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filtertransdialog.cpp
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filtertransdialog.cpp
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/*******************************************************
Copyright (C) 2006 Madhan Kanagavel
Copyright (C) 2013 - 2022 Nikolay Akimov
Copyright (C) 2021 - 2023 Mark Whalley (mark@ipx.co.uk)
This program is free software; you can redistribute it and/or modify
it under the terms of the GNU General Public License as published by
the Free Software Foundation; either version 2 of the License, or
(at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU General Public License for more details.
You should have received a copy of the GNU General Public License
along with this program; if not, write to the Free Software
Foundation, Inc., 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA
********************************************************/
#if defined(__GNUG__) && !defined(__APPLE__)
#pragma implementation "filtertransdialog.h"
#endif
#ifdef __BORLANDC__
#pragma hdrstop
#endif
#include "categdialog.h"
#include "filtertransdialog.h"
#include "images_list.h"
#include "categdialog.h"
#include "constants.h"
#include "mmSimpleDialogs.h"
#include "paths.h"
#include "payeedialog.h"
#include "util.h"
#include "validators.h"
#include "model/allmodel.h"
#include <wx/valnum.h>
#include <wx/regex.h>
constexpr auto DATE_MAX = 253402214400 /* Dec 31, 9999 */;
static const wxString TRANSACTION_STATUSES[] =
{
wxTRANSLATE("Unreconciled"),
wxTRANSLATE("Reconciled"),
wxTRANSLATE("Void"),
wxTRANSLATE("Follow Up"),
wxTRANSLATE("Duplicate"),
wxTRANSLATE("All Except Reconciled")
};
static const wxString GROUPBY_OPTIONS[] =
{
wxTRANSLATE("Account"),
wxTRANSLATE("Payee"),
wxTRANSLATE("Category"),
wxTRANSLATE("Type")
};
wxIMPLEMENT_DYNAMIC_CLASS(mmFilterTransactionsDialog, wxDialog);
wxBEGIN_EVENT_TABLE(mmFilterTransactionsDialog, wxDialog)
EVT_CHAR_HOOK(mmFilterTransactionsDialog::OnComboKey)
EVT_CHECKBOX(wxID_ANY, mmFilterTransactionsDialog::OnCheckboxClick)
EVT_BUTTON(wxID_OK, mmFilterTransactionsDialog::OnButtonOkClick)
EVT_BUTTON(wxID_CLEAR, mmFilterTransactionsDialog::OnButtonClearClick)
EVT_BUTTON(ID_BTN_CUSTOMFIELDS, mmFilterTransactionsDialog::OnMoreFields)
EVT_MENU(wxID_ANY, mmFilterTransactionsDialog::OnMenuSelected)
EVT_DATE_CHANGED(wxID_ANY, mmFilterTransactionsDialog::OnDateChanged)
EVT_CHOICE(wxID_ANY, mmFilterTransactionsDialog::OnChoice)
EVT_BUTTON(wxID_CANCEL, mmFilterTransactionsDialog::OnButtonCancelClick)
EVT_CLOSE(mmFilterTransactionsDialog::OnQuit)
wxEND_EVENT_TABLE()
mmFilterTransactionsDialog::mmFilterTransactionsDialog()
{
}
mmFilterTransactionsDialog::~mmFilterTransactionsDialog()
{
wxLogDebug("~mmFilterTransactionsDialog");
}
mmFilterTransactionsDialog::mmFilterTransactionsDialog(wxWindow* parent, int accountID, bool isReport, wxString selected)
: isMultiAccount_(accountID == -1)
, accountID_(accountID)
, isReportMode_(isReport)
, m_color_value(-1)
, m_filter_key(isReport ? "TRANSACTIONS_FILTER" : "ALL_TRANSACTIONS_FILTER")
{
this->SetFont(parent->GetFont());
mmDoInitVariables();
Create(parent);
if (!selected.empty())
m_settings_json = selected;
mmDoDataToControls(m_settings_json);
}
mmFilterTransactionsDialog::mmFilterTransactionsDialog(wxWindow* parent, const wxString& json)
: isMultiAccount_(true)
, accountID_(-1)
, isReportMode_(true)
, m_filter_key("TRANSACTIONS_FILTER")
{
this->SetFont(parent->GetFont());
mmDoInitVariables();
Create(parent);
mmDoDataToControls(json);
}
void mmFilterTransactionsDialog::mmDoInitVariables()
{
m_custom_fields = new mmCustomDataTransaction(this, NULL, ID_CUSTOMFIELDS + (isReportMode_ ? 100 : 0));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmToday()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmCurrentMonth()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmCurrentMonthToDate()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmLastMonth()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmLast30Days()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmLast90Days()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmLast3Months()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmLast12Months()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmCurrentYear()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmCurrentYearToDate()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmLastYear()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmCurrentFinancialYear()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmCurrentFinancialYearToDate()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmLastFinancialYear()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmLast365Days()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmAllTime()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmSinseToday()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmSinse30days()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmSinse90days()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmSinseCurrentYear()));
