diff options
Diffstat (limited to 'kmymoney2/dialogs/knewloanwizard.cpp')
| -rw-r--r-- | kmymoney2/dialogs/knewloanwizard.cpp | 1088 |
1 files changed, 1088 insertions, 0 deletions
diff --git a/kmymoney2/dialogs/knewloanwizard.cpp b/kmymoney2/dialogs/knewloanwizard.cpp new file mode 100644 index 0000000..28c48ef --- /dev/null +++ b/kmymoney2/dialogs/knewloanwizard.cpp @@ -0,0 +1,1088 @@ +/*************************************************************************** + 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" |