[Kmymoney-devel] Review Request: CSVPlugin wizard version

[Allan Anderson]

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The patch file produced by qgit is incomplete, missing several files, including all the new wizard ui files.

I'll try the standard git way, which previously gave me trouble.

- Allan Anderson


On Nov. 15, 2011, 3:50 p.m., Allan Anderson wrote:
> 
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> This is an automatically generated e-mail. To reply, visit:
> http://git.reviewboard.kde.org/r/103142/
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> 
> (Updated Nov. 15, 2011, 3:50 p.m.)
> 
> 
> Review request for KMymoney.
> 
> 
> Description
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> 
> This was submitted originally as http://svn.reviewboard.kde.org/r/6818/ on 28 October.
> 
> The two earlier versions of the plugin suffered from different difficulties in the UI.  A wizard approach has now been adopted, to give better guidance to the user of the flow in the UI.
> 
> Also, in the investment section of the earlier versions, only simple CSV files could be catered for, where the file contained just a single security.  When files from brokers become involved, this is a different kettle of fish all together.  I've added support for two brokers, Merril Lynch and Schwab.  Their files may contain several securities, and the investment activity type may not be in a separate column, but buried in a Detail column.  In fact, the requirements for just these two brokers were conflicting, and dealing with both correctly became pretty complex.  The names used to define the security may vary within a file and may be different from those in use by the user, so the user has the opportunity to edit the security names during the import process.
> 
> A further problem was that some files did not use ticker symbols on all investment lines, and this is necessary for compatibility with KMyMoney.  It will therefore be necessary for the user to add symbols to the input file beforehand, although as long as they are used consistently, they do not need to be 'real' symbols.
> 
> 
> Diffs
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> 
>   kmymoney/plugins/csvimport/CMakeLists.txt 1ca4590 
>   kmymoney/plugins/csvimport/convdate.cpp c5e1bab 
>   kmymoney/plugins/csvimport/csvimporterdlg.h 5773724 
>   kmymoney/plugins/csvimport/csvimporterdlg.cpp 757622f 
>   kmymoney/plugins/csvimport/csvimporterdlgdecl.ui e476d0a 
>   kmymoney/plugins/csvimport/csvimporterplugin.h 4f3e818 
>   kmymoney/plugins/csvimport/csvimporterplugin.cpp 3ec87a3 
>   kmymoney/plugins/csvimport/csvprocessing.h 21c2720 
>   kmymoney/plugins/csvimport/csvprocessing.cpp 00f2815 
>   kmymoney/plugins/csvimport/csvutil.h b53cb5a 
>   kmymoney/plugins/csvimport/csvutil.cpp fc3d136 
>   kmymoney/plugins/csvimport/investmentdlg.h b50800d 
>   kmymoney/plugins/csvimport/investmentdlg.cpp 679370d 
>   kmymoney/plugins/csvimport/investprocessing.h 337b485 
>   kmymoney/plugins/csvimport/investprocessing.cpp feb808b 
>   kmymoney/plugins/csvimport/redefinedlg.h 1385feb 
>   kmymoney/plugins/csvimport/redefinedlg.cpp 332985a 
>   kmymoney/plugins/csvimport/redefinedlgdecl.ui 58fc5cd 
> 
> Diff: http://git.reviewboard.kde.org/r/103142/diff/diff
> 
> 
> Testing
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> 
> Unit tests run, plus astyle and krazy.  Numerous files processed, including live work.
> 
> 
> Thanks,
> 
> Allan Anderson
> 
>

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