[kmymoney] [Bug 443566] New: Make it easier for user to re-use existing security when adding to new investment account

Jack bugzilla_noreply at kde.org
Sun Oct 10 20:22:26 BST 2021


https://bugs.kde.org/show_bug.cgi?id=443566

            Bug ID: 443566
           Summary: Make it easier for user to re-use existing security
                    when adding to new investment account
           Product: kmymoney
           Version: git (master)
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: ux-ui
          Assignee: kmymoney-devel at kde.org
          Reporter: ostroffjh at users.sourceforge.net
  Target Milestone: ---

(actually tested with git 5.1 branch) When a user buys an existing security in
an Investment Account which does not already hold that security, KMM does not
recognize the security ("The security Security Name currently does not exist as
sub-account of Invest Account. Do you want to create it?") and then starts the
New Investment Wizard.  To reusing the existing security, the user has to know
to hit tab, delete the Full name, hit Shit-Tab, enter the existing Trading
Symbol, hit Tab, at which point KMM prompts to reuse the existing security.

I can think of several possible approaches for this.

Currently, the Security dropdown in a new Investment transaction shows only the
securities already held in that Investment Account.  One possibility would be
to include (probably after some divider) those securities not already held in
that Investment Account.  Another would be that if the name typed in is not
already held in that Investment Account, to check if it does exist as a
security, and if so, prompt the user whether the existing security should be
reused.

An easier interim solution might be just to add some static text near the top
of the New Investment Wizard, Investment details page.  Right above the Trading
symbol, we could add something like: "If you want to reuse an existing security
which is not already held in this Investment Account, then clear the Full Name,
then enter the Trading Symbol and hit Tab or select another field."

A further option would be to test if the Full name already exists, not just the
Trading Symbol.  A variant on that approach would be to test if the Trading
Symbol already exists, even if the Full Name is filled in on that page.

-- 
You are receiving this mail because:
You are the assignee for the bug.


More information about the KMyMoney-devel mailing list