KMyMoney 0.7.0 Release Notes

May 14, 2005

2005-05-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

Display all values in the investment transaction form as they show up in the edit widgets
Display currency symbol in investment transaction’s value column
Updated language specific files
Released 0.7.0

2005-05-13 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash Reader: allow edit of suspect scheduled transactions

2005-05-12 Thomas Baumgart <ipwizard@users.sourceforge.net>

Updated am_edit to state currently found in KDE admin directory
Fixed am_edit to setup dependencies correctly
Show currency symbols in investment ledger

2005-05-12 Robert Wadley <robntina@users.sourceforge.net>

Changed the version number in the “about this release” page to 0.7

2005-05-09 Thomas Baumgart <ipwizard@users.sourceforge.net>

Update field descriptions according to tab for all fields empty
Fixed scheduled transactions to work from non-base-currency accounts
Fix commodity of scheduled transactions if empty when loading file

2005-05-08 Thomas Baumgart <ipwizard@users.sourceforge.net>

Update balances in accounts and institutio view when prices are changed
Fixed handling of ‘parens around’ handling for negative values
Fixed layout of details tab in FindTransactionDlg
Speedup processing of page-up/page-down of register display

2005-05-07 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed flickering of register when running w/o transaction form
Fixed crash when loading different file
Fixed initial selection of account in investment view

2005-05-06 Thomas Baumgart <ipwizard@users.sourceforge.net>

Force pointers to deleted objects to point to 0x00
Fixed update of transaction type tabs and field description strings
Fixed update of transaction type widget in ledger entry mode
Removed unused code in kMyMoneyCombo
Fixed signal emition of kMyMoneyCombo

2005-05-01 Thomas Baumgart <ipwizard@users.sourceforge.net>

Switch to ledger view when double-clicking an account in the institutions view
Fixed title label of institution view

2005-04-30 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed display of positive net-worth (no more  )
Added auto increment check number
Fixed a bug in the build system around the man pages

2005-04-29 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed crash when adding new investment transactions via clicking on the emtpy line at the end of the ledger.
Fixed some problems around widget updates during entry of investment transactions
Fixed initial column width of transaction list in payees view
Removed non-existant files in doc/en from distribution list

2005-04-24 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added methods checkNoUsed() and highestCheckNo() to MyMoneyFile
Warn user if check no is already in use
When creating a transaction based on a previous one, set check no to ‘highest number used’ plus 1.
Update check no field if scheduled bill is paid with check (This partially fixes #972028)

2005-04-24 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added setting for color used to identify values that are based on missing conversion rates (default=blue)
Fixed values in the institution view when stock accounts are involved
Fixed sign of values in institution view
Added KGlobalLedgerView::accountId() to return id of selected account

2005-04-21 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed editing schedules with a single split
Improved exception messeages if split is not found
Added capability to select reconcile from menu / toolbar

2005-04-19 Thomas Baumgart <ipwizard@users.sourceforge.net>

Removed deprecated method from KLedgerView
Fixed creation of categories when editing transaction with single split

2005-04-18 Thomas Baumgart <ipwizard@users.sourceforge.net>

Preserve file permission when saving
Don’t store ID for splits within transaction. They will be re-assigned during file load anyway.
Start editing split when any printable key is pressed
Fixed crash in split editor when quitting using ESCape
Advance selection bar to next split when saving a split

2005-04-18 Ace Jones <acejones@users.sourceforge.net>

Applied patch #1183190: Online quotes locale patch Submitted by Andy Thaller <gandy@users.sourceforge.net>
Fixes an error in online quotes on locales which use a different comma and period placement scheme from the quote source.

2005-04-17 Robert Wadley <robntina@users.sourceforge.net>

Added a background image

2005-04-15 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added template exporter
Allow start editing in split editor with any key if table has focus

2005-04-13 Thomas Baumgart <ipwizard@users.sourceforge.net>

Removed config.h.in from repository because it is automatically generated
Fixed initial setting of LED in gpg config dialog when key field is empty
Added ability to turn off VAT handling for specific accounts

2005-04-11 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added configure switch to turn off online tests by default
Added this switch to the respective unit tests

2005-04-08 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed generation of symbolic links to header files to support building for different environments and using the header files of the sandbox and not the one’s installed in $KDEDIR/include/kmymoney
Fixed buildsystem again to use top_builddir in some circumstances rather than top_srcdir
Make sure to remove temporary files during distclean
Fixed distribution directory for conditional subdirectories (plugins)

2005-04-06 Robert Wadley <robntina@users.sourceforge.net>

Changed the size of the title text in welcome.html and whats_new.html to allow for languages that require more space.
Added the capability of using a background image for the welcome and whats_new pages.

2005-04-06 Tony Bloomfield <tonybloom@users.sourceforge.net>

Fix spurious re-display of split editor window

2005-04-05 Tony Bloomfield <tonybloom@users.sourceforge.net>

Remove old GNC reader

2005-04-05 Tony Bloomfield <tonybloom@users.sourceforge.net>

Tidy up converter Makefile

2005-04-03 Ace Jones <acejones@users.sourceforge.net>

Fix QIF import to set shares as well as value. This bug caused reports to be all 0’s until the file was saved and reloaded. The reload ran it through KMMView::fixTransactions(), which fixed the problem.
Added a custom ‘#’ field which contains the unique transaction ID. The QIF importer will refuse to load a transaction which contains the same transaction ID as an existing transaction.
Separated –enable-ofx into –enable-ofxplugin and –enable-ofxbanking. ofxplugin enables ofx support only in the plugin. It defualts ON, and should be left on for the release. ofxbanking enables OFX direct connect, and causes the main application to require libofx. This is experimental and is not desired for production use.
More thorough error checking in KEnterScheduleDialog.

2005-04-03 Tony Bloomfield <tonybloom@users.sourceforge.net>

Move GnuCash reader to converter directory

2005-04-01 Ace Jones <acejones@users.sourceforge.net>

Fixed #937728: Opening balances sometimes not picked up in QIF files
Set the ‘finish’ button to be default in the last page of the new account wizard
Fixed bug in account select dialog. When using it to create a loan account, the schedule is not created, which causes the account to need to be “fixed” when its loaded.

2005-03-31 Ace Jones <acejones@users.sourceforge.net>

Added support for utf8-encoded QIF files
Cleaned up some character-based string handling in QIF imports

2005-03-31 Thomas Baumgart <ipwizard@users.sourceforge.net>

Set all values when entering scheduled transactions
Don’t show ‘More …’ in home view, if there are no more scheduled tx

2005-03-30 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed a crash on startup when compiled w/o debug options
Fixed behaviour of briefScheduleWidget
Fixed layout of briefScheduleWidget
Made widgets inside briefScheduleWidget more readable

2005-03-28 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added cancel button to new file dialog
Hide load button for address data if no data is found for the owner and also shows a message if the logic is started anyway.
Fix enabling reports view
Display currency symbol for payments

2005-03-29 Ace Jones <acejones@users.sourceforge.net>

Cleaned up welcome html pages a bit, with some help from Rob.

