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authortpearson <tpearson@283d02a7-25f6-0310-bc7c-ecb5cbfe19da>2011-07-04 22:38:03 +0000
committertpearson <tpearson@283d02a7-25f6-0310-bc7c-ecb5cbfe19da>2011-07-04 22:38:03 +0000
commitdadc34655c3ab961b0b0b94a10eaaba710f0b5e8 (patch)
tree99e72842fe687baea16376a147619b6048d7e441 /kmymoney2/dialogs/knewloanwizard.cpp
downloadkmymoney-dadc34655c3ab961b0b0b94a10eaaba710f0b5e8.tar.gz
kmymoney-dadc34655c3ab961b0b0b94a10eaaba710f0b5e8.zip
Added kmymoney
git-svn-id: svn://anonsvn.kde.org/home/kde/branches/trinity/applications/kmymoney@1239792 283d02a7-25f6-0310-bc7c-ecb5cbfe19da
Diffstat (limited to 'kmymoney2/dialogs/knewloanwizard.cpp')
-rw-r--r--kmymoney2/dialogs/knewloanwizard.cpp1088
1 files changed, 1088 insertions, 0 deletions
diff --git a/kmymoney2/dialogs/knewloanwizard.cpp b/kmymoney2/dialogs/knewloanwizard.cpp
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+++ b/kmymoney2/dialogs/knewloanwizard.cpp
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+/***************************************************************************
+ knewloanwizard.cpp - description
+ -------------------
+ begin : Wed Oct 8 2003
+ copyright : (C) 2000-2003 by Michael Edwardes
+ email : mte@users.sourceforge.net
+ Javier Campos Morales <javi_c@users.sourceforge.net>
+ Felix Rodriguez <frodriguez@users.sourceforge.net>
+ John C <thetacoturtle@users.sourceforge.net>
+ Thomas Baumgart <ipwizard@users.sourceforge.net>
+ Kevin Tambascio <ktambascio@users.sourceforge.net>
+ ***************************************************************************/
+
+/***************************************************************************
+ * *
+ * This program is free software; you can redistribute it and/or modify *
+ * it under the terms of the GNU General Public License as published by *
+ * the Free Software Foundation; either version 2 of the License, or *
+ * (at your option) any later version. *
+ * *
+ ***************************************************************************/
+
+#include <math.h>
+
+// ----------------------------------------------------------------------------
+// QT Includes
+
+#include <qradiobutton.h>
+#include <qcheckbox.h>
+#include <qlabel.h>
+
+// ----------------------------------------------------------------------------
+// KDE Includes
+
+#include <klocale.h>
+#include <kpushbutton.h>
+#include <knuminput.h>
+#include <kmessagebox.h>
+#include <kiconloader.h>
+#include <kguiitem.h>
+
+// ----------------------------------------------------------------------------
+// Project Includes
+
+#include "knewloanwizard.h"
+
+#include "../kmymoneyutils.h"
+#include <kmymoney/kmymoneylineedit.h>
+#include <kmymoney/kmymoneydateinput.h>
+#include <kmymoney/kmymoneyedit.h>
+#include <kmymoney/kmymoneyaccountselector.h>
+#include "../widgets/kmymoneycombo.h"
+
+#include "../dialogs/knewaccountdlg.h"
+#include "../dialogs/ksplittransactiondlg.h"
+
+#include "../mymoney/mymoneyfinancialcalculator.h"
+#include "../mymoney/mymoneyfile.h"
+
+#include "../kmymoney2.h"
+
+KNewLoanWizard::KNewLoanWizard(QWidget *parent, const char *name ) :
+ KNewLoanWizardDecl(parent, name, true)
+{
+ connect(m_borrowButton, SIGNAL(clicked()), this, SLOT(slotLiabilityLoan()));
+ connect(m_lendButton, SIGNAL(clicked()), this, SLOT(slotAssetLoan()));
+
+ connect(m_nameEdit, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPageFinished()));
+ // connect(m_payeeEdit, SIGNAL(newPayee(const QString&)), this, SLOT(slotNewPayee(const QString&)));
+ connect(m_payeeEdit, SIGNAL(createItem(const QString&, QString&)), this, SIGNAL(createPayee(const QString&, QString&)));
+
+ connect(m_previousPaymentButton, SIGNAL(clicked()), this, SLOT(slotPaymentsMade()));
+ connect(m_noPreviousPaymentButton, SIGNAL(clicked()), this, SLOT(slotNoPaymentsMade()));
+
+ connect(m_allPaymentsButton, SIGNAL(clicked()), this, SLOT(slotRecordAllPayments()));
+ connect(m_thisYearPaymentButton, SIGNAL(clicked()), this, SLOT(slotRecordThisYearsPayments()));
+
+ connect(m_firstDueDateEdit, SIGNAL(dateChanged(const QDate&)), this, SLOT(slotCheckPageFinished()));
+
+ connect(m_interestOnPaymentButton, SIGNAL(clicked()), this, SLOT(slotInterestOnPayment()));
+ connect(m_interestOnReceptionButton, SIGNAL(clicked()), this, SLOT(slotInterestOnReception()));
+
+ connect(m_loanAmountEdit, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPageFinished()));
+
+ connect(m_interestAccountEdit, SIGNAL(stateChanged()), this, SLOT(slotCheckPageFinished()));
+
+ connect(m_nextDueDateEdit, SIGNAL(dateChanged(const QDate&)), this, SLOT(slotCheckPageFinished()));
+ connect(m_paymentAccountEdit, SIGNAL(stateChanged()), this, SLOT(slotCheckPageFinished()));
+
+ connect(m_assetAccountEdit, SIGNAL(stateChanged()), this, SLOT(slotCheckPageFinished()));
+ connect(m_dontCreatePayoutCheckBox, SIGNAL(clicked()), this, SLOT(slotCheckPageFinished()));
+
+ connect(MyMoneyFile::instance(), SIGNAL(dataChanged()), this, SLOT(slotReloadEditWidgets()));
+
+ loadComboBoxes();
+
+ resetCalculator();
+
+ slotReloadEditWidgets();
+
+ // As default we assume a liability loan, with fixed interest rate,
+ // with a first payment due on the 30th of this month. All payments
+ // should be recorded and none have been made so far.
