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[assistant-stock-transaction] store & retrieve associated account as metadata

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This commit is contained in:
Christopher Lam 2024-01-26 11:23:03 +08:00
parent 9782918586
commit 49af9ff16b
1 changed files with 36 additions and 16 deletions
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52
gnucash/gnome/assistant-stock-transaction.cpp
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@ -88,6 +88,11 @@ void stock_assistant_cancel_cb (GtkAssistant *gtkassistant, gpointer user_data)
static const char* GNC_PREFS_GROUP = "dialogs.stock-assistant"; static const char* GNC_PREFS_GROUP = "dialogs.stock-assistant";
static const char* ASSISTANT_STOCK_TRANSACTION_CM_CLASS = "assistant-stock-transaction"; static const char* ASSISTANT_STOCK_TRANSACTION_CM_CLASS = "assistant-stock-transaction";
static const char* DIVIDEND_KVP_TAG = "stock-dividends";
static const char* CAPGAINS_KVP_TAG = "stock-capgains";
static const char* PROCEEDS_KVP_TAG = "stock-cash-proceeds";
static const char* FEES_KVP_TAG = "stock-broker-fees";
/** A mask-enumerator for defining what information will be collected for a split. /** A mask-enumerator for defining what information will be collected for a split.
*/ */
enum class FieldMask : unsigned enum class FieldMask : unsigned
@ -531,13 +536,16 @@ protected:
const char* m_memo; const char* m_memo;
const char* m_action; const char* m_action;
gnc_numeric m_balance = gnc_numeric_zero(); gnc_numeric m_balance = gnc_numeric_zero();
const char* m_kvp_tag;
public: public:
StockTransactionEntry() : StockTransactionEntry() :
m_enabled{false}, m_debit_side{false}, m_allow_zero{false}, m_account{nullptr}, m_enabled{false}, m_debit_side{false}, m_allow_zero{false}, m_account{nullptr},
m_value{gnc_numeric_error(GNC_ERROR_ARG)}, m_memo{nullptr}, m_action{nullptr} {} m_value{gnc_numeric_error(GNC_ERROR_ARG)}, m_memo{nullptr}, m_action{nullptr},
StockTransactionEntry(const char* action) : m_kvp_tag{nullptr} {}
StockTransactionEntry(const char* action, const char* kvp_tag) :
m_enabled{false}, m_debit_side{false}, m_allow_zero{false}, m_account{nullptr}, m_enabled{false}, m_debit_side{false}, m_allow_zero{false}, m_account{nullptr},
m_value{gnc_numeric_error(GNC_ERROR_ARG)}, m_memo{nullptr}, m_action{action} {} m_value{gnc_numeric_error(GNC_ERROR_ARG)}, m_memo{nullptr}, m_action{action},
m_kvp_tag{kvp_tag} {}
StockTransactionEntry(const StockTransactionEntry&) = default; StockTransactionEntry(const StockTransactionEntry&) = default;
virtual ~StockTransactionEntry() = default; virtual ~StockTransactionEntry() = default;
/** Set up the state variables from the FieldMask. /** Set up the state variables from the FieldMask.
@ -554,6 +562,7 @@ public:
virtual Account* account() const { return m_account; } virtual Account* account() const { return m_account; }
virtual const char* print_account() const; virtual const char* print_account() const;
virtual void set_memo(const char* memo) { m_memo = memo; } virtual void set_memo(const char* memo) { m_memo = memo; }
virtual const char* get_kvp_tag () { return m_kvp_tag; }
virtual const char* memo() const { return m_memo; } virtual const char* memo() const { return m_memo; }
virtual void set_value(gnc_numeric amount); virtual void set_value(gnc_numeric amount);
virtual GncNumeric value() { return (gnc_numeric_check(m_value) ? GncNumeric{} : GncNumeric(m_value)); } virtual GncNumeric value() { return (gnc_numeric_check(m_value) ? GncNumeric{} : GncNumeric(m_value)); }
@ -766,7 +775,7 @@ public:
PINFO("Stock Entry"); PINFO("Stock Entry");
} }
StockTransactionStockEntry(const char* action) : StockTransactionStockEntry(const char* action) :
StockTransactionEntry{action}, m_amount{gnc_numeric_error(GNC_ERROR_ARG)} StockTransactionEntry{action, nullptr}, m_amount{gnc_numeric_error(GNC_ERROR_ARG)}
{ {
PINFO("Stock Entry"); PINFO("Stock Entry");
} }
@ -983,7 +992,7 @@ class StockTransactionFeesEntry : public StockTransactionEntry
