Differential D11083 Diff 28785 kmymoney/mymoney/mymoneyreport.cpp

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kmymoney/mymoney/mymoneyreport.cpp

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46const QStringList MyMoneyReport::kChartTypeText = QString("none,line,bar,pie,ring,stackedbar,invalid").split(','); 46​const QStringList MyMoneyReport::kChartTypeText = QString("none,line,bar,pie,ring,stackedbar,invalid").split(',');
47 47​
48// This should live in mymoney/mymoneytransactionfilter.h 48​// This should live in mymoney/mymoneytransactionfilter.h
49const QStringList kTypeText = QString("all,payments,deposits,transfers,none").split(','); 49​const QStringList kTypeText = QString("all,payments,deposits,transfers,none").split(',');
50const QStringList kStateText = QString("all,notreconciled,cleared,reconciled,frozen,none").split(','); 50​const QStringList kStateText = QString("all,notreconciled,cleared,reconciled,frozen,none").split(',');
51const QStringList kDateLockText = QString("alldates,untiltoday,currentmonth,currentyear,monthtodate,yeartodate,yeartomonth,lastmonth,lastyear,last7days,last30days,last3months,last6months,last12months,next7days,next30days,next3months,next6months,next12months,userdefined,last3tonext3months,last11Months,currentQuarter,lastQuarter,nextQuarter,currentFiscalYear,lastFiscalYear,today,next18months").split(','); 51​const QStringList kDateLockText = QString("alldates,untiltoday,currentmonth,currentyear,monthtodate,yeartodate,yeartomonth,lastmonth,lastyear,last7days,last30days,last3months,last6months,last12months,next7days,next30days,next3months,next6months,next12months,userdefined,last3tonext3months,last11Months,currentQuarter,lastQuarter,nextQuarter,currentFiscalYear,lastFiscalYear,today,next18months").split(',');
52const QStringList kAccountTypeText = QString("unknown,checkings,savings,cash,creditcard,loan,certificatedep,investment,moneymarket,asset,liability,currency,income,expense,assetloan,stock,equity,invalid").split(','); 52​const QStringList kAccountTypeText = QString("unknown,checkings,savings,cash,creditcard,loan,certificatedep,investment,moneymarket,asset,liability,currency,income,expense,assetloan,stock,equity,invalid").split(',');
53 53​
54​QString MyMoneyReport::Row::toString(Type type)
55​{
56​ switch(type) {
57​ case NoRows : return "NoRows";
58​ case AssetLiability : return "AssetLiability";
59​ case ExpenseIncome : return "ExpenseIncome";
60​ case Category : return "Category";
61​ case TopCategory : return "TopCategory";
62​ case Account : return "Account";
63​ case Tag : return "Tag";
64​ case Payee : return "Payee";
65​ case Month : return "Month";
66​ case Week : return "Week";
67​ case TopAccount : return "TopAccount";
68​ case AccountByTopAccount: return "AccountByTopAccount";
69​ case EquityType : return "EquityType";
70​ case AccountType : return "AccountType";
71​ case Institution : return "Institution";
72​ case Budget : return "Budget";
73​ case BudgetActual : return "BudgetActual";
74​ case Schedule : return "Schedule";
75​ case AccountInfo : return "AccountInfo";