+ m_dontCreatePayoutCheckBox->setChecked(false);
+ m_borrowButton->animateClick();
+ m_fixedInterestButton->animateClick();
+ m_noPreviousPaymentButton->animateClick();
+ m_allPaymentsButton->animateClick();
+ m_interestOnReceptionButton->animateClick();
+
+ m_interestFrequencyAmountEdit->setValue(1);
+ m_interestFrequencyUnitEdit->setCurrentItem(static_cast<int>(MyMoneyAccountLoan::changeYearly));
+ m_paymentFrequencyUnitEdit->setCurrentItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_MONTHLY)));
+ m_firstDueDateEdit->loadDate(QDate(QDate::currentDate().year(),QDate::currentDate().month(),30));
+
+ m_paymentAccountEdit->removeButtons();
+ m_assetAccountEdit->removeButtons();
+ m_interestAccountEdit->removeButtons();
+
+ // load button icons
+ KIconLoader* il = KGlobal::iconLoader();
+ KGuiItem createCategoryButtenItem( i18n( "&Create..." ),
+ QIconSet(il->loadIcon("filenew", KIcon::Small, KIcon::SizeSmall)),
+ i18n("Create a new category"),
+ i18n("Use this to open the new account editor"));
+ m_createCategoryButton->setGuiItem(createCategoryButtenItem);
+ connect(m_createCategoryButton, SIGNAL(clicked()), this, SLOT(slotCreateCategory()));
+
+ KGuiItem additionalFeeButtenItem( i18n( "&Additional fees..." ),
+ 0, //QIconSet(il->loadIcon("filenew", KIcon::Small, KIcon::SizeSmall)),
+ i18n("Enter additional fees"),
+ i18n("Use this to add any additional fees other than principal and interest contained in your periodical payments."));
+ m_additionalFeeButton->setGuiItem(additionalFeeButtenItem);
+ connect(m_additionalFeeButton, SIGNAL(clicked()), this, SLOT(slotAdditionalFees()));
+
+ KGuiItem createAssetButtenItem( i18n( "&Create..." ),
+ QIconSet(il->loadIcon("filenew", KIcon::Small, KIcon::SizeSmall)),
+ i18n("Create a new asset account"),
+ i18n("Use this to create a new account to which the initial payment should be made"));
+ m_createNewAssetButton->setGuiItem(createAssetButtenItem);
+ connect(m_createNewAssetButton, SIGNAL(clicked()), kmymoney2, SLOT(slotAccountNew()));
+
+ // enable the finish button on the last page
+ setFinishEnabled(m_summaryPage, true);
+
+ // FIXME: we currently only support interest calculation on reception
+ setAppropriate(m_interestCalculationPage, false);
+
+ // turn off all pages that are contained here for derived classes
+ setAppropriate(m_editIntroPage, false);
+ setAppropriate(m_editSelectionPage, false);
+ setAppropriate(m_effectiveDatePage, false);
+ setAppropriate(m_paymentEditPage, false);
+ setAppropriate(m_interestEditPage, false);
+ setAppropriate(m_summaryEditPage, false);
+
+ // for now, we don't have online help :-(
+ helpButton()->hide();
+
+ // setup a phony transaction for additional fee processing
+ m_account = MyMoneyAccount("Phony-ID", MyMoneyAccount());
+ m_split.setAccountId(m_account.id());
+ m_split.setValue(0);
+ m_transaction.addSplit(m_split);
+}
+
+KNewLoanWizard::~KNewLoanWizard()
+{
+}
+
+void KNewLoanWizard::resetCalculator(void)
+{
+ m_loanAmount1->setText(QString());
+ m_interestRate1->setText(QString());
+ m_duration1->setText(QString());
+ m_payment1->setText(QString());
+ m_balloon1->setText(QString());
+
+ m_loanAmount2->setText(QString());
+ m_interestRate2->setText(QString());
+ m_duration2->setText(QString());
+ m_payment2->setText(QString());
+ m_balloon2->setText(QString());
+
+ m_loanAmount3->setText(QString());
+ m_interestRate3->setText(QString());
+ m_duration3->setText(QString());
+ m_payment3->setText(QString());
+ m_balloon3->setText(QString());
+
+ m_loanAmount4->setText(QString());
+ m_interestRate4->setText(QString());
+ m_duration4->setText(QString());
+ m_payment4->setText(QString());
+ m_balloon4->setText(QString());
+
+ m_loanAmount5->setText(QString());
+ m_interestRate5->setText(QString());
+ m_duration5->setText(QString());
+ m_payment5->setText(QString());
+ m_balloon5->setText(QString());
+
+ m_additionalCost->setText(MyMoneyMoney(0).formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()))));
+}
+
+void KNewLoanWizard::slotLiabilityLoan(void)
+{
+ m_generalReceiverText->setText(i18n("To whom do you make payments?"));
+ m_receiverLabel->setText(i18n("Payments to"));
+}
+
+void KNewLoanWizard::slotAssetLoan(void)
+{
+ m_generalReceiverText->setText(i18n("From whom do you expect payments?"));
+ m_receiverLabel->setText(i18n("Payments from"));
+}
+
+void KNewLoanWizard::slotPaymentsMade(void)
+{
+ setAppropriate(m_recordPaymentPage, true);
+}
+
+void KNewLoanWizard::slotNoPaymentsMade(void)
+{
+ m_allPaymentsButton->animateClick();
+ setAppropriate(m_recordPaymentPage, false);
+}
+
+void KNewLoanWizard::slotRecordAllPayments(void)
+{
+ m_firstPaymentLabel->setText(
+ QString("\n") +
+ i18n("Please enter the date, the first payment for this loan was/is due."));
+ m_firstPaymentNote->setText(