m_all_date_ranges.push_back(wxSharedPtr<mmDateRange>(new mmSinseCurrentFinancialYear()));
m_accounts_name.clear();
const auto accounts = Model_Account::instance().find(Model_Account::ACCOUNTTYPE(Model_Account::all_type()[Model_Account::INVESTMENT], NOT_EQUAL));
for (const auto& acc : accounts) {
m_accounts_name.push_back(acc.ACCOUNTNAME);
}
m_accounts_name.Sort();
}
bool mmFilterTransactionsDialog::Create(wxWindow* parent
, wxWindowID id
, const wxString& caption
, const wxPoint& pos
, const wxSize& size
, long style)
{
SetExtraStyle(GetExtraStyle() | wxWS_EX_BLOCK_EVENTS);
wxDialog::Create(parent, id, caption, pos, size, style);
mmDoCreateControls();
wxCommandEvent evt(wxEVT_CHECKBOX, wxID_ANY);
AddPendingEvent(evt);
GetSizer()->Fit(this);
GetSizer()->SetSizeHints(this);
this->SetInitialSize();
SetMinSize(wxSize(400, 480));
SetIcon(mmex::getProgramIcon());
Centre();
return true;
}
int mmFilterTransactionsDialog::ShowModal()
{
return wxDialog::ShowModal();
}
void mmFilterTransactionsDialog::mmDoDataToControls(const wxString& json)
{
Document j_doc;
if (j_doc.Parse(json.utf8_str()).HasParseError())
{
j_doc.Parse("{}");
}
//Label
Value& j_label = GetValueByPointerWithDefault(j_doc, "/LABEL", "");
wxString s_label = j_label.IsString() ? wxString::FromUTF8(j_label.GetString()) : "";
m_setting_name->SetStringSelection(s_label);
//Account
m_selected_accounts_id.clear();
Value& j_account = GetValueByPointerWithDefault(j_doc, "/ACCOUNT", "");
if (isMultiAccount_ && j_account.IsArray())
{
wxString baloon = "";
wxString acc_name;
for (rapidjson::SizeType i = 0; i < j_account.Size(); i++)
{
wxASSERT(j_account[i].IsString());
acc_name = wxString::FromUTF8(j_account[i].GetString());
wxLogDebug("%s", acc_name);
accountCheckBox_->SetValue(true);
for (const auto& a : Model_Account::instance().find(Model_Account::ACCOUNTNAME(acc_name)))
{
m_selected_accounts_id.Add(a.ACCOUNTID);
baloon += (baloon.empty() ? "" : "\n") + a.ACCOUNTNAME;
}
}
if (m_selected_accounts_id.size() == 1)
bSelectedAccounts_->SetLabelText(acc_name);
else {
mmToolTip(bSelectedAccounts_, baloon);
bSelectedAccounts_->SetLabelText("...");
}
}
else
{
Model_Account::Data* acc = Model_Account::instance().get(accountID_);
accountCheckBox_->SetValue(acc);
bSelectedAccounts_->SetLabelText(acc ? acc->ACCOUNTNAME : _("All"));
bSelectedAccounts_->Enable(acc);
m_selected_accounts_id.Add(accountID_);
}
//Dates
const wxString& begin_date_str = wxString::FromUTF8(GetValueByPointerWithDefault(j_doc, "/DATE1", "").GetString());
const wxString& end_date_str = wxString::FromUTF8(GetValueByPointerWithDefault(j_doc, "/DATE2", "").GetString());
wxDateTime begin_date, end_date;
bool is_begin_date_valid = mmParseISODate(begin_date_str, begin_date);
bool is_end_date_valid = mmParseISODate(end_date_str, end_date);
dateRangeCheckBox_->SetValue(is_begin_date_valid && is_end_date_valid);
fromDateCtrl_->Enable(dateRangeCheckBox_->IsChecked());
toDateControl_->Enable(dateRangeCheckBox_->IsChecked());
fromDateCtrl_->SetValue(begin_date);
toDateControl_->SetValue(end_date);
wxDateEvent date_event;
date_event.SetId(wxID_FIRST);
date_event.SetDate(begin_date);
OnDateChanged(date_event);
date_event.SetId(wxID_LAST);
date_event.SetDate(end_date);
OnDateChanged(date_event);
//Date Period Range
Value& j_period = GetValueByPointerWithDefault(j_doc, "/PERIOD", "");
const wxString& s_range = j_period.IsString() ? wxString::FromUTF8(j_period.GetString()) : "";
rangeChoice_->SetStringSelection(wxGetTranslation(s_range));
datesCheckBox_->SetValue(rangeChoice_->GetSelection() != wxNOT_FOUND && !s_range.empty());
rangeChoice_->Enable(datesCheckBox_->IsChecked());
if (datesCheckBox_->IsChecked())
{
wxCommandEvent evt(wxID_ANY, ID_DATE_RANGE);
evt.SetInt(rangeChoice_->GetSelection());
OnChoice(evt);
}
//Payee
Value& j_payee = GetValueByPointerWithDefault(j_doc, "/PAYEE", "");
const wxString& s_payee = j_payee.IsString() ? wxString::FromUTF8(j_payee.GetString()) : "";
payeeCheckBox_->SetValue(!s_payee.empty());
cbPayee_->Enable(payeeCheckBox_->IsChecked());
cbPayee_->ChangeValue(s_payee);
//Category
Value& j_category = GetValueByPointerWithDefault(j_doc, "/CATEGORY", "");
