHidden(StepDetails);
89	addStep(i18n("Broker"));	94	d->setStepHidden(StepPayments);
90	addStep(i18n("Details"));	95	d->setStepHidden(StepFees);
91	addStep(i18n("Payments"));	96
92	addStep(i18n("Fees"));	97	d->m_institutionPage = new InstitutionPage(this);
93	addStep(i18n("Schedule"));	98	d->m_accountTypePage = new AccountTypePage(this);
94	addStep(i18n("Payout"));	99	// Investment Pages
95	addStep(i18n("Parent Account"));	100	d->m_brokeragepage = new BrokeragePage(this);
96	addStep(i18nc("Finish the wizard", "Finish"));	101	// Credit Card Pages
97	setStepHidden(StepBroker);	102	d->m_schedulePage = new CreditCardSchedulePage(this);
98	setStepHidden(StepSchedule);	103	// Loan Pages
99	setStepHidden(StepPayout);	104	d->m_generalLoanInfoPage = new GeneralLoanInfoPage(this);
100	setStepHidden(StepDetails);	105	d->m_loanDetailsPage = new LoanDetailsPage(this);
101	setStepHidden(StepPayments);	106	d->m_loanPaymentPage = new LoanPaymentPage(this);
102	setStepHidden(StepFees);	107	d->m_loanSchedulePage = new LoanSchedulePage(this);
103		108	d->m_loanPayoutPage = new LoanPayoutPage(this);
104	m_institutionPage = new InstitutionPage(this);	109	// Not a loan page
105	m_accountTypePage = new AccountTypePage(this);	110	d->m_hierarchyPage = new HierarchyPage(this);
106	// Investment Pages	111	// Finish
107	m_brokeragepage = new BrokeragePage(this);	112	d->m_accountSummaryPage = new AccountSummaryPage(this);
108	// Credit Card Pages	113
109	m_schedulePage = new CreditCardSchedulePage(this);	114	d->setFirstPage(d->m_institutionPage);
110	// Loan Pages	115	}
111	m_generalLoanInfoPage = new GeneralLoanInfoPage(this);	116
112	m_loanDetailsPage = new LoanDetailsPage(this);	117	Wizard::~Wizard()
113	m_loanPaymentPage = new LoanPaymentPage(this);	118	{
114	m_loanSchedulePage = new LoanSchedulePage(this);	119	}
115	m_loanPayoutPage = new LoanPayoutPage(this);	120
116	// Not a loan page	121	void Wizard::setAccount(const MyMoneyAccount& acc)
117	m_hierarchyPage = new HierarchyPage(this);	122	{
118	// Finish	123	Q_D(Wizard);
119	m_accountSummaryPage = new AccountSummaryPage(this);	124	d->m_account = acc;
120		125	d->m_accountTypePage->setAccount(d->m_account);
121	setFirstPage(m_institutionPage);	126
122	}	127	if (!acc.institutionId().isEmpty()) {
123		128	d->m_institutionPage->selectExistingInstitution(acc.institutionId());
124	void Wizard::setAccount(const MyMoneyAccount& acc)
125	{
126	m_account = acc;
127	m_accountTypePage->setAccount(m_account);
128
129	if (!acc.institutionId().isEmpty()) {
130	m_institutionPage->selectExistingInstitution(acc.institutionId());
131	}
132	}
133
134	const MyMoneySecurity& Wizard::currency() const
135	{
136	return m_accountTypePage->currency();
137	}
138
139	MyMoneyMoney Wizard::interestRate() const
140	{
141	return m_loanDetailsPage->m_interestRate->value() / MyMoneyMoney(100, 1);
142	}
143
144	int Wizard::precision() const
145	{
146	return MyMoneyMoney::denomToPrec(currency().smallestAccountFraction());
147	}
148
149	const MyMoneyAccount& Wizard::account()
150	{
151	m_account = MyMoneyAccountLoan();
152	m_account.setName(m_accountTypePage->m_accountName->text());
153	m_account.setOpeningDate(m_accountTypePage->m_openingDate->date());
154	m_account.setAccountType(m_accountTypePage->accountType());
155	m_account.setInstitutionId(m_institutionPage->institution().id());
156	m_account.setNumber(m_institutionPage->m_accountNumber->text());
157	m_account.setValue("iban", m_institutionPage->m_iban->text());
158	if (m_accountTypePage->m_preferredAccount->isChecked())
159	m_account.setValue("PreferredAccount", "Yes");
160	else
161	m_account.deletePair("PreferredAccount");
162
163	m_account.setCurrencyId(currency().id());
164	if (m_account.isLoan()) {
165	// in case we lend the money we adjust the account type
166	if (!moneyBorrowed())
167	m_account.setAccountType(Account::AssetLoan);
168	m_account.setLoanAmount(m_loanDetailsPage->m_loanAmount->value());
169	m_account.setInterestRate(m_loanSchedulePage->firstPaymentDueDate(), m_loanDetailsPage->m_interestRate->value());
170	m_account.setInterestCalculation(m_loanDetailsPage->m_paymentDue->currentIndex() == 0 ? MyMoneyAccountLoan::paymentReceived : MyMoneyAccountLoan::paymentDue);
171	m_account.setFixedInterestRate(m_generalLoanInfoPage->m_interestType->currentIndex() == 0);
172	m_account.setFinalPayment(m_loanDetailsPage->m_balloonAmount->value());
173	m_account.setTerm(m_loanDetailsPage->term());
174	m_account.setPeriodicPayment(m_loanDetailsPage->m_paymentAmount->value());
175	m_account.setPayee(m_generalLoanInfoPage->m_payee->selectedItem());
176	m_account.setInterestCompounding((int)m_generalLoanInfoPage->m_compoundFrequency->currentItem());
177
178	if (!m_account.fixedInterestRate()) {
179	m_account.setNextInterestChange(m_generalLoanInfoPage->m_interestChangeDateEdit->date());
180	m_account.setInterestChangeFrequency(m_generalLoanInfoPage->m_interestFrequencyAmountEdit->value(), m_generalLoanInfoPage->m_interestFrequencyUnitEdit->currentIndex());
181	}	129	}
182	}	130	}
183	return m_account;
184	}
185
186	MyMoneyTransaction Wizard::payoutTransaction()
187	{
188	MyMoneyTransaction t;
189	if (m_account.isLoan() // we're creating a loan
190	&& openingBalance().isZero() // and don't have an opening balance
191	&& !m_loanPayoutPage->m_noPayoutTransaction->isChecked()) { // and the user wants to have a payout transaction
192	t.setPostDate(m_loanPayoutPage->m_payoutDate->date());
193	t.setCommodity(m_account.currencyId());
194	MyMoneySplit s;
195	s.setAccountId(m_account.id());
196	s.setShares(m_loanDetailsPage->m_loanAmount->value());
197	if (moneyBorrowed())
198	s.setShares(-s.shares());
199	s.setValue(s.shares());
200	t.addSplit(s);
201
202	s.clearId();
203	s.setValue(-s.value());
204	s.setAccountId(m_loanPayoutPage->payoutAccountId());
205	MyMoneyMoney shares;
206	KCurrencyCalculator::setupSplitPrice(shares, t, s, QMap<QString, MyMoneyMoney>(), this);
207	s.setShares(shares);
208	t.addSplit(s);
209	}
210	return t;
211	}
212
213	const MyMoneyAccount& Wizard::parentAccount()
214	{
215	return m_accountTypePage->allowsParentAccount()
216	? m_hierarchyPage->parentAccount()
217	: (m_accountTypePage->accountType() == Account::Loan
218	? m_generalLoanInfoPage->parentAccount()
219	: m_accountTypePage->parentAccount());
220	}
221
222	MyMoneyAccount Wizard::brokerageAccount() const
223	{
224	MyMoneyAccount account;
225	if (m_account.accountType() == Account::Investment
226	&& m_brokeragepage->m_createBrokerageButton->isChecked()) {
227	account.setName(m_account.brokerageName());
228	account.setAccountType(Account::Checkings);
229	account.setInstitutionId(m_account.institutionId());
230	account.setOpeningDate(m_account.openingDate());
231	account.setCurrencyId(m_brokeragepage->m_brokerageCurrency->security().id());
232	if (m_brokeragepage->m_accountNumber->isEnabled() && !m_brokeragepage->m_accountNumber->text().isEmpty())
233	account.setNumber(m_brokeragepage->m_accountNumber->text());
234	if (m_brokeragepage->m_iban->isEnabled() && !m_brokeragepage->m_iban->text().isEmpty())
235	account.setValue("iban", m_brokeragepage->m_iban->text());
236	}
237	return account;
238	}
239
240	const MyMoneySchedule& Wizard::schedule()
241	{
242	m_schedule = MyMoneySchedule();
243		131
244	if (!m_account.id().isEmpty()) {	132	MyMoneyMoney Wizard::interestRate() const
245	if (m_schedulePage->m_reminderCheckBox->isChecked() && (m_account.accountType() == Account::CreditCard)) {	133	{
246	m_schedule.setName(m_schedulePage->m_name->text());	134	Q_D(const Wizard);
247	m_schedule.setType(Schedule::Type::Transfer);	135	return d->m_loanDetailsPage->d_func()->ui->m_interestRate->value() / MyMoneyMoney(100, 1);
248	m_schedule.setPaymentType(static_cast<Schedule::PaymentType>(m_schedulePage->m_method->currentItem()));	136	}
249	m_schedule.setFixed(false);	137
250	m_schedule.setOccurrencePeriod(Schedule::Occurrence::Monthly);	138
251	m_schedule.setOccurrenceMultiplier(1);	139
252	MyMoneyTransaction t;	140	const MyMoneyAccount& Wizard::account()
		141	{
		142	Q_D(Wizard);
		143	d->m_account = MyMoneyAccountLoan();
		144	d->m_account.setName(d->m_accountTypePage->d_func()->ui->m_accountName->text());
		145	d->m_account.setOpeningDate(d->m_accountTypePage->d_func()->ui->m_openingDate->date());
		146	d->m_account.setAccountType(d->m_accountTypePage->accountType());
		147	d->m_account.setInstitutionId(d->m_institutionPage->institution().id());
		148	d->m_account.setNumber(d->m_institutionPage->d_func()->ui->m_accountNumber->text());
		149	d->m_account.setValue("iban", d->m_institutionPage->d_func()->ui->m_iban->text());
		150	if (d->m_accountTypePage->d_func()->ui->m_preferredAccount->isChecked())
		151	d->m_account.setValue("PreferredAccount", "Yes");
		152	else
		153	d->m_account.deletePair("PreferredAccount");
		154
		155	d->m_account.setCurrencyId(d->currency().id());
		156	if (d->m_account.isLoan()) {
		157	// in case we lend the money we adjust the account type
		158	if (!moneyBorrowed())
		159	d->m_account.setAccountType(Account::AssetLoan);