+ i18n("Note: Consult the loan contract for details of the first due date. "
+ "Keep in mind, that the first due date usually differs from the date "
+ "the contract was signed"));
+ m_balanceLabel->setText(
+ QString("\n") +
+ i18n("Please enter the original loan amount in the field below or leave it "
+ "empty to be calculated."));
+}
+
+void KNewLoanWizard::slotRecordThisYearsPayments(void)
+{
+ m_firstPaymentLabel->setText(
+ QString("\n") +
+ i18n("Please enter the date, the first payment for this loan was/is due this year."));
+ m_firstPaymentNote->setText(
+ i18n("Note: You can easily figure out the date of the first payment "
+ "if you consult the last statement of last year."));
+ m_balanceLabel->setText(
+ QString("\n") +
+ i18n("Please enter the remaining loan amount of last years final "
+ "statement in the field below. You should not leave this field empty."));
+}
+
+void KNewLoanWizard::slotCheckPageFinished(void)
+{
+ nextButton()->setEnabled(false);
+
+ if(currentPage() == m_namePage) {
+ if(!m_nameEdit->text().isEmpty()) {
+ nextButton()->setEnabled(true);
+ }
+
+ } else if(currentPage() == m_loanAmountPage) {
+ nextButton()->setEnabled(true);
+ if(m_thisYearPaymentButton->isChecked()
+ && !m_loanAmountEdit->isValid()) {
+ nextButton()->setEnabled(false);
+ }
+
+ } else if(currentPage() == m_interestCategoryPage) {
+ if(m_interestAccountEdit->selectedItems().count() > 0) {
+ nextButton()->setEnabled(true);
+ }
+
+ } else if(currentPage() == m_firstPaymentPage) {
+ if(m_firstDueDateEdit->date().isValid())
+ nextButton()->setEnabled(true);
+
+ } else if(currentPage() == m_schedulePage) {
+ if(m_nextDueDateEdit->date().isValid()
+ && m_nextDueDateEdit->date() >= m_firstDueDateEdit->date()
+ && m_paymentAccountEdit->selectedItems().count() > 0)
+ nextButton()->setEnabled(true);
+
+ } else if(currentPage() == m_assetAccountPage) {
+ if(m_dontCreatePayoutCheckBox->isChecked()) {
+ m_assetAccountEdit->setEnabled(false);
+ m_paymentDate->setEnabled(false);
+ m_createNewAssetButton->setEnabled(false);
+ nextButton()->setEnabled(true);
+ } else {
+ m_assetAccountEdit->setEnabled(true);
+ m_paymentDate->setEnabled(true);
+ m_createNewAssetButton->setEnabled(true);
+ if(!m_assetAccountEdit->selectedItems().isEmpty()
+ && m_paymentDate->date().isValid())
+ nextButton()->setEnabled(true);
+ }
+ } else
+ nextButton()->setEnabled(true);
+}
+
+void KNewLoanWizard::updateLoanAmount(void)
+{
+ QString txt;
+ if(m_loanAmountEdit->lineedit()->text().isEmpty()) {
+ txt = QString("<") + i18n("calculate") + QString(">");
+ } else {
+ txt = m_loanAmountEdit->value().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())));
+ }
+ m_loanAmount1->setText(txt);
+ m_loanAmount2->setText(txt);
+ m_loanAmount3->setText(txt);
+ m_loanAmount4->setText(txt);
+ m_loanAmount5->setText(txt);
+}
+
+void KNewLoanWizard::updateInterestRate(void)
+{
+ QString txt;
+ if(m_interestRateEdit->lineedit()->text().isEmpty()) {
+ txt = QString("<") + i18n("calculate") + QString(">");
+ } else {
+ txt = m_interestRateEdit->value().formatMoney("", 3) + QString("%");
+ }
+ m_interestRate1->setText(txt);
+ m_interestRate2->setText(txt);
+ m_interestRate3->setText(txt);
+ m_interestRate4->setText(txt);
+ m_interestRate5->setText(txt);
+}
+
+void KNewLoanWizard::updateDuration(void)
+{
+ QString txt;
+ if(m_durationValueEdit->value() == 0) {
+ txt = QString("<") + i18n("calculate") + QString(">");
+ } else {
+ txt = QString().sprintf("%d ", m_durationValueEdit->value())
+ + m_durationUnitEdit->currentText();
+ }
+ m_duration1->setText(txt);
+ m_duration2->setText(txt);
+ m_duration3->setText(txt);
+ m_duration4->setText(txt);
+ m_duration5->setText(txt);
+}
+
+void KNewLoanWizard::updatePayment(void)
+{
+ QString txt;
+ if(m_paymentEdit->lineedit()->text().isEmpty()) {
+ txt = QString("<") + i18n("calculate") + QString(">");
+ } else {
+ txt = m_paymentEdit->value().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())));
+ }
+ m_payment1->setText(txt);
+ m_payment2->setText(txt);
+ m_payment3->setText(txt);
+ m_payment4->setText(txt);
+ m_payment5->setText(txt);
+ m_basePayment->setText(txt);
+}
+
+void KNewLoanWizard::updateFinalPayment(void)
+{
+ QString txt;
+ if(m_finalPaymentEdit->lineedit()->text().isEmpty()) {
+ txt = QString("<") + i18n("calculate") + QString(">");
+ } else {
+ txt = m_finalPaymentEdit->value().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())));
+ }
+ m_balloon1->setText(txt);
+ m_balloon2->setText(txt);
+ m_balloon3->setText(txt);
+ m_balloon4->setText(txt);
+ m_balloon5->setText(txt);
+}
+
+void KNewLoanWizard::updateLoanInfo(void)
+{
+ updateLoanAmount();
+ updateInterestRate();
+ updateDuration();
+ updatePayment();
+ updateFinalPayment();
+ updatePeriodicPayment();
+
+ QString txt;
+
+ int fraction = m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()));