2005-03-28 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed INT64_MIN, INT64_MAX definition problem
Fixed initial startup behaviour
Added tabs for personal information and transaction history in payees view
Remove symlinks to header files before (re-)creating them during configure

2005-03-27 Ace Jones <acejones@users.sourceforge.net>

Added new welcome and whats new screens (Submitted by Robert Wadley <rob@robntina.fastmail.us>)
Hooked up logic for all the links and added a bunch of whats new text

2005-03-26 Ace Jones <acejones@users.sourceforge.net>

Handle QIF-imported opening balances the new way
Terminology changes to US-english-ize the base text (Submitted by Robert Wadley <rob@robntina.fastmail.us>)
Fixed #1171039 (Made spaces in value amounts non-breaking in home view)
Fixed a bug in QIF import. When a transfer transaction was imported, the remainder of the transactions were imported into that account.

2005-03-26 Thomas Baumgart <ipwizard@users.sourceforge.net>

Remove window size display from caption when compiled w/o debug support

2005-03-25 Tony Bloomfield <tonybloom@users.sourceforge.net>

Avoid inadvertent overwrite of foreign file types

2005-03-24 Thomas Baumgart <ipwizard@users.sourceforge.net>

Removed unused files
Added missing header file to support ‘make bcheck’
Remove symlinks to header files before re-creating them

2005-03-23 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fix mymoneymoneytest.cpp to work with 64 bit systems
Fixed description of kbanking.m4 and libofx.m4 to match behaviour

2005-03-22 Thomas Baumgart <ipwizard@users.sourceforge.net>

Resolved doxygen warnings in kfindtransactiondlg.h
Added missing include stoppers in kmymoneypricedlg.h
Fixed duplicate #defines when building with –enable-final
Revised install/uninstall instructions in icons subdirectories to support $(DESTDIR) setting used in e.g. RPM builds
Revised build system to support ‘make distcheck’

2005-03-22 Ace Jones <acejones@users.sourceforge.net>

Added “Are you sure you wish to cancel?” to import verify dialog.

2005-03-21 Ace Jones <acejones@users.sourceforge.net>

Modified MMTransaction::isDuplicate to consider split numbers
Added an option to MMQifProfile to turn off the check for duplicate transactions
Made QIF import account type check less brittle by ignoring case and white space. Also added “Credit Card” as a type instead of just “CCard”.

2005-03-21 Thomas Baumgart <ipwizard@users.sourceforge.net>

Reworked build logic (Makefile.am)

2005-03-19 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed reparenting of stock and investment accounts in engine
Started to setup environment for external plugins

2005-03-19 Ace Jones <acejones@users.sourceforge.net>

Cleaned up small issues in reports wrt foreign stocks. These were exposed by the fixes in Tom’s last checkin.
Edited the warning message for foreign stocks.
Infrastructure for QIF investment imports. Doesn’t actually handle them yet, but the parsing is in place to do so. Also warns the user that investments are not supported.
Terminology changes to US-english-ize the base text (Submitted by Robert Wadley <rob@robntina.fastmail.us>)
Fixed all warnings
Removed old online quotes system

2005-03-18 Thomas Baumgart <ipwizard@users.sourceforge.net>

Allow payment of stock transactions to be in different currency than the stock’s security

2005-03-18 Ace Jones <acejones@users.sourceforge.net>

Fixed Makefile.am mkinstalldirs for kmymoney.desktop

2005-03-17 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash Importer
Handle A/Payable and A/Receivable account types

2005-03-16 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed splash screen handling
Fixed handling to delete investment accounts

2005-03-15 Ace Jones <acejones@users.sourceforge.net>

Added new titlebar background (Submitted by Robert Wadley <rob@robntina.fastmail.us>)
Removed text shadow in title label widget. I couldn’t find a way to ensure it looked good in all color schemes.

2005-03-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

Revised install/uninstall instructions in icons subdirectories
Improved reparenting of accounts
Don’t allow removal of accounts that have transactions assigned
Remove reference to kapptest. KDExecutor is much better ;-)
Removed unused icon file kfm_home.png
Allow removal of unused stock accounts

2005-03-13 Ace Jones <acejones@users.sourceforge.net>

Online quotes will now only fetch quotes for the first security using a given trading symbol. It’s assumed that multiple securities using the same symbol is an error condition.

2005-03-12 Ace Jones <acejones@users.sourceforge.net>

Removed most OFX dependencies in the main program–all that’s left is the OFX Direct Connect and the OFX importer test cases
Reworked Web Connect to work on ANY plugin-handled file, not just OFX.
Removed “stripped.txt” from being output during online quote retrieval

2005-03-12 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added option to control whether selecting a different transaction/split using the mouse should be treated as Enter (saving changes) or Cancel (discarding changes).
Added option to activate auto fill feature in transaction entry
Fixed crash when scrolling payees view

2005-03-11 Ace Jones <acejones@users.sourceforge.net>

Honor price precision setting in Online Quotes
Honor price precision setting in Investment Summary

2005-03-11 Tony Bloomfield <tonybloom@users.sourceforge.net>

AutoEnter Schedules
1105503 - avoid lockup, produce debug data

2005-03-10 Thomas Baumgart <ipwizard@users.sourceforge.net>

Qif Profile Editor
Added patch provided by Tami King
Reworked layout management to align objects

2005-03-09 Thomas Baumgart <ipwizard@users.sourceforge.net>

Improved future payment display in financial overview page
Revised KDE menu integration

2005-03-09 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import
Fix handling of credit card accounts

2005-03-08 Ace Jones <acejones@users.sourceforge.net>

Fixed a crash in checking ledger when attempting to edit the splits of an investment transaction
Added memos in the case of split transactions to transaction reports (Submitted by Andy Thaller <gandy@users.sourceforge.net>

2005-03-07 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added duplicate split feature
Added menu dynamics to the HBCI plugin

2005-03-04 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import
Fix #1151541 handle invalid value in splits causing crash
Fix #1078850 remove dailym_f schedule which we can’t currently handle

2005-03-03 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added logic to update color settings for CSS

2005-02-20 Thomas Baumgart <ipwizard@users.sourceforge.net>

Pulled titlelabel_background.png out of the attic
Allow plugins to access the new title label object
Added new title label to AqBanking plugin
Added icon to institution list
Removed unused icon files
Install title label background image
Added base class for views

2005-02-19 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added icon to institutions in institution view

2005-02-18 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added OK and Cancel buttons for the mouse users to the split widget
Added .cvsignore to ofx plugin directory

2005-02-16 Thomas Baumgart <ipwizard@users.sourceforge.net>

Preload split widget when category is not known
Assign values when moving focus from e.g. amount field to split button
Cancel any edit activity during reconciliation when pressing finish or postpone button
Removed unused member variables of split widget
Fixed abnormal termination during read of encrypted files
Improved performance of KGPGFile::atEnd()

2005-02-16 Ace Jones <acejones@users.sourceforge.net>

Changed the title bar to draw the text in at runtime. Thanks to THB.
Robert Wadley’s latest 32x32 ledger icon
Moved reports into kmymoney2/reports directory, and exploded the reports source files into more files.
Moved converter unit tests into kmymoney2/converter directory.