76​ case AccountLoanInfo : return "AccountLoanInfo";
77​ case AccountReconcile : return "AccountReconcile";
78​ case CashFlow : return "CashFlow";
79​ default : return "undefined";
80​ }
81​}
82​
54QString MyMoneyReport::Report::toString(Type type) 83​QString MyMoneyReport::Report::toString(Type type)
55{ 84​{
56 switch(type) { 85​ switch(type) {
57 case NoReport: return "NoReport"; 86​ case NoReport: return "NoReport";
58 case PivotTable: return "PivotTable"; 87​ case PivotTable: return "PivotTable";
59 case QueryTable: return "QueryTable"; 88​ case QueryTable: return "QueryTable";
60 case InfoTable: return "InfoTable"; 89​ case InfoTable: return "InfoTable";
61 default: return "undefined"; 90​ default: return "undefined";
62 } 91​ }
63} 92​}
64 93​
65MyMoneyReport::MyMoneyReport() : 94​MyMoneyReport::MyMoneyReport() :
66 m_name("Unconfigured Pivot Table Report"), 95​ m_name("Unconfigured Pivot Table Report"),
67 m_detailLevel(eDetailNone), 96​ m_detailLevel(eDetailNone),
68 m_convertCurrency(true), 97​ m_convertCurrency(true),
69 m_favorite(false), 98​ m_favorite(false),
70 m_tax(false), 99​ m_tax(false),
71 m_investments(false), 100​ m_investments(false),
72 m_loans(false), 101​ m_loans(false),
73 m_reportType(Report::kTypeArray[eExpenseIncome]), 102​ m_reportType(Report::kTypeArray[Row::ExpenseIncome]),
74 m_rowType(eExpenseIncome), 103​ m_rowType(Row::ExpenseIncome),
75 m_columnType(Column::Months), 104​ m_columnType(Column::Months),
76 m_columnsAreDays(false), 105​ m_columnsAreDays(false),
77 m_queryColumns(QueryColumns::None), 106​ m_queryColumns(QueryColumns::None),
78 m_dateLock(userDefined), 107​ m_dateLock(userDefined),
79 m_accountGroupFilter(false), 108​ m_accountGroupFilter(false),
80 m_chartType(eChartLine), 109​ m_chartType(eChartLine),
81 m_chartDataLabels(true), 110​ m_chartDataLabels(true),
82 m_chartGridLines(true), 111​ m_chartGridLines(true),
Show All 19 Lines130MyMoneyReport::MyMoneyReport(const QString& id, const MyMoneyReport& right) :
102 MyMoneyObject(id), 131​ MyMoneyObject(id),
103 m_movingAverageDays(0), 132​ m_movingAverageDays(0),
104 m_currentDateColumn(0) 133​ m_currentDateColumn(0)
105{ 134​{
106 *this = right; 135​ *this = right;
107 setId(id); 136​ setId(id);
108} 137​}
109 138​
110MyMoneyReport::MyMoneyReport(ERowType _rt, unsigned _ct, dateOptionE _dl, EDetailLevel _ss, const QString& _name, const QString& _comment) : 139​MyMoneyReport::MyMoneyReport(Row::Type _rt, unsigned _ct, dateOptionE _dl, EDetailLevel _ss, const QString& _name, const QString& _comment) :
111 m_name(_name), 140​ m_name(_name),
112 m_comment(_comment), 141​ m_comment(_comment),
113 m_detailLevel(_ss), 142​ m_detailLevel(_ss),
114 m_convertCurrency(true), 143​ m_convertCurrency(true),
115 m_favorite(false), 144​ m_favorite(false),
116 m_tax(false), 145​ m_tax(false),
117 m_investments(false), 146​ m_investments(false),
118 m_loans(false), 147​ m_loans(false),
Show All 28 Lines172{
147 //set report type 176​ //set report type
148 if (m_reportType == Report::PivotTable) 177​ if (m_reportType == Report::PivotTable)
149 m_columnType = static_cast<Column::Type>(_ct); 178​ m_columnType = static_cast<Column::Type>(_ct);
