GnuCash c935c2f+
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assistant-loan.cpp
1/********************************************************************\
2 * assistant-loan.c : An Assistant for setting up loan-repayment *
3 * scheduled transactions. *
4 * Copyright (C) 2002,2007 Joshua Sled <jsled@asynchronous.org> *
5 * Copyright (C) 2006 David Hampton <hampton@employees.org> *
6 * Copyright (C) 2011 Robert Fewell *
7 * *
8 * This program is free software; you can redistribute it and/or *
9 * modify it under the terms of the GNU General Public License as *
10 * published by the Free Software Foundation; either version 2 of *
11 * the License, or (at your option) any later version. *
12 * *
13 * This program is distributed in the hope that it will be useful, *
14 * but WITHOUT ANY WARRANTY; without even the implied warranty of *
15 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the *
16 * GNU General Public License for more details. *
17 * *
18 * You should have received a copy of the GNU General Public License*
19 * along with this program; if not, contact: *
20 * *
21 * Free Software Foundation Voice: +1-617-542-5942 *
22 * 51 Franklin Street, Fifth Floor Fax: +1-617-542-2652 *
23 * Boston, MA 02110-1301, USA gnu@gnu.org *
24\********************************************************************/
25
26#include <glib.h>
27#include <glib/gi18n.h>
28#include <gtk/gtk.h>
29
30#include <config.h>
31#include <string.h>
32#include <stdlib.h>
33#include <math.h>
34#include "assistant-loan.h"
35#include "SchedXaction.h"
36#include "SchedXaction.hpp"
37#include "SX-book.h"
38#include "SX-ttinfo.hpp"
39#include "gnc-amount-edit.h"
40#include "gnc-account-sel.h"
41#include "gnc-date.h"
42#include "gnc-exp-parser.h"
43#include "gnc-component-manager.h"
44#include "dialog-utils.h"
45#include "Account.h"
46#include "gnc-ui.h"
47#include "gnc-gui-query.h"
48#include "gnc-ui-util.h"
49#include "gnc-frequency.h"
50#include "gnc-engine.h"
51#ifdef __MINGW32__
52#include <Windows.h>
53#endif
54
55#include <gnc-locale-utils.hpp>
56#include <boost/locale.hpp>
57#include <string>
58#include <sstream>
59#include <iomanip>
60#ifdef __MINGW32__
61#include <codecvt>
62#endif
63
64namespace bl = boost::locale;
65
66#define DIALOG_LOAN_ASSISTANT_CM_CLASS "assistant-loan-setup"
67
68static QofLogModule log_module = GNC_MOD_ASSISTANT;
69
70enum loan_cols
71{
72 LOAN_COL_DATE = 0,
73 LOAN_COL_PAYMENT,
74 LOAN_COL_PRINCIPAL,
75 LOAN_COL_INTEREST,
76 NUM_LOAN_COLS
77};
78
79typedef enum
80{
81 CURRENT_YEAR,
82 NOW_PLUS_ONE,
83 WHOLE_LOAN,
84 CUSTOM
85} REV_RANGE_OPTS;
86
87struct LoanAssistantData_;
88
93typedef struct RepayOptData_
94{
95 gboolean enabled;
96 gboolean optValid;
97 gboolean FreqUniq;
98 char *name; /* { "insurance", "pmi", "taxes", ... } */
99 char *txnMemo;
100 float amount;
101 gboolean throughEscrowP;
102 gboolean specSrcAcctP;
103 Account *to;
104 Account *from; /* If NULL { If throughEscrowP, then through escrowAcct };
105 * else: undefined. */
106 GList *schedule;
107 /* If NULL, part of repayment; otherwise: defined
108 * here. */
109 GDate *startDate;
110} RepayOptData;
111
115typedef struct RepayOptDataDefault_
116{
117 const char *name;
118 const char *defaultTxnMemo;
119 gboolean escrowDefault;
120 gboolean specSrcAcctDefault;
121} RepayOptDataDefault;
122
123static RepayOptDataDefault REPAY_DEFAULTS[] =
124{
125 /* { name, default txn memo, throughEscrowP, specSrcAcctP } */
126 { N_("Taxes"), N_("Tax Payment"), TRUE, FALSE },
127 { N_("Insurance"), N_("Insurance Payment"), TRUE, FALSE },
128 /* Translators: PMI stands for Private Mortgage Insurance. */
129 { N_("PMI"), N_("PMI Payment"), TRUE, FALSE },
130 { N_("Other Expense"), N_("Miscellaneous Payment"), FALSE, FALSE },
131 { NULL }
132};
133
137typedef struct RepayOptUI_
138{
139 /* must be stated this way [instead of 'LoanAssistantData*'] because of
140 * forward decl. */
141 struct LoanAssistantData_ *ldd;
142 GtkCheckButton *optCb;
143 GtkCheckButton *escrowCb;
144 RepayOptData *optData;
145} RepayOptUIData;
146
147typedef enum
148{
149 GNC_FIXED = 0,
150 GNC_VARIABLE,
151 GNC_VARIABLE_3_1 = GNC_VARIABLE,
152 GNC_VARIABLE_5_1,
153 GNC_VARIABLE_7_1,
154 GNC_VARIABLE_10_1,
155 /* ... FIXME */
156} LoanType;
157
158typedef enum
159{
160 GNC_MONTHS = 0,
161 GNC_YEARS
162} PeriodSize;
163
164/*type of interest rate entered*/
165typedef enum
166{
167 GNC_IRATE_SIMPLE,
168 GNC_IRATE_APR_DAILY,
169 GNC_IRATE_APR_WEEKLY,
170 GNC_IRATE_APR_MONTHLY,
171 GNC_IRATE_APR_QUARTERLY,
172 GNC_IRATE_APR_SEMIANNUALLY,
173 GNC_IRATE_APR_ANNUALLY
174} IRateType;
175
181typedef struct rev_repayment_row
182{
183 GDate date;
184 gnc_numeric *numCells;
185} RevRepaymentRow;
186
190typedef struct LoanData_
191{
192 Account *primaryAcct;
193 gnc_numeric principal;
194 float interestRate;
195 IRateType rateType;
196 LoanType type;
197 GList *loan_schedule;
198 GDate *startDate;
199 GDate *varStartDate;
200 int numPer;
201 PeriodSize perSize;
202 int numMonRemain;
203
204 char *repMemo;
205 std::string repAmount;
206 Account *repFromAcct;
207 Account *repPriAcct;
208 Account *repIntAcct;
209 Account *escrowAcct;
210 GList *repayment_schedule;
211 GDate *repStartDate;
212
213 int repayOptCount;
214 RepayOptData **repayOpts;
215
216 /* Data concerning the review of repayments. */
217 int revNumPmts;
218 int revRepayOptToColMap[ (sizeof(REPAY_DEFAULTS)
219 / sizeof(RepayOptDataDefault))
220 - 1 ];
221 GList *revSchedule;
222} LoanData;
223
227typedef struct LoanAssistantData_
228{
229 GtkWidget *window;
230 GtkWidget *assistant;
231
232 LoanData ld;
233 /* The UI-side storage of repayment data; this is 1:1 with the array
234 * in LoanData */
235 RepayOptUIData **repayOptsUI;
236
237 /* Current index of the payment opt for multiplexing the 'payment'
238 * page. */
239 int currentIdx;
240
241 /* widgets */
242 /* prm = params */
243 GtkGrid *prmTable;
244 GNCAccountSel *prmAccountGAS;
245 GNCAmountEdit *prmOrigPrincGAE;
246 GtkSpinButton *prmIrateSpin;
247 GtkComboBox *prmType;
248 GtkFrame *prmVarFrame;
249 GncFrequency *prmVarGncFreq;
250 GNCDateEdit *prmStartDateGDE;
251 GtkSpinButton *prmLengthSpin;
252 GtkComboBox *prmLengthType;
253 GtkSpinButton *prmRemainSpin;
254 GtkComboBox *prmIrateType;
255
256 /* opt = options */
257 GtkBox *optVBox;
258 GtkCheckButton *optEscrowCb;
259 GtkBox *optEscrowHBox;
260 GNCAccountSel *optEscrowGAS;
261
262 /* rep = repayment */
263 GtkEntry *repTxnName;
264 GtkGrid *repTable;
265 GtkEntry *repAmtEntry;
266 GNCAccountSel *repAssetsFromGAS;
267 GNCAccountSel *repPrincToGAS;
268 GNCAccountSel *repIntToGAS;
269 GtkFrame *repFreqFrame;
270 GncFrequency *repGncFreq;
271
272 /* pay = payment[s] */
273 GtkEntry *payTxnName;
274 GtkEntry *payAmtEntry;
275 GNCAccountSel *payAcctFromGAS;
276 GNCAccountSel *payAcctEscToGAS;
277 GNCAccountSel *payAcctEscFromGAS;
278 GNCAccountSel *payAcctToGAS;
279 GtkGrid *payTable;
280 GtkCheckButton *payUseEscrow;
281 GtkCheckButton *paySpecSrcAcct;
282 GtkLabel *payAcctFromLabel;
283 GtkLabel *payEscToLabel;
284 GtkLabel *payEscFromLabel;
285 GtkRadioButton *payTxnFreqPartRb;
286 GtkRadioButton *payTxnFreqUniqRb;
287 GtkBox *payFreqHBox;
288 GncFrequency *payGncFreq;
289
290 /* rev = review */
291 GtkComboBox *revRangeOpt;
292 GtkFrame *revDateFrame;
293 GtkGrid *revTable;
294 GNCDateEdit *revStartDate;
295 GNCDateEdit *revEndDate;
296 GtkScrolledWindow *revScrollWin;
297 GtkTreeView *revView;
298} LoanAssistantData;
299
303typedef struct toCreateSX_
304{
306 gchar *name;
308 GDate start, last, end;
310 GList *schedule;
312 gint instNum;
314 TTInfoPtr mainTxn;
316 TTInfoPtr escrowTxn;
317} toCreateSX;
318
319/**************************************************************************/
320
321static void loan_assistant_window_destroy_cb( GtkWidget *object, gpointer user_data );
322static void loan_assistant_close_handler( gpointer user_data );
323static void loan_assistant_data_init( LoanAssistantData *ldd );
324
325static void loan_info_prep( GtkAssistant *assistant, gpointer user_data );
326static void loan_info_prm_type_cb( GtkWidget *w, gpointer user_data );
327static void loan_info_calc_update_cb( GtkWidget *widget, gpointer user_data );
328void loan_info_page_valid_cb( GtkWidget *widget, gpointer user_data );
329static gboolean loan_info_page_complete( GtkAssistant *assistant, gpointer user_data );
330static void loan_info_page_save( GtkAssistant *assistant, gpointer user_data );
331
332static void loan_opt_prep( GtkAssistant *assistant, gpointer user_data );
333static void loan_opt_toggled_cb( GtkToggleButton *tb, gpointer user_data );
334static void loan_opt_consistency_cb( GtkToggleButton *tb, gpointer user_data );
335static void loan_opt_escrow_toggle_cb( GtkToggleButton *tb, gpointer user_data );
336static void loan_opt_escrow_toggled_cb( GtkToggleButton *tb, gpointer user_data );
337void loan_opt_page_valid_cb (GtkWidget *widget, gpointer user_data );
338static gboolean loan_opt_page_complete( GtkAssistant *assistant, gpointer user_data );
339
340static void loan_rep_prep ( GtkAssistant *assistant, gpointer user_data );
341void loan_rep_page_valid_cb (GtkWidget *widget, gpointer user_data );
342static gboolean loan_rep_page_complete( GtkAssistant *assistant, gpointer user_data );
343static void loan_rep_page_save( GtkAssistant *assistant, gpointer user_data );
344
345static void loan_pay_prep ( GtkAssistant *assistant, gpointer user_data );
346static void loan_pay_use_esc_setup( LoanAssistantData *ldd, gboolean newState );
347static void loan_pay_use_esc_toggle_cb( GtkToggleButton *tb, gpointer user_data );
348static void loan_pay_spec_src_setup( LoanAssistantData *ldd, gboolean newState );
349static void loan_pay_spec_src_toggle_cb( GtkToggleButton *tb, gpointer user_data );
350static void loan_pay_freq_toggle_cb( GtkToggleButton *tb, gpointer user_data );
351static void loan_pay_page_valid_cb (GtkWidget *widget, gpointer user_data );
352static gboolean loan_pay_complete( GtkAssistant *assistant, gpointer user_data );
353static gboolean loan_pay_all_opt_valid ( GtkAssistant *assistant, gpointer user_data );
354static void loan_pay_back_button_cb( GtkButton *button, gpointer user_data );
355static void loan_pay_next_button_cb( GtkButton *button, gpointer user_data );
356
357static void loan_rev_prep ( GtkAssistant *assistant, gpointer user_data );
358static void loan_rev_recalc_schedule( LoanAssistantData *ldd );
359static void loan_rev_range_opt_changed_cb( GtkComboBox *combo, gpointer user_data );
360static void loan_rev_range_changed_cb( GNCDateEdit *gde, gpointer user_data );
361static void loan_rev_get_loan_range( LoanAssistantData *ldd, GDate *start, GDate *end );
362static void loan_rev_get_dates( LoanAssistantData *ldd, GDate *start, GDate *end );
363static void loan_rev_update_view( LoanAssistantData *ldd, GDate *start, GDate *end );
364static void loan_rev_sched_list_free( gpointer data, gpointer user_data );
365static void loan_rev_hash_to_list( gpointer key, gpointer val, gpointer user_data );
366static void loan_rev_hash_free_date_keys( gpointer key, gpointer val, gpointer user_data );
367
368static std::string loan_get_pmt_formula(LoanAssistantData *ldd);
369static std::string loan_get_ppmt_formula(LoanAssistantData *ldd);
370static std::string loan_get_ipmt_formula(LoanAssistantData *ldd);
371static float loan_apr_to_simple_formula (double rate, double pmt_periods, double comp_periods);
372
373static void loan_create_sxes( LoanAssistantData *ldd );
374static void loan_create_sx_from_tcSX( LoanAssistantData *ldd, toCreateSX *tcSX );
375static void loan_tcSX_free( gpointer data, gpointer user_data );
376
377extern "C" {
378void loan_assistant_prepare( GtkAssistant *assistant, GtkWidget *page, gpointer user_data );
379void loan_assistant_finish( GtkAssistant *gtkassistant, gpointer user_data );
380void loan_assistant_cancel( GtkAssistant *gtkassistant, gpointer user_data );
381void loan_assistant_close( GtkAssistant *gtkassistant, gpointer user_data );
382}
383
384/*****************************************************************************/
385
386
387static
388void
389loan_assistant_close_handler( gpointer user_data )
390{
391 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
392 gtk_widget_destroy( ldd->window );
393}
394
395
396static
397void
398loan_assistant_window_destroy_cb( GtkWidget *object, gpointer user_data )
399{
400 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
401
402 g_assert( ldd );
403
