File indexing completed on 2024-06-09 05:03:30

 /*
     SPDX-FileCopyrightText: 2004 Thomas Baumgart <kmymoney-devel@kde.org>
     SPDX-FileCopyrightText: 2017 Łukasz Wojniłowicz <lukasz.wojnilowicz@gmail.com>
     SPDX-License-Identifier: GPL-2.0-or-later
 */
 
 #include "knewinvestmentwizard.h"
 
 // ----------------------------------------------------------------------------
 // QT Includes
 
 #include <QList>
 #include <QPointer>
 
 // ----------------------------------------------------------------------------
 // KDE Includes
 
 #include <KMessageBox>
 #include <KHelpClient>
 #include <KLocalizedString>
 
 // ----------------------------------------------------------------------------
 // Project Includes
 
 #include "ui_knewinvestmentwizard.h"
 
 #include "kmymoneyutils.h"
 #include "mymoneyaccount.h"
 #include "mymoneyenums.h"
 #include "mymoneyexception.h"
 #include "mymoneyfile.h"
 #include "mymoneymoney.h"
 #include "mymoneysecurity.h"
 /// @todo AlkOnlineQuote remove following include when ported to Alkimia
 #include "webpricequote.h"
 
 #include "kmmyesno.h"
 
 class KNewInvestmentWizardPrivate
 {
     Q_DISABLE_COPY(KNewInvestmentWizardPrivate)
     Q_DECLARE_PUBLIC(KNewInvestmentWizard)
 
 public:
     explicit KNewInvestmentWizardPrivate(KNewInvestmentWizard *qq) :
         q_ptr(qq),
         ui(new Ui::KNewInvestmentWizard),
         m_createAccount(false)
     {
     }
 
     ~KNewInvestmentWizardPrivate()
     {
         delete ui;
     }
 
     void init1()
     {
         Q_Q(KNewInvestmentWizard);
         ui->m_onlineUpdatePage->slotSourceChanged(false);
 
         // make sure, the back button does not clear fields
         q->setOption(QWizard::IndependentPages, true);
 
         // enable the help button
         q->setOption(q->HaveHelpButton, true);
         q->connect(q, &KNewInvestmentWizard::helpRequested, q, &KNewInvestmentWizard::slotHelp);
 
         m_createAccount = true;
 
         // Update label in case of edit
         if (!m_account.id().isEmpty()) {
             ui->m_investmentTypePage->setIntroLabelText(i18n("This wizard allows you to modify the selected investment."));
         }
         if (!m_security.id().isEmpty()) {
             ui->m_investmentTypePage->setIntroLabelText(i18n("This wizard allows you to modify the selected security."));
         }
 
         KMyMoneyUtils::updateWizardButtons(q);
     }
 
     void init2()
     {
         ui->m_investmentTypePage->init2(m_security);
         ui->m_investmentDetailsPage->init2(m_security);
         ui->m_onlineUpdatePage->init2(m_security);
         ui->m_onlineUpdatePage->slotCheckPage(m_security.value("kmm-online-source"));
     }
 
     KNewInvestmentWizard      *q_ptr;
     Ui::KNewInvestmentWizard  *ui;
 
     MyMoneyAccount    m_account;
     MyMoneySecurity   m_security;
     bool              m_createAccount;
 };
 
 KNewInvestmentWizard::KNewInvestmentWizard(QWidget *parent) :
     QWizard(parent),
     d_ptr(new KNewInvestmentWizardPrivate(this))
 {
     Q_D(KNewInvestmentWizard);
     d->ui->setupUi(this);
     d->init1();
     d->ui->m_onlineUpdatePage->slotCheckPage(QString());
 
     d->ui->m_investmentDetailsPage->setupInvestmentSymbol();
 
     connect(d->ui->m_investmentDetailsPage, &KInvestmentDetailsWizardPage::checkForExistingSymbol, this, &KNewInvestmentWizard::slotCheckForExistingSymbol);
 }
 
 KNewInvestmentWizard::KNewInvestmentWizard(const MyMoneyAccount& acc, QWidget *parent) :
     QWizard(parent),
     d_ptr(new KNewInvestmentWizardPrivate(this))
 {
     Q_D(KNewInvestmentWizard);
     d->ui->setupUi(this);
     d->m_account = acc;
     setWindowTitle(i18n("Investment detail wizard"));
     d->init1();
 
