[office/kmymoney/Handbook-5.2] /: more fixups

Jack Ostroff null at kde.org
Fri Apr 12 20:47:34 BST 2024


Git commit 999d156de1316fd2d46075804b8c4b64c391bf7d by Jack Ostroff.
Committed on 06/03/2024 at 17:43.
Pushed by ostroffjh into branch 'Handbook-5.2'.

more fixups

M  +2    -0    README-CONTRIBUTORS
A  +-    --    doc/config_xml_storage.png
M  +44   -0    doc/details-reports.docbook
M  +1    -5    doc/details-search.docbook
M  +22   -43   doc/details-settings.docbook
M  +1    -1    doc/details-tags.docbook
A  +-    --    doc/reports_configuration_plugin.png

https://invent.kde.org/office/kmymoney/-/commit/999d156de1316fd2d46075804b8c4b64c391bf7d

diff --git a/README-CONTRIBUTORS b/README-CONTRIBUTORS
index c290a42217..8ca6fc7e0c 100644
--- a/README-CONTRIBUTORS
+++ b/README-CONTRIBUTORS
@@ -322,6 +322,8 @@ multiple places.
 
 - Budget View has buttons labelled Upd and Res.  Should these be expanded to Update and Reset?
 
+- Should iCalendar be mentioned anywhere other than the Settings chapter?
+
 This is a list of potential enhancements I came up with while reviewing the handbook,
 but have not yet posted either as wishlist bugs, entries to any Issue on invent, or
 elsewhere.
diff --git a/doc/config_xml_storage.png b/doc/config_xml_storage.png
new file mode 100644
index 0000000000..06fc49833c
Binary files /dev/null and b/doc/config_xml_storage.png differ
diff --git a/doc/details-reports.docbook b/doc/details-reports.docbook
index 78103094c2..0a80e6937d 100644
--- a/doc/details-reports.docbook
+++ b/doc/details-reports.docbook
@@ -483,6 +483,50 @@
   linkend="details.search">Search Transactions</link> section for details on those
   tabs.</para>
 </sect2>
+
+<sect2 id="details.reports.config.plugin"><title>Report Plugin Configuration</title>
+<para>
+  Behind the scenes, Reports are actually implemented as a plugin in &kmymoney;, and
+  there are some items which can be configured through the <link
+  linkend="details.settings.plugins.reports">Reports View Plugin Configuration</link>
+  dialog.
+</para>
+
+<screenshot>
+  <screeninfo>report plugin configuration</screeninfo>
+  <mediaobject>
+    <imageobject>
+      <imagedata fileref="reports_configuration_plugin.png" format="PNG" />
+    </imageobject>
+    <textobject>
+      <phrase>report plugin configuration</phrase>
+    </textobject>
+  </mediaobject>
+</screenshot>
+
+<para>
+  <guilabel>Maximum number of legend items to display</guilabel> limits the number of
+  items to list in the legend of the graph or chart display of a report.  This can be
+  useful if there are enough items that the legend would otherwise overwhelm the main
+  display.
+</para>
+
+<para>
+  <guilabel>Charts line width</guilabel> is the default width in pixels of any lines
+  in the chart display of a report.
+</para>
+
+<para>
+  <guilabel>Charts palette</guilabel> gives some choice in the array of colors used
+  in graphs and chart displays of a report.
+</para>
+
+<para>
+  Since the graph and chart displays of reports are shown using HTML, the
+  <guilabel>Default CSS file</guilabel> lets you provide a css file to customize
+  these displays.
+</para>
+</sect2>
 </sect1>
 
 <sect1 id="details.reports.charts"><title>Graphs & Charts</title>
diff --git a/doc/details-search.docbook b/doc/details-search.docbook
index 0e85c97996..b2eefcef12 100644
--- a/doc/details-search.docbook
+++ b/doc/details-search.docbook
@@ -244,7 +244,7 @@
 </para>
 
 <para>
-  Tags that are marked for search are indicated with a box.  If you click the
+  Tags that are marked for search are indicated with a checked box.  If you click the
   <guibutton>Select all</guibutton> button, all tags are marked for searching. If you
   click the <guibutton>Select none</guibutton> button, no tags will be marked for
   searching.  Individual tags can be marked or unmarked by clicking on the checkbox
@@ -255,10 +255,6 @@
   If you check the <guilabel>Select transactions without tags</guilabel> box, only
   transactions with no tag will be selected.
 </para>
-
-<para>
-  <!-- FIXME: need to mention known issues with searching on tags in splits -->
-</para>
 </sect2>
 
 <sect2 id="details.search.payee"><title>Payee</title>
diff --git a/doc/details-settings.docbook b/doc/details-settings.docbook
index a21f27fdc2..7726862570 100644
--- a/doc/details-settings.docbook
+++ b/doc/details-settings.docbook
@@ -44,9 +44,8 @@
   </mediaobject>
 </screenshot>
 
-<!-- I would prefer to use a more consistent hierarchy and use of levels on this
-     page.  For example, when to use sectX and when variablelist.  For now, I'm
-     minimizing changes. -->
+<!-- FIXME: I prefer a more consistent hierarchy and use of levels on this page, such
+     as with use sectX and variablelist.  For now, I minimize changes. -->
 <variablelist>
   <varlistentry>
     <term><guilabel>Autosave options</guilabel></term>
@@ -330,9 +329,6 @@
 </sect1>
 
