Re: [GNC] Auto commit with auto save?

[David T. via gnucash-user]

I agree that it would be nice to have some visual cue that a transaction has 
been edited but not saved; that would be useful. I'm honestly not sure why that 
hasn't been implemented. 

The app does throw a dialog onscreen when a user tries to save with an open 
transaction. Unfortunately, the message is generic, and a user is forced to 
look through the open tabs and try to figure out which register holds this 
transaction. Others have commented on this in the past. 

If I recall correctly, you were having trouble because you have a cron job set 
up to retrieve quotes at a specified time each day, and this job causes the 
file to close dirty if there is an open transaction. The problem in this case, 
is that this cron job doesn't have necessary fault testing and tolerance. I'd 
suggest working on ensuring that this cron job was properly set up to handle 
your specific situation. 

⁣David T. ​

On May 6, 2023, 9:02 PM, at 9:02 PM, "David G. Pickett via gnucash-user" 
 wrote:
>"Don't do that!" does not prevent data loss from human error, which for
>this app behavior is too easy to create and not realize.
>
>If the commit was automatic every time you modified a transaction when
>the new state was valid, then I would not leave the tab in an
>uncommitted state, but that is not how it was devised.  I leave because
>it looks fine.  There is no indication of an uncommitted transaction I
>can see.  In terms of human factors, one might go to another tab for
>information to complete a transaction, so we do not want to prevent the
>user leaving a tab with an uncommitted, possibly invalid transaction. 
>Maybe we should color the tab red while in this state?  Or pop up a
>dialog if it persists a bit too long, or if auto save fires on its
>timer?  But the user may have left, trusting in auto save, so I suggest
>an auto commit if valid on auto save.
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[GNC] Issues with Release 5.1

[eliotread]

Dear list,

 

I have been using GNUCash in various forms for 3-4 years. However with the
5.1 release I have some issues:

1.  When uploading transactions, I can select the date, description, but
the "Deposit" option has disappeared from the dropdown selection. The
"requirements" that indicate what dropdowns must be selected, rather than
stating select a column for Deposits, says a column must be selected for
Amount (negated).
2.  If I select the column I would usually use for Deposit to be "Amount
(negated)", which does appear in the dropdown, when I click next to select
the accounts (for transfer or for income/ expense), there are no options to
select the accounts

 

Is this a known issue, or something specific to me?

 

Any help much appreciated!

 

Eliot



-- 
This email has been checked for viruses by Avast antivirus software.
www.avast.com
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[Colin Arndt]

Thank you Bruce. That fixed it and was a lot quicker than changing ~30 
securities to a new provider.

For anyone else on macOS, the location was:
/Library/Perl/5.30/Finance/Quote/YahooJSON.pm 

Best,
Colin

> On May 6, 2023, at 3:19 PM, gnucash-user-requ...@gnucash.org wrote:
> 
> --
> 
> Message: 8
> Date: Sat, 6 May 2023 12:12:12 -0700
> From: Bruce Schuck  >
> To: gnucash-user@gnucash.org 
> Cc: farle...@gmail.com 
> Subject: Re: [GNC] Yahoo JSON - throwing unauthorized error
> Message-ID: <37705e31-b6a2-6faf-3007-83a0e9ce5...@asgard-systems.com 
> >
> Content-Type: text/plain; charset=UTF-8; format=flowed
> 
> Ken,
> 
> I am currently evaluating which of the alternatives is the best 
> replacement. I'm also a little hopeful that in the meantime the 
> functionality of the current URL/API is restored before the time is 
> spent to not only make the changes, but the related housekeeping 
> necessary before pushing an official release to CPAN.
> 
> In the mean time, for those savvy enough to find and edit the 
> YahooJSON.pm file on their system, a quick fix is to change this line:
> 
> my $YIND_URL_HEAD = 
> 'https://query1.finance.yahoo.com/v7/finance/quote?symbols=';
> 
> to:
> 
> my $YIND_URL_HEAD = 
> 'https://query1.finance.yahoo.com/v6/finance/quote?symbols=';
> 
> Be wary that there may be multiple versions of the YahooJSON.pm file and 
> a system, so be certain to modify the correct one.
> 
> - Bruce S.

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Re: [GNC] Yahoo JSON - throwing unauthorized error

[Ken Farley]

Bruce,

It's okay, I'm not an expert with Perl, but have done a lot of 
programming. I used one of the methods proposed to extract the data I 
need and use it. It's not elegant code, but as with all such 
investigations that eventually get solved, it's so satisfying to have 
done it. And I learned a bit more of the language in the process.

