Differential D11163 Diff 29044 kmymoney/reports/pivottable.cpp

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kmymoney/reports/pivottable.cpp

Show First 20 Lines • Show All 130 Lines • ▼ Show 20 Line(s)100{
131 m_numColumns = columnValue(m_endDate) - columnValue(m_beginDate) + 1 + m_startColumn; // 1 for m_beginDate values and m_startColumn for opening balance values 131​ m_numColumns = columnValue(m_endDate) - columnValue(m_beginDate) + 1 + m_startColumn; // 1 for m_beginDate values and m_startColumn for opening balance values
132 132​
133 //Load what types of row the report is going to show 133​ //Load what types of row the report is going to show
134 loadRowTypeList(); 134​ loadRowTypeList();
135 135​
136 // 136​ //
137 // Initialize outer groups of the grid 137​ // Initialize outer groups of the grid
138 // 138​ //
139 if (m_config.rowType() == MyMoneyReport::eAssetLiability) { 139​ if (m_config.rowType() == MyMoneyReport::Row::AssetLiability) {
140 m_grid.insert(MyMoneyAccount::accountTypeToString(eMyMoney::Account::Type::Asset), PivotOuterGroup(m_numColumns)); 140​ m_grid.insert(MyMoneyAccount::accountTypeToString(eMyMoney::Account::Type::Asset), PivotOuterGroup(m_numColumns));
141 m_grid.insert(MyMoneyAccount::accountTypeToString(eMyMoney::Account::Type::Liability), PivotOuterGroup(m_numColumns, PivotOuterGroup::m_kDefaultSortOrder, true /* inverted */)); 141​ m_grid.insert(MyMoneyAccount::accountTypeToString(eMyMoney::Account::Type::Liability), PivotOuterGroup(m_numColumns, PivotOuterGroup::m_kDefaultSortOrder, true /* inverted */));
142 } else { 142​ } else {
143 m_grid.insert(MyMoneyAccount::accountTypeToString(eMyMoney::Account::Type::Income), PivotOuterGroup(m_numColumns, PivotOuterGroup::m_kDefaultSortOrder - 2)); 143​ m_grid.insert(MyMoneyAccount::accountTypeToString(eMyMoney::Account::Type::Income), PivotOuterGroup(m_numColumns, PivotOuterGroup::m_kDefaultSortOrder - 2));
144 m_grid.insert(MyMoneyAccount::accountTypeToString(eMyMoney::Account::Type::Expense), PivotOuterGroup(m_numColumns, PivotOuterGroup::m_kDefaultSortOrder - 1, true /* inverted */)); 144​ m_grid.insert(MyMoneyAccount::accountTypeToString(eMyMoney::Account::Type::Expense), PivotOuterGroup(m_numColumns, PivotOuterGroup::m_kDefaultSortOrder - 1, true /* inverted */));
145 // 145​ //
146 // Create rows for income/expense reports with all accounts included 146​ // Create rows for income/expense reports with all accounts included
147 // 147​ //
▲ Show 20 Lines • Show All 99 Lines • ▼ Show 20 Line(s)216 while (it_schedule != schedules.constEnd()) {
247 } 247​ }
248 248​
249 ++it_schedule; 249​ ++it_schedule;
250 } 250​ }
251 } 251​ }
252 252​
253 // whether asset & liability transactions are actually to be considered 253​ // whether asset & liability transactions are actually to be considered
254 // transfers 254​ // transfers
255 bool al_transfers = (m_config.rowType() == MyMoneyReport::eExpenseIncome) && (m_config.isIncludingTransfers()); 255​ bool al_transfers = (m_config.rowType() == MyMoneyReport::Row::ExpenseIncome) && (m_config.isIncludingTransfers());
256 256​
257 //this is to store balance for loan accounts when not included in the report 257​ //this is to store balance for loan accounts when not included in the report
258 QMap<QString, MyMoneyMoney> loanBalances; 258​ QMap<QString, MyMoneyMoney> loanBalances;
259 259​
260 QList<MyMoneyTransaction>::const_iterator it_transaction = transactions.constBegin(); 260​ QList<MyMoneyTransaction>::const_iterator it_transaction = transactions.constBegin();
261 int colofs = columnValue(m_beginDate) - m_startColumn; 261​ int colofs = columnValue(m_beginDate) - m_startColumn;
262 while (it_transaction != transactions.constEnd()) { 262​ while (it_transaction != transactions.constEnd()) {
