File indexing completed on 2024-05-12 16:42:40

 /*
     SPDX-FileCopyrightText: 2000-2004 Michael Edwardes <mte@users.sourceforge.net>
     SPDX-FileCopyrightText: 2002-2018 Thomas Baumgart <tbaumgart@kde.org>
     SPDX-FileCopyrightText: 2005 Ace Jones <acejones@users.sourceforge.net>
     SPDX-License-Identifier: GPL-2.0-or-later
 */
 
 #include "mymoneyschedule.h"
 #include "mymoneyschedule_p.h"
 
 // ----------------------------------------------------------------------------
 // QT Includes
 
 #include <QList>
 #include <QMap>
 
 // ----------------------------------------------------------------------------
 // KDE Includes
 
 #include <KLocalizedString>
 
 // ----------------------------------------------------------------------------
 // Project Includes
 
 #include "mymoneyutils.h"
 #include "mymoneyexception.h"
 #include "mymoneyfile.h"
 #include "mymoneyaccount.h"
 #include "mymoneysplit.h"
 #include "imymoneyprocessingcalendar.h"
 
 using namespace eMyMoney;
 
 static IMyMoneyProcessingCalendar* processingCalendarPtr = 0;
 
 MyMoneySchedule::MyMoneySchedule() :
     MyMoneyObject(*new MyMoneySchedulePrivate)
 {
 }
 
 MyMoneySchedule::MyMoneySchedule(const QString &id) :
     MyMoneyObject(*new MyMoneySchedulePrivate, id)
 {
 }
 
 MyMoneySchedule::MyMoneySchedule(const QString& name,
                                  Schedule::Type type,
                                  Schedule::Occurrence occurrence,
                                  int occurrenceMultiplier,
                                  Schedule::PaymentType paymentType,
                                  const QDate& /* startDate */,
                                  const QDate& endDate,
                                  bool fixed,
                                  bool autoEnter) :
     MyMoneyObject(*new MyMoneySchedulePrivate)
 {
     Q_D(MyMoneySchedule);
     // Set up the values possibly differing from defaults
     d->m_name = name;
     d->m_occurrence = occurrence;
     d->m_occurrenceMultiplier = occurrenceMultiplier;
     simpleToCompoundOccurrence(d->m_occurrenceMultiplier, d->m_occurrence);
     d->m_type = type;
     d->m_paymentType = paymentType;
     d->m_fixed = fixed;
     d->m_autoEnter = autoEnter;
     d->m_endDate = endDate;
 }
 
 MyMoneySchedule::MyMoneySchedule(const MyMoneySchedule& other) :
     MyMoneyObject(*new MyMoneySchedulePrivate(*other.d_func()), other.id())
 {
 }
 
 MyMoneySchedule::MyMoneySchedule(const QString& id, const MyMoneySchedule& other) :
     MyMoneyObject(*new MyMoneySchedulePrivate(*other.d_func()), id)
 {
 }
 
 MyMoneySchedule::~MyMoneySchedule()
 {
 }
 
 Schedule::Occurrence MyMoneySchedule::baseOccurrence() const
 {
     Q_D(const MyMoneySchedule);
     Schedule::Occurrence occ = d->m_occurrence;
     int mult = d->m_occurrenceMultiplier;
     compoundToSimpleOccurrence(mult, occ);
     return occ;
 }
 
 int MyMoneySchedule::occurrenceMultiplier() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_occurrenceMultiplier;
 }
 
 eMyMoney::Schedule::Type MyMoneySchedule::type() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_type;
 }
 
 eMyMoney::Schedule::Occurrence MyMoneySchedule::occurrence() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_occurrence;
 }
 
 void MyMoneySchedule::setStartDate(const QDate& date)
 {
     Q_D(MyMoneySchedule);
     d->m_startDate = date;
 }
 
 void MyMoneySchedule::setPaymentType(Schedule::PaymentType type)
 {
     Q_D(MyMoneySchedule);
     d->m_paymentType = type;
 }
 
 void MyMoneySchedule::setFixed(bool fixed)
 {
     Q_D(MyMoneySchedule);
     d->m_fixed = fixed;
 }
 
 void MyMoneySchedule::setTransaction(const MyMoneyTransaction& transaction)
 {
     setTransaction(transaction, false);
 }
 
 void MyMoneySchedule::setTransaction(const MyMoneyTransaction& transaction, bool noDateCheck)
 {
     auto t = transaction;
     Q_D(MyMoneySchedule);
     if (!noDateCheck) {
         // don't allow a transaction that has no due date
         // if we get something like that, then we use the
         // the current next due date. If that is also invalid
         // we can't help it.
         if (!t.postDate().isValid()) {
             t.setPostDate(d->m_transaction.postDate());
         }
 
         if (!t.postDate().isValid())
             return;
     }
 
     // make sure to clear out some unused information in scheduled transactions
     // we need to do this for the case that the transaction passed as argument
     // is a matched or imported transaction.
     auto firstSplit = true;
     foreach (const auto split, t.splits()) {
         MyMoneySplit s = split;
         // clear out the bankID
         if (!split.bankID().isEmpty()) {
             s.setBankID(QString());
             t.modifySplit(s);
         }
 
