File indexing completed on 2024-05-19 05:07:22

 /*
     SPDX-FileCopyrightText: 2004-2006 Ace Jones <acejones@users.sourceforge.net>
     SPDX-FileCopyrightText: 2006 Darren Gould <darren_gould@gmx.de>
     SPDX-FileCopyrightText: 2007-2010 Alvaro Soliverez <asoliverez@gmail.com>
     SPDX-FileCopyrightText: 2010-2019 Thomas Baumgart <tbaumgart@kde.org>
     SPDX-FileCopyrightText: 2017-2018 Łukasz Wojniłowicz <lukasz.wojnilowicz@gmail.com>
     SPDX-FileCopyrightText: 2018 Michael Kiefer <Michael-Kiefer@web.de>
     SPDX-License-Identifier: GPL-2.0-or-later
 */
 
 #include "mymoneyreport_p.h"
 
 // ----------------------------------------------------------------------------
 // QT Includes
 
 #include <QSet>
 
 // ----------------------------------------------------------------------------
 // KDE Includes
 
 // ----------------------------------------------------------------------------
 // Project Includes
 
 #include "journalmodel.h"
 #include "mymoneyaccount.h"
 #include "mymoneyexception.h"
 #include "mymoneyfile.h"
 #include "mymoneymoney.h"
 #include "mymoneytransaction.h"
 #include "mymoneytransactionfilter.h"
 
 MyMoneyReport::MyMoneyReport()
     : MyMoneyObject(*new MyMoneyReportPrivate(this))
 {
 }
 
 MyMoneyReport::MyMoneyReport(const QString& id)
     : MyMoneyObject(*new MyMoneyReportPrivate(this), id)
 {
 }
 
 MyMoneyReport::MyMoneyReport(eMyMoney::Report::RowType rt,
                              unsigned ct,
                              eMyMoney::TransactionFilter::Date dl,
                              eMyMoney::Report::DetailLevel ss,
                              const QString& name,
                              const QString& comment)
     : MyMoneyObject(*new MyMoneyReportPrivate(this))
 {
     Q_D(MyMoneyReport);
     d->m_name = name;
     d->m_comment = comment;
     d->m_detailLevel = ss;
     d->m_investmentSum = ct & eMyMoney::Report::QueryColumn::CapitalGain ? eMyMoney::Report::InvestmentSum::Sold : eMyMoney::Report::InvestmentSum::Period;
     d->m_reportType = d->rowTypeToReportType(rt);
     d->m_rowType = rt;
     d->m_dateLock = dl;
 
     //set report type
     if (d->m_reportType == eMyMoney::Report::ReportType::PivotTable)
         d->m_columnType = static_cast<eMyMoney::Report::ColumnType>(ct);
     if (d->m_reportType == eMyMoney::Report::ReportType::QueryTable)
         d->m_queryColumns = static_cast<eMyMoney::Report::QueryColumn>(ct);
     setDateFilter(dl);
 
     //throw exception if the type is inconsistent
     if (d->rowTypeToReportType(rt) == eMyMoney::Report::ReportType::Invalid ||
             d->m_reportType == eMyMoney::Report::ReportType::NoReport)
         throw MYMONEYEXCEPTION_CSTRING("Invalid report type");
 
     //add the corresponding account groups
     addAccountGroupsByRowType(rt);
     switch(rt) {
     case eMyMoney::Report::RowType::AssetLiability:
     case eMyMoney::Report::RowType::Account:
     case eMyMoney::Report::RowType::ExpenseIncome:
         d->m_showRowTotals = true;
         break;
     default:
         break;
     }
 
 #ifdef DEBUG_REPORTS
     QDebug out = qDebug();
     out << _name << toString(_rt) << toString(m_reportType);
     for (const eMyMoney::Account::Type& accountType : m_accountGroups)
         out << MyMoneyeMyMoney::Account::accountTypeToString(accountType);
     if (m_accounts.size() > 0)
         out << m_accounts;
 #endif
 }
 
