Kmymoney2 CVS version freezing with custom report

[allan anderson]

>
> Message: 2
> Date: Sat, 19 Jul 2008 12:56:50 -0300
> From: "Alvaro Soliverez" <asoliverez@...>
> Subject: Re: [Kmymoney2-developer] [Kmymoney2-user] Kmymoney2 CVS
> version freezing with custom report
> To: kmymoney2-developer@..., "John Timmins"
> <jt_timmins@...>
> Message-ID:
> <64e15f8f0807190856q5676b080kd426d390ba607936@...>
> Content-Type: text/plain; charset="iso-8859-1"
>
> Hello all,
> I got the ok from Sascha Pfau, from KOffice, to relicense his code to
> GPL v2 or later and include it in KMyMoney. I am about to commit it.
> Thomas, can you check the copyright notice later? I added a comment,
> but not the original license since it was agreed to relicense, so the
> original one was no longer meaningful.
>
> Now, please test it and let me know of any issues. We can always go
> back to trying to fix the old one, but since this one is "shared"
> with KOffice, it is easier to maintain, and it also complies with
> OpenFormula, which is a reassurance.
>
> Thank you all for your patience and help with testing and ideas to
> solve this issue.
>
> Regards,
> Alvaro
>

Hi Alvaro

The present arrangement is really wierd, I now have it freezing on a
test account with just two entries.  The pricing data is involved,
too.  It will be interesting to see the new one.

Allan

> On Fri, Jul 18, 2008 at 10:57 PM, Alvaro Soliverez
> <asoliverez@...> wrote:
>
> > Hello all,
> > I managed to adapt the function from KSpread to KMyMoney. I am not
> > entirely sure it works, though the unit tests pass ok. But I am
> > still waiting for an answer from KOffice about the license, so I
> > cannot commit this until then.
> >
> > I opened John's test file and I was able to run the reports with no
> > dates, and KMyMoney didn't freeze. It took some time (about 20 secs
> > or so), but it didn't freeze. Numbers didn't seem all that accurate
> > in some cases, but I guess that is because the anon file numbers
> > are so big that it overflows the MyMoneyMoney object. I have seen
> > that happen before.
> >
> > We will have to wait until I can commit and then run some more
> > tests.
> >
> > Regards,
> > Alvaro
> >
> >
> >
> >
> > On Fri, Jul 18, 2008 at 11:54 AM, Alvaro Soliverez
> > <asoliverez@...> wrote:
> >
> >> Strangely, KOffice, or at least this particular file seems to be
> >> GPL v2 ONLY. I will put in a separate file, so it is easier to
> >> spot. There should be no problem in the future, since all of KDE
> >> seems to be going to GPL v2 or later, or GPL v3, but just to make
> >> sure.
> >>
> >> I am talking to one of the developers, Stefan Nikolaus, of this
> >> class, just to make sure it is okay. He also confirmed me that
> >> XIRR is ok according to the OpenFormula spec, so that is another
> >> good point to use this same function.
> >>
> >> Nobody wants Debian raising a warning because of this, right? I
> >> still remember that issue we had a few months ago. :))
> >>
> >> On Fri, Jul 18, 2008 at 1:54 AM, Thomas Baumgart
> >> <thb@...> wrote:
> >>
> >>> Hi all,
> >>>
> >>> on Friday 18 July 2008 03:01, Alvaro Soliverez wrote:
> >>>
> >>> > Hello all,
> >>> > I have debugged the test file. The culprit seems to be that at
> >>> > some point, given a combination of numbers, it enters an
> >>> > infinite loop. It should come out of that eventually, but it
> >>> > would take a looooong time.
> >>> >
> >>> > KSpread uses a similar function, but it seems to be more
> >>> > efficient, and more readable. And it has a condition to escape
> >>> > the function after a prudent number of iterations. :)
> >>> > I could try to adapt that one to KMyMoney, what do you think?
> >>>
> >>> Sounds like a good idea to me. At least, we should give it a try.
> >>>
> >>> > Also, what are the copyright implications, since I am not
> >>> > copying line-by-line, but basing mine on the one of KSpread?
> >>> > Of course it won't be a line-by-line copy, but pretty much.
> >>> > I have already subscribed to koffice-devel mailing list, and I
> >>> > will try to ask there, but just in case...
> >>>
> >>> I assume, KSpread also follows some open source licence (if not
> >>> GPL). So that shouldn't be a problem.
> >>>
> >>> What we have done in the past in such cases can be seen eg. in
> >>> kMyMoneyDateTbl::weekNumber()
> >>> (kmymoney2/widgets/kmymoneydatetbl.cpp) as well as the top of the
> >>> same file.
> >>>
> >>> Another one is here:
> >>>
> >>> http://kmymoney2.sourceforge.net/kmymoney2-api/html/classMyMoneyTransaction.html#e1
> >>>
> >>> --
> >>>
> >>> Regards
> >>>
> >>> Thomas Baumgart
> >>>
> >>> GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
> >>> -------------------------------------------------------------
> >>> A crash turns an expensive computer into a simple stone!
> >>> -------------------------------------------------------------
> >>>

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[Alvaro Soliverez]

Hi Allan,
can you update to the latest cvs and give it a run? I hope it works much better.