         // only clear payees from second split onwards
         if (firstSplit) {
             firstSplit = false;
             continue;
         }
 
         if (!split.payeeId().isEmpty()) {
             // but only if the split references an income/expense category
             auto file = MyMoneyFile::instance();
             // some unit tests don't have a storage attached, so we
             // simply skip the test
             // Don't check for accounts with an id of 'Phony-ID' which is used
             // internally for non-existing accounts (during creation of accounts)
             if (file->storageAttached() && s.accountId() != QString("Phony-ID")) {
                 auto acc = file->account(s.accountId());
                 if (acc.isIncomeExpense()) {
                     s.setPayeeId(QString());
                     t.modifySplit(s);
                 }
             }
         }
     }
 
     d->m_transaction = t;
     // make sure that the transaction does not have an id so that we can enter
     // it into the engine
     d->m_transaction.clearId();
 }
 
 void MyMoneySchedule::setEndDate(const QDate& date)
 {
     Q_D(MyMoneySchedule);
     d->m_endDate = date;
 }
 
 void MyMoneySchedule::setLastDayInMonth(bool state)
 {
     Q_D(MyMoneySchedule);
     d->m_lastDayInMonth = state;
 }
 
 void MyMoneySchedule::setAutoEnter(bool autoenter)
 {
     Q_D(MyMoneySchedule);
     d->m_autoEnter = autoenter;
 }
 
 QDate MyMoneySchedule::startDate() const
 {
     Q_D(const MyMoneySchedule);
     if (d->m_startDate.isValid())
         return d->m_startDate;
     return nextDueDate();
 }
 
 eMyMoney::Schedule::PaymentType MyMoneySchedule::paymentType() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_paymentType;
 }
 
 /**
   * Simple get method that returns true if the schedule is fixed.
   *
   * @return bool To indicate whether the instance is fixed.
   */
 bool MyMoneySchedule::isFixed() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_fixed;
 }
 
 /**
   * Simple get method that returns true if the schedule will end
   * at some time.
   *
   * @return bool Indicates whether the instance will end.
   */
 bool MyMoneySchedule::willEnd() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_endDate.isValid();
 }
 
 
 QDate MyMoneySchedule::nextDueDate() const
 {
     Q_D(const MyMoneySchedule);
 
     if (lastDayInMonth()) {
         const auto date = d->m_transaction.postDate();
         return adjustedDate(QDate(date.year(), date.month(), date.daysInMonth()), weekendOption());
     }
 
     return d->m_transaction.postDate();
 }
 
 QDate MyMoneySchedule::adjustedNextDueDate() const
 {
     if (isFinished())
         return QDate();
 
     return adjustedDate(nextDueDate(), weekendOption());
 }
 
 QDate MyMoneySchedule::adjustedDate(QDate date, Schedule::WeekendOption option) const
 {
     if (!date.isValid() || option == Schedule::WeekendOption::MoveNothing || isProcessingDate(date))
         return date;
 
     int step = 1;
     if (option == Schedule::WeekendOption::MoveBefore)
         step = -1;
 
     while (!isProcessingDate(date))
         date = date.addDays(step);
 
     return date;
 }
 
 void MyMoneySchedule::setNextDueDate(const QDate& date)
 {
     Q_D(MyMoneySchedule);
     if (date.isValid()) {
         d->m_transaction.setPostDate(date);
         // m_startDate = date;
     }
 }
 
 void MyMoneySchedule::setLastPayment(const QDate& date)
 {
     Q_D(MyMoneySchedule);
     // Delete all payments older than date
     QList<QDate>::Iterator it;
     QList<QDate> delList;
 
     for (it = d->m_recordedPayments.begin(); it != d->m_recordedPayments.end(); ++it) {
         if (*it < date || !date.isValid())
             delList.append(*it);
     }
 
     for (it = delList.begin(); it != delList.end(); ++it) {
         d->m_recordedPayments.removeAll(*it);
     }
 
     d->m_lastPayment = date;
     if (!d->m_startDate.isValid())
         d->m_startDate = date;
 }
 
 QString MyMoneySchedule::name() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_name;
 }
 
 void MyMoneySchedule::setName(const QString& nm)
 {
     Q_D(MyMoneySchedule);
     d->m_name = nm;
 }
 
 eMyMoney::Schedule::WeekendOption MyMoneySchedule::weekendOption() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_weekendOption;
 }
 
 void MyMoneySchedule::setOccurrence(Schedule::Occurrence occ)
 {
     auto occ2 = occ;
     auto mult = 1;
     simpleToCompoundOccurrence(mult, occ2);
     setOccurrencePeriod(occ2);
     setOccurrenceMultiplier(mult);
 }
 
 void MyMoneySchedule::setOccurrencePeriod(Schedule::Occurrence occ)
 {
     Q_D(MyMoneySchedule);
     d->m_occurrence = occ;
 }
 
 void MyMoneySchedule::setOccurrenceMultiplier(int occmultiplier)
 {
     Q_D(MyMoneySchedule);
     d->m_occurrenceMultiplier = occmultiplier < 1 ? 1 : occmultiplier;
 }
 
 void MyMoneySchedule::setType(Schedule::Type type)
 {
     Q_D(MyMoneySchedule);
     d->m_type = type;
 }
 
 void MyMoneySchedule::validate(bool id_check) const
 {
     /* Check the supplied instance is valid...
      *
      * To be valid it must not have the id set and have the following fields set:
      *
      * m_occurrence
      * m_type
      * m_startDate
      * m_paymentType
      * m_transaction
      *   the transaction must contain at least one split (two is better ;-)  )
      */
     Q_D(const MyMoneySchedule);
     if (id_check && !d->m_id.isEmpty())
         throw MYMONEYEXCEPTION_CSTRING("ID for schedule not empty when required");
 
     if (d->m_occurrence == Schedule::Occurrence::Any)
         throw MYMONEYEXCEPTION_CSTRING("Invalid occurrence type for schedule");
 
     if (d->m_type == Schedule::Type::Any)
         throw MYMONEYEXCEPTION_CSTRING("Invalid type for schedule");
 
     if (!nextDueDate().isValid())
         throw MYMONEYEXCEPTION_CSTRING("Invalid next due date for schedule");
 
     if (d->m_paymentType == Schedule::PaymentType::Any)
         throw MYMONEYEXCEPTION_CSTRING("Invalid payment type for schedule");
 
     if (d->m_transaction.splitCount() == 0)
         throw MYMONEYEXCEPTION_CSTRING("Scheduled transaction does not contain splits");
 
