diff options
Diffstat (limited to 'kmymoney2/dialogs/keditloanwizard.cpp')
| -rw-r--r-- | kmymoney2/dialogs/keditloanwizard.cpp | 514 |
1 files changed, 514 insertions, 0 deletions
diff --git a/kmymoney2/dialogs/keditloanwizard.cpp b/kmymoney2/dialogs/keditloanwizard.cpp new file mode 100644 index 0000000..6054cec --- /dev/null +++ b/kmymoney2/dialogs/keditloanwizard.cpp @@ -0,0 +1,514 @@ +/*************************************************************************** + keditloanwizard.cpp - description + ------------------- + begin : Wed Nov 12 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. * + * * + ***************************************************************************/ + +// ---------------------------------------------------------------------------- +// QT Includes + +#include <qradiobutton.h> +#include <qbuttongroup.h> +#include <qlabel.h> + +// ---------------------------------------------------------------------------- +// KDE Includes + +#include <klocale.h> +#include <kmessagebox.h> +#include <knuminput.h> +#include <kpushbutton.h> + +// ---------------------------------------------------------------------------- +// Project Includes + +#include <../dialogs/knewloanwizard.h> +#include "keditloanwizard.h" +#include "../widgets/kmymoneylineedit.h" +#include "../widgets/kmymoneyedit.h" +#include "../widgets/kmymoneycombo.h" +#include "../widgets/kmymoneyaccountselector.h" +#include "../widgets/kmymoneydateinput.h" +#include "../mymoney/mymoneyfile.h" +#include "../kmymoneyutils.h" + +KEditLoanWizard::KEditLoanWizard(const MyMoneyAccount& account, QWidget *parent, const char *name ) : + KNewLoanWizard(parent, name) +{ + MyMoneyFile* file = MyMoneyFile::instance(); + + setCaption(i18n("Edit loan wizard")); + m_effectiveDateLabel->setText(QString("\n") + i18n( + "Please enter the date from which on the following changes will be effective. " + "The date entered must be later than the opening date of this account (%1), but must " + "not be in the future. The default will be today.").arg(KGlobal::locale()->formatDate(account.openingDate(), true))); + m_account = account; + try { + QString id = m_account.value("schedule"); + m_schedule = file->schedule(id); + } catch (MyMoneyException *e) { + delete e; + } + + m_lastSelection = -1; + m_editInterestRateButton->animateClick(); + + loadWidgets(m_account); + + if(m_account.openingDate() > QDate::currentDate()) { + m_effectiveDateNoteLabel->setText(QString("\n") + i18n( + "Note: you will not be able to modify this account today, because the opening date \"%1\" is in the future. " + "Please revisit this dialog when the time has come." + ).arg(KGlobal::locale()->formatDate(m_account.openingDate(), true))); + } else { + m_effectiveDateNoteLabel->hide(); + } + // turn off all pages that are contained here for derived classes + setAppropriate(m_newIntroPage, false); + setAppropriate(m_newGeneralInfoPage, false); + setAppropriate(m_lendBorrowPage, false); + setAppropriate(m_namePage, false); + setAppropriate(m_newCalculateLoanPage, false); + setAppropriate(m_newPaymentsPage, false); + removePage(m_assetAccountPage); + m_assetAccountPage = 0; + + // turn on all pages that are contained here for derived classes + setAppropriate(m_editIntroPage, true); + setAppropriate(m_editSelectionPage, true); + + // setup connections + connect(m_effectiveChangeDateEdit, SIGNAL(dateChanged(const QDate&)), this, SLOT(slotCheckPageFinished())); + connect(m_newPaymentEdit, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPageFinished())); + connect(m_newInterestRateEdit, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPageFinished())); + + // make sure, we show the correct start page + showPage(m_editIntroPage); +} + +KEditLoanWizard::~KEditLoanWizard() +{ +} + +void KEditLoanWizard::loadWidgets(const MyMoneyAccount& /* account */) +{ + MyMoneyFile* file = MyMoneyFile::instance(); + QString paymentAccountId, interestAccountId; + + m_nameEdit->loadText(m_account.name()); + m_loanAmountEdit->loadText(m_account.loanAmount().