KF5 Questions About Online Banking

Fri Mar 30 16:16:26 UTC 2018

Sorry, KF5 from the git master.

I'm hopping Thomas has a great memory. We went back and forth on this
over 5 or 6 months before he got it straightened out in 2009. From the
emails it looks like we were dealing with some other OFX issues. I was
his tester since he did not have any accounts with OFX files
available.

----
Brendan Coupe

On Fri, Mar 30, 2018 at 10:11 AM, Jack <ostroffjh at users.sourceforge.net> wrote:
> On 2018.03.30 11:50, Brendan Coupe wrote:
>>
>> When I open my KMM file in KF5 the accounts that were mapped do not show
>> the option to "Update account". It's grayed out and the option to "Update
>> all accounts" is grayed out.
>
> Which exact version did you use as source?  The originally released 5.0.0
> had a problem where it did not recognize existing account mapping.  That was
> fixed in 5.0.1, and so should also be fixed in git 5.0 head and git master.
> If not, someone will have to look again.
>
>> I can unmap each account and remap it. Am I doing something wrong or is
>> this a necessary step as part of the upgrade? I have a lot of accounts
>> mapped so I'm hoping not to lose them.
>
> No, you should not have to do that - it would only be a workaround.
>
>> After remapping 3 accounts and then running "Update all accounts" I get
>> the "Statement stats" window after each account successfully downloads an
>> OFX file with new transactions in it. I have to click "OK" before it will
>> download the next account. As I recall this was a problem many years ago and
>> it was fixed (by Thomas) so that KMM 4.8 brings up one "Statement stats"
>> window at the end of the process only if at least one account had new
>> transactions and it displays all of the accounts that had new transactions
>> in one window.
>
> I only map one account at a time, so I can't check this.  It probably
> "should" still work, but a regression is possible.  Some of the conversion
> to KF5 had unintended side effects.
>>
>>
>> I found the emails from my original "feature request" on this issue. The
>> first batch were in January 2009 (Subject: "Feature Request") with a
>> followup in April 2009 (Subject: Feature Request - Update). I think it was
>> finally working in June/July 2009 (Subject: Feature Request - Update All
>> Accounts  Behavior). The text from the last email on the subject is copied
>> below.
>
> Given those messages refer to getting the CVS source, there have been lots
> of changes to KMM since then, and although there may not have been any
> intended change to that behaviour, as I said above, it is possible that it
> was unintentionally changed.  One of the developers will have to check the
> code to be sure.
>>
>>
>> Thanks,
>>
>> ----
>> Brendan Coupe
>
>
> Jack
>
>>
>> ============================================================
>>
>> 07/02/2009 08:58 PM
>>
>> Works great with OFX. I got only the results from the one bank that
>> had new data. I ran it again and there was no window. Perfect. Thanks,
>> you've saved me lots of scrolling.
>> --
>> Brendan
>>
>>
>> On Thu, Jul 2, 2009 at 1:46 AM, Thomas Baumgart <thb at net-bembel.de> wrote:
>> >
>> > On Sunday 21 June 2009 19:21:53 Brendan Coupe wrote:
>> > > I have 10 accounts that I update online. Most have very little
>> > > activity but it's easier to use that Update All Accounts option every
>> > > day or two than it is to download the 3 or 4 accounts that change more
>> > > often individually.
>> > >
>> > > In the past few months Thomas has greatly improved the behavior of
>> > > this process by eliminating the selection screen for each account
>> > > eliminating all user interaction except at the end of the process when
>> > > the summary screen appears. Please note that you need to get the very
>> > > latest CVS source and unmap and remap any online accounts that are
>> > > still asking you to confirm the account name before importing the
>> > > data. I was still getting the selection window on my credit card
>> > > accounts until it was fixed earlier today. The fix will not work
>> > > unless you remap the account.
>> > >
>> > > Now for my request. I would like the option to have Update All
>> > > Accounts be done in silent mode. Right now 20 different windows popup
>> > > during this process. It takes 45 to 60 seconds to download all 10
>> > > accounts and it's annoying to have them popping up while I'm trying to
>> > > do other things. Plus I see no useful information in them. Maybe the
>> > > account name that is being downloaded and a counter (1 of 10) can be
>> > > shown at the bottom of the KMM screen.
>> > >
>> > > Part 2 of my request is to give me the option to see a summary of only
>> > > the accounts that have added or matched transactions. I have to scroll
>> > > through 10 accounts to get to the one account that actually has
>> > > transactions fairly often since it's at the bottom of the list. I have
>> > > two suggestions here. Either keep it the way it is and only show the
>> > > accounts with added or matched > 0 or ideally I would like to see a
>> > > table with Account name in the first column and Processed, Added,
>> > > Matched and Duplicates plus new Payees in the rest of the columns. It
>> > > would be nice if the user could decide if they want to see this table
>> > > for all accounts or just accounts with new data (Added > 0). I think
>> > > there should also be an option to completely turn off the download
>> > > summary if you do not want to see it.
>> > >
>> > > I understand that other people may want to keep the download process
>> > > exactly as it is and it may have some usefulness, especially when
>> > > troubleshooting download problems. I would like to see my suggestions
>> > > added as options so that each user see what they want to see. I just
>> > > prefer to have a simple table that requires no scrolling at the end of
>> > > the download process and see nothing else.
>> >
>> > I just added the following to CVS HEAD:
>> >
>> > Skip statement import statistics if no transactions have been imported
>> > for
>> > the 'Update all accounts' function
>> >
>> > I tested it with the AqBanking plugin and HBCI and that works as
>> > expected.
>> > Brendan, please test it with your set of OFX accounts. The suppression
>> > only
>> > works when you select the 'Update all accounts' feature. One account
>> > will
>> > still give you the results.
>> >
>> > > These requests is only possible because of the great work done to make
>> > > the online banking features work so well in the past few years. I used
>> > > to have to download each OFX file manually and the ability to do it
>> > > with one click of the mouse for most of my accounts saves a lot of
>> > > time. You've spoiled me and now I want more:) Next I'll want a cronjob
>> > > which will be lots of fun since my KMM file is encrypted.
>> > >
>> > > Thanks for all the hard work.
>> >
>> > Thanks for all your testing.
>> >
>> >
>> >
>> > --
>> >
>> > Regards
>> >
>> > Thomas Baumgart
>> >
>> > GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
>> > -------------------------------------------------------------
>> > If a cluttered desk is characteristic of a cluttered mind,
>> > what does an empty desk mean ?
>> > -------------------------------------------------------------
>> >
>> >
>> > ------------------------------------------------------------------------------
>> >
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