 MyMoneyReport::MyMoneyReport(const MyMoneyReport& other) :
     MyMoneyObject(*new MyMoneyReportPrivate(*other.d_func()), other.id()),
     MyMoneyTransactionFilter(other)
 {
 }
 
 MyMoneyReport::MyMoneyReport(const QString& id, const MyMoneyReport& other) :
     MyMoneyObject(*new MyMoneyReportPrivate(*other.d_func()), id),
     MyMoneyTransactionFilter(other)
 {
     Q_D(MyMoneyReport);
     d->m_movingAverageDays = 0;
     d->m_currentDateColumn = 0;
 }
 
 MyMoneyReport::~MyMoneyReport()
 {
 }
 
 void MyMoneyReport::addAccountGroupsByRowType(eMyMoney::Report::RowType rt)
 {
     //add the corresponding account groups
     switch(rt) {
     case eMyMoney::Report::RowType::AccountInfo:
     case eMyMoney::Report::RowType::AssetLiability:
         addAccountGroup(eMyMoney::Account::Type::Asset);
         addAccountGroup(eMyMoney::Account::Type::Liability);
         break;
 
     case eMyMoney::Report::RowType::Account:
         addAccountGroup(eMyMoney::Account::Type::Asset);
         addAccountGroup(eMyMoney::Account::Type::AssetLoan);
         addAccountGroup(eMyMoney::Account::Type::Cash);
         addAccountGroup(eMyMoney::Account::Type::Checkings);
         addAccountGroup(eMyMoney::Account::Type::CreditCard);
         if (m_expertMode)
             addAccountGroup(eMyMoney::Account::Type::Equity);
         addAccountGroup(eMyMoney::Account::Type::Expense);
         addAccountGroup(eMyMoney::Account::Type::Income);
         addAccountGroup(eMyMoney::Account::Type::Liability);
         addAccountGroup(eMyMoney::Account::Type::Loan);
         addAccountGroup(eMyMoney::Account::Type::Savings);
         addAccountGroup(eMyMoney::Account::Type::Stock);
         break;
 
     case eMyMoney::Report::RowType::ExpenseIncome:
         addAccountGroup(eMyMoney::Account::Type::Expense);
         addAccountGroup(eMyMoney::Account::Type::Income);
         break;
 
     //FIXME take this out once we have sorted out all issues regarding budget of assets and liabilities -- asoliverez@gmail.com
     case eMyMoney::Report::RowType::Budget:
     case eMyMoney::Report::RowType::BudgetActual:
         addAccountGroup(eMyMoney::Account::Type::Expense);
         addAccountGroup(eMyMoney::Account::Type::Income);
         break;
 
     //cash flow reports show splits for all account groups
     case eMyMoney::Report::RowType::CashFlow:
         addAccountGroup(eMyMoney::Account::Type::Expense);
         addAccountGroup(eMyMoney::Account::Type::Income);
         addAccountGroup(eMyMoney::Account::Type::Asset);
         addAccountGroup(eMyMoney::Account::Type::Liability);
         break;
     default:
         break;
     }
 }
 
 eMyMoney::Report::ReportType MyMoneyReport::reportType() const
 {
     Q_D(const MyMoneyReport);
     return d->m_reportType;
 }
 
 void MyMoneyReport::setReportType(eMyMoney::Report::ReportType rt)
 {
     Q_D(MyMoneyReport);
     d->m_reportType = rt;
 }
 
 QString MyMoneyReport::name() const
 {
     Q_D(const MyMoneyReport);
     return d->m_name;
 }
 
 void MyMoneyReport::setName(const QString& s)
 {
     Q_D(MyMoneyReport);
     d->m_name = s;
 }
 
 bool MyMoneyReport::isShowingRowTotals() const
 {
     Q_D(const MyMoneyReport);
     return (d->m_showRowTotals);
 }
 
 void MyMoneyReport::setShowingRowTotals(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_showRowTotals = f;
 }
 
 bool MyMoneyReport::isShowingColumnTotals() const
 {
     Q_D(const MyMoneyReport);
     return d->m_showColumnTotals;
 }
 