263 MyMoneyTransaction tx = (*it_transaction); 263​ MyMoneyTransaction tx = (*it_transaction);
▲ Show 20 Lines • Show All 650 Lines • ▼ Show 20 Line(s)912 case MyMoneyBudget::AccountGroup::eYearly:
914 value /= MyMoneyMoney(12, 1); 914​ value /= MyMoneyMoney(12, 1);
915 // intentional fall through 915​ // intentional fall through
916 916​
917 case MyMoneyBudget::AccountGroup::eNone: 917​ case MyMoneyBudget::AccountGroup::eNone:
918 case MyMoneyBudget::AccountGroup::eMax: 918​ case MyMoneyBudget::AccountGroup::eMax:
919 case MyMoneyBudget::AccountGroup::eMonthly: 919​ case MyMoneyBudget::AccountGroup::eMonthly:
920 // place the single monthly value in each column of the report 920​ // place the single monthly value in each column of the report
921 // only add the value if columns are monthly or longer 921​ // only add the value if columns are monthly or longer
922 if (m_config.columnType() == MyMoneyReport::eBiMonths 922​ if (m_config.columnType() == MyMoneyReport::Column::BiMonths
923 || m_config.columnType() == MyMoneyReport::eMonths 923​ || m_config.columnType() == MyMoneyReport::Column::Months
924 || m_config.columnType() == MyMoneyReport::eYears 924​ || m_config.columnType() == MyMoneyReport::Column::Years
925 || m_config.columnType() == MyMoneyReport::eQuarters) { 925​ || m_config.columnType() == MyMoneyReport::Column::Quarters) {
926 QDate budgetDate = budget.budgetStart(); 926​ QDate budgetDate = budget.budgetStart();
927 while (column < m_numColumns && budget.budgetStart().addYears(1) > budgetDate) { 927​ while (column < m_numColumns && budget.budgetStart().addYears(1) > budgetDate) {
928 //only show budget values if the budget year and the column date match 928​ //only show budget values if the budget year and the column date match
929 //no currency conversion is done here because that is done for all columns later 929​ //no currency conversion is done here because that is done for all columns later
930 if (budgetDate > columnDate(column)) { 930​ if (budgetDate > columnDate(column)) {
931 ++column; 931​ ++column;
932 } else { 932​ } else {
933 if (budgetDate >= m_beginDate.addDays(-m_beginDate.day() + 1) 933​ if (budgetDate >= m_beginDate.addDays(-m_beginDate.day() + 1)
Show All 11 Lines943 case MyMoneyBudget::AccountGroup::eMonthByMonth:
945 // budget periods are supposed to come in order just like columns 945​ // budget periods are supposed to come in order just like columns
946 { 946​ {
947 QMap<QDate, MyMoneyBudget::PeriodGroup>::const_iterator it_period = periods.begin(); 947​ QMap<QDate, MyMoneyBudget::PeriodGroup>::const_iterator it_period = periods.begin();
948 while (it_period != periods.end() && column < m_numColumns) { 948​ while (it_period != periods.end() && column < m_numColumns) {
949 if ((*it_period).startDate() > columnDate(column)) { 949​ if ((*it_period).startDate() > columnDate(column)) {
950 ++column; 950​ ++column;
951 } else { 951​ } else {
952 switch (m_config.columnType()) { 952​ switch (m_config.columnType()) {
953 case MyMoneyReport::eYears: 953​ case MyMoneyReport::Column::Years:
954 case MyMoneyReport::eBiMonths: 954​ case MyMoneyReport::Column::BiMonths:
955 case MyMoneyReport::eQuarters: 955​ case MyMoneyReport::Column::Quarters:
956 case MyMoneyReport::eMonths: { 956​ case MyMoneyReport::Column::Months: {
957 if ((*it_period).startDate() >= m_beginDate.addDays(-m_beginDate.day() + 1) 957​ if ((*it_period).startDate() >= m_beginDate.addDays(-m_beginDate.day() + 1)
958 && (*it_period).startDate() <= m_endDate.addDays(m_endDate.daysInMonth() - m_endDate.day()) 958​ && (*it_period).startDate() <= m_endDate.addDays(m_endDate.daysInMonth() - m_endDate.day())
959 && (*it_period).startDate() > (columnDate(column).addMonths(-m_config.columnType()))) { 959​ && (*it_period).startDate() > (columnDate(column).addMonths(-m_config.columnType()))) {