     // Check the payment types
     switch (d->m_type) {
     case Schedule::Type::Bill:
         if (d->m_paymentType == Schedule::PaymentType::DirectDeposit || d->m_paymentType == Schedule::PaymentType::ManualDeposit)
             throw MYMONEYEXCEPTION_CSTRING("Invalid payment type for bills");
         break;
 
     case Schedule::Type::Deposit:
         if (d->m_paymentType == Schedule::PaymentType::DirectDebit || d->m_paymentType == Schedule::PaymentType::WriteChecque)
             throw MYMONEYEXCEPTION_CSTRING("Invalid payment type for deposits");
         break;
 
     case Schedule::Type::Any:
         throw MYMONEYEXCEPTION_CSTRING("Invalid type ANY");
         break;
 
     case Schedule::Type::Transfer:
 //        if (m_paymentType == DirectDeposit || m_paymentType == ManualDeposit)
 //          return false;
         break;
 
     case Schedule::Type::LoanPayment:
         break;
     }
 }
 
 QDate MyMoneySchedule::adjustedNextPayment(const QDate& refDate) const
 {
     return nextPaymentDate(true, refDate);
 }
 
 QDate MyMoneySchedule::adjustedNextPayment() const
 {
     return adjustedNextPayment(QDate::currentDate());
 }
 
 QDate MyMoneySchedule::nextPayment(const QDate& refDate) const
 {
     return nextPaymentDate(false, refDate);
 }
 
 QDate MyMoneySchedule::nextPayment() const
 {
     return nextPayment(QDate::currentDate());
 }
 
 QDate MyMoneySchedule::nextPaymentDate(const bool& adjust, const QDate& refDate) const
 {
     Schedule::WeekendOption option(adjust ? weekendOption() :
                                    Schedule::WeekendOption::MoveNothing);
 
     Q_D(const MyMoneySchedule);
     QDate adjEndDate(adjustedDate(d->m_endDate, option));
 
     // if the enddate is valid and it is before the reference date,
     // then there will be no more payments.
     if (adjEndDate.isValid() && adjEndDate < refDate) {
         return QDate();
     }
 
     QDate dueDate(nextDueDate());
     QDate paymentDate(adjustedDate(dueDate, option));
 
     if (paymentDate.isValid() &&
             (paymentDate <= refDate || d->m_recordedPayments.contains(dueDate))) {
         switch (d->m_occurrence) {
         case Schedule::Occurrence::Once:
             // If the lastPayment is already set or the payment should have been
             // prior to the reference date then invalidate the payment date.
             if (d->m_lastPayment.isValid() || paymentDate <= refDate)
                 paymentDate = QDate();
             break;
 
         case Schedule::Occurrence::Daily: {
             int step = d->m_occurrenceMultiplier;
             do {
                 dueDate = dueDate.addDays(step);
                 paymentDate = adjustedDate(dueDate, option);
             } while (paymentDate.isValid() &&
                      (paymentDate <= refDate ||
                       d->m_recordedPayments.contains(dueDate)));
         }
         break;
 
         case Schedule::Occurrence::Weekly: {
             int step = 7 * d->m_occurrenceMultiplier;
             do {
                 dueDate = dueDate.addDays(step);
                 paymentDate = adjustedDate(dueDate, option);
             } while (paymentDate.isValid() &&
                      (paymentDate <= refDate ||
                       d->m_recordedPayments.contains(dueDate)));
         }
         break;
 
         case Schedule::Occurrence::EveryHalfMonth:
             do {
                 dueDate = addHalfMonths(dueDate, d->m_occurrenceMultiplier);
                 paymentDate = adjustedDate(dueDate, option);
             } while (paymentDate.isValid() &&
                      (paymentDate <= refDate ||
                       d->m_recordedPayments.contains(dueDate)));
             break;
 
         case Schedule::Occurrence::Monthly:
             do {
                 dueDate = dueDate.addMonths(d->m_occurrenceMultiplier);
                 fixDate(dueDate);
                 paymentDate = adjustedDate(dueDate, option);
             } while (paymentDate.isValid() &&
                      (paymentDate <= refDate ||
                       d->m_recordedPayments.contains(dueDate)));
             break;
 
         case Schedule::Occurrence::Yearly:
             do {
                 dueDate = dueDate.addYears(d->m_occurrenceMultiplier);
                 fixDate(dueDate);
                 paymentDate = adjustedDate(dueDate, option);
             } while (paymentDate.isValid() &&
                      (paymentDate <= refDate ||
                       d->m_recordedPayments.contains(dueDate)));
             break;
 
         case Schedule::Occurrence::Any:
         default:
             paymentDate = QDate();
             break;
         }
     }
     if (paymentDate.isValid() && adjEndDate.isValid() && paymentDate > adjEndDate)
         paymentDate = QDate();
 
     return paymentDate;
 }
 
 QDate MyMoneySchedule::nextPaymentDate(const bool& adjust) const
 {
     return nextPaymentDate(adjust, QDate::currentDate());
 }
 
 QList<QDate> MyMoneySchedule::paymentDates(const QDate& _startDate, const QDate& _endDate) const
 {
     QDate paymentDate(nextDueDate());
     QList<QDate> theDates;
 
     Schedule::WeekendOption option(weekendOption());
 
     Q_D(const MyMoneySchedule);
     QDate endDate(_endDate);
     if (willEnd() && d->m_endDate < endDate) {
         // consider the adjusted end date instead of the plain end date
         endDate = adjustedDate(d->m_endDate, option);
     }
 
     QDate start_date(adjustedDate(startDate(), option));
     // if the period specified by the parameters and the adjusted period
     // defined for this schedule don't overlap, then the list remains empty
     if ((willEnd() && adjustedDate(d->m_endDate, option) < _startDate)
             || start_date > endDate)
         return theDates;
 
