Bug 310438

Summary: CSV Plugin - Wishlist: Ability to enter symbols during import
Product: [Applications] kmymoney Reporter: allan <agander93>
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: RESOLVED FIXED    
Severity: wishlist    
Priority: NOR    
Version: git (master)   
Target Milestone: ---   
Platform: Ubuntu   
OS: Linux   
Latest Commit: http://commits.kde.org/kmymoney/159b4e6daabcbaff4d361849664c60eb9bb2f317 Version Fixed In: 4.7.0
Sentry Crash Report:

Description allan 2012-11-21 11:31:15 UTC 
If an investment file is being imported which does not have ticker symbols against every security, those entries will not be accepted by KMyMoney.  It is necessary for the user to edit the file before import to add symbols where they are missing.
At the moment, the plugin allows security names to be edited, to ensure they match those that are already on file.
It would be sensible and beneficial to extend this, to allow the user also to add/edit ticker symbols.  Also, sometimes broker files may have transactions to add, say, interest or fees which are associated with the broker's account rather than with a real security.  The use of an invented ticker symbol would allow these to be captured as well.


Reproducible: Always
Comment 1 allan 2012-11-21 23:55:50 UTC 
Git commit 159b4e6daabcbaff4d361849664c60eb9bb2f317 by Allan Anderson.
Committed on 22/11/2012 at 00:14.
Pushed by allananderson into branch 'master'.
Minor changes to UI following font changes

M  +10   -16   kmymoney/plugins/csvimport/csvdialog.cpp
M  +6    -1    kmymoney/plugins/csvimport/csvdialog.ui
M  +5    -7    kmymoney/plugins/csvimport/investmentwizardpage.ui
M  +10   -10   kmymoney/plugins/csvimport/investprocessing.cpp
M  +73   -26   kmymoney/plugins/csvimport/symboltabledlg.cpp
M  +1    -0    kmymoney/plugins/csvimport/symboltabledlg.h
M  +5    -2    kmymoney/plugins/csvimport/symboltabledlg.ui

http://commits.kde.org/kmymoney/159b4e6daabcbaff4d361849664c60eb9bb2f317