960 //no currency conversion is done here because that is done for all columns later 960​ //no currency conversion is done here because that is done for all columns later
961 value = (*it_period).amount() * reverse; 961​ value = (*it_period).amount() * reverse;
962 assignCell(outergroup, splitAccount, column, value, true /*budget*/); 962​ assignCell(outergroup, splitAccount, column, value, true /*budget*/);
963 } 963​ }
964 ++it_period; 964​ ++it_period;
▲ Show 20 Lines • Show All 201 Lines • ▼ Show 20 Line(s)1113 while (it_innergroup != (*it_outergroup).end()) {
1166 1166​
1167 ++it_innergroup; 1167​ ++it_innergroup;
1168 } 1168​ }
1169 1169​
1170 // 1170​ //
1171 // Outer Row Group Totals 1171​ // Outer Row Group Totals
1172 // 1172​ //
1173 1173​
1174 const bool isIncomeExpense = (m_config.rowType() == MyMoneyReport::eExpenseIncome); 1174​ const bool isIncomeExpense = (m_config.rowType() == MyMoneyReport::Row::ExpenseIncome);
1175 const bool invert_total = (*it_outergroup).m_inverted; 1175​ const bool invert_total = (*it_outergroup).m_inverted;
1176 auto column = 0; 1176​ auto column = 0;
1177 while (column < m_numColumns) { 1177​ while (column < m_numColumns) {
1178 for (int i = 0; i < m_rowTypeList.size(); ++i) { 1178​ for (int i = 0; i < m_rowTypeList.size(); ++i) {
1179 if (m_grid.m_total[ m_rowTypeList[i] ].count() <= column) 1179​ if (m_grid.m_total[ m_rowTypeList[i] ].count() <= column)
1180 throw MYMONEYEXCEPTION(QString("Column %1 out of grid range (%2) in PivotTable::calculateTotals, grid totals").arg(column).arg((*it_innergroup).m_total[ m_rowTypeList[i] ].count())); 1180​ throw MYMONEYEXCEPTION(QString("Column %1 out of grid range (%2) in PivotTable::calculateTotals, grid totals").arg(column).arg((*it_innergroup).m_total[ m_rowTypeList[i] ].count()));
1181 1181​
1182 //calculate actual totals 1182​ //calculate actual totals
▲ Show 20 Lines • Show All 834 Lines • ▼ Show 20 Line(s)2000{
2017 2017​
2018 //adjust history dates if beginning date is before today 2018​ //adjust history dates if beginning date is before today
2019 if (m_beginDate < QDate::currentDate()) { 2019​ if (m_beginDate < QDate::currentDate()) {
2020 forecast.setHistoryEndDate(m_beginDate.addDays(-1)); 2020​ forecast.setHistoryEndDate(m_beginDate.addDays(-1));
2021 forecast.setHistoryStartDate(forecast.historyEndDate().addDays(-forecast.accountsCycle()*forecast.forecastCycles())); 2021​ forecast.setHistoryStartDate(forecast.historyEndDate().addDays(-forecast.accountsCycle()*forecast.forecastCycles()));
2022 } 2022​ }
2023 2023​
2024 //run forecast 2024​ //run forecast
2025 if (m_config.rowType() == MyMoneyReport::eAssetLiability) { //asset and liability 2025​ if (m_config.rowType() == MyMoneyReport::Row::AssetLiability) { //asset and liability
2026 forecast.doForecast(); 2026​ forecast.doForecast();
2027 } else { //income and expenses 2027​ } else { //income and expenses
2028 MyMoneyBudget budget; 2028​ MyMoneyBudget budget;
2029 forecast.createBudget(budget, m_beginDate.addYears(-1), m_beginDate.addDays(-1), m_beginDate, m_endDate, false); 2029​ forecast.createBudget(budget, m_beginDate.addYears(-1), m_beginDate.addDays(-1), m_beginDate, m_endDate, false);
2030 } 2030​ }
2031 2031​
2032 //go through the data and add forecast 2032​ //go through the data and add forecast
2033 PivotGrid::iterator it_outergroup = m_grid.begin(); 2033​ PivotGrid::iterator it_outergroup = m_grid.begin();
▲ Show 20 Lines • Show All 90 Lines • ▼ Show 20 Line(s)2119{
2124 while (it_outergroup != m_grid.end()) { 2124​ while (it_outergroup != m_grid.end()) {
2125 PivotOuterGroup::iterator it_innergroup = (*it_outergroup).begin(); 2125​ PivotOuterGroup::iterator it_innergroup = (*it_outergroup).begin();