150 if (m_reportType == Report::QueryTable) 179​ if (m_reportType == Report::QueryTable)
151 m_queryColumns = static_cast<QueryColumns::Type>(_ct); 180​ m_queryColumns = static_cast<QueryColumns::Type>(_ct);
152 setDateFilter(_dl); 181​ setDateFilter(_dl);
153 182​
154 //throw exception if the type is inconsistent 183​ //throw exception if the type is inconsistent
155 if ((_rt > static_cast<ERowType>(sizeof(Report::kTypeArray) / sizeof(Report::kTypeArray[0]))) 184​ if ((_rt > static_cast<Row::Type>(sizeof(Report::kTypeArray) / sizeof(Report::kTypeArray[0])))
156 || (m_reportType == Report::NoReport)) 185​ || (m_reportType == Report::NoReport))
157 throw MYMONEYEXCEPTION("Invalid report type"); 186​ throw MYMONEYEXCEPTION("Invalid report type");
158 187​
159 //add the corresponding account groups 188​ //add the corresponding account groups
160 if (_rt == MyMoneyReport::eAssetLiability) { 189​ if (_rt == MyMoneyReport::Row::AssetLiability) {
161 addAccountGroup(MyMoneyAccount::Asset); 190​ addAccountGroup(MyMoneyAccount::Asset);
162 addAccountGroup(MyMoneyAccount::Liability); 191​ addAccountGroup(MyMoneyAccount::Liability);
163 m_showRowTotals = true; 192​ m_showRowTotals = true;
164 } 193​ }
165 if (_rt == MyMoneyReport::eAccount) { 194​ if (_rt == MyMoneyReport::Row::Account) {
166 addAccountGroup(MyMoneyAccount::Asset); 195​ addAccountGroup(MyMoneyAccount::Asset);
167 addAccountGroup(MyMoneyAccount::AssetLoan); 196​ addAccountGroup(MyMoneyAccount::AssetLoan);
168 addAccountGroup(MyMoneyAccount::Cash); 197​ addAccountGroup(MyMoneyAccount::Cash);
169 addAccountGroup(MyMoneyAccount::Checkings); 198​ addAccountGroup(MyMoneyAccount::Checkings);
170 addAccountGroup(MyMoneyAccount::CreditCard); 199​ addAccountGroup(MyMoneyAccount::CreditCard);
171 if (KMyMoneyGlobalSettings::expertMode()) 200​ if (KMyMoneyGlobalSettings::expertMode())
172 addAccountGroup(MyMoneyAccount::Equity); 201​ addAccountGroup(MyMoneyAccount::Equity);
173 addAccountGroup(MyMoneyAccount::Expense); 202​ addAccountGroup(MyMoneyAccount::Expense);
174 addAccountGroup(MyMoneyAccount::Income); 203​ addAccountGroup(MyMoneyAccount::Income);
175 addAccountGroup(MyMoneyAccount::Liability); 204​ addAccountGroup(MyMoneyAccount::Liability);
176 addAccountGroup(MyMoneyAccount::Loan); 205​ addAccountGroup(MyMoneyAccount::Loan);
177 addAccountGroup(MyMoneyAccount::Savings); 206​ addAccountGroup(MyMoneyAccount::Savings);
178 addAccountGroup(MyMoneyAccount::Stock); 207​ addAccountGroup(MyMoneyAccount::Stock);
179 m_showRowTotals = true; 208​ m_showRowTotals = true;
180 } 209​ }
181 if (_rt == MyMoneyReport::eExpenseIncome) { 210​ if (_rt == MyMoneyReport::Row::ExpenseIncome) {
182 addAccountGroup(MyMoneyAccount::Expense); 211​ addAccountGroup(MyMoneyAccount::Expense);
183 addAccountGroup(MyMoneyAccount::Income); 212​ addAccountGroup(MyMoneyAccount::Income);
184 m_showRowTotals = true; 213​ m_showRowTotals = true;
185 } 214​ }
186 //FIXME take this out once we have sorted out all issues regarding budget of assets and liabilities -- asoliverez@gmail.com 215​ //FIXME take this out once we have sorted out all issues regarding budget of assets and liabilities -- asoliverez@gmail.com
