Release Issues for Version 0.8

Class “A” Issues

Ship-stoppers. We will not ship 0.8 with even one of these still open

Status	Assignee	Item
Done	Ace	QIF import matches imported transactions too aggressively: Needs to consider check #. (Done, and I added a QIF profile option to disable it.) Add "Are you sure?" to canceling import. (Done) (See e-mail)
Done	Ace	QIF import chokes on large files. Bob has 3,000 transactions in his QIF file, and KMM absolutely chews it to shreds.
Done	Ace	Crash in online quotes when two securities have the same symbol
Done	Ace	QIF import does not handle stock accounts/transactions
Done	Ace	QIF import does not create opening balance transaction the new way
Done	Ace/MTE/Various	User manual for 0.8
Done	THB	Can't delete/modify stock accounts from the investment summary (THB: they can now be deleted, if there's no transactions referencing them)
Done	THB	Verify all Makefile.am to contain the correct data esp. with respect to installation of the newly added files (e.g. icons, shared libs etc.). Make sure, tar-ball can be build and contains all files. (THB: Needs testing!!)
Done	Ace	Remove old OFX importer (use only the plugin, remove OFX dependency from main program)
Done	THB	Editing splits sometimes does not save the changes. (See e-mail)
Done	Tony	Problems using File/Import and file suffixes. See http://bugs.kde.org/show_bug.cgi?id=105740 (sourceforge problem 1202752)
Done	THB	Unable to change holdings precision on investments (e.g. my mutual funds are in 1/1000ths)
Done	Tony	Resolve design violation of using KDE code within the engine
Done	Ace	Resolve all compiler warnings (ace: from now on, we should handle them per checkin. Possibly enable -Werror ?)
Done	Ace	Respect price digit settings in online quotes (See e-mail)
Done	Tony	Fix GNC open logic not to override the existing GNC file. This could be a problem for other imports too (ace: although that's unlikely, all the other imports don't change the current filename)
Done	THB	Handle (or prohibit) deleting of an investment account
Done	Ace	Move OFX direct connect and importer test code to an --enable-something switch, defaulted to 'no'
Done	THB	Description of fields in transaction form does not follow type of transaction. (See e-mail)
Done	THB	Transaction autofill does not increment check no if present. (See e-mail) (ace: I think the poster wanted more than just increment the last-used check number. He wanted one past the highest number ever used. thb: fixed in the normal ledger view, need to add it to the 'enter scheduled transaction' logic.)
Done	THB	Warning about duplicate check no should pop up to warn user (See e-mail)
Done	THB	Contents of widgets changes without modifications by user. (See e-mail)
Done	THB	Category cannot be created when entering transaction in the ledger. (See e-mail) (thb: does it work from the transaction form?)
Done	THB	Don't modify access rights of existing files. New files should still be created with 0600. (See e-mail)
Done	THB	Moving the transaction selection bar when the transaction form is turned off does not work (anymore).
Done	THB	Split dialog pops up twice. (See e-mail)
Done	THB	Account reconciliation only works if the transaction form is visible. Should also work via accounts view/context menu/reconcile. (See e-mail)
Done	THB	Why doesn't the splash screen go away after the app is visible? This may only happen when starting without a data file.
Done	THB/Ace	Foreign securities have the wrong currency in the ledger (And then handle the case in transaction reports) (See e-mail)
Done	THB	There is no way for someone to change their mind in the middle of setting up a new user. There should be "cancel" buttons in the dialogs to allow someone to abort the new user setup rather then be forced to continue or kill the program.
Done	THB	Schedules don't show a currency. Same applies to home page
Done	THB	Scheduled transactions are not entered correctly (shares/values). This is fixed when the file is loaded the next time (the caption shows 'modified' immediately after loading w/o any user interaction)
Done	THB	Fix auto close of brief schedule widget
Done	THB	Fix build system to support '#include xx.moc' and --enable-final. Also, too many documentation files (all *.docbook) are 'installed' which is not good

Summary: 34 issues, 34 done. 100.00 % completed

Class “B” Issues

Should-haves. We would like to have most of these fixed, if possible. We will ship some of these, but we wouldn't want too long of a list