		160	d->m_account.setLoanAmount(d->m_loanDetailsPage->d_func()->ui->m_loanAmount->value());
		161	d->m_account.setInterestRate(d->m_loanSchedulePage->firstPaymentDueDate(), d->m_loanDetailsPage->d_func()->ui->m_interestRate->value());
		162	d->m_account.setInterestCalculation(d->m_loanDetailsPage->d_func()->ui->m_paymentDue->currentIndex() == 0 ? MyMoneyAccountLoan::paymentReceived : MyMoneyAccountLoan::paymentDue);
		163	d->m_account.setFixedInterestRate(d->m_generalLoanInfoPage->d_func()->ui->m_interestType->currentIndex() == 0);
		164	d->m_account.setFinalPayment(d->m_loanDetailsPage->d_func()->ui->m_balloonAmount->value());
		165	d->m_account.setTerm(d->m_loanDetailsPage->term());
		166	d->m_account.setPeriodicPayment(d->m_loanDetailsPage->d_func()->ui->m_paymentAmount->value());
		167	d->m_account.setPayee(d->m_generalLoanInfoPage->d_func()->ui->m_payee->selectedItem());
		168	d->m_account.setInterestCompounding((int)d->m_generalLoanInfoPage->d_func()->ui->m_compoundFrequency->currentItem());
		169
		170	if (!d->m_account.fixedInterestRate()) {
		171	d->m_account.setNextInterestChange(d->m_generalLoanInfoPage->d_func()->ui->m_interestChangeDateEdit->date());
		172	d->m_account.setInterestChangeFrequency(d->m_generalLoanInfoPage->d_func()->ui->m_interestFrequencyAmountEdit->value(), d->m_generalLoanInfoPage->d_func()->ui->m_interestFrequencyUnitEdit->currentIndex());
		173	}
		174	}
		175	return d->m_account;
		176	}
		177
		178	MyMoneyTransaction Wizard::payoutTransaction()
		179	{
		180	Q_D(Wizard);
		181	MyMoneyTransaction t;
		182	if (d->m_account.isLoan() // we're creating a loan
		183	&& openingBalance().isZero() // and don't have an opening balance
		184	&& !d->m_loanPayoutPage->d_func()->ui->m_noPayoutTransaction->isChecked()) { // and the user wants to have a payout transaction
		185	t.setPostDate(d->m_loanPayoutPage->d_func()->ui->m_payoutDate->date());
		186	t.setCommodity(d->m_account.currencyId());
253	MyMoneySplit s;	187	MyMoneySplit s;
254	s.setPayeeId(m_schedulePage->m_payee->selectedItem());	188	s.setAccountId(d->m_account.id());
255	s.setAccountId(m_schedulePage->m_paymentAccount->selectedItem());	189	s.setShares(d->m_loanDetailsPage->d_func()->ui->m_loanAmount->value());
256	s.setMemo(i18n("Credit card payment"));	190	if (moneyBorrowed())
257	s.setShares(-m_schedulePage->m_amount->value());	191	s.setShares(-s.shares());
258	s.setValue(s.shares());	192	s.setValue(s.shares());
259	t.addSplit(s);	193	t.addSplit(s);
260		194
261	s.clearId();	195	s.clearId();
262	s.setAccountId(m_account.id());	196	s.setValue(-s.value());
263	s.setShares(m_schedulePage->m_amount->value());	197	s.setAccountId(d->m_loanPayoutPage->payoutAccountId());
264	s.setValue(s.shares());	198	MyMoneyMoney shares;
		199	KCurrencyCalculator::setupSplitPrice(shares, t, s, QMap<QString, MyMoneyMoney>(), this);
		200	s.setShares(shares);
265	t.addSplit(s);	201	t.addSplit(s);
		202	}
		203	return t;
		204	}
		205
		206	const MyMoneyAccount& Wizard::parentAccount()
		207	{
		208	Q_D(Wizard);
		209	return d->m_accountTypePage->allowsParentAccount()
		210	? d->m_hierarchyPage->parentAccount()
		211	: (d->m_accountTypePage->accountType() == Account::Loan
		212	? d->m_generalLoanInfoPage->parentAccount()
		213	: d->m_accountTypePage->parentAccount());
		214	}
		215
		216	MyMoneyAccount Wizard::brokerageAccount() const
		217	{
		218	Q_D(const Wizard);
		219	MyMoneyAccount account;
		220	if (d->m_account.accountType() == Account::Investment
		221	&& d->m_brokeragepage->d_func()->ui->m_createBrokerageButton->isChecked()) {
		222	account.setName(d->m_account.brokerageName());
		223	account.setAccountType(Account::Checkings);
		224	account.setInstitutionId(d->m_account.institutionId());
		225	account.setOpeningDate(d->m_account.openingDate());
		226	account.setCurrencyId(d->m_brokeragepage->d_func()->ui->m_brokerageCurrency->security().id());
		227	if (d->m_brokeragepage->d_func()->ui->m_accountNumber->isEnabled() && !d->m_brokeragepage->d_func()->ui->m_accountNumber->text().isEmpty())
		228	account.setNumber(d->m_brokeragepage->d_func()->ui->m_accountNumber->text());
		229	if (d->m_brokeragepage->d_func()->ui->m_iban->isEnabled() && !d->m_brokeragepage->d_func()->ui->m_iban->text().isEmpty())
		230	account.setValue("iban", d->m_brokeragepage->d_func()->ui->m_iban->text());
		231	}
		232	return account;
		233	}
		234
		235	const MyMoneySchedule& Wizard::schedule()
		236	{
		237	Q_D(Wizard);
		238	d->m_schedule = MyMoneySchedule();
		239
		240	if (!d->m_account.id().isEmpty()) {
		241	if (d->m_schedulePage->d_func()->ui->m_reminderCheckBox->isChecked() && (d->m_account.accountType() == Account::CreditCard)) {
		242	d->m_schedule.setName(d->m_schedulePage->d_func()->ui->m_name->text());
		243	d->m_schedule.setType(Schedule::Type::Transfer);
		244	d->m_schedule.setPaymentType(static_cast<Schedule::PaymentType>(d->m_schedulePage->d_func()->ui->m_method->currentItem()));
		245	d->m_schedule.setFixed(false);
		246	d->m_schedule.setOccurrencePeriod(Schedule::Occurrence::Monthly);
		247	d->m_schedule.setOccurrenceMultiplier(1);
		248	MyMoneyTransaction t;
		249	MyMoneySplit s;
		250	s.setPayeeId(d->m_schedulePage->d_func()->ui->m_payee->selectedItem());
		251	s.setAccountId(d->m_schedulePage->d_func()->ui->m_paymentAccount->selectedItem());
		252	s.setMemo(i18n("Credit card payment"));
		253	s.setShares(-d->m_schedulePage->d_func()->ui->m_amount->value());
		254	s.setValue(s.shares());
		255	t.addSplit(s);
266		256
267	// setup the next due date	257	s.clearId();
268	t.setPostDate(m_schedulePage->m_date->date());	258	s.setAccountId(d->m_account.id());
269	m_schedule.setTransaction(t);	259	s.setShares(d->m_schedulePage->d_func()->ui->m_amount->value());
270		260	s.setValue(s.shares());
271	} else if (m_account.isLoan()) {	261	t.addSplit(s);
272	m_schedule.setName(i18n("Loan payment for %1", m_accountTypePage->m_accountName->text()));
273	m_schedule.setType(Schedule::Type::LoanPayment);
274	if (moneyBorrowed())
275	m_schedule.setPaymentType(Schedule::PaymentType::DirectDebit);
276	else
277	m_schedule.setPaymentType(Schedule::PaymentType::DirectDeposit);
278
279	m_schedule.setFixed(true);
280	m_schedule.setOccurrence(m_generalLoanInfoPage->m_paymentFrequency->currentItem());
281		262
282	MyMoneyTransaction t;	263	// setup the next due date
283	t.setCommodity(m_account.currencyId());	264	t.setPostDate(d->m_schedulePage->d_func()->ui->m_date->date());
284	MyMoneySplit s;	265	d->m_schedule.setTransaction(t);
285	// payment split
286	s.setPayeeId(m_generalLoanInfoPage->m_payee->selectedItem());
287	s.setAccountId(m_loanSchedulePage->m_paymentAccount->selectedItem());
288	s.setMemo(i18n("Loan payment"));
289	s.setValue(m_loanPaymentPage->basePayment() + m_loanPaymentPage->additionalFees());
290	if (moneyBorrowed()) {
291	s.setValue(-s.value());
292	}
293	s.setShares(s.value());
294	if (m_account.id() != QLatin1String("Phony-ID")) {
295	// if the real account is already set perform the currency conversion if it's necessary
296	MyMoneyMoney paymentShares;
297	KCurrencyCalculator::setupSplitPrice(paymentShares, t, s, QMap<QString, MyMoneyMoney>(), this);
298	s.setShares(paymentShares);
299	}
300	t.addSplit(s);
301		266
302	// principal split	267	} else if (d->m_account.isLoan()) {
303	s.clearId();	268	d->m_schedule.setName(i18n("Loan payment for %1", d->m_accountTypePage->d_func()->ui->m_accountName->text()));
304	s.setAccountId(m_account.id());	269	d->m_schedule.setType(Schedule::Type::LoanPayment);
305	s.setShares(MyMoneyMoney::autoCalc);	270	if (moneyBorrowed())
306	s.setValue(MyMoneyMoney::autoCalc);	271	d->m_schedule.setPaymentType(Schedule::PaymentType::DirectDebit);
307	s.setMemo(i18n("Amortization"));	272	else
308	s.setAction(MyMoneySplit::ActionAmortization);	273	d->m_schedule.setPaymentType(Schedule::PaymentType::DirectDeposit);
309	t.addSplit(s);	274
		275	d->m_schedule.setFixed(true);
		276	d->m_schedule.setOccurrence(d->m_generalLoanInfoPage->d_func()->ui->m_paymentFrequency->currentItem());
		277
		278	MyMoneyTransaction t;
		279	t.setCommodity(d->m_account.currencyId());
		280	MyMoneySplit s;
		281	// payment split
		282	s.setPayeeId(d->m_generalLoanInfoPage->d_func()->ui->m_payee->selectedItem());
		283	s.setAccountId(d->m_loanSchedulePage->d_func()->ui->m_paymentAccount->selectedItem());
		284	s.setMemo(i18n("Loan payment"));
		285	s.setValue(d->m_loanPaymentPage->basePayment() + d->m_loanPaymentPage->additionalFees());
		286	if (moneyBorrowed()) {
		287	s.setValue(-s.value());
		288	}
		289	s.setShares(s.value());
		290	if (d->m_account.id() != QLatin1String("Phony-ID")) {
		291	// if the real account is already set perform the currency conversion if it's necessary
		292	MyMoneyMoney paymentShares;
		293	KCurrencyCalculator::setupSplitPrice(paymentShares, t, s, QMap<QString, MyMoneyMoney>(), this);
		294	s.setShares(paymentShares);
		295	}
		296	t.addSplit(s);
310		297
311	// interest split	298	// principal split
312	//only add if interest is above zero