Regards,
Alvaro

On Sat, Jul 19, 2008 at 2:22 PM, allan <aganderson@...> wrote:

>
> Message: 2
> Date: Sat, 19 Jul 2008 12:56:50 -0300
> From: "Alvaro Soliverez" <asoliverez@...>
> Subject: Re: [Kmymoney2-developer] [Kmymoney2-user] Kmymoney2 CVS
>       version freezing with custom report
> To: kmymoney2-developer@...,        "John Timmins"
>       <jt_timmins@...>
> Message-ID:
>       <64e15f8f0807190856q5676b080kd426d390ba607936@...>
> Content-Type: text/plain; charset="iso-8859-1"
>
> Hello all,
> I got the ok from Sascha Pfau, from KOffice, to relicense his code to
> GPL v2 or later and include it in KMyMoney. I am about to commit it.
> Thomas, can you check the copyright notice later? I added a comment,
> but not the original license since it was agreed to relicense, so the
> original one was no longer meaningful.
>
> Now, please test it and let me know of any issues. We can always go
> back to trying to fix the old one, but since this one is "shared"
> with KOffice, it is easier to maintain, and it also complies with
> OpenFormula, which is a reassurance.
>
> Thank you all for your patience and help with testing and ideas to
> solve this issue.
>
> Regards,
> Alvaro
>

Hi Alvaro

The present arrangement is really wierd, I now have it freezing on a
test account with just two entries.  The pricing data is involved,
too.  It will be interesting to see the new one.

Allan

> On Fri, Jul 18, 2008 at 10:57 PM, Alvaro Soliverez
> <asoliverez@...> wrote:
>
> > Hello all,
> > I managed to adapt the function from KSpread to KMyMoney. I am not
> > entirely sure it works, though the unit tests pass ok. But I am
> > still waiting for an answer from KOffice about the license, so I
> > cannot commit this until then.
> >
> > I opened John's test file and I was able to run the reports with no
> > dates, and KMyMoney didn't freeze. It took some time (about 20 secs
> > or so), but it didn't freeze. Numbers didn't seem all that accurate
> > in some cases, but I guess that is because the anon file numbers
> > are so big that it overflows the MyMoneyMoney object. I have seen
> > that happen before.
> >
> > We will have to wait until I can commit and then run some more
> > tests.
> >
> > Regards,
> > Alvaro
> >
> >
> >
> >
> > On Fri, Jul 18, 2008 at 11:54 AM, Alvaro Soliverez
> > <asoliverez@...> wrote:
> >
> >> Strangely, KOffice, or at least this particular file seems to be
> >> GPL v2 ONLY. I will put in a separate file, so it is easier to
> >> spot. There should be no problem in the future, since all of KDE
> >> seems to be going to GPL v2 or later, or GPL v3, but just to make
> >> sure.
> >>
> >> I am talking to one of the developers, Stefan Nikolaus, of this
> >> class, just to make sure it is okay. He also confirmed me that
> >> XIRR is ok according to the OpenFormula spec, so that is another
> >> good point to use this same function.
> >>
> >> Nobody wants Debian raising a warning because of this, right? I
> >> still remember that issue we had a few months ago. :))
> >>
> >> On Fri, Jul 18, 2008 at 1:54 AM, Thomas Baumgart
> >> <thb@...> wrote:
> >>
> >>> Hi all,
> >>>
> >>> on Friday 18 July 2008 03:01, Alvaro Soliverez wrote:
> >>>
> >>> > Hello all,
> >>> > I have debugged the test file. The culprit seems to be that at
> >>> > some point, given a combination of numbers, it enters an
> >>> > infinite loop. It should come out of that eventually, but it
> >>> > would take a looooong time.
> >>> >
> >>> > KSpread uses a similar function, but it seems to be more
> >>> > efficient, and more readable. And it has a condition to escape
> >>> > the function after a prudent number of iterations. :)
> >>> > I could try to adapt that one to KMyMoney, what do you think?
> >>>
> >>> Sounds like a good idea to me. At least, we should give it a try.
> >>>
> >>> > Also, what are the copyright implications, since I am not
> >>> > copying line-by-line, but basing mine on the one of KSpread?
> >>> > Of course it won't be a line-by-line copy, but pretty much.
> >>> > I have already subscribed to koffice-devel mailing list, and I
> >>> > will try to ask there, but just in case...
> >>>
> >>> I assume, KSpread also follows some open source licence (if not
> >>> GPL). So that shouldn't be a problem.
> >>>
> >>> What we have done in the past in such cases can be seen eg. in
> >>> kMyMoneyDateTbl::weekNumber()
> >>> (kmymoney2/widgets/kmymoneydatetbl.cpp) as well as the top of the
> >>> same file.
> >>>
> >>> Another one is here:
> >>>
> >>> http://kmymoney2.sourceforge.net/kmymoney2-api/html/classMyMoneyTransaction.html#e1
> >>>
> >>> --
> >>>
> >>> Regards
> >>>
> >>> Thomas Baumgart
> >>>
> >>> GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
> >>> -------------------------------------------------------------
> >>> A crash turns an expensive computer into a simple stone!
> >>> -------------------------------------------------------------
> >>>