wxString s_category = j_category.IsString() ? wxString::FromUTF8(j_category.GetString()) : "";
const wxString& delimiter = Model_Infotable::instance().GetStringInfo("CATEG_DELIMITER", ":");
if (delimiter != ":" && s_category.Contains(":"))
{
wxStringTokenizer categ_token(s_category, ":", wxTOKEN_RET_EMPTY_ALL);
wxRegEx regex;
const auto& categ_name = categ_token.GetNextToken();
Model_Category::Data_Set categs = Model_Category::instance().all();
for (const auto& categ : categs) {
if (categ.CATEGNAME == categ_name) {
regex.Compile(categ_name + " ?: ?");
regex.Replace(&s_category, categ_name + delimiter);
break;
}
}
}
categoryCheckBox_->SetValue(!s_category.IsEmpty());
categoryComboBox_->Enable(categoryCheckBox_->IsChecked());
categoryComboBox_->ChangeValue(s_category);
// Sub Category inclusion
Value& j_categorySubCat = GetValueByPointerWithDefault(j_doc, "/SUBCATEGORYINCLUDE", "");
bool subCatCheck = j_categorySubCat.IsBool() ? j_categorySubCat.GetBool() : false;
categorySubCatCheckBox_->SetValue(subCatCheck);
categorySubCatCheckBox_->Enable(categoryCheckBox_->IsChecked());
wxCommandEvent evt(wxEVT_COMBOBOX, mmID_CATEGORY);
OnCategoryChange(evt);
//Status
Value& j_status = GetValueByPointerWithDefault(j_doc, "/STATUS", "");
const wxString& s_status = j_status.IsString() ? wxString::FromUTF8(j_status.GetString()) : "";
choiceStatus_->SetStringSelection(wxGetTranslation(s_status));
statusCheckBox_->SetValue(choiceStatus_->GetSelection() != wxNOT_FOUND && !s_status.empty());
choiceStatus_->Enable(statusCheckBox_->IsChecked());
//Type
Value& j_type = GetValueByPointerWithDefault(j_doc, "/TYPE", "");
const wxString& s_type = j_type.IsString() ? wxString::FromUTF8(j_type.GetString()) : "";
typeCheckBox_->SetValue(!s_type.empty());
cbTypeWithdrawal_->SetValue(s_type.Contains("W"));
cbTypeWithdrawal_->Enable(typeCheckBox_->IsChecked());
cbTypeDeposit_->SetValue(s_type.Contains("D"));
cbTypeDeposit_->Enable(typeCheckBox_->IsChecked());
cbTypeTransferTo_->SetValue(s_type.Contains("T"));
//cbTypeTransferTo_->Enable(typeCheckBox_->IsChecked());
cbTypeTransferFrom_->SetValue(s_type.Contains("F"));
//cbTypeTransferFrom_->Enable(typeCheckBox_->IsChecked());
setTransferTypeCheckBoxes();
bool amt1 = (j_doc.HasMember("AMOUNT_MIN") && j_doc["AMOUNT_MIN"].IsDouble());
bool amt2 = (j_doc.HasMember("AMOUNT_MAX") && j_doc["AMOUNT_MAX"].IsDouble());
amountRangeCheckBox_->SetValue(amt1 || amt2);
amountMinEdit_->Enable(amt1);
amountMaxEdit_->Enable(amt2);
if (amt1) {
amountMinEdit_->SetValue(j_doc["AMOUNT_MIN"].GetDouble());
}
else {
amountMinEdit_->ChangeValue("");
}
if (amt2) {
amountMaxEdit_->SetValue(j_doc["AMOUNT_MAX"].GetDouble());
}
else {
amountMaxEdit_->ChangeValue("");
}
//Number
wxString s_number;
if (j_doc.HasMember("NUMBER") && j_doc["NUMBER"].IsString()) {
transNumberCheckBox_->SetValue(true);
Value& s = j_doc["NUMBER"];
s_number = wxString::FromUTF8(s.GetString());
}
else {
transNumberCheckBox_->SetValue(false);
}
transNumberEdit_->Enable(transNumberCheckBox_->IsChecked());
transNumberEdit_->ChangeValue(s_number);
//Notes
wxString s_notes;
if (j_doc.HasMember("NOTES") && j_doc["NOTES"].IsString()) {
notesCheckBox_->SetValue(true);
Value& s = j_doc["NOTES"];
s_notes = wxString::FromUTF8(s.GetString());
}
else {
notesCheckBox_->SetValue(false);
}
notesEdit_->Enable(notesCheckBox_->IsChecked());
notesEdit_->ChangeValue(s_notes);
//Colour
m_color_value = -1;
colorCheckBox_->SetValue(false);
if (j_doc.HasMember("COLOR") && j_doc["COLOR"].IsInt()) {
colorCheckBox_->SetValue(true);
m_color_value = j_doc["COLOR"].GetInt();
}
colorButton_->Enable(colorCheckBox_->IsChecked());
colorButton_->SetBackgroundColor(m_color_value);
colorButton_->Refresh(); // Needed as setting the background color does not cause an immediate refresh
//Custom Fields
bool is_custom_found = false;
const wxString RefType = Model_Attachment::reftype_desc(Model_Attachment::TRANSACTION);
for (const auto& i : Model_CustomField::instance().find(Model_CustomField::DB_Table_CUSTOMFIELD_V1::REFTYPE(RefType)))
{
const auto entry = wxString::Format("CUSTOM%i", i.FIELDID);
if (j_doc.HasMember(entry.c_str())) {
const auto value = j_doc[const_cast<char*>(static_cast<const char*>(entry.mb_str()))].GetString();
m_custom_fields->SetStringValue(i.FIELDID, value, true);
is_custom_found = true;
}
else
{
m_custom_fields->SetStringValue(i.FIELDID, "");
}
}
/*******************************************************
Presentation Options
*******************************************************/
//Hide Columns
Value& j_columns = GetValueByPointerWithDefault(j_doc, "/COLUMN", "");
m_selected_columns_id.Clear();
if (j_columns.IsArray())
{