404 gnc_unregister_gui_component_by_data (DIALOG_LOAN_ASSISTANT_CM_CLASS, ldd);
405
406 /* free alloc'd mem; cleanup */
407
408 /* repay opts */
409 {
410 int i;
411
412 g_date_free( ldd->ld.startDate );
413 g_date_free( ldd->ld.varStartDate );
414 recurrenceListFree(&ldd->ld.loan_schedule);
415
416 if ( ldd->ld.repMemo )
417 g_free( ldd->ld.repMemo );
418
419 for ( i = 0; i < ldd->ld.repayOptCount; i++ )
420 {
421 RepayOptData *rod = ldd->ld.repayOpts[i];
422 if ( rod->name )
423 g_free( rod->name );
424 if ( rod->txnMemo )
425 g_free( rod->txnMemo );
426
427 if ( rod->startDate )
428 g_date_free( rod->startDate );
429
430 if (rod->schedule != NULL)
431 recurrenceListFree(&rod->schedule);
432
433 g_free( ldd->ld.repayOpts[i] );
434 g_free( ldd->repayOptsUI[i] );
435 }
436 g_free( ldd->ld.repayOpts );
437 g_free( ldd->repayOptsUI );
438
439 g_date_free( ldd->ld.repStartDate );
440 }
441
442 /* review */
443 {
444 if ( ldd->ld.revSchedule )
445 {
446 g_list_foreach( ldd->ld.revSchedule,
447 loan_rev_sched_list_free,
448 NULL );
449 g_list_free( ldd->ld.revSchedule );
450 ldd->ld.revSchedule = NULL;
451 }
452 }
453
454 g_free( ldd );
455}
456
457
458static GtkWidget *
459gnc_loan_assistant_create( LoanAssistantData *ldd )
460{
461 GtkBuilder *builder;
462 GtkWidget *window;
463
464 loan_assistant_data_init( ldd );
465
466 builder = gtk_builder_new();
467
468 gnc_builder_add_from_file (builder , "assistant-loan.glade", "len_liststore");
469 gnc_builder_add_from_file (builder , "assistant-loan.glade", "range_liststore");
470 gnc_builder_add_from_file (builder , "assistant-loan.glade", "type_liststore");
471 gnc_builder_add_from_file (builder , "assistant-loan.glade", "rate_liststore");
472
473 gnc_builder_add_from_file (builder , "assistant-loan.glade", "loan_mortgage_assistant");
474 window = GTK_WIDGET(gtk_builder_get_object (builder, "loan_mortgage_assistant"));
475 ldd->window = window;
476
477 // Set the name for this assistant so it can be easily manipulated with css
478 gtk_widget_set_name (GTK_WIDGET(window), "gnc-id-assistant-loan");
479
480 /* Enable buttons on complete pages. */
481 gtk_assistant_set_page_complete (GTK_ASSISTANT (window),
482 GTK_WIDGET(gtk_builder_get_object(builder, "loan_intro_page")),
483 TRUE);
484 gtk_assistant_set_page_complete (GTK_ASSISTANT (window),
485 GTK_WIDGET(gtk_builder_get_object(builder, "loan_options_page")),
486 TRUE);
487 gtk_assistant_set_page_complete (GTK_ASSISTANT (window),
488 GTK_WIDGET(gtk_builder_get_object(builder, "loan_review_page")),
489 TRUE);
490
491 /* Information Page */
492 {
493 ldd->prmTable = GTK_GRID(gtk_builder_get_object(builder, "param_table"));
494 ldd->prmVarFrame = GTK_FRAME(gtk_builder_get_object(builder, "type_freq_frame"));
495 ldd->prmIrateSpin = GTK_SPIN_BUTTON (gtk_builder_get_object(builder, "irate_spin"));
496 ldd->prmType = GTK_COMBO_BOX (gtk_builder_get_object(builder, "type_combobox"));
497 gtk_combo_box_set_active( GTK_COMBO_BOX( ldd->prmType), FALSE );
498 ldd->prmLengthSpin = GTK_SPIN_BUTTON (gtk_builder_get_object(builder, "len_spin"));
499 ldd->prmLengthType = GTK_COMBO_BOX (gtk_builder_get_object(builder, "len_opt"));
500 gtk_combo_box_set_active( GTK_COMBO_BOX( ldd->prmLengthType), FALSE );
501 ldd->prmRemainSpin = GTK_SPIN_BUTTON (gtk_builder_get_object(builder, "rem_spin"));
502 ldd->prmIrateType = GTK_COMBO_BOX (gtk_builder_get_object(builder, "irate_type_combobox"));
503 gtk_combo_box_set_active( GTK_COMBO_BOX( ldd->prmIrateType), FALSE );
504 /* ldd->prmStartDateGDE */
505 }
506 /* Repayment Page */
507 {
508 ldd->repTable = GTK_GRID(gtk_builder_get_object(builder, "repay_table"));
509 ldd->repTxnName = GTK_ENTRY(gtk_builder_get_object(builder, "txn_title"));
510 ldd->repAmtEntry = GTK_ENTRY(gtk_builder_get_object(builder, "amount_ent"));
511 ldd->repFreqFrame = GTK_FRAME(gtk_builder_get_object(builder, "freq_frame"));
512 }
513 /* Options Page */
514 {
515 ldd->optVBox = GTK_BOX(gtk_builder_get_object(builder, "loan_options_page"));
516 ldd->optEscrowCb = GTK_CHECK_BUTTON(gtk_builder_get_object(builder, "opt_escrow_cb"));
517 ldd->optEscrowHBox = GTK_BOX(gtk_builder_get_object(builder, "opt_escrow_hbox"));
518 }
519 /* Payment Page */
520 {
521 ldd->payTable = GTK_GRID(gtk_builder_get_object(builder, "pay_table"));
522 ldd->payTxnName = GTK_ENTRY(gtk_builder_get_object(builder, "pay_txn_title"));
523 ldd->payAmtEntry = GTK_ENTRY(gtk_builder_get_object(builder, "pay_amt_ent"));
524 ldd->payUseEscrow = GTK_CHECK_BUTTON(gtk_builder_get_object(builder, "pay_use_escrow"));
525 ldd->paySpecSrcAcct = GTK_CHECK_BUTTON(gtk_builder_get_object(builder, "pay_specify_source"));
526 ldd->payAcctFromLabel = GTK_LABEL(gtk_builder_get_object(builder, "pay_from_account_label"));
527 ldd->payEscToLabel = GTK_LABEL(gtk_builder_get_object(builder, "pay_escrow_to_label"));
528 ldd->payEscFromLabel = GTK_LABEL(gtk_builder_get_object(builder, "pay_escrow_from_label"));
529 ldd->payTxnFreqPartRb = GTK_RADIO_BUTTON(gtk_builder_get_object(builder, "pay_txn_part_rb"));
530 ldd->payTxnFreqUniqRb = GTK_RADIO_BUTTON(gtk_builder_get_object(builder, "pay_uniq_freq_rb"));
531 ldd->payFreqHBox = GTK_BOX(gtk_builder_get_object(builder, "pay_freq_hbox"));
532 }
533 /* Review Page */
534 {
535 ldd->revTable = GTK_GRID(gtk_builder_get_object(builder, "rev_date_range_table"));
536 ldd->revRangeOpt = GTK_COMBO_BOX(gtk_builder_get_object(builder, "rev_range_opt"));
537 ldd->revDateFrame = GTK_FRAME(gtk_builder_get_object(builder, "rev_date_frame"));
538 ldd->revScrollWin = GTK_SCROLLED_WINDOW(gtk_builder_get_object(builder, "rev_scrollwin"));
539 /* GNCDateEdit *revStartDate */
540 /* GNCDateEdit *revEndDate */
541 }
542
543 /* non-buildable widget setup */
544 {
545 GtkWidget *butt;
546 int i;
547 // ACCT_TYPE_LIABILITY
548 GList *liabilityAcct;
549 // ACCT_TYPE_BANK, ACCT_TYPE_CASH, ACCT_TYPE_CREDIT,
550 // ACCT_TYPE_ASSET + ACCT_TYPE_LIABILITY
551 GList *paymentFromAccts;
552 // ACCT_TYPE_EXPENSE, ACCT_TYPE_LIABILITY, + payment-froms.
553 GList *paymentToAccts;
554 int fromLen = 5;
555 GNCAccountType paymentFroms[] = { ACCT_TYPE_BANK, ACCT_TYPE_CASH,
556 ACCT_TYPE_CREDIT, ACCT_TYPE_ASSET,
557 ACCT_TYPE_LIABILITY
558 };
559 int toLen = 1;
560 GNCAccountType paymentTos[] = { ACCT_TYPE_EXPENSE };
561
562 liabilityAcct = NULL;
563 paymentFromAccts = NULL;
564 paymentToAccts = NULL;
565
566 liabilityAcct = g_list_append( liabilityAcct,
567 GINT_TO_POINTER( ACCT_TYPE_LIABILITY ) );
568 for ( i = 0; i < fromLen; i++ )
569 {
570 paymentFromAccts
571 = g_list_append( paymentFromAccts,
572 GINT_TO_POINTER( paymentFroms[i] ) );
573 paymentToAccts
574 = g_list_append( paymentToAccts,
575 GINT_TO_POINTER( paymentFroms[i] ) );
576 }
577
578 for ( i = 0; i < toLen; i++ )
579 {
580 paymentToAccts = g_list_append( paymentToAccts,
581 GINT_TO_POINTER( paymentTos[i] ) );
582 }
583
584 /* All of the GncAccountSel[ectors]... */
585 {
586 int i;
587 /* "gas" == GncAccountSel */
588 struct gas_in_tables_data
589 {
590 GNCAccountSel **loc;
591 GtkGrid *table;
592 gboolean newAcctAbility;
593 int left, top, width, height;
594 GList *allowableAccounts;
595 } gas_data[] =
596 {
597 /* These ints are the GtkGrid boundaries */
598 { &ldd->prmAccountGAS, ldd->prmTable, TRUE, 1, 0, 1, 1, liabilityAcct },
599 { &ldd->repAssetsFromGAS, ldd->repTable, TRUE, 1, 2, 1, 1, paymentFromAccts },
600 { &ldd->repPrincToGAS, ldd->repTable, TRUE, 1, 3, 1, 1, paymentToAccts },
601 { &ldd->repIntToGAS, ldd->repTable, TRUE, 3, 3, 1, 1, paymentToAccts },
602 { &ldd->payAcctFromGAS, ldd->payTable, TRUE, 1, 4, 1, 1, paymentFromAccts },
603 { &ldd->payAcctEscToGAS, ldd->payTable, FALSE, 3, 4, 1, 1, paymentToAccts },
604 { &ldd->payAcctEscFromGAS, ldd->payTable, FALSE, 1, 5, 1, 1, paymentFromAccts },
605 { &ldd->payAcctToGAS, ldd->payTable, TRUE, 3, 5, 1, 1, paymentToAccts },
606 { NULL }
607 };
608
609 ldd->prmOrigPrincGAE = GNC_AMOUNT_EDIT(gnc_amount_edit_new());
610 gtk_grid_attach (GTK_GRID(ldd->prmTable), GTK_WIDGET(ldd->prmOrigPrincGAE), 1, 1, 1, 1);
611
612 gtk_widget_set_halign (GTK_WIDGET(ldd->prmOrigPrincGAE), GTK_ALIGN_FILL);
613 gtk_widget_set_hexpand (GTK_WIDGET(ldd->prmOrigPrincGAE), FALSE);
614 g_object_set (GTK_WIDGET(ldd->prmOrigPrincGAE), "margin", 2, nullptr);
615
616 g_signal_connect (G_OBJECT(ldd->prmOrigPrincGAE), "changed",
617 G_CALLBACK(loan_info_page_valid_cb), ldd);
618
619 for ( i = 0; gas_data[i].loc != NULL; i++ )
620 {
621 GNCAccountSel *gas = GNC_ACCOUNT_SEL(gnc_account_sel_new());
622
623 gnc_account_sel_set_new_account_ability(
624 gas, gas_data[i].newAcctAbility );
625 if ( gas_data[i].allowableAccounts != NULL )
626 {
627 gnc_account_sel_set_acct_filters(
628 gas, gas_data[i].allowableAccounts, NULL );
629 }
630
631 gtk_grid_attach (GTK_GRID(gas_data[i].table),
632 GTK_WIDGET(gas),
633 gas_data[i].left,
634 gas_data[i].top,
635 gas_data[i].width,
636 gas_data[i].height);
637
638 gtk_widget_set_halign (GTK_WIDGET(gas), GTK_ALIGN_FILL);
639 gnc_account_sel_set_new_account_modal (GNC_ACCOUNT_SEL(gas), true);
640 g_object_set (GTK_WIDGET(gas), "margin", 2, nullptr);
641 *(gas_data[i].loc) = gas;
642 }
643 }
644
645 /* Setup the payment page always-insensitive GASes */
646 gtk_widget_set_sensitive( GTK_WIDGET(ldd->payAcctEscToGAS), FALSE );
647 gtk_widget_set_sensitive( GTK_WIDGET(ldd->payAcctEscFromGAS), FALSE );
648
649 /* The GNCDateEdit[s] */
650 {
651 /* "gde" == GNCDateEdit */
652 struct gde_in_tables_data
653 {
654 GNCDateEdit **loc;
655 GtkGrid *table;
656 int left, top, width, height;
657 } gde_data[] =
658 {
659 /* These ints are the GtkGrid boundaries */
660 { &ldd->prmStartDateGDE, ldd->prmTable, 1, 4, 1, 1 },
661 { &ldd->revStartDate, ldd->revTable, 1, 0, 1, 1 },
662 { &ldd->revEndDate, ldd->revTable, 1, 1, 1, 1 },
663 { NULL }
664 };
665
666 for ( i = 0; gde_data[i].loc != NULL; i++ )
667 {
668 *gde_data[i].loc =
669 GNC_DATE_EDIT(
670 gnc_date_edit_new( gnc_time (NULL),
671 FALSE, FALSE ) );
672
673 gtk_grid_attach (GTK_GRID(gde_data[i].table),
674 GTK_WIDGET( *gde_data[i].loc ),
675 gde_data[i].left,
676 gde_data[i].top,
677 gde_data[i].width,
678 gde_data[i].height);
679
680 gtk_widget_set_halign (GTK_WIDGET( *gde_data[i].loc ), GTK_ALIGN_START);
681 gtk_widget_set_hexpand (GTK_WIDGET( *gde_data[i].loc ), FALSE);
682 g_object_set (GTK_WIDGET( *gde_data[i].loc ), "margin", 0, nullptr);
683 }
684
685 }
686
687 gtk_widget_set_sensitive( GTK_WIDGET(ldd->prmVarFrame), FALSE );
688 {
689 g_signal_connect( ldd->prmType, "changed",
690 G_CALLBACK( loan_info_prm_type_cb ),
691 ldd );
692 }
693
694 {
695 GtkAdjustment *a;
696
697 /* 8.0 [%], range of 0.005..100.0 with ticks at 0.001[%]. */
698 a = GTK_ADJUSTMENT(gtk_adjustment_new( 8.0, 0.001,
699 100.0, 0.001,
700 1.0, 0.0 ));
701 gtk_spin_button_set_adjustment( ldd->prmIrateSpin, a );
702 gtk_spin_button_set_value( ldd->prmIrateSpin, 8.00 );
703 gtk_spin_button_set_snap_to_ticks( ldd->prmIrateSpin, TRUE );
704
705 a = GTK_ADJUSTMENT(gtk_adjustment_new( 360, 1,
706 9999, 1,
707 12, 0.0 ));
708 gtk_spin_button_set_adjustment( ldd->prmLengthSpin, a );
709 g_signal_connect( ldd->prmLengthSpin, "changed",
710 G_CALLBACK( loan_info_calc_update_cb ),
711 ldd );
712 g_signal_connect( ldd->prmStartDateGDE, "date-changed",
713 G_CALLBACK( loan_info_calc_update_cb ),
714 ldd );
715 g_signal_connect( ldd->prmLengthSpin, "value-changed",
716 G_CALLBACK( loan_info_calc_update_cb ),
717 ldd );
718 g_signal_connect( ldd->prmLengthType, "changed",
719 G_CALLBACK( loan_info_calc_update_cb ),
720 ldd );
721
722 a = GTK_ADJUSTMENT(gtk_adjustment_new( 360, 1,
723 9999, 1,
724 12, 0.0 ));
725 gtk_spin_button_set_adjustment( ldd->prmRemainSpin, a );
726 }
727
728 g_signal_connect( ldd->optEscrowCb, "toggled",
729 G_CALLBACK(loan_opt_escrow_toggle_cb), ldd );
730 gtk_widget_set_sensitive( GTK_WIDGET(ldd->optEscrowHBox), FALSE );
731 ldd->optEscrowGAS = GNC_ACCOUNT_SEL(gnc_account_sel_new());
732 g_object_set (ldd->optEscrowGAS, "entry-width", 50, NULL);
733 gnc_account_sel_set_new_account_modal (GNC_ACCOUNT_SEL(ldd->optEscrowGAS), true);
734 gnc_account_sel_set_new_account_ability( ldd->optEscrowGAS, TRUE );
735 gtk_container_add( GTK_CONTAINER(ldd->optEscrowHBox),
736 GTK_WIDGET(ldd->optEscrowGAS) );
737
738 {
739 /* . Each RepayOpt gets an "entry" in the optContainer.
740 * . Each "entry" is a 2-line vbox containing:
741 * . The checkbox for the option itself
742 * . an alignment-contained sub-checkbox for "through the
743 * escrow account".
744 * . Hook up each to bit-twiddling the appropriate line.