2005-02-16 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed reported documentation inconsistencies

2005-02-16 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import
fix scheduled transactions >999.99

2005-02-15 Ace Jones <acejones@users.sourceforge.net> Latest Robert Wadley icons

Made the colors more consistent,
Fixed the contrast to better match icons next to them
Changed the reconcile icons to make it more obvious that it is an account being reconciled.
Changed the find_transaction icon to look like its actually magnifying, and added a white row.
Toned down the green in the ‘+’ symbols
Fixed ledger icon (accidentally cut off part of the icon when I exported the images) which causes the ledger icon to look too big.

2005-02-15 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added complete re-work of the split transaction widget and dialog
Increased height of transaction form items
Another s/Splitted/Split/
Improved MyMoneyMoney::operator ==(const MyMoneyMoney&)
Added new MyMoneyTracer constructor

2005-02-15 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import
doxygen update
add online quote source to imported securities

2005-02-13 Ace Jones <acejones@users.sourceforge.net>

Fixed doxygen warnings
Added new icons supplied by Robert Wadley

2005-02-13 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import
normalize monetary amounts
correct Investment Account description

2005-02-12 Ace Jones <acejones@users.sourceforge.net>

Refactored PivotTable::AccountDescriptor into ReportAccount, which is now a subclass of MyMoneyAccount, with hierarchy, currency, and other convenience methods.
Propagated ReportAccount throughout the entire reporting engine. The reporting engine should never ever use a MyMoneyAccount.
Numerous object logic cleanups throughout reports. I moved each method to the proper object upon which it acted. Should improve readability. This involved pushing a lot of functionality into the MyMoneyReport class.
Fixed pivot table reports to handle foreign stocks
Fixed report unit test helpers to deal with foreign currencies better
Fixed MyMoneyMoney multiplication overflow in account query reports
Made MyMoneyMoney::reduce() public so I can use it in reports

2005-02-10 Thomas Baumgart <ipwizard@users.sourceforge.net>

Use the correct account when selecting ‘edit’ from within the institution view

2005-02-07 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import - anonymizer changes, restore Ace’s credit
Fix editing of some frequencies (e.g. Quarterly)

2005-02-05 Ace Jones <acejones@users.sourceforge.net>

Fixed account query reports to handle foreign stocks
Minor clean-ups in query reports
Really fixed report unit tests to deal with changes in handling of opening balances
Updated artwork supplied by Robert Wadley
Added Tony Bloomfield to the credits

2005-02-03 Ace Jones <acejones@users.sourceforge.net>

Added more colorful title labels for the views in MyMoneyView using artwork and conceptual design supplied by Robert Wadley

2005-02-02 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed name of #define to make memory leak check feature work
Added MyMoneyTracer trace logic
Fixed a nasty bug in categories view
Added 0.7 splash screen

2005-01-31 Ace Jones <acejones@users.sourceforge.net>

Updated unit tests to match new handling of opening balances

2005-01-30 Ace Jones <acejones@users.sourceforge.net>

Moved OFX import logic to a plugin.
Some refinements to GNC import options dialog

2005-01-30 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import - implement option dialog

2005-01-28 Ace Jones <acejones@users.sourceforge.net>

Fixed a subtle bug in reports that caused a crash if you double-clicked on empty areas.
Relaxed MyMoneyStorageANON::writeSecurity to pass through the trading symbol, trading currency, and quote source for securities. This is useful for debugging online quotes problems.

2005-01-26 Thomas Baumgart <ipwizard@users.sourceforge.net>

Changed open balances handling to be transaction based
Show balance per institution in institution view
Added recursive option to MyMoneyFile::accountList()

2005-01-26 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import
Properly fix coding error picked up by stricter compiler!

2005-01-24 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import
Fix coding error picked up by stricter compiler

2005-01-22 Ace Jones <acejones@users.sourceforge.net>

Hooked up the “online price updates” button in the price editor

2005-01-20 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import
Scheduled transactions default to Bills rather than Deposits
Reinstated default currency calculation

2005-01-20 Thomas Baumgart <ipwizard@users.sourceforge.net>

Allow modification of end date for scheduled transactions at any time
Allow to add splits to scheduled transfers
Loan wizard now treats final payment as 0 if two fields are left blank
Updated handling of calculated last payment vs. final payment
Fixed rounding problems in financial calculator
Added testcases to financial calculator based on user’s error reports
Enter manually added price information into engine

2005-01-18 Ace Jones <acejones@users.sourceforge.net>

Added MSN.CA as another canadian source
Fixed the online quote config dialog that I broke in my last checkin

2005-01-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

add shared library support for external plugins
Fixed #1074957 (Create loan accounts)
Improved the check for a valid GPG id in the settings dialog
Fixed crash when closeing the base currency selection dialog
Allow changing the amount of a transaction w/o having a categroy assigned
suppress version control of *.lo files

2005-01-12 Ace Jones <acejones@users.sourceforge.net>

Fixed reports test failure caused by fixing bug #1079427 (“Checkings” now reads “Checking”)

2005-01-11 Thomas Baumgart <ipwizard@users.sourceforge.net>

removed unnecessary include at the end of kmymoneyonlinequoteconfig.cpp
Fixed #1079427 (“Checkings” should read “Checking”)
Fixed problem with generated header files
Added general plugin structure and mechanism
Made KBanking a real plugin

2005-01-10 Ace Jones <acejones@users.sourceforge.net>

Added customizable date parsing to online quotes
Added canadian mutual funds source
Created a general-purpose date format parsing object
Added date-parsing unit tests

2005-01-07 Ace Jones <acejones@users.sourceforge.net>

Online price quotes for foreign stocks will now automatically include a price quote for the foreign currency

2005-01-06 Ace Jones <acejones@users.sourceforge.net>

Fixed single-shot price updates
Added functionality to retrieve single-shot currency price updates, although this is not hooked up to the UI.
Added right-click option in price editor to do an online price update for a single currency pair
Cleaned up parsing of multiple currencies passed around as a single string in online price updating pipeline

2005-01-05 Ace Jones <acejones@users.sourceforge.net>

Added online quotes for currencies

2005-01-05 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import - complete rewrite
Uses Qt SAX2 XML Parser; simpler interface, more structured code
Uses imymoneystorage interface rather than imymoneyserialize
Separates XML reading and conversion code
More user options on Schedules and Investments (selection dialog to be written)
Better exception handling and reporting
Conversion code tidied up considerably

2005-01-04 Ace Jones <acejones@users.sourceforge.net>

Hooked up multiple sources for online quotes
Moved online quote logic out of KEquityPriceUpdateDlg and into the new WebPriceQuote class.
Moved online quote configuration logic out of kMyMoneyOnlineQuoteConfig and into the new WebPriceQuote class.
Fixed a test case in KReportsViewTest::testInvestment to use the correct year (2004, not “current year”).

