[Kmymoney-devel] [kmymoney4] [Bug 352789] Investment CSV import case sensitivity

allan agander93 at gmail.com
Thu Sep 17 12:21:25 UTC 2015


allan <agander93 at gmail.com> changed:

           What    |Removed                     |Added
                 CC|                            |agander93 at gmail.com
     Ever confirmed|0                           |1
             Status|UNCONFIRMED                 |CONFIRMED

--- Comment #1 from allan <agander93 at gmail.com> ---
(In reply to Marcel from comment #0)
> When importing a CSV that contains trades, the symbol matching always
> converts the symbols to lowercase. However, the usual convention is
> uppercase symbols. (I have AMD in my CSV and get amd, which looks weird).
> The full equity names are also converted to lowercase (i.e 'Advanced Micro
> Devices Inc' ~> 'advanced micro devices inc'), even though they should
> certainly just stay as they are.
> Even when I edit the symbol name afterwards to be uppercase, the matching
> for existing symbols during CSV import doesn't work. This matching should be
> case-insensitive (i.e it doesn't matter whether my CSV contains 'amd' or
> 'AMD').

Yes, that is so.  I now have it working, preserving the case from the input
I need to do further testing, however.

> Another minor issue: if the amount field contains no decimal separator, the
> default separator is automatically appended during import. This leads to
> problems when the CSV uses a different separator than the one in KMyMoney by
> default.
> e.g for Amount "300" and Price "12.50" with , as the default decimal
> separator in KMyMoney, I have to change the CSV to have amount "300.00"
> because otherwise the import makes it "300,00". 

I'll also look into this.

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