     QDate date(adjustedDate(paymentDate, option));
 
     switch (d->m_occurrence) {
     case Schedule::Occurrence::Once:
         if (start_date >= _startDate && start_date <= endDate)
             theDates.append(start_date);
         break;
 
     case Schedule::Occurrence::Daily:
         while (date.isValid() && (date <= endDate)) {
             if (date >= _startDate)
                 theDates.append(date);
             paymentDate = paymentDate.addDays(d->m_occurrenceMultiplier);
             date = adjustedDate(paymentDate, option);
         }
         break;
 
     case Schedule::Occurrence::Weekly: {
         int step = 7 * d->m_occurrenceMultiplier;
         while (date.isValid() && (date <= endDate)) {
             if (date >= _startDate)
                 theDates.append(date);
             paymentDate = paymentDate.addDays(step);
             date = adjustedDate(paymentDate, option);
         }
     }
     break;
 
     case Schedule::Occurrence::EveryHalfMonth:
         while (date.isValid() && (date <= endDate)) {
             if (date >= _startDate)
                 theDates.append(date);
             paymentDate = addHalfMonths(paymentDate, d->m_occurrenceMultiplier);
             date = adjustedDate(paymentDate, option);
         }
         break;
 
     case Schedule::Occurrence::Monthly:
         while (date.isValid() && (date <= endDate)) {
             if (date >= _startDate)
                 theDates.append(date);
             paymentDate = paymentDate.addMonths(d->m_occurrenceMultiplier);
             fixDate(paymentDate);
             date = adjustedDate(paymentDate, option);
         }
         break;
 
     case Schedule::Occurrence::Yearly:
         while (date.isValid() && (date <= endDate)) {
             if (date >= _startDate)
                 theDates.append(date);
             paymentDate = paymentDate.addYears(d->m_occurrenceMultiplier);
             fixDate(paymentDate);
             date = adjustedDate(paymentDate, option);
         }
         break;
 
     case Schedule::Occurrence::Any:
     default:
         break;
     }
 
     return theDates;
 }
 
 bool MyMoneySchedule::operator <(const MyMoneySchedule& right) const
 {
     return adjustedNextDueDate() < right.adjustedNextDueDate();
 }
 
 bool MyMoneySchedule::operator ==(const MyMoneySchedule& right) const
 {
     Q_D(const MyMoneySchedule);
     auto d2 = static_cast<const MyMoneySchedulePrivate *>(right.d_func());
     // clang-format off
     if (MyMoneyObject::operator==(right)
         && d->m_occurrence == d2->m_occurrence
         && d->m_occurrenceMultiplier == d2->m_occurrenceMultiplier
         && d->m_type == d2->m_type
         && d->m_startDate == d2->m_startDate
         && d->m_paymentType == d2->m_paymentType
         && d->m_fixed == d2->m_fixed
         && d->m_transaction == d2->m_transaction
         && d->m_endDate == d2->m_endDate
         && d->m_lastDayInMonth == d2->m_lastDayInMonth
         && d->m_autoEnter == d2->m_autoEnter
         && d->m_lastPayment == d2->m_lastPayment
         && ((d->m_name.length() == 0 && d2->m_name.length() == 0) || (d->m_name == d2->m_name)))
         return true;
     // clang-format on
     return false;
 }
 
 bool MyMoneySchedule::operator !=(const MyMoneySchedule& right) const
 {
     return ! operator==(right);
 }
 
 int MyMoneySchedule::transactionsRemaining() const
 {
     Q_D(const MyMoneySchedule);
     return transactionsRemainingUntil(adjustedDate(d->m_endDate, weekendOption()));
 }
 
 int MyMoneySchedule::transactionsRemainingUntil(const QDate& endDate) const
 {
     auto counter = 0;
     Q_D(const MyMoneySchedule);
 
     const auto beginDate = d->m_lastPayment.isValid() ? d->m_lastPayment : startDate();
     if (beginDate.isValid() && endDate.isValid()) {
         QList<QDate> dates = paymentDates(beginDate, endDate);
         counter = dates.count();
     }
     return counter;
 }
 
 QDate MyMoneySchedule::endDate() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_endDate;
 }
 
 bool MyMoneySchedule::autoEnter() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_autoEnter;
 }
 
 bool MyMoneySchedule::lastDayInMonth() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_lastDayInMonth;
 }
 
 MyMoneyTransaction MyMoneySchedule::transaction() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_transaction;
 }
 
 QDate MyMoneySchedule::lastPayment() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_lastPayment;
 }
 
 MyMoneyAccount MyMoneySchedule::account(int cnt) const
 {
     Q_D(const MyMoneySchedule);
     QList<MyMoneySplit> splits = d->m_transaction.splits();
     QList<MyMoneySplit>::ConstIterator it;
     auto file = MyMoneyFile::instance();
     MyMoneyAccount acc;
 
     // search the first asset or liability account
     for (it = splits.constBegin(); it != splits.constEnd() && (acc.id().isEmpty() || cnt); ++it) {
         try {
             acc = file->account((*it).accountId());
             if (acc.isAssetLiability())
                 --cnt;
 
             if (!cnt)
                 return acc;
         } catch (const MyMoneyException &) {
             qWarning("Schedule '%s' references unknown account '%s'", qPrintable(id()),   qPrintable((*it).accountId()));
             return MyMoneyAccount();
         }
     }
 
     return MyMoneyAccount();
 }
 
 MyMoneyAccount MyMoneySchedule::transferAccount() const {
     return account(2);
 }
 
 QDate MyMoneySchedule::dateAfter(int transactions) const
 {
     auto counter = 1;
     QDate paymentDate(startDate());
 
     if (transactions <= 0)
         return paymentDate;
 
