investor_ui.class.cpp

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class investor_ui : public investor
{
public:
  investor_ui();
//  int    investor_id;
//  string user_name;
//  string first_name;
//  string last_name;
//
//  string currency;
//  struct tm birth_date;

//  char active_actions[6] = "11000";  //e.g. 11000 for someone who has logged in but did nothing else
  int  active_action = 1;            // eg. 1 for the home screen

  bool set_investor_id      (const string& s);
  bool set_user_name        (const string& s);
  bool set_first_name       (const string& s);
  bool set_last_name        (const string& s);
  bool set_password         (const string& s);
  bool set_currency         (const string& s);
  bool set_birth_date       (const string& s);
  bool set_simulate_till_age(const string& s);
  bool is_logged_in  ();
  void logout        ();
  bool set_investor_id_fromEnv();
  void login         ();
  void update_last_activity_at();

//inherited:  string get_full_name();
//inherited:  float age(int Mnbr = 0);
//inherited:  int months2simulate();

  string parse_user_info(bool parse_wrapper = true);
  
  void home_screen();
  void show_home_screen_form();
  void register_form();
  void register_exec();
  void account_form();
  void account_save();
  void login_form();
  void login_exec();
  void show_disclaimer();
  void personalize_screen();
  void personalize_save();
  void personalize_reload(string action);

  void show_inventory_form();
  void asset_add();
  void asset_edit();
  void asset_save();
  void asset_delete();

  void goal_help_form();
  void goal_help_save();

  void goal_list();
  void goal_add();
  void goal_edit();
  void goal_save();
  void goal_delete();

  void cash_flow_list();
  void cash_flow_add();
  void cash_flow_edit();
  void cash_flow_save();
  void cash_flow_delete();

  void feedback();
  void show_simulation();
  void show_follow_up();
  void show_total_portfolio(investment_problem * oInvProbl);
  void parse_savings_plan(investment_problem * oInvProbl, int g); // show the savings plan for goal g

  html_helper hh;
  

private:
  void show_register_form_body();
  void show_account_form_body();
  void show_goal_help_form_body();
  void show_login_form_body();
  void show_inventory_form_body();
  void parse_bm(std::map<int, float> benchmark, int ref_number);
  // personalize:
  void personalize_form();
  void personalize_pref_table();
  void personalize_ER_table();
  void personalize_vol_table();
  void personalize_ERvol_table();
  void personalize_covar_table();
  void parse_simulation_duration_form(int nbrMonths, string action = "s");
  void parse_simulation_insight(simulation *oSim);
  void parse_form_open_personalize(string the_content);
  void parse_form_close_personalize(string the_content, bool show_reload = true);
  string button_to(string go_to, string description, char type_redir);
  void personalize_set_general();
  void personalize_set_prefs();
  void personalize_set_ER();
  void personalize_set_vol();
  void personalize_set_corr();
  void parse_goal_box(investment_problem * oInvProbl, int g, string s_var = "", string s_desc = "");
  
  std::map<int, string> asset_class_names;  

};


investor_ui::investor_ui()
{
}

string investor_ui::parse_user_info(bool parse_wrapper)
{
  string s;
  switch (oConfig.layout)
  {
    case '2' :
    s = "<div class=\"alert alert-info\">";
    s = s + "<h4>" + this->get_full_name() + "</h4>"
        + "<ul>"
        + "<li>" + t_b_currency + ": " + this->currency + "</li>"
        + "<li>" + t_b_date     + ": " + tm2DateStr(this->birth_date) + ", age: " + round2str(this->age(),1) + " years old</li>"
        + "<li>" + t_sim_till   + ": " + to_string((int)round(this->simulate_till_age)) + " years old</li>"
        + "</ul>"
    + "</div>";
    break;
    case '1' :
    default  :
    s = "<div class=\"alert alert-info\">";
    s = s + "<h4>" + this->get_full_name() + "</h4>"
        + "<ul>"
        + "<li>" + t_b_currency + ": " + this->currency + "</li>"
        + "<li>" + t_b_date     + ": " + tm2DateStr(this->birth_date) + ", age: " + round2str(this->age(),1) + " years old</li>"
        + "<li>" + t_sim_till   + ": " + to_string((int)round(this->simulate_till_age)) + " years old</li>"
        + "</ul>"
    + "</div>";
     break;
  }
  return s;
}


inline string investor_ui::button_to(string go_to, string description, char type_redir)
{
  string s;
  s = "<button class=\"btn btn-primary\" onclick=\"location.href='";
  switch (type_redir)
  {
    case 'a': s = s + oConfig.soft_url   + "?a="; break;
    case 's': s = s + oConfig.soft_url   + "?a2="; break;
    case 'u': {};
    default : {};
  }
  s = s + go_to + "';\">";
  s = s + description; 
  s = s + "</button>";
  return s;
}


void investor_ui::show_home_screen_form()
{
  switch (oConfig.layout)
  {
    case '2':
      cout <<    "<div class=\"row-fluid\">";
      cout <<       "<div class=\"col-md-3 alert alert-info\">\n";
              show_register_form_body();
      cout <<       "</div>\n";
      cout <<       "<div class=\"col-md-1\"><center>&nbsp;or&nbsp;</center></div>\n";
      cout <<       "<div class=\"col-md-2 alert alert-info\" >";
              show_login_form_body();
      cout <<        "</div>\n";
      cout <<     "</div>\n"; // row
      break;
    case '1':
    default:
      //cout << "<div class=\"container-fluid\">";
      cout <<    "<div class=\"row-fluid\">";
      cout <<       "<div class=\"span1\"></div>\n";
      cout <<       "<div class=\"span5 alert alert-info\">\n";
              show_register_form_body();
      cout <<       "</div>\n"; // span
      cout <<       "<div class=\"span1\"><p class=\"center\">...OR...</p></div>\n";
      cout <<       "<div class=\"span4 alert alert-info\" >";
              show_login_form_body();
      cout <<        "</div>\n"; // span
      cout <<     "</div>\n"; // row
      //cout << "</div>\n"; // container
  }
   
/*   cout << p("This simple process consists of three easy steps:");
   cout << "<img src=\"" << oConfig.www_dir << "/img/ranking.jpeg\" align=\"right\"/>";
   cout << ul();
   cout << li("<a href=\"" + oConfig.soft_url + "?a=rf\">Register</a> or <a href=\"" + oConfig.soft_url + "?a=lf\">Login</a>");
   if (investor_id == 0)
   {
      cout << li("STEP 1: Make an inventory of your assets and main cash-flows (income and expenses)");
      cout << li("STEP 2: Set Your personal financial goals");
      cout << li("STEP 3: Contemplate on the Feedback");
      cout << p(" ");
      cout << "<p>Next step: <button type=\"btn btn-primary\" class=\"btn btn-primary\" onclick=\"window.location.href=\'" + oConfig.soft_url + "?a=rf\'\">Register</button> or ";
      cout << "<button type=\"btn btn-primary\" class=\"btn btn-primary\" onclick=\"window.location.href=\'" + oConfig.soft_url + "?a=lf\'\">Login</button></p>";
      cout << p(" ");
   }
   else
   {
      cout << li("STEP 1: <a href=\"" + oConfig.soft_url + "?a=if\">Make an inventory of your assets and main cash-flows (income and expenses)</a>");
      cout << li("STEP 2: <a href=\"" + oConfig.soft_url + "?a=gf\">Set Your personal financial goals</a>");
      cout << li("STEP 3: <a href=\"" + oConfig.soft_url + "?a=f\">Contemplate on the Feedback</a>");
      cout << p(" ");
      cout << "<p>Next step: <button type=\"btn btn-primary\" onclick=\"window.location.href=\'" + oConfig.soft_url + "?a=gl\'\">Define Your Goals</button></p>";
      cout << p(" ");
   }
   cout << ul();*/
}



void investor_ui::home_screen()
{
  hh.header(investor_id);
  hh.show_toolBar("home",is_logged_in()?get_full_name():"");
  hh.aside(t_aside["welcome"]);
  //hh.show_home();
  show_home_screen_form();
  hh.footer("home","welcome");
}

void investor_ui::show_register_form_body()
{
  cout << "<h2>" << t_Register << "</h2>";
  cout << "\n<form class=\"regform\" method=\"post\" action=\"" + oConfig.soft_url + "\">\n";
  cout << "<fieldset>\n";
  cout << "<ol>\n";
  cout << "<li>\n";
  cout << "<label for=\"email\">valid e-mail</label><input type=\"email\" name=\"email\" autofocus=\"true\" required placeholder=\"boss@universe.org\">\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"password\">Password</label><input type=\"password\" name=\"password\" required value=\"\" autocomplete=\"off\" placeholder=\"min 8 characters, captial, special, etc.\" pattern=\"(?=.*\\d)(?=.*[a-z])(?=.*[A-Z]).{8,}\" title=\"Password must be 8 or more characters with at least one number, an upper-case letter, a lower-case letter, and one special character!\">\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"password1\">Repeat Password</label><input type=\"password\" name=\"password1\" required value=\"\" autocomplete=\"off\" placeholder=\"8-10 characters\" pattern=\"(?=.*\\d)(?=.*[a-z])(?=.*[A-Z]).{8,}\" title=\"Password must be 8 or more characters with at lest one number, an upper-case letter, a lower-case letter, and one special character!\">\n";
  
  //was: pattern=\"^(?=.{8,})(?=.[a-z])(?=.[A-Z])(?=.[\\d])(?=.[\\W]).$\"
  
  cout << "</li>\n<li>";
  cout << "<label for=\"first_name\">First Name</label><input type=\"text\" name=\"first_name\"   placeholder=\"FirstName\">\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"last_name\">Last Name</label><input type=\"text\" name=\"last_name\"   placeholder=\"LastName\">\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"currency\">Base Currency</label>" << oCurrency.dropDown_currency("EUR");
  //<input type=\"text\" name=\"currency\" value=\"EUR\" required placeholder=\"EUR\">\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"bdate\">birth date</label><input type=\"text\" id=\"datepicker\" data-date-format=\"yyyy-mm-dd\" data-date-viewmode=\"years\" required placeholder=\"yyyy-mm-dd\" title=\"Enter your birth date\" name=\"bdate\">\n";
//  cout << "<script>$('#datepicker').datepicker('setEndDate', '2012-01-01')</script>";

  cout << "<script type=\"text/javascript\">$('#datepicker').datepicker({format: \"yyyy-mm-dd\",         autoclose: true, todayBtn: false, setEndDate: \"2016-01-01\"});</script>";
  
  //cout << "<script type=\"text/javascript\">var nowTemp = new Date(); var now = new Date(nowTemp.getFullYear(), nowTemp.getMonth(), nowTemp.getDate(), 0, 0, 0, 0);   $('#datepicker').datepicker({onRender: function(date) { return date.valueOf() <= now.valueOf() ? 'disabled' : '';}}).on('changeDate', function(ev) { checkout.hide();}).data('datepicker');</script>";
  
  
  cout << "</li>\n<li>";
  cout << "<label for=\"simtill\">simulate till age</label><input type=\"number\" required placeholder=\"90\" title=\"Till what age is this simulation relevant\" name=\"simtill\">\n";
  cout << "</li>\n<li>";
//  cout << "<label for=\"user_type\">e-mail</label><input type=\"radio\" name=\"user_type\" value=\"investor\" checked=\"checked\" />&nbsp;investor <input type=\"radio\" name=\"user_type\" value=\"advisor\" />&nbsp;advisor \n";
  cout << "</li>\n<li>";
  cout << "<input type=\"checkbox\" name=\"agree\" value=\"ragree\" required/>I hereby confirm that I agree with the "<< hh.terms_of_use() << ", the "<< hh.privacy_policy() << " and the " << hh.cookie_policy() << ".";
  cout << "</li>\n<li>";
  cout << "<button class=\"btn btn-primary btn-block\" type=\"submit\" value=\"Submit\">" << t_Register << "</button>\n&nbsp;";
//  cout << "<button class=\"btn btn-primary\" type=\"reset\" value=\"reset\">Reset</button>\n&nbsp;";
  cout << "</li></ol>\n";
  cout << "</fieldset>";
  cout << "<input type=\"hidden\" name=\"a\" value=\"re\" />&nbsp;\n";
  cout << "</form>\n";
//  cout << t_regFrm["requiredFields"];
  cout << t_regFrm["policiesNote"];
}