313	if (!m_loanDetailsPage->m_interestRate->value().isZero()) {
314	s.clearId();	299	s.clearId();
315	s.setAccountId(m_loanSchedulePage->m_interestCategory->selectedItem());	300	s.setAccountId(d->m_account.id());
316	s.setShares(MyMoneyMoney::autoCalc);	301	s.setShares(MyMoneyMoney::autoCalc);
317	s.setValue(MyMoneyMoney::autoCalc);	302	s.setValue(MyMoneyMoney::autoCalc);
318	s.setMemo(i18n("Interest"));	303	s.setMemo(i18n("Amortization"));
319	s.setAction(MyMoneySplit::ActionInterest);	304	s.setAction(MyMoneySplit::ActionAmortization);
320	t.addSplit(s);	305	t.addSplit(s);
321	}
322		306
323	// additional fee splits	307	// interest split
324	QList<MyMoneySplit> additionalSplits;	308	//only add if interest is above zero
325	m_loanPaymentPage->additionalFeesSplits(additionalSplits);	309	if (!d->m_loanDetailsPage->d_func()->ui->m_interestRate->value().isZero()) {
326	QList<MyMoneySplit>::const_iterator it;	310	s.clearId();
327	MyMoneyMoney factor(moneyBorrowed() ? 1 : -1, 1);	311	s.setAccountId(d->m_loanSchedulePage->d_func()->ui->m_interestCategory->selectedItem());
		312	s.setShares(MyMoneyMoney::autoCalc);
		313	s.setValue(MyMoneyMoney::autoCalc);
		314	s.setMemo(i18n("Interest"));
		315	s.setAction(MyMoneySplit::ActionInterest);
		316	t.addSplit(s);
		317	}
328		318
329	for (it = additionalSplits.constBegin(); it != additionalSplits.constEnd(); ++it) {	319	// additional fee splits
330	s = (*it);	320	QList<MyMoneySplit> additionalSplits;
331	s.clearId();	321	d->m_loanPaymentPage->additionalFeesSplits(additionalSplits);
332	s.setShares(s.shares() * factor);	322	QList<MyMoneySplit>::const_iterator it;
333	s.setValue(s.value() * factor);	323	MyMoneyMoney factor(moneyBorrowed() ? 1 : -1, 1);
334	t.addSplit(s);	324
335	}	325	for (it = additionalSplits.constBegin(); it != additionalSplits.constEnd(); ++it) {
		326	s = (*it);
		327	s.clearId();
		328	s.setShares(s.shares() * factor);
		329	s.setValue(s.value() * factor);
		330	t.addSplit(s);
		331	}
336		332
337	// setup the next due date	333	// setup the next due date
338	t.setPostDate(m_loanSchedulePage->firstPaymentDueDate());	334	t.setPostDate(d->m_loanSchedulePage->firstPaymentDueDate());
339	m_schedule.setTransaction(t);	335	d->m_schedule.setTransaction(t);
		336	}
340	}	337	}
		338	return d->m_schedule;
341	}	339	}
342	return m_schedule;
343	}
344
345	MyMoneyMoney Wizard::openingBalance() const
346	{
347	// equity accounts don't have an opening balance
348	if (m_accountTypePage->accountType() == Account::Equity)
349	return MyMoneyMoney();
350		340
351	if (m_accountTypePage->accountType() == Account::Loan) {	341	MyMoneyMoney Wizard::openingBalance() const
352	if (m_generalLoanInfoPage->recordAllPayments())	342	{
		343	Q_D(const Wizard);
		344	// equity accounts don't have an opening balance
		345	if (d->m_accountTypePage->accountType() == Account::Equity)
353	return MyMoneyMoney();	346	return MyMoneyMoney();
354	if (moneyBorrowed())
355	return -(m_generalLoanInfoPage->m_openingBalance->value());
356	return m_generalLoanInfoPage->m_openingBalance->value();
357	}
358	return m_accountTypePage->m_openingBalance->value();
359	}
360		347
361	MyMoneyPrice Wizard::conversionRate() const	348	if (d->m_accountTypePage->accountType() == Account::Loan) {
362	{	349	if (d->m_generalLoanInfoPage->recordAllPayments())
363	if (MyMoneyFile::instance()->baseCurrency().id() == m_accountTypePage->m_currencyComboBox->security().id())	350	return MyMoneyMoney();
		351	if (moneyBorrowed())
		352	return -(d->m_generalLoanInfoPage->d_func()->ui->m_openingBalance->value());
		353	return d->m_generalLoanInfoPage->d_func()->ui->m_openingBalance->value();
		354	}
		355	return d->m_accountTypePage->d_func()->ui->m_openingBalance->value();
		356	}
		357
		358	MyMoneyPrice Wizard::conversionRate() const
		359	{
		360	Q_D(const Wizard);
		361	if (MyMoneyFile::instance()->baseCurrency().id() == d->m_accountTypePage->d_func()->ui->m_currencyComboBox->security().id())
		362	return MyMoneyPrice(MyMoneyFile::instance()->baseCurrency().id(),
		363	d->m_accountTypePage->d_func()->ui->m_currencyComboBox->security().id(),
		364	d->m_accountTypePage->d_func()->ui->m_openingDate->date(),
		365	MyMoneyMoney::ONE,
		366	i18n("User"));
364	return MyMoneyPrice(MyMoneyFile::instance()->baseCurrency().id(),	367	return MyMoneyPrice(MyMoneyFile::instance()->baseCurrency().id(),
365	m_accountTypePage->m_currencyComboBox->security().id(),	368	d->m_accountTypePage->d_func()->ui->m_currencyComboBox->security().id(),
366	m_accountTypePage->m_openingDate->date(),	369	d->m_accountTypePage->d_func()->ui->m_openingDate->date(),
367	MyMoneyMoney::ONE,	370	d->m_accountTypePage->d_func()->ui->m_conversionRate->value(),
368	i18n("User"));	371	i18n("User"));
369	return MyMoneyPrice(MyMoneyFile::instance()->baseCurrency().id(),
370	m_accountTypePage->m_currencyComboBox->security().id(),
371	m_accountTypePage->m_openingDate->date(),
372	m_accountTypePage->m_conversionRate->value(),
373	i18n("User"));
374	}
375
376	bool Wizard::moneyBorrowed() const
377	{
378	return m_generalLoanInfoPage->m_loanDirection->currentIndex() == 0;
379	}
380
381	class InstitutionPage::Private
382	{
383	public:
384	QList<MyMoneyInstitution> m_list;
385	};
386
387	InstitutionPage::InstitutionPage(Wizard* wizard) :
388	KInstitutionPageDecl(wizard),
389	WizardPage<Wizard>(StepInstitution, this, wizard),
390	d(new Private())
391	{
392	connect(MyMoneyFile::instance(), SIGNAL(dataChanged()), this, SLOT(slotLoadWidgets()));
393	connect(m_newInstitutionButton, SIGNAL(clicked()), this, SLOT(slotNewInstitution()));
394	connect(m_institutionComboBox, SIGNAL(activated(int)), this, SLOT(slotSelectInstitution(int)));
395
396	slotLoadWidgets();
397	m_institutionComboBox->setCurrentItem(0);
398	slotSelectInstitution(0);
399	}
400
401	InstitutionPage::~InstitutionPage()
402	{
403	delete d;
404	}
405
406	void InstitutionPage::slotLoadWidgets()
407	{
408	m_institutionComboBox->clear();
409
410	d->m_list.clear();
411	MyMoneyFile::instance()->institutionList(d->m_list);
412	qSort(d->m_list);
413
414	QList<MyMoneyInstitution>::const_iterator it_l;
415	m_institutionComboBox->addItem(QString());
416	for (it_l = d->m_list.constBegin(); it_l != d->m_list.constEnd(); ++it_l) {
417	m_institutionComboBox->addItem((*it_l).name());
418	}
419	}
420
421	void InstitutionPage::slotNewInstitution()
422	{
423	MyMoneyInstitution institution;
424
425	emit m_wizard->createInstitution(institution);
426
427	if (!institution.id().isEmpty()) {
428	QList<MyMoneyInstitution>::const_iterator it_l;
429	int i = 0;
430	for (it_l = d->m_list.constBegin(); it_l != d->m_list.constEnd(); ++it_l) {
431	if ((*it_l).id() == institution.id()) {
432	// select the item and remember that the very first one is the empty item
433	m_institutionComboBox->setCurrentIndex(i + 1);
434	slotSelectInstitution(i + 1);
435	m_accountNumber->setFocus();
436	break;
437	}
438	++i;
439	}
440	}
441	}
442
443	void InstitutionPage::slotSelectInstitution(const int index)
444	{
445	m_accountNumber->setEnabled(index != 0);
446	m_iban->setEnabled(index != 0);
447	}
448
449	void InstitutionPage::selectExistingInstitution(const QString& id)
450	{
451	for (int i = 0; i < d->m_list.length(); ++i) {
452	if (d->m_list[i].id() == id) {
453	m_institutionComboBox->setCurrentIndex(i + 1);
454	slotSelectInstitution(i + 1);
455	break;
456	}
457	}
458	}
459
460	const MyMoneyInstitution& InstitutionPage::institution() const
461	{
462	static MyMoneyInstitution emptyInstitution;
463	if (m_institutionComboBox->currentIndex() == 0)
464	return emptyInstitution;
465
466	return d->m_list[m_institutionComboBox->currentIndex()-1];
467	}
468
469	KMyMoneyWizardPage* InstitutionPage::nextPage() const
470	{
471	return m_wizard->m_accountTypePage;
472	}
473
474	AccountTypePage::AccountTypePage(Wizard* wizard) :
475	KAccountTypePageDecl(wizard),
476	WizardPage<Wizard>(StepAccount, this, wizard),
477	m_showPriceWarning(true)
478	{
479	m_typeSelection->insertItem(i18n("Checking"), (int)Account::Checkings);
480	m_typeSelection->insertItem(i18n("Savings"), (int)Account::Savings);
481	m_typeSelection->insertItem(i18n("Credit Card"), (int)Account::CreditCard);
482	m_typeSelection->insertItem(i18n("Cash"), (int)Account::Cash);
483	m_typeSelection->insertItem(i18n("Loan"), (int)Account::Loan);
484	m_typeSelection->insertItem(i18n("Investment"), (int)Account::Investment);
485	m_typeSelection->insertItem(i18n("Asset"), (int)Account::Asset);
486	m_typeSelection->insertItem(i18n("Liability"), (int)Account::Liability);
487	if (KMyMoneyGlobalSettings::expertMode()) {
488	m_typeSelection->insertItem(i18n("Equity"), (int)Account::Equity);
489	}
490
491	m_typeSelection->setCurrentItem((int)Account::Checkings);
492
493	m_currencyComboBox->setSecurity(MyMoneyFile::instance()->baseCurrency());
494
495	m_mandatoryGroup->add(m_accountName);
496	m_mandatoryGroup->add(m_conversionRate->lineedit());
497
498	m_conversionRate->setValue(MyMoneyMoney::ONE);
499	slotUpdateCurrency();
500