+ m_loanAmount6->setText(m_loanAmountEdit->value().formatMoney(fraction));
+ m_interestRate6->setText(m_interestRateEdit->value().formatMoney("", 3) + QString("%"));
+ txt = QString().sprintf("%d ", m_durationValueEdit->value())
+ + m_durationUnitEdit->currentText();
+ m_duration6->setText(txt);
+ m_payment6->setText(m_paymentEdit->value().formatMoney(fraction));
+ m_balloon6->setText(m_finalPaymentEdit->value().formatMoney(fraction));
+}
+
+void KNewLoanWizard::updatePeriodicPayment(void)
+{
+ MyMoneyMoney base(m_basePayment->text());
+ MyMoneyMoney add(m_additionalCost->text());
+
+ m_periodicPayment->setText((base + add).formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()))));
+}
+
+void KNewLoanWizard::updateSummary(void)
+{
+ // General
+ if(m_borrowButton->isChecked())
+ m_summaryLoanType->setText(i18n("borrowed"));
+ else
+ m_summaryLoanType->setText(i18n("lend"));
+
+ m_summaryFirstPayment->setText(KGlobal::locale()->formatDate(m_firstDueDateEdit->date(), true));
+ if(m_payeeEdit->selectedItem().isEmpty()) {
+ m_summaryPayee->setText(i18n("not assigned"));
+ } else {
+ m_summaryPayee->setText(m_payeeEdit->currentText());
+ }
+
+ // Calculation
+ if(m_interestOnReceptionButton->isChecked())
+ m_summaryInterestDue->setText(i18n("on reception"));
+ else
+ m_summaryInterestDue->setText(i18n("on due date"));
+ m_summaryPaymentFrequency->setText(m_paymentFrequencyUnitEdit->currentText());
+ m_summaryAmount->setText(m_loanAmount6->text());
+ m_summaryInterestRate->setText(m_interestRate6->text());
+ m_summaryTerm->setText(m_duration6->text());
+ m_summaryPeriodicPayment->setText(m_payment6->text());
+ m_summaryBalloonPayment->setText(m_balloon6->text());
+
+ // Payment
+ try {
+ QStringList sel = m_interestAccountEdit->selectedItems();
+ if(sel.count() != 1)
+ throw new MYMONEYEXCEPTION("Need a single selected interest category");
+ MyMoneyAccount acc = MyMoneyFile::instance()->account(sel.first());
+ m_summaryInterestCategory->setText(acc.name());
+ } catch(MyMoneyException *e) {
+ qWarning("Unable to determine interest category for loan account creation");
+ delete e;
+ }
+ m_summaryAdditionalFees->setText(m_additionalCost->text());
+ m_summaryTotalPeriodicPayment->setText(m_periodicPayment->text());
+ m_summaryNextPayment->setText(KGlobal::locale()->formatDate(m_nextDueDateEdit->date(), true));
+
+ try {
+ QStringList sel = m_paymentAccountEdit->selectedItems();
+ if(sel.count() != 1)
+ throw new MYMONEYEXCEPTION("Need a single selected payment account");
+ MyMoneyAccount acc = MyMoneyFile::instance()->account(sel.first());
+ m_summaryPaymentAccount->setText(acc.name());
+ } catch(MyMoneyException *e) {
+ qWarning("Unable to determine payment account for loan account creation");
+ delete e;
+ }
+}
+
+void KNewLoanWizard::next()
+{
+ bool dontLeavePage = false;
+ QString errMsg = i18n(
+ "The loan wizard is unable to calculate two different values for your loan "
+ "at the same time. "
+ "Please enter a value for the %1 on this page or backup to the page where the "
+ " current value to be calculated is defined and fill in a value.");
+
+ if(currentPage() == m_lendBorrowPage) {
+ // load the appropriate categories into the list
+ loadAccountList();
+ m_nameEdit->setFocus();
+
+ } else if(currentPage() == m_interestTypePage) {
+ if(m_fixedInterestButton->isChecked()) {
+ setAppropriate(m_previousPaymentsPage, true);
+ if(m_previousPaymentButton->isChecked())
+ setAppropriate(m_recordPaymentPage, true);
+ else
+ setAppropriate(m_recordPaymentPage, false);
+ setAppropriate(m_variableInterestDatePage, false);
+
+ } else {
+ setAppropriate(m_previousPaymentsPage, false);
+ setAppropriate(m_recordPaymentPage, false);
+ setAppropriate(m_variableInterestDatePage, true);
+ }
+
+ } else if(currentPage() == m_loanAmountPage) {
+ m_interestRateEdit->setFocus();
+ if(m_thisYearPaymentButton->isChecked()
+ && m_loanAmountEdit->lineedit()->text().isEmpty()) {
+ errMsg = i18n("You selected, that payments have already been made towards this loan. "
+ "This requires you to enter the loan amount exactly as found on your "
+ "last statement.");
+ dontLeavePage = true;
+ KMessageBox::error(0, errMsg, i18n("Calculation error"));
+ } else
+ updateLoanAmount();
+
+ } else if(currentPage() == m_interestPage) {
+
+ if(m_loanAmountEdit->lineedit()->text().isEmpty()
+ && m_interestRateEdit->lineedit()->text().isEmpty()) {
+ dontLeavePage = true;
+ KMessageBox::error(0, errMsg.arg(i18n("interest rate")), i18n("Calculation error"));
+ } else
+ updateInterestRate();
+
+ } else if(currentPage() == m_durationPage) {
+ if((m_loanAmountEdit->lineedit()->text().isEmpty()
+ || m_interestRateEdit->lineedit()->text().isEmpty())
+ && m_durationValueEdit->value() == 0) {
+ dontLeavePage = true;
+ KMessageBox::error(0, errMsg.arg(i18n("term")), i18n("Calculation error"));