     Q_D(const MyMoneySchedule);
     switch (d->m_occurrence) {
     case Schedule::Occurrence::Once:
         break;
 
     case Schedule::Occurrence::Daily:
         while (counter++ < transactions)
             paymentDate = paymentDate.addDays(d->m_occurrenceMultiplier);
         break;
 
     case Schedule::Occurrence::Weekly: {
         int step = 7 * d->m_occurrenceMultiplier;
         while (counter++ < transactions)
             paymentDate = paymentDate.addDays(step);
     }
     break;
 
     case Schedule::Occurrence::EveryHalfMonth:
         paymentDate = addHalfMonths(paymentDate, d->m_occurrenceMultiplier * (transactions - 1));
         break;
 
     case Schedule::Occurrence::Monthly:
         while (counter++ < transactions)
             paymentDate = paymentDate.addMonths(d->m_occurrenceMultiplier);
         break;
 
     case Schedule::Occurrence::Yearly:
         while (counter++ < transactions)
             paymentDate = paymentDate.addYears(d->m_occurrenceMultiplier);
         break;
 
     case Schedule::Occurrence::Any:
     default:
         break;
     }
 
     return paymentDate;
 }
 
 bool MyMoneySchedule::isOverdue() const
 {
     if (isFinished())
         return false;
 
     if (adjustedNextDueDate() >= QDate::currentDate())
         return false;
 
     return true;
 }
 
 bool MyMoneySchedule::isFinished() const
 {
     Q_D(const MyMoneySchedule);
     if (!d->m_lastPayment.isValid())
         return false;
 
     if (d->m_endDate.isValid()) {
         if (d->m_lastPayment >= d->m_endDate
                 || !nextDueDate().isValid()
                 || nextDueDate() > d->m_endDate)
             return true;
     }
 
     // Check to see if its a once off payment
     if (d->m_occurrence == Schedule::Occurrence::Once)
         return true;
 
     return false;
 }
 
 bool MyMoneySchedule::hasRecordedPayment(const QDate& date) const
 {
     Q_D(const MyMoneySchedule);
     // m_lastPayment should always be > recordedPayments()
     if (d->m_lastPayment.isValid() && d->m_lastPayment >= date)
         return true;
 
     if (d->m_recordedPayments.contains(date))
         return true;
 
     return false;
 }
 
 void MyMoneySchedule::recordPayment(const QDate& date)
 {
     Q_D(MyMoneySchedule);
     d->m_recordedPayments.append(date);
 }
 
 QList<QDate> MyMoneySchedule::recordedPayments() const
 {
     Q_D(const MyMoneySchedule);
     return d->m_recordedPayments;
 }
 
 void MyMoneySchedule::setWeekendOption(const Schedule::WeekendOption option)
 {
     Q_D(MyMoneySchedule);
     // make sure only valid values are used. Invalid defaults to MoveNothing.
     switch (option) {
     case Schedule::WeekendOption::MoveBefore:
     case Schedule::WeekendOption::MoveAfter:
         d->m_weekendOption = option;
         break;
 
     default:
         d->m_weekendOption = Schedule::WeekendOption::MoveNothing;
         break;
     }
 }
 
 void MyMoneySchedule::fixDate(QDate& date) const
 {
     Q_D(const MyMoneySchedule);
     QDate fixDate(d->m_startDate);
 
     if (d->m_lastDayInMonth) {
         fixDate = QDate(fixDate.year(), fixDate.month(), fixDate.daysInMonth());
     }
 
     if (fixDate.isValid()
             && date.day() != fixDate.day()
             && QDate::isValid(date.year(), date.month(), fixDate.day())) {
         date = QDate(date.year(), date.month(), fixDate.day());
     }
 }
 
 bool MyMoneySchedule::hasReferenceTo(const QString& id) const
 {
     Q_D(const MyMoneySchedule);
     return d->m_transaction.hasReferenceTo(id);
 }
 
 QString MyMoneySchedule::occurrenceToString() const
 {
     return occurrenceToString(occurrenceMultiplier(), occurrence());
 }
 
 QString MyMoneySchedule::occurrenceToString(Schedule::Occurrence occurrence)
 {
     QString occurrenceString = I18N_NOOP2("Frequency of schedule", "Any");
 
     if (occurrence == Schedule::Occurrence::Once)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Once");
     else if (occurrence == Schedule::Occurrence::Daily)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Daily");
     else if (occurrence == Schedule::Occurrence::Weekly)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Weekly");
     else if (occurrence == Schedule::Occurrence::Fortnightly)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Fortnightly");
     else if (occurrence == Schedule::Occurrence::EveryOtherWeek)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every other week");
     else if (occurrence == Schedule::Occurrence::EveryHalfMonth)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every half month");
     else if (occurrence == Schedule::Occurrence::EveryThreeWeeks)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every three weeks");
     else if (occurrence == Schedule::Occurrence::EveryFourWeeks)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every four weeks");
     else if (occurrence == Schedule::Occurrence::EveryThirtyDays)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every thirty days");
     else if (occurrence == Schedule::Occurrence::Monthly)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Monthly");
     else if (occurrence == Schedule::Occurrence::EveryEightWeeks)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every eight weeks");
     else if (occurrence == Schedule::Occurrence::EveryOtherMonth)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every two months");
     else if (occurrence == Schedule::Occurrence::EveryThreeMonths)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every three months");
     else if (occurrence == Schedule::Occurrence::Quarterly)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Quarterly");
     else if (occurrence == Schedule::Occurrence::EveryFourMonths)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every four months");
     else if (occurrence == Schedule::Occurrence::TwiceYearly)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Twice yearly");
     else if (occurrence == Schedule::Occurrence::Yearly)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Yearly");
     else if (occurrence == Schedule::Occurrence::EveryOtherYear)
         occurrenceString = I18N_NOOP2("Frequency of schedule", "Every other year");
     return occurrenceString;
 }
 