/* **********************************************
 * register_form
 *
 * **********************************************/
void investor_ui::register_form()
{
  hh.header(investor_id);
  hh.show_toolBar("register");
  hh.aside(t_aside["register"]);
  show_register_form_body();
  hh.footer("register","register");
}


void investor_ui::show_account_form_body()
{//cout << "<script>$('#sandbox-container input').datepicker({format: \"yyyy-mm-dd\"});</script>";
  cout << "<br>\n";
  cout << "<div class=\"well\">";
  cout << "\n<form class=\"" << ((oConfig.layout == '2')?"regform":"") << "\" method=\"post\" action=\"" << oConfig.soft_url << "\">\n";
  cout << "<fieldset>\n";
  cout << "<ol>\n";
  cout << "<li>\n";
  cout << "<label for=\"email\">e-mail</label><input type=\"email\" name=\"email\" autofocus=\"true\" required placeholder=\"boss@universe.org\" value=\"" << user_name << "\">*\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"password_old\">Old Password</label><input type=\"password\" name=\"password_old\" value=\"\" autocomplete=\"off\" placeholder=\"8-10 characters\" pattern=\"^(?=.{8,})(?=.*[a-z])(?=.*[A-Z])(?=.*[\\d])(?=.*[\\W]).*$\" title=\"Password must be 8 or more characters with at lest one number, an upper-case letter, a lower-case letter, and one special character!\">**\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"password\">New Password</label><input type=\"password\" name=\"password\" value=\"\" autocomplete=\"off\" placeholder=\"8-10 characters\" pattern=\"^(?=.{8,})(?=.*[a-z])(?=.*[A-Z])(?=.*[\\d])(?=.*[\\W]).*$\" title=\"Password must be 8 or more characters with at lest one number, an upper-case letter, a lower-case letter, and one special character!\">**\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"password1\">Repeat New Password</label><input type=\"password\" name=\"password1\" value=\"\" autocomplete=\"off\" placeholder=\"8-10 characters\" pattern=\"^(?=.{8,})(?=.*[a-z])(?=.*[A-Z])(?=.*[\\d])(?=.*[\\W]).*$\" title=\"Password must be 8 or more characters with at least one number, an upper-case letter, a lower-case letter, and one special character!\">**\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"first_name\">First Name</label><input type=\"text\" name=\"first_name\"  required placeholder=\"FirstName\"  value=\"" << first_name << "\">*\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"last_name\">Last Name</label><input type=\"text\" name=\"last_name\"  required placeholder=\"LastName\"  value=\"" << last_name << "\">*\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"currency\">Currency</label>" << oCurrency.dropDown_currency(currency) << "*\n" ;
  cout << "</li>\n<li>";
  cout << "<label for=\"bdate\">birth date</label><input class=\"datepicker\" data-date-format=\"yyyy-mm-dd\" data-date-viewmode=\"years\" required placeholder=\"yyyy-mm-dd\" title=\"Enter your birth date\" name=\"bdate\"  value=\"" << tm2DateStr(birth_date) << "\">*\n";
  cout << "<script>$('.datepicker').datepicker()</script>";
  cout << "</li>\n<li>";
  
//  cout << "<label for=\"user_type\">e-mail</label><input type=\"radio\" name=\"user_type\" value=\"investor\" checked=\"checked\" />&nbsp;investor <input type=\"radio\" name=\"user_type\" value=\"advisor\" />&nbsp;advisor *\n";
  cout << "</li>\n<li>";
//  cout << "<input type=\"checkbox\" name=\"agree\" value=\"ragree\" required/>I hereby confirm that I agree with Privacy and Cookie Policy.";
//  cout << "</li>\n<li>";
  cout << "<label for=\"simtill\">simulate till age</label><input type=\"number\" required placeholder=\"110\" title=\"Till what age is this simulation relevant\" name=\"simtill\" value=\"" << simulate_till_age << "\" >*\n";
  cout << "</li>\n<li>";

  cout << "<button class=\"btn btn-primary\" type=\"submit\" value=\"Submit\">Save</button>\n&nbsp;";
  cout << "<button class=\"btn btn-primary\" type=\"reset\" value=\"reset\">Reset</button>\n&nbsp;";
  cout << "</li></ol>\n";
  cout << "</fieldset>";
  cout << "<input type=\"hidden\" name=\"a\" value=\"is\" />&nbsp;\n";
  cout << "</form>\n";
  cout << t_regFrm["requiredFields"];
  cout << t_regFrm["policiesNote"];
  cout << "<p>[**] only to be filled out IF you want to change the password, in that case all three fields have to be filled out.</p>";
  cout << "</div>"; // well
}

void investor_ui::account_form()
{
  hh.header(investor_id);
  hh.show_toolBar("",get_full_name());
//  hh.aside(t_aside["register"]);
  show_account_form_body();
  hh.footer("","account");
}

void investor_ui::show_disclaimer()
{
  hh.header(investor_id);
  hh.show_toolBar("",get_full_name());
  hh.aside(t_aside["disclaimer"]);
  cout << t_disclaimer;
  hh.footer("","");
}

void investor_ui::register_exec()
{
  string uid, pwd, pwd1, fName, lName, currency, bdate, curr, simtill;
  bool success = true;

  uid      = cgi("email");
  pwd      = cgi("password");
  pwd1     = cgi("password1");
  fName    = cgi("first_name");
  lName    = cgi("last_name");
  curr     = cgi("currency");
  bdate    = cgi("bdate");
  simtill  = cgi("simtill");
#ifdef DEBUG
  debug_info += "<br>bdate: " + bdate;
#endif
//  form_iterator fvalue1 = cgi.getElement(varName);

  if (pwd == pwd1)
//  if (strcpm(pwd,pwd1) == 0)
  {
    if (set_user_name(uid) && set_first_name(fName) && set_last_name(lName) && set_password(pwd) && set_birth_date(bdate) && set_simulate_till_age(simtill) && set_currency(curr) && add_to_db())
    {
      investor_id = get_from_db(uid, pwd);  //changes the error_message
//      if (investor_id != 0) {cout << "Set-Cookie:iid=" << std::to_string(investor_id) << ";\n";}
    }
    else
    {
      success = false;
    }
  }
  else
  {
    error_message = error_message + t_errMsg["pwdsMatch"];
    error_message = error_message + "<li>pwd: " + pwd + ", pwd1: " + pwd1 + "</li>";
    success = false;
  }
  if (success)
  {
    hh.header(investor_id);
    hh.show_toolBar("goals",get_full_name());
//xxx      oGoal.list(investor_id, true);  // list existing and show input form for new
    show_goal_help_form_body();
    hh.aside(t_aside["goalInfo"]);
//xxx      hh.footer("assets","goal");
    hh.footer("","goal_help");  
  }
  else
  {
    hh.header(0);
    hh.show_toolBar("register");
    show_register_form_body();
    hh.aside(t_aside["registerFail"]);
    hh.footer("register","register");
  }
}

void investor_ui::account_save()
{
  string uid, pwdold, pwd, pwd1, fName, lName, currency, bdate, curr, simtill;
  bool success = true;

  uid      = cgi("email");
  pwdold   = cgi("password_old");
  pwd      = cgi("password");
  pwd1     = cgi("password1");
  fName    = cgi("first_name");
  lName    = cgi("last_name");
  curr     = cgi("currency");
  bdate    = cgi("bdate");
  simtill  = cgi("simtill");
#ifdef DEBUG
  debug_info += "<br>bdate: " + bdate;
#endif
//  form_iterator fvalue1 = cgi.getElement(varName);

  if (set_user_name(uid) && set_first_name(fName) && set_last_name(lName) && set_birth_date(bdate) && set_currency(curr) && set_simulate_till_age(simtill) && save())
  {
    investor_id = get_from_db(uid, pwd);  //changes the error_message
//      if (investor_id != 0) {cout << "Set-Cookie:iid=" << std::to_string(investor_id) << ";\n";}
  }
  else
  {
    success = false;
  }

  if (pwdold != "" && pwd == pwd1)
  {
    cout << "<br>PASSWORDCHANGE not implemented yet, sorry!";    //TODO
    error_message = error_message + t_errMsg["pwdsMatch"];
    error_message = error_message + "<li>pwd: " + pwd + ", pwd1: " + pwd1 + "</li>";
    success = false;
  }
  if (success)
  {
    hh.header(investor_id);
    hh.show_toolBar("goals",get_full_name());
    oGoal.list(investor_id, true);  // list existing and show input form for new
    hh.aside(t_aside["welcomeBack1"] + get_full_name() + t_aside["welcomeBack1"]);
    hh.footer("goals","asset");
  }
  else
  {
    //show the account form again ...
    account_form();
  }
}


/* ***********************************************
 * show_login_form_body
 * ***********************************************
 */
void investor_ui::show_login_form_body()
{
  cout << "<h2>" << t_Login << "</h2>";
  cout << "<form class=\"loginform\" method=\"post\" action=\"" + oConfig.soft_url + "\">";
  cout << "<fieldset id=\"login_form\">\n";
  cout << "<ol>\n";
  cout << "<li>\n";
  cout << "<label for=\"email\">e-mail</label><input type=\"email\" name=\"email\" autofocus=\"true\" required placeholder=\"boss@universe.org\">\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"password\">Password</label><input type=\"password\" name=\"password\" >\n";
  cout << "</li>\n<li>";
  cout << "<button class=\"btn btn-primary btn-block\" type=\"submit\" value=\"Submit\">" << t_Login << "</button>\n&nbsp;";
//  cout << "<button class=\"btn btn-primary\" type=\"reset\" value=\"Reset\">Clear Form</button>\n&nbsp;";
  cout << "<input type=\"hidden\" name=\"a\" value=\"le\" />&nbsp;\n";
  cout << "</li></ol>\n";
  cout << "</fieldset>";
  cout << "</form>\n";
//  cout << "<p>(*) Required fields.</p>";
}


/* **********************************************
 * login_form
 *
 * **********************************************/
void investor_ui::login_form()
{
  hh.header(0);
  hh.show_toolBar("login");
  hh.aside(t_aside["login"]);
  show_login_form_body();
  hh.footer("login", "login");
}


/* ***********************************************
 * login_exec
 * ***********************************************
 */
void investor_ui::login_exec()
{
  string uid, pwd;
  error_message = "";         // clear the error messsage of this object
  uid = cgi("email");
  pwd = cgi("password");

  investor_id = get_from_db(uid, pwd);  //changes the error_message
  if (investor_id != 0)
  {
    hh.header(investor_id);
    login();
    hh.show_toolBar("personalize",get_full_name());
    personalize_form();
    hh.aside(t_aside["welcomeBack1"] + get_full_name() + t_aside["welcomeBack2"]);
    hh.footer("personalize","personalize");
  }
  else
  {
    hh.header(0);
    hh.show_toolBar("login");
    show_login_form_body();
    hh.footer("login", "login");
  }
}

void investor_ui::personalize_pref_table()
{
  int i;
  this->load_preferences();  // loads the experience, knowledge and desirability (includes set_max_exposure)