501	connect(m_typeSelection, SIGNAL(itemSelected(int)), this, SLOT(slotUpdateType(int)));
502	connect(m_currencyComboBox, SIGNAL(activated(int)), this, SLOT(slotUpdateCurrency()));
503	connect(m_conversionRate, SIGNAL(textChanged(QString)), this, SLOT(slotUpdateConversionRate(QString)));
504	connect(m_conversionRate, SIGNAL(valueChanged(QString)), this, SLOT(slotPriceWarning()));
505	connect(m_onlineQuote, SIGNAL(clicked()), this, SLOT(slotGetOnlineQuote()));
506	}
507
508	void AccountTypePage::slotUpdateType(int i)
509	{
510	hideShowPages(static_cast<Account>(i));
511	m_openingBalance->setDisabled(static_cast<Account>(i) == Account::Equity);
512	}
513
514	void AccountTypePage::hideShowPages(Account accountType) const
515	{
516	bool hideSchedulePage = (accountType != Account::CreditCard)
517	&& (accountType != Account::Loan);
518	bool hideLoanPage = (accountType != Account::Loan);
519	m_wizard->setStepHidden(StepDetails, hideLoanPage);
520	m_wizard->setStepHidden(StepPayments, hideLoanPage);
521	m_wizard->setStepHidden(StepFees, hideLoanPage);
522	m_wizard->setStepHidden(StepSchedule, hideSchedulePage);
523	m_wizard->setStepHidden(StepPayout, (accountType != Account::Loan));
524	m_wizard->setStepHidden(StepBroker, accountType != Account::Investment);
525	m_wizard->setStepHidden(StepParentAccount, accountType == Account::Loan);
526	// Force an update of the steps in case the list has changed
527	m_wizard->reselectStep();
528	}
529
530	KMyMoneyWizardPage* AccountTypePage::nextPage() const
531	{
532	if (accountType() == Account::Loan)
533	return m_wizard->m_generalLoanInfoPage;
534	if (accountType() == Account::CreditCard)
535	return m_wizard->m_schedulePage;
536	if (accountType() == Account::Investment)
537	return m_wizard->m_brokeragepage;
538	return m_wizard->m_hierarchyPage;
539	}
540
541	void AccountTypePage::slotUpdateCurrency()
542	{
543	MyMoneyAccount acc;
544	acc.setAccountType(accountType());
545
546	m_openingBalance->setPrecision(MyMoneyMoney::denomToPrec(acc.fraction(currency())));
547
548	bool show = m_currencyComboBox->security().id() != MyMoneyFile::instance()->baseCurrency().id();
549	m_conversionLabel->setVisible(show);
550	m_conversionRate->setVisible(show);
551	m_conversionExample->setVisible(show);
552	m_onlineQuote->setVisible(show);
553	m_conversionRate->setEnabled(show); // make sure to include/exclude in mandatoryGroup
554	m_conversionRate->setPrecision(m_currencyComboBox->security().pricePrecision());
555	m_mandatoryGroup->changed();
556	slotUpdateConversionRate(m_conversionRate->lineedit()->text());
557	}
558
559	void AccountTypePage::slotGetOnlineQuote()
560	{
561	QString id = MyMoneyFile::instance()->baseCurrency().id() + ' ' + m_currencyComboBox->security().id();
562	QPointer<KEquityPriceUpdateDlg> dlg = new KEquityPriceUpdateDlg(this, id);
563	if (dlg->exec() == QDialog::Accepted) {
564	const MyMoneyPrice &price = dlg->price(id);
565	if (price.isValid()) {
566	m_conversionRate->setValue(price.rate(m_currencyComboBox->security().id()));
567	if (price.date() != m_openingDate->date()) {
568	priceWarning(true);
569	}
570	}
571	}
572	delete dlg;
573	}
574
575	void AccountTypePage::slotPriceWarning()
576	{
577	priceWarning(false);
578	}
579
580	void AccountTypePage::priceWarning(bool always)
581	{
582	if (m_showPriceWarning \|\| always) {
583	KMessageBox::information(this, i18n("Please make sure to enter the correct conversion for the selected opening date. If you requested an online quote it might be provided for a different date."), i18n("Check date"));
584	}
585	m_showPriceWarning = false;
586	}
587
588	void AccountTypePage::slotUpdateConversionRate(const QString& txt)
589	{
590	m_conversionExample->setText(i18n("1 %1 equals %2", MyMoneyFile::instance()->baseCurrency().tradingSymbol(), MyMoneyMoney(txt).formatMoney(m_currencyComboBox->security().tradingSymbol(), m_currencyComboBox->security().pricePrecision())));
591	}
592
593	bool AccountTypePage::isComplete() const
594	{
595	// check that the conversion rate is positive if enabled
596	bool rc = !m_conversionRate->isVisible() \|\| (!m_conversionRate->value().isZero() && !m_conversionRate->value().isNegative());
597	if (!rc) {
598	m_wizard->m_nextButton->setToolTip(i18n("Conversion rate is not positive"));
599
600	} else {
601	rc = KMyMoneyWizardPage::isComplete();
602
603	if (!rc) {
604	m_wizard->m_nextButton->setToolTip(i18n("No account name supplied"));
605	}
606	}
607	hideShowPages(accountType());
608	return rc;
609	}
610
611	Account AccountTypePage::accountType() const
612	{
613	return static_cast<Account>(m_typeSelection->currentItem());
614	}
615
616	const MyMoneySecurity& AccountTypePage::currency() const
617	{
618	return m_currencyComboBox->security();
619	}
620
621	void AccountTypePage::setAccount(const MyMoneyAccount& acc)
622	{
623	if (acc.accountType() != Account::Unknown) {
624	if (acc.accountType() == Account::AssetLoan) {
625	m_typeSelection->setCurrentItem((int)Account::Loan);
626	} else {
627	m_typeSelection->setCurrentItem((int)acc.accountType());
628	}
629	}
630	m_openingDate->setDate(acc.openingDate());
631	m_accountName->setText(acc.name());
632	}
633
634	const MyMoneyAccount& AccountTypePage::parentAccount()
635	{
636	switch (accountType()) {
637	case Account::CreditCard:
638	case Account::Liability:
639	case Account::Loan: // Can be either but we return liability here
640	return MyMoneyFile::instance()->liability();
641	break;
642	case Account::Equity:
643	return MyMoneyFile::instance()->equity();
644	default:
645	break;
646	}
647	return MyMoneyFile::instance()->asset();
648	}
649
650	bool AccountTypePage::allowsParentAccount() const
651	{
652	return accountType() != Account::Loan;
653	}
654
655	BrokeragePage::BrokeragePage(Wizard* wizard) :
656	KBrokeragePageDecl(wizard),
657	WizardPage<Wizard>(StepBroker, this, wizard)
658	{
659	connect(MyMoneyFile::instance(), SIGNAL(dataChanged()), this, SLOT(slotLoadWidgets()));
660	}
661
662	void BrokeragePage::slotLoadWidgets()
663	{
664	m_brokerageCurrency->update(QString("x"));
665	}
666
667	void BrokeragePage::enterPage()
668	{
669	// assign the currency of the investment account to the
670	// brokerage account if nothing else has ever been selected
671	if (m_brokerageCurrency->security().id().isEmpty()) {
672	m_brokerageCurrency->setSecurity(m_wizard->m_accountTypePage->m_currencyComboBox->security());
673	}
674
675	// check if the institution relevant fields should be enabled or not
676	bool enabled = m_wizard->m_institutionPage->m_accountNumber->isEnabled();
677	m_accountNumberLabel->setEnabled(enabled);
678	m_accountNumber->setEnabled(enabled);
679	m_ibanLabel->setEnabled(enabled);
680	m_iban->setEnabled(enabled);
681	}
682
683	KMyMoneyWizardPage* BrokeragePage::nextPage() const
684	{
685	return m_wizard->m_hierarchyPage;
686	}
687
688	CreditCardSchedulePage::CreditCardSchedulePage(Wizard* wizard) :
689	KSchedulePageDecl(wizard),
690	WizardPage<Wizard>(StepSchedule, this, wizard)
691	{
692	m_mandatoryGroup->add(m_name);
693	m_mandatoryGroup->add(m_payee);
694	m_mandatoryGroup->add(m_amount->lineedit());
695	m_mandatoryGroup->add(m_paymentAccount);
696	connect(m_paymentAccount, SIGNAL(itemSelected(QString)), object(), SIGNAL(completeStateChanged()));
697	connect(m_payee, SIGNAL(itemSelected(QString)), object(), SIGNAL(completeStateChanged()));
698	connect(m_date, SIGNAL(dateChanged(QDate)), object(), SIGNAL(completeStateChanged()));
699
700	connect(m_payee, SIGNAL(createItem(QString,QString&)), wizard, SIGNAL(createPayee(QString,QString&)));
701
702	m_reminderCheckBox->setChecked(true);
703	connect(m_reminderCheckBox, SIGNAL(toggled(bool)), object(), SIGNAL(completeStateChanged()));
704
705	connect(MyMoneyFile::instance(), SIGNAL(dataChanged()), this, SLOT(slotLoadWidgets()));
706
707	m_method->insertItem(i18n("Write check"), (int)Schedule::PaymentType::WriteChecque);
708	#if 0
709	m_method->insertItem(i18n("Direct debit"), Schedule::PaymentType::DirectDebit);
710	m_method->insertItem(i18n("Bank transfer"), Schedule::PaymentType::BankTransfer);
711	#endif
712	m_method->insertItem(i18n("Standing order"), (int)Schedule::PaymentType::StandingOrder);
713	m_method->insertItem(i18n("Manual deposit"), (int)Schedule::PaymentType::ManualDeposit);
714	m_method->insertItem(i18n("Direct deposit"), (int)Schedule::PaymentType::DirectDeposit);
715	m_method->insertItem(i18nc("Other payment method", "Other"), (int)Schedule::PaymentType::Other);
716	m_method->setCurrentItem((int)Schedule::PaymentType::DirectDebit);
717
718	slotLoadWidgets();
719	}
720
721	void CreditCardSchedulePage::enterPage()
722	{
723	if (m_name->text().isEmpty())
724	m_name->setText(i18n("Credit Card %1 monthly payment", m_wizard->m_accountTypePage->m_accountName->text()));
725	}
726
727	bool CreditCardSchedulePage::isComplete() const
728	{
729	bool rc = true;
730	QString msg = i18n("Finish entry and create account");
731	if (m_reminderCheckBox->isChecked()) {
732	msg = i18n("Finish entry and create account and schedule");
733	if (m_date->date() < m_wizard->m_accountTypePage->m_openingDate->date()) {