 void MyMoneyReport::setShowingColumnTotals(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_showColumnTotals = f;
 }
 
 eMyMoney::Report::RowType MyMoneyReport::rowType() const
 {
     Q_D(const MyMoneyReport);
     return d->m_rowType;
 }
 
 void MyMoneyReport::setRowType(eMyMoney::Report::RowType rt)
 {
     Q_D(MyMoneyReport);
     d->m_rowType = rt;
     d->m_reportType = d->rowTypeToReportType(rt);
 
     d->m_accountGroupFilter = false;
     d->m_accountGroups.clear();
 
     addAccountGroupsByRowType(rt);
 }
 
 bool MyMoneyReport::isRunningSum() const
 {
     Q_D(const MyMoneyReport);
     return (d->m_rowType == eMyMoney::Report::RowType::AssetLiability);
 }
 
 eMyMoney::Report::ColumnType MyMoneyReport::columnType() const
 {
     Q_D(const MyMoneyReport);
     return d->m_columnType;
 }
 
 void MyMoneyReport::setColumnType(eMyMoney::Report::ColumnType ct)
 {
     Q_D(MyMoneyReport);
     d->m_columnType = ct;
 }
 
 bool MyMoneyReport::isConvertCurrency() const
 {
     Q_D(const MyMoneyReport);
     return d->m_convertCurrency;
 }
 
 void MyMoneyReport::setConvertCurrency(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_convertCurrency = f;
 }
 
 uint MyMoneyReport::columnPitch() const
 {
     Q_D(const MyMoneyReport);
     return static_cast<uint>(d->m_columnType);
 }
 
 QString MyMoneyReport::comment() const
 {
     Q_D(const MyMoneyReport);
     return d->m_comment;
 }
 
 void MyMoneyReport::setComment(const QString& comment)
 {
     Q_D(MyMoneyReport);
     d->m_comment = comment;
 }
 
 eMyMoney::Report::QueryColumn MyMoneyReport::queryColumns() const
 {
     Q_D(const MyMoneyReport);
     return d->m_queryColumns;
 }
 
 void MyMoneyReport::setQueryColumns(eMyMoney::Report::QueryColumn qc)
 {
     Q_D(MyMoneyReport);
     d->m_queryColumns = qc;
 }
 
 QString MyMoneyReport::group() const
 {
     Q_D(const MyMoneyReport);
     return d->m_group;
 }
 
 void MyMoneyReport::setGroup(const QString& group)
 {
     Q_D(MyMoneyReport);
     d->m_group = group;
 }
 
 bool MyMoneyReport::isFavorite() const
 {
     Q_D(const MyMoneyReport);
     return d->m_favorite;
 }
 
 void MyMoneyReport::setFavorite(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_favorite = f;
 }
 
 bool MyMoneyReport::isTax() const
 {
     Q_D(const MyMoneyReport);
     return d->m_tax;
 }
 
 void MyMoneyReport::setTax(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_tax = f;
 }
 
 bool MyMoneyReport::isPropagateBudgetDifference() const
 {
     Q_D(const MyMoneyReport);
     return d->m_propagateBudgetDifference;
 }
 
 void MyMoneyReport::setPropagateBudgetDifference(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_propagateBudgetDifference = f;
 }
 
 bool MyMoneyReport::isInvestmentsOnly() const
 {
     Q_D(const MyMoneyReport);
     return d->m_investments;
 }
 
 void MyMoneyReport::setInvestmentsOnly(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_investments = f;
     if (f) d->m_loans = false;
 }
 
 bool MyMoneyReport::isLoansOnly() const
 {
     Q_D(const MyMoneyReport);
     return d->m_loans;
 }
 
 void MyMoneyReport::setLoansOnly(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_loans = f;
     if (f) d->m_investments = false;
 }
 
 eMyMoney::Report::DetailLevel MyMoneyReport::detailLevel() const
 {
     Q_D(const MyMoneyReport);
     return d->m_detailLevel;
 }
 