for (rapidjson::SizeType i = 0; i < j_columns.Size(); i++)
{
wxASSERT(j_columns[i].IsInt());
const int colID = j_columns[i].GetInt();
m_selected_columns_id.Add(colID);
}
showColumnsCheckBox_->SetValue(true);
bHideColumns_->SetLabelText("...");
}
else
{
showColumnsCheckBox_->SetValue(false);
bHideColumns_->SetLabelText("");
}
bHideColumns_->Enable(showColumnsCheckBox_->IsChecked());
//Group By
Value& j_groupBy = GetValueByPointerWithDefault(j_doc, "/GROUPBY", "");
const wxString& s_groupBy = j_groupBy.IsString() ? wxString::FromUTF8(j_groupBy.GetString()) : "";
groupByCheckBox_->SetValue(!s_groupBy.empty());
bGroupBy_->Enable(groupByCheckBox_->IsChecked() && isReportMode_);
bGroupBy_->SetStringSelection(s_groupBy);
if (is_custom_found) {
m_custom_fields->ShowCustomPanel();
}
}
void mmFilterTransactionsDialog::mmDoInitSettingNameChoice(wxString sel) const
{
m_setting_name->Clear();
if (isReportMode_)
m_setting_name->Append("", new wxStringClientData("{}"));
if (isMultiAccount_)
{
wxArrayString filter_settings = Model_Infotable::instance().GetArrayStringSetting(m_filter_key, true);
for (const auto& data : filter_settings)
{
Document j_doc;
if (j_doc.Parse(data.utf8_str()).HasParseError()) {
j_doc.Parse("{}");
}
Value& j_label = GetValueByPointerWithDefault(j_doc, "/LABEL", "");
const wxString& s_label = j_label.IsString() ? wxString::FromUTF8(j_label.GetString()) : "";
m_setting_name->Append(s_label, new wxStringClientData(data));
}
}
else
{
Model_Account::Data* acc = Model_Account::instance().get(accountID_);
wxString account_name = acc ? acc->ACCOUNTNAME : "";
m_setting_name->Append(account_name, new wxStringClientData(account_name));
sel = "";
}
if (m_setting_name->GetCount() > 0) {
if (sel.empty())
m_setting_name->SetSelection(0);
else
m_setting_name->SetStringSelection(sel);
}
}
void mmFilterTransactionsDialog::mmDoCreateControls()
{
wxBoxSizer* box_sizer = new wxBoxSizer(wxHORIZONTAL);
wxBoxSizer* box_sizer1 = new wxBoxSizer(wxHORIZONTAL);
wxBoxSizer* box_sizer2 = new wxBoxSizer(wxVERTICAL);
wxBoxSizer* custom_fields_box_sizer = new wxBoxSizer(wxVERTICAL);
box_sizer->Add(box_sizer1, g_flagsExpand);
box_sizer1->Add(box_sizer2, g_flagsExpand);
box_sizer1->Add(custom_fields_box_sizer, g_flagsExpand);
this->SetSizer(box_sizer);
/******************************************************************************
Items Panel
*******************************************************************************/
wxStaticBox* static_box_sizer = new wxStaticBox(this, wxID_ANY, _("Specify"));
wxStaticBoxSizer* itemStaticBoxSizer4 = new wxStaticBoxSizer(static_box_sizer, wxVERTICAL);
box_sizer2->Add(itemStaticBoxSizer4, 1, wxGROW | wxALL, 5);
wxPanel* itemPanel = new wxPanel(this, wxID_ANY, wxDefaultPosition, wxDefaultSize, wxTAB_TRAVERSAL);
itemStaticBoxSizer4->Add(itemPanel, g_flagsExpand);
wxBoxSizer* itemBoxSizer4 = new wxBoxSizer(wxVERTICAL);
wxFlexGridSizer* itemPanelSizer = new wxFlexGridSizer(0, 2, 0, 0);
itemPanelSizer->AddGrowableCol(1, 1);
itemPanel->SetSizer(itemBoxSizer4);
itemBoxSizer4->Add(itemPanelSizer, g_flagsExpand);
// Account
accountCheckBox_ = new wxCheckBox(itemPanel, ID_ACCOUNT_CB, _("Account")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(accountCheckBox_, g_flagsH);
bSelectedAccounts_ = new wxButton(itemPanel, wxID_STATIC, _("All"));
bSelectedAccounts_->SetMinSize(wxSize(180, -1));
bSelectedAccounts_->Connect(wxID_ANY, wxEVT_COMMAND_BUTTON_CLICKED
, wxCommandEventHandler(mmFilterTransactionsDialog::OnAccountsButton), nullptr, this);
itemPanelSizer->Add(bSelectedAccounts_, g_flagsExpand);
// Period Range
datesCheckBox_ = new wxCheckBox(itemPanel, ID_PERIOD_CB, _("Period Range")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(datesCheckBox_, g_flagsH);
rangeChoice_ = new wxChoice(itemPanel, ID_DATE_RANGE);
rangeChoice_->SetName("DateRanges");
for (const auto& date_range : m_all_date_ranges) {
rangeChoice_->Append(date_range.get()->local_title());
}
itemPanelSizer->Add(rangeChoice_, g_flagsExpand);
// Date Range
dateRangeCheckBox_ = new wxCheckBox(itemPanel, ID_DATE_RANGE_CB, _("Date Range")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(dateRangeCheckBox_, g_flagsH);
fromDateCtrl_ = new mmDatePickerCtrl(itemPanel, wxID_FIRST, wxDefaultDateTime
, wxDefaultPosition, wxDefaultSize, wxDP_DROPDOWN);
toDateControl_ = new mmDatePickerCtrl(itemPanel, wxID_LAST, wxDefaultDateTime
, wxDefaultPosition, wxDefaultSize, wxDP_DROPDOWN);
wxBoxSizer* dateSizer = new wxBoxSizer(wxHORIZONTAL);
dateSizer->Add(fromDateCtrl_, g_flagsExpand);
dateSizer->AddSpacer(5);
dateSizer->Add(toDateControl_, g_flagsExpand);
itemPanelSizer->Add(dateSizer, wxSizerFlags(g_flagsExpand).Border(0));