734	rc = false;
735	msg = i18n("Next due date is prior to opening date");
736	}
737	if (m_paymentAccount->selectedItem().isEmpty()) {
738	rc = false;
739	msg = i18n("No account selected");
740	}
741	if (m_amount->lineedit()->text().isEmpty()) {
742	rc = false;
743	msg = i18n("No amount for payment selected");
744	}
745	if (m_payee->selectedItem().isEmpty()) {
746	rc = false;
747	msg = i18n("No payee for payment selected");
748	}
749	if (m_name->text().isEmpty()) {
750	rc = false;
751	msg = i18n("No name assigned for schedule");
752	}
753	}
754	m_wizard->m_finishButton->setToolTip(msg);
755
756	return rc;
757	}
758
759	void CreditCardSchedulePage::slotLoadWidgets()
760	{
761	AccountSet set;
762	set.addAccountGroup(Account::Asset);
763	set.load(m_paymentAccount->selector());
764
765	m_payee->loadPayees(MyMoneyFile::instance()->payeeList());
766	}
767
768	KMyMoneyWizardPage* CreditCardSchedulePage::nextPage() const
769	{
770	return m_wizard->m_hierarchyPage;
771	}
772
773	GeneralLoanInfoPage::GeneralLoanInfoPage(Wizard* wizard) :
774	KGeneralLoanInfoPageDecl(wizard),
775	WizardPage<Wizard>(StepDetails, this, wizard),
776	m_firstTime(true)
777	{
778	m_mandatoryGroup->add(m_payee);
779
780	// remove the unsupported payment and compounding frequencies and setup default
781	m_paymentFrequency->removeItem((int)Schedule::Occurrence::Once);
782	m_paymentFrequency->removeItem((int)Schedule::Occurrence::EveryOtherYear);
783	m_paymentFrequency->setCurrentItem((int)Schedule::Occurrence::Monthly);
784	m_compoundFrequency->removeItem((int)Schedule::Occurrence::Once);
785	m_compoundFrequency->removeItem((int)Schedule::Occurrence::EveryOtherYear);
786	m_compoundFrequency->setCurrentItem((int)Schedule::Occurrence::Monthly);
787
788	slotLoadWidgets();
789
790	connect(m_payee, SIGNAL(createItem(QString,QString&)), wizard, SIGNAL(createPayee(QString,QString&)));
791	connect(m_anyPayments, SIGNAL(activated(int)), object(), SIGNAL(completeStateChanged()));
792	connect(m_recordings, SIGNAL(activated(int)), object(), SIGNAL(completeStateChanged()));
793
794	connect(m_interestType, SIGNAL(activated(int)), object(), SIGNAL(completeStateChanged()));
795	connect(m_interestChangeDateEdit, SIGNAL(dateChanged(QDate)), object(), SIGNAL(completeStateChanged()));
796	connect(m_openingBalance, SIGNAL(textChanged(QString)), object(), SIGNAL(completeStateChanged()));
797
798	connect(MyMoneyFile::instance(), SIGNAL(dataChanged()), this, SLOT(slotLoadWidgets()));
799	}
800
801	KMyMoneyWizardPage* GeneralLoanInfoPage::nextPage() const
802	{
803	return m_wizard->m_loanDetailsPage;
804	}
805
806	bool GeneralLoanInfoPage::recordAllPayments() const
807	{
808	bool rc = true; // all payments
809	if (m_recordings->isEnabled()) {
810	if (m_recordings->currentIndex() != 0)
811	rc = false;
812	}
813	return rc;
814	}
815
816	void GeneralLoanInfoPage::enterPage()
817	{
818	if (m_firstTime) {
819	// setup default dates to last of this month and one year on top
820	QDate firstDay(QDate::currentDate().year(), QDate::currentDate().month(), 1);
821	m_firstPaymentDate->setDate(firstDay.addMonths(1).addDays(-1));
822	m_interestChangeDateEdit->setDate(m_firstPaymentDate->date().addYears(1));;
823	m_firstTime = false;
824	}
825	}
826
827	bool GeneralLoanInfoPage::isComplete() const
828	{
829	m_wizard->setStepHidden(StepPayout, !m_wizard->openingBalance().isZero());
830	bool rc = KMyMoneyWizardPage::isComplete();
831	if (!rc) {
832	m_wizard->m_nextButton->setToolTip(i18n("No payee supplied"));
833	}
834
835	// fixup availability of items on this page
836	m_recordings->setDisabled(m_anyPayments->currentIndex() == 0);
837
838	m_interestFrequencyAmountEdit->setDisabled(m_interestType->currentIndex() == 0);
839	m_interestFrequencyUnitEdit->setDisabled(m_interestType->currentIndex() == 0);
840	m_interestChangeDateEdit->setDisabled(m_interestType->currentIndex() == 0);
841
842	m_openingBalance->setDisabled(recordAllPayments());
843
844	if (m_openingBalance->isEnabled() && m_openingBalance->lineedit()->text().length() == 0) {
845	rc = false;
846	m_wizard->m_nextButton->setToolTip(i18n("No opening balance supplied"));
847	}	372	}
848		373
849	if (rc	374	bool Wizard::moneyBorrowed() const
850	&& (m_interestType->currentIndex() != 0)	375	{
851	&& (m_interestChangeDateEdit->date() <= m_firstPaymentDate->date())) {	376	Q_D(const Wizard);
852	rc = false;	377	return d->m_generalLoanInfoPage->d_func()->ui->m_loanDirection->currentIndex() == 0;
853	m_wizard->m_nextButton->setToolTip(i18n("An interest change can only happen after the first payment"));
854	}	378	}
855	return rc;
856	}
857
858	const MyMoneyAccount& GeneralLoanInfoPage::parentAccount()
859	{
860	return (m_loanDirection->currentIndex() == 0)
861	? MyMoneyFile::instance()->liability()
862	: MyMoneyFile::instance()->asset();
863	}
864
865	void GeneralLoanInfoPage::slotLoadWidgets()
866	{
867	m_payee->loadPayees(MyMoneyFile::instance()->payeeList());
868	}
869
870	LoanDetailsPage::LoanDetailsPage(Wizard* wizard) :
871	KLoanDetailsPageDecl(wizard),
872	WizardPage<Wizard>(StepPayments, this, wizard),
873	m_needCalculate(true)
874	{
875	// force the balloon payment to zero (default)
876	m_balloonAmount->setValue(MyMoneyMoney());
877	// allow any precision for the interest rate
878	m_interestRate->setPrecision(-1);
879
880	connect(m_paymentDue, SIGNAL(activated(int)), this, SLOT(slotValuesChanged()));
881
882	connect(m_termAmount, SIGNAL(valueChanged(int)), this, SLOT(slotValuesChanged()));
883	connect(m_termUnit, SIGNAL(highlighted(int)), this, SLOT(slotValuesChanged()));
884	connect(m_loanAmount, SIGNAL(textChanged(QString)), this, SLOT(slotValuesChanged()));
885	connect(m_interestRate, SIGNAL(textChanged(QString)), this, SLOT(slotValuesChanged()));
886	connect(m_paymentAmount, SIGNAL(textChanged(QString)), this, SLOT(slotValuesChanged()));
887	connect(m_balloonAmount, SIGNAL(textChanged(QString)), this, SLOT(slotValuesChanged()));
888
889	connect(m_calculateButton, SIGNAL(clicked()), this, SLOT(slotCalculate()));
890	}
891
892	void LoanDetailsPage::enterPage()
893	{
894	// we need to remove a bunch of entries of the payment frequencies
895	m_termUnit->clear();
896
897	m_mandatoryGroup->clear();
898	if (!m_wizard->openingBalance().isZero()) {
899	m_mandatoryGroup->add(m_loanAmount->lineedit());
900	if (m_loanAmount->lineedit()->text().length() == 0) {
901	m_loanAmount->setValue(m_wizard->openingBalance().abs());
902	}
903	}
904
905	switch (m_wizard->m_generalLoanInfoPage->m_paymentFrequency->currentItem()) {
906	default:
907	m_termUnit->insertItem(i18n("Payments"), (int)Schedule::Occurrence::Once);
908	m_termUnit->setCurrentItem((int)Schedule::Occurrence::Once);
909	break;
910	case Schedule::Occurrence::Monthly:
911	m_termUnit->insertItem(i18n("Months"), (int)Schedule::Occurrence::Monthly);
912	m_termUnit->insertItem(i18n("Years"), (int)Schedule::Occurrence::Yearly);
913	m_termUnit->setCurrentItem((int)Schedule::Occurrence::Monthly);
914	break;
915	case Schedule::Occurrence::Yearly:
916	m_termUnit->insertItem(i18n("Years"), (int)Schedule::Occurrence::Yearly);
917	m_termUnit->setCurrentItem((int)Schedule::Occurrence::Yearly);
918	break;
919	}
920	}
921
922	void LoanDetailsPage::slotValuesChanged()
923	{
924	m_needCalculate = true;
925	m_wizard->completeStateChanged();
926	}
927
928	void LoanDetailsPage::slotCalculate()
929	{
930	MyMoneyFinancialCalculator calc;
931	double val;
932	int PF, CF;
933	QString result;
934	bool moneyBorrowed = m_wizard->moneyBorrowed();
935	bool moneyLend = !moneyBorrowed;
936
937	// FIXME: for now, we only support interest calculation at the end of the period
938	calc.setBep();
939	// FIXME: for now, we only support periodic compounding
940	calc.setDisc();
941
942	PF = m_wizard->m_generalLoanInfoPage->m_paymentFrequency->eventsPerYear();
943	CF = m_wizard->m_generalLoanInfoPage->m_compoundFrequency->eventsPerYear();
944
945	if (PF == 0 \|\| CF == 0)
946	return;
947
948	calc.setPF(PF);
949	calc.setCF(CF);
950
951
952	if (!m_loanAmount->lineedit()->text().isEmpty()) {
953	val = m_loanAmount->value().abs().toDouble();
954	if (moneyBorrowed)
955	val = -val;
956	calc.setPv(val);
957	}
958
959	if (!m_interestRate->lineedit()->text().isEmpty()) {
960	val = m_interestRate->value().abs().toDouble();
961	calc.setIr(val);
962	}
963
964	if (!m_paymentAmount->lineedit()->text().isEmpty()) {
965	val = m_paymentAmount->value().abs().toDouble();
966	if (moneyLend)
967	val = -val;
968	calc.setPmt(val);
969	}
970
971	if (!m_balloonAmount->lineedit()->text().isEmpty()) {
972	val = m_balloonAmount->value().abs().toDouble();
973	if (moneyLend)
974	val = -val;
975	calc.setFv(val);
976	}
977
978	if (m_termAmount->value() != 0) {
979	calc.setNpp(term());
980	}
981
982	// setup of parameters is done, now do the calculation
983	try {
984	if (m_loanAmount->lineedit()->text().isEmpty()) {
985	// calculate the amount of the loan out of the other information
986	val = calc.presentValue();
987	m_loanAmount->loadText(MyMoneyMoney(static_cast<double>(val)).abs().formatMoney(QString(), m_wizard->precision()));