745 */
746
747 RepayOptUIData *rouid;
748 GtkWidget *vb;
749 GString *str;
750
751 str = g_string_sized_new( 32 );
752
753 for ( i = 0; i < ldd->ld.repayOptCount; i++ )
754 {
755 rouid = ldd->repayOptsUI[i];
756 vb = gtk_box_new (GTK_ORIENTATION_VERTICAL, 2);
757 gtk_box_set_homogeneous (GTK_BOX (vb), FALSE);
758 gtk_widget_set_margin_start (GTK_WIDGET(vb), 12);
759
760 /* Add payment checkbox. */
761
762 /* Translators: %s is "Taxes",
763 "Insurance", or similar. */
764 g_string_printf( str, _("… pay \"%s\"?"),
765 rouid->optData->name );
766 rouid->optCb =
767 GTK_CHECK_BUTTON(
768 gtk_check_button_new_with_label(
769 str->str ));
770 gtk_box_pack_start( GTK_BOX(vb),
771 GTK_WIDGET(rouid->optCb),
772 FALSE, FALSE, 2 );
773 rouid->escrowCb =
774 GTK_CHECK_BUTTON(
775 gtk_check_button_new_with_label(
776 _("via Escrow account?") ));
777 gtk_widget_set_sensitive(
778 GTK_WIDGET(rouid->escrowCb),
779 FALSE );
780
781 gtk_box_pack_start( GTK_BOX(vb), GTK_WIDGET(rouid->escrowCb), FALSE, FALSE, 2 );
782 gtk_widget_set_margin_start (GTK_WIDGET(rouid->escrowCb), 12);
783
784 g_signal_connect( rouid->optCb, "toggled",
785 G_CALLBACK(loan_opt_toggled_cb),
786 rouid );
787 g_signal_connect( rouid->optCb, "toggled",
788 G_CALLBACK(loan_opt_consistency_cb),
789 rouid );
790 g_signal_connect( rouid->escrowCb, "toggled",
791 G_CALLBACK(loan_opt_escrow_toggled_cb),
792 rouid );
793
794 gtk_box_pack_start( GTK_BOX(ldd->optVBox), GTK_WIDGET(vb), FALSE, FALSE, 2 );
795 gtk_widget_show_all( GTK_WIDGET(ldd->optVBox) );
796 }
797 g_string_free( str, TRUE );
798 }
799
800 g_signal_connect( ldd->payUseEscrow, "toggled",
801 G_CALLBACK(loan_pay_use_esc_toggle_cb), ldd );
802 g_signal_connect( ldd->paySpecSrcAcct, "toggled",
803 G_CALLBACK(loan_pay_spec_src_toggle_cb), ldd );
804 g_signal_connect( ldd->payTxnFreqUniqRb, "toggled",
805 G_CALLBACK(loan_pay_freq_toggle_cb), ldd );
806
807 {
808 GtkBox *hbox;
809 hbox = GTK_BOX(gtk_builder_get_object(builder, "type_freq_hbox"));
810 ldd->prmVarGncFreq = GNC_FREQUENCY(gnc_frequency_new( NULL, NULL ));
811 gtk_box_pack_start( GTK_BOX(hbox) , GTK_WIDGET(ldd->prmVarGncFreq), TRUE, FALSE, 0 );
812 g_signal_connect (ldd->prmVarGncFreq, "changed",
813 G_CALLBACK (loan_info_page_valid_cb), ldd);
814 }
815 {
816 GtkBox *hbox;
817 hbox = GTK_BOX(gtk_builder_get_object(builder, "freq_frame_hbox"));
818 ldd->repGncFreq = GNC_FREQUENCY(gnc_frequency_new( NULL, NULL ));
819 gtk_box_pack_start( GTK_BOX(hbox) , GTK_WIDGET(ldd->repGncFreq), TRUE, FALSE, 0 );
820 g_signal_connect (ldd->repGncFreq, "changed",
821 G_CALLBACK (loan_rep_page_valid_cb), ldd);
822 }
823
824 ldd->payGncFreq = GNC_FREQUENCY(gnc_frequency_new( NULL, NULL ));
825 gtk_container_add( GTK_CONTAINER(ldd->payFreqHBox), GTK_WIDGET(ldd->payGncFreq) );
826
827 g_signal_connect (ldd->payGncFreq, "changed",
828 G_CALLBACK (loan_pay_page_valid_cb), ldd);
829
830 butt = GTK_WIDGET(gtk_builder_get_object(builder, "pay_back_button"));
831 g_signal_connect (butt, "clicked",
832 G_CALLBACK (loan_pay_back_button_cb), ldd);
833
834 butt = GTK_WIDGET(gtk_builder_get_object(builder, "pay_next_button"));
835 g_signal_connect (butt, "clicked",
836 G_CALLBACK (loan_pay_next_button_cb), ldd);
837
838 }
839
840 /* Info page Call Back */
841 {
842 g_signal_connect (ldd->prmAccountGAS, "account_sel_changed",
843 G_CALLBACK (loan_info_page_valid_cb), ldd);
844 g_signal_connect( ldd->prmIrateType, "changed",
845 G_CALLBACK( loan_info_page_valid_cb ), ldd );
846 }
847 /* Opts page Call Back */
848 {
849 g_signal_connect (ldd->optEscrowGAS, "account_sel_changed",
850 G_CALLBACK (loan_opt_page_valid_cb), ldd);
851 }
852 /* Rep page Call Back */
853 {
854 g_signal_connect (ldd->repAssetsFromGAS, "account_sel_changed",
855 G_CALLBACK (loan_rep_page_valid_cb), ldd);
856 g_signal_connect (ldd->repIntToGAS, "account_sel_changed",
857 G_CALLBACK (loan_rep_page_valid_cb), ldd);
858 g_signal_connect (ldd->repPrincToGAS, "account_sel_changed",
859 G_CALLBACK (loan_rep_page_valid_cb), ldd);
860 }
861 /* Pay page Call Back */
862 {
863 g_signal_connect (ldd->payAcctFromGAS, "account_sel_changed",
864 G_CALLBACK (loan_pay_page_valid_cb), ldd);
865 g_signal_connect (ldd->payAcctToGAS, "account_sel_changed",
866 G_CALLBACK (loan_pay_page_valid_cb), ldd);
867 g_signal_connect (ldd->payAcctEscFromGAS, "account_sel_changed",
868 G_CALLBACK (loan_pay_page_valid_cb), ldd);
869 g_signal_connect (ldd->payAcctEscToGAS, "account_sel_changed",
870 G_CALLBACK (loan_pay_page_valid_cb), ldd);
871 }
872 /* Review page Call Back */
873 {
874 gtk_combo_box_set_active( ldd->revRangeOpt, 0 );
875 g_signal_connect( ldd->revRangeOpt, "changed",
876 G_CALLBACK( loan_rev_range_opt_changed_cb ),
877 ldd );
878 g_signal_connect( ldd->revStartDate, "date-changed",
879 G_CALLBACK( loan_rev_range_changed_cb ),
880 ldd );
881 g_signal_connect( ldd->revEndDate, "date-changed",
882 G_CALLBACK( loan_rev_range_changed_cb ),
883 ldd );
884 }
885
886 g_signal_connect( ldd->window, "destroy",
887 G_CALLBACK(loan_assistant_window_destroy_cb),
888 ldd );
889
890 gtk_builder_connect_signals(builder, ldd);
891 g_object_unref(G_OBJECT(builder));
892
893 gtk_widget_show_all( ldd->window );
894 return window;
895}
896
897
898static
899void
900loan_assistant_data_init( LoanAssistantData *ldd )
901{
902 int i, optCount;
903 RepayOptData *optData;
904
905 /* get the count of repayment defaults. */
906 for ( optCount = 0; REPAY_DEFAULTS[optCount].name != NULL; optCount++ )
907 ;
908
909 ldd->currentIdx = -1;
910
911 ldd->ld.principal = gnc_numeric_zero();
912 ldd->ld.startDate = g_date_new();
913 ldd->ld.varStartDate = g_date_new();
914 gnc_gdate_set_time64( ldd->ld.startDate, gnc_time (NULL) );
915 ldd->ld.loan_schedule = NULL;
916 ldd->ld.repayment_schedule = NULL;
917 {
918 Recurrence *r = g_new0(Recurrence, 1);
919 recurrenceSet(r, 1, PERIOD_MONTH, ldd->ld.startDate, WEEKEND_ADJ_NONE);
920 ldd->ld.repayment_schedule = g_list_append(ldd->ld.repayment_schedule, r);
921 }
922
923 ldd->ld.repMemo = g_strdup( _("Loan") );
924 ldd->ld.repStartDate = g_date_new();
925 ldd->ld.repayOptCount = optCount;
926 ldd->ld.repayOpts = g_new0( RepayOptData*, optCount );
927 /* copy all the default lines into the LDD */
928 ldd->repayOptsUI = g_new0( RepayOptUIData*, optCount );
929 for ( i = 0; i < optCount; i++ )
930 {
931 g_assert( REPAY_DEFAULTS[i].name != NULL );
932
933 ldd->repayOptsUI[i] = g_new0( RepayOptUIData, 1 );
934 ldd->repayOptsUI[i]->ldd = ldd;
935
936 optData = ldd->ld.repayOpts[i]
937 = ldd->repayOptsUI[i]->optData
938 = g_new0( RepayOptData, 1 );
939
940 optData->enabled = FALSE;
941 optData->optValid = FALSE;
942 optData->FreqUniq = FALSE;
943 optData->name = g_strdup( _(REPAY_DEFAULTS[i].name) );
944 optData->txnMemo = g_strdup( _(REPAY_DEFAULTS[i].
945 defaultTxnMemo) );
946 optData->amount = 0.0;
947 optData->throughEscrowP = REPAY_DEFAULTS[i].escrowDefault;
948 optData->specSrcAcctP = REPAY_DEFAULTS[i].specSrcAcctDefault;
949 optData->schedule = NULL;
950 optData->startDate = NULL;
951 }
952}
953
954/************************ Page functions in order ***********************/
955
956static
957void
958loan_info_prep( GtkAssistant *assistant, gpointer user_data )
959{
960 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
961
962 gnc_amount_edit_set_amount( ldd->prmOrigPrincGAE, ldd->ld.principal );
963 gtk_spin_button_set_value( ldd->prmIrateSpin, ldd->ld.interestRate );
964 gtk_combo_box_set_active( ldd->prmIrateType, ldd->ld.rateType );
965 gtk_combo_box_set_active( ldd->prmType, ldd->ld.type );
966 if ( ldd->ld.type != GNC_FIXED )
967 {
968 g_signal_handlers_block_by_func( GNC_FREQUENCY( ldd->prmVarGncFreq),
969 (gpointer) loan_info_page_valid_cb, ldd );
970 gnc_frequency_setup_recurrence(ldd->prmVarGncFreq, ldd->ld.loan_schedule, ldd->ld.varStartDate);
971 g_signal_handlers_unblock_by_func( GNC_FREQUENCY( ldd->prmVarGncFreq),
972 (gpointer) loan_info_page_valid_cb, ldd );
973 }
974
975 /* start date */
976 {
977 struct tm *tmpTm;
978
979 tmpTm = g_new0( struct tm, 1 );
980
981 g_date_to_struct_tm (ldd->ld.startDate, tmpTm);
982 gnc_date_edit_set_time (ldd->prmStartDateGDE,
983 gnc_mktime (tmpTm));
984 g_free (tmpTm);
985 }
986
987 /* length: total and remaining */
988 {
989 gtk_spin_button_set_value( ldd->prmLengthSpin, ldd->ld.numPer );
990 gtk_combo_box_set_active( ldd->prmLengthType, ldd->ld.perSize );
991 gtk_spin_button_set_value( ldd->prmRemainSpin, ldd->ld.numMonRemain );
992 }
993}
994
995
996static
997void
998loan_info_prm_type_cb( GtkWidget *w, gpointer user_data )
999{
1000 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1001 gint index;
1002
1003 index = gtk_combo_box_get_active( ldd->prmType );
1004 gtk_widget_set_sensitive( GTK_WIDGET(ldd->prmVarFrame),
1005 index != GNC_FIXED );
1006}
1007
1008
1009static
1010void
1011loan_info_calc_update_cb( GtkWidget *w, gpointer user_data )
1012{
1013 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1014 GDate start, now;
1015 int i, totalVal, total, remain;
1016
1017 g_date_clear( &start, 1 );
1018 g_date_clear( &now, 1 );
1019 gnc_gdate_set_time64( &start, gnc_date_edit_get_date( ldd->prmStartDateGDE ) );
1020 gnc_gdate_set_time64( &now, gnc_time (NULL) );
1021 for ( i = 0; g_date_compare( &start, &now ) < 0; i++ )
1022 {
1023 g_date_add_months( &start, 1 );
1024 }
1025
1026 /* Get the correct, current value of the length spin. */
1027 totalVal = gtk_spin_button_get_value_as_int (ldd->prmLengthSpin);
1028 total = totalVal
1029 * ( gtk_combo_box_get_active( ldd->prmLengthType )
1030 == 1 ? 12 : 1 );
1031 remain = total - i;
1032 gtk_spin_button_set_value( ldd->prmRemainSpin, remain );
1033 gtk_widget_show( GTK_WIDGET(ldd->prmRemainSpin) );
1034}
1035
1036
1037void
1038loan_info_page_valid_cb (GtkWidget *widget, gpointer user_data )
1039{
1040 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1041 GtkAssistant *assistant = GTK_ASSISTANT(ldd->window);
1042 gint num = gtk_assistant_get_current_page (assistant);
1043 GtkWidget *page = gtk_assistant_get_nth_page (assistant, num);
1044
1045 gtk_assistant_set_page_complete (assistant, page,
1046 loan_info_page_complete (assistant, ldd));
1047}
1048
1049
1050static
1051gboolean
1052loan_info_page_complete( GtkAssistant *assistant, gpointer user_data )
1053{
1054 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1055 GNCPrintAmountInfo print_info;
1056 gnc_commodity *currency;
1057 gint result;
1058 gnc_numeric value;
1059
1060 ldd->ld.primaryAcct = gnc_account_sel_get_account( ldd->prmAccountGAS );
1061 /* Test for valid Account */
1062 if ( ldd->ld.primaryAcct == NULL )
1063 return FALSE;
1064
1065 /* Test for loan amount */
1066 currency = xaccAccountGetCommodity (ldd->ld.primaryAcct);
1067 print_info = gnc_commodity_print_info (currency, FALSE);
1068 gnc_amount_edit_set_print_info (GNC_AMOUNT_EDIT(ldd->prmOrigPrincGAE), print_info);
1069 gnc_amount_edit_set_fraction (GNC_AMOUNT_EDIT(ldd->prmOrigPrincGAE),
1070 gnc_commodity_get_fraction (currency));
1071
1072 result = gnc_amount_edit_expr_is_valid (GNC_AMOUNT_EDIT(ldd->prmOrigPrincGAE),
1073 &value, FALSE, nullptr);
1074 if (result == 1)
1075 return FALSE;
1076
1077 return TRUE;
1078}
1079
1080
1081static
1082void
1083loan_info_page_save( GtkAssistant *assistant, gpointer user_data )
1084{
1085 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1086
1087 ldd->ld.primaryAcct = gnc_account_sel_get_account( ldd->prmAccountGAS );
1088
1089 if ( ! ldd->ld.repPriAcct )
1090 {
1091 ldd->ld.repPriAcct = ldd->ld.primaryAcct;
1092 }
1093 ldd->ld.principal = gnc_amount_edit_get_amount( ldd->prmOrigPrincGAE );
1094 ldd->ld.interestRate = gtk_spin_button_get_value( ldd->prmIrateSpin );
1095 ldd->ld.rateType = static_cast<IRateType>( gtk_combo_box_get_active (ldd->prmIrateType ));
1096 ldd->ld.type = static_cast<LoanType>( gtk_combo_box_get_active( ldd->prmType ));
1097
1098 if ( ldd->ld.type != GNC_FIXED )
1099 {
1100 recurrenceListFree(&ldd->ld.loan_schedule);
1101 gnc_frequency_save_to_recurrence(ldd->prmVarGncFreq,
1102 &ldd->ld.loan_schedule,
1103 ldd->ld.varStartDate);
1104 }
1105
1106 /* start date */
1107 {
1108 time64 tmpTT;
1109 struct tm *tmpTm;
1110
1111 tmpTT = gnc_date_edit_get_date( ldd->prmStartDateGDE );
1112 tmpTm = gnc_localtime ( &tmpTT );
1113 if (tmpTm)
1114 {
1115 g_date_set_dmy( ldd->ld.startDate,
1116 tmpTm->tm_mday,
1117 static_cast<GDateMonth>(tmpTm->tm_mon + 1),
1118 (1900 + tmpTm->tm_year) );
1119 gnc_tm_free (tmpTm);
1120 }
1121 }
1122
1123 /* len / periods */
1124 {
1125 ldd->ld.perSize =
1126 (gtk_combo_box_get_active( ldd->prmLengthType )
1127 == GNC_MONTHS) ? GNC_MONTHS : GNC_YEARS;
1128 ldd->ld.numPer =
1129 gtk_spin_button_get_value_as_int( ldd->prmLengthSpin );
1130 ldd->ld.numMonRemain =
1131 gtk_spin_button_get_value_as_int( ldd->prmRemainSpin );
1132 }
1133}
1134
1135/************************************************************************/
1136
1137static
1138void
1139loan_opt_prep( GtkAssistant *assistant, gpointer user_data )
1140{
1141 int i;
1142 RepayOptUIData *rouid;
1143 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1144
1145 /* Save Previous Page ( Information ) */
1146 loan_info_page_save(assistant, ldd);
1147
1148 if ( ldd->ld.escrowAcct )
1149 {
1150 gtk_toggle_button_set_active( GTK_TOGGLE_BUTTON(ldd->optEscrowCb), TRUE );
1151 gnc_account_sel_set_account( ldd->optEscrowGAS, ldd->ld.escrowAcct, FALSE );
1152 }
1153 for ( i = 0; i < ldd->ld.repayOptCount; i++ )
1154 {
1155 rouid = ldd->repayOptsUI[i];
