/*
    SPDX-FileCopyrightText: 2000-2002 Michael Edwardes <mte@users.sourceforge.net>
    SPDX-FileCopyrightText: 2001 Felix Rodriguez <frodriguez@users.sourceforge.net>
    SPDX-FileCopyrightText: 2002-2003 Kevin Tambascio <ktambascio@users.sourceforge.net>
    SPDX-FileCopyrightText: 2006-2019 Thomas Baumgart <tbaumgart@kde.org>
    SPDX-FileCopyrightText: 2006 Ace Jones <acejones@users.sourceforge.net>
    SPDX-FileCopyrightText: 2017-2018 Łukasz Wojniłowicz <lukasz.wojnilowicz@gmail.com>
    SPDX-License-Identifier: GPL-2.0-or-later
*/

#ifndef MYMONEYACCOUNT_H
#define MYMONEYACCOUNT_H

// ----------------------------------------------------------------------------
// QT Includes

#include <QMetaType>

// ----------------------------------------------------------------------------
// Project Includes

#include "kmm_mymoney_export.h"
#include "mymoneykeyvaluecontainer.h"
#include "mymoneyobject.h"
#include "mymoneyunittestable.h"

class QString;
class QDate;
class MyMoneyMoney;
class MyMoneySecurity;
class MyMoneySplit;
class payeeIdentifier;
namespace eMyMoney {
namespace Account {
enum class Type;
enum class Standard;
enum class PayeeCreation;
}
}
namespace Icons {
enum class Icon;
}

namespace eMyMoney {
namespace Invest {
enum class PriceMode;
}
}

template <class T> class payeeIdentifierTyped;

/**
  * A representation of an account.
  * This object represents any type of account, those held at an
  * institution as well as the accounts used for double entry
  * accounting.
  *
  * Currently, the following account types are known:
  *
  * @li  Unknown
  * @li  Checkings
  * @li  Savings
  * @li  Cash
  * @li  CreditCard
  * @li  Loan (collected)
  * @li  CertificateDep
  * @li  Investment
  * @li  MoneyMarket
  * @li  Currency
  * @li  Asset
  * @li  Liability
  * @li  Income
  * @li  Expense
  * @li  Loan (given)
  * @li  Stock
  * @li  Equity
  *
  * @see MyMoneyInstitution
  * @see MyMoneyFile
  *
  * @author Michael Edwardes 2000-2001
  * @author Thomas Baumgart 2002
  * @author Łukasz Wojniłowicz 2017
  *
**/

class MyMoneyAccountPrivate;
class MyMoneyAccountLoan;
class KMM_MYMONEY_EXPORT MyMoneyAccount : public MyMoneyObject, public MyMoneyKeyValueContainer /*, public MyMoneyPayeeIdentifierContainer */
{
    Q_DECLARE_PRIVATE_D(MyMoneyObject::d_ptr, MyMoneyAccount)
    friend MyMoneyAccountLoan;

    KMM_MYMONEY_UNIT_TESTABLE

protected:
    explicit MyMoneyAccount(MyMoneyAccountPrivate* dd, const MyMoneyAccount& other);

public:
    /**
      * This is the constructor for a new empty account
      */
    MyMoneyAccount();
    explicit MyMoneyAccount(const QString &id);

    /**
      * This is the constructor for a new account known to the current file
      * This is the only constructor that will set the attribute m_openingDate
      * to a correct value.
      *
      * @param id id assigned to the account
      * @param right account definition
      */
    MyMoneyAccount(const QString& id,
                   const MyMoneyAccount& other);

    MyMoneyAccount(const MyMoneyAccount & other);
    MyMoneyAccount(MyMoneyAccount && other);
    MyMoneyAccount & operator=(MyMoneyAccount other);
    friend void swap(MyMoneyAccount& first, MyMoneyAccount& second);

    /**
      * This is the destructor for any MyMoneyAccount object
      */
    ~MyMoneyAccount();

