diff options
Diffstat (limited to 'kmymoney2/dialogs/knewinvestmentwizard.cpp')
| -rw-r--r-- | kmymoney2/dialogs/knewinvestmentwizard.cpp | 314 |
1 files changed, 314 insertions, 0 deletions
diff --git a/kmymoney2/dialogs/knewinvestmentwizard.cpp b/kmymoney2/dialogs/knewinvestmentwizard.cpp new file mode 100644 index 0000000..d0c9046 --- /dev/null +++ b/kmymoney2/dialogs/knewinvestmentwizard.cpp @@ -0,0 +1,314 @@ +/*************************************************************************** + knewinvestmentwizard - description + ------------------- + begin : Sat Dec 4 2004 + copyright : (C) 2004 by Thomas Baumgart + email : kmymoney2-developer@lists.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 <qcheckbox.h> +#include <qlabel.h> + +// ---------------------------------------------------------------------------- +// KDE Includes + +#include <kpushbutton.h> +#include <kcombobox.h> +#include <kurlrequester.h> +#include <klocale.h> +#include <kapplication.h> +#include <kmessagebox.h> + +// ---------------------------------------------------------------------------- +// Project Includes + +#include "knewinvestmentwizard.h" + +#include <kmymoney/kmymoneylineedit.h> +#include <kmymoney/kmymoneyedit.h> +#include <kmymoney/mymoneysecurity.h> +#include <kmymoney/mymoneyfile.h> +#include <kmymoney/kmymoneycombo.h> +#include "../widgets/kmymoneycurrencyselector.h" +#include "../converter/webpricequote.h" +#include "../kmymoneyutils.h" + +KNewInvestmentWizard::KNewInvestmentWizard( QWidget *parent, const char *name ) : + KNewInvestmentWizardDecl( parent, name ) +{ + init1(); + slotCheckPage(QString()); + + m_investmentSymbol->setFocus(); + connect(m_investmentSymbol, SIGNAL(lineChanged(const QString&)), this, SLOT(slotCheckForExistingSymbol(const QString&))); +} + +KNewInvestmentWizard::KNewInvestmentWizard( const MyMoneyAccount& acc, QWidget *parent, const char *name ) : + KNewInvestmentWizardDecl( parent, name ), + m_account(acc) +{ + setCaption(i18n("Investment detail wizard")); + init1(); + + // load the widgets with the data + setName(m_account.name()); + m_security = MyMoneyFile::instance()->security(m_account.currencyId()); + + init2(); + + int priceMode = 0; + if(!m_account.value("priceMode").isEmpty()) + priceMode = m_account.value("priceMode").toInt(); + m_priceMode->setCurrentItem(priceMode); + +} + +KNewInvestmentWizard::KNewInvestmentWizard( const MyMoneySecurity& security, QWidget *parent, const char *name ) : + KNewInvestmentWizardDecl( parent, name ), + m_security(security) +{ + setCaption(i18n("Security detail wizard")); + init1(); + m_createAccount = false; + + // load the widgets with the data + setName(security.name()); + + init2(); + + // no chance to change the price mode here + m_priceMode->setCurrentItem(0); + m_priceMode->setEnabled(false); +} + +void KNewInvestmentWizard::init1(void) +{ + m_onlineSourceCombo->insertStringList( WebPriceQuote::quoteSources() ); + + m_onlineFactor->setValue(MyMoneyMoney(1,1)); + m_onlineFactor->setPrecision(4); + + m_fraction->setPrecision(0); + m_fraction->setValue(MyMoneyMoney(100, 1)); + kMyMoneyMoneyValidator* fractionValidator = new kMyMoneyMoneyValidator(1, 100000, 0, this); + m_fraction->setValidator(fractionValidator); + + // load the price mode combo + m_priceMode->insertItem(i18n("default price mode", "<default>"), 0); + m_priceMode->insertItem(i18n("Price per share"), 1); + m_priceMode->insertItem(i18n("Total for all shares"), 2); + + // load the widget with the available currencies + m_tradingCurrencyEdit->update(QString()); + + connect(helpButton(),SIGNAL(clicked()), this, SLOT(slotHelp(void))); + connect(m_investmentName, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPage(void))); + connect(m_investmentSymbol, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPage(void))); + connect(m_fraction, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPage(void))); + connect(m_investmentIdentification, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPage(void))); + connect(m_onlineFactor, SIGNAL(textChanged(const QString&)), this, SLOT(slotCheckPage(void))); + connect(m_onlineSourceCombo, SIGNAL(activated(const QString&)), this, SLOT(slotCheckPage(const QString&))); + connect(m_useFinanceQuote, SIGNAL(toggled(bool)), this, SLOT(slotSourceChanged(bool))); + + m_createAccount = true; + + // Update label in case of edit + if(!m_account.id().isEmpty()) { + m_introLabel->setText(i18n("This wizard allows you to modify the selected investment.")); + } + if(!m_security.id().isEmpty()) { + m_introLabel->setText(i18n("This wizard allows you to modify the selected security.")); + } + + +} + +void KNewInvestmentWizard::init2(void) +{ + MyMoneySecurity tradingCurrency = MyMoneyFile::instance()->currency(m_security.tradingCurrency()); + m_investmentSymbol->setText(m_security.tradingSymbol()); + m_tradingMarket->setCurrentText(m_security.tradingMarket()); + m_fraction->setValue(MyMoneyMoney(m_security.smallestAccountFraction(), 1)); + m_tradingCurrencyEdit->setSecurity(tradingCurrency); + if (m_security.value("kmm-online-quote-system") == "Finance::Quote") { + FinanceQuoteProcess p; + m_useFinanceQuote->setChecked(true); + m_onlineSourceCombo->setCurrentText(p.niceName(m_security.value("kmm-online-source"))); + } else { + m_onlineSourceCombo->setCurrentText(m_security.value("kmm-online-source")); + } + if(!m_security.value("kmm-online-factor").isEmpty()) + m_onlineFactor->setValue(MyMoneyMoney(m_security.value("kmm-online-factor"))); + m_investmentIdentification->setText(m_security.value("kmm-security-id")); + m_securityType->setCurrentText(KMyMoneyUtils::securityTypeToString(m_security.securityType())); + + slotCheckPage(m_security.value("kmm-online-source")); +} + +KNewInvestmentWizard::~KNewInvestmentWizard() +{ +} + +void KNewInvestmentWizard::setName(const QString& name) +{ + m_investmentName->setText(name); +} + +void KNewInvestmentWizard::next(void) +{ + KNewInvestmentWizardDecl::next(); + slotCheckPage(); +} + +void KNewInvestmentWizard::slotCheckForExistingSymbol(const QString& symbol) +{ + if(m_investmentName->text().isEmpty()) { + QValueList<MyMoneySecurity> list = MyMoneyFile::instance()->securityList(); + QValueList<MyMoneySecurity>::const_iterator it_s; + MyMoneySecurity::eSECURITYTYPE type = KMyMoneyUtils::stringToSecurity(m_securityType->currentText()); + + for(it_s = list.begin(); it_s != list.end(); ++it_s) { + if((*it_s).securityType() == type + && (*it_s).tradingSymbol() == m_investmentSymbol->text()) { + m_security = MyMoneySecurity(); + if(KMessageBox::questionYesNo(this, i18n("The selected symbol is already on file. Do you want to reuse the existing security?"), i18n("Security found")) == KMessageBox::Yes) { + m_security = *it_s; + init2(); + m_investmentName->loadText(m_security.name()); + } + break; + } + } + } +} + +void KNewInvestmentWizard::slotSourceChanged(bool useFQ) +{ + m_onlineSourceCombo->clear(); + m_onlineSourceCombo->insertItem(QString(), 0); + if (useFQ) { + m_onlineSourceCombo->insertStringList( WebPriceQuote::quoteSources( WebPriceQuote::FinanceQuote ) ); + } else { + m_onlineSourceCombo->insertStringList( WebPriceQuote::quoteSources() ); + } +} + +void KNewInvestmentWizard::slotCheckPage(const QString& txt) +{ + m_onlineFactor->setEnabled(!txt.isEmpty()); +} + +void