KF5 Questions About Online Banking

Sat Mar 31 08:37:23 UTC 2018

Hi,

On Freitag, 30. März 2018 12:03:11 CEST Brendan Coupe wrote:

> It's not a kwallet problem. Accounts that are mapped in 4.8 do not
> work when I open them on the same computer with the master or 5.0
> branch. I have to unmap and remap the accounts and then it works the
> next time I open the files if I save the file.

Due to some renaming in the plugin strucutre this could be the case. We tried 
to avoid that as much as possible, but I am not sure if there are cases where 
we did not succeed (I don't use all of the online backends myself).

Can you provide us with the XML structure of an account in your data where 
this applies? From the ACCOUNT element, we only need the enclosed 
ONLINEBANKING element. The provider attribute is actually what I am after in 
the 4.8 and 5.0 settings once it is working for you. Do you spot a difference? 
The name should be detected case-insensitive.

   <ONLINEBANKING kbanking-acc-ref="something-herer" kbanking-
statementDate="2" provider="KBanking"/>

> The popup window problem is still an issue with the master. I get
> popup confirmations for every account that finds a new transaction, it
> won't continue until I hit OK and there is no summary window at the
> end. In 4.8 I only get the summary window at the end if one or more
> accounts have new transactions and it only shows the accounts with new
> transactions.

This is also caused by the restructuring of the plugin ecosystem. For now, we 
have to live with it. Sorry, if this causes any inconvenience (it distracts me 
as well, at least a bit).

@Lukasz: I told you this discussion will pop up!! Please fix it. Thanks to 
Brendan for digging out the reference to the old conversation about it.

-- 

Regards

Thomas Baumgart

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> On Fri, Mar 30, 2018 at 11:41 AM, Brendan Coupe <brendan at coupeware.com> 
wrote:
> > 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
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