[Kmymoney-devel] Securities dialog

[Alvaro Soliverez]

On Tue, Jun 22, 2010 at 8:34 PM, allan <aganderson at ukonline.co.uk> wrote:
> 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!

Great. I'm glad that it finally worked for you. And thanks for the
help in testing it!

Now, how does it work for others? Is it "usable"? (I hate that buzzword)
Does it offer the necessary info without adding too much bloat?

Also, one of the objectives I had was to try to maintain consistency
with other ported lists and dialogs, from a code and a look-and-feel
point of view.

Regards,
Alvaro