  //cout << "<table width=\"100%\" class=\"prefTable\">";
  cout << "<tr><th>" << t_Asset_Class << "</th>"
           << "<th>" << t_Experience << "</th>"
       << "<th>" << t_Knowledge << "</th>"
       << "<th>" << t_Desirability << "</th>"
       << "<th>" << t_Max_Exp << "</th></tr>";
  for(i=1; i <= NBR_ASSET_CLASSES; i++)
  {
    cout << "<tr>";
    cout << "<td>" << asset_class_names[i] << "</td>";
    cout << "<td><input type=\"number\" min=\"1\" max=\"5\" name=\"experience" << to_string(i) << "\"  required size=\"1\"  value=\"" << experience[i] << "\"></td>";
    cout << "<td><input type=\"number\" min=\"1\" max=\"5\" name=\"knowledge" << to_string(i) << "\"  required size=\"1\"  value=\"" << knowledge[i] << "\"></td>";
    cout << "<td><input type=\"number\" min=\"1\" max=\"5\" name=\"desirability" << to_string(i) << "\"  required size=\"1\"  value=\"" << desirability[i] << "\"></td>";
    cout << "<td>" << max_exposure[i] << "</td>"; //the limit in %
    cout << "</tr>";
  }
  // done byt the close-function: cout << "</table>";
}


void investor_ui::personalize_ER_table()
{
  int ac;
//  cout << "<table width=\"100%\" class=\"prefTable\">";
  cout << "<tr><th> Asset Class </th><th>" << t_personalize["ER"]["theader"] << "</th><th></th></tr>";
  for(ac=1; ac <= NBR_ASSET_CLASSES; ac++)
  {
    cout << "<tr>";
    cout << "<td>" << asset_class_names[ac] << "</td>";
    cout << "<td><input step=\"0.1\" type=\"number\" min=\"-10\" max=\"25\" name=\"ER" << to_string(ac) << "\"  required size=\"1\"  value=\"" << round2str(ER[ac] * 100,1) << "\"></td><td>%</td>";
    cout << "</tr>";
  }
}

void investor_ui::personalize_vol_table()
{
  int ac;
//  cout << "<table width=\"100%\" class=\"prefTable\">";
  cout << "<tr><th>" << t_Asset_Class << "</th><th>" << t_personalize["vol"]["theader"] << "</th><th></th></tr>";
  for(ac=1; ac <= NBR_ASSET_CLASSES; ac++)
  {
    cout << "<tr>";
    cout << "<td>" << asset_class_names[ac] << "</td>";
    cout << "<td><input step=\"0.1\" type=\"number\" min=\"0\" max=\"100\" name=\"vol" << to_string(ac) << "\"  required size=\"1\"  value=\"" << round2str(sqrt(covar[ac][ac]) * 100,1) << "\"></td><td>%</td>";
    cout << "</tr>";
  }
}

void investor_ui::personalize_ERvol_table()
{
  int ac;
  cout << "<tr><th>" << t_Asset_Class << "</th>";
  cout << "<th>" << t_personalize["ER"]["theader"]  << "</th>";
  cout << "<th>" << t_personalize["vol"]["theader"] << "</th>";
  cout << "</tr>";
  for(ac=1; ac <= NBR_ASSET_CLASSES; ac++)
  {
    cout << "<tr>";
    cout << "<td>" << asset_class_names[ac] << "</td>";
    cout << "<td><input step=\"0.1\" type=\"number\" min=\"-10\" max=\"25\" name=\"ER" << to_string(ac) << "\"  required size=\"1\"  value=\"" << round2str(ER[ac] * 100,1) << "\">%</td>";
    cout << "<td><input step=\"0.1\" type=\"number\" min=\"0\" max=\"100\" name=\"vol" << to_string(ac) << "\"  required size=\"1\"  value=\"" << round2str(sqrt(covar[ac][ac]) * 100,1) << "\">%</td>";
    cout << "</tr>";
  }
}


void investor_ui::personalize_covar_table()
{
  int ac_i, ac_j;
  float covar_ij;
//  cout << "<table width=\"100%\" class=\"covar\">";
  cout << "<tr><th></th>";
  for (ac_i=1; ac_i <= NBR_ASSET_CLASSES; ac_i++) cout << "<th>" << asset_class_names[ac_i] << "</th>";
  cout << "</tr>";
  for (ac_i=1; ac_i <= NBR_ASSET_CLASSES; ac_i++)
  {
    cout << "<tr>";
    cout << "<th>" << asset_class_names[ac_i] << "</th>";
    for(ac_j=1; ac_j <= NBR_ASSET_CLASSES; ac_j++)
    {
      //cout << "<covar[" << ac_i << ", " << ac_j << "] = " << covar[ac_i][ac_j];
      if (covar[ac_i][ac_i] != 0 && covar[ac_j][ac_j] != 0)
      {
        covar_ij = covar[ac_i][ac_j] / (sqrt(covar[ac_i][ac_i] * covar[ac_j][ac_j]));
      }
      else
      {
    covar_ij = 0;
    error_message = error_message + "<li>ERRNO200: incorrect covar matrix</li>";
      }
      cout << "<td>" << "<input "  << ((ac_i <= ac_j)?"disabled":"") << " step=\"1\" type=\"number\" min=\"-100\" max=\"100\" name=\"corr" << add0(ac_i)<< add0(ac_j) << "\"  required size=\"1\"  value=\"" << round2str(covar_ij * 100.0, 0) << "\"></td>";
    }
    cout << "</tr>";
  }
}


void investor_ui::personalize_form()
{
  
  asset_class_names = oAssetClass.get_assetList(); // asset_class_names is a variable of the investor class
  init_personalize();
  cout << t_personalize1;
  
  cout << "<div class=\"panel-group\" id=\"accordion2\">";
  
  parse_form_open_personalize("general");
  cout << "<tr>\n";
  
  
  cout << "<td><label for=\"currency\">Currency*</label></td><td>" << oCurrency.dropDown_currency(currency) << "</td><td>" <<  t_info_curr <<"</td>\n</tr>";
  cout << "<tr><td><label for=\"bdate\">birth date*</label></td><td><input class=\"datepicker\" data-date-format=\"yyyy-mm-dd\"  data-date-viewmode=\"years\" required placeholder=\"yyyy-mm-dd\" title=\"Enter your birth date\" name=\"bdate\"  value=\"" << tm2DateStr(birth_date) << "\"></td><td>" << t_info_bdate << ".</td>\n</tr>";
  
  cout << "<script>$('.datepicker').datepicker()</script>";
  
  cout << "<tr><td><label for=\"simtill\">simulate till age*</label></td><td><input type=\"number\" required placeholder=\"110\" title=\"Till what age is this simulation relevant\" name=\"simtill\" value=\"" << simulate_till_age << "\" ></td><td>" << t_info_simtill << "</td></tr>";
  parse_form_close_personalize("general", false);
/*
 *moved to extra info:
  cout << t_personalize_concepts;
  cout << t_personalize_scoring;
  */
  parse_form_open_personalize("prefs");
  personalize_pref_table();
  parse_form_close_personalize("prefs", false);

//  cout << t_regFrm["requiredFields"];
  this->load_ER(this->investor_id);     // loads the this->ER map
  this->load_covar(this->investor_id);  // loads the this->coavar map of maps
  
  if (oConfig.merge_ER_vol)
  {
    parse_form_open_personalize("ERvol");
    personalize_ERvol_table();
    parse_form_close_personalize("ERvol");
  }
  else
  {
    parse_form_open_personalize("ER");
    personalize_ER_table();
    parse_form_close_personalize("ER");
    

    parse_form_open_personalize("vol");
    personalize_vol_table();
    parse_form_close_personalize("vol");
    }
   
  parse_form_open_personalize("corr");
  personalize_covar_table();
  parse_form_close_personalize("corr");
 
  cout << "</div>";  // the accordion2
  cout << "<br clear=\"all\">";
}

void investor_ui::parse_form_open_personalize(string the_content)
{
  cout << "\n<div class=\"panel panel-default\">";
  cout << "\n<div class=\"panel-heading\">";
  cout <<   "<a  data-toggle=\"collapse\" data-parent=\"#accordion2\" data-target=\"#collapse" << the_content << "\">";
  cout << "<h3>" << t_personalize[the_content]["title"] << "&nbsp;<span class=\"glyphicon glyphicon-triangle-bottom\"></span></h3></a>";
  cout <<   "</div>";
  cout << "\n<div id=\"collapse" << the_content <<"\" class=\"panel-collapse collapse\">";
  cout <<   "\n<div class=\"panel-body\">";
  switch (oConfig.layout)
  {
    case '1' :
       cout << t_personalize[the_content]["info"];
       break;
    case '2' :
//       cout << t_personalize[the_content]["info"];
        bs_modal(t_show_extra_info, t_personalize[the_content]["info"], "modal" + the_content);
        break;
    default:
     cout << t_personalize[the_content]["info"];
  }
  cout << "\n<form method=\"post\" action=\"" + oConfig.soft_url + "\">\n";
  cout << "<fieldset>\n";
  cout << "\n<table class=\"" << the_content << "\">";  
}


void investor_ui::parse_form_close_personalize(string the_content, bool show_reload)
{ 
  cout << "</table>";
  cout << "<button class=\"btn btn-primary\" type=\"submit\" name =\"a\" value=\"ps\">Save " << t_personalize[the_content]["content"] << "</button>\n&nbsp;";
  cout << "<button class=\"btn btn-primary\" type=\"reset\" value=\"reset\">Undo Last Changes</button>\n&nbsp;";
  if (show_reload) cout << "<button class=\"btn btn-primary\" type=\"submit\" name =\"a\" value=\"" << "r" << the_content << "\">" << t_reload << " " << t_personalize[the_content]["content"] << "</button>\n&nbsp;";
    //cout << button_to("r" + the_content, t_reload + " " + t_personalize[the_content]["content"], 's');
  cout << "</fieldset>";
//  cout << "<input type=\"hidden\" name=\"a\" value=\"ps\" />&nbsp;\n";
  cout << "<input type=\"hidden\" name=\"content\" value=\"" << the_content << "\" />&nbsp;\n";
  cout << "<input type=\"hidden\" name=\"uid\" value=\"" << investor_id << "\" />&nbsp;\n";
  cout << "</form>\n";
  cout << "<p><a  data-toggle=\"collapse\" data-parent=\"#accordion2\" data-target=\"#collapse" + the_content + "\">";
  cout <<        t_collapse << "&nbsp;<span class=\"glyphicon glyphicon-triangle-top\"></span></a></p>";
  cout << "</div></div></div>" << endl;  
}



void investor_ui::personalize_screen()
{
  hh.header(investor_id);
  hh.show_toolBar("personalize",get_full_name());
  hh.aside(t_aside["personalize"]);
  personalize_form();
  hh.footer("personalize","personalize");
}

void investor_ui::personalize_save()
{
  
  string the_content = cgi("content");  // the content that is being updated
    //hh.header(investor_id);
  if (the_content == "general")    {personalize_set_general(); save_preferences();}
  else if (the_content == "prefs") {personalize_set_prefs();   save_preferences();}
  else if (the_content == "ER")    {personalize_set_ER();      save_ER(this->investor_id);}
  else if (the_content == "vol")   {personalize_set_vol();     save_covar(this->investor_id);}
  else if (the_content == "ERvol") // in case ER and vol were presented in one table
  {
    personalize_set_ER();
    personalize_set_vol();     
    save_ER(this->investor_id);
    save_covar(this->investor_id);
  }
  else if (the_content == "corr")  {personalize_set_corr();    save_covar(this->investor_id);}

  set_max_exposure();   // to have them ready   
  // if relevant show an error message and show the screeen again
  personalize_screen();
}

void investor_ui::personalize_set_general()
{
  string s, uid, currency, bdate, curr, simtill, ac;

  // process the general information
  uid      = cgi("uid");
  curr     = cgi("currency");
  bdate    = cgi("bdate");
  simtill  = cgi("simtill");

  if (set_birth_date(bdate) && set_currency(curr) && set_simulate_till_age(simtill) && save())
  { 
//    investor_id =  load_from_db(uid);
  }    
  else
  {
    error_message = error_message + "<li>I failed to save essential user information, please contact an administrator -- #ErrNo009</li>";
  }
}


void investor_ui::personalize_set_prefs()
{
  string s, ac;
  int i;