988	result = i18n("KMyMoney has calculated the amount of the loan as %1.", m_loanAmount->lineedit()->text());
989
990	} else if (m_interestRate->lineedit()->text().isEmpty()) {
991	// calculate the interest rate out of the other information
992	val = calc.interestRate();
993
994	m_interestRate->loadText(MyMoneyMoney(static_cast<double>(val)).abs().formatMoney(QString(), 3));
995	result = i18n("KMyMoney has calculated the interest rate to %1%.", m_interestRate->lineedit()->text());
996
997	} else if (m_paymentAmount->lineedit()->text().isEmpty()) {
998	// calculate the periodical amount of the payment out of the other information
999	val = calc.payment();
1000	m_paymentAmount->setValue(MyMoneyMoney(static_cast<double>(val)).abs());
1001	// reset payment as it might have changed due to rounding
1002	val = m_paymentAmount->value().abs().toDouble();
1003	if (moneyLend)
1004	val = -val;
1005	calc.setPmt(val);
1006
1007	result = i18n("KMyMoney has calculated a periodic payment of %1 to cover principal and interest.", m_paymentAmount->lineedit()->text());
1008
1009	val = calc.futureValue();
1010	if ((moneyBorrowed && val < 0 && qAbs(val) >= qAbs(calc.payment()))
1011	\|\| (moneyLend && val > 0 && qAbs(val) >= qAbs(calc.payment()))) {
1012	calc.setNpp(calc.npp() - 1);
1013	// updateTermWidgets(calc.npp());
1014	val = calc.futureValue();
1015	MyMoneyMoney refVal(static_cast<double>(val));
1016	m_balloonAmount->loadText(refVal.abs().formatMoney(QString(), m_wizard->precision()));
1017	result += QString(" ");
1018	result += i18n("The number of payments has been decremented and the balloon payment has been modified to %1.", m_balloonAmount->lineedit()->text());
1019	} else if ((moneyBorrowed && val < 0 && qAbs(val) < qAbs(calc.payment()))
1020	\|\| (moneyLend && val > 0 && qAbs(val) < qAbs(calc.payment()))) {
1021	m_balloonAmount->loadText(MyMoneyMoney().formatMoney(QString(), m_wizard->precision()));
1022	} else {
1023	MyMoneyMoney refVal(static_cast<double>(val));
1024	m_balloonAmount->loadText(refVal.abs().formatMoney(QString(), m_wizard->precision()));
1025	result += i18n("The balloon payment has been modified to %1.", m_balloonAmount->lineedit()->text());
1026	}
1027
1028	} else if (m_termAmount->value() == 0) {
1029	// calculate the number of payments out of the other information
1030	val = calc.numPayments();
1031	if (val == 0)
1032	throw MYMONEYEXCEPTION("incorrect fincancial calculation");
1033
1034	// if the number of payments has a fractional part, then we
1035	// round it to the smallest integer and calculate the balloon payment
1036	result = i18n("KMyMoney has calculated the term of your loan as %1. ", updateTermWidgets(qFloor(val)));
1037
1038	if (val != qFloor(val)) {
1039	calc.setNpp(qFloor(val));
1040	val = calc.futureValue();
1041	MyMoneyMoney refVal(static_cast<double>(val));
1042	m_balloonAmount->loadText(refVal.abs().formatMoney(QString(), m_wizard->precision()));
1043	result += i18n("The balloon payment has been modified to %1.", m_balloonAmount->lineedit()->text());
1044	}
1045
1046	} else {
1047	// calculate the future value of the loan out of the other information
1048	val = calc.futureValue();
1049
1050	// we differentiate between the following cases:
1051	// a) the future value is greater than a payment
1052	// b) the future value is less than a payment or the loan is overpaid
1053	// c) all other cases
1054	//
1055	// a) means, we have paid more than we owed. This can't be
1056	// b) means, we paid more than we owed but the last payment is
1057	// less in value than regular payments. That means, that the
1058	// future value is to be treated as (fully payed back)
1059	// c) the loan is not payed back yet
1060	if ((moneyBorrowed && val < 0 && qAbs(val) > qAbs(calc.payment()))
1061	\|\| (moneyLend && val > 0 && qAbs(val) > qAbs(calc.payment()))) {
1062	// case a)
1063	qDebug("Future Value is %f", val);
1064	throw MYMONEYEXCEPTION("incorrect fincancial calculation");
1065
1066	} else if ((moneyBorrowed && val < 0 && qAbs(val) <= qAbs(calc.payment()))
1067	\|\| (moneyLend && val > 0 && qAbs(val) <= qAbs(calc.payment()))) {
1068	// case b)
1069	val = 0;
1070	}
1071
1072	MyMoneyMoney refVal(static_cast<double>(val));
1073	result = i18n("KMyMoney has calculated a balloon payment of %1 for this loan.", refVal.abs().formatMoney(QString(), m_wizard->precision()));
1074
1075	if (!m_balloonAmount->lineedit()->text().isEmpty()) {
1076	if ((m_balloonAmount->value().abs() - refVal.abs()).abs().toDouble() > 1) {
1077	throw MYMONEYEXCEPTION("incorrect fincancial calculation");
1078	}
1079	result = i18n("KMyMoney has successfully verified your loan information.");
1080	}
1081	m_balloonAmount->loadText(refVal.abs().formatMoney(QString(), m_wizard->precision()));
1082	}
1083
1084	} catch (const MyMoneyException &) {
1085	KMessageBox::error(0,
1086	i18n("You have entered mis-matching information. Please modify "
1087	"your figures or leave one value empty "
1088	"to let KMyMoney calculate it for you"),
1089	i18n("Calculation error"));
1090	return;
1091	}
1092
1093	result += i18n("\n\nAccept this or modify the loan information and recalculate.");
1094
1095	KMessageBox::information(0, result, i18n("Calculation successful"));
1096	m_needCalculate = false;
1097
1098	// now update change
1099	m_wizard->completeStateChanged();
1100	}
1101
1102	int LoanDetailsPage::term() const
1103	{
1104	int factor = 0;
1105
1106	if (m_termAmount->value() != 0) {
1107	factor = 1;
1108	switch (m_termUnit->currentItem()) {
1109	case Schedule::Occurrence::Yearly: // years
1110	factor = 12;
1111	// intentional fall through
1112
1113	case Schedule::Occurrence::Monthly: // months
1114	factor *= 30;
1115	factor *= m_termAmount->value();
1116	// factor now is the duration in days. we divide this by the
1117	// payment frequency and get the number of payments
1118	factor /= m_wizard->m_generalLoanInfoPage->m_paymentFrequency->daysBetweenEvents();
1119	break;
1120
1121	default:
1122	qDebug("Unknown term unit %d in LoanDetailsPage::term(). Using payments.", (int)m_termUnit->currentItem());
1123	// intentional fall through
1124
1125	case Schedule::Occurrence::Once: // payments
1126	factor = m_termAmount->value();
1127	break;
1128	}
1129	}
1130	return factor;
1131	}
1132
1133	QString LoanDetailsPage::updateTermWidgets(const double val)
1134	{
1135	long vl = qFloor(val);
1136
1137	QString valString;
1138	Schedule::Occurrence unit = m_termUnit->currentItem();
1139
1140	if ((unit == Schedule::Occurrence::Monthly)
1141	&& ((vl % 12) == 0)) {
1142	vl /= 12;
1143	unit = Schedule::Occurrence::Yearly;
1144	}
1145
1146	switch (unit) {
1147	case Schedule::Occurrence::Monthly:
1148	valString = i18np("one month", "%1 months", vl);
1149	m_termUnit->setCurrentItem((int)Schedule::Occurrence::Monthly);
1150	break;
1151	case Schedule::Occurrence::Yearly:
1152	valString = i18np("one year", "%1 years", vl);
1153	m_termUnit->setCurrentItem((int)Schedule::Occurrence::Yearly);
1154	break;
1155	default:
1156	valString = i18np("one payment", "%1 payments", vl);
1157	m_termUnit->setCurrentItem((int)Schedule::Occurrence::Once);
1158	break;
1159	}
1160	m_termAmount->setValue(vl);
1161	return valString;
1162	}
1163
1164	bool LoanDetailsPage::isComplete() const
1165	{
1166	// bool rc = KMyMoneyWizardPage::isComplete();
1167
1168	int fieldCnt = 0;
1169
1170	if (m_loanAmount->lineedit()->text().length() > 0) {
1171	fieldCnt++;
1172	}
1173
1174	if (m_interestRate->lineedit()->text().length() > 0) {
1175	fieldCnt++;
1176	}
1177
1178	if (m_termAmount->value() != 0) {
1179	fieldCnt++;
1180	}
1181
1182	if (m_paymentAmount->lineedit()->text().length() > 0) {
1183	fieldCnt++;
1184	}
1185
1186	if (m_balloonAmount->lineedit()->text().length() > 0) {
1187	fieldCnt++;
1188	}
1189
1190	m_calculateButton->setEnabled(fieldCnt == 4 \|\| (fieldCnt == 5 && m_needCalculate));
1191
1192	m_calculateButton->setAutoDefault(false);
1193	m_calculateButton->setDefault(false);
1194	if (m_needCalculate && fieldCnt == 4) {
1195	m_wizard->m_nextButton->setToolTip(i18n("Press Calculate to verify the values"));
1196	m_calculateButton->setAutoDefault(true);
1197	m_calculateButton->setDefault(true);
1198	} else if (fieldCnt != 5) {
1199	m_wizard->m_nextButton->setToolTip(i18n("Not all details supplied"));
1200	m_calculateButton->setAutoDefault(true);
1201	m_calculateButton->setDefault(true);
1202	}
1203	m_wizard->m_nextButton->setAutoDefault(!m_calculateButton->autoDefault());
1204	m_wizard->m_nextButton->setDefault(!m_calculateButton->autoDefault());
1205
1206	return (fieldCnt == 5) && !m_needCalculate;
1207	}
1208
1209	KMyMoneyWizardPage* LoanDetailsPage::nextPage() const
1210	{
1211	return m_wizard->m_loanPaymentPage;
1212	}
1213
1214
1215	class LoanPaymentPage::Private
1216	{
1217	public:
1218	MyMoneyAccount phonyAccount;
1219	MyMoneySplit phonySplit;
1220	MyMoneyTransaction additionalFeesTransaction;
1221	MyMoneyMoney additionalFees;
1222	};
1223
1224	LoanPaymentPage::LoanPaymentPage(Wizard* wizard) :