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())))); + m_finalPaymentEdit->loadText(m_account.finalPayment().formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())))); + m_firstDueDateEdit->setDate(m_account.openingDate()); + + if(m_account.fixedInterestRate()) { + m_fixedInterestButton->animateClick(); + } else { + m_variableInterestButton->animateClick(); + } + + MyMoneyMoney ir; + if(m_schedule.startDate() > QDate::currentDate()) { + ir = m_account.interestRate(m_schedule.startDate()); + } else { + ir = m_account.interestRate(QDate::currentDate()); + } + m_interestRateEdit->loadText(ir.formatMoney("", 3)); + m_newInterestRateEdit->loadText(ir.formatMoney("", 3)); + m_newInterestRateEdit->setPrecision(3); + m_interestRateLabel->setText(QString(" ") + ir.formatMoney("", 3) + QString("%")); + + m_paymentFrequencyUnitEdit->setCurrentItem(i18n(m_schedule.occurenceToString())); + updateTermWidgets(m_account.term()); + + // the base payment (amortization and interest) is determined + // by adding all splits that are not automatically calculated. + // If the loan is a liability, we reverse the sign at the end + MyMoneyMoney basePayment; + MyMoneyMoney addPayment; + + m_transaction = m_schedule.transaction(); + + QValueList<MyMoneySplit>::ConstIterator it_s; + for(it_s = m_schedule.transaction().splits().begin(); + it_s != m_schedule.transaction().splits().end(); + ++it_s) { + MyMoneyAccount acc = file->account((*it_s).accountId()); + // if it's the split that references the source/dest + // of the money, we check if we borrow or loan money + if(paymentAccountId.isEmpty() + && acc.isAssetLiability() && !acc.isLoan() + && (*it_s).value() != MyMoneyMoney::autoCalc) { + if((*it_s).value().isNegative()) { + m_lendButton->setChecked(false); + m_borrowButton->setChecked(true); + } else { + m_lendButton->setChecked(true); + m_borrowButton->setChecked(false); + } + // we keep the amount of the full payment and subtract the + // base payment later to get information about the additional payment + addPayment = (*it_s).value(); + paymentAccountId = (*it_s).accountId(); + MyMoneyPayee payee; + if(!(*it_s).payeeId().isEmpty()) { + try { + payee = file->payee((*it_s).payeeId()); + m_payeeEdit->setSelectedItem(payee.id()); + } catch(MyMoneyException *e) { + delete e; + qWarning("Payee for schedule has been deleted"); + } + } + + // remove this split with one that will be replaced + // later and has a phony id + m_transaction.removeSplit(*it_s); + m_split.clearId(); + m_transaction.addSplit(m_split); + } + + if((*it_s).action() == MyMoneySplit::ActionInterest) { + interestAccountId = (*it_s).accountId(); + } + + if((*it_s).value() != MyMoneyMoney::autoCalc) { + basePayment += (*it_s).value(); + } else { + // remove the splits which should not show up + // for additional fees + m_transaction.removeSplit(*it_s); + } + + } + if(m_borrowButton->isChecked()) { + basePayment = -basePayment; + addPayment = -addPayment; + } + // now make adjustment to get the amount of the additional fees + addPayment -= basePayment; + + // load account selection widgets now that we know if + // we borrow or lend money + loadAccountList(); + + int fraction = m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())); + m_paymentEdit->loadText(basePayment.formatMoney(fraction)); + m_newPaymentEdit->loadText(basePayment.formatMoney(fraction)); + m_paymentLabel->setText(QString(" ") + basePayment.formatMoney(fraction)); + + m_additionalCost->setText(addPayment.formatMoney(fraction)); + m_interestAccountEdit->setSelected(interestAccountId); + m_paymentAccountEdit->setSelected(paymentAccountId); + m_nextDueDateEdit->setDate(m_schedule.nextPayment()); + + int changeFrequencyUnit; + int amt = m_account.interestChangeFrequency(&changeFrequencyUnit); + if(amt != -1) { + m_interestFrequencyAmountEdit->setValue(amt); + m_interestFrequencyUnitEdit->setCurrentItem(changeFrequencyUnit); + } + + // keep track, if the loan should be fully repayed + m_fullyRepayLoan = m_account.finalPayment() < basePayment; + + updateLoanInfo(); + updateSummary(); +} + +void KEditLoanWizard::next() +{ + bool dontLeavePage = false; + QButton* button = m_selectionButtonGroup->find(m_lastSelection); + + if(currentPage() == m_editSelectionPage) { + + if(button != 0 + && m_lastSelection != m_selectionButtonGroup->id(m_selectionButtonGroup->selected())) { + QString errMsg = i18n( + "Your previous selection was \"%1\". If you select another option, " + "KMyMoney will dismiss the changes you have just entered. " + "Do you wish to proceed?").arg(button->text()); + + if(KMessageBox::questionYesNo(this, errMsg) == KMessageBox::No) { + dontLeavePage = true; + } else { + loadWidgets(m_account); + } + } + + if(!dontLeavePage) { + button = m_selectionButtonGroup->selected(); + + // turn off all pages except the summary at the end + // and the