  // process the asset allocation related information
  for(i=1; i <= NBR_ASSET_CLASSES; i++)
  {
    ac = to_string(i);
    s  = cgi("experience"   + ac);
    set_scale("experience",  i, atoi(s.c_str()));
    s  = cgi("knowledge"    + ac);
    set_scale("knowledge",   i, atoi(s.c_str()));
    s  = cgi("desirability" + ac);
    set_scale("desirability",i, atoi(s.c_str()));
  }
}

void investor_ui::personalize_set_ER()
{
  int ac;
  for (ac=1; ac <= NBR_ASSET_CLASSES; ac++)
  {
    ER[ac] = atof((cgi("ER" + to_string(ac))).c_str()) / 100;
  }
}

void investor_ui::personalize_set_vol()
{
  load_covar(investor_id); // load all the values and overwrite in the next lines a few
  int ac;
  for (ac=1; ac <= NBR_ASSET_CLASSES; ac++)
  {
    covar[ac][ac] = pow(atof((cgi("vol" + to_string(ac))).c_str()) / 100, 2);
  }
}

void investor_ui::personalize_set_corr()
{
  load_covar(investor_id);  // needed because we need the volatilities
  int ac_i, ac_j;
  for (ac_i=1; ac_i <= NBR_ASSET_CLASSES; ac_i++)
  {
    for (ac_j=1; ac_j <= NBR_ASSET_CLASSES; ac_j++)
    {
      if (ac_i > ac_j) 
      {
    covar[ac_i][ac_j] = covar[ac_j][ac_i] = atof((cgi("corr" + add0(ac_i) + add0(ac_j))).c_str()) / 100 * sqrt(covar[ac_i][ac_i] * covar[ac_j][ac_j]);
    //cout << "<br>CGI: " << cgi("corr" + add0(ac_i) + add0(ac_j)) << "  | covar[" << ac_i << "][" << ac_j << "] = " << covar[ac_i][ac_j] << "  | covar_ii " << covar[ac_i][ac_i];
      }
    }
  }
}

void investor_ui::personalize_reload(string action)
{
  if      (action == "rER") reload_ER(investor_id);
  else if (action == "rvol") reload_covar(investor_id, 'v');
  else if (action == "rERvol") 
  {
    reload_ER(investor_id);
    reload_covar(investor_id, 'v');
  }
  else if (action == "rcorr") reload_covar(investor_id, 'c');
  else 
  {
    error_message = error_message + "<li>unexpected action passed to reload -- Error Number ER656</li>";
  }
  personalize_screen();
//  error_message = error_message + "<LI>action=" + action + "</li>";
}



/* **********************************************
 * show_inventory_form
 *
 * **********************************************/
void investor_ui::show_inventory_form()
{
  hh.header(investor_id);
  hh.show_toolBar("assets",get_full_name());
  show_inventory_form_body();
  hh.footer("assets","asset");
}

/* **********************************************
 * show_inventory_form_body
 *
 * **********************************************/
void investor_ui::show_inventory_form_body()
{
//  cout << h2("Assets / Current Posessions");
  cout << "<form method=\"post\" action=\"" + oConfig.soft_url + "?a=aa\">";
  cout << "<table class=\"asset\">\n";
  cout << "<tr>";
  cout << "<th>Description</th><th>Asset Class</th><th>Amount</th><th>Currency</th><th>Actions</th>";
  cout << "</tr>\n";
  oAsset.list_assets(investor_id);
  cout << "<tr>";
  cout << "<td><input type=\"text\" name=\"description\" required ></td>" ;
  cout << "<td>" << oAssetClass.dropDown_assetClass() << "</td>" ;
  cout << "<td><input type=\"number\" min=\"0\" name=\"amount\"  required placeholder=\"1000\" title=\"Please enter a positive number\"></td>" ;
  cout << "<td>" << oCurrency.dropDown_currency() << "</td>" ;
  
    switch (oConfig.layout)
    {
      case '1' :
        cout << "<td><button type=\"submit\" value=\"Submit\"><img src=\"" << oConfig.css_dir << "plus.svg\" alt=\"add\" width=\"16\"></button></td>" ;
        break;
      case '2' :
        cout << "<td><button type=\"submit\" value=\"Submit\" data-toggle=\"tooltip\" title=\"" << t_save << "\"><span class=\"glyphicon glyphicon-ok\" style=\"color:green\"></span></button>";
        cout << "<button type=\"submit\" value=\"Submit\" data-toggle=\"tooltip\" title=\"" << t_reset << "\"><span class=\"glyphicon glyphicon-chevron-left\"  style=\"color:blue\"></span></button>" ;
    break;
      default :
        cout << "<td><button type=\"reset\" data-toggle=\"tooltip\" title=\"" << t_reset << "\"><span class=\"glyphicon glyphicon-chevron-left\"  style=\"color:blue\"></span></button></td>" ;
    break;
    }
  
  cout << "</table>\n";
  cout << "<input type=\"hidden\" name=\"iid\" value=\"" << investor_id << "\" />\n&nbsp;";
  cout << "</form>";

//  cout << h2("Future Savings (Cash Flows)"); //  cout << p("... to be added (not implemented yet).");

}



/* ***********************************************
 * asset_add
 * ***********************************************
 */
void investor_ui::asset_add()
//cgicc::Cgicc &formData
{
  hh.header(investor_id);
//  string iid      = cgi("iid");
  string desc     = cgi("description");
  string aclass   = cgi("asset_class");
  string amnt     = cgi("amount");
  string curr     = cgi("currency");

  error_message     = "";

  if (oAsset.set_investor(to_string(investor_id)) && oAsset.set_description(desc) && oAsset.set_asset_class(aclass) && oAsset.set_amount(amnt)  && oAsset.set_currency(curr) && oAsset.save())
    {
    cout << "<p class=\"markup\">New asset, \"" << desc << "\", successfully added.</p>";
    }
  hh.show_toolBar("assets",get_full_name());
  show_inventory_form_body();
  hh.footer("assets","asset");
}

void investor_ui::asset_edit()
{
  string iid  = cgi("iid");
  string aid  = cgi("aid");
  error_message     = "";

  set_investor_id(iid);
  hh.header(investor_id);
  hh.show_toolBar("assets",get_full_name());

  if (oAsset.set_asset_id(aid))
    {
    oAsset.load();
    oAsset.show_edit_form(investor_id);
    }

  hh.footer("");
}

/* ***********************************************
 * assete_Save
 * ***********************************************
 */
void investor_ui::asset_save()
{
  string aid      = cgi("aid");
  string iid      = cgi("iid");
  string desc     = cgi("description");
  string aclass   = cgi("asset_class");
  string amnt     = cgi("amount");
  string curr     = cgi("currency");

  if (oAsset.set_asset_id(aid) && oAsset.set_investor(iid) && oAsset.set_description(desc) && oAsset.set_asset_class(aclass) && oAsset.set_amount(amnt)  && oAsset.set_currency(curr) && oAsset.save())
    {
    cout << "<p class=\"markup\">Changes to asset, \"" << desc << "\", successfully saved.</p>";
    }

  investor_id = atoi(iid.c_str());
  hh.header(investor_id);
  hh.show_toolBar("assets",get_full_name());
  show_inventory_form_body();
  hh.footer("assets","asset");
}


/* ***********************************************
 * asset_delete
 * ***********************************************
 */
void investor_ui::asset_delete()
{
  string iid      = cgi("iid");
  string aid      = cgi("aid");

  if (set_investor_id(iid))
    {
    oAsset.set_asset_id(aid);
    if (oAsset.asset_delete())
      {
      std_message = std_message + "<p class=\"markup\">Asset #" + aid + " successfully deleted.</p>";
      }
    }
  hh.header(investor_id);
  hh.show_toolBar("assets",get_full_name());
  show_inventory_form_body();
  hh.footer("assets","asset");
}


void investor_ui::goal_list()
{
  hh.header(investor_id);
  hh.show_toolBar("goals",get_full_name());
  cout << "<div class=\"clearBoth\">\n";
  oGoal.list(investor_id, true);  
  cout << "</div>\n";
  hh.aside(t_aside["goalInfo"]);
  hh.footer("goals","goal");
}


/* ***********************************************
 * goal_add
 * ***********************************************
 */
void investor_ui::goal_add()
//cgicc::Cgicc &formData
{
  bool success = false;
  if (oGoal.load_fromEnv()) {success = oGoal.save();}
  if (success)
    {
    std_message = std_message + "<p class=\"markup\">New goal, \"" + oGoal.tbl[2].get_sValue() + "\", successfully added.</p>";
    }
    else
    {
      //TODO
    }
  hh.header(investor_id);
  hh.show_toolBar("goals",get_full_name());
  oGoal.list(investor_id);
  hh.footer("goals","goal");
}


/* ***********************************************
 * goal_edit
 * ***********************************************
 */
void investor_ui::goal_edit()
{
  oGoal.load_fromEnv();

  hh.header(investor_id);
  hh.show_toolBar("goals",get_full_name());

  if (oGoal.exists())
    {
    oGoal.load_fromDB();
    oGoal.show_edit_form(investor_id, true);
    }

  hh.footer("goals","goal");
}

/* ***********************************************
 * goale_Save
 * ***********************************************
 */
void investor_ui::goal_save()
{
  if (oGoal.load_fromEnv() &&  oGoal.save())
    {
    std_message = std_message + "<p class=\"markup\">Changes to goal, \"" + oGoal.tbl[3].get_sValue() + "\", successfully saved.</p>";
    }
  hh.header(investor_id);
  hh.show_toolBar("goals",get_full_name());
  oGoal.list(investor_id, true);
  hh.footer("goals","goal");
}

/* ***********************************************
 * goal_delete
 * ***********************************************
 */
void investor_ui::goal_delete()
{
  hh.header(investor_id);
  string gid  = cgi("gid");
    if (oGoal.load_fromEnv() && oGoal.delete_bona())

    {
       cout << "<p class=\"markup\">Goal #" << gid << "; successfully deleted.</p>";
    }
  hh.show_toolBar("goals",get_full_name());
  oGoal.list(investor_id, true);
  hh.footer("goals","goal");
}


/* **********************************************
 * cash_flow_list  ***********************************
 * **********************************************
 * **********************************************/
void investor_ui::cash_flow_list()
{
  hh.header(investor_id);
  hh.show_toolBar("cfs",get_full_name());
  cout << "<div class=\"clearBoth\">\n";
  oCF.list(investor_id, true);  // list existing ans show input form for new
  cout << "</div>\n";
  hh.aside(t_aside["cash_flowInfo"]);
  hh.footer("cfs","cash_flow");
}


/* ***********************************************
 * cash_flow_add
 * ***********************************************
 */
void investor_ui::cash_flow_add()
//cgicc::Cgicc &formData
{
  bool success = false;
  if (oCF.load_fromEnv()) {success = oCF.save();}
  if (success)
    {
    std_message = std_message + "<p class=\"markup\">New cash flow, \"" + oCF.tbl[2].get_sValue() + "\", successfully added.</p>";
    }

  hh.header(investor_id);
  hh.show_toolBar("cfs",get_full_name());
  oCF.list(investor_id);
  hh.footer("cfs","cash_flow");
}


/* ***********************************************
 * cash_flow_edit
 * ***********************************************
 */
void investor_ui::cash_flow_edit()
{
  oCF.load_fromEnv();

  hh.header(investor_id);
  hh.show_toolBar("cfs",get_full_name());

  if (oCF.exists())
    {
    oCF.load_fromDB();
    oCF.show_edit_form(investor_id, true);
    }

  hh.footer("cfs","cash_flow");
}

/* ***********************************************
 * cash_flowe_Save
 * ***********************************************
 */
void investor_ui::cash_flow_save()
{
  if (oCF.load_fromEnv() &&  oCF.save())
    {
    std_message = std_message + "<p class=\"markup\">Changes to cash flow, \"" + oCF.tbl[3].get_sValue() + "\", successfully saved.</p>";
    }
  hh.header(investor_id);
  hh.show_toolBar("cfs",get_full_name());
  oCF.list(investor_id, true);
  hh.footer("cfs","cash_flow");
}

/* ***********************************************
 * cash_flow_delete
 * ***********************************************
 */
void investor_ui::cash_flow_delete()
{
  string gid  = cgi("gid");
  if (oCF.load_fromEnv() && oCF.delete_bona())
    {
       std_message = std_message + "<p class=\"markup\">CF #" + gid + "; successfully deleted.</p>";
    }

  hh.header(investor_id);
  hh.show_toolBar("cfs",get_full_name());
  oCF.list(investor_id, true);
  hh.footer("cfs","cash_flow");
}