     // load the widgets with the data
     setName(d->m_account.name());
     d->m_security = MyMoneyFile::instance()->security(d->m_account.currencyId());
 
     d->init2();
 
     int priceMode = 0;
     if (!d->m_account.value("priceMode").isEmpty())
         priceMode = d->m_account.value("priceMode").toInt();
     d->ui->m_investmentDetailsPage->setCurrentPriceMode(priceMode);
 
 }
 
 KNewInvestmentWizard::KNewInvestmentWizard(const MyMoneySecurity& security, QWidget *parent) :
     QWizard(parent),
     d_ptr(new KNewInvestmentWizardPrivate(this))
 {
     Q_D(KNewInvestmentWizard);
     d->ui->setupUi(this);
     d->m_security = security;
     setWindowTitle(i18n("Security detail wizard"));
     d->init1();
     d->m_createAccount = false;
 
     // load the widgets with the data
     setName(security.name());
 
     d->init2();
 
     // no chance to change the price mode here
     d->ui->m_investmentDetailsPage->setCurrentPriceMode(0);
     d->ui->m_investmentDetailsPage->setPriceModeEnabled(false);
 }
 
 KNewInvestmentWizard::~KNewInvestmentWizard()
 {
 }
 
 void KNewInvestmentWizard::setName(const QString& name)
 {
     Q_D(KNewInvestmentWizard);
     d->ui->m_investmentDetailsPage->setName(name);
 }
 
 void KNewInvestmentWizard::slotCheckForExistingSymbol(const QString& symbol)
 {
     Q_D(KNewInvestmentWizard);
     Q_UNUSED(symbol);
 
     if (field("investmentName").toString().isEmpty()) {
         const QList<MyMoneySecurity> list = MyMoneyFile::instance()->securityList();
         auto type = static_cast<eMyMoney::Security::Type>(field("securityType").toInt());
 
         for (const MyMoneySecurity& it_s : list) {
             if (it_s.securityType() == type
                     && it_s.tradingSymbol() == field("investmentSymbol").toString()) {
                 d->m_security = MyMoneySecurity();
                 if (KMessageBox::questionTwoActions(this,
                                                     i18n("The selected symbol is already on file. Do you want to reuse the existing security?"),
                                                     i18n("Security found"),
                                                     KMMYesNo::yes(),
                                                     KMMYesNo::no())
                     == KMessageBox::PrimaryAction) {
                     d->m_security = it_s;
                     d->init2();
                     d->ui->m_investmentDetailsPage->loadName(d->m_security.name());
                 }
                 break;
             }
         }
     }
 }
 
 void KNewInvestmentWizard::slotHelp()
 {
     KHelpClient::invokeHelp("details.investments.newinvestmentwizard");
 }
 
 void KNewInvestmentWizard::createObjects(const QString& parentId)
 {
     Q_D(KNewInvestmentWizard);
     auto file = MyMoneyFile::instance();
 
     auto type = static_cast<eMyMoney::Security::Type>(field("securityType").toInt());
     auto roundingMethod = static_cast<AlkValue::RoundingMethod>(field("roundingMethod").toInt());
     MyMoneyFileTransaction ft;
     try {
         // update all relevant attributes only, if we create a stock
         // account and the security is unknown or we modify the security
         MyMoneySecurity newSecurity(d->m_security);
         newSecurity.setName(field("investmentName").toString());
         newSecurity.setTradingSymbol(field("investmentSymbol").toString());
         newSecurity.setTradingMarket(field("tradingMarket").toString());
         newSecurity.setSmallestAccountFraction(field("fraction").value<MyMoneyMoney>().formatMoney("", 0, false).toUInt());
         newSecurity.setPricePrecision(MyMoneyMoney(field("pricePrecision").toUInt()).formatMoney("", 0, false).toUInt());
         newSecurity.setTradingCurrency(field("tradingCurrencyEdit").value<MyMoneySecurity>().id());
         newSecurity.setSecurityType(type);
         newSecurity.setRoundingMethod(roundingMethod);
         newSecurity.deletePair("kmm-online-source");
         newSecurity.deletePair("kmm-online-quote-system");
         newSecurity.deletePair("kmm-online-factor");
         newSecurity.deletePair("kmm-security-id");
 