1156 gtk_toggle_button_set_active( GTK_TOGGLE_BUTTON(rouid->optCb),
1157 rouid->optData->enabled );
1158 gtk_toggle_button_set_active( GTK_TOGGLE_BUTTON(rouid->escrowCb),
1159 rouid->optData->throughEscrowP
1160 && rouid->optData->enabled
1161 && ldd->ld.escrowAcct );
1162 gtk_widget_set_sensitive( GTK_WIDGET(rouid->escrowCb),
1163 rouid->optData->enabled
1164 && ldd->ld.escrowAcct );
1165 }
1166}
1167
1168
1169static
1170void
1171loan_opt_toggled_cb( GtkToggleButton *tb, gpointer user_data )
1172{
1173 RepayOptUIData *rouid;
1174
1175 rouid = (RepayOptUIData*)user_data;
1176 rouid->optData->enabled = gtk_toggle_button_get_active(tb);
1177}
1178
1179
1180static
1181void
1182loan_opt_consistency_cb( GtkToggleButton *tb, gpointer user_data )
1183{
1184 GtkToggleButton *escrowCb;
1185 RepayOptUIData *rouid;
1186
1187 rouid = (RepayOptUIData*)user_data;
1188 escrowCb = GTK_TOGGLE_BUTTON(rouid->escrowCb);
1189 /* make sure the escrow option is only selected if we're active. */
1190 gtk_toggle_button_set_active( escrowCb,
1191 gtk_toggle_button_get_active(
1192 GTK_TOGGLE_BUTTON(
1193 rouid->ldd->optEscrowCb) )
1194 && rouid->optData->throughEscrowP
1195 && gtk_toggle_button_get_active(tb) );
1196 /* make sure the escrow option is only sensitive if we're active, and
1197 * the escrow account is enabled */
1198 gtk_widget_set_sensitive( GTK_WIDGET(escrowCb),
1199 gtk_toggle_button_get_active(tb)
1200 && gtk_toggle_button_get_active(
1201 GTK_TOGGLE_BUTTON(rouid->ldd->optEscrowCb)) );
1202}
1203
1204
1205static
1206void
1207loan_opt_escrow_toggle_cb( GtkToggleButton *tb, gpointer user_data )
1208{
1209 int i;
1210 gboolean newState;
1211 RepayOptUIData *rouid;
1212 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1213 GtkAssistant *assistant = GTK_ASSISTANT(ldd->window);
1214 gint num = gtk_assistant_get_current_page (assistant);
1215 GtkWidget *page = gtk_assistant_get_nth_page (assistant, num);
1216
1217 newState = gtk_toggle_button_get_active(tb);
1218 gtk_widget_set_sensitive( GTK_WIDGET(ldd->optEscrowHBox), newState );
1219 /* Check for Valid Account if enabled */
1220 if (newState)
1221 {
1222 if (GNC_ACCOUNT_SEL( ldd->ld.escrowAcct) == NULL)
1223 gtk_assistant_set_page_complete (assistant, page, FALSE);
1224 }
1225 else
1226 {
1227 ldd->ld.escrowAcct = NULL;
1228 gnc_account_sel_set_account( GNC_ACCOUNT_SEL( ldd->optEscrowGAS), NULL , FALSE );
1229 gtk_assistant_set_page_complete (assistant, page, TRUE);
1230 }
1231
1232
1233 /* deal with escrow options. */
1234 for ( i = 0; i < ldd->ld.repayOptCount; i++ )
1235 {
1236 rouid = ldd->repayOptsUI[i];
1237 /* If we're going off, then uncheck and desensitize all escrow opts. */
1238 /* If we're going on, then sensitize all escrow opts. */
1239
1240 /* prevent the toggle handler from running and "trashing" the
1241 * state of the throughEscrowP selection */
1242 g_signal_handlers_block_by_func( rouid->escrowCb,
1243 (gpointer) loan_opt_escrow_toggled_cb,
1244 rouid );
1245 gtk_toggle_button_set_active(
1246 GTK_TOGGLE_BUTTON(rouid->escrowCb),
1247 ( newState
1248 && gtk_toggle_button_get_active( GTK_TOGGLE_BUTTON(rouid->optCb) )
1249 && rouid->optData->throughEscrowP ) );
1250 gtk_widget_set_sensitive(
1251 GTK_WIDGET(rouid->escrowCb),
1252 newState
1253 && gtk_toggle_button_get_active( GTK_TOGGLE_BUTTON(rouid->optCb) ) );
1254 g_signal_handlers_unblock_by_func( rouid->escrowCb,
1255 (gpointer) loan_opt_escrow_toggled_cb,
1256 rouid );
1257 if ( newState )
1258 {
1259 rouid->optData->from = ldd->ld.escrowAcct;
1260 }
1261 else
1262 {
1263 rouid->optData->from = NULL;
1264 }
1265 }
1266}
1267
1268
1269static
1270void
1271loan_opt_escrow_toggled_cb( GtkToggleButton *tb, gpointer user_data )
1272{
1273 RepayOptUIData *rouid;
1274
1275 rouid = (RepayOptUIData*)user_data;
1276 rouid->optData->throughEscrowP = gtk_toggle_button_get_active( tb );
1277}
1278
1279
1280void
1281loan_opt_page_valid_cb (GtkWidget *widget, gpointer user_data )
1282{
1283 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1284
1285 GtkAssistant *assistant = GTK_ASSISTANT(ldd->window);
1286 gint num = gtk_assistant_get_current_page (assistant);
1287 GtkWidget *page = gtk_assistant_get_nth_page (assistant, num);
1288
1289 gtk_assistant_set_page_complete (assistant, page,
1290 loan_opt_page_complete (assistant, ldd));
1291}
1292
1293
1294static
1295gboolean
1296loan_opt_page_complete( GtkAssistant *assistant, gpointer user_data )
1297{
1298 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1299
1300 if ( gtk_toggle_button_get_active( GTK_TOGGLE_BUTTON(ldd->optEscrowCb) ) )
1301 {
1302 ldd->ld.escrowAcct =
1303 gnc_account_sel_get_account( ldd->optEscrowGAS );
1304 /* Test for valid Account */
1305 if ( ldd->ld.escrowAcct == NULL )
1306 return FALSE;
1307 }
1308 else
1309 {
1310 ldd->ld.escrowAcct = NULL;
1311 }
1312 return TRUE;
1313}
1314
1315/************************************************************************/
1316
1317static void
1318update_repayment_formula_cb(GtkWidget *widget, gpointer user_data)
1319{
1320 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1321
1322 recurrenceListFree(&ldd->ld.repayment_schedule);
1323 gnc_frequency_save_to_recurrence(ldd->repGncFreq,
1324 &ldd->ld.repayment_schedule,
1325 ldd->ld.repStartDate);
1326
1327 ldd->ld.repAmount = loan_get_pmt_formula(ldd);
1328 if (!ldd->ld.repAmount.empty() )
1329 gtk_entry_set_text(ldd->repAmtEntry, ldd->ld.repAmount.c_str());
1330
1331}
1332
1333static void
1334loan_rep_prep( GtkAssistant *assistant, gpointer user_data )
1335{
1336 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1337 static gulong date_changed_handler_id = 0;
1338
1339 if (date_changed_handler_id)
1340 {
1341 g_signal_handler_disconnect(ldd->repGncFreq, date_changed_handler_id);
1342 date_changed_handler_id = 0;
1343 }
1344
1345 ldd->ld.repAmount = loan_get_pmt_formula(ldd);
1346
1347 if ( ldd->ld.repMemo )
1348 gtk_entry_set_text( ldd->repTxnName, ldd->ld.repMemo );
1349
1350 if (!ldd->ld.repAmount.empty() )
1351 gtk_entry_set_text(ldd->repAmtEntry, ldd->ld.repAmount.c_str());
1352
1353 gnc_account_sel_set_account( ldd->repAssetsFromGAS, ldd->ld.repFromAcct, FALSE );
1354 gnc_account_sel_set_account( ldd->repPrincToGAS, ldd->ld.repPriAcct, FALSE );
1355 gnc_account_sel_set_account( ldd->repIntToGAS, ldd->ld.repIntAcct, FALSE );
1356
1357 g_signal_handlers_block_by_func( ldd->repGncFreq,
1358 (gpointer) loan_rep_page_valid_cb, ldd );
1359 gnc_frequency_setup_recurrence(ldd->repGncFreq, ldd->ld.repayment_schedule,
1360 ldd->ld.repStartDate);
1361 date_changed_handler_id = g_signal_connect (ldd->repGncFreq, "changed",
1362 G_CALLBACK (update_repayment_formula_cb), ldd);
1363 g_signal_handlers_unblock_by_func( ldd->repGncFreq,
1364 (gpointer) loan_rep_page_valid_cb, ldd );
1365
1366 /* Find the first enabled option */
1367 {
1368 int i;
1369 for ( i = 0; // we can always start at 0, here.
1370 (i < ldd->ld.repayOptCount)
1371 && !ldd->ld.repayOpts[i]->enabled;
1372 i++ )
1373 ;
1374 if ( i < ldd->ld.repayOptCount )
1375 ldd->currentIdx = i;
1376 else
1377 ldd->currentIdx = -1;
1378 }
1379}
1380
1381
1382void
1383loan_rep_page_valid_cb (GtkWidget *widget, gpointer user_data )
1384{
1385 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1386 GtkAssistant *assistant = GTK_ASSISTANT(ldd->window);
1387 gint num = gtk_assistant_get_current_page (assistant);
1388 GtkWidget *page = gtk_assistant_get_nth_page (assistant, num);
1389
1390 gtk_assistant_set_page_complete (assistant, page,
1391 loan_rep_page_complete (assistant, ldd));
1392}
1393
1394
1395static
1396gboolean
1397loan_rep_page_complete( GtkAssistant *assistant, gpointer user_data )
1398{
1399 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1400
1401 ldd->ld.repFromAcct =
1402 gnc_account_sel_get_account( ldd->repAssetsFromGAS );
1403 /* Test for valid Account */
1404 if ( ldd->ld.repFromAcct == NULL )
1405 return FALSE;
1406
1407 ldd->ld.repPriAcct =
1408 gnc_account_sel_get_account( ldd->repPrincToGAS );
1409 /* Test for valid Account */
1410 if ( ldd->ld.repPriAcct == NULL )
1411 return FALSE;
1412
1413 ldd->ld.repIntAcct =
1414 gnc_account_sel_get_account( ldd->repIntToGAS );
1415 /* Test for valid Account */
1416 if ( ldd->ld.repIntAcct == NULL )
1417 return FALSE;
1418
1419 return TRUE;
1420}
1421
1422
1423static
1424void
1425loan_rep_page_save( GtkAssistant *assistant, gpointer user_data )
1426{
1427 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1428
1429 if ( ldd->ld.repMemo )
1430 g_free( ldd->ld.repMemo );
1431 ldd->ld.repMemo =
1432 gtk_editable_get_chars( GTK_EDITABLE(ldd->repTxnName), 0, -1 );
1433
1434
1435 ldd->ld.repAmount = gtk_entry_get_text(ldd->repAmtEntry);
1436
1437 ldd->ld.repFromAcct =
1438 gnc_account_sel_get_account( ldd->repAssetsFromGAS );
1439
1440 ldd->ld.repPriAcct =
1441 gnc_account_sel_get_account( ldd->repPrincToGAS );
1442
1443 ldd->ld.repIntAcct =
1444 gnc_account_sel_get_account( ldd->repIntToGAS );
1445}
1446
1447/************************************************************************/
1448
1449static
1450void
1451loan_pay_prep( GtkAssistant *assistant, gpointer user_data )
1452{
1453 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1454 RepayOptData *rod;
1455 GString *str;
1456
1457
1458 gint num = gtk_assistant_get_current_page (assistant);
1459 GtkWidget *page = gtk_assistant_get_nth_page (assistant, num);
1460
1461 /* Save Previous Page (Repayment) */
1462 loan_rep_page_save(assistant, ldd);
1463
1464 /* Step over page if no options enabled */
1465 if (ldd->currentIdx == -1 )
1466 {
1467 gtk_assistant_set_current_page (assistant, num + 1);
1468 }
1469 else
1470 {
1471 g_assert( ldd->currentIdx >= 0 );
1472 g_assert( ldd->currentIdx <= ldd->ld.repayOptCount );
1473
1474 rod = ldd->ld.repayOpts[ldd->currentIdx];
1475 str = g_string_sized_new( 32 );
1476 /* Translators: %s is "Taxes", or "Insurance", or similar */
1477 g_string_printf( str, _("Loan Repayment Option: \"%s\""), rod->name );
1478 gtk_assistant_set_page_title (assistant, page, str->str );
1479
1480 /* copy in the relevant data from the currently-indexed option. */
1481 gtk_entry_set_text( ldd->payTxnName, rod->txnMemo );
1482 g_string_printf( str, "%0.2f", rod->amount );
1483 gtk_entry_set_text( ldd->payAmtEntry, str->str );
1484
1485 gtk_widget_set_sensitive( GTK_WIDGET(ldd->payUseEscrow),
1486 (ldd->ld.escrowAcct != NULL) );
1487
1488 {
1489 g_signal_handlers_block_by_func( ldd->payUseEscrow,
1490 (gpointer) loan_pay_use_esc_toggle_cb,
1491 ldd );
1492
1493 loan_pay_use_esc_setup( ldd,
1494 (ldd->ld.escrowAcct != NULL)
1495 && rod->throughEscrowP );
1496 gtk_toggle_button_set_active( GTK_TOGGLE_BUTTON(ldd->payUseEscrow),
1497 (rod->throughEscrowP
1498 && ldd->ld.escrowAcct != NULL) );
1499
1500 g_signal_handlers_unblock_by_func( ldd->payUseEscrow,
1501 (gpointer) loan_pay_use_esc_toggle_cb,
1502 ldd );
1503 }
1504
1505 {
1506 g_signal_handlers_block_by_func( ldd->paySpecSrcAcct,
1507 (gpointer) loan_pay_spec_src_toggle_cb,
1508 ldd );
1509 loan_pay_spec_src_setup( ldd, rod->specSrcAcctP );
1510 gtk_toggle_button_set_active( GTK_TOGGLE_BUTTON(ldd->paySpecSrcAcct),
1511 rod->specSrcAcctP );
1512
1513 g_signal_handlers_unblock_by_func( ldd->paySpecSrcAcct,
1514 (gpointer) loan_pay_spec_src_toggle_cb,
1515 ldd );
1516 }
1517
1518 g_signal_handlers_block_by_func(ldd->payAcctToGAS,
1519 (gpointer) loan_pay_page_valid_cb, ldd );
1520 gnc_account_sel_set_account( ldd->payAcctToGAS, rod->to, FALSE );
1521 g_signal_handlers_unblock_by_func(ldd->payAcctToGAS,
1522 (gpointer) loan_pay_page_valid_cb, ldd );
1523
1524
1525 g_signal_handlers_block_by_func(ldd->payTxnFreqUniqRb,
1526 (gpointer) loan_pay_freq_toggle_cb, ldd );
1527 gtk_toggle_button_set_active( GTK_TOGGLE_BUTTON(ldd->payTxnFreqPartRb), !rod->FreqUniq );
1528 gtk_toggle_button_set_active( GTK_TOGGLE_BUTTON(ldd->payTxnFreqUniqRb), rod->FreqUniq );
1529 g_signal_handlers_unblock_by_func(ldd->payTxnFreqUniqRb,
1530 (gpointer) loan_pay_freq_toggle_cb, ldd );
1531
1532 gtk_widget_set_sensitive( GTK_WIDGET(ldd->payFreqHBox), rod->FreqUniq );
1533
1534 if ( rod->FreqUniq )
1535 {
1536 g_signal_handlers_disconnect_by_func( ldd->payGncFreq,
1537 (gpointer) loan_pay_page_valid_cb, ldd );
1538 gtk_container_remove( GTK_CONTAINER(ldd->payFreqHBox), GTK_WIDGET(ldd->payGncFreq) );
1539 ldd->payGncFreq = NULL;
1540 ldd->payGncFreq = GNC_FREQUENCY(gnc_frequency_new_from_recurrence( rod->schedule, rod->startDate ));
1541 gtk_container_add( GTK_CONTAINER(ldd->payFreqHBox), GTK_WIDGET(ldd->payGncFreq) );
1542 g_signal_connect (ldd->payGncFreq, "changed",
1543 G_CALLBACK (loan_pay_page_valid_cb), ldd);
1544 }
1545 g_string_free( str, TRUE );
1546 loan_pay_page_valid_cb(GTK_WIDGET(ldd->window), ldd);
1547 }
1548}
1549
1550
1551void
1552loan_pay_page_valid_cb (GtkWidget *widget, gpointer user_data )
1553{
1554 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1555 GtkAssistant *assistant = GTK_ASSISTANT(ldd->window);
1556 gint num = gtk_assistant_get_current_page (assistant);
1557 GtkWidget *page = gtk_assistant_get_nth_page (assistant, num);
1558
1559 gtk_assistant_set_page_complete (assistant, page,
1560 ( loan_pay_complete (assistant, ldd) &&
1561 loan_pay_all_opt_valid (assistant, ldd )));
1562}
1563
1564
1565static
1566void
1567loan_pay_use_esc_setup( LoanAssistantData *ldd, gboolean newState )
1568{
1569 gtk_widget_set_sensitive( GTK_WIDGET(ldd->payEscToLabel), newState );
1570 gtk_widget_set_sensitive( GTK_WIDGET(ldd->payEscFromLabel), newState );
1571 if ( newState )
1572 {