one's we need for the selected option + // and load the widgets with the current values + + // general info + setAppropriate(m_namePage, false); + setAppropriate(m_interestTypePage, false); + setAppropriate(m_previousPaymentsPage, false); + setAppropriate(m_recordPaymentPage, false); + setAppropriate(m_variableInterestDatePage, false); + setAppropriate(m_firstPaymentPage, false); + // loan calculation + setAppropriate(m_paymentEditPage, false); + setAppropriate(m_interestEditPage, false); + setAppropriate(m_paymentFrequencyPage, false); + setAppropriate(m_interestCalculationPage, false); + setAppropriate(m_loanAmountPage, false); + setAppropriate(m_interestPage, false); + setAppropriate(m_durationPage, false); + setAppropriate(m_paymentPage, false); + setAppropriate(m_finalPaymentPage, false); + setAppropriate(m_calculationOverviewPage, false); + // payment + setAppropriate(m_interestCategoryPage, false); + setAppropriate(m_additionalFeesPage, false); + setAppropriate(m_schedulePage, false); + setAppropriate(m_summaryPage, true); + + setAppropriate(m_effectiveDatePage, true); + if(indexOf(m_summaryPage) != -1) { + removePage(m_summaryPage); + setFinishEnabled(m_summaryEditPage, true); + } + + if(button == m_editInterestRateButton) { + setAppropriate(m_interestTypePage, true); + setAppropriate(m_variableInterestDatePage, true); + setAppropriate(m_paymentEditPage, true); + setAppropriate(m_interestEditPage, true); + setAppropriate(m_summaryEditPage, true); + + } else if(button == m_editOtherCostButton) { + setAppropriate(m_additionalFeesPage, true); + setAppropriate(m_summaryEditPage, true); + + } else if(button == m_editOtherInfoButton) { + setAppropriate(m_namePage, true); + setAppropriate(m_interestCalculationPage, true); + setAppropriate(m_interestPage, true); + setAppropriate(m_durationPage, true); + setAppropriate(m_paymentPage, true); + setAppropriate(m_finalPaymentPage, true); + setAppropriate(m_calculationOverviewPage, true); + setAppropriate(m_interestCategoryPage, true); + setAppropriate(m_additionalFeesPage, true); + setAppropriate(m_schedulePage, true); + setAppropriate(m_summaryEditPage, false); + addPage(m_summaryPage, i18n("Summary")); + setAppropriate(m_summaryPage, true); + setFinishEnabled(m_summaryEditPage, false); + setFinishEnabled(m_summaryPage, true); + + } else { + qFatal("%s,%d: This should never happen", __FILE__, __LINE__); + } + + m_lastSelection = m_selectionButtonGroup->id(m_selectionButtonGroup->selected()); + } // if(!dontLeavePage) + + } else if(currentPage() == m_additionalFeesPage) { + button = m_selectionButtonGroup->selected(); + if(button == m_editOtherCostButton) { + updateLoanInfo(); + updateEditSummary(); + } + + } else if(currentPage() == m_interestEditPage) { + // copy the necessary data to the widgets used for calculation + m_interestRateEdit->setValue(m_newInterestRateEdit->value()); + m_paymentEdit->setValue(m_newPaymentEdit->value()); + + // if interest rate and payment amount is given, then force + // the term to be recalculated. The final payment is adjusted to + // 0 if the loan was ment to be fully repayed + updateTermWidgets(m_account.term()); + if(!m_interestRateEdit->lineedit()->text().isEmpty() + && !m_paymentEdit->lineedit()->text().isEmpty()) { + // if there's an amortization going on, we can evaluate + // the new term. If the amortization is 0 (interest only + // payments) then we keep the term as entered by the user. + if(m_loanAmountEdit->value() != m_finalPaymentEdit->value()) { + m_durationValueEdit->setValue(0); + } + if(m_fullyRepayLoan) + m_finalPaymentEdit->loadText(MyMoneyMoney(0).formatMoney(m_account.fraction(MyMoneyFile::instance()->security(m_account.currencyId())))); + } + +/* + // we need to calculate the balance at the time of the change + // in order to accurately recalculate the term. A special + // situation arises, when we keep track of all payments and + // the full loan is not yet paid out. In this case, we take the + // the loan amount minus all amortization payments as the current + // balance. + // FIXME: This needs some more thoughts. We leave it out for + // now and always calculate with the full loan amount. + MyMoneyMoney balance = m_account.openingBalance(); + + QValueList<MyMoneyTransaction> list; + QValueList<MyMoneyTransaction>::ConstIterator it; + MyMoneySplit split; + MyMoneyTransactionFilter filter(m_account.id()); + + filter.setDateFilter(QDate(), m_effectiveChangeDateEdit->date().addDays(-1)); + list = MyMoneyFile::instance()->transactionList(filter); + + for(it = list.begin(); it != list.end(); ++it) { + try { + split = (*it).splitByAccount(m_account.id()); + balance += split.value(); + + } catch(MyMoneyException *e) { + // account is not referenced within this transaction + delete e; + } + } + m_loanAmountEdit->setText(balance.formatMoney()); +*/ + + // now re-calculate the figures + dontLeavePage = !calculateLoan(); + + // reset the original loan amount to the widget + m_loanAmountEdit->setValue(m_account.loanAmount()); + + if(!dontLeavePage) { + updateLoanInfo(); + updateEditSummary(); + } + } + + if(!dontLeavePage) + KNewLoanWizard::next(); + + // These might have been set by KNewLoanWizard::next() + setAppropriate(m_previousPaymentsPage, false); + setAppropriate(m_recordPaymentPage, false); + // we never need to show this page + if(currentPage() == m_previousPaymentsPage) + KNewLoanWizard::next(); +} + +void KEditLoanWizard::slotCheckPageFinished(void) +{ + KNewLoanWizard::slotCheckPageFinished(); + + // if we're on one of the specific edit pages, the next button + // is enabled. If the values in the edit widgets are not + // appropriate, we just have to disable it. + + if(currentPage() == m_effectiveDatePage) { + if(m_effectiveChangeDateEdit->date() < m_account.openingDate() + || m_effectiveChangeDateEdit->date() > QDate::currentDate()) + nextButton()->setEnabled(false); + + } else if(currentPage() == m_interestEditPage) { + if(!m_newPaymentEdit->isValid() + && !m_newInterestRateEdit->isValid()) + nextButton()->setEnabled(false); + } +} + +void KEditLoanWizard::updateEditSummary(void) +{ + updateSummary(); + m_payment7->setText(m_summaryPeriodicPayment->text()); + m_additionalFees7->setText(m_summaryAdditionalFees->text()); + m_totalPayment7->setText(m_summaryTotalPeriodicPayment->text()); + m_interestRate7->setText(m_summaryInterestRate->text()); + m_startDateChanges->setText(KGlobal::locale()->formatDate(m_effectiveChangeDateEdit->date(), true)); + + // calculate the number of affected transactions + MyMoneyTransactionFilter filter(m_account.id()); + filter.setDateFilter(m_effectiveChangeDateEdit->date(), QDate()); + + int count = 0; + QValueList<MyMoneyTransaction> list; + QValueList<MyMoneyTransaction>::ConstIterator it; + list = MyMoneyFile::instance()->transactionList(filter); + + for(it = list.begin(); it != list.end(); ++it) { + QValueList<MyMoneySplit>::ConstIterator it_s; + int match = 0; + for(it_s = (*it).splits().begin(); it_s != (*it).splits().end(); ++it_s) { + // we only count those transactions that have an interest + // and amortization part + if((*it_s).action() == MyMoneySplit::ActionInterest) + match |= 0x01; + if((*it_s).action() == MyMoneySplit::ActionAmortization) + match |= 0x02; + } + if(match == 0x03) + count++; + } + + m_affectedPayments->setText(QString().sprintf("%d", count)); +} + +const MyMoneySchedule KEditLoanWizard::schedule(void) const +{ + MyMoneySchedule sched = m_schedule; + sched.setTransaction(transaction()); + sched.setOccurence(MyMoneySchedule::stringToOccurence(m_paymentFrequencyUnitEdit->currentText())); + if(m_nextDueDateEdit->date() < m_schedule.startDate()) + sched.setStartDate(m_nextDueDateEdit->date()); + + return sched; +} + +const MyMoneyAccount KEditLoanWizard::account(void) const +{ + MyMoneyAccountLoan acc(m_account); + + if(m_interestOnReceptionButton->isChecked()) + acc.setInterestCalculation(MyMoneyAccountLoan::paymentReceived); + else + acc.setInterestCalculation(MyMoneyAccountLoan::paymentDue); + + acc.setFixedInterestRate(m_fixedInterestButton->isChecked()); + acc.setFinalPayment(MyMoneyMoney(m_finalPaymentEdit->text())); + acc.setTerm(term()); + acc.setPeriodicPayment(m_paymentEdit->value()); + acc.setInterestRate(m_effectiveChangeDateEdit->date(), m_interestRateEdit->value()); + + acc.setPayee(m_payeeEdit->selectedItem()); + + if(m_variableInterestButton->isChecked()) { + acc.setNextInterestChange(m_interestChangeDateEdit->date()); + acc.setInterestChangeFrequency(m_interestFrequencyAmountEdit->value(), + m_interestFrequencyUnitEdit->currentItem()); + } + + return acc; +} + +const MyMoneyTransaction KEditLoanWizard::transaction() const +{ + MyMoneyTransaction t = KNewLoanWizard::transaction(); + MyMoneySplit s = t.splitByAccount(QString("Phony-ID")); + + s.setAccountId(m_account.id()); + t.modifySplit(s); + + return t; +} + +#include "keditloanwizard.moc" |