2005-01-03 Thomas Baumgart <ipwizard@users.sourceforge.net>

added currency New Turkish Lira (YTL) for newly created files
reassigned id of New Israeli Shekel from ILS to NIS for newly created files
added configuration dialog for data encryption
added support for gpg-agent in libkgpgfile
updated drag&drop support
Added README.Fileformats

2005-01-02 Thomas Baumgart <ipwizard@users.sourceforge.net>

Show preferred investment accounts on home page
Added tip on anonymous save
Fixed creation of securities - do not override information of existing securities for new stock accounts
Modified link order to avoid problems with unresolved symbols
Added drag and drop to accounts, categories and institution view

2005-01-01 Ace Jones <acejones@users.sourceforge.net>

Fixed tab order in KNewFileDlgDecl

2005-01-01 Thomas Baumgart <ipwizard@users.sourceforge.net>

Happy new year to all KMyMoney developers and users!
Show preferred investment accounts on home page
Added tip on anonymous save
Fixed creation of securities - do not override information of existing securities for new stock accounts
Added setting for memory leak checker to configure scripts

2004-12-31 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed ChangeLog entry to show the correct author
Added more price entry logic (manual add, delete, etc.)
Added icon to institution view
Removed settings logic to distinguish between old and new accounts view
Resolved a few warnings about deprecated methods
Display a note in accounts and categories view if categories are hidden by settings because they are unused (are not referenced by any split)
Enhanced logic to convert account values into the base currency
Fixed MyMoneyFile::security(const QCString& id) to return the baseCurrency in case id is empty
Fixed designer version problem in dialogs/keditschedtransdlgdecl.ui
Added configure summary
renamed kmymoneyonlinequoteconfig.ui into kmymoneyonlinequoteconfigdecl.ui

2004-12-29 Ace Jones <acejones@users.sourceforge.net>

Added simple category matcher for OFX import. This fills in the rest of an imported transaction using the most recent transaction with this payee as a model.
Maintain backward compatibility with Qt designer 3.2
Removed support for older versions of LibOFX
Removed check for libuuid (not using this anymore, see 12/14 checkin)

2004-12-28 Michael Edwardes <mte@users.sourceforge.net>

Fixed #944780 (Schedule Brief Widget)
Fixed # 972028 (Does not honour Scheduled Method)
Fixed #987465 (cant edit scheduled transactions)
Fixed #1012273 (Cant enter overdue payments at real date)
Fixed #1035730 (No number edit in enter schedule dialog)

2004-12-28 Michael Edwardes <mte@users.sourceforge.net>

64bit fixes for MyMoneyMoney

2004-12-28 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added new admin directory from kdelibs 3.3.0

2004-12-23 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import - Christmas crash fix
setTradingCurrency for new regime

2004-12-20 Ace Jones <acejones@users.sourceforge.net>

Fixed bug in net worth reports with investments, related to new price scheme
Added test case to catch this bug next time

2004-12-19 Ace Jones <acejones@users.sourceforge.net>

Adjustments to work with new price scheme

2004-12-18 Kevin Tambascio <ktambascio@users.sourceforge.net>

Added a new institution view, so users can easily edit institution properties.

2004-12-17 Ace Jones <acejones@users.sourceforge.net>

Maintain backward compatibility with Qt designer 3.2

2004-12-17 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added some changes for KDE 3.0 backward compatibility
Added patch supplied by Leonardo Skorianez to load one’s own data
Added definition of QT_IS_VERSION to kdecompat.h
Remove reconciliation flag if creating a transaction from a previous one
Reduced flickering in ledger views
Repackaged MyMoneyEquity and MyMoneyCurrency into MyMoneySecurity
Added new investment wizard
Added Equity base account which will hold opening balance accounts
Removed (int) operators from MyMoneyMoney
Added isZero(), isNegative() and isPositive() to MyMoneyMoney
Added –without-arts configure option to acinclude.m4.in
Removed unused MyMoneyFile* from engine objects
Improved status display during online price update
Added checks for referential integrity to MyMoneyFile
Modified KEquityPriceUpdateDlg to support multi-selections
Perform engine notifications based on a local copy of the notification list to allow modification of the list during update()
Enhanced parsing of MyMoneyMoney(QString) constructor
Added automatically generated files to widgets/.cvsignore
Added spanish and galician translation provided by Marcelino Villarino
… maybe a few other things I have forgotten …

2004-12-14 Ace Jones <acejones@users.sourceforge.net>

Added Investment Performance reports (by account & type)
Expanded unit tests for OFX imports
Finished ability to create OFX files from KMyMoney data (currently only used for unit tests, but could be expanded).
Added unit tests for investment reports
Added XMLandBack calls to reports that were missing it
Added MyMoneyTransaction::splitByAccount(QCStringList&,bool)
Added MyMoneyTransactionFilter::clearAccountFilter()
Removed use of libuuid (OFX uid’s don’t need to be universally unique, locally unique is good enough.)

2004-12-10 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import - minor bug fixes
- preserve memo in scheduled transactions
- correct account opening dates

2004-12-07 Tony Bloomfield <tonybloom@users.sourceforge.net>

Fix sloppy coding error in Edit Schedule dialog
Sorry, will try harder next time

2004-12-05 Tony Bloomfield <tonybloom@users.sourceforge.net>

Gnucash import changes
Improve exception reporting
More comprehensive scheduled transaction processing

2004-12-05 Ace Jones <acejones@users.sourceforge.net>

Added unit tests for OFX import of bank statements
Maintain libofx 0.6.6 compatability
Separated “From/To (account)” and “From/To (date)” for translation purposes

2004-12-03 Tony Bloomfield <tonybloom@users.sourceforge.net>

Implement KMyMoneyAccountCombo in scheduled transaction dialogs
Allows selecting any asset/liability account for bills, etc.

2004-11-28 Tony Bloomfield <tonybloom@users.sourceforge.net>

Partial correction of share price import
Fix bug 1067499 - crash on import
Create orphan accounts for unknown account ids

2004-11-28 Ace Jones <acejones@users.sourceforge.net>

Replaced ‘splitted’ with ‘split’, which is more gramatically correct
Added support for cash dividends in OFX importing. (Cash dividends are dividends which are NOT reinvested).

2004-11-27 Ace Jones <acejones@users.sourceforge.net>

More test cases for transaction reports
Added error-checking in OFX import/download
Fixed bug in transaction reports where grand total was getting too large when multiple levels of subtotalling were in effect
Better handling of the memo field on transaction reports

2004-11-25 Ace Jones <acejones@users.sourceforge.net>

Added “Anonymous” as a file saving type, which will save off a version of the user’s data with all private information (names, strings, amounts) masked. Hopefully this will be enough to get users to be willing to send their data files to us when they have a problem.
Avoid runtime warnings concerning MyMoneyMoney::operator== in unit tests
Replaced some various MyMoneyMoney::operator==() calls with MyMoneyMoney.isZero()

2004-11-21 Ace Jones <acejones@users.sourceforge.net>

Added support for OFX Direct Connect. Thus you can download statements directly from your bank if they expose an OFX server. Detailed online help file included, and posted to the dev list.
Consolidated the work of OFX importing at the KMyMoneyApp level into a single slot, KMyMoney2App::slotOfxStatementImport
Better handling for online price update when selecting it for a single stock using the right-click menu in investment summary. Automatically starts the update, and only shows the selected stock.
Respect KDE-wide settings for negative money sign position in reports

2004-11-08 Ace Jones <acejones@users.sourceforge.net>

Added support for multiple accounts in a single OFX file, based on a patch by Chris B <news@semperpax.com>.