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Re: [GNC] Yahoo JSON - throwing unauthorized error

[Bruce Schuck]

Switching all my securities to Alphadvantage was tiresome, as the
gui was no responsive to the keyboard, but I found the source could be found
using page up.  Some display at the security editor main screen or
somewhere would help to see which is running quotes where, how many
currently owned. I have many stocks not currently owned, and so they
should not be quoted.  I got more info out of an strace.  Having the
security editor sort each list might be much nicer, too.   Ditto for the
portfolio report.  Most reports in this world sort left to right, for
some silly reason.


This has been a problem with AlphaVantage since they started throttling 
responses for those using the free API key.



Now it is so slow, and while some work, it locks up on some security.
Maybe it needs a timeout error?  I resolves the host name over and over.
Eventually only perl is running, and then nothing.  It takes a long
time just to get to "Found Finance::Quote version 1.5301." 


Hmm... how did 1.5301 get into a flatpak? The official F::Q releases are 
1.xx with only 2 digits following the major release number. Crap... 
looks like my screw-up. I uploaded 1.5301 instead of 1.53_01, which was 
a pre-release of 1.54. I did the same for 1.5402 today and it's 
currently being deleted. Juggling too many tasks at once. Sorry all.


As stated in another thread pertaining to this issue, find the proper 
YahooJSON.pm file and edit it changing


my $YIND_URL_HEAD = 
'https://query1.finance.yahoo.com/v7/finance/quote?symbols=';


to

my $YIND_URL_HEAD = 
'https://query1.finance.yahoo.com/v6/finance/quote?symbols=';


Quick fix seems to work.

New file with the quick fix uploaded to CPAN - 
https://www.cpan.org/authors/id/B/BP/BPSCHUCK/Finance-Quote-1.54_03.tar.gz.


It can be installed in cpan as BPSCHUCK/Finance-Quote-1.54_03.tar.gz.


- Bruce S.
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[Bruce Schuck]

On Sat, May 6 2023 at 17:45 EDT Michael wrote:


Thanks Bruce.  Worked great calling the v6 version of the API.


In the mean time, for those savvy enough to find and edit the 
YahooJSON.pm file on their system, a quick fix is to change this

line:


my $YIND_URL_HEAD = 
'https://query1.finance.yahoo.com/v7/finance/quote?symbols=';



to:


my $YIND_URL_HEAD = 
'https://query1.finance.yahoo.com/v6/finance/quote?symbols=';



Be wary that there may be multiple versions of the YahooJSON.pm
file and a system, so be certain to modify the correct one.
This quick fix and a few other recent changes to be incorporated in 
v1.55 has been pushed to CPAN.


https://www.cpan.org/modules/by-authors/id/B/BP/BPSCHUCK/Finance-Quote-1.5402.tar.gz

- Bruce S.
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Re: [GNC] Finance Quote problem MacOS High Sierra.

[Bruce Schuck]

On 5/6/23 15:01, John Ralls wrote:


On my mid-2010 MBP running Mac OS X 10.13.6 I get the following from
your script: 



`.cpan/build/Finance::Quote-blah/Examples/stockdump.pl
alphavantage AAPL` works fine. `Examples/currency-lookup.pl EUR GBP`
returns "Urgh. Nothing back" while on my 2013 MacPro running macOS 12
it returns "EUR->GBP = 0.87222" as expected.



Weird, eh?


Not really. Perl's ability to easily change where modules are loaded 
from, great for developers; sometimes creates a mess when modules were 
sometimes installed as root (or using sudo), and in custom or local user 
based paths other times.


The key to testing the examples is to always test from the immediate 
parent directory of ./Examples. Since they all have this line to modify 
the search path for modules.


use lib '../lib';

But as I said, my High Sierra VM was a virgin fresh install. I installed 
F::Q using sudo in MyConfig.pm, then updated Module::Load also with the 
sudo based MyConfig. Fetching data did not work until I updated 
Module::Load. I think the version that came installed on High Sierra was 
.24 or something else quite lower than .36.


- Bruce S.
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[GNC] Shortcuts in Security Editor

[flywire]

https://wiki.gnucash.org/wiki/Keyboard_Shortcuts
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Re: [GNC] Finance Quote problem MacOS High Sierra.