 void MyMoneyReport::setDetailLevel(eMyMoney::Report::DetailLevel detail)
 {
     Q_D(MyMoneyReport);
     d->m_detailLevel = detail;
 }
 
 eMyMoney::Report::InvestmentSum MyMoneyReport::investmentSum() const
 {
     Q_D(const MyMoneyReport);
     return d->m_investmentSum;
 }
 
 void MyMoneyReport::setInvestmentSum(eMyMoney::Report::InvestmentSum sum)
 {
     Q_D(MyMoneyReport);
     d->m_investmentSum = sum;
 }
 
 bool MyMoneyReport::isHideTransactions() const
 {
     Q_D(const MyMoneyReport);
     return d->m_hideTransactions;
 }
 
 void MyMoneyReport::setHideTransactions(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_hideTransactions = f;
 }
 
 eMyMoney::Report::ChartType MyMoneyReport::chartType() const
 {
     Q_D(const MyMoneyReport);
     return d->m_chartType;
 }
 
 void MyMoneyReport::setChartType(eMyMoney::Report::ChartType type)
 {
     Q_D(MyMoneyReport);
     d->m_chartType = type;
 }
 
 eMyMoney::Report::ChartPalette MyMoneyReport::chartPalette() const
 {
     Q_D(const MyMoneyReport);
     return d->m_chartPalette;
 }
 
 void MyMoneyReport::setChartPalette(eMyMoney::Report::ChartPalette type)
 {
     Q_D(MyMoneyReport);
     d->m_chartPalette = type;
 }
 
 bool MyMoneyReport::isChartDataLabels() const
 {
     Q_D(const MyMoneyReport);
     return d->m_chartDataLabels;
 }
 
 void MyMoneyReport::setChartDataLabels(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_chartDataLabels = f;
 }
 
 bool MyMoneyReport::isChartCHGridLines() const
 {
     Q_D(const MyMoneyReport);
     return d->m_chartCHGridLines;
 }
 
 void MyMoneyReport::setChartCHGridLines(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_chartCHGridLines = f;
 }
 
 bool MyMoneyReport::isChartSVGridLines() const
 {
     Q_D(const MyMoneyReport);
     return d->m_chartSVGridLines;
 }
 
 void MyMoneyReport::setChartSVGridLines(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_chartSVGridLines = f;
 }
 
 bool MyMoneyReport::isChartByDefault() const
 {
     Q_D(const MyMoneyReport);
     return d->m_chartByDefault;
 }
 
 void MyMoneyReport::setChartByDefault(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_chartByDefault = f;
 }
 
 uint MyMoneyReport::chartLineWidth() const
 {
     Q_D(const MyMoneyReport);
     return d->m_chartLineWidth;
 }
 
 void MyMoneyReport::setChartLineWidth(uint f)
 {
     Q_D(MyMoneyReport);
     d->m_chartLineWidth = f;
 }
 
 bool MyMoneyReport::isLogYAxis() const
 {
     Q_D(const MyMoneyReport);
     return d->m_logYaxis;
 }
 
 void MyMoneyReport::setLogYAxis(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_logYaxis = f;
 }
 
 bool MyMoneyReport::isNegExpenses() const
 {
     Q_D(const MyMoneyReport);
     return d->m_negExpenses;
 }
 
 void MyMoneyReport::setNegExpenses(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_negExpenses = f;
 }
 
 QString MyMoneyReport::dataRangeStart() const
 {
     Q_D(const MyMoneyReport);
     return d->m_dataRangeStart;
 }
 
 void MyMoneyReport::setDataRangeStart(const QString& f)
 {
     Q_D(MyMoneyReport);
     d->m_dataRangeStart = f;
 }
 
 QString MyMoneyReport::dataRangeEnd() const
 {
     Q_D(const MyMoneyReport);
     return d->m_dataRangeEnd;
 }
 
 void MyMoneyReport::setDataRangeEnd(const QString& f)
 {
     Q_D(MyMoneyReport);
     d->m_dataRangeEnd = f;
 }
 