/*************************************************************************************/
/* ******************************************************
 *   bool set_user_name(string s);
 *
 * ******************************************************
 */
bool investor_ui::set_user_name(const std::string& s) {
  bool rc = true;
  if (s.length() < 4)
  {
    rc = false;
    error_message = error_message + "<li>user_name is too short (at least 4 characters required)</li>";
  }
   /* TODO:  check if it is a valid email address *
    */
  if (rc) {user_name = s;}
  return rc;
}

/* ******************************************************
 *   bool set_first_name(const std::string& s);
 *
 * ******************************************************
 */
bool investor_ui::set_first_name(const std::string& s) {
  bool rc = true;
  if (s.length() < 2)
  {
    rc = false;
    error_message = error_message + "<li>first_name is too short (at least 2 characters required)</li>";
  }
  if (rc) {first_name = s;}
  return rc;
}
/* ******************************************************
 *   bool set_last_name(const std::string& s);
 *
 * ******************************************************
 */
bool investor_ui::set_last_name(const std::string& s) {
  bool rc = true;
  if (s.length() < 2)
  {
    rc = false;
    error_message = error_message + "<li>last_name is too short (at least 2 characters required)</li>";
  }
  if (rc) {last_name = s;}
  return rc;
}
/* ******************************************************
 *   bool set_password(const std::string& s);
 *
 * ******************************************************
 */
bool investor_ui::set_password(const std::string& s) {
  bool rc = true;
  if (s.length() < 4)
  {
    rc = false;
    error_message = error_message + "<li>password is too short (at least 4 characters required)</li>";
  }
  if (rc) {password = s;}
  return rc;
}

bool investor_ui::set_currency(const std::string& s) {
  bool rc;
  if (oCurrency.set_curr(s))  //this returns true if the currency exists
  {
    this->currency = s;
    rc = true;
  }
  else
  {
    rc = false;
    error_message = error_message + "<li>not a valid currency</li>";
  }
  return rc;
}


bool investor_ui::set_investor_id(const std::string& s) {
  int a = atoi(s.c_str());
  bool rc = true;

  if (this->exists(a))
  {
    investor_id = a;
  }
  else
  {
    rc = false;
    error_message = error_message + "<li>Sorry, invalid user</li>";
    investor_id = 0;
  }
  return rc;
}

bool investor_ui::set_birth_date(const std::string& s)
{
  bool rc = true;
  if (!is_valid_dateStr(s))
  {
    rc = false;
    error_message = error_message + "<li>invalid birth_date:" + s + "</li>";
  }
//  cout << "["  << s <<  "]";
  if (rc) {dateStr2tm(s, &birth_date);}
  return rc;
}

bool investor_ui::set_simulate_till_age(const std::string& s)
{
  bool  rc = true;
  float sim_till = atof(s.c_str());
  if (sim_till <= age(0) + MIN_YEARS_TO_SIMULATE) 
  {
    rc = false;
    error_message = error_message + "<li>\"simulate till age\" should be higher than your current age + " + to_string(MIN_YEARS_TO_SIMULATE) + " years!</li>";
  }
  simulate_till_age = (rc) ? (int)round(sim_till) : SIMULATE_TILL_DEFAULT;
  return rc;
}

bool investor_ui::is_logged_in()
{
  std::string s;
  bool rc = false;
  // first prune all users that should be logged-out!
  s = "UPDATE " + oConfig.tbl_prefix + "_investors SET is_logged_in = 0 WHERE TIMESTAMPDIFF(MINUTE, last_activity_at, CURRENT_TIMESTAMP()) > 30;";
  if (db.runSQL(s)) {} else {error_message = error_message + "<li>Please contact us.</li>";}

  // then check if this particular user is logged in
  s = "SELECT is_logged_in FROM " + oConfig.tbl_prefix + "_investors WHERE investor_id = " + std::to_string(investor_id) + ";";
  db.res = db.stmt->executeQuery(s);
  while (db.res->next())
  {
    if (db.res->getString("is_logged_in") == "1") {rc = true;} else {rc = false;}
  }
  return rc;
}

void investor_ui::logout()
{
  std::string s;
  // first prune all users that should be logged-out!
  s = "UPDATE " + oConfig.tbl_prefix + "_investors SET is_logged_in = 0 WHERE investor_id = " + to_string(investor_id) + ";";
  cout << s;
  if (db.runSQL(s)) {} else {error_message = error_message + "<li>Please contact us, and provide the code \"i_ui::lo\".</li>";}
  home_screen();
}

bool investor_ui::set_investor_id_fromEnv()
{
  const CgiEnvironment& env = cgi.getEnvironment(); //  const_form_iterator name = cgi.getElement("name"); //  const_form_iterator value = cgi.getElement("value");
  const_cookie_iterator iter;
  bool rc = false;

  for(iter = env.getCookieList().begin(); iter != env.getCookieList().end(); ++iter)
  {if (iter->getName() == "iid") {rc = set_investor_id(iter->getValue());}}

#ifdef DEBUG
    debug_info = debug_info +  "investor_id (from cookie) = " + to_string(investor_id) + "<br/>";
#endif

  if (!(is_logged_in()))
  {
    investor_id = 0;
#ifdef DEBUG
    debug_info = debug_info + "user is not logged in<br/>";
#endif
  }
  return rc;
}


void investor_ui::login()
{
  std::string s;
  s = "UPDATE " + oConfig.tbl_prefix + "_investors SET is_logged_in = 1, last_login_at = NOW() , last_activity_at = NOW() WHERE investor_id=" + std::to_string(investor_id) + ";";
  if (db.runSQL(s)) {} else {error_message = error_message + "<li>Please contact us - login error.</li>";}   
}


  
void investor_ui::update_last_activity_at()
{
  std::string s;
  s = "UPDATE " + oConfig.tbl_prefix + "_investors SET is_logged_in = 1, last_activity_at = NOW() WHERE investor_id=" + std::to_string(investor_id) + ";";
  if (db.runSQL(s)) {} else {error_message = error_message + "<li>Please contact us - login error.</li>";} }


void investor_ui::parse_goal_box(investment_problem * oInvProbl, int g, string s_var, string s_desc)
{
  string color_box = (goal_type_i2s[oInvProbl->goalZ[g].goal_type] == "unallocated") ? "greyBox" : hh.get_box_color_class(oInvProbl->goalZ[g].color);
  
  string goal_title = "<h3 class=\"" + color_box + "\">" + to_string(g) + ". " + oInvProbl->goalZ[g].description + "&nbsp;<span class=\"glyphicon glyphicon-triangle-bottom\"></span></h3>";
  cout << hh.collapse_open("goalsAccordion", goal_title, g, false, true, "soft-" + color_box);
 
  //  string collapse_open(string parent_id, string title, int nbr, bool add_triangle = true, bool is_open = true, string xtra_body_class = "");

  
  /* switch (oConfig.layout)
  {
    case '2' :
      
      
      cout << "\n<div class=\"panel panel-default\">";
      cout << "\n<div class=\"panel-heading\">";
      cout <<   "<a  data-toggle=\"collapse\" data-parent=\"#accordion2\" data-target=\"#collapse" << g << "\">";
      
      
      
      cout << "<h3 class=\"";
      hh.cout_box_color(oInvProbl->goalZ[g].color);
      cout << "\">" << oInvProbl->goalZ[g].description << "&nbsp;<span class=\"glyphicon glyphicon-triangle-bottom\"></span></h3></a>";
      cout <<   "</div>";
      cout << "\n<div id=\"collapse" << g <<"\" class=\"panel-collapse collapse in\">"; ///< note the "in": the jqplot chart won't render in hidden div's :-(
      cout <<   "\n<div class=\"panel-body\">";
      break;
    case '1':
    default :
      cout << "<div class=\"alert alert-info\">";
      cout << "<div class=\"";
      hh.cout_box_color(oInvProbl->goalZ[g].color);
      cout << "\">";
      cout << "<h4>" << g << ". " << oInvProbl->goalZ[g].description << "</h4> ";
      cout << "</div>";
  }*/
      std::cout.precision(2);
      cout << "<ul>";
      // -- description
      cout << "<li><b>description</b>:" << oInvProbl->goalZ[g] << "</li>";

      if (oInvProbl->goalZ[g].realization_monthNbr < 0)
      {
    cout << "<li>This goal seems to be in the past ... please check</li>";
      }
      else
      {
    // -- benchmark
    cout << "<li><b>benchmark</b>:<br>";
    parse_bm(oInvProbl->goalZ[g].benchmark, g);
    cout <<"</li>";
    
    // -- savings plan
    cout << "<li><b>savings plan</b>: ";
    parse_savings_plan(oInvProbl, g);
    cout <<"</li>";
  //----cout << "</div>" ; continue;

    // -- plot
      cout << "<li><b>overview plot</b>";
      oInvProbl->javaGraph(g, s_var, s_desc);
  //-->      }

    // -- remarks
    cout << "<li><b>remarks</b>: ";
    cout << oInvProbl->goalZ[g].remarks;
    cout <<"</li>";

      } 
      cout << "</ul>";
      
    cout << hh.collapse_close("goalsAccordion", g);
   // cout << "<script class=\"code\" type=\"text/javascript\">$(document).ready(function(){$('.collapse" << g << "').collapse('hide');})</scripts>";
/*      switch (oConfig.layout)
      {
    case '2' :
         cout << "</div></div></div>";
     break;
    case '1' :
    default :
      cout << "</div>";
      }*/

}

  
  
void investor_ui::feedback()
{
  int g;
//  load_from_db(to_string(investor_id));
  
  hh.header(investor_id, true, true);  // true as second param adds the javascript to hide/show the plans
                                       // true as third param adds the jqPolt sources
  hh.show_toolBar("feedback",get_full_name());
   
  hh.aside(t_aside["feedback"]);
  
  investment_problem oInvestmentProbl(this->investor_id);

  try 
  {
    oInvestmentProbl.solve();
  }
  catch (int e)
  {
   #ifdef DEBUG
    cout << "# error in investment_problem.solve(): " << __FILE__ << "(" << __FUNCTION__
                  << ") on line " << to_string(__LINE__) << "<br># ERR: " << e;
   #endif
  } 
  
//cout << oInvestmentProbl.get_nbr_goals();
  // now show the feedback on the screen

  cout << this->parse_user_info(true);
  
  cout << "<div class=\"panel-group\" id=\"goalsAccordion\">";

  for (g = 1; g <= oInvestmentProbl.get_nbr_goals(); g++)
  {
    parse_goal_box(&oInvestmentProbl, g);
      /*std::cout.precision(2);

      cout << "<div class=\"alert alert-info\">";
      cout << "<div class=\"";
      hh.cout_box_color(oInvestmentProbl.goalZ[g].color);
      cout << "\">";
      cout << "<h4>" << g << ". " << oInvestmentProbl.goalZ[g].description << "</h4> ";
      cout << "</div>";
      cout << "<ul>";
      // -- description
      cout << "<li><b>description</b>:" << oInvestmentProbl.goalZ[g] << "</li>";

      if (oInvestmentProbl.goalZ[g].realization_monthNbr < 0)
      {
    cout << "<li>This goal seems to be in the past ... please check</li>";
      }
      else
      {
    // -- benchmark
    cout << "<li><b>benchmark</b>:<br>";
    parse_bm(oInvestmentProbl.goalZ[g].benchmark, g);
    cout <<"</li>";
    
    // -- savings plan
    cout << "<li><b>savings plan</b>:";
    parse_savings_plan(&oInvestmentProbl, g);
    cout <<"</li>";
  //----cout << "</div>" ; continue;

    // -- plot
      cout << "<li><b>overview plot</b>";
      oInvestmentProbl.javaGraph(g);
  //-->      }

    // -- remarks
    cout << "<li><b>remarks</b>:";
    cout << oInvestmentProbl.goalZ[g].remarks;
    cout <<"</li>";