// Payee
payeeCheckBox_ = new wxCheckBox(itemPanel, wxID_ANY, _("Payee")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(payeeCheckBox_, g_flagsH);
cbPayee_ = new mmComboBoxPayee(itemPanel, mmID_PAYEE);
cbPayee_->SetMinSize(wxSize(220, -1));
itemPanelSizer->Add(cbPayee_, g_flagsExpand);
// Category
categoryCheckBox_ = new wxCheckBox(itemPanel, wxID_ANY, _("Category")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(categoryCheckBox_, g_flagsH);
categoryComboBox_ = new mmComboBoxCategory(itemPanel, mmID_CATEGORY);
categoryComboBox_->Bind(wxEVT_COMBOBOX, &mmFilterTransactionsDialog::OnCategoryChange, this);
categoryComboBox_->Bind(wxEVT_KILL_FOCUS, &mmFilterTransactionsDialog::OnCategoryChange, this);
itemPanelSizer->Add(categoryComboBox_, g_flagsExpand);
// Category sub-category checkbox
categorySubCatCheckBox_ = new wxCheckBox(itemPanel, wxID_ANY, _("Include all sub-categories")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
categorySubCatCheckBox_->Bind(wxEVT_CHECKBOX, &mmFilterTransactionsDialog::OnCategoryChange, this);
itemPanelSizer->AddSpacer(1);
itemPanelSizer->Add(categorySubCatCheckBox_, g_flagsExpand);
// Status
statusCheckBox_ = new wxCheckBox(itemPanel, wxID_ANY, _("Status")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(statusCheckBox_, g_flagsH);
choiceStatus_ = new wxChoice(itemPanel, wxID_ANY);
for (const auto& i : TRANSACTION_STATUSES)
choiceStatus_->Append(wxGetTranslation(i), new wxStringClientData(i));
itemPanelSizer->Add(choiceStatus_, g_flagsExpand);
mmToolTip(choiceStatus_, _("Specify the status for the transaction"));
// Type
typeCheckBox_ = new wxCheckBox(itemPanel, wxID_ANY, _("Type")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
wxFlexGridSizer* typeSizer = new wxFlexGridSizer(0, 2, 0, 0);
typeSizer->AddGrowableCol(0, 1);
typeSizer->AddGrowableCol(1, 1);
cbTypeWithdrawal_ = new wxCheckBox(itemPanel, wxID_ANY, _("Withdrawal")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
cbTypeDeposit_ = new wxCheckBox(itemPanel, wxID_ANY, _("Deposit")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
cbTypeTransferTo_ = new wxCheckBox(itemPanel, wxID_ANY, _("Transfer Out")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
cbTypeTransferFrom_ = new wxCheckBox(itemPanel, wxID_ANY, _("Transfer In")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(typeCheckBox_, g_flagsH);
itemPanelSizer->Add(typeSizer, g_flagsExpand);
typeSizer->Add(cbTypeWithdrawal_, 1, wxALIGN_LEFT | wxALIGN_CENTER_VERTICAL | wxALL, 2);
typeSizer->Add(cbTypeDeposit_, 1, wxALIGN_LEFT | wxALIGN_CENTER_VERTICAL | wxALL, 2);
typeSizer->Add(cbTypeTransferTo_, 1, wxALIGN_LEFT | wxALIGN_CENTER_VERTICAL | wxALL, 2);
typeSizer->Add(cbTypeTransferFrom_, 1, wxALIGN_LEFT | wxALIGN_CENTER_VERTICAL | wxALL, 2);
typeSizer->AddSpacer(2);
// Amount
amountRangeCheckBox_ = new wxCheckBox(itemPanel, wxID_ANY, _("Amount Range")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(amountRangeCheckBox_, g_flagsH);
amountMinEdit_ = new mmTextCtrl(itemPanel, wxID_ANY, ""
, wxDefaultPosition, wxDefaultSize, wxALIGN_RIGHT | wxTE_PROCESS_ENTER
, mmCalcValidator());
amountMaxEdit_ = new mmTextCtrl(itemPanel, wxID_ANY, ""
, wxDefaultPosition, wxDefaultSize, wxALIGN_RIGHT | wxTE_PROCESS_ENTER
, mmCalcValidator());
wxBoxSizer* amountSizer = new wxBoxSizer(wxHORIZONTAL);
amountSizer->Add(amountMinEdit_, g_flagsExpand);
amountSizer->Add(amountMaxEdit_, g_flagsExpand);
itemPanelSizer->Add(amountSizer, wxSizerFlags(g_flagsExpand).Border(0));
// Number
transNumberCheckBox_ = new wxCheckBox(itemPanel, wxID_ANY, _("Number")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(transNumberCheckBox_, g_flagsH);
transNumberEdit_ = new wxTextCtrl(itemPanel, wxID_ANY);
itemPanelSizer->Add(transNumberEdit_, g_flagsExpand);
// Notes
notesCheckBox_ = new wxCheckBox(itemPanel, wxID_ANY, _("Notes")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(notesCheckBox_, g_flagsH);
notesEdit_ = new wxTextCtrl(itemPanel, wxID_ANY);
itemPanelSizer->Add(notesEdit_, g_flagsExpand);
notesEdit_->SetHint("*");
mmToolTip(notesEdit_,
_("Enter any string to find it in transaction notes") + "\n\n" +
_("Tips: You can use wildcard characters - question mark (?), asterisk (*) - in your search criteria.") + "\n" +
_("Use the question mark (?) to find any single character - for example, s?t finds 'sat' and 'set'.") + "\n" +
_("Use the asterisk (*) to find any number of characters - for example, s*d finds 'sad' and 'started'.") + "\n" +
_("Use the asterisk (*) in the begin to find any string in the middle of the sentence.") + "\n" +
_("Use regex: to match using regular expressions.")