187 if (_rt == MyMoneyReport::eBudget || _rt == MyMoneyReport::eBudgetActual) { 216​ if (_rt == MyMoneyReport::Row::Budget || _rt == MyMoneyReport::Row::BudgetActual) {
188 addAccountGroup(MyMoneyAccount::Expense); 217​ addAccountGroup(MyMoneyAccount::Expense);
189 addAccountGroup(MyMoneyAccount::Income); 218​ addAccountGroup(MyMoneyAccount::Income);
190 } 219​ }
191 if (_rt == MyMoneyReport::eAccountInfo) { 220​ if (_rt == MyMoneyReport::Row::AccountInfo) {
192 addAccountGroup(MyMoneyAccount::Asset); 221​ addAccountGroup(MyMoneyAccount::Asset);
193 addAccountGroup(MyMoneyAccount::Liability); 222​ addAccountGroup(MyMoneyAccount::Liability);
194 } 223​ }
195 //cash flow reports show splits for all account groups 224​ //cash flow reports show splits for all account groups
196 if (_rt == MyMoneyReport::eCashFlow) { 225​ if (_rt == MyMoneyReport::Row::CashFlow) {
197 addAccountGroup(MyMoneyAccount::Expense); 226​ addAccountGroup(MyMoneyAccount::Expense);
198 addAccountGroup(MyMoneyAccount::Income); 227​ addAccountGroup(MyMoneyAccount::Income);
199 addAccountGroup(MyMoneyAccount::Asset); 228​ addAccountGroup(MyMoneyAccount::Asset);
200 addAccountGroup(MyMoneyAccount::Liability); 229​ addAccountGroup(MyMoneyAccount::Liability);
201 } 230​ }
202#ifdef DEBUG_REPORTS 231​#ifdef DEBUG_REPORTS
203 QDebug dbg = qDebug(); 232​ QDebug dbg = qDebug();
204 dbg << _name << toString(_rt) << Report::toString(m_reportType); 233​ dbg << _name << Row::toString(_rt) << Report::toString(m_reportType);
205 foreach(const MyMoneyAccount::accountTypeE accountType, m_accountGroups) 234​ foreach(const MyMoneyAccount::accountTypeE accountType, m_accountGroups)
206 dbg << MyMoneyAccount::accountTypeToString(accountType); 235​ dbg << MyMoneyAccount::accountTypeToString(accountType);
207 if (m_accounts.size() > 0) 236​ if (m_accounts.size() > 0)
208 dbg << m_accounts; 237​ dbg << m_accounts;
209#endif 238​#endif
210} 239​}
211 240​
212MyMoneyReport::MyMoneyReport(const QDomElement& node) : 241​MyMoneyReport::MyMoneyReport(const QDomElement& node) :
▲ Show 20 Lines • Show All 53 Lines • ▼ Show 20 Line(s)294 if (!_db.isValid())
266 _db = tmpBegin; 295​ _db = tmpBegin;
267 if (!_de.isValid()) 296​ if (!_de.isValid())
268 _de = tmpEnd; 297​ _de = tmpEnd;
269 } 298​ }
270 if (_db > _de) 299​ if (_db > _de)
271 _db = _de; 300​ _db = _de;
272} 301​}
273 302​
274void MyMoneyReport::setRowType(ERowType _rt) 303​void MyMoneyReport::setRowType(Row::Type _rt)
275{ 304​{
276 m_rowType = _rt; 305​ m_rowType = _rt;
277 m_reportType = Report::kTypeArray[_rt]; 306​ m_reportType = Report::kTypeArray[_rt];
278 307​
279 m_accountGroupFilter = false; 308​ m_accountGroupFilter = false;
280 m_accountGroups.clear(); 309​ m_accountGroups.clear();
281 310​
282 if (_rt == MyMoneyReport::eAssetLiability) { 311​ if (_rt == MyMoneyReport::Row::AssetLiability) {
283 addAccountGroup(MyMoneyAccount::Asset); 312​ addAccountGroup(MyMoneyAccount::Asset);
284 addAccountGroup(MyMoneyAccount::Liability); 313​ addAccountGroup(MyMoneyAccount::Liability);
