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

DoneAceQIF 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)
DoneAceQIF import chokes on large files. Bob has 3,000 transactions in his QIF file, and KMM absolutely chews it to shreds.
DoneAceCrash in online quotes when two securities have the same symbol
DoneAceQIF import does not handle stock accounts/transactions
DoneAceQIF import does not create opening balance transaction the new way
DoneAce/MTE/VariousUser manual for 0.8
DoneTHBCan't delete/modify stock accounts from the investment summary (THB: they can now be deleted, if there's no transactions referencing them)
DoneTHBVerify 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!!)
DoneAceRemove old OFX importer (use only the plugin, remove OFX dependency from main program)
DoneTHBEditing splits sometimes does not save the changes. (See e-mail)
DoneTonyProblems using File/Import and file suffixes. See http://bugs.kde.org/show_bug.cgi?id=105740 (sourceforge problem 1202752)
DoneTHBUnable to change holdings precision on investments (e.g. my mutual funds are in 1/1000ths)
DoneTonyResolve design violation of using KDE code within the engine
DoneAceResolve all compiler warnings (ace: from now on, we should handle them per checkin. Possibly enable -Werror ?)
DoneAceRespect price digit settings in online quotes (See e-mail)
DoneTonyFix 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)
DoneTHBHandle (or prohibit) deleting of an investment account
DoneAceMove OFX direct connect and importer test code to an --enable-something switch, defaulted to 'no'
DoneTHBDescription of fields in transaction form does not follow type of transaction. (See e-mail)
DoneTHBTransaction 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.)
DoneTHBWarning about duplicate check no should pop up to warn user (See e-mail)
DoneTHBContents of widgets changes without modifications by user. (See e-mail)
DoneTHBCategory cannot be created when entering transaction in the ledger. (See e-mail) (thb: does it work from the transaction form?)
DoneTHBDon't modify access rights of existing files. New files should still be created with 0600. (See e-mail)
DoneTHBMoving the transaction selection bar when the transaction form is turned off does not work (anymore).
DoneTHBSplit dialog pops up twice. (See e-mail)
DoneTHBAccount reconciliation only works if the transaction form is visible. Should also work via accounts view/context menu/reconcile. (See e-mail)
DoneTHBWhy doesn't the splash screen go away after the app is visible? This may only happen when starting without a data file.
DoneTHB/AceForeign securities have the wrong currency in the ledger (And then handle the case in transaction reports) (See e-mail)
DoneTHBThere 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.
DoneTHBSchedules don't show a currency. Same applies to home page
DoneTHBScheduled 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)
DoneTHBFix auto close of brief schedule widget
DoneTHBFix 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

OpenUpdate translations
OpenDon't clobber an existing file when saving a new one without prompting the user
OpenAdd amortization planner. (Feature #1049731)
OpenRework loan calculation to have all relevant value input fields on one page of the wizard.
OpenCreating 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.)
OpenSeparate translations into their own package (e.g. kmymoney-i18n)
OpenAdd Tools/Currency/New ... function.
OpenTHB/AceDisallow multiple securities with the same trading symbol OR provide explicit support for it (and allow in online quotes)
OpenStock splits
In workTHBConstruct basic RPM spec file (THB: I started on this and have a template)
DoneTonyAllow user choice in import of stock quote price sources
DoneTHBAdd 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)
DoneTHBFix unit tests to work on 64 bit architecture
DoneAceAccount Balances by Institution report places stock accounts under "NONE". Instead, this report should make these into sub-accounts of the parent somehow.
DoneRob/AceNew "Welcome" home.html (See e-mail) (ace: It's there. Needs a little clean-up.)
DoneAceDon't output debugging files when compiled without -DKMM_DEBUG
DoneTHBAbility 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)
DoneAceFix colors in title bar on odd color schemes (See e-mail)
DoneAceAbility 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.)
DoneTHBI 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!)
DoneAceRemove old online quote (SOAP) stuff
DoneTHBOption to control the behaviour when a different transaction/split is selected while another one is edited
DoneTHBOption to deactivate auto "fill in the blanks" feature in transaction entry
DoneTHBDouble clicking an account in the institution view does not open the ledger view
DoneTHBCategories 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

OpenDescription of fields while in edit mode. (See e-mail)
OpenAceQIF Import: Option to supress cross-account duplicate xfers (Feature #1175063)
OpenTHBStraighten out Application/View/Action logic. Add hooks for plugins.
OpenInvestment 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.)
OpenThe 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.
OpenThe settings dialog should be made out of pages setup by Qt designer instead of manually designed pages
OpenUnify securities so the same security in different accounts only has to be entered once (See e-mail)
OpenSummarize Income/Expense totals in accounts view by current year, or some selectable timeframe. (See e-mail) (Feature #1144472)
OpenPayees for investment transactions
OpenAceHonor option to deactivate auto "fill in the blanks" feature in statement importer
OpenAceMove OFX direct connect to a plugin
OpenAcePrice history report
OpenAceAdd ability to create new stock accounts during OFX & QIF importing (See e-mail)
OpenAceNet 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.
OpenTHBSeparate plugins into their own package (e.g. kmymoney-ofx). (THB: We can do this after 0.8 is out.)
In WorkRobInstall a 'scalable' icon set
DoneAceImplement new title bar graphics
DoneTonyWhen importing GNC schedules with formula, allow user to enter an amount instead of zeroing it
DoneTonyHandle accounts receivable and payable accounts in GNC importer

Summary: 19 issues, 3 done. 15.79 % completed