      } 
      cout << "</ul>";
      cout << "</div>"; // alert alert-info*/
  } // for loop per goal
  cout << "</div>"; // goalsAccordion
  
  show_total_portfolio(&oInvestmentProbl);
  hh.footer("feedback","feedback");
}


void investor_ui::show_simulation()
{
  int g;
//  load_from_db(to_string(investor_id));  //load the investor object
  hh.header(investor_id, true, true);  // false as second param should not add javascript to hide/show the plans
    
  hh.show_toolBar("simulation",get_full_name());
  hh.aside(t_aside["simulation"]);
  
  //int i; cout << "<BR>before init"; for (i=1; i <= 20; i++) cout << " -- " << i;

  simulation oSimulation(this->investor_id);
  //cout << "<BR>before simulate"; for (i=1; i <= 20; i++) cout << " -- " << i;

  oSimulation.simulate();  
  
  //cout << "<BR>after simulate"; for (i=1; i <= 20; i++) cout << " -- " << i;

  cout << "<br>";
  cout << "<p>This page presents <strong>a simulation</strong>. A simulation is just <strong>one</strong> possible scenario (something that could happen). Press the button [Simulate Again] to see another simulation.</p><p>Last session You stated " << oSimulation.get_nbr_goals() << " goals, below you see what might happen.</p>";
  cout << "<br>" << endl;

  parse_simulation_duration_form(oSimulation.get_nbrMonths2simulate());
  
  parse_simulation_insight(&oSimulation);
 
//solve is included in simulate() {above}//  oSimulation.solve();
  for (g = 1; g <= oSimulation.get_nbr_goals(); g++)
    {
      parse_goal_box(&oSimulation, g, oSimulation.goalZ[g].simulation_string, "simulated evolution");
/*
      //goalZ[g].load();  /// TODO: load goals in stead of recalcualting !!!!!!!!!!!!!!!!!!!!!!!!
     cout << "<div class=\"alert alert-info\">";
      cout << "<div class=\"";
      hh.cout_box_color(oSimulation.goalZ[g].color);
      cout << "\">";
      cout << "<h4>" << g << ". " << oSimulation.goalZ[g].description << "</h4> ";
      cout << "</div>";
      cout << "<ul>";
      // -- description
      cout << "<li><b>description</b>:" << oSimulation.goalZ[g] << "</li>";      
       // -- benchmark
      cout << "<li><b>benchmark</b>:<br>";
      parse_bm(oSimulation.goalZ[g].benchmark, g);
      cout <<"</li>";
      
        // -- savings plan
    cout << "<li><b>savings plan</b>:";
    parse_savings_plan(&oSimulation, g);

      
      //-- graph
      oSimulation.javaGraph(g, oSimulation.goalZ[g].simulation_string, "simulated evolution");
      cout << "<li><b>plot of the simulation</b>:</li>";
//      cout << "<div id=\"chartOverview"<<g<<"\" style=\"height:350px; width:650px;\"></div>";
      cout << "</ul>";
      cout << "</div>"; // alert alert-info
      */
    }
  cout << "<br>";
  hh.footer("simulation","simulation");
}

void investor_ui::show_follow_up()
{
//  struct tm theDate;
  int g, simulation_length_mnths; 
  string mnth_max, the_comment;
//  load_from_db(to_string(investor_id));  //load the investor object
  hh.header(investor_id, false, true);  // false as second param should not add javascript to hide/show the plans
                                        // second param
  hh.show_toolBar("followup",get_full_name());
  hh.aside(t_aside["follow_up"]);

  follow_up oFollowUp(this->investor_id);

  oFollowUp.simulate();
  cout << "<br>";
  cout << "<p>This page presents <strong>a simulation</strong> of what can possible happen in the future. In other words it is a simulation of how a dashboard to follow up on investments could look like in the future (given a certain market evolution). So, in an operational version of this software you would not have to put in a number of months to simulate, the system would rather drop you an emeail with this overview updated with today's market values.</p><p>Last session You stated " << oFollowUp.get_nbr_goals() << " goals. Below you find more information on any recommended actions.</p>";

  parse_simulation_duration_form(oFollowUp.get_nbrMonths2simulate(), "fu");
  
  parse_simulation_insight(&oFollowUp);
  
//  cout << "<BR> oFollowUp.get_nbrMonths2simulate() = " << oFollowUp.get_nbrMonths2simulate();
  for (g = 1; g <= oFollowUp.get_nbr_goals(); g++) oFollowUp.prepare_javaVars_colors(g, oFollowUp.get_nbrMonths2simulate());
  oFollowUp.parse_dashboard();


  cout << "<h2>Detailed Follow-Up per Goal</h2>";
  for (g = 1; g <= oFollowUp.get_nbr_goals(); g++)
    {
      cout << "<div class=\"alert alert-info\">";
      cout << "<div class=\"";
      hh.cout_box_color(oFollowUp.goalZ[g].color);
      cout << "\">";
      cout << "<h4>" << g << ". " << oFollowUp.goalZ[g].description << "</h4> ";
      cout << "</div>";
      cout << "<ul>";
      // -- description
      cout << "<li><b>Description</b>:" << oFollowUp.goalZ[g] << "</li>";
  /*    // -- benchmark
      cout << "<li><b>Benchmark</b>:<br>";
      parse_bm(oFollowUp.goalZ[g].benchmark, g);
      cout <<"</li>";
      
      cout << "<li><b>Savings Plan</b>:<br>";
      parse_savings_plan(&oFollowUp, g);
      cout <<"</li>";
  */    
      // -- simulation plot
      cout << "<li><b>How it might looks like in "<< mnth_max <<":</b>";
      //oFollowUp.javaGraph(g, oFollowUp.goalZ[g].simulation_string, "simulated evolution", oFollowUp.get_nbrMonths2simulate()); // this sets also the followup color
      oFollowUp.parse_javaGraph( g, oFollowUp.goalZ[g].simulation_string, t_plotlabels_evol[5]);
      simulation_length_mnths = min(oFollowUp.get_nbrMonths2simulate(),((goal_type_i2s[oFollowUp.goalZ[g].goal_type] == "rainy day savings") ? months2simulate() : oFollowUp.goalZ[g].realization_monthNbr));
      simulation_length_mnths = min(oFollowUp.get_nbrMonths2simulate(), oFollowUp.goalZ[g].realization_monthNbr);
      mnth_max = months2yms(simulation_length_mnths);
      the_comment = (simulation_length_mnths < oFollowUp.goalZ[g].realization_monthNbr) ? t_feedback[oFollowUp.goalZ[g].color] : t_feedback_post[oFollowUp.goalZ[g].color_followup] ;
      if (goal_type_i2s[oFollowUp.goalZ[g].goal_type] == "rainy day savings") the_comment = "Since this is your &quot;buffer&quot; investment it is not possible to say that this is a good of a bad situation now. The future will tell.";    // to force 
      
      cout << "</li>";
      cout << "<li><span class=\"" << hh.get_box_color_class(oFollowUp.goalZ[g].color_followup) << "\">The new color of this goal is <b>" << oFollowUp.goalZ[g].color_followup << "</b>. This means that after " << mnth_max << " and <b>if</b> you carefully followed the plan, this it <b>might</b> be that the dvice at that future moment would be: <b><i>"<< the_comment <<"</i></b></p><p>Note that this is only <b>one</b> possible outcome, press [enter], [F5] or the refresh button to see another possible simulation (eventually change the simulation horizon).<br>Note that not only you might put in different saving amounts or follow a different benchmark, also reasonable expectations about return, volatility and correlations might change!</li>";
      cout << "</ul>";
     cout << "</div>"; // alert alert-info
    }

  cout << "<br>";
  hh.footer("followup","follow_up");
}


void investor_ui::parse_bm(std::map<int, float> benchmark, int goal_number)
{
  std::map <int, string> asset_list = oAssetClass.get_assetList();
  unsigned i;
  float the_total = 0;
  
  //normalize the benchmark:
  for (i = 1; i <= benchmark.size(); i++) the_total += benchmark[i];
  for (i = 1; i <= benchmark.size(); i++) benchmark[i] = benchmark[i] / the_total;

//xx  cout << "\n<table class=\"bm\"><tr><td>";
  
  // the table:
/*  cout << "\n<table style=\"font-size:0.8em;\" border=\"1\">";
    
  for(i=1; i <= NBR_ASSET_CLASSES; i++)
  {
    cout << "<tr><td>"<< asset_list[i] << "</td><td>" << round(benchmark[i]*10000)/100 << "%</td></tr>";
  }
  cout << "</table>";
*/
  //the pie chart:
//xx  cout << "</td><td>";
  // - the pie chart of the benchmark
  cout << "\n<script class=\"code\" type=\"text/javascript\">$(document).ready(function(){var data = [";
  for(i=1; i <= NBR_ASSET_CLASSES; i++)
    {
    cout << "['" << asset_list[i] << " : " <<  round(benchmark[i]*10000)/100 << "%'," << round(benchmark[i]*10000)/100 << "]";
    if (i < NBR_ASSET_CLASSES) cout << ", ";
    }
  cout << "];";
  cout << "var plot"<<goal_number<<" = jQuery.jqplot ('chart"<<goal_number<<"', [data], ";
  cout << "{";
  cout << "seriesColors :" << hh.assetClassColors << ", ";
  cout << "seriesDefaults: {";
        // Make this a pie chart.
  cout << "renderer: jQuery.jqplot.PieRenderer,";
  cout << "rendererOptions: {";
        // Put data labels on the pie slices.
      // By default, labels show the percentage of the slice.
  cout << "showDataLabels: true }},";
  cout << "legend: { show:true, location: 'e', showLabels:true}";
  cout << "}";
  cout << ");});</script>";
  //        cout << "<span id=\"floatLeft\" style=\"width:40%;\">";
  cout << "<div id=\"chart"<<goal_number<<"\" style=\"height:" << to_string(NBR_ASSET_CLASSES * 34) << "px; width:600px; tr height:1em;\"></div>";
//xx  cout << "</td></tr></table>";
}


void investor_ui::show_goal_help_form_body()
{  
  cout << "<h3>Easy Goal Definition Screen</h3>";
  cout << "<p>Here are some common goals that might help you to set your goals.</p>";

  cout << "\n<form method=\"post\" action=\"" + oConfig.soft_url + "?a=ghs\" class=\"helpForm\">\n";

  cout << "<div class=\"goalHelpDiv\">";

  cout << hh.collapse_open("goalHelpDiv", "Retirement", 1, true, true);
  //cout << "<div class=\"alert alert-info\">";
 // cout << "<h3>Retirement</h3>\n";
  cout << "<p>Many people will consider their own retirement as the most important goal to save for.<br/>In order to plan for your retirement, you will need to do the following steps:";
  cout << "<ul><li>find out how much retirement income you will get from any sources outside this plan (minimal income, legal retirment, etc.)</li>";
  cout << "<li>find out how much monthly expenses you will have (housing, housing related costs, food, clothes, presents, etc.)</li>";
  cout << "<li>make the difference of the two above: that difference is the amount that you will need every month. Fill it in below.</li></ul></p>";
  cout << "<fieldset>\n";
  cout << "<ol>\n";
  cout << "<li>\n";
  cout << "<label for=\"R_from_age\">age when you plan to retire</label><input type=\"number\" name=\"R_from_age\" autofocus=\"true\" placeholder=\"65\" value=\"\"> the age at which you start to need the additional income\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"R_till_age\">age till when the income is needed</label><input type=\"number\" name=\"R_till_age\" autofocus=\"false\" placeholder=\"110\" value=\"110\"> 110 years old should be a safe limit, but feel free to provide your own.\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"R_income\">monthly additional income desired</label><input type=\"number\" name=\"R_income\" autofocus=\"false\" placeholder=\"1000\" value=\"\">\n";
  cout << "</li>\n";
  cout << "</ol>\n";
  cout << "</fieldset>";
  //cout << "</div>\n";
  cout << hh.collapse_close("goalHelpDiv",1);