285 } 314​ }
286 if (_rt == MyMoneyReport::eExpenseIncome) { 315​ if (_rt == MyMoneyReport::Row::ExpenseIncome) {
287 addAccountGroup(MyMoneyAccount::Expense); 316​ addAccountGroup(MyMoneyAccount::Expense);
288 addAccountGroup(MyMoneyAccount::Income); 317​ addAccountGroup(MyMoneyAccount::Income);
289 } 318​ }
290} 319​}
291 320​
292bool MyMoneyReport::accountGroups(QList<MyMoneyAccount::accountTypeE>& list) const 321​bool MyMoneyReport::accountGroups(QList<MyMoneyAccount::accountTypeE>& list) const
293 322​
294{ 323​{
Show All 18 Lines337{
313 m_accountGroupFilter = true; 342​ m_accountGroupFilter = true;
314 if (type != MyMoneyAccount::UnknownAccountType) 343​ if (type != MyMoneyAccount::UnknownAccountType)
315 m_accountGroups.push_back(type); 344​ m_accountGroups.push_back(type);
316} 345​}
317 346​
318bool MyMoneyReport::includesAccountGroup(MyMoneyAccount::accountTypeE type) const 347​bool MyMoneyReport::includesAccountGroup(MyMoneyAccount::accountTypeE type) const
319{ 348​{
320 bool result = (! m_accountGroupFilter) 349​ bool result = (! m_accountGroupFilter)
321 || (isIncludingTransfers() && m_rowType == MyMoneyReport::eExpenseIncome) 350​ || (isIncludingTransfers() && m_rowType == MyMoneyReport::Row::ExpenseIncome)
322 || m_accountGroups.contains(type); 351​ || m_accountGroups.contains(type);
323 352​
324 return result; 353​ return result;
325} 354​}
326 355​
327bool MyMoneyReport::includes(const MyMoneyAccount& acc) const 356​bool MyMoneyReport::includes(const MyMoneyAccount& acc) const
328{ 357​{
329 bool result = false; 358​ bool result = false;
330 359​
331 if (includesAccountGroup(acc.accountGroup())) { 360​ if (includesAccountGroup(acc.accountGroup())) {
332 switch (acc.accountGroup()) { 361​ switch (acc.accountGroup()) {
333 case MyMoneyAccount::Income: 362​ case MyMoneyAccount::Income:
334 case MyMoneyAccount::Expense: 363​ case MyMoneyAccount::Expense:
335 if (isTax()) 364​ if (isTax())
336 result = (acc.value("Tax") == "Yes") && includesCategory(acc.id()); 365​ result = (acc.value("Tax") == "Yes") && includesCategory(acc.id());
337 else 366​ else
338 result = includesCategory(acc.id()); 367​ result = includesCategory(acc.id());
339 break; 368​ break;
340 case MyMoneyAccount::Asset: 369​ case MyMoneyAccount::Asset:
341 case MyMoneyAccount::Liability: 370​ case MyMoneyAccount::Liability:
342 if (isLoansOnly()) 371​ if (isLoansOnly())
343 result = acc.isLoan() && includesAccount(acc.id()); 372​ result = acc.isLoan() && includesAccount(acc.id());
344 else if (isInvestmentsOnly()) 373​ else if (isInvestmentsOnly())
345 result = acc.isInvest() && includesAccount(acc.id()); 374​ result = acc.isInvest() && includesAccount(acc.id());
346 else if (isIncludingTransfers() && m_rowType == MyMoneyReport::eExpenseIncome) 375​ else if (isIncludingTransfers() && m_rowType == MyMoneyReport::Row::ExpenseIncome)
347 // If transfers are included, ONLY include this account if it is NOT 376​ // If transfers are included, ONLY include this account if it is NOT
348 // included in the report itself!! 377​ // included in the report itself!!