         if (!field("onlineSourceCombo").toString().isEmpty()) {
             if (field("useFinanceQuote").toBool()) {
                 FinanceQuoteProcess p;
                 newSecurity.setValue("kmm-online-quote-system", "Finance::Quote");
                 newSecurity.setValue("kmm-online-source", p.crypticName(field("onlineSourceCombo").toString()));
             } else {
                 newSecurity.setValue("kmm-online-source", field("onlineSourceCombo").toString());
             }
         }
         if (d->ui->m_onlineUpdatePage->isOnlineFactorEnabled() && (field("onlineFactor").value<MyMoneyMoney>() != MyMoneyMoney::ONE))
             newSecurity.setValue("kmm-online-factor", field("onlineFactor").value<MyMoneyMoney>().toString());
         if (!field("investmentIdentification").toString().isEmpty())
             newSecurity.setValue("kmm-security-id", field("investmentIdentification").toString());
 
         if (d->m_security.id().isEmpty() || newSecurity != d->m_security) {
             d->m_security = newSecurity;
 
             // add or update it
             if (d->m_security.id().isEmpty()) {
                 file->addSecurity(d->m_security);
             } else {
                 file->modifySecurity(d->m_security);
             }
         }
 
         if (d->m_createAccount) {
             // now that the security exists, we can add the account to store it
             d->m_account.setName(field("investmentName").toString());
             if (d->m_account.accountType() == eMyMoney::Account::Type::Unknown)
                 d->m_account.setAccountType(eMyMoney::Account::Type::Stock);
 
             d->m_account.setCurrencyId(d->m_security.id());
             switch (d->ui->m_investmentDetailsPage->priceMode()) {
             case 0:
                 d->m_account.deletePair("priceMode");
                 break;
             case 1:
             case 2:
                 d->m_account.setValue("priceMode", QString("%1").arg(d->ui->m_investmentDetailsPage->priceMode()));
                 break;
             }
             // update account's fraction in case its security fraction has changed
             // otherwise KMM restart is required because this won't happen automatically
             d->m_account.fraction(d->m_security);
             if (d->m_account.id().isEmpty()) {
                 MyMoneyAccount parent = file->account(parentId);
                 file->addAccount(d->m_account, parent);
             } else
                 file->modifyAccount(d->m_account);
         }
         ft.commit();
     } catch (const MyMoneyException &e) {
         KMessageBox::detailedError(this, i18n("Unexpected error occurred while adding new investment"), QString::fromLatin1(e.what()));
     }
 }
 
 void KNewInvestmentWizard::newInvestment(const MyMoneyAccount& parent)
 {
     QPointer<KNewInvestmentWizard> dlg = new KNewInvestmentWizard;
     if (dlg->exec() == QDialog::Accepted)
         dlg->createObjects(parent.id());
     delete dlg;
 }
 
 void KNewInvestmentWizard::newInvestment(MyMoneyAccount& account, const MyMoneyAccount& parent)
 {
     QString dontShowAgain = "CreateNewInvestments";
     if (KMessageBox::questionTwoActions(nullptr,
                                         i18n("<qt>The security <b>%1</b> currently does not exist as sub-account of <b>%2</b>. "
                                              "Do you want to create it?</qt>",
                                              account.name(),
                                              parent.name()),
                                         i18n("Create security"),
                                         KMMYesNo::yes(),
                                         KMMYesNo::no(),
                                         dontShowAgain)
         == KMessageBox::PrimaryAction) {
         QPointer<KNewInvestmentWizard> dlg = new KNewInvestmentWizard;
         dlg->setName(account.name());
         if (dlg->exec() == QDialog::Accepted) {
             dlg->createObjects(parent.id());
             account = dlg->account();
         }
         delete dlg;
     } else {
         // in case the user said no but turned on the don't show again selection, we will enable
         // the message no matter what. Otherwise, the user is not able to use this feature
         // in the future anymore.
         KMessageBox::enableMessage(dontShowAgain);
     }
 }
 
 void KNewInvestmentWizard::editInvestment(const MyMoneyAccount& parent)
 {
     QPointer<KNewInvestmentWizard> dlg = new KNewInvestmentWizard(parent);
     if (dlg->exec() == QDialog::Accepted)
         dlg->createObjects(parent.id());
     delete dlg;
 }
 
 MyMoneyAccount KNewInvestmentWizard::account() const
 {
     Q_D(const KNewInvestmentWizard);
     return d->m_account;
 }