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[allan anderson]

>> Hi Alvaro
>>
>> The present arrangement is really wierd, I now have it freezing on a
>> test account with just two entries.  The pricing data is involved,
>> too.  It will be interesting to see the new one.
>>
>> Allan

> Hi Allan,
> can you update to the latest cvs and give it a run? I hope it works
> much
> better.

> Regards,
> Alvaro
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Hi Alvaro

Just a quick look at my problem fund on new CVS.

There's no freeze now, but there is still a problem, which I think I saw in
my last testing on the old method.

The fund start date is 4 Nov 2004, with a buy transaction of, say 1000
at £0.10.  If I start the report with that as start date, it shows a
starting balance of zero, and buys at 100 .  If I now alter the report
start date to 5 Nov., it shows the starting balance as 1000, which is
the quantity not the value.

Another fund I checked worked OK.

A dummy account I was testing with earlier shows the same problem.
All it has is a buy of 1000 at £0.10 on 4 Nov 2004, a dividend payment
of £54.40 0n 4 Mar 2008, and a closing price of  £0.5872 on 19 Jul
2008.  I think it's to do with not correctly dealing with the opening
price, as if I enter an opening price via Tools/Prices, it shows the
correct starting balance.  This issue has been mentioned previously, I
remember.  It shouldn't be necessary to enter the price twice, I don't
think.

Ah, just realised why the other fund is OK.  It has a starting price from
Quicken import, whereas the troublesome one only has the opening
transaction price, with no Tools/Prices entry until 10 Jan 2005.  I thought
the price was involved.

(As an aside, on the ledger view for an investment, I always find the
column heading 'Amount' misleading, as 'amount' is generally applied to
money, and 'quantity' for a number of items.  Maybe it's just me though?)

I'll do some comparison tests next.  Good progress, though.  I hope I
don't sound too critical, as the program and support is excellent.

Allan

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[Thomas Baumgart]

Hi all,

on Sunday 20 July 2008 02:58, allan wrote:

> >> Hi Alvaro
> >>
> >> The present arrangement is really wierd, I now have it freezing on a
> >> test account with just two entries.  The pricing data is involved,
> >> too.  It will be interesting to see the new one.
> >>
> >> Allan
> >
> > Hi Allan,
> > can you update to the latest cvs and give it a run? I hope it works
> > much
> > better.
> >
> > Regards,
> > Alvaro
>
> Hi Alvaro
>
> Just a quick look at my problem fund on new CVS.
>
> There's no freeze now, but there is still a problem, which I think I saw
> in my last testing on the old method.
>
> The fund start date is 4 Nov 2004, with a buy transaction of, say 1000
> at £0.10.  If I start the report with that as start date, it shows a
> starting balance of zero, and buys at 100 .  If I now alter the report
> start date to 5 Nov., it shows the starting balance as 1000, which is
> the quantity not the value.
>
> Another fund I checked worked OK.
>
> A dummy account I was testing with earlier shows the same problem.
> All it has is a buy of 1000 at £0.10 on 4 Nov 2004, a dividend payment
> of £54.40 0n 4 Mar 2008, and a closing price of  £0.5872 on 19 Jul
> 2008.  I think it's to do with not correctly dealing with the opening
> price, as if I enter an opening price via Tools/Prices, it shows the
> correct starting balance.  This issue has been mentioned previously, I
> remember.  It shouldn't be necessary to enter the price twice, I don't
> think.

... which reminds me of a loose end on my side. I guess, I have to think
about it more thoroughly.

Can you tell me what the right and wrong figures for the above example are?
Which report should I look at (sorry, I did not follow the whole
discussion in detail)? Which parameters should I use?