 QString MyMoneySchedule::occurrenceToString(int mult, Schedule::Occurrence type)
 {
     QString occurrenceString = I18N_NOOP2("Frequency of schedule", "Any");
 
     if (type == Schedule::Occurrence::Once)
         switch (mult) {
         case 1:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Once");
             break;
         default:
             occurrenceString = I18N_NOOP2("Frequency of schedule", QString("%1 times").arg(mult));
         }
     else if (type == Schedule::Occurrence::Daily)
         switch (mult) {
         case 1:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Daily");
             break;
         case 30:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every thirty days");
             break;
         default:
             occurrenceString = I18N_NOOP2("Frequency of schedule", QString("Every %1 days").arg(mult));
         }
     else if (type == Schedule::Occurrence::Weekly)
         switch (mult) {
         case 1:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Weekly");
             break;
         case 2:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every other week");
             break;
         case 3:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every three weeks");
             break;
         case 4:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every four weeks");
             break;
         case 8:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every eight weeks");
             break;
         default:
             occurrenceString = I18N_NOOP2("Frequency of schedule", QString("Every %1 weeks").arg(mult));
         }
     else if (type == Schedule::Occurrence::EveryHalfMonth)
         switch (mult) {
         case 1:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every half month");
             break;
         default:
             occurrenceString = I18N_NOOP2("Frequency of schedule", QString("Every %1 half months").arg(mult));
         }
     else if (type == Schedule::Occurrence::Monthly)
         switch (mult) {
         case 1:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Monthly");
             break;
         case 2:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every two months");
             break;
         case 3:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every three months");
             break;
         case 4:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every four months");
             break;
         case 6:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Twice yearly");
             break;
         default:
             occurrenceString = I18N_NOOP2("Frequency of schedule", QString("Every %1 months").arg(mult));
         }
     else if (type == Schedule::Occurrence::Yearly)
         switch (mult) {
         case 1:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Yearly");
             break;
         case 2:
             occurrenceString = I18N_NOOP2("Frequency of schedule", "Every other year");
             break;
         default:
             occurrenceString = I18N_NOOP2("Frequency of schedule", QString("Every %1 years").arg(mult));
         }
     return occurrenceString;
 }
 
 QString MyMoneySchedule::occurrencePeriodToString(Schedule::Occurrence type)
 {
     QString occurrenceString = I18N_NOOP2("Schedule occurrence period", "Any");
 
     if (type == Schedule::Occurrence::Once)
         occurrenceString = I18N_NOOP2("Schedule occurrence period", "Once");
     else if (type == Schedule::Occurrence::Daily)
         occurrenceString = I18N_NOOP2("Schedule occurrence period", "Day");
     else if (type == Schedule::Occurrence::Weekly)
         occurrenceString = I18N_NOOP2("Schedule occurrence period", "Week");
     else if (type == Schedule::Occurrence::EveryHalfMonth)
         occurrenceString = I18N_NOOP2("Schedule occurrence period", "Half-month");
     else if (type == Schedule::Occurrence::Monthly)
         occurrenceString = I18N_NOOP2("Schedule occurrence period", "Month");
     else if (type == Schedule::Occurrence::Yearly)
         occurrenceString = I18N_NOOP2("Schedule occurrence period", "Year");
     return occurrenceString;
 }
 
 QString MyMoneySchedule::scheduleTypeToString(Schedule::Type type)
 {
     QString text;
 
     switch (type) {
     case Schedule::Type::Bill:
         text = I18N_NOOP2("Scheduled transaction type", "Bill");
         break;
     case Schedule::Type::Deposit:
         text = I18N_NOOP2("Scheduled transaction type", "Deposit");
         break;
     case Schedule::Type::Transfer:
         text = I18N_NOOP2("Scheduled transaction type", "Transfer");
         break;
     case Schedule::Type::LoanPayment:
         text = I18N_NOOP2("Scheduled transaction type", "Loan payment");
         break;
     case Schedule::Type::Any:
     default:
         text = I18N_NOOP2("Scheduled transaction type", "Unknown");
     }
     return text;
 }
 
 
 QString MyMoneySchedule::paymentMethodToString(Schedule::PaymentType paymentType)
 {
     QString text;
 
     switch (paymentType) {
     case Schedule::PaymentType::DirectDebit:
         text = I18N_NOOP2("Scheduled Transaction payment type", "Direct debit");
         break;
     case Schedule::PaymentType::DirectDeposit:
         text = I18N_NOOP2("Scheduled Transaction payment type", "Direct deposit");
         break;
     case Schedule::PaymentType::ManualDeposit:
         text = I18N_NOOP2("Scheduled Transaction payment type", "Manual deposit");
         break;
     case Schedule::PaymentType::Other:
         text = I18N_NOOP2("Scheduled Transaction payment type", "Other");
         break;
     case Schedule::PaymentType::WriteChecque:
         text = I18N_NOOP2("Scheduled Transaction payment type", "Write check");
         break;
     case Schedule::PaymentType::StandingOrder:
         text = I18N_NOOP2("Scheduled Transaction payment type", "Standing order");
         break;
     case Schedule::PaymentType::BankTransfer:
         text = I18N_NOOP2("Scheduled Transaction payment type", "Bank transfer");
         break;
     case Schedule::PaymentType::Any:
         text = I18N_NOOP2("Scheduled Transaction payment type", "Any (Error)");
         break;
     }
     return text;
 }
 
 QString MyMoneySchedule::weekendOptionToString(Schedule::WeekendOption weekendOption)
 {
     QString text;
 
     switch (weekendOption) {
     case Schedule::WeekendOption::MoveBefore:
         text = I18N_NOOP("Change the date to the previous processing day");
         break;
     case Schedule::WeekendOption::MoveAfter:
         text = I18N_NOOP("Change the date to the next processing day");
         break;
     case Schedule::WeekendOption::MoveNothing:
         text = I18N_NOOP("Do not change the date");
         break;
     }
     return text;
 }
 