2004-10-29 Ace Jones <acejones@users.sourceforge.net>

Added option to obtain online stock quotes using a local shell script

2004-10-23 Ace Jones <acejones@users.sourceforge.net>

Investment Transactions report
Investment Holdings by Account report
Investment Holdings by Type report
Account Balances by Institution report
Account Balances by Type report
Added grand total row to all transaction reports
Added underlying support for account reports, which builds on transaction reports
Added KMyMoneyUtils::equityTypeToString

2004-10-21 Ace Jones <acejones@users.sourceforge.net>

Added settings tab for online quotes

2004-10-17 Ace Jones <acejones@users.sourceforge.net>

Automatically close all report tabs when the file closes
Added right-click access to on-line price updating in investment view summary

2004-10-17 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed crash when creating new categories while entering transactions
Added “Don’t ask again” switch to question if new category should be created.
Removed unused tabs in new account dialog rather than disableing them from the KABC addressbook.

2004-10-16 Ace Jones <acejones@users.sourceforge.net>

Added online price updating for equities
Added “Favorite Reports” to the home page.
Added investment view to the global ledger view, which is needed for investment accounts to show up in the verify import dialog.
Fixed handling of “Sell” transactions in transaction reports. They were still being reported as “Buy” transactions.
Tweaked the logic for handling account filters with transfer transactions in transaction reports. Now the transaction will be included once if only one of the accounts is included in the filter.
Added cash flow analysis tools for future investment reports
Cleaned up random investment data generator (in KReportsViewTest)

2004-10-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added VAT handling
Added MyMoneyMoney::isZero()

2004-10-13 Ace Jones <acejones@users.sourceforge.net>

Added investment fields to transaction reports (action, shares, price)
Added ‘value’ field to investment summary. This displays the net value of each holding. Renamed previous ‘current value’ to ‘price’

2004-10-11 Ace Jones <acejones@users.sourceforge.net>

Implemented “Edit…” from context menu in investment view summary

2004-10-11 Thomas Baumgart <ipwizard@users.sourceforge.net>

Updated splash screen handling. Using KSplashScreen on KDE >= 3.2.0

2004-10-10 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed #1043892 (crash when changing action in checkings view)
Fixed #1040653 (GNC import doesn’t handle equity accounts correctly) as provided by Tony Bloomfield
Allow double click in investment view on any column

2004-10-09 Thomas Baumgart <ipwizard@users.sourceforge.net>

Reworked keyboard event handler
Removed signalEnter() and signalEsc() signals
Fixed initial size of cash account completion box
Avoid some of the register flickering introduced in investment stuff
Fixed a problem in reinvest dividend transactions when a fee was assigned to an interest account
Fixed switching to investment view when start editing an investment transaction in a different view
Reduced min version for autoconf to 2.53
Maintain 3.0 backward compatibility

2004-10-09 Ace Jones <acejones@users.sourceforge.net>

Fixed a bug in collapsed-column net worth reports (quarterly, yearly, etc) where currency conversion was involved. The wrong price was being used.

2004-10-06 Thomas Baumgart <ipwizard@users.sourceforge.net>

make sure widgets are destroyed when edit transaction mode is left before any other operation is started. There used to be a race condition somewhere which caused the program to crash
Enable to clear the category field and save the transaction
Added a ‘use system font’ switch to the configuration (Fixes #1039342)

2004-10-05 Thomas Baumgart <ipwizard@users.sourceforge.net>

Updated changes for equity price edit dialog
Updated currency edit dialog to show a better equation for price

2004-10-04 Ace Jones <acejones@users.sourceforge.net>

Added importing of investment statements via OFX files. This is highly experimental, and should not be used with any real data!!
Added MyMoneyStatement XML files as an acceptable file format for web connect. This is just for debugging.
Changed equity price edit dialog to use the same widget as the currency price edit dialog.

2004-10-04 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added patch supplied by Alexander Novitsky
Fixed logic so that register is updated when a transaction is modified/entered.
Corrected error messages to point to the right method names

2004-09-26 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed memory leak in KEditEquityEntryDlg
Added icons to buttons in KEditEquityEntryDlg
removed compile warnings in KEditEquityEntryDlg
disable edit/remove button when no entry is selected

2004-09-25 Thomas Baumgart <ipwizard@users.sourceforge.net>

Use QGuardedPtr for pointers to widgets
Renamed hideWidgets() into destroyWidgets()
Don’t re-create edit widgets when changing type of investment transaction. This solved the misterious crash.
Use highest compression rate for man pages

2004-09-24 Thomas Baumgart <ipwizard@users.sourceforge.net>

Applied patch for FreeBSD supplied by Alec
Added feature request #929127 (new transaction default based on payee)

2004-09-23 Thomas Baumgart <ipwizard@users.sourceforge.net>

added buttons to register edit mode
revised the string comparison in operator == of our objects
fixed bug in MyMoneyMoney::operator -(int)
added option to re-enable all (don’t show again) messages
added setting (not in GUI yet) do suppress display of calculator button

2004-09-21 Thomas Baumgart <ipwizard@users.sourceforge.net>

Updated investment logic to support change of action during edit
Generalized tab order handling in ledger view
Improved tab order handling
Fixed focus display of account combo box
Added more investment logic (register based input)
Cancel investment edit when focus is lost
Fixed logic of account combo box
Updated interface to MyMoneyEquity::hasPrice()

2004-09-19 Thomas Baumgart <ipwizard@users.sourceforge.net>

Update investment summary when different account is selected
Update ledger register when account with no transactions is selected
Set the default smallest fraction for new equities to 100
Check all equity parameters before accepting them

2004-09-16 Thomas Baumgart <ipwizard@users.sourceforge.net>

Moved m_smallestAccountFraction from MyMoneyCurrency to MyMoneyEquity
Added fraction field to equity object
Added icons to buttons in equity dialogs
Added edit field for totals in investment ledger
Revised calculation of values (e.g. total) in investment ledger

2004-09-15 Ace Jones <acejones@users.sourceforge.net>

Applied latest patch from Martin Preuss: Imported data is UTF8.
Reversed sign on OFX statement import when transactions are investment transactions. I haven’t figured out yet why this is needed.