1225	KLoanPaymentPageDecl(wizard),
1226	WizardPage<Wizard>(StepFees, this, wizard),
1227	d(new Private)
1228	{
1229	d->phonyAccount = MyMoneyAccount(QLatin1String("Phony-ID"), MyMoneyAccount());
1230
1231	d->phonySplit.setAccountId(d->phonyAccount.id());
1232	d->phonySplit.setValue(MyMoneyMoney());
1233	d->phonySplit.setShares(MyMoneyMoney());
1234
1235	d->additionalFeesTransaction.addSplit(d->phonySplit);
1236
1237	connect(m_additionalFeesButton, SIGNAL(clicked()), this, SLOT(slotAdditionalFees()));
1238	}
1239
1240	LoanPaymentPage::~LoanPaymentPage()
1241	{
1242	delete d;
1243	}
1244
1245	MyMoneyMoney LoanPaymentPage::basePayment() const
1246	{
1247	return m_wizard->m_loanDetailsPage->m_paymentAmount->value();
1248	}
1249
1250	MyMoneyMoney LoanPaymentPage::additionalFees() const
1251	{
1252	return d->additionalFees;
1253	}
1254
1255	void LoanPaymentPage::additionalFeesSplits(QList<MyMoneySplit>& list)
1256	{
1257	list.clear();
1258
1259	QList<MyMoneySplit>::ConstIterator it;
1260	for (it = d->additionalFeesTransaction.splits().constBegin(); it != d->additionalFeesTransaction.splits().constEnd(); ++it) {
1261	if ((*it).accountId() != d->phonyAccount.id()) {
1262	list << (*it);
1263	}
1264	}
1265	}
1266
1267	void LoanPaymentPage::updateAmounts()
1268	{
1269	m_additionalFees->setText(d->additionalFees.formatMoney(m_wizard->currency().tradingSymbol(), m_wizard->precision()));
1270	m_totalPayment->setText((basePayment() + d->additionalFees).formatMoney(m_wizard->currency().tradingSymbol(), m_wizard->precision()));
1271	}
1272
1273	void LoanPaymentPage::enterPage()
1274	{
1275	const MyMoneySecurity& currency = m_wizard->currency();
1276
1277	m_basePayment->setText(basePayment().formatMoney(currency.tradingSymbol(), m_wizard->precision()));
1278	d->phonyAccount.setCurrencyId(currency.id());
1279	d->additionalFeesTransaction.setCommodity(currency.id());
1280
1281	updateAmounts();
1282	}
1283
1284	void LoanPaymentPage::slotAdditionalFees()
1285	{
1286	QMap<QString, MyMoneyMoney> priceInfo;
1287	QPointer<KSplitTransactionDlg> dlg = new KSplitTransactionDlg(d->additionalFeesTransaction, d->phonySplit, d->phonyAccount, false, !m_wizard->moneyBorrowed(), MyMoneyMoney(), priceInfo);
1288
1289	// connect(dlg, SIGNAL(newCategory(MyMoneyAccount&)), this, SIGNAL(newCategory(MyMoneyAccount&)));
1290
1291	if (dlg->exec() == QDialog::Accepted) {
1292	d->additionalFeesTransaction = dlg->transaction();
1293	// sum up the additional fees
1294	QList<MyMoneySplit>::ConstIterator it;
1295
1296	d->additionalFees = MyMoneyMoney();
1297	for (it = d->additionalFeesTransaction.splits().constBegin(); it != d->additionalFeesTransaction.splits().constEnd(); ++it) {
1298	if ((*it).accountId() != d->phonyAccount.id()) {
1299	d->additionalFees += (*it).shares();
1300	}
1301	}
1302	updateAmounts();
1303	}
1304
1305	delete dlg;
1306	}
1307
1308	KMyMoneyWizardPage* LoanPaymentPage::nextPage() const
1309	{
1310	return m_wizard->m_loanSchedulePage;
1311	}
1312
1313
1314	LoanSchedulePage::LoanSchedulePage(Wizard* wizard) :
1315	KLoanSchedulePageDecl(wizard),
1316	WizardPage<Wizard>(StepSchedule, this, wizard)
1317	{
1318	m_mandatoryGroup->add(m_interestCategory->lineEdit());
1319	m_mandatoryGroup->add(m_paymentAccount->lineEdit());
1320	connect(m_interestCategory, SIGNAL(createItem(QString,QString&)), this, SLOT(slotCreateCategory(QString,QString&)));
1321	connect(MyMoneyFile::instance(), SIGNAL(dataChanged()), this, SLOT(slotLoadWidgets()));
1322	}
1323
1324	void LoanSchedulePage::slotCreateCategory(const QString& name, QString& id)
1325	{
1326	MyMoneyAccount acc, parent;
1327	acc.setName(name);
1328
1329	if (m_wizard->moneyBorrowed())
1330	parent = MyMoneyFile::instance()->expense();
1331	else
1332	parent = MyMoneyFile::instance()->income();
1333
1334	emit m_wizard->createCategory(acc, parent);
1335
1336	// return id
1337	id = acc.id();
1338	}
1339
1340	QDate LoanSchedulePage::firstPaymentDueDate() const
1341	{
1342	if (m_firstPaymentDueDate->isEnabled())
1343	return m_firstPaymentDueDate->date();
1344	return m_wizard->m_generalLoanInfoPage->m_firstPaymentDate->date();
1345	}
1346
1347	void LoanSchedulePage::enterPage()
1348	{
1349	m_interestCategory->setFocus();
1350	m_firstPaymentDueDate->setDisabled(m_wizard->m_generalLoanInfoPage->recordAllPayments());
1351	slotLoadWidgets();
1352	}
1353
1354	void LoanSchedulePage::slotLoadWidgets()
1355	{
1356	AccountSet set;
1357	if (m_wizard->moneyBorrowed())
1358	set.addAccountGroup(Account::Expense);
1359	else
1360	set.addAccountGroup(Account::Income);
1361	set.load(m_interestCategory->selector());
1362
1363	set.clear();
1364	set.addAccountGroup(Account::Asset);
1365	set.load(m_paymentAccount->selector());
1366	}
1367
1368	KMyMoneyWizardPage* LoanSchedulePage::nextPage() const
1369	{
1370	// if the balance widget of the general loan info page is enabled and
1371	// the value is not zero, then the payout already happened and we don't
1372	// aks for it.
1373	if (m_wizard->openingBalance().isZero())
1374	return m_wizard->m_loanPayoutPage;
1375	return m_wizard->m_accountSummaryPage;
1376	}
1377
1378	LoanPayoutPage::LoanPayoutPage(Wizard* wizard) :
1379	KLoanPayoutPageDecl(wizard),
1380	WizardPage<Wizard>(StepPayout, this, wizard)
1381	{
1382	m_mandatoryGroup->add(m_assetAccount->lineEdit());
1383	m_mandatoryGroup->add(m_loanAccount->lineEdit());
1384
1385	KGuiItem createAssetButtenItem(i18n("&Create..."),
1386	QIcon::fromTheme(g_Icons[Icon::DocumentNew]),
1387	i18n("Create a new asset account"),
1388	i18n("If the asset account does not yet exist, press this button to create it."));
1389	KGuiItem::assign(m_createAssetButton, createAssetButtenItem);
1390	m_createAssetButton->setToolTip(createAssetButtenItem.toolTip());
1391	m_createAssetButton->setWhatsThis(createAssetButtenItem.whatsThis());
1392	connect(m_createAssetButton, SIGNAL(clicked()), this, SLOT(slotCreateAssetAccount()));
1393
1394	connect(m_noPayoutTransaction, SIGNAL(toggled(bool)), this, SLOT(slotButtonsToggled()));
1395	connect(m_refinanceLoan, SIGNAL(toggled(bool)), this, SLOT(slotButtonsToggled()));
1396
1397	connect(MyMoneyFile::instance(), SIGNAL(dataChanged()), this, SLOT(slotLoadWidgets()));
1398	slotLoadWidgets();
1399	}
1400
1401	void LoanPayoutPage::slotButtonsToggled()
1402	{
1403	// we don't go directly, as the order of the emission of signals to slots is
1404	// not defined. Using a single shot timer postpones the call of m_mandatoryGroup::changed()
1405	// until the next round of the main loop so we can be sure to see all relevant changes
1406	// that happened in the meantime (eg. widgets are enabled and disabled)
1407	QTimer::singleShot(0, m_mandatoryGroup, SLOT(changed()));
1408	}
1409
1410	void LoanPayoutPage::slotCreateAssetAccount()
1411	{
1412	MyMoneyAccount acc;
1413	acc.setAccountType(Account::Asset);
1414	acc.setOpeningDate(m_wizard->m_accountTypePage->m_openingDate->date());
1415
1416	emit m_wizard->createAccount(acc);
1417
1418	if (!acc.id().isEmpty()) {
1419	m_assetAccount->setSelectedItem(acc.id());
1420	}
1421	}
1422
1423	void LoanPayoutPage::slotLoadWidgets()
1424	{
1425	AccountSet set;
1426	set.addAccountGroup(Account::Asset);
1427	set.load(m_assetAccount->selector());
1428
1429	set.clear();
1430	set.addAccountType(Account::Loan);
1431	set.load(m_loanAccount->selector());
1432	}
1433
1434	void LoanPayoutPage::enterPage()
1435	{
1436	// only allow to create new asset accounts for liability loans
1437	m_createAssetButton->setEnabled(m_wizard->moneyBorrowed());
1438	m_refinanceLoan->setEnabled(m_wizard->moneyBorrowed());
1439	if (!m_wizard->moneyBorrowed()) {
1440	m_refinanceLoan->setChecked(false);
1441	}
1442	m_payoutDetailFrame->setDisabled(m_noPayoutTransaction->isChecked());
1443	}
1444
1445	KMyMoneyWizardPage* LoanPayoutPage::nextPage() const
1446	{
1447	return m_wizard->m_accountSummaryPage;
1448	}
1449
1450	bool LoanPayoutPage::isComplete() const
1451	{
1452	return KMyMoneyWizardPage::isComplete() \| m_noPayoutTransaction->isChecked();
1453	}
1454
1455	QString LoanPayoutPage::payoutAccountId() const
1456	{
1457	if (m_refinanceLoan->isChecked()) {
1458	return m_loanAccount->selectedItem();
1459	} else {
1460	return m_assetAccount->selectedItem();
1461	}
1462	}
1463
1464	HierarchyFilterProxyModel::HierarchyFilterProxyModel(QObject *parent)
1465	: AccountsProxyModel(parent)
1466	{
1467	}
1468
1469	/**
1470	* Filter the favorites accounts group.
1471	*/
1472	bool HierarchyFilterProxyModel::filterAcceptsRow(int source_row, const QModelIndex &source_parent) const
1473	{
1474	if (!source_parent.isValid()) {
1475	auto accCol = m_mdlColumns->indexOf(eAccountsModel::Column::Account);
1476	QVariant data = sourceModel()->index(source_row, accCol, source_parent).data((int)eAccountsModel::Role::ID);
1477	if (data.isValid() && data.toString() == AccountsModel::favoritesAccountId)
1478	return false;
1479	}
1480	return AccountsProxyModel::filterAcceptsRow(source_row, source_parent);
1481	}
1482
1483	/**
1484	* Filter all but the first column.