    /**
      * This operator tests for equality of two MyMoneyAccount objects
      */
    bool operator == (const MyMoneyAccount &) const;

    /**
      * This converts the account type into one of the five
      * major account types liability, asset, expense, income or equity.
      *
      * The current assignment is as follows:
      *
      * - Asset
      *   - Asset
      *   - Checkings
      *   - Savings
      *   - Cash
      *   - Currency
      *   - Investment
      *   - MoneyMarket
      *   - CertificateDep
      *   - AssetLoan
      *   - Stock
      *
      * - Liability
      *   - Liability
      *   - CreditCard
      *   - Loan
      *
      * - Income
      *   - Income
      *
      * - Expense
      *   - Expense
      *
      * - Equity
      *   - Equity
      *
      * @return accountTypeE of major account type
      */
    eMyMoney::Account::Type accountGroup() const;

    /**
     * Return the account group for a given account @a type.
     */
    static eMyMoney::Account::Type accountGroup(eMyMoney::Account::Type type);

    /**
      * This method returns the id of the MyMoneyInstitution object this account
      * belongs to.
      * @return id of MyMoneyInstitution object. QString() if it is
      *         an internal account
      * @see setInstitution
      */
    QString institutionId() const;

    /**
      * This method is used to set the id of the institution this account
      * belongs to.
      *
      * @param id id of the institution this account belongs to
      * @see institution
      */
    void setInstitutionId(const QString& id);

    /**
      * This method returns the name of the account
      * @return name of account
      * @see setName()
      */
    QString name() const;

    /**
      * This method is used to set the name of the account
      * @param name name of the account
      * @see name
      */
    void setName(const QString& name);

    /**
      * This method returns the number of the account at the institution
      * @return number of account at the institution
      * @see setNumber
      */
    QString number() const;

    /**
      * This method is used to set the number of the account at the institution
      * @param number number of the account
      * @see number
      */
    void setNumber(const QString& number);

    /**
      * This method returns the descriptive text of the account.
      * @return description of account
      * @see setDescription
      */
    QString description() const;

    /**
      * This method is used to set the descriptive text of the account
      *
      * @param desc text that serves as description
      * @see setDescription
      */
    void setDescription(const QString& desc);

    /**
      * This method returns the opening date of this account
      * @return date of opening of this account as const QDate value
      * @see setOpeningDate()
      */
    QDate openingDate() const;

    /**
      * This method is used to set the opening date information of an
      * account.
      *
      * @param date QDate of opening date
      * @see openingDate
      */
    void setOpeningDate(const QDate& date);

    /**
      * This method returns the date of the last reconciliation of this account
      * @return date of last reconciliation as const QDate value
      * @see setLastReconciliationDate
      */
    QDate lastReconciliationDate() const;

    /**
      * This method is used to set the date of the last reconciliation
      * of an account.
      * @param date QDate of last reconciliation
      * @see lastReconciliationDate
      */
    void setLastReconciliationDate(const QDate& date);

    /**
      * This method returns the date the account was last modified
      * @return date of last modification as const QDate value
      * @see setLastModified
      */
    QDate lastModified() const;

    /**
      * This method is used to modify the date of the last
      * modification access.
      * @param date date of last modification
      * @see lastModified
      */
    void setLastModified(const QDate& date);

    /**
      * This method is used to return the ID of the parent account
      * @return QString with the ID of the parent of this account
      */
    QString parentAccountId() const;

    /**
      * This method is used to set a new parent account id
      * @param parent QString reference to new parent account
      */
    void setParentAccountId(const QString& parent);

    /**
      * This method returns the list of the account id's of
      * subordinate accounts
      * @return QStringList account ids
      */
    QStringList accountList() const;

    /**
      * This method returns the number of entries in the m_accountList
      * @return number of entries in the accountList
      */
    int accountCount() const;