2004-09-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

Turned KMyMoneyBanking into a singleton object
Reduced dependency of KBanking down to converter/mymoneybanking
Present reasonable error message when trying to load a directory as template

2004-09-13 Thomas Baumgart <ipwizard@users.sourceforge.net>

Do not allow any action that requires a file if no file is open

2004-09-11 Ace Jones <acejones@users.sourceforge.net>

Modified OFX Web Connect to deal with the case where the user does not have any file open at all.
Modified OFX Web Connect to bring the window to the forefront in KDE < 3.2
Moved “Tools Banking Settings” to “Settings Configure Online Banking”

2004-09-11 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed inclusion order of header files
Include xmethod generated files prior to any other header file
Fixed argument for QMessageBox in kmymoney2.cpp

2004-09-10 Ace Jones <acejones@users.sourceforge.net>

Added patch from Martin Preuss to import files via AqBanking

2004-09-10 Thomas Baumgart <ipwizard@users.sourceforge.net>

More investment view work (mainly register based editing)

2004-09-09 Ace Jones <acejones@users.sourceforge.net>

Changed the way the program raised itself to the forefront when receiving an ofxWebConnect DCOP call. This method was suggested by Lubos Lunak <l.lunak@suse.cz> of the KDE core development team.
Fixed compile problems when neither HAVE_NEW_OFX or HAVE_LIB_OFX are defined.
Copied new “OFX not available” message to the other place it’s used.
Unified the 2 interfaces to LibOFX (pre-0.7 and post-0.7). They now share the same code for processing the data, the only differences are in how it interacts with the library.
Fixed memory leak in KMyMoney2App::slotBankingSettings()

2004-09-05 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added KBanking support supplied by Martin Preuss
Set focus to register after deleting a transaction

2004-09-04 Ace Jones <acejones@users.sourceforge.net>

Added support for Quicken “web connect”. To enable this, set up KMM to handle the mimetypes “application/vnd.intu.qfx”, “application/x-ofx”. KMM will launch and import those transactions. If there is another instance of KMM open at the time, it will import them into THAT instance.
Added bankID’s to MyMoneyStatement & MyMoneyTransaction. This is a unique bank-assigned ID that can be used to detect duplicate transactions.
Modified MyMoneyStatement importer to skip transactions with BankID’s that are already in the file.
Added type identifier to MyMoneyStatement (checkings, savings, etc)
Cleaned up MyMoneyStatement importer

2004-09-02 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added set/get functions to MyMoneyMoney for completeness
Added formatting testcases to MyMoneyMoneyTest
Improved libofx autoconf logic and put into separate file
Check for a minimum version of the automake package

2004-09-02 Martin Preuss <aquamaniac@users.sourceforge.net>

added optional support for next generation of LibOFX
Online banking: Importing transaction statements from the result of online requests now works.

2004-08-31 Ace Jones <acejones@users.sourceforge.net>

Added importing of OFX files
Added libofx to the project
Added AC_CHECK_LIB_WPROLOGUE to check for libofx
Added MyMoneyStatement. This class represents a paper bank statement, and acts as an interface between providers of such data (OFX, HBCI) and the program.
Fixed crash in QIF import when filter was set to %d/%mmm/%yyyy and data was actually %d/%m/%yyyy

2004-08-29 Thomas Baumgart <ipwizard@users.sourceforge.net>

Removed “Create Me” files from Makefile.am
Better handling of next due date in loan wizard
Updated README with instructions about how to get the memory leak detection code compiled in
Fixed #1016219 (Account creation fails after loan creation)
Added page to loan account wizard to specifiy the loan payout transaction
More investment view work (now can create and edit all transaction types)

2004-08-26 Martin Preuss <aquamaniac@users.sourceforge.net>

added support for online banking using kbanking (http://www.aquamaniac.de/aqbanking/) configure now checks whether KBanking is available and simply skips support for it if kbanking is not found.

2004-08-24 Ace Jones <acejones@users.sourceforge.net>

Removed “Create Me” graphics from all dialogs

2004-08-24 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed some logic errors in KAccountComboBox and completion object
More work on the investment view

2004-08-22 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed conflicts due to merge with changes made by Ace
Preload the KDE default settings for monetary display
Fixed #1012257 (Calculator does not honor localized settings)
Added flag support to MyMoneyTemplate
Reconverted old default category files to new format (incl. flags)
Added display only mode to kMyMoneyCategory which does not try to create accounts

2004-08-22 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added idlist as parameter to MyMoneyFile::accountList()
Added testcase for the above
Fixed MyMoneyMoney::formatMoney() to avoid displaying the decimal separator if currency does not have a fractional part (e.g. HUF, IRR)
Added new account template loader
Removed old default category loader
Removed old default account files
Added new i18n based template directories for accounts
Converted old default category files to new format
Rearranged the ledger views to better support 800x600
Added size display in caption
Resized payees view to better support 800x600

2004-08-22 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added button to kMyMoneyEdit to start the calculator
Fixed icon display on date and money edit fields
Converted button of kMyMoneyDateInput to KPushButton
Fixed account selection button to show the correct account after switch to different account type
Fixed initial header of empty schedule view
Fixed default button in schedule edit dialog
Added KGPGFile::keyAvailable()
Made OK the default button in edit schedule dialog

2004-08-21 Ace Jones <acejones@users.sourceforge.net>

Fixed a bug in transaction reports where totals did not work with the new parentheses-around money format
Added “Do not ask again” to “Do you want to override the opening balance of this account currently set to %1 with %2?” in QIF reader.
Added “Automatically create missing payees” to “Last Use Settings” in configuration file.

2004-08-17 Ace Jones <acejones@users.sourceforge.net>

Fixed a bug where creating a new category would not properly use the currently selected account as the parent, for expense accounts.
Implemented double-clicking in accounts and categories views.

2004-08-16 Ace Jones <acejones@users.sourceforge.net>

Modified reports to use ()’s for negative values
Added Tax notation in GB default accounts (Thanks to Tony Bloomfield)

2004-08-14 Ace Jones <acejones@users.sourceforge.net>

Added an initial Tax Transactions report. Still more work needed to make it fully-featured.
Added “Include on Tax Reports” property in category edit dialog
Added Tax notation in US default accounts
Commented MyMoneyReport class
More information on “Unexpected exception in KLedgerView:: setupPointerAndBalanceArrays”
Inverted sign of values in Transactions reports to match standard cash flow notation.

2004-08-11 Ace Jones <acejones@users.sourceforge.net>

Added stock accounts to kMyMoneyAccountSelector

2004-08-08 Ace Jones <acejones@users.sourceforge.net>

Added the ability to designate some reports as your favorite, and they’ll be grouped together.
Altered handling of reports index list, so customized reports are stashed in the same heading as their parent reports.
Fixed a bug in running sum reports (Net Worth, et al). When either end of the date range was QDate() the opening balance could be calculated wrong.

2004-08-07 Ace Jones <acejones@users.sourceforge.net>

Added MS Money date format as an option to QIF importer (%m/%d’%yyyy)
Added some new default reports, which are permutations of the old ones
Modified the reports index list to show a tree view, organized by type of report.
Modified reports to remember the plain language date range setting, so if you set a report to “Current Month”, it will ALWAYS show the current month.
Added rudimentary help to report configuration dialog.
Added ‘close’ button to report configuration dialog.

2004-08-05 Thomas Baumgart <ipwizard@users.sourceforge.net>

More changes to maintain backward compatibility with older Qt versions. Application now compiles under KDE 3.0 again.