1573 g_signal_handlers_block_by_func( ldd->payAcctEscToGAS,
1574 (gpointer) loan_pay_page_valid_cb, ldd );
1575 g_signal_handlers_block_by_func( ldd->payAcctEscFromGAS,
1576 (gpointer) loan_pay_page_valid_cb, ldd );
1577 gnc_account_sel_set_account( ldd->payAcctEscToGAS, ldd->ld.escrowAcct, FALSE );
1578 gnc_account_sel_set_account( ldd->payAcctEscFromGAS, ldd->ld.escrowAcct, FALSE );
1579 g_signal_handlers_unblock_by_func( ldd->payAcctEscToGAS,
1580 (gpointer) loan_pay_page_valid_cb, ldd );
1581 g_signal_handlers_unblock_by_func( ldd->payAcctEscFromGAS,
1582 (gpointer) loan_pay_page_valid_cb, ldd );
1583 }
1584}
1585
1586
1587static
1588void
1589loan_pay_use_esc_toggle_cb( GtkToggleButton *tb, gpointer user_data )
1590{
1591 gboolean newState;
1592 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1593
1594 newState = gtk_toggle_button_get_active( tb );
1595 loan_pay_use_esc_setup( ldd, newState );
1596}
1597
1598
1599static
1600void
1601loan_pay_spec_src_setup( LoanAssistantData *ldd, gboolean newState )
1602{
1603 gtk_widget_set_sensitive( GTK_WIDGET(ldd->payAcctFromLabel), newState );
1604 gtk_widget_set_sensitive( GTK_WIDGET(ldd->payAcctFromGAS), newState );
1605 if ( newState )
1606 {
1607 g_signal_handlers_block_by_func( ldd->payAcctFromGAS,
1608 (gpointer) loan_pay_page_valid_cb, ldd );
1609 gnc_account_sel_set_account( ldd->payAcctFromGAS, ldd->ld.repayOpts[ldd->currentIdx]->from, FALSE );
1610 g_signal_handlers_unblock_by_func( ldd->payAcctFromGAS,
1611 (gpointer) loan_pay_page_valid_cb, ldd );
1612 }
1613 else
1614 {
1615 g_signal_handlers_block_by_func( ldd->payAcctFromGAS,
1616 (gpointer) loan_pay_page_valid_cb, ldd );
1617 gnc_account_sel_set_account( ldd->payAcctFromGAS, NULL, FALSE );
1618 ldd->ld.repayOpts[ldd->currentIdx]->from = NULL;
1619 g_signal_handlers_unblock_by_func( ldd->payAcctFromGAS,
1620 (gpointer) loan_pay_page_valid_cb, ldd );
1621 }
1622}
1623
1624
1625static
1626void
1627loan_pay_spec_src_toggle_cb( GtkToggleButton *tb, gpointer user_data )
1628{
1629 gboolean newState;
1630 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1631
1632 newState = gtk_toggle_button_get_active( tb );
1633 loan_pay_spec_src_setup( ldd, newState );
1634}
1635
1636
1637static
1638void
1639loan_pay_freq_toggle_cb( GtkToggleButton *tb, gpointer user_data )
1640{
1641 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1642 RepayOptData *rod;
1643
1644 g_assert( ldd->currentIdx >= 0 );
1645 g_assert( ldd->currentIdx <= ldd->ld.repayOptCount );
1646
1647 rod = ldd->ld.repayOpts[ldd->currentIdx];
1648
1649 rod->FreqUniq = gtk_toggle_button_get_active( GTK_TOGGLE_BUTTON(ldd->payTxnFreqUniqRb) );
1650 gtk_widget_set_sensitive( GTK_WIDGET(ldd->payFreqHBox), rod->FreqUniq );
1651
1652 if ( rod->FreqUniq )
1653 {
1654 if ( rod->schedule == NULL )
1655 {
1656 Recurrence *r = g_new0(Recurrence, 1);
1657
1658 recurrenceSet(r, 1, PERIOD_MONTH, ldd->ld.startDate, WEEKEND_ADJ_NONE);
1659 rod->schedule = g_list_append(rod->schedule, r);
1660 }
1661 if ( rod->startDate == NULL )
1662 {
1663 rod->startDate = g_date_new();
1664 *rod->startDate = *ldd->ld.startDate;
1665 }
1666 g_signal_handlers_block_by_func( ldd->payGncFreq,
1667 (gpointer) loan_pay_page_valid_cb, ldd );
1668 gnc_frequency_setup_recurrence(ldd->payGncFreq, rod->schedule, rod->startDate);
1669 g_signal_handlers_unblock_by_func( ldd->payGncFreq,
1670 (gpointer) loan_pay_page_valid_cb, ldd );
1671 }
1672 else
1673 {
1674 if (rod->schedule)
1675 {
1676 recurrenceListFree(&rod->schedule);
1677 }
1678 if ( rod->startDate )
1679 {
1680 g_date_free( rod->startDate );
1681 rod->startDate = NULL;
1682 }
1683 }
1684}
1685
1686
1687static
1688void
1689loan_pay_next_button_cb( GtkButton *button, gpointer user_data )
1690{
1691 int i;
1692 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1693
1694 /* save current data */
1695 if ( loan_pay_complete ( GTK_ASSISTANT(ldd->window), user_data ) != FALSE )
1696 {
1697 /* Go through opts list and select next enabled option. */
1698 for ( i = ldd->currentIdx + 1;
1699 (i < ldd->ld.repayOptCount)
1700 && !ldd->ld.repayOpts[i]->enabled; i++ )
1701 ;
1702 if ( i < ldd->ld.repayOptCount )
1703 {
1704 ldd->currentIdx = i;
1705 loan_pay_prep( GTK_ASSISTANT(ldd->window), user_data );
1706 }
1707 }
1708}
1709
1710
1711static
1712void
1713loan_pay_back_button_cb( GtkButton *button, gpointer user_data )
1714{
1715 int i;
1716 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1717
1718 /* save current data */
1719 if ( loan_pay_complete ( GTK_ASSISTANT(ldd->window), user_data ) != FALSE)
1720 {
1721 /* go back through opts list and select next enabled options. */
1722 for ( i = ldd->currentIdx - 1;
1723 (i > -1) && !ldd->ld.repayOpts[i]->enabled;
1724 i-- )
1725 ;
1726 if ( i >= 0 )
1727 {
1728 ldd->currentIdx = i;
1729 loan_pay_prep( GTK_ASSISTANT(ldd->window), user_data );
1730 }
1731 }
1732}
1733
1734
1735static
1736gboolean
1737loan_pay_all_opt_valid ( GtkAssistant *assistant, gpointer user_data )
1738{
1739 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1740 int i;
1741 gboolean all_valid;
1742 all_valid = FALSE;
1743
1744 /* Go through all option pages checking for valid enabled pages */
1745 for ( i = 0; (i < ldd->ld.repayOptCount); i++ )
1746 {
1747 if (ldd->ld.repayOpts[i]->enabled)
1748 {
1749 if (ldd->ld.repayOpts[i]->optValid)
1750 all_valid = TRUE;
1751 else
1752 all_valid = FALSE;
1753 }
1754 }
1755 return all_valid;
1756}
1757
1758
1759static
1760gboolean
1761loan_pay_complete( GtkAssistant *assistant, gpointer user_data )
1762{
1763 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1764 RepayOptData *rod;
1765
1766 g_assert( ldd->currentIdx >= 0 );
1767 g_assert( ldd->currentIdx <= ldd->ld.repayOptCount );
1768 rod = ldd->ld.repayOpts[ ldd->currentIdx ];
1769
1770 if ( rod->txnMemo != NULL )
1771 {
1772 g_free( rod->txnMemo );
1773 }
1774 rod->txnMemo = g_strdup (gtk_entry_get_text (GTK_ENTRY(ldd->payTxnName)));
1775 rod->amount = (float)strtod (gtk_entry_get_text (GTK_ENTRY(ldd->payAmtEntry)), NULL);
1776
1777 rod->specSrcAcctP =
1778 gtk_toggle_button_get_active(
1779 GTK_TOGGLE_BUTTON(ldd->paySpecSrcAcct) );
1780
1781 /* Test for Valid From Account */
1782 if ( rod->specSrcAcctP )
1783 {
1784 rod->from = gnc_account_sel_get_account( ldd->payAcctFromGAS );
1785 if ( rod->from == NULL )
1786 return FALSE;
1787 }
1788
1789 /* Test for Valid To Account */
1790 rod->to = gnc_account_sel_get_account( ldd->payAcctToGAS );
1791 if ( rod->to == NULL )
1792 return FALSE;
1793
1794 /* Set Page Valid */
1795 rod->optValid = TRUE;
1796
1797 /* If Uniq Freq, then save to recurrence */
1798 if ( rod->FreqUniq )
1799 {
1800 if ( rod->startDate == NULL )
1801 {
1802 rod->startDate = g_date_new();
1803 }
1804 recurrenceListFree(&rod->schedule);
1805 gnc_frequency_save_to_recurrence(ldd->payGncFreq, &rod->schedule, rod->startDate);
1806
1807 if (! rod->schedule )
1808 {
1809 return FALSE;
1810 }
1811 }
1812 return TRUE;
1813}
1814
1815/************************************************************************/
1816
1817static
1818void
1819loan_rev_prep( GtkAssistant *assistant, gpointer user_data )
1820{
1821 /* 3, here, does not include the Date column. */
1822 static const int BASE_COLS = 3;
1823 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1824 GtkListStore *store;
1825 GtkCellRenderer *renderer;
1826 GtkTreeViewColumn *column;
1827 GType *types;
1828 int i;
1829 int col = 1;
1830
1831 /* Make sure we saved last Payment Option */
1832 if (ldd->currentIdx != -1)
1833 loan_pay_complete(assistant, ldd);
1834
1835 /* Cleanup old view */
1836 if ( ldd->revView != NULL )
1837 {
1838 gtk_widget_destroy( GTK_WIDGET(ldd->revView) );
1839 ldd->revView = NULL;
1840 }
1841
1842 ldd->ld.revNumPmts = BASE_COLS;
1843 /* Get the correct number of repayment columns. */
1844 for ( i = 0; i < ldd->ld.repayOptCount; i++ )
1845 {
1846 ldd->ld.revRepayOptToColMap[i] = -1;
1847 if ( ! ldd->ld.repayOpts[i]->enabled )
1848 {
1849 continue;
1850 }
1851 /* not '+1' = there is no date column to be accounted for in
1852 * the mapping. */
1853 ldd->ld.revRepayOptToColMap[i] = ldd->ld.revNumPmts;
1854 ldd->ld.revNumPmts += 1;
1855 }
1856 /* '+1' for leading date col */
1857 types = g_new( GType, ldd->ld.revNumPmts + 1 );
1858 for ( i = 0; i < ldd->ld.revNumPmts + 1; i++ )
1859 types[i] = G_TYPE_STRING;
1860 store = gtk_list_store_newv(ldd->ld.revNumPmts + 1, types);
1861 g_free(types);
1862
1863 ldd->revView = GTK_TREE_VIEW(
1864 gtk_tree_view_new_with_model( GTK_TREE_MODEL(store) ));
1865 g_object_unref(store);
1866
1867 // Set grid lines option to preference
1868 gtk_tree_view_set_grid_lines (GTK_TREE_VIEW(ldd->revView), gnc_tree_view_get_grid_lines_pref ());
1869
1870 renderer = gtk_cell_renderer_text_new();
1871 column = gtk_tree_view_column_new_with_attributes(_("Date"), renderer,
1872 "text", LOAN_COL_DATE,
1873 nullptr);
1874 gtk_tree_view_append_column(ldd->revView, column);
1875
1876 renderer = gtk_cell_renderer_text_new();
1877 column = gtk_tree_view_column_new_with_attributes(_("Payment"), renderer,
1878 "text", LOAN_COL_PAYMENT,
1879 nullptr);
1880 gtk_tree_view_append_column(ldd->revView, column);
1881
1882 renderer = gtk_cell_renderer_text_new();
1883 column = gtk_tree_view_column_new_with_attributes(_("Principal"), renderer,
1884 "text", LOAN_COL_PRINCIPAL,
1885 nullptr);
1886 gtk_tree_view_append_column(ldd->revView, column);
1887
1888 renderer = gtk_cell_renderer_text_new();
1889 column = gtk_tree_view_column_new_with_attributes(_("Interest"), renderer,
1890 "text", LOAN_COL_INTEREST,
1891 nullptr);
1892 gtk_tree_view_append_column(ldd->revView, column);
1893
1894 /* move the appropriate names over into the title array */
1895 {
1896 for ( i = 0; i < ldd->ld.repayOptCount; i++ )
1897 {
1898 if ( ldd->ld.revRepayOptToColMap[i] == -1 )
1899 {
1900 continue;
1901 }
1902 renderer = gtk_cell_renderer_text_new();
1903 column = gtk_tree_view_column_new_with_attributes
1904 (ldd->ld.repayOpts[i]->name, renderer,
1905 "text", LOAN_COL_INTEREST + col,
1906 nullptr);
1907 gtk_tree_view_append_column(ldd->revView, column);
1908 col++;
1909 }
1910 }
1911
1912 gtk_container_add( GTK_CONTAINER(ldd->revScrollWin),
1913 GTK_WIDGET(ldd->revView) );
1914 gtk_widget_show( GTK_WIDGET(ldd->revView) );
1915
1916 loan_rev_recalc_schedule( ldd );
1917
1918 {
1919 GDate start, end;
1920 g_date_clear( &start, 1 );
1921 g_date_clear( &end, 1 );
1922 loan_rev_get_dates( ldd, &start, &end );
1923 loan_rev_update_view( ldd, &start, &end );
1924 }
1925}
1926
1927
1928static
1929void
1930loan_rev_range_opt_changed_cb( GtkComboBox *combo, gpointer user_data )
1931{
1932 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1933 int opt;
1934
1935 opt = gtk_combo_box_get_active( ldd->revRangeOpt );
1936 gtk_widget_set_sensitive( GTK_WIDGET(ldd->revDateFrame),
1937 (opt == CUSTOM) );
1938 {
1939 GDate start, end;
1940 g_date_clear( &start, 1 );
1941 g_date_clear( &end, 1 );
1942 loan_rev_get_dates( ldd, &start, &end );
1943 loan_rev_update_view( ldd, &start, &end );
1944 }
1945}
1946
1947
1948static
1949void
1950loan_rev_range_changed_cb( GNCDateEdit *gde, gpointer user_data )
1951{
1952 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
1953 {
1954 GDate start, end;
1955 g_date_clear( &start, 1 );
1956 g_date_clear( &end, 1 );
1957 loan_rev_get_dates( ldd, &start, &end );
1958 loan_rev_update_view( ldd, &start, &end );
1959 }
1960}
1961
1962
1963static
1964void
1965loan_rev_get_loan_range( LoanAssistantData *ldd, GDate *start, GDate *end )
1966{
1967 int monthsTotal;
1968 struct tm *endDateMath;
1969
1970 *start = *ldd->ld.startDate;
1971
1972 endDateMath = g_new0( struct tm, 1 );
1973 g_date_to_struct_tm (ldd->ld.startDate, endDateMath);
1974 monthsTotal = ( ldd->ld.numPer
1975 * ( ldd->ld.perSize == GNC_MONTHS ? 1 : 12 ) );
1976 endDateMath->tm_mon += monthsTotal;
1977 gnc_gdate_set_time64 (end, gnc_mktime (endDateMath));
1978 g_date_subtract_days( end, 1 );
1979 g_free (endDateMath);
1980}
1981
1982
1983static
1984void
1985loan_rev_get_dates( LoanAssistantData *ldd, GDate *start, GDate *end )
1986{
1987 int range = gtk_combo_box_get_active( ldd->revRangeOpt );
1988 switch ( range )
1989 {
1990 case CURRENT_YEAR:
1991 gnc_gdate_set_time64( start, gnc_time (NULL) );
1992 g_date_set_dmy( start, 1, G_DATE_JANUARY, g_date_get_year( start ) );
1993 g_date_set_dmy( end, 31, G_DATE_DECEMBER, g_date_get_year( start ) );
1994 break;
1995 case NOW_PLUS_ONE:
1996 gnc_gdate_set_time64( start, gnc_time (NULL) );
1997 *end = *start;
1998 g_date_add_years( end, 1 );
1999 break;
2000 case WHOLE_LOAN:
2001 loan_rev_get_loan_range( ldd, start, end );
2002 break;
2003 case CUSTOM:
2004 gnc_gdate_set_time64( start,
2005 gnc_date_edit_get_date( ldd->revStartDate ) );
2006 gnc_gdate_set_time64( end,
2007 gnc_date_edit_get_date( ldd->revEndDate ) );
2008 break;
2009 default:
2010 PERR( "Unknown review date range option %d", range );
2011 break;
2012 }
2013
2014}
2015
2016
2017static
2018void
2019loan_rev_sched_list_free( gpointer data, gpointer user_data )
2020{
2021 RevRepaymentRow *rrr = (RevRepaymentRow*)data;
2022 g_free( rrr->numCells );
2023 g_free( rrr );
2024}
2025
2026
2027static
2028void
2029loan_rev_hash_to_list( gpointer key, gpointer val, gpointer user_data )
2030{
2031 GList **l = (GList**)user_data;
2032 RevRepaymentRow *rrr;
2033 if ( !key || !val )
2034 {
2035 DEBUG( "%.8x, %.8x",
2036 GPOINTER_TO_UINT(key),
2037 GPOINTER_TO_UINT(val));
2038 return;
2039 }
2040 rrr = g_new0( RevRepaymentRow, 1 );