2126 while (it_innergroup != (*it_outergroup).end()) { 2126​ while (it_innergroup != (*it_outergroup).end()) {
2127 PivotInnerGroup::iterator it_row = (*it_innergroup).begin(); 2127​ PivotInnerGroup::iterator it_row = (*it_innergroup).begin();
2128 while (it_row != (*it_innergroup).end()) { 2128​ while (it_row != (*it_innergroup).end()) {
2129 int column = m_startColumn; 2129​ int column = m_startColumn;
2130 2130​
2131 //check whether columns are days or months 2131​ //check whether columns are days or months
2132 if (m_config.columnType() == MyMoneyReport::eDays) { 2132​ if (m_config.columnType() == MyMoneyReport::Column::Days) {
2133 while (column < m_numColumns) { 2133​ while (column < m_numColumns) {
2134 MyMoneyMoney totalPrice = MyMoneyMoney(); 2134​ MyMoneyMoney totalPrice = MyMoneyMoney();
2135 2135​
2136 QDate averageStart = columnDate(column).addDays(-delta); 2136​ QDate averageStart = columnDate(column).addDays(-delta);
2137 QDate averageEnd = columnDate(column).addDays(delta); 2137​ QDate averageEnd = columnDate(column).addDays(delta);
2138 for (QDate averageDate = averageStart; averageDate <= averageEnd; averageDate = averageDate.addDays(1)) { 2138​ for (QDate averageDate = averageStart; averageDate <= averageEnd; averageDate = averageDate.addDays(1)) {
2139 if (m_config.isConvertCurrency()) { 2139​ if (m_config.isConvertCurrency()) {
2140 totalPrice += it_row.key().deepCurrencyPrice(averageDate) * it_row.key().baseCurrencyPrice(averageDate); 2140​ totalPrice += it_row.key().deepCurrencyPrice(averageDate) * it_row.key().baseCurrencyPrice(averageDate);
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2155 } 2155​ }
2156 } else { 2156​ } else {
2157 //if columns are months 2157​ //if columns are months
2158 while (column < m_numColumns) { 2158​ while (column < m_numColumns) {
2159 QDate averageStart = columnDate(column); 2159​ QDate averageStart = columnDate(column);
2160 2160​
2161 //set the right start date depending on the column type 2161​ //set the right start date depending on the column type
2162 switch (m_config.columnType()) { 2162​ switch (m_config.columnType()) {
2163 case MyMoneyReport::eYears: { 2163​ case MyMoneyReport::Column::Years: {
2164 averageStart = QDate(columnDate(column).year(), 1, 1); 2164​ averageStart = QDate(columnDate(column).year(), 1, 1);
2165 break; 2165​ break;
2166 } 2166​ }
2167 case MyMoneyReport::eBiMonths: { 2167​ case MyMoneyReport::Column::BiMonths: {
2168 averageStart = QDate(columnDate(column).year(), columnDate(column).month(), 1).addMonths(-1); 2168​ averageStart = QDate(columnDate(column).year(), columnDate(column).month(), 1).addMonths(-1);
2169 break; 2169​ break;
2170 } 2170​ }
2171 case MyMoneyReport::eQuarters: { 2171​ case MyMoneyReport::Column::Quarters: {
2172 averageStart = QDate(columnDate(column).year(), columnDate(column).month(), 1).addMonths(-1); 2172​ averageStart = QDate(columnDate(column).year(), columnDate(column).month(), 1).addMonths(-1);
2173 break; 2173​ break;
2174 } 2174​ }
2175 case MyMoneyReport::eMonths: { 2175​ case MyMoneyReport::Column::Months: {
2176 averageStart = QDate(columnDate(column).year(), columnDate(column).month(), 1); 2176​ averageStart = QDate(columnDate(column).year(), columnDate(column).month(), 1);
2177 break; 2177​ break;
2178 } 2178​ }
2179 case MyMoneyReport::eWeeks: { 2179​ case MyMoneyReport::Column::Weeks: {
2180 averageStart = columnDate(column).addDays(-columnDate(column).dayOfWeek() + 1); 2180​ averageStart = columnDate(column).addDays(-columnDate(column).dayOfWeek() + 1);
2181 break; 2181​ break;
2182 } 2182​ }
2183 default: 2183​ default:
2184 break; 2184​ break;
2185 } 2185​ }
2186 2186​
2187 //gather the actual data and calculate the average 2187​ //gather the actual data and calculate the average
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