);
// Colour
colorCheckBox_ = new wxCheckBox(itemPanel, wxID_ANY, _("Color")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
itemPanelSizer->Add(colorCheckBox_, g_flagsH);
colorButton_ = new mmColorButton(itemPanel, wxID_HIGHEST);
itemPanelSizer->Add(colorButton_, g_flagsExpand);
/******************************************************************************
Presentation Panel
*******************************************************************************/
wxPanel* presPanel = new wxPanel(this, wxID_ANY, wxDefaultPosition, wxDefaultSize, wxTAB_TRAVERSAL);
if (isReportMode_) {
wxStaticBox* static_box_sizer_pres = new wxStaticBox(this, wxID_ANY, _("Presentation Options"));
wxStaticBoxSizer* itemStaticBoxSizer_pres = new wxStaticBoxSizer(static_box_sizer_pres, wxVERTICAL);
box_sizer2->Add(itemStaticBoxSizer_pres, wxSizerFlags(g_flagsExpand).Proportion(0));
itemStaticBoxSizer_pres->Add(presPanel, g_flagsExpand);
}
wxBoxSizer* presBoxSizer = new wxBoxSizer(wxVERTICAL);
wxFlexGridSizer* presPanelSizer = new wxFlexGridSizer(0, 2, 0, 0);
presPanelSizer->AddGrowableCol(1, 1);
presPanel->SetSizer(presBoxSizer);
presBoxSizer->Add(presPanelSizer, g_flagsExpand);
//Hide columns
showColumnsCheckBox_ = new wxCheckBox(presPanel, wxID_ANY, _("Hide Columns")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
presPanelSizer->Add(showColumnsCheckBox_, g_flagsH);
bHideColumns_ = new wxButton(presPanel, ID_DIALOG_COLUMNS, "");
bHideColumns_->SetMinSize(wxSize(180, -1));
bHideColumns_->Connect(wxID_ANY, wxEVT_COMMAND_BUTTON_CLICKED
, wxCommandEventHandler(mmFilterTransactionsDialog::OnShowColumnsButton), nullptr, this);
presPanelSizer->Add(bHideColumns_, g_flagsExpand);
//Group By
groupByCheckBox_ = new wxCheckBox(presPanel, wxID_ANY, _("Group By")
, wxDefaultPosition, wxDefaultSize, wxCHK_2STATE);
presPanelSizer->Add(groupByCheckBox_, g_flagsH);
bGroupBy_ = new wxChoice(presPanel, wxID_ANY);
for (const auto& i : GROUPBY_OPTIONS) {
bGroupBy_->Append(wxGetTranslation(i), new wxStringClientData(i));
}
presPanelSizer->Add(bGroupBy_, g_flagsExpand);
mmToolTip(bGroupBy_, _("Specify how the report should be grouped"));
// Settings
wxBoxSizer* settings_box_sizer = new wxBoxSizer(wxHORIZONTAL);
wxBoxSizer* settings_sizer = new wxBoxSizer(wxVERTICAL);
settings_sizer->Add(settings_box_sizer, wxSizerFlags(g_flagsExpand).Border(wxALL, 0));
if (isMultiAccount_) {
wxStaticText* settings = new wxStaticText(this, wxID_ANY, _("Settings"));
settings_box_sizer->Add(settings, g_flagsH);
settings_box_sizer->AddSpacer(5);
}
m_setting_name = new wxChoice(this, wxID_APPLY);
settings_box_sizer->Add(m_setting_name, g_flagsExpand);
mmDoInitSettingNameChoice();
m_setting_name->Connect(wxID_APPLY, wxEVT_COMMAND_CHOICE_SELECTED
, wxCommandEventHandler(mmFilterTransactionsDialog::OnSettingsSelected), nullptr, this);
settings_box_sizer->AddSpacer(5);
m_btnSaveAs = new wxBitmapButton(this, wxID_SAVEAS, mmBitmapBundle(png::SAVE, mmBitmapButtonSize));
settings_box_sizer->Add(m_btnSaveAs, g_flagsH);
mmToolTip(m_btnSaveAs, _("Save active values into current Preset selection"));
m_btnSaveAs->Connect(wxID_SAVEAS, wxEVT_COMMAND_BUTTON_CLICKED
, wxCommandEventHandler(mmFilterTransactionsDialog::OnSaveSettings), nullptr, this);
m_itemButtonClear = new wxBitmapButton(this, wxID_CLEAR, mmBitmapBundle(png::CLEAR, mmBitmapButtonSize));
mmToolTip(m_itemButtonClear, _("Delete current Preset selection"));
settings_box_sizer->Add(m_itemButtonClear, g_flagsH);
box_sizer2->Add(settings_sizer, wxSizerFlags(g_flagsExpand).Border(wxALL, 0).Proportion(0));
/******************************************************************************
Button Panel with OK/Cancel buttons
*******************************************************************************/
wxPanel* button_panel = new wxPanel(this, wxID_ANY, wxDefaultPosition, wxDefaultSize, wxTAB_TRAVERSAL);