> Ah, just realised why the other fund is OK.  It has a starting price
> from Quicken import, whereas the troublesome one only has the opening
> transaction price, with no Tools/Prices entry until 10 Jan 2005.  I
> thought the price was involved.
>
> (As an aside, on the ledger view for an investment, I always find the
> column heading 'Amount' misleading, as 'amount' is generally applied to
> money, and 'quantity' for a number of items.  Maybe it's just me
> though?)

Consider it changed. Thanks for the hint.

> I'll do some comparison tests next.  Good progress, though.  I hope I
> don't sound too critical, as the program and support is excellent.

No, not at all - and I think I can speak for all the devs at this point.
Your help on this issue is excellent and thus part of the support.

--

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-------------------------------------------------------------
Life would be so much easier if we could just
look at the source code. -- Dave Olson
-------------------------------------------------------------


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[Alvaro Soliverez]

Hello all,

On Sun, Jul 20, 2008 at 4:54 AM, Thomas Baumgart <thb@...> wrote:

Hi all,

on Sunday 20 July 2008 02:58, allan wrote:

>
> Hi Alvaro
>
> Just a quick look at my problem fund on new CVS.
>
> There's no freeze now, but there is still a problem, which I think I saw
> in my last testing on the old method.
>
> The fund start date is 4 Nov 2004, with a buy transaction of, say 1000
> at £0.10.  If I start the report with that as start date, it shows a
> starting balance of zero, and buys at 100 .  If I now alter the report
> start date to 5 Nov., it shows the starting balance as 1000, which is
> the quantity not the value.
>
> Another fund I checked worked OK.
>
> A dummy account I was testing with earlier shows the same problem.
> All it has is a buy of 1000 at £0.10 on 4 Nov 2004, a dividend payment
> of £54.40 0n 4 Mar 2008, and a closing price of  £0.5872 on 19 Jul
> 2008.  I think it's to do with not correctly dealing with the opening
> price, as if I enter an opening price via Tools/Prices, it shows the
> correct starting balance.  This issue has been mentioned previously, I
> remember.  It shouldn't be necessary to enter the price twice, I don't
> think.

... which reminds me of a loose end on my side. I guess, I have to think
about it more thoroughly.

Can you tell me what the right and wrong figures for the above example are?
Which report should I look at (sorry, I did not follow the whole
discussion in detail)? Which parameters should I use?

This is the "Investment Performance By Type". To calculate the amount, it gets the starting balance and multiplies by price. Since there is no price, it only shows the amount of shares.
Configure the report for the day after you first purchased a stock, that should do it.


 

> Ah, just realised why the other fund is OK.  It has a starting price
> from Quicken import, whereas the troublesome one only has the opening
> transaction price, with no Tools/Prices entry until 10 Jan 2005.  I
> thought the price was involved.
>
> (As an aside, on the ledger view for an investment, I always find the
> column heading 'Amount' misleading, as 'amount' is generally applied to
> money, and 'quantity' for a number of items.  Maybe it's just me
> though?)

Consider it changed. Thanks for the hint.

Lol, that one was confusing for me too.
 

> I'll do some comparison tests next.  Good progress, though.  I hope I
> don't sound too critical, as the program and support is excellent.

No, not at all - and I think I can speak for all the devs at this point.
Your help on this issue is excellent and thus part of the support.

Yep. Allan, you are being of great help. Not only now, but several times.
Thanks a lot!

Regards,
Alvaro

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[allan anderson]

> ----------------------------------------------------------------------
>
> Message: 1
> Date: Sun, 20 Jul 2008 01:58:58 +0100
> From: allan <aganderson@...>
> Subject: Re: [Kmymoney2-developer] Kmymoney2 CVS version freezing with
> custom report
> To: kmymoney2-developer@...
> Message-ID: <20080720015858.5826350d@eve2>
> Content-Type: text/plain; charset=UTF-8
>
> >> Hi Alvaro

<snip>

> >> Allan
>
> > Hi Allan,
> > can you update to the latest cvs and give it a run? I hope it works
> > much
> > better.
>
> > Regards,
> > Alvaro
> >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>
> Hi Alvaro
>
> Just a quick look at my problem fund on new CVS.
>
> There's no freeze now, but there is still a problem, which I think I
> saw in my last testing on the old method.
>

<snip>
>
> I'll do some comparison tests next.  Good progress, though.  I hope I
> don't sound too critical, as the program and support is excellent.
>
> Allan
>

Hi Alvaro,

Good news.  I've checked a three year report against Quicken, and apart
from two funds, the percentages are spot on.  The two exceptions are
because of explainable differences in quantities or  prices.

Hope nobody else throws a spanner in the works!

Allan

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