2004-08-04 Ace Jones <acejones@users.sourceforge.net>

Added more operators to reports::QueryTable::TableRow to satisfy qHeapSort in earlier versions of QT

2004-08-04 Thomas Baumgart <ipwizard@users.sourceforge.net>

Maintain backward compatibility with older Qt versions
Fixed initialization order of kgpgfile objects

2004-08-03 Ace Jones <acejones@users.sourceforge.net>

Added ISO date format as an option to QIF importer (%yyyy-%mm%-dd)
Added CSV export for Transaction Reports
Added Currency conversion for Transaction Reports

2004-08-03 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added workaround for bug in KFilterDev

2004-08-02 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added GPG encryption logic

2004-08-01 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed asset loan view activation
Fixed new category/equity process

2004-07-31 Ace Jones <acejones@users.sourceforge.net>

First draft of transaction reports. Doesn’t yet convert currency or export to CSV, and definitely needs more testing.
Changed the currency identifier for “don’t convert to base currency” reports from the trading symbol (e.g. $ which could mean USD, or AUD, or CAD) to the ID (e.g. USD, AUD, CAD, etc) which is more specific
Reworked the report configuration dialog. Now instead of bolting on an additional frame, the report configs are additional tabs inserted at the beginning. Looks a bit cleaner. Also brought them into QT Designer.

2004-07-29 Ace Jones <acejones@users.sourceforge.net>

Removed KTabWidget for KDE < 3.2 in the report tabs
Fixed CSV report export so larger (>10,000) values are not rounded
Fixed the case where the user enters transactions before the opening date of the account and calls for a net worth report.

2004-07-29 Thomas Baumgart <ipwizard@users.sourceforge.net>

Maintain backward compatibility for KDE 3.0 (it’s still broken due to usage to KTabWidget which only exists in KDE >= 3.2)

2004-07-28 Ace Jones <acejones@users.sourceforge.net>

Fixed bug in reporting logic. AccountDescriptor::operator<() was broken, missing a case.

2004-07-27 Ace Jones <acejones@users.sourceforge.net>

Fixed CSV report export so no commas are contained in values. Values are now saved as double’s instead of formatted strings.
Fixed spelling error in reports exception dialog.

2004-07-26 Ace Jones <acejones@users.sourceforge.net>

Added numerous exceptions for overflow conditions in reports

2004-07-26 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed alignment of institution dialog

2004-07-26 Ace Jones <acejones@users.sourceforge.net>

Standardized formatting of headers for scheduled payments on home page

2004-07-25 Thomas Baumgart <ipwizard@users.sourceforge.net>

added more investment logic (register layout)

2004-07-23 Thomas Baumgart <ipwizard@users.sourceforge.net>

set id of category before emitting signal in kMyMoneyCategory
added more investment logic (automatic form adaption)

2004-07-23 Ace Jones <acejones@users.sourceforge.net>

Replaced report control hyperlinks with a new button bar widget at the top of the tab
Added a chart view for report charts. No actual charts yet, just stubs.

2004-07-23 Ace Jones <acejones@users.sourceforge.net>

Preliminary rough implementation of transaction report

2004-07-22 Ace Jones <acejones@users.sourceforge.net>

Added ability to save reports as CSV
Moved reports::AccountDescriptor into reports::PivotTable

2004-07-22 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed painting of kMyMoneyAccountCombo

2004-07-20 Felix Rodriguez <frodriguez@users.sourceforge.net>

Expanded Backup Dialog so we can see the OK and Cancel Buttons.

2004-07-17 Thomas Baumgart <ipwizard@users.sourceforge.net>

Maintain backward compatibility with older Qt and KDE versions
Added File/Import/Gnucash menu entry and logic to call the reader

2004-07-17 Ace Jones <acejones@users.sourceforge.net>

Added ‘comment’ field for reports, displayed in the reports list tab

2004-07-17 Ace Jones <acejones@users.sourceforge.net>

Ability to delete reports
Context menu (right click) from the reports list to access the report management actions. (The same actions that are available as links in the report tabs)

2004-07-16 Ace Jones <acejones@users.sourceforge.net>

Interface to contain the reports, as suggested by Tom. Completely re-wrote KReportsView in the process.

2004-07-16 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed #987465 (can’t edit scheduled transactions)

2004-07-14 Ace Jones <acejones@users.sourceforge.net>

Creation of new reports. Interface is pretty rudimentary.
Center reports within tab frame

2004-07-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

More investment work
Moved showWidgets() from the various ledger views to the base class as it was the same code in all derivatives

2004-07-14 Ace Jones <acejones@users.sourceforge.net>

Don’t attempt to ‘fix’ transfers from/to a credit card account on load

2004-07-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

More investment view work

2004-07-14 Ace Jones <acejones@users.sourceforge.net>

Created MyMoneyReport object, which replaces ReportConfigurationFilter
Serialize MyMoneyReport objects to/from XML storage file, so users’ changes to their reports will be saved/loaded automatically
Updated all report test cases to also test serialization

2004-07-13 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added more logic for investment view
Fixed word wrap in split transaction dialog
Show warning message when a category is created and the unused categories are hidden by user settings
Added investment register framework

2004-07-09 Thomas Baumgart <ipwizard@users.sourceforge.net>

Add creation of stock accounts through investment view
Added equities to MyMoneyStorageDump
Really remove price information from equity history
Added new loadList method to kMyMoneyAccountSelector

2004-07-08 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added stock account type
Added checks to make sure that stock accounts have an investment parent
Added testcases

2004-07-07 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added possibility to update currency rate for foreign currency accounts during account creation
Added duplicate transaction detection and use it during QIF import

2004-07-06 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed spelling of institution
Added test for presence of round() function
Modified MyMoneyFinancialCalculator to use own rounding function if round() is not available
Fixed #979747 (Interest rate does not get updated)
Added constant MyMoneyMoney::autoCalc used to identify automatically calculated values.

2004-07-01 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added patch supplied by Ace Jones
Fixed the ‘all dates’ option in the report generation as proposed by Ace
Changed currency code for Ukraine Hryvnia from UAG to UAH
Calling kMyMoneyDateInput::setDate() with QDate() as argument sets date to 00.00.0000 which will be returned as QDate() (the invalid date)

2004-06-29 Thomas Baumgart <ipwizard@users.sourceforge.net>

Don’t show investment accounts in category selector widget
Added general test environment for automated application tests
Allow three digit fractional part for loan interest rates

2004-06-27 Kevin Tambascio <ktambascio@users.sourceforge.net>

Added widgets to the online stock price update dialog
added placeholder dialog for the config options for the online update feature.
added a class in the engine to handle price updates from the online updater. This will allow dialogs to expose that feature, without burying logic to update the engine objects in the dialog.
some work on the investment view feature

2004-06-23 Kevin Tambascio <ktambascio@users.sourceforge.net>

Added new dialog (doesn’t do anything yet) as a placeholder for the online stock/currency price update features.
Added a menu item under the Tools menu to access this. It will also be available in the investment view.

