[Kmymoney-devel] Prices dialog

[allan]

On 16/06/10 04:07, Alvaro Soliverez wrote:
> 
> 
> On Tue, Jun 15, 2010 at 7:01 AM, allan <aganderson at ukonline.co.uk
> <mailto: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>
>     > <mailto: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>
>     >     <mailto: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'm not sure which account you're thinking of here.  At the investment
account level, I have the original 'Account A' name.  Then I wanted to
segregate those transactions into separate investment accounst by year
of original purchase, so then I had 'Account A' , 'Account A-2008',
'Account A-2009' and  'Account A-2010', all using the same security so
all having the same security name.  So now in the prices table I have
four sets of pricing information, with no way of knowing which set I
needed to delete/edit.  Changing the name of the investment account
wouldn't help because that name doesn't appear in the table.  Changing
the name of the security wouldn't help because all investment accounts
share the same security name, plus that name doesn't appear in the table
either.

> 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.
> 
> Regards,
> Alvaro
> 

I certainly don't want to make unnecessary work for you and if it is not
a simple job then I'll have to live with it.

Another thought has just occurred, now that there is a search bar.
Could Thomas's suggestion about a tooltip on hovering over a line, just
give the name of the enclosing investment account?  Then, I could select
the appropriate security entry and either allow all related entries to
be deleted, or for that security to be fed to the search bar to display
all prices for that security, which could be edited or multi-selected
for bulk delete, etc.?

If that is a big issue too, then I'll drop the idea.

Thanks

Allan