+ } else
+ updateDuration();
+
+ } else if(currentPage() == m_paymentPage) {
+ if((m_loanAmountEdit->lineedit()->text().isEmpty()
+ || m_interestRateEdit->lineedit()->text().isEmpty()
+ || m_durationValueEdit->value() == 0)
+ && m_paymentEdit->lineedit()->text().isEmpty()) {
+ dontLeavePage = true;
+ KMessageBox::error(0, errMsg.arg(i18n("principal and interest")), i18n("Calculation error"));
+ } else
+ updatePayment();
+
+ } else if(currentPage() == m_finalPaymentPage) {
+ if((m_loanAmountEdit->lineedit()->text().isEmpty()
+ || m_interestRateEdit->lineedit()->text().isEmpty()
+ || m_durationValueEdit->value() == 0
+ || m_paymentEdit->lineedit()->text().isEmpty())
+ && m_finalPaymentEdit->lineedit()->text().isEmpty()) {
+ // if two fields are empty and one of them is the final payment
+ // we assume the final payment to be 0 instead of presenting a
+ m_finalPaymentEdit->setValue(MyMoneyMoney(0, 1));
+ }
+ updateFinalPayment();
+ if(!calculateLoan()) {
+ dontLeavePage = true;
+ } else
+ updateLoanInfo();
+
+ } else if(currentPage() == m_additionalFeesPage) {
+ m_nextDueDateEdit->setEnabled(true);
+ if(m_allPaymentsButton->isChecked() || m_noPreviousPaymentButton->isChecked()) {
+ m_nextDueDateEdit->setDate(m_firstDueDateEdit->date());
+ m_nextDueDateEdit->setEnabled(false);
+ if(m_assetAccountPage)
+ setAppropriate(m_assetAccountPage, true);
+ } else {
+ QDate nextPayment(QDate::currentDate().year(), 1, m_firstDueDateEdit->date().day());
+ m_nextDueDateEdit->setDate(nextPayment);
+ if(m_assetAccountPage)
+ setAppropriate(m_assetAccountPage, false);
+ m_assetAccountEdit->slotDeselectAllAccounts();
+ }
+ if(m_nextDueDateEdit->date() < m_firstDueDateEdit->date()) {
+ m_nextDueDateEdit->setDate(m_firstDueDateEdit->date());
+ }
+
+ } else if(currentPage() == m_schedulePage) {
+ updateSummary();
+ }
+
+/*
+ switch(m_accountType) {
+ case MyMoneyAccount::Cash:
+ case MyMoneyAccount::Asset:
+ if(indexOf(accountPaymentPage) != -1) {
+ removePage(accountPaymentPage);
+ }
+ setAppropriate(accountNumberPage, false);
+ setFinishEnabled(accountDetailsPage, true);
+ break;
+
+ case MyMoneyAccount::CreditCard:
+ if(indexOf(accountPaymentPage) == -1) {
+ loadPaymentMethods();
+ addPage(accountPaymentPage, m_accountPaymentPageTitle);
+ }
+ setAppropriate(accountPaymentPage, true);
+ setFinishEnabled(accountPaymentPage, true);
+ setFinishEnabled(accountDetailsPage, false);
+ break;
+
+ default:
+ setAppropriate(accountNumberPage, institutionComboBox->currentText() != "");
+ if(indexOf(accountPaymentPage) != -1) {
+ removePage(accountPaymentPage);
+ }
+ setFinishEnabled(accountDetailsPage, true);
+ break;
+ }
+*/
+ if(!dontLeavePage)
+ KNewLoanWizardDecl::next();
+
+ // setup the availability of widgets on the selected page
+ slotCheckPageFinished();
+}
+
+void KNewLoanWizard::loadComboBoxes(void)
+{
+ m_interestFrequencyUnitEdit->insertItem(i18n("Days"), static_cast<int>(MyMoneyAccountLoan::changeDaily));
+ m_interestFrequencyUnitEdit->insertItem(i18n("Weeks"), static_cast<int>(MyMoneyAccountLoan::changeWeekly));
+ m_interestFrequencyUnitEdit->insertItem(i18n("Months"), static_cast<int>(MyMoneyAccountLoan::changeMonthly));
+ m_interestFrequencyUnitEdit->insertItem(i18n("Years"), static_cast<int>(MyMoneyAccountLoan::changeYearly));
+
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_DAILY)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_WEEKLY)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_FORTNIGHTLY)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYOTHERWEEK)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYHALFMONTH)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYTHREEWEEKS)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYFOURWEEKS)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYTHIRTYDAYS)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_MONTHLY)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYEIGHTWEEKS)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYOTHERMONTH)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_QUARTERLY)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_EVERYFOURMONTHS)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_TWICEYEARLY)));
+ m_paymentFrequencyUnitEdit->insertItem(i18n(MyMoneySchedule::occurenceToString(MyMoneySchedule::OCCUR_YEARLY)));
+
+ m_durationUnitEdit->insertItem(i18n("Months"), static_cast<int>(MyMoneySchedule::OCCUR_MONTHLY));
+ m_durationUnitEdit->insertItem(i18n("Years"), static_cast<int>(MyMoneySchedule::OCCUR_YEARLY));
+ m_durationUnitEdit->insertItem(i18n("Payments"), static_cast<int>(MyMoneySchedule::OCCUR_ONCE));
+
+}
+
+void KNewLoanWizard::slotInterestOnPayment(void)
+{
+ m_interestOnPaymentButton->setChecked(true);
+ m_interestOnReceptionButton->setChecked(false);
+}
+
+void KNewLoanWizard::slotInterestOnReception(void)