Status	Assignee	Item
Open		Update translations
Open		Don't clobber an existing file when saving a new one without prompting the user
Open		Add amortization planner. (Feature #1049731)
Open		Rework loan calculation to have all relevant value input fields on one page of the wizard.
Open		Creating a loan account from the new account wizard doesn't create a good schedule, when the new account wizard is called from MyMoneyQifReader::selectOrCreateAccount. (ace: Elsewhere this wizard is called, there is a lot of fixup going on with the schedule and the account that I do not understand. It seems like it should not be the responsibility of the caller to work out the correct relationship between the schedule and the account.)
Open		Separate translations into their own package (e.g. kmymoney-i18n)
Open		Add Tools/Currency/New ... function.
Open	THB/Ace	Disallow multiple securities with the same trading symbol OR provide explicit support for it (and allow in online quotes)
Open		Stock splits
In work	THB	Construct basic RPM spec file (THB: I started on this and have a template)
Done	Tony	Allow user choice in import of stock quote price sources
Done	THB	Add warning if user assigns a numeric value to the number field of the transaction that is already used in a different transaction for the same account. If user does not change it, it's still ok. (Feature #1162727)
Done	THB	Fix unit tests to work on 64 bit architecture
Done	Ace	Account Balances by Institution report places stock accounts under "NONE". Instead, this report should make these into sub-accounts of the parent somehow.
Done	Rob/Ace	New "Welcome" home.html (See e-mail) (ace: It's there. Needs a little clean-up.)
Done	Ace	Don't output debugging files when compiled without -DKMM_DEBUG
Done	THB	Ability to move a stock from one investment account to another (e.g. from Present to Defunct when I sell). (THB: only in expert mode when you can drag/drop the stock account in the accounts view)
Done	Ace	Fix colors in title bar on odd color schemes (See e-mail)
Done	Ace	Ability to import cash dividends better (See e-mail) (ace: Need to handle this in OFX like I'm handling it in QIF: Create a specific Income account, like _Dividends, and put the dividends there.)
Done	THB	I have two investment accounts, Defunct and Present. From the accounts view, even if I select Present, Investment View comes up with Defunct (which is not usually what I want!)
Done	Ace	Remove old online quote (SOAP) stuff
Done	THB	Option to control the behaviour when a different transaction/split is selected while another one is edited
Done	THB	Option to deactivate auto "fill in the blanks" feature in transaction entry
Done	THB	Double clicking an account in the institution view does not open the ledger view
Done	THB	Categories line in the .desktop

Summary: 25 issues, 15 done. 60.00 % completed

Class “C” Issues

Nice-to-haves. We would accept fixes to these, but we would be OK with them all shipping as-is

Status	Assignee	Item
Open		Description of fields while in edit mode. (See e-mail)
Open	Ace	QIF Import: Option to supress cross-account duplicate xfers (Feature #1175063)
Open	THB	Straighten out Application/View/Action logic. Add hooks for plugins.
Open		Investment Summary needs completing; I'm not sure that the %gain fields need to be kept, since Ace's investment performance report seems to cover that (and is there still a multiplication issue?) (ace: I removed those fields for now, if we want to implement them we can do so.)
Open		The variables that can be controlled via a settings dialog should all be managed by a single object. If any of the variables changes(e.g. colors), the object should emit a signal, that views can use to redraw themselves.
Open		The settings dialog should be made out of pages setup by Qt designer instead of manually designed pages
Open		Unify securities so the same security in different accounts only has to be entered once (See e-mail)
Open		Summarize Income/Expense totals in accounts view by current year, or some selectable timeframe. (See e-mail) (Feature #1144472)
Open		Payees for investment transactions
Open	Ace	Honor option to deactivate auto "fill in the blanks" feature in statement importer
Open	Ace	Move OFX direct connect to a plugin
Open	Ace	Price history report
Open	Ace	Add ability to create new stock accounts during OFX & QIF importing (See e-mail)
Open	Ace	Net worth reports, when not converted to base currency, and rolled up to top-accounts, when the top-account is a different currency than the sub-accounts, needs to convert the sub-accounts to the top-account currency.
Open	THB	Separate plugins into their own package (e.g. kmymoney-ofx). (THB: We can do this after 0.8 is out.)
In Work	Rob	Install a 'scalable' icon set
Done	Ace	Implement new title bar graphics
Done	Tony	When importing GNC schedules with formula, allow user to enter an amount instead of zeroing it
Done	Tony	Handle accounts receivable and payable accounts in GNC importer

Summary: 19 issues, 3 done. 15.79 % completed