[Kmymoney-devel] Prices dialog

[Thomas Baumgart]

Hi all,

on Wednesday 16 June 2010 05:07:27 Alvaro Soliverez wrote:


> On Tue, Jun 15, 2010 at 7:01 AM, allan <aganderson at ukonline.co.uk> wrote:
> > On 15/06/10 10:48, Alvaro Soliverez wrote:
> > > On Tue, Jun 15, 2010 at 6:38 AM, allan <aganderson at ukonline.co.uk
> > > <mailto:aganderson at ukonline.co.uk>> wrote:
> > >
> > >     On 15/06/10 06:51, Thomas Baumgart wrote:
> > >     > Hi all,
> > >     >
> > >     > on Tuesday 15 June 2010 02:35:19 Alvaro Soliverez wrote:
> > >     >> On Mon, Jun 14, 2010 at 8:14 AM, aga <aganderson at ukonline.co.uk
> > >
> > >     <mailto:aganderson at ukonline.co.uk>> wrote:
> > >     >>> Hi Alvaro
> > >     >>>
> > >     >>> Funnily enough, I was just thinking yesterday that I should be
> > >
> > >     putting in
> > >
> > >     >>> a wish-list item for the prices dialog.
> > >
> > >     <snip>
> > >
> > >     >>> 2) Also, partly in connection with the above, but also as a
> >
> > separate
> >
> > >     >>> wish, would be the display of the account name alongside each
> > >
> > >     entry.  In
> > >
> > >     >>> my prices
> > >     >>> list I have more than one separate entry for a few securities.
> > >
> > >      I don't
> > >
> > >     >>> mean
> > >     >>> different prices, but, with the 'display every entry'
> > >
> > >     UN-checked, a few
> > >
> > >     >>> prices
> > >     >>> show more than once.  This probably goes back to when I split
> > >     >>> up
> > >
> > >     some
> > >
> > >     >>> funds that I had bought at different times and unfortunately
> > >
> > >     gave them
> > >
> > >     >>> each a duplicate security instead of sharing the one.  I have
> > >     >>> now corrected that and
> > >     >>> they do now share the one security, but the old entries remain
> > >
> > >     and I want
> > >
> > >     >>> to
> > >     >>> remove them, but there is no indication of which prices belong
> > >
> > >     to which
> > >
> > >     >>> account and which are therefore redundant.
> > >     >>>
> > >     >>>
> > >     >>> If the price entry had with it the account name it would be
> > >     >>> easy
> > >
> > >     to see
> > >
> > >     >>> which
> > >     >>> prices list entry referred to which account.   Also, though, I
> > >
> > >     don't use
> > >
> > >     >>> the
> > >     >>> symbol on a day-so-day basis, and am much more comfortable
> > >
> > >     seeing the
> > >
> > >     >>> security
> > >     >>> name rather than its symbol.
> > >     >>
> > >     >> The issue I have with this, is those prices which are associated
> >
> > with
> >
> > >     >> multiple accounts.
> > >     >> How do we display the accounts in those cases?
> > >     >> Do we display it only when there is only one account related to
> > >
> > >     that price?
> > >
> > >     >> If we don't display multiple accounts, how do we differentiate
> > >
> > >     from the
> > >
> > >     >>  case when there are no accounts related to a price?
> > >     >
> > >     > That's exactly the problem.
> > >     >
> > >     > [...]
> > >
> > >     At the moment, it displays a line for each security but shows only
> >
> > the
> >
> > >     symbol.   With the proposed change, for a particular symbol, each
> >
> > line
> >
> > >     would show in addition a different investment account.
> > >
> > >
> > >
> > > Oh, you are talking about the commodity and currency columns right? \O/
> > > Right now, there we only display the id of the security, whereas we
> > > could display the name too.
> > > And to be more clear, the commodity displayed here is not the
> > > investment account, that's why we seemed confused.
> >
> > Ah, but because the securities are all one and the same, their names
> > also will be the same.  It is the parent  investment account name that
> > is the needed information.
> >
> > Just to be totally clear, I have the same security in three different
> > investment accounts, one for each year of purchase (because the
> > investment company separates dividend payments by year (their account is
> > per year).  Each security has the same name because they are identical,
> > but the investment account names differ.  When I edit an entry
> > in the prices list, the only way to be sure it's the correct entry is to
> > have its parent account name visible.
> 
> It is already complicated to get the corresponding account, and you need
>  the parent account?
> Can't you temporarily change the name of the account, match by that and
>  then change it back? :/
> 
> I've been thinking about this issue, and I'd agree with adding a "Stock
> name" column for the case when a price is related to an invesment. Besides
> this very specific case, I don't see the point to add the parent name. Of
> course, there must be cases I probably haven't thought about, but let's try
> to keep the columns to a minimum.

Just an idea that came through my mind and which I want to share here: how 
about a tooltip to show this kind of information in said dialog?

-- 

Regards

Thomas Baumgart

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