    /**
      * This method is used to add an account id as sub-ordinate account
      * @param account const QString reference to account ID
      */
    void addAccountId(const QString& account);

    /**
      * This method is used to remove an account from the list of
      * sub-ordinate accounts.
      * @param account const QString reference to account ID to be removed
      */
    void removeAccountId(const QString& account);

    /**
      * This method is used to remove all accounts from the list of
      * sub-ordinate accounts.
      */
    void removeAccountIds();

    /**
     * Return the stored account identifiers
     *
     * @internal This method is temporary until MyMoneyAccount is a MyMoneyPayeeIdentifierContainer. But before this
     * can happen the account numbers and iban kvp data must be moved there.
     */
    QList< payeeIdentifier > payeeIdentifiers() const;

    /**
      * This method is used to update m_lastModified to the current date
      */
    void touch();

    /**
      * This method returns the type of the account.
      */
    eMyMoney::Account::Type accountType() const;

    /**
      * This method is used to change the account type
      *
      * @param type account type
      */
    void setAccountType(const eMyMoney::Account::Type type);

    /**
      * This method retrieves the id of the currency used with this account.
      * If the return value is empty, the base currency should be used.
      *
      * @return id of currency
      */
    QString currencyId() const;

    /** There are three different currencies in play with a single Account:
    *   - The underlying currency: What currency the account itself is denominated in
    *   - The deep currency: The underlying currency's own underlying currency.  This
    *      is only a factor if the underlying currency of this account IS NOT a
    *      currency itself, but is some other kind of security.  In that case, the
    *      underlying security has its own currency.  The deep currency is the
    *      currency of the underlying security.  On the other hand, if the account
    *      has a currency itself, then the deep currency == the underlying currency,
    *      and this function will return 1.0.
    *   - The base currency: The base currency of the user's overall file
    *
    * @return id of deep currency
    */
    QString tradingCurrencyId() const;

    /**
      * Determine if this account's deep currency is different from the file's
      * base currency
      *
      * @return bool True if this account is in a foreign currency
      */
    bool isForeignCurrency() const;

    /**
      * This method sets the id of the currency used with this account.
      *
      * @param id ID of currency to be associated with this account.
      */
    void setCurrencyId(const QString& id);

    /**
      * This member returns the balance of this account based on
      * all transactions stored in the journal.
      */
    MyMoneyMoney balance() const;

    /**
     * This member returns the value of this account based on
     * all transactions stored in the journal and currently available
     * price information.
     */
    MyMoneyMoney postedValue() const;

    /**
     * This member returns the value of this account and all its
     * subaccounts based on all transactions stored in the journal
     * and currently available price information.
     */
    MyMoneyMoney totalPostedValue() const;

    /**
      * This method adjusts the balance of this account
      * according to the difference contained in the split @p s.
      * If the s.action() is MyMoneySplit::actionName(eMyMoney::Split::Action::SplitShares) then
      * the balance will be adjusted accordingly.
      *
      * @param s const reference to MyMoneySplit object containing the
      *             value to be added/subtracted to/from the balance
      * @param reverse add (false) or subtract (true) the shares contained in the split.
      *          It also affects the balance for share splits in the opposite direction.
      */
    void adjustBalance(const MyMoneySplit& s, bool reverse = false);

    /**
      * This method sets the balance of this account
      * according to the value provided by @p val.
      *
      * @param val const reference to MyMoneyMoney object containing the
      *             value to be assigned to the balance
      */
    void setBalance(const MyMoneyMoney& val);

    /**
     * This method sets the total value of this account to @p val. This
     * does not include the subaccounts
     *
     * @param val const reference to MyMoneyMoney object containing the
     *             value to be assigned to the total posted value
     */
    void setPostedValue(const MyMoneyMoney& val);

    /**
     * This method sets the total value of this account and all its
     * subaccounts to @p val.
     *
     * @param val const reference to MyMoneyMoney object containing the
     *             value to be assigned to the total posted value
     */
    void setTotalPostedValue(const MyMoneyMoney& val);