 // until we don't have the means to store the value
 // of the variation, we default to 10% in case this
 // scheduled transaction is marked 'not fixed'.
 //
 // ipwizard 2009-04-18
 
 int MyMoneySchedule::variation() const
 {
     int rc = 0;
     if (!isFixed()) {
         rc = 10;
 #if 0
         QString var = value("kmm-variation");
         if (!var.isEmpty())
             rc = var.toInt();
 #endif
     }
     return rc;
 }
 
 void MyMoneySchedule::setVariation(int var)
 {
     Q_UNUSED(var)
 #if 0
     deletePair("kmm-variation");
     if (var != 0)
         setValue("kmm-variation", QString("%1").arg(var));
 #endif
 }
 
 int MyMoneySchedule::eventsPerYear(Schedule::Occurrence occurrence)
 {
     int rc = 0;
 
     switch (occurrence) {
     case Schedule::Occurrence::Daily:
         rc = 365;
         break;
     case Schedule::Occurrence::Weekly:
         rc = 52;
         break;
     case Schedule::Occurrence::Fortnightly:
         rc = 26;
         break;
     case Schedule::Occurrence::EveryOtherWeek:
         rc = 26;
         break;
     case Schedule::Occurrence::EveryHalfMonth:
         rc = 24;
         break;
     case Schedule::Occurrence::EveryThreeWeeks:
         rc = 17;
         break;
     case Schedule::Occurrence::EveryFourWeeks:
         rc = 13;
         break;
     case Schedule::Occurrence::Monthly:
     case Schedule::Occurrence::EveryThirtyDays:
         rc = 12;
         break;
     case Schedule::Occurrence::EveryEightWeeks:
         rc = 6;
         break;
     case Schedule::Occurrence::EveryOtherMonth:
         rc = 6;
         break;
     case Schedule::Occurrence::EveryThreeMonths:
     case Schedule::Occurrence::Quarterly:
         rc = 4;
         break;
     case Schedule::Occurrence::EveryFourMonths:
         rc = 3;
         break;
     case Schedule::Occurrence::TwiceYearly:
         rc = 2;
         break;
     case Schedule::Occurrence::Yearly:
         rc = 1;
         break;
     default:
         qWarning("Occurrence not supported by financial calculator");
     }
 
     return rc;
 }
 
 int MyMoneySchedule::daysBetweenEvents(Schedule::Occurrence occurrence)
 {
     int rc = 0;
 
     switch (occurrence) {
     case Schedule::Occurrence::Daily:
         rc = 1;
         break;
     case Schedule::Occurrence::Weekly:
         rc = 7;
         break;
     case Schedule::Occurrence::Fortnightly:
         rc = 14;
         break;
     case Schedule::Occurrence::EveryOtherWeek:
         rc = 14;
         break;
     case Schedule::Occurrence::EveryHalfMonth:
         rc = 15;
         break;
     case Schedule::Occurrence::EveryThreeWeeks:
         rc = 21;
         break;
     case Schedule::Occurrence::EveryFourWeeks:
         rc = 28;
         break;
     case Schedule::Occurrence::EveryThirtyDays:
         rc = 30;
         break;
     case Schedule::Occurrence::Monthly:
         rc = 30;
         break;
     case Schedule::Occurrence::EveryEightWeeks:
         rc = 56;
         break;
     case Schedule::Occurrence::EveryOtherMonth:
         rc = 60;
         break;
     case Schedule::Occurrence::EveryThreeMonths:
     case Schedule::Occurrence::Quarterly:
         rc = 90;
         break;
     case Schedule::Occurrence::EveryFourMonths:
         rc = 120;
         break;
     case Schedule::Occurrence::TwiceYearly:
         rc = 180;
         break;
     case Schedule::Occurrence::Yearly:
         rc = 360;
         break;
     default:
         qWarning("Occurrence not supported by financial calculator");
     }
 
     return rc;
 }
 
 QDate MyMoneySchedule::addHalfMonths(QDate date, int mult) const
 {
     QDate newdate = date;
     int d, dm;
     if (mult > 0) {
         d = newdate.day();
         if (d <= 12) {
             if (mult % 2 == 0)
                 newdate = newdate.addMonths(mult >> 1);
             else
                 newdate = newdate.addMonths(mult >> 1).addDays(15);
         } else
             for (int i = 0; i < mult; i++) {
                 if (d <= 13)
                     newdate = newdate.addDays(15);
                 else {
                     dm = newdate.daysInMonth();
                     if (d == 14)
                         newdate = newdate.addDays((dm < 30) ? dm - d : 15);
                     else if (d == 15)
                         newdate = newdate.addDays(dm - d);
                     else if (d == dm)
                         newdate = newdate.addDays(15 - d).addMonths(1);
                     else
                         newdate = newdate.addDays(-15).addMonths(1);
                 }
                 d = newdate.day();
             }
     } else if (mult < 0)  // Go backwards
         for (int i = 0; i > mult; i--) {
             d = newdate.day();
             dm = newdate.daysInMonth();
             if (d > 15) {
                 dm = newdate.daysInMonth();
                 newdate = newdate.addDays((d == dm) ? 15 - dm : -15);
             } else if (d <= 13)
                 newdate = newdate.addMonths(-1).addDays(15);
             else if (d == 15)
                 newdate = newdate.addDays(-15);
             else { // 14
                 newdate = newdate.addMonths(-1);
                 dm = newdate.daysInMonth();
                 newdate = newdate.addDays((dm < 30) ? dm - d : 15);
             }
         }
     return newdate;
 }
 