 <sect1 id="details.settings.home"><title>Home</title>
-<!-- FIXME: For consistency, <sect2> should only be used for tabs.  I'm too lazy to
-     convert this to a variablelist now, which would require subsuming the lower
-     levels to paras.  -->
 
 <sect2><title>Home page display sections</title>
 <screenshot>
@@ -947,13 +943,13 @@
 </variablelist>
 </sect2>
 
-<sect2><title>   </title>
-<!-- FIXME: This is a good example of problems with the current mix of sect and
-     variablelist, as this sect with no title gives inadequate spacing between the
-     previous and this list entry, even with  , so it looks like they belong
-     together.  I consider using literallayout a bad solution.  I'm open to
-     suggestions on how to deal with this.  Not using sect2 for boxes might help,
-     but would be a lot of effort. -->
+<sect2><title>Ungrouped Item</title>
+<!-- FIXME: This is a good example of problems with the current mix of sectX and
+     variablelist.  Without a title, this sect has inadequate spacing above it.  so
+     it looks like it is part of the previous group, but the actual title does not
+     match the lack of title in the actual config dialog.  I'm open to suggestions on
+     how to deal with this.  Not using sect2 for boxes might help, but would be a lot
+     of effort.  Perhaps just adding a box and title to the config dialog?  -->
 <literallayout>
 </literallayout>
 <variablelist>
@@ -1141,8 +1137,8 @@
   <ulink url="https://doc.qt.io/qt-5/richtext-html-subset.html">here</ulink>.
 </para>
 
-<!-- FIXME: do we want to actually include any of these here, and if so, with how
-     much detail? -->
+<!-- FIXME: do we want to actually include these checkwriting variables here, and if
+     so, with how much detail? -->
 <!-- info from source code on substitution variables.  Future exercise to list/describe them here.
     // data about the user
     checkHTML.replace("$OWNER_NAME", file->user().name());
@@ -1225,7 +1221,6 @@
 </sect2>
 
 <sect2><title>iCalendar</title>
-<!-- FIXME:  This isn't mentioned anywhere else.  SHould it be? -->
 <para>
   &kmymoney; is capable of exporting a file inb then <quote>iCalendar</quote> format,
   so you can import your scheduled transactions into &korganizer;, or another
@@ -1284,39 +1279,23 @@
 </para>
 </sect2>
 
-<sect2><title>Reports view</title>
-<!-- FIXME:  this needs better incorporation into the Reports Chapter.  It is currently
-     not mentioned there at all. -->
+<sect2 id="details.settings.plugins.reports"><title>Reports view</title>
 <para>
-  This provides a dialog where you can configure some default values to be used when displaying
-  <link linkend="details.reports">Reports</link>.
-</para>
-
-<para>
-  <guilabel>Maximum number of legend items to display</guilabel> limits the number of
-  items to list in the legend of the graph of chart display of a report.
-</para>
-
-<para>
-  <guilabel>Charts line width</guilabel> is the default width in pixels of any lines
-  in the chart display of a report.
-</para>
-
-<para>
-  <guilabel>Charts palette</guilabel> gives some choice in the array of colors used
-  in graphs and chart displays of a report.
-</para>
-
-<para>
-  Since the graph and chart form of reports are shown using HTML, the
-  <guilabel>Default CSS file</guilabel> lets you provide a css file to customize
-  these displays.
+  This provides a dialog where you can configure some default values to be used when
+  displaying <link linkend="details.reports">Reports</link>.  The details are
+  described with the other <link linkend="details.reports.config.plugin">Report
+  Configuration</link> settings.
 </para>
 </sect2>
 
 <sect2><title>XML Storage</title>
 <para>
-  <!-- FIXME:  still needs writing..... -->
+  The default storage of your data is in &XML; format, described in the chapter on
+  <link linnkend="details.formats">File Formats</link>.  Because the code which reads
+  and saves your data is implemented as a plugin, the configuration dialog which
+  controls some aspects of this storage is accessed through the Plugin section of the
+  general KMyMoney Configuration, although it is described in the above linked
+  section.
 </para>
 </sect2>
 </sect1>
diff --git a/doc/details-tags.docbook b/doc/details-tags.docbook
index 2417ec219f..28e60322d7 100644
--- a/doc/details-tags.docbook
+++ b/doc/details-tags.docbook
@@ -5,7 +5,7 @@
     <author>&Cristian.Onet; &Cristian.Onet.mail;</author>
     <author>&Michael.Carpino; &Michael.Carpino.mail;</author>
   </authorgroup>
-  <date>2023-08-30</date>
+  <date>2024-02-060</date>
   <releaseinfo>5.2.0</releaseinfo>
 </chapterinfo>
 <title>Tags</title>
diff --git a/doc/reports_configuration_plugin.png b/doc/reports_configuration_plugin.png
new file mode 100644
index 0000000000..8d4358373a
Binary files /dev/null and b/doc/reports_configuration_plugin.png differ



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