    /**
      * This method sets the kvp's for online banking with this account
      *
      * @param values The container of kvp's needed when connecting to this account
      */
    void setOnlineBankingSettings(const MyMoneyKeyValueContainer& values);

    /**
      * This method retrieves the kvp's for online banking with this account
      *
      * @return The container of kvp's needed when connecting to this account
      */
    MyMoneyKeyValueContainer onlineBankingSettings() const;

    /**
      * This method sets the closed flag for the account. This is just
      * an informational flag for the application. It has no other influence
      * on the behaviour of the account object. The default for
      * new objects @p open.
      *
      * @param isClosed mark the account closed (@p true) or open (@p false).
      */
    void setClosed(bool isClosed);

    /**
      * Return the closed flag for the account.
      *
      * @retval false account is marked open (the default for new accounts)
      * @retval true account is marked closed
      */
    bool isClosed() const;

    /**
      * returns the applicable smallest fraction for this account
      * for the given security based on the account type. At the same
      * time, m_fraction is updated to the value returned.
      *
      * @param sec const reference to currency (security)
      *
      * @retval sec.smallestCashFraction() for account type Cash
      * @retval sec.smallestAccountFraction() for all other account types
      */
    int fraction(const MyMoneySecurity& sec);

    /**
     * Same as the above method, but does not modify m_fraction.
     */
    int fraction(const MyMoneySecurity& sec) const;

    /**
      * This method returns the stored value for the fraction of this
      * account or -1 if not initialized. It can be initialized by
      * calling fraction(const MyMoneySecurity& sec) once.
      *
      * @note Don't use this method outside of KMyMoney application context (eg. testcases).
      * Use the above method instead.
      */
    int fraction() const;

    /**
      * This method returns @a true if the account type is
      * either Income or Expense
      *
      * @retval true account is of type income or expense
      * @retval false for all other account types
      *
      * @deprecated use isIncomeExpense() instead
      */
    KMM_MYMONEY_DEPRECATED bool isCategory() const;

    /**
      * This method returns @a true if the account type is
      * either Income or Expense
      *
      * @retval true account is of type income or expense
      * @retval false for all other account types
      */
    bool isIncomeExpense() const;

    /**
     * Returns @c true if the @a type is either Income or Expense.
     * In all other cases it returns @c false.
     */
    static bool isIncomeExpense(eMyMoney::Account::Type type);

    /**
      * This method returns @a true if the account type is
      * either Asset or Liability
      *
      * @retval true account is of type asset or liability
      * @retval false for all other account types
      */
    bool isAssetLiability() const;

    /**
      * This method returns @a true if the account type is
      * either AssetLoan or Loan
      *
      * @retval true account is of type Loan or AssetLoan
      * @retval false for all other account types
      */
    bool isLoan() const;

    /**
      * This method returns @a true if the account type is
      * Stock
      *
      * @retval true account is of type Stock
      * @retval false for all other account types
      */
    bool isInvest() const;

    /**
      * This method returns @a true if the account type is
      * Checkings, Savings or Cash
      *
      * @retval true account is of type Checkings, Savings or Cash
      * @retval false for all other account types
      */
    bool isLiquidAsset() const;

    /**
     * Returns whether this account is a liquid liability
     *
     */
    bool isLiquidLiability() const;

    /**
     * This method returns true if a costcenter assignment is required for this account
     */
    bool isCostCenterRequired() const;

    /**
     * This method allows to control if a cost center assignment is required
     * for this account. It is if @a required is @c true (the default).
     */
    void setCostCenterRequired(bool required = true);

    /**
     * This method returns true if a category is to be included in tax reports
     */
    bool isInTaxReports() const;

    /**
     * This method allows to control if this account (category) is to be included
     * in tax reports. It is if @a include is @c true (the default).
     */
    void setIsInTaxReports(bool include = true);