2041 rrr->date = *(GDate*)key;
2042 rrr->numCells = (gnc_numeric*)val;
2043 *l = g_list_append( *l, (gpointer)rrr );
2044}
2045
2046
2047static
2048void
2049loan_rev_hash_free_date_keys( gpointer key, gpointer val, gpointer user_data )
2050{
2051 g_free( (GDate*)key );
2052}
2053
2054
2055static
2056void
2057loan_rev_recalc_schedule( LoanAssistantData *ldd )
2058{
2059 GDate start, end;
2060 gnc_numeric *rowNumData;
2061 GHashTable *repayment_schedule;
2062
2063 g_date_clear( &start, 1 );
2064 g_date_clear( &end, 1 );
2065 loan_rev_get_loan_range( ldd, &start, &end );
2066
2067 /* The repayment_schedule is a hash of GDates to
2068 * row-of-gnc_numeric[N] data, where N is the number of columns as
2069 * determined by the _prep function, and stored in
2070 * LoanData::revNumPmts. */
2071 repayment_schedule = g_hash_table_new(gnc_gdate_hash, gnc_gdate_equal);
2072
2073 /* Do the master repayment */
2074 {
2075 GDate curDate, nextDate;
2076 int i;
2077 GHashTable *ivar;
2078
2079 auto pmtFormula = loan_get_pmt_formula(ldd);
2080 auto ppmtFormula = loan_get_ppmt_formula(ldd);
2081 auto ipmtFormula = loan_get_ipmt_formula(ldd);
2082
2083 ivar = g_hash_table_new( g_str_hash, g_str_equal );
2084 g_date_clear( &curDate, 1 );
2085 curDate = start;
2086 g_date_subtract_days( &curDate, 1 );
2087 g_date_clear(&nextDate, 1);
2088 recurrenceListNextInstance(ldd->ld.repayment_schedule, &curDate, &nextDate);
2089 for ( i = 1;
2090 g_date_valid( &nextDate )
2091 && g_date_compare( &nextDate, &end ) <= 0 ;
2092 i++,
2093 curDate = nextDate,
2094 recurrenceListNextInstance(ldd->ld.repayment_schedule,
2095 &curDate, &nextDate))
2096 {
2097 gnc_numeric ival;
2098 gnc_numeric val;
2099 char *eloc;
2100 rowNumData =
2101 (gnc_numeric*)g_hash_table_lookup( repayment_schedule,
2102 &nextDate );
2103 if ( rowNumData == NULL)
2104 {
2105 int j;
2106 GDate *dateKeyCopy = g_date_new();
2107
2108 *dateKeyCopy = nextDate;
2109 rowNumData = g_new0( gnc_numeric, ldd->ld.revNumPmts );
2110 g_assert( rowNumData != NULL );
2111 for ( j = 0; j < ldd->ld.revNumPmts; j++ )
2112 {
2113 rowNumData[j] = gnc_numeric_error( GNC_ERROR_ARG );
2114 }
2115 g_hash_table_insert( repayment_schedule,
2116 (gpointer)dateKeyCopy,
2117 (gpointer)rowNumData );
2118 }
2119
2120 /* evaluate the expressions given the correct
2121 * sequence number i */
2122 ival = gnc_numeric_create( i, 1 );
2123 g_hash_table_insert( ivar, (gpointer) "i", &ival );
2124
2125 if ( ! gnc_exp_parser_parse_separate_vars(
2126 pmtFormula.c_str(), &val, &eloc, ivar ) )
2127 {
2128 PERR( "pmt Parsing error at %s", eloc );
2129 continue;
2130 }
2131 val = gnc_numeric_convert( val, 100, GNC_HOW_RND_ROUND_HALF_UP );
2132 rowNumData[0] = val;
2133
2134 if ( ! gnc_exp_parser_parse_separate_vars(
2135 ppmtFormula.c_str(), &val, &eloc, ivar ) )
2136 {
2137 PERR( "ppmt Parsing error at %s", eloc );
2138 continue;
2139 }
2140 val = gnc_numeric_convert( val, 100, GNC_HOW_RND_ROUND_HALF_UP );
2141 rowNumData[1] = val;
2142
2143 if ( ! gnc_exp_parser_parse_separate_vars(
2144 ipmtFormula.c_str(), &val, &eloc, ivar ) )
2145 {
2146 PERR( "ipmt Parsing error at %s", eloc );
2147 continue;
2148 }
2149 val = gnc_numeric_convert( val, 100, GNC_HOW_RND_ROUND_HALF_UP );
2150 rowNumData[2] = val;
2151 }
2152
2153 g_hash_table_destroy( ivar );
2154 }
2155
2156 /* Process any other enabled payments. */
2157 {
2158 int i;
2159 GDate curDate, nextDate;
2160 GList *schedule;
2161
2162 for ( i = 0; i < ldd->ld.repayOptCount; i++ )
2163 {
2164 if ( ! ldd->ld.repayOpts[i]->enabled )
2165 continue;
2166
2167 schedule
2168 = ( ldd->ld.repayOpts[i]->schedule != NULL
2169 ? ldd->ld.repayOpts[i]->schedule
2170 : ldd->ld.repayment_schedule );
2171
2172 g_date_clear( &curDate, 1 );
2173 curDate = start;
2174 g_date_subtract_days( &curDate, 1 );
2175 g_date_clear(&nextDate, 1);
2176 recurrenceListNextInstance(schedule, &curDate, &nextDate );
2177 for ( ; g_date_valid( &nextDate )
2178 && g_date_compare( &nextDate, &end ) <= 0;
2179 curDate = nextDate,
2180 recurrenceListNextInstance(
2181 schedule, &curDate, &nextDate ) )
2182 {
2183 gint gncn_how =
2184 GNC_HOW_DENOM_SIGFIGS(2)
2185 | GNC_HOW_RND_ROUND_HALF_UP;
2186 gnc_numeric val;
2187 rowNumData = (gnc_numeric*)g_hash_table_lookup( repayment_schedule,
2188 &nextDate );
2189 if ( rowNumData == NULL )
2190 {
2191 int j;
2192 GDate *dateKeyCopy = g_date_new();
2193
2194 *dateKeyCopy = nextDate;
2195 rowNumData = g_new0( gnc_numeric, ldd->ld.revNumPmts );
2196 g_assert( rowNumData != NULL );
2197 for ( j = 0; j < ldd->ld.revNumPmts; j++ )
2198 {
2199 rowNumData[j] = gnc_numeric_error( GNC_ERROR_ARG );
2200 }
2201 g_hash_table_insert( repayment_schedule,
2202 (gpointer)dateKeyCopy,
2203 (gpointer)rowNumData );
2204 }
2205
2206 val = double_to_gnc_numeric( (double)ldd->ld
2207 .repayOpts[i]
2208 ->amount,
2209 100, gncn_how );
2210 rowNumData[ ldd->ld.revRepayOptToColMap[i] ]
2211 = val;
2212 }
2213 }
2214 }
2215
2216 /* Convert the GHashTable into a sorted GList in the LoanData */
2217 {
2218 if ( ldd->ld.revSchedule != NULL )
2219 {
2220 g_list_foreach( ldd->ld.revSchedule,
2221 loan_rev_sched_list_free,
2222 NULL );
2223 g_list_free( ldd->ld.revSchedule );
2224 ldd->ld.revSchedule = NULL;
2225 }
2226 g_hash_table_foreach( repayment_schedule, loan_rev_hash_to_list,
2227 &ldd->ld.revSchedule );
2228 g_hash_table_foreach( repayment_schedule, loan_rev_hash_free_date_keys,
2229 NULL );
2230 g_hash_table_destroy( repayment_schedule );
2231 ldd->ld.revSchedule =
2232 g_list_sort( ldd->ld.revSchedule, (GCompareFunc)g_date_compare );
2233 }
2234}
2235
2236
2237static
2238void
2239loan_rev_update_view( LoanAssistantData *ldd, GDate *start, GDate *end )
2240{
2241 static const gchar *NO_AMT_CELL_TEXT = " ";
2242 GList *l;
2243 GNCPrintAmountInfo pai;
2244 GtkListStore *store;
2245 GtkTreeIter iter;
2246
2247 pai = gnc_default_price_print_info(NULL);
2248 pai.min_decimal_places = 2;
2249
2250 store = GTK_LIST_STORE(gtk_tree_view_get_model( ldd->revView ));
2251
2252 gtk_list_store_clear( store );
2253
2254 for ( l = ldd->ld.revSchedule; l != NULL; l = l->next )
2255 {
2256 int i;
2257 gchar tmpBuf[50];
2258 RevRepaymentRow *rrr = (RevRepaymentRow*)l->data;
2259
2260 if ( g_date_compare( &rrr->date, start ) < 0 )
2261 continue;
2262 if ( g_date_compare( &rrr->date, end ) > 0 )
2263 continue; /* though we can probably return, too. */
2264
2265 gtk_list_store_append(store, &iter);
2266
2267 qof_print_gdate( tmpBuf, MAX_DATE_LENGTH, &rrr->date );
2268 gtk_list_store_set( store, &iter, LOAN_COL_DATE, tmpBuf, -1 );
2269
2270 for ( i = 0; i < ldd->ld.revNumPmts; i++ )
2271 {
2272 int numPrinted;
2273 if ( gnc_numeric_check( rrr->numCells[i] )
2274 == GNC_ERROR_ARG )
2275 {
2276 /* '+1' for the date cell */
2277 gtk_list_store_set( store, &iter,
2278 i + 1, NO_AMT_CELL_TEXT,
2279 -1);
2280 continue;
2281 }
2282
2283 numPrinted = xaccSPrintAmount( tmpBuf, rrr->numCells[i], pai );
2284 g_assert( numPrinted < 50 );
2285 /* '+1' for the date cell */
2286 gtk_list_store_set( store, &iter,
2287 i + 1, tmpBuf,
2288 -1);
2289 }
2290
2291 }
2292}
2293
2294/************************* Worker functions *****************************/
2295
2296/* From https://bugs.gnucash.org/show_bug.cgi?id=799582#c0:
2297 * INPUTS
2298 * n = number of payments per year (pmt_periods)
2299 * i = stated annual interest rate
2300 * m = number of compounding periods per year (comp_periods)
2301 *
2302 * OUTPUT
2303 * r = effective interest rate per payment
2304 * r = { [ 1 + (i / m) ] ^ (m / n) } - 1
2305 */
2306
2307gfloat loan_apr_to_simple_formula (double rate, double pmt_periods, double comp_periods)
2308{
2309 /* float percent_to_frac; - redundant */
2310 gfloat simple_rate;
2311 /* percent_to_frac= compounding_periods/100; - redundant */
2312 simple_rate = pow(1 + (rate / comp_periods), comp_periods / pmt_periods) - 1;
2313 return (simple_rate);
2314}
2315
2316using boost::locale::conv::utf_to_utf;
2317
2318// Define a monetary facet template for printing monetary values
2319// with a custom precision <prec>
2320// This will be used to generate the loan formulas, which use 5 decimal places
2321// for the loan percentage and 2 decimal places for all other numbers.
2322
2323// Note this facet is wchar_t based: some locales have non-ascii thousands
2324// separators and these can't be handled by a char based moneypunct facet.
2325
2326template<int prec>
2327struct cust_prec_punct : std::moneypunct_byname<wchar_t, false> {
2328 cust_prec_punct(const char* name) : moneypunct_byname(name) {}
2329 int do_frac_digits() const { return prec; }
2330};
2331
2332// Convert a double to a string hardcoding <prec> decimal places
2333template<int prec>
2334std::string to_str_with_prec (const gdouble val)
2335{
2336#ifdef __MINGW32__
2337 NUMBERFMTW numfmt;
2338 LCID lcid = GetThreadLocale();
2339 DWORD numval;
2340
2341 numfmt.NumDigits = prec;
2342 GetLocaleInfoW(lcid, LOCALE_RETURN_NUMBER|LOCALE_ILZERO, (LPWSTR)&numval,
2343 sizeof(numval)/sizeof(wchar_t));
2344 numfmt.LeadingZero = numval;
2345 wchar_t grouping[10];
2346 GetLocaleInfoW(lcid, LOCALE_SGROUPING, grouping,
2347 sizeof(grouping)/sizeof(wchar_t));
2348 auto semi = wcschr(grouping, ';');
2349 *semi = 0;
2350 numfmt.Grouping = _wtoi(grouping);
2351 wchar_t decsep[4];
2352 GetLocaleInfoW(lcid, LOCALE_SDECIMAL, decsep,
2353 sizeof(decsep)/sizeof(wchar_t) );
2354 numfmt.lpDecimalSep = decsep;
2355 wchar_t thousep[4];
2356 GetLocaleInfoW(lcid, LOCALE_STHOUSAND, thousep,
2357 sizeof(thousep)/sizeof(wchar_t));
2358 numfmt.lpThousandSep = thousep;
2359 GetLocaleInfoW(lcid, LOCALE_RETURN_NUMBER|LOCALE_INEGNUMBER,
2360 (LPWSTR)&numval, sizeof(numval)/sizeof(wchar_t));
2361 numfmt.NegativeOrder = numval;
2362//Can't use std::to_wstring, it localizes with a C function.
2363 std::wstringstream valstr;
2364 valstr << val;
2365 int size = GetNumberFormatW(lcid, 0, valstr.str().c_str(),
2366 &numfmt, nullptr, 0);
2367 wchar_t* buf = static_cast<wchar_t*>(malloc(sizeof(wchar_t) * size));
2368 GetNumberFormatW(lcid, 0, valstr.str().c_str(), &numfmt, buf, size);
2369#pragma GCC diagnostic push
2370#pragma GCC diagnostic ignored "-Wdeprecated-declarations"
2371 std::wstring_convert<std::codecvt_utf8_utf16<wchar_t>, wchar_t> conv;
2372#pragma GCC diagnostic pop
2373 std::string result = conv.to_bytes(buf);
2374 free(buf);
2375 return result;
2376#else
2377 auto loc = std::locale(gnc_get_locale(), new cust_prec_punct<prec>(""));
2378 std::wstringstream valstr;
2379 valstr.imbue(loc);
2380 valstr << std::put_money(val * pow(10, prec));
2381 return utf_to_utf<char>(valstr.str());
2382#endif
2383}
2384
2385static std::tuple<double, double>
2386periods_per_year( LoanAssistantData *ldd)
2387{
2388 double ppy = 0.0, periods = 1.0;
2389 auto recurrences = ldd->ld.repayment_schedule;
2390 for (auto node = recurrences; node; node = g_list_next(node))
2391 {
2392 auto recurrence = static_cast<Recurrence*>(node->data);
2393 auto period_type = recurrenceGetPeriodType(recurrence);
2394 auto multiplier = recurrenceGetMultiplier(recurrence);
2395 if (multiplier < 1)
2396 multiplier = 1;
2397
2398 switch(period_type)
2399 {
2400 case PERIOD_YEAR:
2401 ppy += 1.0 / multiplier;
2402 break;
2403 case PERIOD_DAY:
2404 ppy = 365 / multiplier;
2405 break;
2406 case PERIOD_WEEK:
2407 ppy += 52.0 / multiplier;
2408 break;
2409 case PERIOD_MONTH:
2410 case PERIOD_END_OF_MONTH:
2411 case PERIOD_NTH_WEEKDAY:
2412 case PERIOD_LAST_WEEKDAY:
2413 ppy += 12.0 / multiplier;
2414 break;
2415 case PERIOD_ONCE:
2416 default:
2417 break;
2418 }
2419 }
2420
2421 auto months = (ldd->ld.numPer * (ldd->ld.perSize == GNC_MONTHS ? 1 : 12));
2422 if ((int)(months * ppy / 12) > 1)
2423 periods = (int)(months * ppy / 12) * 1.0;
2424
2425 return {ppy, periods};
2426}
2427
2428static std::string
2429loan_get_formula_internal( LoanAssistantData *ldd, const gchar *tpl )
2430{
2431 g_assert( ldd != NULL );
2432
2433 auto [ppy, periods] = periods_per_year(ldd);
2434 gdouble pass_thru_rate = ldd->ld.interestRate / 100.0;
2435 auto principal = gnc_numeric_to_double(ldd->ld.principal);
2436
2437 gdouble period_rate;
2438 auto rate_case = ldd->ld.rateType;
2439 switch (rate_case)
2440 {
2441 case GNC_IRATE_SIMPLE:
2442 period_rate = pass_thru_rate;
2443 break;
2444 case GNC_IRATE_APR_DAILY:
2445 period_rate = loan_apr_to_simple_formula (pass_thru_rate, ppy, 365);
2446 break;
2447 case GNC_IRATE_APR_WEEKLY:
2448 period_rate = loan_apr_to_simple_formula (pass_thru_rate, ppy, 52);
2449 break;
2450 case GNC_IRATE_APR_MONTHLY:
2451 period_rate = loan_apr_to_simple_formula (pass_thru_rate, ppy, 12);
2452 break;
2453 case GNC_IRATE_APR_QUARTERLY:
2454 period_rate = loan_apr_to_simple_formula (pass_thru_rate, ppy, 4);
2455 break;
2456 case GNC_IRATE_APR_SEMIANNUALLY:
2457 period_rate = loan_apr_to_simple_formula (pass_thru_rate, ppy, 2);
2458 break;
2459 case GNC_IRATE_APR_ANNUALLY:
2460 period_rate = loan_apr_to_simple_formula (pass_thru_rate, ppy, 1);
2461 break;
2462 default:
2463 period_rate = ldd->ld.interestRate / 100;
2464 break;
2465 }
2466 auto period_rate_str = to_str_with_prec<5> (period_rate);
2467 auto period_base_str = to_str_with_prec<2> (ppy);
2468 auto periods_str = to_str_with_prec<2> (periods);
2469 auto principal_str = to_str_with_prec<2> (principal);
2470
2471 // Using boost::locale::format here to merge a template
2472 // with plain strings. We can't use bl::format directly on the double
2473 // values as it will use numeric punctuation instead of monetary punctuation.
