[Kmymoney-devel] Securities dialog

allan aganderson at ukonline.co.uk
Wed Jun 23 01:34:06 CEST 2010


On 22/06/10 20:10, Alvaro Soliverez wrote:
> 
> 
> On Tue, Jun 22, 2010 at 7:12 AM, allan <aganderson at ukonline.co.uk
> <mailto:aganderson at ukonline.co.uk>> wrote:
> 
>     On 22/06/10 10:53, allan wrote:
>     > On 22/06/10 03:55, Alvaro Soliverez wrote:
>     >> Ok, the investment list was simpler than expected.
>     >>
>     >> Jack, you have some documentation and screenshot update to do, as the
>     >> securities are now on a tab in the investments view.
>     >>
>     >> Regards,
>     >> Alvaro
>     >
>     > Hi Alvaro
>     >
>     > That looks good.  Except, here, when I open Investments view, equities
>     > tab, with acres of screen space available, it's necessary to use the
>     > horizontal scroll bar to actually see the price value.  Similarly,
>     only
>     > half the securities tab data is visible until scrolled.
>     >
>     > Could those table windows be made wider, do you think, please, and the
>     > name column to expand to the data width?
> 
> 
> Done in SVN.
>  
> 
>     >
>     > Thanks
>     >
>     > Allan
> 
>     Sorry, back again.  It would be even better if the name and symbol
>     columns could be sorted via the column header.
> 
>     Might it be an idea too for the Prices Table to be moved to the
>     investments view?  It would seem a natural fit there.  Oh, but there are
>     currencies still in it, and they are in the Currencies Editor too.
> 
> 
> Prices has data that belong to multiple views, as opposed to securities,
> which only belong to investments.
>  
> 
> 
>     While I'm on about the Prices Editor, many thanks for the inclusion of
>     the Stock Name.  I think there's a bit of a problem though.  The list
>     for me starts off with three entries for the first symbol, which is
>     correct for me (that's the problem I need to fix.)  the second and third
>     though have a blank stock name, while the first has four entries some of
>     which belong to the missing items below.  Like "FundName, FundName,
>     FundName (08/09), FundName (09/10).
> 
> That means that those stocks are using the first price, and not the
> other three.
> 
> What the algorithm does is, look for all stock accounts, then create a
> map for each currency found and add the currency id as key, and the
> stock name as value.
> By this logic, all funds are using the first currencies. The remaining
> currencies are not being used by any stock.
> 
> Regards,
> Alvaro
> 

Hi Alvaro

That helps a lot!  I'm pleased to say that the block delete and the
inclusion of the names enabled me to sort out the remaining problems I
had in my file.  They were residual prices from when I set up several
securities in an investment account when what I should have done was use
a single security in several investment accounts, and then the removal
of the unwanted securities.

I thought I would have to edit the xml file to do it fully, but that
turned out not to be necessary.  So, a big thank you for the speedy
improvement.  It helped to lighten an otherwise frustrating day!

Allan


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