349 result = ! includesAccount(acc.id()); 378​ result = ! includesAccount(acc.id());
350 else 379​ else
351 result = includesAccount(acc.id()); 380​ result = includesAccount(acc.id());
352 break; 381​ break;
353 default: 382​ default:
354 result = includesAccount(acc.id()); 383​ result = includesAccount(acc.id());
▲ Show 20 Lines • Show All 366 Lines • ▼ Show 20 Line(s)749 if (!ok) {
721 i = kDateLockText.indexOf(datelockstr); 750​ i = kDateLockText.indexOf(datelockstr);
722 if (i == -1) 751​ if (i == -1)
723 i = userDefined; 752​ i = userDefined;
724 } 753​ }
725 setDateFilter(static_cast<dateOptionE>(i)); 754​ setDateFilter(static_cast<dateOptionE>(i));
726 755​
727 i = kRowTypeText.indexOf(e.attribute("rowtype", "expenseincome")); 756​ i = kRowTypeText.indexOf(e.attribute("rowtype", "expenseincome"));
728 if (i != -1) { 757​ if (i != -1) {
729 setRowType(static_cast<ERowType>(i)); 758​ setRowType(static_cast<Row::Type>(i));
730 // recent versions of KMyMoney always showed a total column for 759​ // recent versions of KMyMoney always showed a total column for
731 // income/expense reports. We turn it on for backward compatibility 760​ // income/expense reports. We turn it on for backward compatibility
732 // here. If the total column is turned off, the flag will be reset 761​ // here. If the total column is turned off, the flag will be reset
733 // in the next step 762​ // in the next step
734 if (i == eExpenseIncome) 763​ if (i == Row::ExpenseIncome)
735 m_showRowTotals = true; 764​ m_showRowTotals = true;
736 } 765​ }
737 if (e.hasAttribute("showrowtotals")) 766​ if (e.hasAttribute("showrowtotals"))
738 m_showRowTotals = e.attribute("showrowtotals").toUInt(); 767​ m_showRowTotals = e.attribute("showrowtotals").toUInt();
739 768​
740 i = Column::kTypeText.indexOf(e.attribute("columntype", "months")); 769​ i = Column::kTypeText.indexOf(e.attribute("columntype", "months"));
741 if (i != -1) 770​ if (i != -1)
742 setColumnType(static_cast<Column::Type>(i)); 771​ setColumnType(static_cast<Column::Type>(i));
▲ Show 20 Lines • Show All 89 Lines • ▼ Show 20 Line(s)
832} 861​}
833 862​
834int MyMoneyReport::m_lineWidth = 2; 863​int MyMoneyReport::m_lineWidth = 2;
835 864​
836void MyMoneyReport::setLineWidth(int width) 865​void MyMoneyReport::setLineWidth(int width)
837{ 866​{
838 m_lineWidth = width; 867​ m_lineWidth = width;
839} 868​}
840 ​
841QString MyMoneyReport::toString(ERowType type) ​
842{ ​
843 switch(type) { ​
844 case eNoRows : return "eNoRows"; ​
845 case eAssetLiability : return "eAssetLiability"; ​
846 case eExpenseIncome : return "eExpenseIncome"; ​
847 case eCategory : return "eCategory"; ​
848 case eTopCategory : return "eTopCategory"; ​
849 case eAccount : return "eAccount"; ​
850 case eTag : return "eTag"; ​
851 case ePayee : return "ePayee"; ​
852 case eMonth : return "eMonth"; ​
853 case eWeek : return "eWeek"; ​
854 case eTopAccount : return "eTopAccount"; ​
855 case eAccountByTopAccount: return "eAccountByTopAccount"; ​
856 case eEquityType : return "eEquityType"; ​
857 case eAccountType : return "eAccountType"; ​
858 case eInstitution : return "eInstitution"; ​
859 case eBudget : return "eBudget"; ​
860 case eBudgetActual : return "eBudgetActual"; ​
861 case eSchedule : return "eSchedule"; ​
862 case eAccountInfo : return "eAccountInfo"; ​
863 case eAccountLoanInfo : return "eAccountLoanInfo"; ​
864 case eAccountReconcile : return "eAccountReconcile"; ​
865 case eCashFlow : return "eCashFlow"; ​
866 default : return "undefined"; ​
867 } ​
868} ​