box_sizer2->Add(button_panel, wxSizerFlags(g_flagsV).Center());
wxBoxSizer* button_sizer = new wxBoxSizer(wxHORIZONTAL);
button_panel->SetSizer(button_sizer);
wxButton* button_ok = new wxButton(button_panel, wxID_OK, _("&OK "));
wxButton* button_cancel = new wxButton(button_panel, wxID_CANCEL, wxGetTranslation(g_CancelLabel));
button_cancel->SetFocus();
wxBitmapButton* button_hide = new wxBitmapButton(button_panel
, ID_BTN_CUSTOMFIELDS, mmBitmapBundle(png::RIGHTARROW, mmBitmapButtonSize));
mmToolTip(button_hide, _("Show/Hide custom fields window"));
if (m_custom_fields->GetCustomFieldsCount() == 0) {
button_hide->Hide();
}
button_sizer->Add(button_ok, wxSizerFlags(g_flagsH).Border(wxBOTTOM | wxRIGHT, 10));
button_sizer->Add(button_cancel, wxSizerFlags(g_flagsH).Border(wxBOTTOM | wxRIGHT, 10));
button_sizer->Add(button_hide, wxSizerFlags(g_flagsH).Border(wxBOTTOM | wxRIGHT, 10));
// Custom fields -----------------------------------
m_custom_fields->FillCustomFields(custom_fields_box_sizer);
auto cf_count = m_custom_fields->GetCustomFieldsCount();
if (cf_count > 0) {
wxCommandEvent evt(wxEVT_BUTTON, ID_BTN_CUSTOMFIELDS);
OnMoreFields(evt);
}
if (!isMultiAccount_)
{
bSelectedAccounts_->Disable();
bSelectedAccounts_->Hide();
accountCheckBox_->Disable();
accountCheckBox_->Hide();
m_setting_name->Disable();
m_itemButtonClear->Hide();
m_btnSaveAs->Hide();
m_setting_name->Hide();
}
if (!isReportMode_) {
groupByCheckBox_->Disable();
bGroupBy_->Disable();
showColumnsCheckBox_->Disable();
bHideColumns_->Disable();
groupByCheckBox_->Hide();
bGroupBy_->Hide();
showColumnsCheckBox_->Hide();
bHideColumns_->Hide();
}
Fit();
wxCommandEvent e(wxID_APPLY);
OnSettingsSelected(e);
Center();
this->SetSizer(box_sizer);
}
void mmFilterTransactionsDialog::setTransferTypeCheckBoxes()
{
if (accountCheckBox_->IsChecked())
{
cbTypeTransferFrom_->Show();
cbTypeTransferFrom_->Enable();
cbTypeTransferTo_->SetLabel(_("Transfer Out"));
Layout();
bSelectedAccounts_->Enable(accountCheckBox_->IsEnabled());
}
else
{
m_selected_accounts_id.clear();
bSelectedAccounts_->SetLabelText(_("All"));
cbTypeTransferFrom_->Hide();
cbTypeTransferFrom_->Disable();
cbTypeTransferTo_->SetLabel(_("Transfer"));
Layout();
bSelectedAccounts_->Disable();
}
}
void mmFilterTransactionsDialog::OnCheckboxClick(wxCommandEvent& event)
{
int id = event.GetId();
switch (id)
{
case ID_PERIOD_CB:
{
if (dateRangeCheckBox_->IsChecked())
dateRangeCheckBox_->SetValue(false);
wxCommandEvent evt(wxID_ANY, ID_DATE_RANGE);
evt.SetInt(rangeChoice_->GetSelection());
OnChoice(evt);
break;
}
case ID_DATE_RANGE_CB:
if (datesCheckBox_->IsChecked())
datesCheckBox_->SetValue(false);
break;
case ID_ACCOUNT_CB:
{
setTransferTypeCheckBoxes();
break;
}
}
cbPayee_->Enable(payeeCheckBox_->IsChecked());
categoryComboBox_->Enable(categoryCheckBox_->IsChecked());
categorySubCatCheckBox_->Enable(categoryCheckBox_->IsChecked());
choiceStatus_->Enable(statusCheckBox_->IsChecked());
cbTypeWithdrawal_->Enable(typeCheckBox_->IsChecked());
cbTypeDeposit_->Enable(typeCheckBox_->IsChecked());
cbTypeTransferTo_->Enable(typeCheckBox_->IsChecked());
cbTypeTransferFrom_->Enable(typeCheckBox_->IsChecked());
amountMinEdit_->Enable(amountRangeCheckBox_->IsChecked());
amountMaxEdit_->Enable(amountRangeCheckBox_->IsChecked());
notesEdit_->Enable(notesCheckBox_->IsChecked());
transNumberEdit_->Enable(transNumberCheckBox_->IsChecked());
rangeChoice_->Enable(datesCheckBox_->IsChecked());
fromDateCtrl_->Enable(dateRangeCheckBox_->IsChecked());
toDateControl_->Enable(dateRangeCheckBox_->IsChecked());
colorButton_->Enable(colorCheckBox_->IsChecked());
bHideColumns_->Enable(showColumnsCheckBox_->IsChecked());
bGroupBy_->Enable(groupByCheckBox_->IsChecked() && isReportMode_);