1485	*/
1486	bool HierarchyFilterProxyModel::filterAcceptsColumn(int source_column, const QModelIndex &source_parent) const
1487	{
1488	Q_UNUSED(source_parent)
1489	if (source_column == 0)
1490	return true;
1491	return false;
1492	}
1493
1494	HierarchyPage::HierarchyPage(Wizard* wizard) :
1495	KHierarchyPageDecl(wizard),
1496	WizardPage<Wizard>(StepParentAccount, this, wizard),
1497	m_filterProxyModel(nullptr)
1498	{
1499	// the proxy filter model
1500	m_filterProxyModel = new HierarchyFilterProxyModel(this);
1501	m_filterProxyModel->setHideClosedAccounts(true);
1502	m_filterProxyModel->setHideEquityAccounts(!KMyMoneyGlobalSettings::expertMode());
1503	m_filterProxyModel->addAccountGroup(QVector<Account> {Account::Asset, Account::Liability});
1504	auto const model = Models::instance()->accountsModel();
1505	m_filterProxyModel->setSourceModel(model);
1506	m_filterProxyModel->setSourceColumns(model->getColumns());
1507	m_filterProxyModel->setDynamicSortFilter(true);
1508
1509	m_parentAccounts->setModel(m_filterProxyModel);
1510	m_parentAccounts->sortByColumn((int)eAccountsModel::Column::Account, Qt::AscendingOrder);
1511
1512	connect(m_parentAccounts->selectionModel(), SIGNAL(currentChanged(QModelIndex,QModelIndex)), this, SLOT(parentAccountChanged()));
1513	}
1514
1515	void HierarchyPage::enterPage()
1516	{
1517	// Ensure that the list reflects the Account Type
1518	MyMoneyAccount topAccount = m_wizard->m_accountTypePage->parentAccount();
1519	m_filterProxyModel->clear();
1520	m_filterProxyModel->addAccountGroup(QVector<Account> {topAccount.accountGroup()});
1521	m_parentAccounts->expandAll();
1522	}
1523
1524	KMyMoneyWizardPage* HierarchyPage::nextPage() const
1525	{
1526	return m_wizard->m_accountSummaryPage;
1527	}
1528
1529	const MyMoneyAccount& HierarchyPage::parentAccount()
1530	{
1531	QVariant data = m_parentAccounts->model()->data(m_parentAccounts->currentIndex(), (int)eAccountsModel::Role::Account);
1532	if (data.isValid()) {
1533	m_parentAccount = data.value<MyMoneyAccount>();
1534	} else {
1535	m_parentAccount = MyMoneyAccount();
1536	}
1537	return m_parentAccount;
1538	}
1539
1540	bool HierarchyPage::isComplete() const
1541	{
1542	return m_parentAccounts->currentIndex().isValid();
1543	}
1544
1545	void HierarchyPage::parentAccountChanged()
1546	{
1547	completeStateChanged();
1548	}
1549
1550	AccountSummaryPage::AccountSummaryPage(Wizard* wizard) :
1551	KAccountSummaryPageDecl(wizard),
1552	WizardPage<Wizard>(StepFinish, this, wizard)
1553	{
1554	}
1555
1556	void AccountSummaryPage::enterPage()
1557	{
1558	MyMoneyAccount acc = m_wizard->account();
1559	MyMoneySecurity sec = m_wizard->currency();
1560	acc.fraction(sec);
1561
1562	// assign an id to the account inside the wizard which is required for a schedule
1563	// get the schedule and clear the id again in the wizards object.
1564	MyMoneyAccount tmp(QLatin1String("Phony-ID"), acc);
1565	m_wizard->setAccount(tmp);
1566	MyMoneySchedule sch = m_wizard->schedule();
1567	m_wizard->setAccount(acc);
1568
1569	m_dataList->clear();
1570
1571
1572
1573	// Account data
1574	m_dataList->setFontWeight(QFont::Bold);
1575	m_dataList->append(i18n("Account information"));
1576	m_dataList->setFontWeight(QFont::Normal);
1577	m_dataList->append(i18nc("Account name", "Name: %1", acc.name()));
1578	if (!acc.isLoan())
1579	m_dataList->append(i18n("Subaccount of %1", m_wizard->parentAccount().name()));
1580	QString accTypeText;
1581	if (acc.accountType() == Account::AssetLoan)
1582	accTypeText = i18n("Loan");
1583	else
1584	accTypeText = m_wizard->m_accountTypePage->m_typeSelection->currentText();
1585	m_dataList->append(i18n("Type: %1", accTypeText));
1586
1587	m_dataList->append(i18n("Currency: %1", m_wizard->currency().name()));
1588	m_dataList->append(i18n("Opening date: %1", QLocale().toString(acc.openingDate())));
1589	if (m_wizard->currency().id() != MyMoneyFile::instance()->baseCurrency().id()) {
1590	m_dataList->append(i18n("Conversion rate: %1", m_wizard->conversionRate().rate(QString()).formatMoney(QString(), m_wizard->currency().pricePrecision())));
1591	}
1592	if (!acc.isLoan() \|\| !m_wizard->openingBalance().isZero())
1593	m_dataList->append(i18n("Opening balance: %1", MyMoneyUtils::formatMoney(m_wizard->openingBalance(), acc, sec)));
1594
1595	if (!m_wizard->m_institutionPage->institution().id().isEmpty()) {
1596	m_dataList->append(i18n("Institution: %1", m_wizard->m_institutionPage->institution().name()));
1597	if (!acc.number().isEmpty()) {
1598	m_dataList->append(i18n("Number: %1", acc.number()));
1599	}
1600	if (!acc.value("iban").isEmpty()) {
1601	m_dataList->append(i18n("IBAN: %1", acc.value("iban")));
1602	}
1603	}
1604
1605	if (acc.accountType() == Account::Investment) {
1606	if (m_wizard->m_brokeragepage->m_createBrokerageButton->isChecked()) {
1607	m_dataList->setFontWeight(QFont::Bold);
1608	m_dataList->append(i18n("Brokerage Account"));
1609	m_dataList->setFontWeight(QFont::Normal);
1610
1611	m_dataList->append(i18nc("Account name", "Name: %1 (Brokerage)", acc.name()));
1612	m_dataList->append(i18n("Currency: %1", m_wizard->m_brokeragepage->m_brokerageCurrency->security().name()));
1613	if (m_wizard->m_brokeragepage->m_accountNumber->isEnabled() && !m_wizard->m_brokeragepage->m_accountNumber->text().isEmpty())
1614	m_dataList->append(i18n("Number: %1", m_wizard->m_brokeragepage->m_accountNumber->text()));
1615	if (m_wizard->m_brokeragepage->m_iban->isEnabled() && !m_wizard->m_brokeragepage->m_iban->text().isEmpty())
1616	m_dataList->append(i18n("IBAN: %1", m_wizard->m_brokeragepage->m_iban->text()));
1617	}
1618	}
1619
1620	// Loan
1621	if (acc.isLoan()) {
1622	m_dataList->setFontWeight(QFont::Bold);
1623	m_dataList->append(i18n("Loan information"));
1624	m_dataList->setFontWeight(QFont::Normal);
1625	if (m_wizard->moneyBorrowed()) {
1626	m_dataList->append(i18n("Amount borrowed: %1", m_wizard->m_loanDetailsPage->m_loanAmount->value().formatMoney(m_wizard->currency().tradingSymbol(), m_wizard->precision())));
1627	} else {
1628	m_dataList->append(i18n("Amount lent: %1", m_wizard->m_loanDetailsPage->m_loanAmount->value().formatMoney(m_wizard->currency().tradingSymbol(), m_wizard->precision())));
1629	}
1630	m_dataList->append(i18n("Interest rate: %1 %", m_wizard->m_loanDetailsPage->m_interestRate->value().formatMoney(QString(), -1)));
1631	m_dataList->append(i18n("Interest rate is %1", m_wizard->m_generalLoanInfoPage->m_interestType->currentText()));
1632	m_dataList->append(i18n("Principal and interest: %1", MyMoneyUtils::formatMoney(m_wizard->m_loanDetailsPage->m_paymentAmount->value(), acc, sec)));
1633	m_dataList->append(i18n("Additional Fees: %1", MyMoneyUtils::formatMoney(m_wizard->m_loanPaymentPage->additionalFees(), acc, sec)));
1634	m_dataList->append(i18n("Payment frequency: %1", m_wizard->m_generalLoanInfoPage->m_paymentFrequency->currentText()));
1635	m_dataList->append(i18n("Payment account: %1", m_wizard->m_loanSchedulePage->m_paymentAccount->currentText()));
1636
1637	if (!m_wizard->m_loanPayoutPage->m_noPayoutTransaction->isChecked() && m_wizard->openingBalance().isZero()) {
1638	m_dataList->setFontWeight(QFont::Bold);
1639	m_dataList->append(i18n("Payout information"));
1640	m_dataList->setFontWeight(QFont::Normal);
1641	if (m_wizard->m_loanPayoutPage->m_refinanceLoan->isChecked()) {
1642	m_dataList->append(i18n("Refinance: %1", m_wizard->m_loanPayoutPage->m_loanAccount->currentText()));
1643	} else {
1644	if (m_wizard->moneyBorrowed())
1645	m_dataList->append(i18n("Transfer amount to %1", m_wizard->m_loanPayoutPage->m_assetAccount->currentText()));
1646	else
1647	m_dataList->append(i18n("Transfer amount from %1", m_wizard->m_loanPayoutPage->m_assetAccount->currentText()));
1648	}
1649	m_dataList->append(i18n("Payment date: %1 ", QLocale().toString(m_wizard->m_loanPayoutPage->m_payoutDate->date())));
1650	}
1651	}
1652
1653	// Schedule
1654	if (!(sch == MyMoneySchedule())) {
1655	m_dataList->setFontWeight(QFont::Bold);
1656	m_dataList->append(i18n("Schedule information"));
1657	m_dataList->setFontWeight(QFont::Normal);
1658	m_dataList->append(i18nc("Schedule name", "Name: %1", sch.name()));
1659	if (acc.accountType() == Account::CreditCard) {
1660	MyMoneyAccount paymentAccount = MyMoneyFile::instance()->account(m_wizard->m_schedulePage->m_paymentAccount->selectedItem());
1661	m_dataList->append(i18n("Occurrence: Monthly"));
1662	m_dataList->append(i18n("Paid from %1", paymentAccount.name()));
1663	m_dataList->append(i18n("Pay to %1", m_wizard->m_schedulePage->m_payee->currentText()));
1664	m_dataList->append(i18n("Amount: %1", MyMoneyUtils::formatMoney(m_wizard->m_schedulePage->m_amount->value(), acc, sec)));
1665	m_dataList->append(i18n("First payment due on %1", QLocale().toString(sch.nextDueDate())));
1666	m_dataList->append(i18n("Payment method: %1", m_wizard->m_schedulePage->m_method->currentText()));
1667	}
1668	if (acc.isLoan()) {
1669	m_dataList->append(i18n("Occurrence: %1", m_wizard->m_generalLoanInfoPage->m_paymentFrequency->currentText()));
1670	m_dataList->append(i18n("Amount: %1", MyMoneyUtils::formatMoney(m_wizard->m_loanPaymentPage->basePayment() + m_wizard->m_loanPaymentPage->additionalFees(), acc, sec)));
1671	m_dataList->append(i18n("First payment due on %1", QLocale().toString(m_wizard->m_loanSchedulePage->firstPaymentDueDate())));
1672	}
1673	}
1674	}
1675	}	379	}
Context not available.