 /**
   * Helper method to convert simple occurrence to compound occurrence + multiplier
   *
   * @param multiplier Returned by reference.  Adjusted multiplier
   * @param occurrence Returned by reference.  Occurrence type
   */
 void MyMoneySchedule::simpleToCompoundOccurrence(int& multiplier, Schedule::Occurrence& occurrence)
 {
     Schedule::Occurrence newOcc = occurrence;
     int newMulti = 1;
     if (occurrence == Schedule::Occurrence::Once //
         || occurrence == Schedule::Occurrence::Daily //
         || occurrence == Schedule::Occurrence::Weekly //
         || occurrence == Schedule::Occurrence::EveryHalfMonth //
         || occurrence == Schedule::Occurrence::Monthly //
         || occurrence == Schedule::Occurrence::Yearly) { // Already a base occurrence and multiplier
     } else if (occurrence == Schedule::Occurrence::Fortnightly ||
                occurrence == Schedule::Occurrence::EveryOtherWeek) {
         newOcc    = Schedule::Occurrence::Weekly;
         newMulti  = 2;
     } else if (occurrence == Schedule::Occurrence::EveryThreeWeeks) {
         newOcc    = Schedule::Occurrence::Weekly;
         newMulti  = 3;
     } else if (occurrence == Schedule::Occurrence::EveryFourWeeks) {
         newOcc    = Schedule::Occurrence::Weekly;
         newMulti  = 4;
     } else if (occurrence == Schedule::Occurrence::EveryThirtyDays) {
         newOcc    = Schedule::Occurrence::Daily;
         newMulti  = 30;
     } else if (occurrence == Schedule::Occurrence::EveryEightWeeks) {
         newOcc    = Schedule::Occurrence::Weekly;
         newMulti  = 8;
     } else if (occurrence == Schedule::Occurrence::EveryOtherMonth) {
         newOcc    = Schedule::Occurrence::Monthly;
         newMulti  = 2;
     } else if (occurrence == Schedule::Occurrence::EveryThreeMonths //
             || occurrence == Schedule::Occurrence::Quarterly) {
         newOcc    = Schedule::Occurrence::Monthly;
         newMulti  = 3;
     } else if (occurrence == Schedule::Occurrence::EveryFourMonths) {
         newOcc    = Schedule::Occurrence::Monthly;
         newMulti  = 4;
     } else if (occurrence == Schedule::Occurrence::TwiceYearly) {
         newOcc    = Schedule::Occurrence::Monthly;
         newMulti  = 6;
     } else if (occurrence == Schedule::Occurrence::EveryOtherYear) {
         newOcc    = Schedule::Occurrence::Yearly;
         newMulti  = 2;
     } else { // Unknown
         newOcc    = Schedule::Occurrence::Any;
         newMulti  = 1;
     }
     if (newOcc != occurrence) {
         occurrence   = newOcc;
         multiplier  = newMulti == 1 ? multiplier : newMulti * multiplier;
     }
 }
 
 /**
   * Helper method to convert compound occurrence + multiplier to simple occurrence
   *
   * @param multiplier Returned by reference.  Adjusted multiplier
   * @param occurrence Returned by reference.  Occurrence type
   */
 void MyMoneySchedule::compoundToSimpleOccurrence(int& multiplier, Schedule::Occurrence& occurrence)
 {
     Schedule::Occurrence newOcc = occurrence;
     if (occurrence == Schedule::Occurrence::Once) { // Nothing to do
     } else if (occurrence == Schedule::Occurrence::Daily) {
         switch (multiplier) {
         case 1:
             break;
         case 30:
             newOcc = Schedule::Occurrence::EveryThirtyDays;
             break;
         }
     } else if (newOcc == Schedule::Occurrence::Weekly) {
         switch (multiplier) {
         case 1:
             break;
         case 2:
             newOcc = Schedule::Occurrence::EveryOtherWeek;
             break;
         case 3:
             newOcc = Schedule::Occurrence::EveryThreeWeeks;
             break;
         case 4:
             newOcc = Schedule::Occurrence::EveryFourWeeks;
             break;
         case 8:
             newOcc = Schedule::Occurrence::EveryEightWeeks;
             break;
         }
     } else if (occurrence == Schedule::Occurrence::Monthly)
         switch (multiplier) {
         case 1:
             break;
         case 2:
             newOcc = Schedule::Occurrence::EveryOtherMonth;
             break;
         case 3:
             newOcc = Schedule::Occurrence::EveryThreeMonths;
             break;
         case 4:
             newOcc = Schedule::Occurrence::EveryFourMonths;
             break;
         case 6:
             newOcc = Schedule::Occurrence::TwiceYearly;
             break;
         }
     else if (occurrence == Schedule::Occurrence::EveryHalfMonth)
         switch (multiplier) {
         case 1:
             break;
         }
     else if (occurrence == Schedule::Occurrence::Yearly) {
         switch (multiplier) {
         case 1:
             break;
         case 2:
             newOcc = Schedule::Occurrence::EveryOtherYear;
             break;
         }
     }
     if (occurrence != newOcc) { // Changed to derived type
         occurrence = newOcc;
         multiplier = 1;
     }
 }
 
 void MyMoneySchedule::setProcessingCalendar(IMyMoneyProcessingCalendar* pc)
 {
     processingCalendarPtr = pc;
 }
 
 bool MyMoneySchedule::isProcessingDate(const QDate& date) const
 {
     if (processingCalendarPtr)
         return processingCalendarPtr->isProcessingDate(date);
 
     /// @todo test against m_processingDays instead?  (currently only for tests)
     return date.dayOfWeek() < Qt::Saturday;
 }
 
 IMyMoneyProcessingCalendar* MyMoneySchedule::processingCalendar() const
 {
     return processingCalendarPtr;
 }
 
 bool MyMoneySchedule::replaceId(const QString& newId, const QString& oldId)
 {
     Q_D(MyMoneySchedule);
     return d->m_transaction.replaceId(newId, oldId);
 }