 QString MyMoneyReport::dataMajorTick() const
 {
     Q_D(const MyMoneyReport);
     return d->m_dataMajorTick;
 }
 
 void MyMoneyReport::setDataMajorTick(const QString& f)
 {
     Q_D(MyMoneyReport);
     d->m_dataMajorTick = f;
 }
 
 QString MyMoneyReport::dataMinorTick() const
 {
     Q_D(const MyMoneyReport);
     return d->m_dataMinorTick;
 }
 
 void MyMoneyReport::setDataMinorTick(const QString& f)
 {
     Q_D(MyMoneyReport);
     d->m_dataMinorTick = f;
 }
 
 uint MyMoneyReport::yLabelsPrecision() const
 {
     Q_D(const MyMoneyReport);
     return d->m_yLabelsPrecision;
 }
 
 void MyMoneyReport::setYLabelsPrecision(int f)
 {
     Q_D(MyMoneyReport);
     d->m_yLabelsPrecision = f;
 }
 
 bool MyMoneyReport::isIncludingSchedules() const
 {
     Q_D(const MyMoneyReport);
     return d->m_includeSchedules;
 }
 
 void MyMoneyReport::setIncludingSchedules(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_includeSchedules = f;
 }
 
 bool MyMoneyReport::isColumnsAreDays() const
 {
     Q_D(const MyMoneyReport);
     return d->m_columnsAreDays;
 }
 
 void MyMoneyReport::setColumnsAreDays(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_columnsAreDays = f;
 }
 
 bool MyMoneyReport::isIncludingTransfers() const
 {
     Q_D(const MyMoneyReport);
     return d->m_includeTransfers;
 }
 
 void MyMoneyReport::setIncludingTransfers(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_includeTransfers = f;
 }
 
 bool MyMoneyReport::isIncludingUnusedAccounts() const
 {
     Q_D(const MyMoneyReport);
     return d->m_includeUnusedAccounts;
 }
 
 void MyMoneyReport::setIncludingUnusedAccounts(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_includeUnusedAccounts = f;
 }
 
 bool MyMoneyReport::hasBudget() const
 {
     Q_D(const MyMoneyReport);
     return !d->m_budgetId.isEmpty();
 }
 
 QString MyMoneyReport::budget() const
 {
     Q_D(const MyMoneyReport);
     return d->m_budgetId;
 }
 
 /**
   * Sets the budget used for this report
   *
   * @param budget The ID of the budget to use, or an empty string
   * to indicate a budget is NOT included
   * @param fa Whether to display actual data alongside the budget.
   * Setting to false means the report displays ONLY the budget itself.
   * @warning For now, the budget ID is ignored.  The budget id is
   * simply checked for any non-empty string, and if so, hasBudget()
   * will return true.
   */
 void MyMoneyReport::setBudget(const QString& budget, bool fa)
 {
     Q_D(MyMoneyReport);
     d->m_budgetId = budget;
     d->m_includeBudgetActuals = fa;
 }
 
 bool MyMoneyReport::isIncludingBudgetActuals() const
 {
     Q_D(const MyMoneyReport);
     return d->m_includeBudgetActuals;
 }
 
 void MyMoneyReport::setIncludingBudgetActuals(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_includeBudgetActuals = f;
 }
 
 bool MyMoneyReport::isIncludingForecast() const
 {
     Q_D(const MyMoneyReport);
     return d->m_includeForecast;
 }
 
 void MyMoneyReport::setIncludingForecast(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_includeForecast = f;
 }
 
 bool MyMoneyReport::isIncludingMovingAverage() const
 {
     Q_D(const MyMoneyReport);
     return d->m_includeMovingAverage;
 }
 
 void MyMoneyReport::setIncludingMovingAverage(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_includeMovingAverage = f;
 }
 
 int MyMoneyReport::movingAverageDays() const
 {
     Q_D(const MyMoneyReport);
     return d->m_movingAverageDays;
 }
 
 void MyMoneyReport::setMovingAverageDays(int days)
 {
     Q_D(MyMoneyReport);
     d->m_movingAverageDays = days;
 }
 