2474 // This is different in several locales (like nl_BE and ru_RU)
2475 // and our parsing function does expect monetary punctuation to work properly.
2476 // So instead of bl::format we could also have used boost::format.
2477 // However at the time of this writing that sublibrary is not yet a requirement
2478 // for gnucash. So I stuck with bl::format, which is.
2479 std::string formula;
2480 if (rate_case == GNC_IRATE_SIMPLE)
2481 formula = (bl::format (tpl) % period_rate_str %
2482 period_base_str % periods_str % principal_str).str();
2483 else
2484 formula = (bl::format (tpl) % period_rate_str % periods_str % principal_str).str();
2485 return formula;
2486}
2487
2488static std::string
2489loan_get_pmt_formula(LoanAssistantData *ldd)
2490{
2491 if (ldd->ld.rateType == GNC_IRATE_SIMPLE)
2492 return loan_get_formula_internal (ldd, "pmt( {1} / {2} : {3} : {4} : 0 : 0 )");
2493 else
2494 return loan_get_formula_internal (ldd, "pmt( {1} : {2} : {3} : 0 : 0 )");
2495}
2496
2497
2498static std::string
2499loan_get_ppmt_formula(LoanAssistantData *ldd)
2500{
2501 if (ldd->ld.rateType == GNC_IRATE_SIMPLE)
2502 return loan_get_formula_internal (ldd, "ppmt( {1} / {2} : i : {3} : {4} : 0 : 0 )");
2503 else
2504 return loan_get_formula_internal (ldd, "ppmt( {1} : i : {2} : {3} : 0 : 0 )");
2505}
2506
2507
2508static std::string
2509loan_get_ipmt_formula(LoanAssistantData *ldd)
2510{
2511 if (ldd->ld.rateType == GNC_IRATE_SIMPLE)
2512 return loan_get_formula_internal (ldd, "ipmt( {1} / {2} : i : {3} : {4} : 0 : 0 )");
2513 else
2514 return loan_get_formula_internal (ldd, "ipmt( {1} : i : {2} : {3} : 0 : 0 )");
2515}
2516
2517/******************* Scheduled Transaction Functions ********************/
2518
2519static int
2520ld_calc_sx_instance_num(GDate *start_date, GList *schedule)
2521{
2522 int instance_count;
2523 GDate next_date, today;
2524
2525 g_date_clear(&next_date, 1);
2526 g_date_clear(&today, 1);
2527 gnc_gdate_set_time64 (&today, gnc_time (NULL));
2528
2529 if (g_date_compare(start_date, &today) > 0)
2530 return 0;
2531
2532 instance_count = -1;
2533 do
2534 {
2535 instance_count++;
2536 recurrenceListNextInstance(schedule, start_date, &next_date);
2537 }
2538 while (g_date_compare(&next_date, &today) < 0);
2539
2540 return instance_count;
2541}
2542
2543
2544static
2545void
2546loan_tcSX_free( gpointer data, gpointer user_data )
2547{
2548 toCreateSX *tcSX = (toCreateSX*)data;
2549 g_free( tcSX->name );
2550 tcSX->mainTxn.~TTInfoPtr();
2551 tcSX->escrowTxn.~TTInfoPtr();
2552 g_free( tcSX );
2553}
2554
2555
2559static
2560void
2561loan_create_sx_from_tcSX( LoanAssistantData *ldd, toCreateSX *tcSX )
2562{
2563 SchedXaction *sx;
2564 SchedXactions *sxes;
2565 TTInfoVec ttxn_vec;
2566
2567 sx = xaccSchedXactionMalloc( gnc_get_current_book() );
2568 xaccSchedXactionSetName( sx, tcSX->name );
2569 gnc_sx_set_schedule(sx, tcSX->schedule);
2570 xaccSchedXactionSetStartDate( sx, &tcSX->start );
2571 xaccSchedXactionSetLastOccurDate( sx, &tcSX->last );
2572 xaccSchedXactionSetEndDate( sx, &tcSX->end );
2573 gnc_sx_set_instance_count( sx, tcSX->instNum );
2574
2575 if ( tcSX->mainTxn )
2576 ttxn_vec.push_back (tcSX->mainTxn);
2577 if ( tcSX->escrowTxn )
2578 ttxn_vec.push_back (tcSX->escrowTxn);
2579
2580 g_assert (!ttxn_vec.empty());
2581
2582 xaccSchedXactionSetTemplateTrans (sx, ttxn_vec, gnc_get_current_book());
2583
2584 sxes = gnc_book_get_schedxactions(gnc_get_current_book());
2585 gnc_sxes_add_sx(sxes, sx);
2586}
2587
2588
2589static TTSplitInfoPtr
2590find_account_from_template_splits (const TTInfoPtr& txn, const Account* account)
2591{
2592 auto& splits{txn->get_template_splits ()};
2593 auto has_acct = [account](auto ttinfo){ return ttinfo->get_account() == account; };
2594 auto it = std::find_if (splits.begin(), splits.end(), has_acct);
2595 return it == splits.end() ? nullptr : *it;
2596}
2597
2603static
2604void
2605ld_setup_repayment_sx( LoanAssistantData *ldd,
2606 RepayOptData *rod,
2607 toCreateSX *paymentSX,
2608 toCreateSX *tcSX )
2609{
2610 /* In DoubleEntryAccounting-ease, this is what we're going to do,
2611 * below...
2612 *
2613 * if ( rep->escrow ) {
2614 * if ( rep->from ) {
2615 * a: paymentSX.main.splits += split( rep->fromAcct, repAmt )
2616 * b: paymentSX.main.split( ldd->ld.escrowAcct ).debCred += repAmt
2617 * tcSX.escrow.split( rep->escrow ).debCred += repAmt
2618 * c1: tcSX.escrow.splits += split( rep->toAcct, +repAmt )
2619 * } else {
2620 * d: paymentSX.main.split( ldd->ld.repFromAcct ).debcred += -repAmt
2621 * b: paymentSX.main.split( ldd->ld.escrowAcct ).debCred += repAmt
2622 * tcSX.escrow.splits += split( rep->escrow, -repAmt )
2623 * c1: tcSX.escrow.splits += split( rep->toAcct, +repAmt )
2624 * }
2625 * } else {
2626 * if ( rep->from ) {
2627 * a: paymentSX.main.splits += split( rep->fromAcct, -repAmt )
2628 * c2: paymentSX.main.splits += split( rep->toAcct, +repAmt )
2629 * } else {
2630 * d: paymentSX.main.split( ldd->ld.payFromAcct ).debcred += -repAmt
2631 * c2: paymentSX.main.splits += split( rep->toAcct, +repAmt )
2632 * }
2633 * }
2634 */
2635
2636 /* Now, we refactor the common operations from the above out...
2637 *
2638 * fromSplit = NULL;
2639 * if ( rep->escrow ) {
2640 * b: paymentSX.main.split( ldd->ld.escrowAcct ).debCred += repAmt
2641 * c1: ( toTTI = tcSX.escrow )
2642 * if ( rep->from ) {
2643 * a1: (fromSplit = NULL) paymentSX.main.splits += split( rep->fromAcct, repAmt )
2644 * b:
2645 * tcSX.escrow.split( rep->escrow ).debCred += repAmt
2646 * c1:
2647 * } else {
2648 * a2: (fromSplit = paymentSX.main.split( ldd->ld.repFromAcct )) .debcred += -repAmt
2649 * b:
2650 * tcSX.escrow.splits += split( rep->escrow, -repAmt )
2651 * c1:
2652 * }
2653 * } else {
2654 * c2: ( toTTI = paymentSX.main )
2655 * if ( rep->from ) {
2656 * a1: (fromSplit = NULL) paymentSX.main.splits += split( rep->fromAcct, -repAmt )
2657 * c2:
2658 * } else {
2659 * a2: (fromSplit = paymentSX.main.split( ldd->ld.payFromAcct )).debcred += -repAmt
2660 * c2:
2661 * }
2662 * }
2663 * if ( fromSplit ) {
2664 * fromSplit.debCred += (-repAmt);
2665 * } else {
2666 * fromSplit = split( rep->fromAcct, -repAmt )
2667 * paymentSX.main.splits += fromSplit
2668 * }
2669 * toTTI.splits += split( rep->toAcct, +repAmt );
2670 */
2671
2674 GString *gstr;
2675 TTSplitInfoPtr fromSplit;
2676 TTSplitInfoPtr ttsi;
2677 TTInfoPtr toTxn;
2678 GNCPrintAmountInfo pricePAI = gnc_default_price_print_info(NULL);
2679#define AMTBUF_LEN 64
2680 gchar amtBuf[AMTBUF_LEN];
2681 gint GNCN_HOW = (GNC_HOW_DENOM_SIGFIGS(2) | GNC_HOW_RND_ROUND_HALF_UP);
2682
2683 /* We're going to use this a lot, below, so just create it once. */
2684 xaccSPrintAmount( amtBuf,
2685 double_to_gnc_numeric( rod->amount, 100,
2686 GNCN_HOW ),
2687 pricePAI );
2688
2689 if ( rod->throughEscrowP && ldd->ld.escrowAcct )
2690 {
2691 toTxn = tcSX->escrowTxn;
2692
2693 /* Add the repayment amount into the string of the existing
2694 * ttsplit. */
2695 {
2696 auto ttsi = find_account_from_template_splits (paymentSX->mainTxn, ldd->ld.escrowAcct);
2697 g_assert (ttsi);
2698 gstr = g_string_new (ttsi->get_debit_formula());
2699 g_string_append_printf( gstr, " + %s", amtBuf );
2700 ttsi->set_debit_formula (gstr->str);
2701 g_string_free( gstr, TRUE );
2702 gstr = NULL;
2703 ttsi = NULL;
2704 }
2705
2706 if ( rod->from != NULL )
2707 {
2708 gchar *str;
2709
2710 fromSplit = NULL;
2711
2712 /* tcSX.escrow.split( rep->escrow ).debCred += repAmt */
2713 auto ttsi = find_account_from_template_splits (tcSX->escrowTxn, ldd->ld.escrowAcct);
2714 if ( !ttsi )
2715 {
2716 /* create split */
2717 ttsi = std::make_shared<TTSplitInfo>();
2718 ttsi->set_memo (rod->txnMemo);
2719 ttsi->set_account (ldd->ld.escrowAcct);
2720 tcSX->escrowTxn->append_template_split (ttsi);
2721 }
2722 if ( (str = (gchar*)ttsi->get_credit_formula ())
2723 == NULL )
2724 {
2725 gstr = g_string_sized_new( 16 );
2726 }
2727 else
2728 {
2729 /* If we did get a split/didn't have to
2730 * create a split, then we need to add our
2731 * amount in rather than replace. */
2732 gstr = g_string_new( str );
2733 g_string_append_printf( gstr, " + " );
2734 }
2735 g_string_append_printf( gstr, "%s", amtBuf );
2736 ttsi->set_credit_formula (gstr->str);
2737 g_string_free( gstr, TRUE );
2738 gstr = NULL;
2739 ttsi = NULL;
2740 }
2741 else
2742 {
2743 /* (fromSplit = paymentSX.main.split( ldd->ld.repFromAcct )) */
2744 fromSplit = find_account_from_template_splits (paymentSX->mainTxn, ldd->ld.repFromAcct);
2745 g_assert (fromSplit);
2746
2747 /* tcSX.escrow.splits += split( rep->escrow, -repAmt ) */
2748 ttsi = std::make_shared<TTSplitInfo>();
2749 ttsi->set_memo (rod->txnMemo);
2750 ttsi->set_account (ldd->ld.escrowAcct);
2751 ttsi->set_credit_formula (amtBuf);
2752 tcSX->escrowTxn->append_template_split (ttsi);
2753 ttsi = NULL;
2754 }
2755 }
2756 else
2757 {
2758 toTxn = tcSX->mainTxn;
2759
2760 if ( rod->from != NULL )
2761 {
2762 fromSplit = NULL;
2763 }
2764 else
2765 {
2766 fromSplit = find_account_from_template_splits (tcSX->mainTxn, ldd->ld.repFromAcct);
2767 }
2768 }
2769
2770 if ( fromSplit != NULL )
2771 {
2772 /* Update the existing from-split. */
2773 gstr = g_string_new (fromSplit->get_credit_formula ());
2774 g_string_append_printf( gstr, " + %s", amtBuf );
2775 fromSplit->set_credit_formula (gstr->str);
2776 g_string_free( gstr, TRUE );
2777 gstr = NULL;
2778
2779 }
2780 else
2781 {
2782 TTInfoPtr tti;
2783 /* Create a new from-split. */
2784 ttsi = std::make_shared<TTSplitInfo>();
2785 ttsi->set_memo (rod->txnMemo);
2786 ttsi->set_account (rod->from ? rod->from : ldd->ld.repFromAcct);
2787 ttsi->set_credit_formula (amtBuf);
2788 tti = tcSX->mainTxn;
2789 if ( rod->throughEscrowP )
2790 {
2791 tti = paymentSX->mainTxn;
2792 }
2793 tti->append_template_split (ttsi);
2794 ttsi = NULL;
2795 tti = NULL;
2796 }
2797
2798 /* Add to-account split. */
2799 {
2800 ttsi = std::make_shared<TTSplitInfo>();
2801 ttsi->set_memo (rod->txnMemo);
2802 ttsi->set_account (rod->to);
2803 ttsi->set_debit_formula (amtBuf);
2804 toTxn->append_template_split (ttsi);
2805 ttsi = NULL;
2806 }
2807}
2808
2809
2824static
2825void
2826loan_create_sxes( LoanAssistantData *ldd )
2827{
2828 /* The main loan-payment SX.*/
2829 toCreateSX *paymentSX = NULL;
2830 /* A GList of any other repayment SXes with different schedule. */
2831 GList *repaySXes = NULL;
2832 /* The currently-being-referenced toCreateSX. */
2833 toCreateSX *tcSX;
2834 int i;
2835 TTInfoPtr ttxn;
2836 TTSplitInfoPtr ttsi;
2837
2838 paymentSX = g_new0( toCreateSX, 1 );
2839 paymentSX->name = g_strdup(ldd->ld.repMemo);
2840 paymentSX->start = *ldd->ld.startDate;
2841 paymentSX->last = *ldd->ld.repStartDate;
2842 g_date_subtract_months( &paymentSX->last, 1 );
2843 {
2844 paymentSX->end = *ldd->ld.repStartDate;
2845 g_date_add_months( &paymentSX->end, ldd->ld.numMonRemain - 1);
2846 }
2847
2848 paymentSX->schedule = ldd->ld.repayment_schedule;
2849 /* Figure out the correct current instance-count for the txns in the
2850 * SX. */
2851 paymentSX->instNum =
2852 (ldd->ld.numPer * ( ldd->ld.perSize == GNC_YEARS ? 12 : 1 ))
2853 - ldd->ld.numMonRemain + 1;
2854
2855 paymentSX->mainTxn = std::make_shared<TTInfo>();
2856 paymentSX->mainTxn->set_currency (gnc_default_currency());
2857
2858 {
2859 GString *payMainTxnDesc = g_string_sized_new( 32 );
2860 g_string_printf( payMainTxnDesc,
2861 "%s - %s",
2862 ldd->ld.repMemo,
2863 ( ldd->ld.escrowAcct == NULL
2864 ? _("Payment")
2865 : _("Escrow Payment") )
2866 );
2867
2868 paymentSX->mainTxn->set_description(payMainTxnDesc->str);
2869 g_string_free( payMainTxnDesc, TRUE );
2870 }
2871
2872 /* Create the basic txns and splits...