event.Skip();
}
bool mmFilterTransactionsDialog::mmIsValuesCorrect() const
{
if (accountCheckBox_->IsChecked() && m_selected_accounts_id.empty()) {
mmErrorDialogs::ToolTip4Object(bSelectedAccounts_, _("Account"), _("Invalid value"), wxICON_ERROR);
return false;
}
if (dateRangeCheckBox_->IsChecked())
{
if (m_begin_date > m_end_date)
{
const auto today = wxDate::Today().FormatISODate();
int id = m_begin_date >= today ? fromDateCtrl_->GetId() : toDateControl_->GetId();
mmErrorDialogs::ToolTip4Object(FindWindow(id), _("Date"), _("Invalid value"), wxICON_ERROR);
return false;
}
}
if (datesCheckBox_->IsChecked() && rangeChoice_->GetSelection() == wxNOT_FOUND) {
mmErrorDialogs::ToolTip4Object(rangeChoice_, _("Date"), _("Invalid value"), wxICON_ERROR);
return false;
}
if (mmIsPayeeChecked())
{
bool ok = false;
const auto& value = cbPayee_->mmGetPattern();
if (value.empty()) {
mmErrorDialogs::ToolTip4Object(categoryComboBox_, _("Empty value"), _("Payee"), wxICON_ERROR);
return false;
}
wxRegEx pattern(value);
if (pattern.IsValid())
{
pattern.Compile("^(" + value + ")$", wxRE_ICASE | wxRE_ADVANCED);
Model_Payee::Data_Set payees = Model_Payee::instance().all();
for (const auto& payee : payees)
{
if (pattern.Matches(payee.PAYEENAME)) {
ok = true;
break;
}
}
if (ok == false) {
if (wxMessageBox(wxString::Format(_("This name does not currently match any payees.\n"
"Do you want to continue to use it?\n%s"), value)
, _("Invalid value"), wxYES_NO | wxICON_INFORMATION) == wxNO)
{
return false;
}
}
}
else
return false;
}
if (mmIsCategoryChecked())
{
const auto& value = categoryComboBox_->GetValue();
if (value.empty()) {
mmErrorDialogs::ToolTip4Object(categoryComboBox_, _("Empty value"), _("Category"), wxICON_ERROR);
return false;
}
wxRegEx pattern(value, wxRE_ADVANCED);
if (!pattern.IsValid() || m_selected_categories_id.empty()) {
mmErrorDialogs::ToolTip4Object(categoryComboBox_, _("Invalid value"), _("Category"), wxICON_ERROR);
return false;
}
}
if (mmIsStatusChecked() && choiceStatus_->GetSelection() == wxNOT_FOUND) {
mmErrorDialogs::ToolTip4Object(choiceStatus_, _("Invalid value"), _("Status"), wxICON_ERROR);
return false;
}
if (mmIsTypeChecked() && mmGetTypes().empty()) {
mmErrorDialogs::ToolTip4Object(cbTypeWithdrawal_, _("Invalid value"), _("Type"), wxICON_ERROR);
return false;
}
if (amountRangeCheckBox_->IsChecked())
{
Model_Currency::Data* currency = Model_Currency::GetBaseCurrency();
int currency_precision = Model_Currency::precision(currency);
double min_amount = 0;
if (!amountMinEdit_->Calculate(currency_precision))
{
amountMinEdit_->GetDouble(min_amount);
mmErrorDialogs::ToolTip4Object(amountMinEdit_, _("Invalid value"), _("Amount"), wxICON_ERROR);
return false;
}
if (!amountMaxEdit_->Calculate(currency_precision))
{
double max_amount = 0;
amountMaxEdit_->GetDouble(max_amount);
if (max_amount < min_amount) {
mmErrorDialogs::ToolTip4Object(amountMaxEdit_, _("Invalid value"), _("Amount"), wxICON_ERROR);
return false;
}
}
}
if (mmIsColorChecked())
{
if (m_color_value < 1 || m_color_value > 7) {
mmErrorDialogs::ToolTip4Object(colorButton_, _("Invalid value"), _("Color"), wxICON_ERROR);
return false;
}
}
if (showColumnsCheckBox_->IsChecked())
{
if (m_selected_columns_id.empty()) {
mmErrorDialogs::ToolTip4Object(bHideColumns_, _("Invalid value"), _("Hide Columns"), wxICON_ERROR);
return false;
}
}
if (groupByCheckBox_->IsChecked() && bGroupBy_->GetSelection() == wxNOT_FOUND) {
mmErrorDialogs::ToolTip4Object(bGroupBy_, _("Invalid value"), _("Group By"), wxICON_ERROR);
return false;
}
if (!m_custom_fields->ValidateCustomValues(NULL)) {
return false;
}
return true;
}
void mmFilterTransactionsDialog::OnButtonOkClick(wxCommandEvent& /*event*/)
{
if (mmIsValuesCorrect())
{
mmDoSaveSettings();