 bool MyMoneyReport::isIncludingPrice() const
 {
     Q_D(const MyMoneyReport);
     return d->m_includePrice;
 }
 
 void MyMoneyReport::setIncludingPrice(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_includePrice = f;
 }
 
 bool MyMoneyReport::isIncludingAveragePrice() const
 {
     Q_D(const MyMoneyReport);
     return d->m_includeAveragePrice;
 }
 
 void MyMoneyReport::setIncludingAveragePrice(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_includeAveragePrice = f;
 }
 
 eMyMoney::Report::DataLock MyMoneyReport::dataFilter() const
 {
     Q_D(const MyMoneyReport);
     return d->m_dataLock;
 }
 
 bool MyMoneyReport::isDataUserDefined() const
 {
     Q_D(const MyMoneyReport);
     return d->m_dataLock == eMyMoney::Report::DataLock::UserDefined;
 }
 
 void MyMoneyReport::setDataFilter(eMyMoney::Report::DataLock u)
 {
     Q_D(MyMoneyReport);
     d->m_dataLock = u;
 }
 
 eMyMoney::TransactionFilter::Date MyMoneyReport::dateRange() const
 {
     Q_D(const MyMoneyReport);
     return d->m_dateLock;
 }
 
 bool MyMoneyReport::isDateUserDefined() const
 {
     Q_D(const MyMoneyReport);
     return d->m_dateLock == eMyMoney::TransactionFilter::Date::UserDefined;
 }
 
 /**
   * Set the underlying date filter and LOCK that filter to the specified
   * range.  For example, if @p _u is "CurrentMonth", this report should always
   * be updated to the current month no matter when the report is run.
   *
   * This updating is not entirely automatic, you should update it yourself by
   * calling updateDateFilter.
   *
   * @param _u The date range constant (MyMoneyTransactionFilter::dateRangeE)
   *          which this report should be locked to.
   */
 
 void MyMoneyReport::setDateFilter(eMyMoney::TransactionFilter::Date u)
 {
     Q_D(MyMoneyReport);
     d->m_dateLock = u;
     if (u != eMyMoney::TransactionFilter::Date::UserDefined)
         MyMoneyTransactionFilter::setDateFilter(u);
 }
 
 void MyMoneyReport::setDateFilter(const QDate& db, const QDate& de)
 {
     MyMoneyTransactionFilter::setDateFilter(db, de);
 }
 
 void MyMoneyReport::updateDateFilter()
 {
     Q_D(MyMoneyReport);
     if (d->m_dateLock != eMyMoney::TransactionFilter::Date::UserDefined) {
         MyMoneyTransactionFilter::setDateFilter(d->m_dateLock);
     }
 }
 
 
 bool MyMoneyReport::isMixedTime() const
 {
     Q_D(const MyMoneyReport);
     return d->m_mixedTime;
 }
 
 void MyMoneyReport::setMixedTime(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_mixedTime = f;
 }
 
 int MyMoneyReport::currentDateColumn() const
 {
     Q_D(const MyMoneyReport);
     return d->m_currentDateColumn;
 }
 
 void MyMoneyReport::setCurrentDateColumn(int f)
 {
     Q_D(MyMoneyReport);
     d->m_currentDateColumn = f;
 }
 
 uint MyMoneyReport::settlementPeriod() const
 {
     Q_D(const MyMoneyReport);
     return d->m_settlementPeriod;
 }
 
 void MyMoneyReport::setSettlementPeriod(uint days)
 {
     Q_D(MyMoneyReport);
     d->m_settlementPeriod = days;
 }
 
 bool MyMoneyReport::isShowingSTLTCapitalGains() const
 {
     Q_D(const MyMoneyReport);
     return d->m_showSTLTCapitalGains;
 }
 
 void MyMoneyReport::setShowSTLTCapitalGains(bool f)
 {
     Q_D(MyMoneyReport);
     d->m_showSTLTCapitalGains = f;
 }
 