KNewInvestmentWizard::slotCheckPage(void) +{ + if(currentPage() == m_investmentDetailsPage) { + setNextEnabled(m_investmentDetailsPage, false); + if(m_investmentName->text().length() > 0 + && m_investmentSymbol->text().length() > 0 + && !m_fraction->value().isZero() + ) { + setNextEnabled(m_investmentDetailsPage, true); + } + } else if(currentPage() == m_onlineUpdatePage) { + setFinishEnabled(m_onlineUpdatePage, true); + if(m_onlineFactor->isEnabled() && m_onlineFactor->value().isZero()) + setFinishEnabled(m_onlineUpdatePage, false); + } +} + +void KNewInvestmentWizard::slotHelp(void) +{ + kapp->invokeHelp("details.investments.newinvestmentwizard"); +} + +void KNewInvestmentWizard::createObjects(const QString& parentId) +{ + MyMoneyFile* file = MyMoneyFile::instance(); + + QValueList<MyMoneySecurity> list = MyMoneyFile::instance()->securityList(); + QValueList<MyMoneySecurity>::ConstIterator it; + + MyMoneySecurity::eSECURITYTYPE type = KMyMoneyUtils::stringToSecurity(m_securityType->currentText()); + MyMoneyFileTransaction ft; + try { + // update all relevant attributes only, if we create a stock + // account and the security is unknown or we modifiy the security + MyMoneySecurity newSecurity(m_security); + newSecurity.setName(m_investmentName->text()); + newSecurity.setTradingSymbol(m_investmentSymbol->text()); + newSecurity.setTradingMarket(m_tradingMarket->currentText()); + newSecurity.setSmallestAccountFraction(m_fraction->value()); + newSecurity.setTradingCurrency(m_tradingCurrencyEdit->security().id()); + newSecurity.setSecurityType(type); + newSecurity.deletePair("kmm-online-source"); + newSecurity.deletePair("kmm-online-quote-system"); + newSecurity.deletePair("kmm-online-factor"); + newSecurity.deletePair("kmm-security-id"); + + if(!m_onlineSourceCombo->currentText().isEmpty()) { + if (m_useFinanceQuote->isChecked()) { + FinanceQuoteProcess p; + newSecurity.setValue("kmm-online-quote-system", "Finance::Quote"); + newSecurity.setValue("kmm-online-source", p.crypticName(m_onlineSourceCombo->currentText())); + }else{ + newSecurity.setValue("kmm-online-source", m_onlineSourceCombo->currentText()); + } + } + if(m_onlineFactor->isEnabled() && (m_onlineFactor->value() != MyMoneyMoney(1,1))) + newSecurity.setValue("kmm-online-factor", m_onlineFactor->value().toString()); + if(!m_investmentIdentification->text().isEmpty()) + newSecurity.setValue("kmm-security-id", m_investmentIdentification->text()); + + if(m_security.id().isEmpty() || newSecurity != m_security) { + m_security = newSecurity; + + // add or update it + if(m_security.id().isEmpty()) { + file->addSecurity(m_security); + } else { + file->modifySecurity(m_security); + } + } + + if(m_createAccount) { + // now that the security exists, we can add the account to store it + m_account.setName(m_investmentName->text()); + if(m_account.accountType() == MyMoneyAccount::UnknownAccountType) + m_account.setAccountType(MyMoneyAccount::Stock); + + m_account.setCurrencyId(m_security.id()); + switch(m_priceMode->currentItem()) { + case 0: + m_account.deletePair("priceMode"); + break; + case 1: + case 2: + m_account.setValue("priceMode", QString("%1").arg(m_priceMode->currentItem())); + break; + } + + if(m_account.id().isEmpty()) { + MyMoneyAccount parent = file->account(parentId); + file->addAccount(m_account, parent); + } else + file->modifyAccount(m_account); + } + ft.commit(); + } catch(MyMoneyException* e) { + KMessageBox::detailedSorry(0, i18n("Unable to create all objects for the investment"), QString("%1 caugt in %2:%3").arg(e->what()).arg(e->file()).arg(e->line())); + delete e; + } +} + +#include "knewinvestmentwizard.moc" |