+{
+ m_interestOnPaymentButton->setChecked(false);
+ m_interestOnReceptionButton->setChecked(true);
+}
+
+int KNewLoanWizard::calculateLoan(void)
+{
+ MyMoneyFinancialCalculator calc;
+ long double val;
+ int PF;
+ QString result;
+
+ // FIXME: for now, we only support interest calculation at the end of the period
+ calc.setBep();
+ // FIXME: for now, we only support periodic compounding
+ calc.setDisc();
+
+ PF = MyMoneySchedule::eventsPerYear(MyMoneySchedule::stringToOccurence(
+ m_paymentFrequencyUnitEdit->currentText()));
+ if(PF == 0)
+ return 0;
+ calc.setPF(PF);
+
+ // FIXME: for now we only support compounding frequency == payment frequency
+ calc.setCF(PF);
+
+
+ if(!m_loanAmountEdit->lineedit()->text().isEmpty()) {
+ val = static_cast<long double> (m_loanAmountEdit->value().abs().toDouble());
+ if(m_borrowButton->isChecked())
+ val = -val;
+ calc.setPv(val);
+ }
+
+ if(!m_interestRateEdit->lineedit()->text().isEmpty()) {
+ val = static_cast<long double> (m_interestRateEdit->value().abs().toDouble());
+ calc.setIr(val);
+ }
+
+ if(!m_paymentEdit->lineedit()->text().isEmpty()) {
+ val = static_cast<long double> (m_paymentEdit->value().abs().toDouble());
+ if(m_lendButton->isChecked())
+ val = -val;
+ calc.setPmt(val);
+ }
+
+ if(!m_finalPaymentEdit->lineedit()->text().isEmpty()) {
+ val = static_cast<long double> (m_finalPaymentEdit->value().abs().toDouble());
+ if(m_lendButton->isChecked())
+ val = -val;
+ calc.setFv(val);
+ }
+
+ if(m_durationValueEdit->value() != 0) {
+ calc.setNpp(static_cast<long double>(term()));
+ }
+
+ int fraction = m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()));
+ // setup of parameters is done, now do the calculation
+ try {
+ if(m_loanAmountEdit->lineedit()->text().isEmpty()) {
+ // calculate the amount of the loan out of the other information
+ val = calc.presentValue();
+ m_loanAmountEdit->loadText(MyMoneyMoney(static_cast<double>(val)).abs().formatMoney(fraction));
+ result = i18n("KMyMoney has calculated the amount of the loan as %1.")
+ .arg(m_loanAmountEdit->lineedit()->text());
+
+ } else if(m_interestRateEdit->lineedit()->text().isEmpty()) {
+ // calculate the interest rate out of the other information
+ val = calc.interestRate();
+ m_interestRateEdit->loadText(MyMoneyMoney(static_cast<double>(val)).abs().formatMoney("", 3));
+ result = i18n("KMyMoney has calculated the interest rate to %1%.")
+ .arg(m_interestRateEdit->lineedit()->text());
+
+ } else if(m_paymentEdit->lineedit()->text().isEmpty()) {
+ // calculate the periodical amount of the payment out of the other information
+ val = calc.payment();
+ m_paymentEdit->setValue(MyMoneyMoney(static_cast<double>(val)).abs());
+ // reset payment as it might have changed due to rounding
+ val = static_cast<long double> (m_paymentEdit->value().abs().toDouble());
+ if(m_lendButton->isChecked())
+ val = -val;
+ calc.setPmt(val);
+
+ result = i18n("KMyMoney has calculated a periodic payment of %1 to cover principal and interest.")
+ .arg(m_paymentEdit->lineedit()->text());
+
+ val = calc.futureValue();
+ if((m_borrowButton->isChecked() && val < 0 && fabsl(val) >= fabsl(calc.payment()))
+ || (m_lendButton->isChecked() && val > 0 && fabs(val) >= fabs(calc.payment()))) {
+ calc.setNpp(calc.npp()-1);
+ updateTermWidgets(calc.npp());
+ val = calc.futureValue();
+ MyMoneyMoney refVal(static_cast<double>(val));
+ m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
+ result += QString(" ");
+ result += i18n("The number of payments has been decremented and the final payment has been modified to %1.")
+ .arg(m_finalPaymentEdit->lineedit()->text());
+ } else if((m_borrowButton->isChecked() && val < 0 && fabsl(val) < fabsl(calc.payment()))
+ || (m_lendButton->isChecked() && val > 0 && fabs(val) < fabs(calc.payment()))) {
+ m_finalPaymentEdit->loadText(MyMoneyMoney(0,1).formatMoney(fraction));
+ } else {
+ MyMoneyMoney refVal(static_cast<double>(val));
+ m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
+ result += i18n("The final payment has been modified to %1.")
+ .arg(m_finalPaymentEdit->lineedit()->text());
+ }
+
+ } else if(m_durationValueEdit->value() == 0) {
+ // calculate the number of payments out of the other information
+ val = calc.numPayments();
+ if(val == 0)
+ throw new MYMONEYEXCEPTION("incorrect fincancial calculation");
+
+ // if the number of payments has a fractional part, then we
+ // round it to the smallest integer and calculate the balloon payment
+ result = i18n("KMyMoney has calculated the term of your loan as %1. ")
+ .arg(updateTermWidgets(floorl(val)));
+
+ if(val != floorl(val)) {
+ calc.setNpp(floorl(val));
+ val = calc.futureValue();
+ MyMoneyMoney refVal(static_cast<double>(val));
+ m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
+ result += i18n("The final payment has been modified to %1.")