2004-06-23 Thomas Baumgart <ipwizard@users.sourceforge.net>

Applied patch(es) supplied by Ace Jones
Fixed QIF generation errors
Added method hasAccount() to MyMoneyFile
Added testcases for this method

2004-06-15 Thomas Baumgart <ipwizard@users.sourceforge.net>

Report failures of unit tests correctly
Fixed transaction filter handling for reports
Fixed #968755 (Unwanted ledger view switch)
Partial cleanup of unused code
Fixed #975134 (Finished transactions will be shown on homepage)

2004-06-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added patch supplied by Ace Jones
Show preferred account after startup
Fixed logic for KDE 3.2

2004-06-09 Thomas Baumgart <ipwizard@users.sourceforge.net>

Replaced KLineEditDlg with KInputDialog for KDE >= 3.2.0
Replaced some deprecated methods in KDE >= 3.2.0
Fixed #968338 (Quarterly schedules are not calculated correctly)

2004-06-06 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed problem in find transaction logic
Fixed problem with scheduled payments when payment is on 29th-31st but month has less days

2004-06-04 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added kMyMoneyEquity to KLedgerViewInvestment
Removed unused members from kMyMoneyCategory
Fixed new equity entry dialog to keep updated values in member vars
Fixed some make issues
Fix endless loop when using with Qt < 3.2.1

2004-06-03 Thomas Baumgart <ipwizard@users.sourceforge.net>

Renamed newAccount() to addAccount() in the engine code to maintain consistency
Adapted testcases to reflect above change
Adapted kmymoneytest.cpp to work with CPPUNIT 1.9.14

2004-06-01 Thomas Baumgart <ipwizard@users.sourceforge.net>

Setup minimum size of kMyMoneyAccountCombo
Clear out text on account combo if no account present
Disable account combo box if no account available
Disable register if no account available
Fixed parameter setup for call of split transaction dialog

2004-05-31 Thomas Baumgart <ipwizard@users.sourceforge.net>

Make sure datepicker widget is always shown completely on screen
Fixed category/amount assignment problem
Created kMyMoneyAccountCombo widget

2004-05-30 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added KDE compatability header file. Should be used instead of kdeversion.h
Added global test container that can be built and run using ‘make check’
Added patch for report configuration supplied by Ace Jones

2004-05-28 Thomas Baumgart <ipwizard@users.sourceforge.net>

Enable more button even if transaction is not edited
Keep the payee id for transfer transactions

2004-05-27 Thomas Baumgart <ipwizard@users.sourceforge.net>

Allow arbitrary category/account selection in category field
Reworked the ledger view code to support new features
Investmentview is still broken!!
Fixed spelling in de.po
Fixed an issue with XML writing on KDE 3.2
Added setWeekendOption to MyMoneySchedule

2004-05-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

Applied patch supplied by Ace Jones
Fixed #952804 (marking ‘cleared’ in transaction entry form doesn’t work)
Started to implement equity accounts

2004-05-12 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed some issues around multiple currencies / exchange rates
Fixed #952696 (Mis-assigned shortcut Alt-M in transaction form)

2004-05-05 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed comparison of account objects
Added testcases for equality of MyMoneyAccount object
Removed unused code from kmymoneycategory.*
Keep account completion box in same position when resizing

2004-05-03 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added price precision setting to settings dialog
Use price precision setting in price edit dialog
Maintain backward compatability with Qt 3.1

2004-05-02 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed #944771 (Transaction form moves down the screen)
Fixed #944778 (File/Save As not working properly)
Fixed #944761 (Next date not calculated properly)
Fixed #932681 (no action for esc/enter in nr. field)
Allow to enter a ‘-‘ as first character in monetary fields without starting the calculator This issue only occured in the credit card and liability view
Enhanced MyMoneyFile::balance() and totalBalance() with date parameter
optimized MyMoneyTransactionFilter::setDateFilter()
optimized reporting code

2004-04-24 Thomas Baumgart <ipwizard@users.sourceforge.net>

Close dialog after the default currency has been selected
Allow to override opening balance of existing account when importing QIF file

2004-04-18 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed layout of initial import dialog
Fixed #906749 (Hang in loop on QIF import)
Fixed #933064 (MS-Money sub-categories make QIF import hang)
Fixed a problem with importing QIF dates using spaces
Maintain description field when importing accounts via QIF
Preload account types for account creation wizard in constructor

2004-04-17 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added missing layout to loan wizard

2004-04-14 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed some problems around multi currency and account/category creation
KUpdateStockPriceDlg now uses kMyMoneyEdit for price field
Revised interface of KUpdateStockPriceDlg
Enabled Return/Esc handling for KUpdateStockPriceDlg
Fixed problems with inline documentation
Fixed layout of amount tab in find transaction dialog

2004-04-05 Thomas Baumgart <ipwizard@users.sourceforge.net>

Revised view activation signalling
Added print button and file print option which is active for reports view only
Revised handling of cross-directory dependency to support older versions of automake
Removed m_file member from ReportsView::PivotTable
Added kMyMoneyCurrencySelector widget
Moved styles for report generation from code to kmymoney2.css
Added support for shares to XML storage object
Fixed a problem in MyMoneyMoney::formatMoney if precision is larger than 4
Added KCategoryListItem to differentiate between accounts and category view
Added observer functionality to KInvestmentView

2004-04-03 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added improvement for reporting
Added icon for reporting

2004-04-03 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added basic multiple currency work (currencies can be managed but they are not used for accounts and transactions yet)
Added reporting view supplied by Ace Jones
Made some changes to the reporting view to support printing through KDE
Added detection of multiple KMyMoney instances and issue warning
Prevent loading the same file into multiple instances of KMyMoney

2004-03-24 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed #922678 (number field is not saved to XML file)

2004-03-17 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed layout of split correction dialog
Allow transfers with partial income/expense
Fixed display of form for investment ledger
Added missing investmentview files to project
Added equity tests to unit test framework

2004-03-13 Kevin Tambascio <ktambascio@users.sourceforge.net>

A good chunk of functionality for investments is checked in. Includes support for reading/writing MyMoneyEquity objects. Can add investment accounts through the new account wizard. Can use the investment view to view all your investment accounts. XML reader/writer will read and persist the new objects.

2004-03-10 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added investment view and started integration of it

2004-02-24 Thomas Baumgart <ipwizard@users.sourceforge.net>

Revised payees view
Added validator function for kMyMoneyEdit that respects monetary settings
Updated project file
Fixed sizing of widgets in ledger view
MyMoneyFile emits more notifications for payees

2004-02-24 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed #897033 (fixed open file handling)
Fixed #902580 (unable to create category during transaction entry)
Fixed #902581 (unable to modify date correctly in ledger view)
Set initial focus of new account wizard to account name

2004-02-15 Thomas Baumgart <ipwizard@users.sourceforge.net>

Added new MyMoneyMoney implementation which is based on numerators and denominators (based on GNUCash’s gnc_numeric and converted to our object oriented environment)

2004-02-08 Thomas Baumgart <ipwizard@users.sourceforge.net>

Fixed #892954 (Creating accounts within QIF import crashes application)