 QDate MyMoneyReport::termSeparator() const
 {
     Q_D(const MyMoneyReport);
     return d->m_tseparator;
 }
 
 void MyMoneyReport::setTermSeparator(const QDate& date)
 {
     Q_D(MyMoneyReport);
     d->m_tseparator = date;
 }
 
 bool MyMoneyReport::isSkippingZero() const
 {
     Q_D(const MyMoneyReport);
     return d->m_skipZero;
 }
 
 void MyMoneyReport::setSkipZero(int f)
 {
     Q_D(MyMoneyReport);
     d->m_skipZero = f;
 }
 
 void MyMoneyReport::clearTransactionFilter()
 {
     Q_D(MyMoneyReport);
     d->m_accountGroupFilter = false;
     d->m_accountGroups.clear();
 
     MyMoneyTransactionFilter::clear();
 }
 
 void MyMoneyReport::assignFilter(const MyMoneyTransactionFilter& filter)
 {
     MyMoneyTransactionFilter::operator=(filter);
 }
 
 void MyMoneyReport::validDateRange(QDate& db, QDate& de)
 {
     db = fromDate();
     de = toDate();
 
     // if either begin or end date are invalid we have one of the following
     // possible date filters:
     //
     // a) begin date not set - first transaction until given end date
     // b) end date not set   - from given date until last transaction
     // c) both not set       - first transaction until last transaction
     //
     // If there is no transaction in the engine at all, we use the current
     // year as the filter criteria.
 
     if (!db.isValid() || !de.isValid()) {
         const auto dateRange = MyMoneyFile::instance()->journalModel()->dateRange();
         auto tmpBegin = dateRange.firstTransaction;
         auto tmpEnd = dateRange.lastTransaction;
 
         // make sure that we leave this function with valid dates no matter what
         if (!tmpBegin.isValid() || !tmpEnd.isValid() || tmpBegin > tmpEnd) {
             tmpBegin = QDate(QDate::currentDate().year(), 1, 1);   // the first date in the file
             tmpEnd = QDate(QDate::currentDate().year(), 12, 31);   // the last date in the file
         }
         if (!db.isValid())
             db = tmpBegin;
         if (!de.isValid())
             de = tmpEnd;
     }
     if (db > de)
         db = de;
 }
 
 bool MyMoneyReport::accountGroups(QList<eMyMoney::Account::Type>& list) const
 {
     Q_D(const MyMoneyReport);
     bool result = d->m_accountGroupFilter;
 
     if (result) {
         QList<eMyMoney::Account::Type>::const_iterator it_group = d->m_accountGroups.begin();
         while (it_group != d->m_accountGroups.end()) {
             list += (*it_group);
             ++it_group;
         }
     }
     return result;
 }
 
 void MyMoneyReport::addAccountGroup(eMyMoney::Account::Type type)
 {
     Q_D(MyMoneyReport);
     if (!d->m_accountGroups.isEmpty() && type != eMyMoney::Account::Type::Unknown) {
         if (d->m_accountGroups.contains(type))
             return;
     }
     d->m_accountGroupFilter = true;
     if (type != eMyMoney::Account::Type::Unknown)
         d->m_accountGroups.push_back(type);
 }
 
 bool MyMoneyReport::includesAccountGroup(eMyMoney::Account::Type type) const
 {
     Q_D(const MyMoneyReport);
     bool result = (! d->m_accountGroupFilter)
                   || (isIncludingTransfers() && d->m_rowType == eMyMoney::Report::RowType::ExpenseIncome)
                   || d->m_accountGroups.contains(type);
 
     return result;
 }
 
 bool MyMoneyReport::includes(const MyMoneyAccount& acc) const
 {
     Q_D(const MyMoneyReport);
     auto result = false;
 