+ .arg(m_finalPaymentEdit->lineedit()->text());
+ }
+
+ } else {
+ // calculate the future value of the loan out of the other information
+ val = calc.futureValue();
+
+ // we differentiate between the following cases:
+ // a) the future value is greater than a payment
+ // b) the future value is less than a payment or the loan is overpaid
+ // c) all other cases
+ //
+ // a) means, we have paid more than we owed. This can't be
+ // b) means, we paid more than we owed but the last payment is
+ // less in value than regular payments. That means, that the
+ // future value is to be treated as (fully payed back)
+ // c) the loan is not payed back yet
+ if((m_borrowButton->isChecked() && val < 0 && fabsl(val) > fabsl(calc.payment()))
+ || (m_lendButton->isChecked() && val > 0 && fabs(val) > fabs(calc.payment()))) {
+ // case a)
+ qDebug("Future Value is %Lf", val);
+ throw new MYMONEYEXCEPTION("incorrect fincancial calculation");
+
+ } else if((m_borrowButton->isChecked() && val < 0 && fabsl(val) <= fabsl(calc.payment()))
+ || (m_lendButton->isChecked() && val > 0 && fabs(val) <= fabs(calc.payment()))) {
+ // case b)
+ val = 0;
+ }
+
+ MyMoneyMoney refVal(static_cast<double>(val));
+ result = i18n("KMyMoney has calculated a final payment of %1 for this loan.")
+ .arg(refVal.abs().formatMoney(fraction));
+
+ if(!m_finalPaymentEdit->lineedit()->text().isEmpty()) {
+ if((m_finalPaymentEdit->value().abs() - refVal.abs()).abs().toDouble() > 1) {
+ throw new MYMONEYEXCEPTION("incorrect fincancial calculation");
+ }
+ result = i18n("KMyMoney has successfully verified your loan information.");
+ }
+ m_finalPaymentEdit->loadText(refVal.abs().formatMoney(fraction));
+ }
+
+ } catch (MyMoneyException *e) {
+ delete e;
+ KMessageBox::error(0,
+ i18n("You have entered mis-matching information. Please backup to the "
+ "appropriate page and update your figures or leave one value empty "
+ "to let KMyMoney calculate it for you"),
+ i18n("Calculation error"));
+ return 0;
+ }
+
+ result += i18n("\n\nAccept this or modify the loan information and recalculate.");
+
+ KMessageBox::information(0, result, i18n("Calculation successful"));
+ return 1;
+}
+
+QString KNewLoanWizard::updateTermWidgets(const long double val)
+{
+ long long vl = static_cast<long long>(floorl(val));
+
+ QString valString;
+ MyMoneySchedule::occurenceE unit;
+ unit = MyMoneySchedule::stringToOccurence(m_paymentFrequencyUnitEdit->currentText());
+
+ if((unit == MyMoneySchedule::OCCUR_MONTHLY)
+ && ((vl % 12) == 0)) {
+ vl /= 12;
+ unit = MyMoneySchedule::OCCUR_YEARLY;
+ }
+
+ switch(unit) {
+ case MyMoneySchedule::OCCUR_MONTHLY:
+ valString = i18n("one month", "%n months", vl);
+ m_durationUnitEdit->setCurrentItem(static_cast<int>(MyMoneySchedule::OCCUR_MONTHLY));
+ break;
+ case MyMoneySchedule::OCCUR_YEARLY:
+ valString = i18n("one year", "%n years", vl);
+ m_durationUnitEdit->setCurrentItem(static_cast<int>(MyMoneySchedule::OCCUR_YEARLY));
+ break;
+ default:
+ valString = i18n("one payment", "%n payments", vl);
+ m_durationUnitEdit->setCurrentItem(static_cast<int>(MyMoneySchedule::OCCUR_ONCE));
+ break;
+ }
+ m_durationValueEdit->setValue(vl);
+ return valString;
+}
+
+void KNewLoanWizard::slotCreateCategory(void)
+{
+ MyMoneyAccount acc, base;
+ MyMoneyFile* file = MyMoneyFile::instance();
+
+ if(m_borrowButton->isChecked()) {
+ base = file->expense();
+ acc.setAccountType(MyMoneyAccount::Expense);
+ } else {
+ base = file->income();
+ acc.setAccountType(MyMoneyAccount::Income);
+ }
+ acc.setParentAccountId(base.id());
+
+ KNewAccountDlg* dlg = new KNewAccountDlg(acc, true, true);
+ if(dlg->exec() == QDialog::Accepted) {
+ acc = dlg->account();
+
+ MyMoneyFileTransaction ft;
+ try {
+ QString id;
+ id = file->createCategory(base, acc.name());
+ if(id.isEmpty())
+ throw new MYMONEYEXCEPTION("failure while creating the account hierarchy");
+
+ ft.commit();
+
+ m_interestAccountEdit->setSelected(id);
+
+ } catch (MyMoneyException *e) {
+ KMessageBox::information(this, i18n("Unable to add account: %1").arg(e->what()));
+ delete e;
+ }
+ }
+ delete dlg;
+}
+
+void KNewLoanWizard::loadAccountList(void)
+{
+ AccountSet interestSet, assetSet;
+
+ if(m_borrowButton->isChecked()) {
+ interestSet.addAccountType(MyMoneyAccount::Expense);
+ } else {
+ interestSet.addAccountType(MyMoneyAccount::Income);
+ }
+ interestSet.load(m_interestAccountEdit);
+
+ assetSet.addAccountType(MyMoneyAccount::Checkings);
+ assetSet.addAccountType(MyMoneyAccount::Savings);
+ assetSet.addAccountType(MyMoneyAccount::Cash);
+ assetSet.addAccountType(MyMoneyAccount::Asset);
+ assetSet.addAccountType(MyMoneyAccount::Currency);
+ assetSet.load(m_assetAccountEdit);
+
+ assetSet.addAccountType(MyMoneyAccount::CreditCard);
+ assetSet.addAccountType(MyMoneyAccount::Liability);
+ assetSet.load(m_paymentAccountEdit);
+}
+
+void KNewLoanWizard::slotAdditionalFees(void)
+{
+ // KMessageBox::information(0, QString("Not yet implemented ... if you want to help, contact kmymoney2-developer@lists.sourceforge.net"), QString("Development notice"));
+ MyMoneyAccount account("Phony-ID", MyMoneyAccount());
+
+ QMap<QString, MyMoneyMoney> priceInfo;
+ KSplitTransactionDlg* dlg = new KSplitTransactionDlg(m_transaction, m_split, account, false, !m_borrowButton->isChecked(), MyMoneyMoney(0), priceInfo);
+ connect(dlg, SIGNAL(newCategory(MyMoneyAccount&)), this, SIGNAL(newCategory(MyMoneyAccount&)));
+
+ if(dlg->exec() == QDialog::Accepted) {
+ m_transaction = dlg->transaction();
+ // sum up the additional fees
+ QValueList<MyMoneySplit>::ConstIterator it;
+
+ MyMoneyMoney fees;
+ for(it = m_transaction.splits().begin(); it != m_transaction.splits().end(); ++it) {
+ if((*it).accountId() != account.id()) {
+ fees += (*it).value();
+ }
+ }
+ m_additionalCost->setText(fees.formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId()))));
+ }
+
+ delete dlg;
+ updatePeriodicPayment();
+}
+
+MyMoneyTransaction KNewLoanWizard::transaction() const
+{
+ MyMoneyTransaction t;
+
+ MyMoneySplit sPayment, sInterest, sAmortization;
+ // setup accounts. at this point, we cannot fill in the id of the
+ // account that the amortization will be performed on, because we
+ // create the account. So the id is yet unknown.