2873 *
2874 * ttxn <- mainTxn
2875 * srcAcct <- assets
2876 * if ( escrow ) {
2877 * realSrcAcct <- srcAcct
2878 * srcAcct <- escrow;
2879 * ttxn <- escrowTxn
2880 * main.splits += split( realSrcAcct, -pmt )
2881 * main.splits += split( escrow, pmt )
2882 * }
2883 * ttxn.splits += split( escrow, -pmt)
2884 * ttxn.splits += split( liability, ppmt )
2885 * ttxn.splits += split( expenses:interest, ipmt ) */
2886
2887 {
2888 Account *srcAcct;
2889
2890 ttxn = paymentSX->mainTxn;
2891 srcAcct = ldd->ld.repFromAcct;
2892 if ( ldd->ld.escrowAcct != NULL )
2893 {
2894 Account *realSrcAcct = srcAcct;
2895 srcAcct = ldd->ld.escrowAcct;
2896 auto formula = loan_get_pmt_formula(ldd);
2897 /* ttxn.splits += split( realSrcAcct, -pmt ); */
2898 {
2899 ttsi = std::make_shared<TTSplitInfo>();
2900 ttsi->set_memo (ldd->ld.repMemo);
2901 ttsi->set_account (realSrcAcct);
2902 ttsi->set_credit_formula (formula.c_str());
2903 ttxn->append_template_split (ttsi);
2904 ttsi = NULL;
2905 }
2906 /* ttxn.splits += split( escrowAcct, +pmt ); */
2907 {
2908 ttsi = std::make_shared<TTSplitInfo>();
2909 ttsi->set_memo (ldd->ld.repMemo);
2910 ttsi->set_account (ldd->ld.escrowAcct);
2911 ttsi->set_debit_formula (formula.c_str());
2912 ttxn->append_template_split (ttsi);
2913 ttsi = NULL;
2914 }
2915 paymentSX->escrowTxn = std::make_shared<TTInfo>();
2916 paymentSX->escrowTxn->set_currency (gnc_default_currency());
2917
2918 {
2919 GString *escrowTxnDesc;
2920 escrowTxnDesc = g_string_new( ldd->ld.repMemo );
2921 g_string_append_printf( escrowTxnDesc, " - %s", _("Payment") );
2922 paymentSX->escrowTxn->set_description (escrowTxnDesc->str);
2923 g_string_free( escrowTxnDesc, TRUE );
2924 }
2925 ttxn = paymentSX->escrowTxn;
2926 }
2927 /* ttxn.splits += split( srcAcct, -pmt ); */
2928 {
2929 ttsi = std::make_shared<TTSplitInfo>();
2930 {
2931 auto gstr = g_string_new( ldd->ld.repMemo );
2932 g_string_append_printf( gstr, " - %s",
2933 _("Payment") );
2934 ttsi->set_memo (gstr->str);
2935 g_string_free( gstr, TRUE );
2936 }
2937 ttsi->set_account (srcAcct);
2938 auto formula = loan_get_pmt_formula(ldd);
2939 ttsi->set_credit_formula (formula.c_str());
2940 ttxn->append_template_split (ttsi);
2941 ttsi = NULL;
2942 }
2943 /* ttxn.splits += split( ldd->ld.repPriAcct, +ppmt ); */
2944 {
2945 ttsi = std::make_shared<TTSplitInfo>();
2946 {
2947 auto gstr = g_string_new( ldd->ld.repMemo );
2948 g_string_append_printf( gstr, " - %s",
2949 _("Principal") );
2950 ttsi->set_memo (gstr->str);
2951 g_string_free( gstr, TRUE );
2952 }
2953 ttsi->set_account (ldd->ld.repPriAcct);
2954 auto formula = loan_get_ppmt_formula(ldd);
2955 ttsi->set_debit_formula (formula.c_str());
2956 ttxn->append_template_split (ttsi);
2957 ttsi = NULL;
2958 }
2959 /* ttxn.splits += split( ldd->ld.repIntAcct, +ipmt ); */
2960 {
2961 ttsi = std::make_shared<TTSplitInfo>();
2962 {
2963 auto gstr = g_string_new( ldd->ld.repMemo );
2964 g_string_append_printf( gstr, " - %s",
2965 _("Interest") );
2966 ttsi->set_memo (gstr->str);
2967 g_string_free( gstr, TRUE );
2968 }
2969 ttsi->set_account (ldd->ld.repIntAcct);
2970 auto formula = loan_get_ipmt_formula(ldd);
2971 ttsi->set_debit_formula (formula.c_str());
2972 ttxn->append_template_split (ttsi);
2973 ttsi = NULL;
2974 }
2975 }
2976 for ( i = 0; i < ldd->ld.repayOptCount; i++ )
2977 {
2978 RepayOptData *rod = ldd->ld.repayOpts[i];
2979 if ( ! rod->enabled )
2980 continue;
2981
2982 tcSX = paymentSX;
2983 if ( rod->schedule != NULL )
2984 {
2985 tcSX = g_new0( toCreateSX, 1 );
2986 auto gstr = g_string_new( ldd->ld.repMemo );
2987 g_string_append_printf( gstr, " - %s",
2988 rod->name );
2989 tcSX->name = g_strdup(gstr->str);
2990 tcSX->start = *ldd->ld.startDate;
2991 tcSX->last = *ldd->ld.repStartDate;
2992 {
2993 tcSX->end = tcSX->last;
2994 g_date_add_months( &tcSX->end, ldd->ld.numMonRemain );
2995 }
2996 tcSX->schedule = rod->schedule;
2997 /* So it won't get destroyed when the close the
2998 * Assistant. */
2999 tcSX->instNum =
3000 ld_calc_sx_instance_num(&tcSX->start, rod->schedule);
3001 rod->schedule = NULL;
3002 tcSX->mainTxn = std::make_shared<TTInfo>();
3003 tcSX->mainTxn->set_currency(gnc_default_currency());
3004 tcSX->mainTxn->set_description (gstr->str);
3005 tcSX->escrowTxn = std::make_shared<TTInfo>();
3006 tcSX->escrowTxn->set_currency (gnc_default_currency());
3007 tcSX->escrowTxn->set_description(gstr->str);
3008
3009 g_string_free( gstr, TRUE );
3010 repaySXes = g_list_prepend (repaySXes, tcSX);
3011
3012 }
3013
3014 /* repayment */
3015 ld_setup_repayment_sx( ldd, rod, paymentSX, tcSX );
3016 }
3017
3018 repaySXes = g_list_reverse (repaySXes);
3019 /* Create the SXes */
3020 {
3021 GList *l;
3022
3023 loan_create_sx_from_tcSX( ldd, paymentSX );
3024
3025 for ( l = repaySXes; l; l = l->next )
3026 {
3027 loan_create_sx_from_tcSX( ldd, (toCreateSX*)l->data );
3028 }
3029 }
3030 /* Clean up. */
3031 loan_tcSX_free( paymentSX, NULL );
3032 g_list_foreach( repaySXes, loan_tcSX_free, NULL );
3033 g_list_free( repaySXes );
3034}
3035
3036/************************ Assistant Functions ***************************/
3037
3038void
3039loan_assistant_finish ( GtkAssistant *gtkassistant, gpointer user_data )
3040{
3041 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
3042 loan_create_sxes( ldd );
3043
3044}
3045
3046
3047void
3048loan_assistant_cancel( GtkAssistant *gtkassistant, gpointer user_data )
3049{
3050 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
3051 gnc_close_gui_component_by_data( DIALOG_LOAN_ASSISTANT_CM_CLASS, ldd );
3052}
3053
3054
3055void
3056loan_assistant_close( GtkAssistant *gtkassistant, gpointer user_data )
3057{
3058 LoanAssistantData *ldd = static_cast<LoanAssistantData*> (user_data);
3059 gnc_close_gui_component_by_data( DIALOG_LOAN_ASSISTANT_CM_CLASS, ldd );
3060}
3061
3062
3063void
3064loan_assistant_prepare (GtkAssistant *assistant, GtkWidget *page,
3065 gpointer user_data)
3066{
3067 gint currentpage = gtk_assistant_get_current_page(assistant);
3068
3069 switch (currentpage)
3070 {
3071 case 1:
3072 /* Current page is info page */
3073 loan_info_prep (assistant, user_data);
3074 break;
3075 case 2:
3076 /* Current page is Options page */
3077 loan_opt_prep (assistant, user_data);
3078 break;
3079 case 3:
3080 /* Current page is Repayments page */
3081 loan_rep_prep (assistant, user_data);
3082 break;
3083 case 4:
3084 /* Current page is Repayments Options page */
3085 loan_pay_prep (assistant, user_data);
3086 break;
3087 case 5:
3088 /* Current page is Review page */
3089 loan_rev_prep (assistant, user_data);
3090 break;
3091 }
3092}
3093
3094
3095/********************************************************************\
3096 * gnc_ui_sx_loan_assistant_create *
3097 * opens up a window to start the loan Assistant *
3098 * *
3099\********************************************************************/
3100void
3101gnc_ui_sx_loan_assistant_create (void)
3102{
3103 LoanAssistantData *ldd;
3104 gint component_id;
3105
3106 ldd = g_new0 (LoanAssistantData, 1);
3107
3108 gnc_loan_assistant_create (ldd);
3109
3110 component_id = gnc_register_gui_component (DIALOG_LOAN_ASSISTANT_CM_CLASS,
3111 NULL, loan_assistant_close_handler,
3112 ldd);
3113
3114 gnc_gui_component_watch_entity_type (component_id,
3115 GNC_ID_ACCOUNT,
3116 QOF_EVENT_MODIFY | QOF_EVENT_DESTROY);
3117
3118 gtk_widget_show_all (ldd->window);
3119
3120 gnc_window_adjust_for_screen (GTK_WINDOW(ldd->window));
3121}
Account.h
Account handling public routines.
SX-book.h
Anchor Scheduled Transaction info in a book.
SchedXaction.h
Scheduled Transactions public handling routines.
gnc-date.h
Date and Time handling routines.
gnc-engine.h
All type declarations for the whole Gnucash engine.
gnc-ui-util.h
utility functions for the GnuCash UI
python.gnucash_core._
_(s)
Definition gnucash_core.py:205
GNCAccountType
GNCAccountType
The account types are used to determine how the transaction data in the account is displayed.
Definition Account.h:103
xaccAccountGetCommodity
gnc_commodity * xaccAccountGetCommodity(const Account *acc)
Get the account's commodity
Definition Account.cpp:3408
ACCT_TYPE_EXPENSE
@ ACCT_TYPE_EXPENSE
Expense accounts are used to denote expenses.
Definition Account.h:143
ACCT_TYPE_BANK
@ ACCT_TYPE_BANK
The bank account type denotes a savings or checking account held at a bank.
Definition Account.h:107
ACCT_TYPE_ASSET
@ ACCT_TYPE_ASSET
asset (and liability) accounts indicate generic, generalized accounts that are none of the above.
Definition Account.h:116
ACCT_TYPE_CASH
@ ACCT_TYPE_CASH
The cash account type is used to denote a shoe-box or pillowcase stuffed with * cash.
Definition Account.h:110
ACCT_TYPE_LIABILITY
@ ACCT_TYPE_LIABILITY
liability (and asset) accounts indicate generic, generalized accounts that are none of the above.
Definition Account.h:119
ACCT_TYPE_CREDIT
@ ACCT_TYPE_CREDIT
The Credit card account is used to denote credit (e.g.
Definition Account.h:113
gnc_commodity_get_fraction
int gnc_commodity_get_fraction(const gnc_commodity *cm)
Retrieve the fraction for the specified commodity.
Definition gnc-commodity.cpp:1006
gnc_mktime
time64 gnc_mktime(struct tm *time)
calculate seconds from the epoch given a time struct
Definition gnc-date.cpp:219
gnc_gdate_equal
gboolean gnc_gdate_equal(gconstpointer gda, gconstpointer gdb)
Compares two GDate*'s for equality; useful for using GDate*'s as GHashTable keys.
Definition gnc-date.cpp:1471
MAX_DATE_LENGTH
#define MAX_DATE_LENGTH
The maximum length of a string created by the date printers.
Definition gnc-date.h:108
gnc_gdate_set_time64
void gnc_gdate_set_time64(GDate *gd, time64 time)
Set a GDate to a time64.
Definition gnc-date.cpp:1314
gnc_gdate_hash
guint gnc_gdate_hash(gconstpointer gd)
Provides a "hash" of a GDate* value; useful for using GDate*'s as GHashTable keys.
Definition gnc-date.cpp:1477
time64
gint64 time64
Most systems that are currently maintained, including Microsoft Windows, BSD-derived Unixes and Linux...
Definition gnc-date.h:87
gnc_tm_free
void gnc_tm_free(struct tm *time)
free a struct tm* created with gnc_localtime() or gnc_gmtime()
Definition gnc-date.cpp:97
gnc_time
time64 gnc_time(time64 *tbuf)
get the current time
Definition gnc-date.cpp:262
gnc_localtime
struct tm * gnc_localtime(const time64 *secs)
fill out a time struct from a 64-bit time value.
Definition gnc-date.cpp:103
qof_print_gdate
size_t qof_print_gdate(char *buf, size_t len, const GDate *gd)
Convenience; calls through to qof_print_date_dmy_buff().
Definition gnc-date.cpp:598
xaccSPrintAmount
int xaccSPrintAmount(char *bufp, gnc_numeric val, GNCPrintAmountInfo info)
Make a string representation of a gnc_numeric.
Definition gnc-ui-util.cpp:1307
gnc_default_currency
gnc_commodity * gnc_default_currency(void)
Return the default currency set by the user.
Definition gnc-ui-util.cpp:782
DEBUG
#define DEBUG(format, args...)
Print a debugging message.
Definition qoflog.h:264
PERR
#define PERR(format, args...)
Log a serious error.
Definition qoflog.h:244
gnc_numeric_to_double
double gnc_numeric_to_double(gnc_numeric in)
Convert numeric to floating-point value.
Definition gnc-numeric.cpp:1347
double_to_gnc_numeric
gnc_numeric double_to_gnc_numeric(double in, gint64 denom, gint how)
Convert a floating-point number to a gnc_numeric.
Definition gnc-numeric.cpp:1313
gnc_numeric_error
gnc_numeric gnc_numeric_error(GNCNumericErrorCode error_code)
Create a gnc_numeric object that signals the error condition noted by error_code, rather than a numbe...
Definition gnc-numeric.cpp:1364
gnc_numeric_check
GNCNumericErrorCode gnc_numeric_check(gnc_numeric in)
Check for error signal in value.
Definition gnc-numeric.cpp:737
GNC_HOW_DENOM_SIGFIGS
#define GNC_HOW_DENOM_SIGFIGS(n)
Build a 'how' value that will generate a denominator that will keep at least n significant figures in...
Definition gnc-numeric.h:217
GNC_ERROR_ARG
@ GNC_ERROR_ARG
Argument is not a valid number.
Definition gnc-numeric.h:224
GNC_HOW_RND_ROUND_HALF_UP
@ GNC_HOW_RND_ROUND_HALF_UP
Round to the nearest integer, rounding away from zero when there are two equidistant nearest integers...
Definition gnc-numeric.h:165
gnc_sx_set_schedule
void gnc_sx_set_schedule(SchedXaction *sx, GList *schedule)
Definition SchedXaction.cpp:530
xaccSchedXactionMalloc
SchedXaction * xaccSchedXactionMalloc(QofBook *book)
Creates and initializes a scheduled transaction.
Definition SchedXaction.cpp:410
xaccSchedXactionSetName
void xaccSchedXactionSetName(SchedXaction *sx, const gchar *newName)
A copy of the name is made.
Definition SchedXaction.cpp:546
xaccSchedXactionSetEndDate
void xaccSchedXactionSetEndDate(SchedXaction *sx, const GDate *newEnd)
Set to an invalid GDate to turn off 'end-date' definition.
Definition SchedXaction.cpp:626
gnc_sx_set_instance_count
void gnc_sx_set_instance_count(SchedXaction *sx, gint instance_num)
Sets the instance count to something other than the default.
Definition SchedXaction.cpp:948
Account
STRUCTS.
GncFrequency
Implementations.
Definition gnc-frequency.c:104
LoanAssistantData
The UI-side storage of the loan assistant data.
Definition assistant-loan.cpp:228
LoanData
Data about a loan repayment.
Definition assistant-loan.cpp:191
RepayOptDataDefault
The default repayment options data.
Definition assistant-loan.cpp:116
RepayOptData
The data relating to a single "repayment option" – a potential [sub-]transaction in the repayment.
Definition assistant-loan.cpp:94
RepayOptUIData
The UI-side storage of the repayment options.
Definition assistant-loan.cpp:138
RevRepaymentRow
A transient struct used to collate the GDate and the gnc_numeric row-data for the repayment review sc...
Definition assistant-loan.cpp:182
cust_prec_punct
Definition assistant-loan.cpp:2327
toCreateSX
A transient structure to contain SX details during the creation process.
Definition assistant-loan.cpp:304
toCreateSX::mainTxn
TTInfoPtr mainTxn
The main/source transaction being created.
Definition assistant-loan.cpp:314
toCreateSX::instNum
gint instNum
The current 'instance-num' count.
Definition assistant-loan.cpp:312
toCreateSX::escrowTxn
TTInfoPtr escrowTxn
The optional escrow transaction being created.
Definition assistant-loan.cpp:316
toCreateSX::start
GDate start
The start, last-occurred and end dates.
Definition assistant-loan.cpp:308
toCreateSX::name
gchar * name
The name of the SX.
Definition assistant-loan.cpp:306
toCreateSX::schedule
GList * schedule
The SX schedule.
Definition assistant-loan.cpp:310
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