bool m_capitalize; bool m_capitalize;
public: public:
StockTransactionFeesEntry() : StockTransactionEntry{}, m_capitalize{false} {} StockTransactionFeesEntry() : StockTransactionEntry{}, m_capitalize{false} {}
StockTransactionFeesEntry(const char* action) : StockTransactionEntry{action}, m_capitalize{false} {} StockTransactionFeesEntry(const char* action, const char *tag) : StockTransactionEntry{action, tag}, m_capitalize{false} {}
void set_fieldmask(FieldMask mask) override; void set_fieldmask(FieldMask mask) override;
void set_capitalize(bool capitalize) override { m_capitalize = capitalize; } void set_capitalize(bool capitalize) override { m_capitalize = capitalize; }
bool do_capitalize() const override { return m_capitalize; } bool do_capitalize() const override { return m_capitalize; }
@ -1098,10 +1107,10 @@ public:
m_acct{account}, m_acct{account},
m_currency{gnc_account_get_currency_or_parent(account)}, m_currency{gnc_account_get_currency_or_parent(account)},
m_stock_entry{std::make_unique<StockTransactionStockEntry>(NC_ ("Stock Assistant: Page name","Stock"))}, m_stock_entry{std::make_unique<StockTransactionStockEntry>(NC_ ("Stock Assistant: Page name","Stock"))},
m_cash_entry{std::make_unique<StockTransactionEntry>(NC_ ("Stock Assistant: Page name","Cash"))}, m_cash_entry{std::make_unique<StockTransactionEntry>(NC_ ("Stock Assistant: Page name","Cash"), PROCEEDS_KVP_TAG)},
m_fees_entry{std::make_unique<StockTransactionFeesEntry>(NC_ ("Stock Assistant: Page name","Fees"))}, m_fees_entry{std::make_unique<StockTransactionFeesEntry>(NC_ ("Stock Assistant: Page name","Fees"), FEES_KVP_TAG)},
m_dividend_entry{std::make_unique<StockTransactionEntry>(NC_ ("Stock Assistant: Page name","Dividend"))}, m_dividend_entry{std::make_unique<StockTransactionEntry>(NC_ ("Stock Assistant: Page name","Dividend"), DIVIDEND_KVP_TAG)},
m_capgains_entry{std::make_unique<StockTransactionEntry>(NC_ ("Stock Assistant: Page name","Capital Gains"))} m_capgains_entry{std::make_unique<StockTransactionEntry>(NC_ ("Stock Assistant: Page name","Capital Gains"), CAPGAINS_KVP_TAG)}
{ {
DEBUG ("StockAssistantModel constructor\n"); DEBUG ("StockAssistantModel constructor\n");
m_stock_entry->set_account(m_acct); m_stock_entry->set_account(m_acct);
@ -1417,7 +1426,12 @@ StockAssistantModel::create_transaction ()
xaccTransSetDatePostedSecsNormalized (trans, m_transaction_date); xaccTransSetDatePostedSecsNormalized (trans, m_transaction_date);
AccountVec accounts; AccountVec accounts;
std::for_each (m_list_of_splits.begin(), m_list_of_splits.end(), std::for_each (m_list_of_splits.begin(), m_list_of_splits.end(),
[&](auto& entry){ entry->create_split (trans, accounts); }); [&](auto& entry)
{
entry->create_split (trans, accounts);
if (entry->get_kvp_tag() && entry->account())
xaccAccountSetAssociatedAccount (m_acct, entry->get_kvp_tag(), entry->account());
});
add_price (book); add_price (book);
xaccTransCommitEdit (trans); xaccTransCommitEdit (trans);
std::for_each (accounts.begin(), accounts.end(), xaccAccountCommitEdit); std::for_each (accounts.begin(), accounts.end(), xaccAccountCommitEdit);
@ -1596,7 +1610,7 @@ class GncAccountSelector
GtkWidget* m_selector; GtkWidget* m_selector;
public: public:
GncAccountSelector (GtkBuilder *builder, AccountTypeList types, GncAccountSelector (GtkBuilder *builder, AccountTypeList types,
gnc_commodity *currency); gnc_commodity *currency, Account *default_acct);
void attach (GtkBuilder *builder, const char *table_id, void attach (GtkBuilder *builder, const char *table_id,
const char *label_ID, int row); const char *label_ID, int row);
void connect (StockTransactionEntry*); void connect (StockTransactionEntry*);
@ -1613,7 +1627,7 @@ gnc_account_sel_changed_cb (GtkWidget* widget, StockTransactionEntry* entry)
} }
GncAccountSelector::GncAccountSelector (GtkBuilder *builder, AccountTypeList types, GncAccountSelector::GncAccountSelector (GtkBuilder *builder, AccountTypeList types,
gnc_commodity *currency) : gnc_commodity *currency, Account *default_acct) :