+ sPayment.setAccountId(m_paymentAccountEdit->selectedItems().first());
+ sInterest.setAccountId(m_interestAccountEdit->selectedItems().first());
+
+ // values
+ if(m_borrowButton->isChecked()) {
+ sPayment.setValue(-m_paymentEdit->value());
+ } else {
+ sPayment.setValue(m_paymentEdit->value());
+ }
+ sInterest.setValue(MyMoneyMoney::autoCalc);
+ sAmortization.setValue(MyMoneyMoney::autoCalc);
+ // don't forget the shares
+ sPayment.setShares(sPayment.value());
+ sInterest.setShares(sInterest.value());
+ sAmortization.setShares(sAmortization.value());
+
+ // setup the commodity
+ MyMoneyAccount acc = MyMoneyFile::instance()->account(sPayment.accountId());
+ t.setCommodity(acc.currencyId());
+
+ // actions
+ sPayment.setAction(MyMoneySplit::ActionAmortization);
+ sAmortization.setAction(MyMoneySplit::ActionAmortization);
+ sInterest.setAction(MyMoneySplit::ActionInterest);
+
+ // payee
+ QString payeeId = m_payeeEdit->selectedItem();
+ sPayment.setPayeeId(payeeId);
+ sAmortization.setPayeeId(payeeId);
+
+ MyMoneyAccount account("Phony-ID", MyMoneyAccount());
+ sAmortization.setAccountId(account.id());
+
+ // IMPORTANT: Payment split must be the first one, because
+ // the schedule view expects it this way during display
+ t.addSplit(sPayment);
+ t.addSplit(sAmortization);
+ t.addSplit(sInterest);
+
+ // copy the splits from the other costs and update the payment split
+ QValueList<MyMoneySplit>::ConstIterator it;
+ for(it = m_transaction.splits().begin(); it != m_transaction.splits().end(); ++it) {
+ if((*it).accountId() != account.id()) {
+ MyMoneySplit sp = (*it);
+ sp.clearId();
+ t.addSplit(sp);
+ sPayment.setValue(sPayment.value()-sp.value());
+ sPayment.setShares(sPayment.value());
+ t.modifySplit(sPayment);
+ }
+ }
+ return t;
+}
+
+MyMoneySchedule KNewLoanWizard::schedule(void) const
+{
+ MyMoneySchedule sched(m_nameEdit->text(),
+ MyMoneySchedule::TYPE_LOANPAYMENT,
+ MyMoneySchedule::stringToOccurence(m_paymentFrequencyUnitEdit->currentText()), 1,
+ MyMoneySchedule::STYPE_OTHER,
+ QDate(),
+ QDate(),
+ false,
+ false);
+
+ MyMoneyTransaction t = transaction();
+ t.setPostDate(m_nextDueDateEdit->date());
+ sched.setTransaction(t);
+
+ return sched;
+}
+
+void KNewLoanWizard::slotReloadEditWidgets(void)
+{
+ // load the various account widgets
+ loadAccountList();
+
+ // reload payee widget
+ QString payeeId = m_payeeEdit->selectedItem();
+
+ m_payeeEdit->loadPayees(MyMoneyFile::instance()->payeeList());
+
+ if(!payeeId.isEmpty()) {
+ m_payeeEdit->setSelectedItem(payeeId);
+ }
+}
+
+int KNewLoanWizard::term(void) const
+{
+ int factor = 0;
+
+ if(m_durationValueEdit->value() != 0) {
+ factor = 1;
+ switch(m_durationUnitEdit->currentItem()) {
+ case MyMoneySchedule::OCCUR_YEARLY: // years
+ factor = 12;
+ // tricky fall through here
+
+ case MyMoneySchedule::OCCUR_MONTHLY: // months
+ factor *= 30;
+ factor *= m_durationValueEdit->value();
+ // factor now is the duration in days. we divide this by the
+ // payment frequency and get the number of payments
+ factor /= MyMoneySchedule::daysBetweenEvents(MyMoneySchedule::stringToOccurence(
+ m_paymentFrequencyUnitEdit->currentText()));
+ break;
+
+ case MyMoneySchedule::OCCUR_ONCE: // payments
+ factor = m_durationValueEdit->value();
+ break;
+ }
+ }
+ return factor;
+}
+
+QString KNewLoanWizard::initialPaymentAccount(void) const
+{
+ if(m_dontCreatePayoutCheckBox->isChecked()) {
+ return QString();
+ }
+ return m_assetAccountEdit->selectedItems().first();
+}
+
+QDate KNewLoanWizard::initialPaymentDate(void) const
+{
+ if(m_dontCreatePayoutCheckBox->isChecked()) {
+ return QDate();
+ }
+ return m_paymentDate->date();
+}
+
+#include "knewloanwizard.moc"