  cout << hh.collapse_open("goalHelpDiv", "Rainy Day Savings", 2, true, false);
//  cout << "<div class=\"alert alert-info\">";
//  cout << "<h3>Rainy Day Savings</h3>\n";
  cout << "<p>A second investment goal that might come to your attention is \"a saving for the rainy day\". It is an amount that you will always want to keep liquid and available in case something unforeseen happens.";
  cout << "unforeseen reasons why you would need money are per definition those that you did do not plan for (as separate goals). Examples are urgent repair on the house, legal assistance, repatriation, hospitalisation costs (not covered by any insurance or the amount that you might have to advance), etc.</p>";
  cout << "<p>Troubles to decide on the amount? Try on of the following rule of thumb: two monthly salaties plus two months rent (or equivalent rental potential if you live in your own place)</p>";
  cout << "<fieldset>\n";
  cout << "<ol>\n";
  cout << "<li>\n";  error_message     = "";

  cout << "<label for=\"RDS_amount\">amount of the rainy day savings:</label><input type=\"number\" name=\"RDS_amount\" autofocus=\"true\" placeholder=\"5000\" value=\"\">\n";
  cout << "</li>\n";
  cout << "</ol>\n";
  cout << "</fieldset>";
//  cout << "</div>\n";
  cout << hh.collapse_close("goalHelpDiv", 2, true);

  cout << hh.collapse_open("goalHelpDiv", "Insurances", 3, true, false);
//  cout << "<div class=\"alert alert-info\">";
//  cout << "<h3>Insurances</h3>\n";
  cout << "<p>While it is probably easier to keep insurances out of this analysis (ie. deduce insurance payments that you plan to add from your saving capacity),";
  cout << " it is very important to consider if you would need any of the following insurances and make sure that you have them in place!</p>";
  cout << "<ul>";
  cout << "<li>life insurance: provides a certain amount of money for your close ones in case you pass away, not only to cover cost related to that unfortunate moment, but also to make sure they can live the life you want them to live without your contribution.</li>";
  cout << "<li>hospitalisation insurance: pays (preferably as third payer) for the event of hospitalisation</li>";
  cout << "<li>income insurance: in case you lose your income due to loss of business or loss of ability to work, you might want to have some replacement income in place.</li>";
  cout << "<li>insurance on any important properties: use as a rule of thumb that any utilitaraian object that you can not easily by back should be insured (eg. if you loose your computer it might be no problem to replace it but if your house burns down you might not be able to recover from that: so you need an insurance on the house!</li>";
  cout << "<li>TPL for your and those people for whome you're legally responsible</li>";
  cout << "<li>Any relevant professional insurance (eg. you might be legally responsible for the advice that you give as consultant)</li>";
  cout << "</ul>";
//  cout << "</div>\n";
  cout << hh.collapse_close("goalHelpDiv",3);

  cout << hh.collapse_open("goalHelpDiv", "Savings for (grand-) childeren", 4, true, false);
//  cout << "<div class=\"alert alert-info\">";
//  cout << "<h3>Savings for (grand-) childeren</h3>\n";
  cout << "<p>Many people will want to sed aside some money for their loved ones. Typical examples are kids or grand-kids. Most probably you will want to save for their studies or provide them with a certain amount \"to start their lives\"</p>";
  cout << "<fieldset>\n";
  cout << "<ul>\n";
  cout <<   "<li><b>First Kid</b>\n";
  cout <<     "<ol>\n";
  cout <<     "<li><label for=\"K1_desc\">description / name:</label><input type=\"text\" name=\"K1_desc\" placeholder=\"Amelia\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"K1_amount\">amount:</label><input type=\"number\" name=\"K1_amount\" placeholder=\"10000\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"K1_years\">due in</label><input type=\"number\" name=\"K1_years\" placeholder=\"15\" value=\"\"> years</li>\n";
  cout <<     "</ol></li>\n";
  cout <<   "<li><b>Second Kid</b>\n";
  cout <<     "<ol>\n";
  cout <<     "<li><label for=\"K2_desc\">description / name:</label><input type=\"text\" name=\"K2_desc\" placeholder=\"Amelia\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"K2_amount\">amount:</label><input type=\"number\" name=\"K2_amount\" placeholder=\"10000\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"K2_years\">due in</label><input type=\"number\" name=\"K2_years\" placeholder=\"15\" value=\"\"> years</li>\n";
  cout <<     "</ol></li>\n";
  cout <<   "<li><b>Third Kid</b>\n";
  cout <<     "<ol>\n";
  cout <<     "<li><label for=\"K3_desc\">description / name:</label><input type=\"text\" name=\"K3_desc\" placeholder=\"Amelia\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"K3_amount\">amount:</label><input type=\"number\" name=\"K3_amount\" placeholder=\"10000\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"K3_years\">due in</label><input type=\"number\" name=\"K3_years\" placeholder=\"15\" value=\"\"> years</li>\n";
  cout <<     "</ol></li>\n";
  cout << "</ul>\n";
  cout << "</fieldset>";
//  cout << "</div>\n";
  cout << hh.collapse_close("goalHelpDiv",4);


  cout << hh.collapse_open("goalHelpDiv", "Foreseeable expenses", 5, true, false);
//  cout << "<div class=\"alert alert-info\">";
//  cout << "<h3>Foreseeable expenses</h3>\n";
  cout << "Examples are:";
  cout << "<ul><li>repair to your dwelling house</li>";
  cout << "<li>a new car</li>";
  cout << "<li>etc.</li></ul>";
  cout << "<fieldset>\n";
  cout << "<ul>\n";
  cout <<   "<li><b>First Expense</b>\n";
  cout <<     "<ol>\n";
  cout <<     "<li><label for=\"FE1_desc\">description:</label><input type=\"text\" name=\"FE1_desc\" placeholder=\"Repair House\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"FE1_amount\">amount:</label><input type=\"number\" name=\"FE1_amount\" placeholder=\"10000\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"FE1_years\">due in</label><input type=\"number\" name=\"FE1_years\" placeholder=\"15\" value=\"\"> years</li>\n";
  cout <<     "</ol></li>\n";
  cout <<   "<li><b>Second Expense</b>\n";
  cout <<     "<ol>\n";
  cout <<     "<li><label for=\"FE2_desc\">description:</label><input type=\"text\" name=\"FE2_desc\" placeholder=\"New Car\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"FE2_amount\">amount:</label><input type=\"number\" name=\"FE2_amount\" placeholder=\"10000\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"FE2_years\">due in</label><input type=\"number\" name=\"FE2_years\" placeholder=\"15\" value=\"\"> years</li>\n";
  cout <<     "</ol></li>\n";
  cout <<   "<li><b>Third Expense</b>\n";
  cout <<     "<ol>\n";
  cout <<     "<li><label for=\"FE3_desc\">description:</label><input type=\"text\" name=\"FE3_desc\" placeholder=\"Maintainance Yacht\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"FE3_amount\">amount:</label><input type=\"number\" name=\"FE3_amount\" placeholder=\"10000\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"FE3_years\">due in</label><input type=\"number\" name=\"FE3_years\" placeholder=\"15\" value=\"\"> years</li>\n";
  cout <<     "</ol></li>\n";
  cout << "</ul>\n";
  cout << "</fieldset>";
//  cout << "</div>\n";
  cout << hh.collapse_close("goalHelpDiv",5);

  cout << hh.collapse_open("goalHelpDiv", "Foreseeable expenses", 6, true, false);
//  cout << "<div class=\"alert alert-info\">";
//  cout << "<h3>Life Dream</h3>\n";
  cout << "<p>Your personal life dream: art purchase, travel, yacht, a gift to a good cause, etc.</p>";
  cout << "<fieldset>\n";
  cout << "<ul>\n";
  cout <<   "<li><b>First Life Dream</b>\n";
  cout <<     "<ol>\n";
  cout <<     "<li><label for=\"LD1_desc\">description:</label><input type=\"text\" name=\"LD1_desc\" placeholder=\"Yacht\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"LD1_amount\">amount:</label><input type=\"number\" name=\"LD1_amount\" placeholder=\"100000\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"LD1_age\">age to realize this dream</label><input type=\"number\" name=\"LD1_age\" placeholder=\"55\" value=\"\"> years old</li>\n";
  cout <<     "</ol></li>\n";
  cout <<   "<li><b>Second Life Dream</b>\n";
  cout <<     "<ol>\n";
  cout <<     "<li><label for=\"LD2_desc\">description:</label><input type=\"text\" name=\"LD2_desc\" placeholder=\"World Travel\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"LD2_amount\">amount:</label><input type=\"number\" name=\"LD2_amount\" placeholder=\"100000\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"LD2_age\">age to realize this dream</label><input type=\"number\" name=\"LD2_age\" placeholder=\"65\" value=\"\"> years old</li>\n";
  cout <<     "</ol></li>\n";
  cout <<   "<li><b>Third Life Dream</b>\n";
  cout <<     "<ol>\n";
  cout <<     "<li><label for=\"LD3_desc\">description:</label><input type=\"text\" name=\"LD3_desc\" placeholder=\"Gift to Good Cause\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"LD3_amount\">amount:</label><input type=\"number\" name=\"LD3_amount\" placeholder=\"100000\" value=\"\"></li>\n";
  cout <<     "<li><label for=\"LD3_age\">age to realize this dream</label><input type=\"number\" name=\"LD3_age\" placeholder=\"75\" value=\"\"> years old</li>\n";
  cout <<     "</ol></li>\n";
  cout << "</ul>\n";
  cout << "</fieldset>";
//  cout << "</div>\n";
  cout << hh.collapse_close("goalHelpDiv",6);

  cout << "<button class=\"btn btn-primary\" type=\"submit\" value=\"Submit\">ADD ALL the goals that are filled out</button>\n&nbsp;";
  cout << "<button class=\"btn btn-primary\" type=\"reset\" value=\"reset\">"<< t_clear_form <<"</button>\n&nbsp;";
  cout << "<button class=\"btn btn-primary\" onclick=\"window.location.href='/" << oConfig.soft_url << "a=gl'\">" << t_cancel << "</button>";
  cout << "<input type=\"hidden\" name=\"a\" value=\"ghs\" />&nbsp;\n";
  cout << "</form>\n";

  cout << "</div>"; // goalHelpDiv
}

void investor_ui::goal_help_form()
{
  hh.header(investor_id);
  show_goal_help_form_body();
  hh.footer("","");
}


void investor_ui::goal_help_save()
{
  aGOAL the_goal(investor_id);
  int k;

  string R_from_age   = cgi("R_from_age");
  string R_till_age   = cgi("R_till_age");
  string R_income     = cgi("R_income");
  if((R_from_age != "") && (R_till_age != "") && (R_income != ""))
  {
    float from_age = atof(R_from_age.c_str());
    float till_age = atof(R_till_age.c_str());
    if (from_age <= age()) 
    {
      from_age = this->age(0);
      std_message = std_message + "<li>I changed the from_date of the retirement goal to today (one cannot plan for past income)</li>";
    }
    if (from_age < till_age)
    {
      string f_dateStr = mNbr2dateStr(age2monthNbr(from_age));
      string t_dateStr = mNbr2dateStr(age2monthNbr(till_age));
#ifdef DEBUG
      debug_info = debug_info + "<br>f_dateStr = " + f_dateStr + ", mNbr = " + to_string(age2monthNbr(from_age))+ ", age = " + to_string(from_age);
      debug_info = debug_info + "<br>t_dateStr = " + t_dateStr + ", mNbr = " + to_string(age2monthNbr(till_age))+ ", age = " + to_string(till_age);
#endif
      if (the_goal.set_amount(R_income) && the_goal.set_from_date(f_dateStr) && the_goal.set_till_date(t_dateStr))
      {
        the_goal.set_goal_type(to_string(goal_type_s2i["income from/to"]));
        the_goal.set_description("Extra income during retirement");
        the_goal.set_currency(this->currency);
        the_goal.set_priority("1");
        the_goal.set_frequency("M"); 
        the_goal.set_realization_age(dateStr2Age(t_dateStr), this->age(0));
        the_goal.set_max_shortfall("0");
        the_goal.add_to_db();
      }
    }
    else
    {
      error_message = error_message + "<li>Sorry, I failed to add the RETIREMENT goal (note that the from-date must be in the future but before the end date; provided: from_age=" + R_from_age + ", till_age=" + R_till_age + ")), please retry!</li>";
    }
  }