     if (includesAccountGroup(acc.accountGroup())) {
         switch (acc.accountGroup()) {
         case eMyMoney::Account::Type::Income:
         case eMyMoney::Account::Type::Expense:
             if (isTax())
                 result = acc.isInTaxReports() && includesCategory(acc.id());
             else
                 result = includesCategory(acc.id());
             break;
         case eMyMoney::Account::Type::Asset:
         case eMyMoney::Account::Type::Liability:
             if (isLoansOnly())
                 result = acc.isLoan() && includesAccount(acc.id());
             else if (isInvestmentsOnly())
                 result = acc.isInvest() && includesAccount(acc.id());
             else if (isIncludingTransfers() && d->m_rowType == eMyMoney::Report::RowType::ExpenseIncome)
                 // If transfers are included, ONLY include this account if it is NOT
                 // included in the report itself!!
                 result = ! includesAccount(acc.id());
             else
                 result = includesAccount(acc.id());
             break;
         case eMyMoney::Account::Type::Equity:
             if (isInvestmentsOnly())
                 result = (isIncludingPrice() || isIncludingAveragePrice()) && acc.isInvest() && includesAccount(acc.id());
             break;
         default:
             result = includesAccount(acc.id());
         }
     }
     return result;
 }
 
 int MyMoneyReport::m_lineWidth = 2;
 bool MyMoneyReport::m_expertMode = false;
 
 void MyMoneyReport::setLineWidth(int width)
 {
     m_lineWidth = width;
 }
 
 int MyMoneyReport::lineWidth()
 {
     return m_lineWidth;
 }
 
 void MyMoneyReport::setExpertMode(bool expertMode)
 {
     m_expertMode = expertMode;
 }
 
 QString MyMoneyReport::toString(eMyMoney::Report::RowType type)
 {
     switch(type) {
     case eMyMoney::Report::RowType::NoRows             :
         return "eMyMoney::Report::RowType::NoRows";
     case eMyMoney::Report::RowType::AssetLiability     :
         return "eMyMoney::Report::RowType::AssetLiability";
     case eMyMoney::Report::RowType::ExpenseIncome      :
         return "eMyMoney::Report::RowType::ExpenseIncome";
     case eMyMoney::Report::RowType::Category           :
         return "eMyMoney::Report::RowType::Category";
     case eMyMoney::Report::RowType::TopCategory        :
         return "eTopCategory";
     case eMyMoney::Report::RowType::Account            :
         return "eAccount";
     case eMyMoney::Report::RowType::Tag                :
         return "eTag";
     case eMyMoney::Report::RowType::Payee              :
         return "ePayee";
     case eMyMoney::Report::RowType::Month              :
         return "eMonth";
     case eMyMoney::Report::RowType::Week               :
         return "eWeek";
     case eMyMoney::Report::RowType::TopAccount         :
         return "eTopAccount";
     case eMyMoney::Report::RowType::AccountByTopAccount:
         return "eAccountByTopAccount";
     case eMyMoney::Report::RowType::EquityType         :
         return "eEquityType";
     case eMyMoney::Report::RowType::AccountType        :
         return "eAccountType";
     case eMyMoney::Report::RowType::Institution        :
         return "eInstitution";
     case eMyMoney::Report::RowType::Budget             :
         return "eBudget";
     case eMyMoney::Report::RowType::BudgetActual       :
         return "eBudgetActual";
     case eMyMoney::Report::RowType::Schedule           :
         return "eSchedule";
     case eMyMoney::Report::RowType::AccountInfo        :
         return "eAccountInfo";
     case eMyMoney::Report::RowType::AccountLoanInfo    :
         return "eAccountLoanInfo";
     case eMyMoney::Report::RowType::AccountReconcile   :
         return "eAccountReconcile";
     case eMyMoney::Report::RowType::CashFlow           :
         return "eCashFlow";
     default                  :
         return "undefined";
     }
 }
 
 QString MyMoneyReport::toString(eMyMoney::Report::ReportType type)
 {
     switch(type) {
     case eMyMoney::Report::ReportType::NoReport:
         return "eNoReport";
     case eMyMoney::Report::ReportType::PivotTable:
         return "ePivotTable";
     case eMyMoney::Report::ReportType::QueryTable:
         return "eQueryTable";
     case eMyMoney::Report::ReportType::InfoTable:
         return "eInfoTable";
     default:
         return "undefined";
     }
 }