    /**
     * set the mode payee creation should be handled for this account during import
     */
    void setPayeeCreation(eMyMoney::Account::PayeeCreation creationMode);

    /**
     * return how payee creation should be handled for this account during import
     */
    eMyMoney::Account::PayeeCreation payeeCreation() const;

    /**
     * set the pricing mode for this account used for investments
     */
    void setPriceMode(eMyMoney::Invest::PriceMode priceMode);

    /**
     * return the pricing mode for this account with
     * eMyMoney::Invest::PriceMode::Price as default
     */
    eMyMoney::Invest::PriceMode priceMode() const;

    /**
     * This method returns a name that has a brokerage suffix of
     * the current name. It only works on investment accounts and
     * returns the name for all other cases.
     */
    QString brokerageName() const;

    /**
     * @return an QIcon for the account.
     */
    QIcon accountIcon() const;

    /**
     * This method is used to convert the internal representation of
     * an account type into a human readable format
     *
     * @param accountType numerical representation of the account type.
     *                    For possible values, see eMyMoney::Account::Type
     * @return QString representing the human readable form
     */
    static QString accountTypeToString(const eMyMoney::Account::Type accountType);

    /**
      * keeps a history record of a reconciliation for this account on @a date
      * with @a amount.
      *
      * @return @p true in case entry was added, @p false otherwise
      *
      * @sa reconciliationHistory()
      */
    bool addReconciliation(const QDate& date, const MyMoneyMoney& amount);

    /**
     * Return the information about stored reconciliations of the
     * account.
     *
     * @return QMap with the reconciliation history for the account
     *
     * @sa addReconciliation()
     *
     * @note If the internal map is empty, the values will be
     * loaded from the KVP with key "reconciliationHistory".
     *
     * @deprecated Use the const version instead.
     */
    QMap<QDate, MyMoneyMoney> reconciliationHistory();

    /**
     * Return the information about stored reconciliations of the
     * account.
     *
     * @return QMap with the reconciliation history for the account
     *
     * @sa addReconciliation()
     */
    QMap<QDate, MyMoneyMoney> reconciliationHistory() const;

    MyMoneyMoney balanceFactor() const;

    /**
      * @return @c true if account has an online mapping, @c false otherwise
      */
    bool hasOnlineMapping() const;

    eMyMoney::Account::Type budgetAccountType() const;
    void setBudgetAccountType(eMyMoney::Account::Type type);

    static QString stdAccName(eMyMoney::Account::Standard stdAccID);
    static QString accountSeparator();

    static MyMoneyMoney balanceFactor(eMyMoney::Account::Type accountType);

    QDataStream &operator<<(const MyMoneyAccount &);
    QDataStream &operator>>(MyMoneyAccount &);
};

inline void swap(MyMoneyAccount& first, MyMoneyAccount& second) // krazy:exclude=inline
{
    using std::swap;
    swap(first.MyMoneyObject::d_ptr, second.MyMoneyObject::d_ptr);
    swap(first.MyMoneyKeyValueContainer::d_ptr, second.MyMoneyKeyValueContainer::d_ptr);
}

inline MyMoneyAccount::MyMoneyAccount(MyMoneyAccount && other) : MyMoneyAccount() // krazy:exclude=inline
{
    swap(*this, other);
}

inline MyMoneyAccount & MyMoneyAccount::operator=(MyMoneyAccount other) // krazy:exclude=inline
{
    swap(*this, other);
    return *this;
}

/**
 * Make it possible to hold @ref MyMoneyAccount objects,
 * @ref accountTypeE and @ref amountTypeE inside @ref QVariant objects.
 */
Q_DECLARE_METATYPE(MyMoneyAccount)
Q_DECLARE_METATYPE(eMyMoney::Account::Type)
Q_DECLARE_METATYPE(eMyMoney::Account::PayeeCreation)

#endif