m_selector{gnc_account_sel_new ()} m_selector{gnc_account_sel_new ()}
{ {
auto accum = [](auto a, auto b) { return g_list_prepend(a, (gpointer)b); }; auto accum = [](auto a, auto b) { return g_list_prepend(a, (gpointer)b); };
@ -1624,6 +1638,8 @@ GncAccountSelector::GncAccountSelector (GtkBuilder *builder, AccountTypeList typ
gnc_account_sel_set_acct_filters(GNC_ACCOUNT_SEL(m_selector), acct_list, curr_list); gnc_account_sel_set_acct_filters(GNC_ACCOUNT_SEL(m_selector), acct_list, curr_list);
gnc_account_sel_set_default_new_commodity(GNC_ACCOUNT_SEL(m_selector), currency); gnc_account_sel_set_default_new_commodity(GNC_ACCOUNT_SEL(m_selector), currency);
gnc_account_sel_set_new_account_modal (GNC_ACCOUNT_SEL(m_selector), true); gnc_account_sel_set_new_account_modal (GNC_ACCOUNT_SEL(m_selector), true);
if (default_acct)
gnc_account_sel_set_account (GNC_ACCOUNT_SEL(m_selector), default_acct, true);
g_list_free(acct_list); g_list_free(acct_list);
g_list_free(curr_list); g_list_free(curr_list);
} }
@ -2006,7 +2022,8 @@ public:
PageCash::PageCash(GtkBuilder *builder, Account* account) PageCash::PageCash(GtkBuilder *builder, Account* account)
: m_page(get_widget(builder, "cash_details_page")), : m_page(get_widget(builder, "cash_details_page")),
m_account(builder, {ACCT_TYPE_ASSET, ACCT_TYPE_BANK}, m_account(builder, {ACCT_TYPE_ASSET, ACCT_TYPE_BANK},
gnc_account_get_currency_or_parent(account)), gnc_account_get_currency_or_parent(account),
xaccAccountGetAssociatedAccount (account, PROCEEDS_KVP_TAG)),
m_memo(get_widget(builder, "cash_memo_entry")), m_memo(get_widget(builder, "cash_memo_entry")),
m_value(builder, gnc_account_get_currency_or_parent(account)) m_value(builder, gnc_account_get_currency_or_parent(account))
{ {
@ -2068,7 +2085,8 @@ PageFees::PageFees(GtkBuilder *builder, Account* account)
: m_page(get_widget(builder, "fees_details_page")), : m_page(get_widget(builder, "fees_details_page")),
m_capitalize( m_capitalize(
get_widget(builder, "capitalize_fees_checkbutton")), get_widget(builder, "capitalize_fees_checkbutton")),
m_account(builder, {ACCT_TYPE_EXPENSE}, gnc_account_get_currency_or_parent(account)), m_account(builder, {ACCT_TYPE_EXPENSE}, gnc_account_get_currency_or_parent(account),
xaccAccountGetAssociatedAccount (account, FEES_KVP_TAG)),
m_memo(get_widget(builder, "fees_memo_entry")), m_memo(get_widget(builder, "fees_memo_entry")),
m_value(builder, gnc_account_get_currency_or_parent(account)), m_value(builder, gnc_account_get_currency_or_parent(account)),
m_stock_account(account) m_stock_account(account)
@ -2155,7 +2173,8 @@ public:
PageDividend::PageDividend(GtkBuilder *builder, Account* account) PageDividend::PageDividend(GtkBuilder *builder, Account* account)
: m_page(get_widget(builder, "dividend_details_page")), : m_page(get_widget(builder, "dividend_details_page")),
m_account(builder, {ACCT_TYPE_INCOME}, gnc_account_get_currency_or_parent(account)), m_account(builder, {ACCT_TYPE_INCOME}, gnc_account_get_currency_or_parent(account),
xaccAccountGetAssociatedAccount (account, DIVIDEND_KVP_TAG)),
m_memo(get_widget(builder, "dividend_memo_entry")), m_memo(get_widget(builder, "dividend_memo_entry")),
m_value(builder, gnc_account_get_currency_or_parent(account)) m_value(builder, gnc_account_get_currency_or_parent(account))
{ {
@ -2204,7 +2223,8 @@ public:
PageCapGain::PageCapGain (GtkBuilder *builder, Account* account) : PageCapGain::PageCapGain (GtkBuilder *builder, Account* account) :
m_page (get_widget (builder, "capgains_details_page")), m_page (get_widget (builder, "capgains_details_page")),
m_account (builder, { ACCT_TYPE_INCOME }, gnc_account_get_currency_or_parent(account)), m_account (builder, { ACCT_TYPE_INCOME }, gnc_account_get_currency_or_parent(account),
xaccAccountGetAssociatedAccount (account, CAPGAINS_KVP_TAG)),
m_memo (get_widget (builder, "capgains_memo_entry")), m_memo (get_widget (builder, "capgains_memo_entry")),
m_value (builder, gnc_account_get_currency_or_parent(account)) m_value (builder, gnc_account_get_currency_or_parent(account))
{ {