  string RDS_amount   = cgi("RDS_amount");
  //the_goal = new aGOAL;  //xxxxxxxxxxxxxx
  if(RDS_amount != "")
  {
    if (atof(RDS_amount.c_str()) > 0)
    {
      string end_dateStr = mNbr2dateStr(age2monthNbr(simulate_till_age));
      the_goal.set_amount(RDS_amount);
      the_goal.set_from_date(tm2DateStr(get_tm(0)));
      the_goal.set_till_date(end_dateStr);
      the_goal.set_goal_type(to_string(goal_type_s2i["rainy day savings"]));
      the_goal.set_description("Rainy day savings");
      the_goal.set_currency(this->currency);
      the_goal.set_priority("3");
      the_goal.set_frequency("O");
      the_goal.set_realization_age(to_string(simulate_till_age), this->age(0));
      the_goal.set_max_shortfall("0");
      the_goal.add_to_db();
    }
    else
    {
      error_message = error_message + "<li>Sorry, the RAINY DAY savings should be a positive amount.</li>";
    }
  }

  string g_desc;
  string g_amount;
  string g_years ;
  string g_age;

  float g_age_fl;


  for (k = 1; k <=3; k++)
  {
      g_desc   = cgi("K" + to_string(k) + "_desc");
      g_amount = cgi("K" + to_string(k) + "_amount");
      g_years  = cgi("K" + to_string(k) + "_years");

      if (g_desc + g_amount + g_years != "")
      {
      if (atof(g_years.c_str()) > 0)
      {
        the_goal.set_amount(g_amount);
        g_age_fl = this->age(0) + atof(g_years.c_str());
        the_goal.set_realization_age(to_string(g_age_fl), this->age(0));
        the_goal.set_from_date(mNbr2dateStr(age2monthNbr(g_age_fl)));
        the_goal.set_till_date(the_goal.from_date);
        the_goal.set_goal_type(to_string(goal_type_s2i["amount@date"]));
        the_goal.set_description(g_desc);
        the_goal.set_currency(this->currency);
        the_goal.set_priority("5");
        the_goal.set_frequency("O");
        the_goal.set_max_shortfall("0");
        the_goal.add_to_db();
      }
      else
      {
      error_message = error_message + "<li>The spending for your kids has to be in the FUTURE.</li>";
      }
    }
  }

  for (k = 1; k <=3; k++)
  {
      g_desc   = cgi("FE" + to_string(k) + "_desc");
      g_amount = cgi("FE" + to_string(k) + "_amount");
      g_years  = cgi("FE" + to_string(k) + "_years");
      if (g_desc + g_amount + g_years != "")
      {

      if (atof(g_years.c_str()) > 0)
      {
        the_goal.set_amount(g_amount);
        g_age_fl = this->age(0) + atof(g_years.c_str());
        the_goal.set_realization_age(to_string(g_age_fl), this->age(0));
        the_goal.set_from_date(mNbr2dateStr(age2monthNbr(g_age_fl)));
        the_goal.set_till_date(the_goal.from_date);
        the_goal.set_goal_type(to_string(goal_type_s2i["amount@date"]));
        the_goal.set_description(g_desc);
        the_goal.set_currency(this->currency);
        the_goal.set_priority("7");
        the_goal.set_frequency("O");
        the_goal.set_max_shortfall("0");
        the_goal.add_to_db();
      }
      else
      {
      error_message = error_message + "<li>The foreseeable spendings have to be in the FUTURE.</li>";
      }
    }
  }

  for (k = 1; k <=3; k++)
  {
      g_desc   = cgi("LD" + to_string(k) + "_desc");
      g_amount = cgi("LD" + to_string(k) + "_amount");
      g_age    = cgi("LD" + to_string(k) + "_age");

      if (g_desc + g_amount + g_age != "")
      {

      g_age_fl = atof(g_age.c_str());
      if (g_age_fl > age(0))
      {
        the_goal.set_amount(g_amount);
        the_goal.set_realization_age(g_age, this->age(0));
        the_goal.set_from_date(mNbr2dateStr(age2monthNbr(g_age_fl)));
        the_goal.set_till_date(the_goal.from_date);
        the_goal.set_goal_type(to_string(goal_type_s2i["amount@date"]));
        the_goal.set_description(g_desc);
        the_goal.set_currency(this->currency);
        the_goal.set_priority("9");
        the_goal.set_frequency("O");
        the_goal.set_max_shortfall("0");
        the_goal.add_to_db();
      }
      else
      {
      error_message = error_message + "<li>The spending for your kids has to be in the FUTURE.</li>";
      }
    }
  }

  if (error_message == "")
  {
    hh.header(investor_id);
    hh.show_toolBar("goals",get_full_name());
    oGoal.list(investor_id, true);        // show the t_before_list and list existing and show input form for new
    hh.aside(t_aside["goalInfo"]);
    hh.footer("goals","goal");
  }
  else
  {
    hh.header(0);
    hh.show_toolBar("register");
    show_goal_help_form_body();
    hh.aside(t_aside["goalHelpFail"]);
    hh.footer("goals","goal");
  }

}  // goal_help_save

void investor_ui::parse_savings_plan(investment_problem* oInvProbl, int g)
{
  struct tm theDate = get_tm(0);
  int i;
  cout << endl;
  cout << "<button id=\"btnShowSP" << g << "\">Show</button>";
  cout << "<button id=\"btnHideSP" << g << "\">Hide</button>";
  cout << "<div id=\"savingsPlan" <<  g << "\">";
  cout << endl;
  cout << "<table border=\"1\" class=\"savingPlan\">";
  //cout << "<tr><th>Date</th><th>Amount</th><th>Currency</th></tr>" << endl;
  cout << "<tr><th>Date</th><th>Amount</th></tr>" << endl;
  for (i=0; i<= oInvProbl->goalZ[g].realization_monthNbr;i++)
  {
    if (oInvProbl->goalZ[g].saving_plan[i] > 0)
    { // only show an entry in the table if there are savings
      cout << "<tr>";
      cout << "<td>" << tm2DateStr(theDate) << "</td>";
      //cout << "<td>" << to_string(std::printf("%.2f",oInvProbl->goalZ[g].saving_plan[i])) << "</td>";
      cout << "<td>" << curr_format(oInvProbl->goalZ[g].saving_plan[i], oInvProbl->goalZ[g].currency) << "</td>";
      //cout << "<td>" << oInvProbl->goalZ[g].currency << "</td>";
      cout << "</tr>" << endl;
    }
    if (theDate.tm_mon <= 10) theDate.tm_mon++;
      else
        {
        theDate.tm_year++;
        theDate.tm_mon = 0;
        }
  }
  cout << "</table></div>";
  cout << "<button id=\"btnHide2SP" << g << "\">Hide Savings Plan</button>";  // second hide button under the list
}


void investor_ui::show_total_portfolio(investment_problem * oInvProbl)
{
  int g, m;
  unsigned mNbr, ac;
  std::map<int, float> portfolio_composition;
  float savings_for_goal;
  
  cout << "<div class=\"alert alert-info\">\n";
  cout << "<h2>Total Portfolio</h2>\n";
  cout << "<p>While all goals can be managed in separate portfolios, it might as well suit you to keep all your assets in one portfolio. If you choose to do so, it should look more or less as follows.<br>Below we show the content of your ideal portfolio on different short time horizons. This should allow you to decide on what benchmark you need for the next year.</p>";
  cout << "<p>On longer horizons, we recommended to re-run and update this tool in the future (eg. once per year) and adapt your portfolio accordingly.</p>\n";
  cout << "<p>Below we show your average composition on " + to_string(oConfig.total_portf_monthNbrs.size()) + " different horizons so that you can choose to hold a portfolio equal to the average or make it evolve.</p>\n";
  cout << "<ul>";
  for (mNbr = 1; mNbr <= oConfig.total_portf_monthNbrs.size(); mNbr++)
  {
    for(ac=1; ac <= NBR_ASSET_CLASSES; ac++) portfolio_composition[ac] = 0;
    for (g = 1; g <= oInvProbl->get_nbr_goals(); g++)
    {
      savings_for_goal = 0;
      for (m = 0; m <= min(oConfig.total_portf_monthNbrs[mNbr-1], oInvProbl->goalZ[g].realization_monthNbr); m++) 
      {
    savings_for_goal += (oInvProbl->goalZ[g].saving_plan[m]);// - oInvProbl->goalZ[g].means_goal[m] - ((m == oInvProbl->goalZ[g].realization_monthNbr)?oInvProbl->goalZ[g].amount:0.0));
        //cout << "<br>oInvProbl->goalZ["  << g << "].means_goal[" << m << "])" << oInvProbl->goalZ[g].means_goal[m];
      }
      for (ac=1; ac <= NBR_ASSET_CLASSES; ac++)
      {
        portfolio_composition[ac] += oInvProbl->goalZ[g].benchmark[ac] * savings_for_goal;
      }
    }
    // output the results
    cout << "<li>On a horizon of " << to_string(oConfig.total_portf_monthNbrs[mNbr-1]) << " months your portfolio should look approximately as follows:<br>";
    parse_bm(portfolio_composition, 1000 + mNbr);  // add 1000 to avoid re-using an existing number (assuming the user uses less than 1000 goals
    cout << "</li>\n";
  }
  cout << "</ul>";
  cout << "</div>\n";
  
}

void investor_ui::parse_simulation_duration_form(int nbrMonths, string action)
{
  int nYrs   = (int)floor(nbrMonths / 12);
  int nMnths = nbrMonths - nYrs * 12;
  cout << "<div class=\"alert alert-info\">";
  cout << "\n<form method=\"post\" action=\"" + oConfig.soft_url + "\" id=\"simulation_duration\">\n";
  cout << "<fieldset>\n";
  cout << "<h2>" << t_simulation_duration << "</h2>";
  cout << "<ol>\n";
  cout << "<li>\n";
  cout << "<label for=\"nYears\" id=\"follow_up_nbrYrs\" align=\"left\">years</label>"
       << "<input type=\"number\" name=\"nYears\" autofocus=\"true\" required min=\"0\" max=\"" << (int)(MAX_MNTHS_2_SIMULATE / 12) << "\"  placeholder=\"1\" value=\""        << nYrs << "\">\n";
  cout << "</li>\n<li>";
  cout << "<label for=\"nMonths\" id=\"follow_up_nbrMonths\" >months</label><input type=\"number\" name=\"nMonths\" autofocus=\"false\" required min=\"0\" max=\"" << MAX_MNTHS_2_SIMULATE << "\" placeholder=\"0\" value=\"" << nMnths << "\">\n";
  cout << "</li>\n<li>";
  cout << "<button class=\"btn btn-primary\" type=\"submit\" value=\"Submit\" id=\"sim_dur\">Simulate Again</button>\n&nbsp;";
//  cout << "<button type=\"reset\" value=\"reset\">Reset</button>\n&nbsp;";
  cout << "</li></ol>\n";
cout << "</fieldset>";
  cout << "<input type=\"hidden\" name=\"a\" value=\"" << action << "\" />&nbsp;\n";
  cout << "</form>\n";
  cout << "</div>";
}

void investor_ui::parse_simulation_insight(simulation *oSim)
{
  cout << "<div class=\"alert alert-info\">";
  cout << "<H2>How this simulation over " << months2yms(oSim->get_nbrMonths2simulate()) << " worked out</H2>";
  oSim->plot_market_evol();
  cout << "<div id=\"chartMEvol\" style=\"height:350px; width:650px;\"></div>";
  cout << "<p>To see another simulation: " << "<button class=\"btn btn-primary\" type=\"submit\" value=\"Submit\" id=\"sim_dur\">Simulate Again</button>\n&nbsp;</p>";
  cout << "</div>";
}