KF5 Questions About Online Banking

Fri Mar 30 17:41:42 UTC 2018

The online banking problem may be a kwallet problem. Let me get 4.8
working on the test computer first and make sure online banking is
working before switching back to KF5.

----
Brendan Coupe

On Fri, Mar 30, 2018 at 10:16 AM, Brendan Coupe <brendan at coupeware.com> wrote:
> 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 ?
>>> > -------------------------------------------------------------
>>> >
>>> >
>>> > ------------------------------------------------------------------------------
>>> >
>>> > _______________________________________________
>>> > KMyMoney2-developer mailing list
>>> > KMyMoney2-developer at lists.sourceforge.net
>>> > https://lists.sourceforge.net/lists/listinfo/kmymoney2-developer
>>>
>>