[John Ralls]

Bruce,

On my mid-2010 MBP running Mac OS X 10.13.6 I get the following from your 
script:

Archive::Any::Lite version = 0.11
Array::Diff version = 0.09
AutoLoader version = 5.74
B::COW version = 0.007
B::Keywords version = 1.24
Bundle::NetSNMP version = Not Found
CPAN::DistnameInfo version = 0.12
CPAN::Meta version = 2.150010
CPAN::Meta::Check version = 0.017
CPAN::Meta::Requirements version = 2.140
CPAN::Meta::YAML version = 0.018
Clone version = 0.46
Compress::Raw::Zlib version = 2.204
Config::Tiny version = 2.28
Crypt::RC4 version = 2.02
Data::Binary version = 0.01
Data::Section version = 0.28
Date::Manip version = 6.91
Date::Range version = 1.41
Date::Simple version = 3.03
DateTime version = 1.59
DateTime::Format::Builder version = 0.83
DateTime::Format::ISO8601 version = 0.16
DateTime::Format::Strptime version = 1.79
DateTime::Locale version = 1.37
DateTime::TimeZone version = 2.57
Devel::StackTrace version = 2.04
Devel::Symdump version = 2.18
Devel::Trace version = 0.12
Digest::Perl::MD5 version = 1.9
Encode version = 3.19
Exception::Class version = 1.45
ExtUtils::MakeMaker version = 7.68
ExtUtils::MakeMaker::CPANfile version = 0.09
File::Copy::Recursive version = 0.45
File::Find::Object version = 0.3.7
File::ShareDir version = 1.118
File::ShareDir::Install version = 0.14
File::TreeCreate version = 0.0.1
File::pushd version = 1.016
Finance::Quote version = 1.54
HTML-TableExtract version = Not Found
HTML::Selector::XPath version = 0.26
HTML::TokeParser::Simple version = 3.16
HTML::TreeBuilder::XPath version = 0.14
HTTP::Daemon version = 6.16
HTTP::Message version = 6.44
IO::Socket::IP version = 0.41
IPC::System::Simple version = 1.30
Importer version = 0.026
JSON version = 4.10
JSON::PP version = 4.16
JSON::Parse version = 0.62
LWP version = 6.68
Lingua::EN::Inflect version = 1.905
List::SomeUtils version = 0.59
List::SomeUtils::XS version = 0.58
List::Util version = 1.63
MCE version = 1.884
Module::Build version = 0.4232
Module::Build::Tiny version = 0.039
Module::CPANTS::Analyse version = 1.01
Module::CPANfile version = 1.1004
Module::CoreList version = 5.20230220
Module::Load version = 0.36
Module::Load::Conditional version = 0.74
Module::Metadata version = 1.37
Module::Pluggable version = 5.2
Mozilla::CA version = 20221114
OLE::Storage_Lite version = 0.22
PPI version = 1.276
PPIx::QuoteLike version = 0.023
PPIx::Regexp version = 0.088
PPIx::Utils version = 0.003
Params::ValidationCompiler version = 0.31
Parse::Distname version = 0.05
Path::Tiny version = 0.144
Perl version = 5.18.2
Perl::Critic version = 1.150
Perl::PrereqScanner::NotQuiteLite version = 0.9916
Perl::Tidy version = 20230309
Pod::Coverage version = 0.23
Pod::Spell version = 1.26
Readonly version = 2.05
Regexp::Trie version = 0.02
Role::Tiny version = 2.002004
SelfLoader version = 1.24
Software::License version = 0.104002
Specio version = 0.48
Spiffy version = 0.46
Spreadsheet::ParseExcel version = 0.65
Spreadsheet::XLSX version = 0.17
String::Format version = 1.18
String::Util version = 1.34
Sub::Identify version = 0.14
Sub::Info version = 0.002
Sub::Override version = 0.09
Term::Table version = 0.016
Test2::Plugin::NoWarnings version = 0.09
Test2::Suite version = 0.000148
Test::Base version = 0.89
Test::FailWarnings version = 0.008
Test::File version = 1.993
Test::File::ShareDir version = 1.001002
Test::Harness version = 3.44
Test::Inter version = 1.10
Test::Kwalitee version = 1.28
Test::LeakTrace version = 0.17
Test::More::UTF8 version = 0.05
Test::Needs version = 0.002010
Test::NoWarnings version = 1.06
Test::Perl::Critic version = 1.04
Test::Pod version = 1.52
Test::Pod::Coverage version = 1.10
Test::RequiresInternet version = 0.05
Test::Simple version = 1.302194
Test::UseAllModules version = 0.17
Test::Warnings version = 0.031
Test::Without::Module version = 0.21
Test::YAML version = 1.07
Text::Template version = 1.61
Web::Scraper version = 0.38
XML::XPathEngine version = 0.14
XString version = 0.005
YAML version = 1.30
local::lib version = Not Found
mod_perl2 version = 2.09
namespace::autoclean version = 0.29

`.cpan/build/Finance::Quote-blah/Examples/stockdump.pl alphavantage AAPL` works 
fine. `Examples/currency-lookup.pl EUR GBP` returns "Urgh. Nothing back" while 
on my 2013 MacPro running macOS 12 it returns "EUR->GBP = 0.87222" as expected.

Weird, eh?

Regards,
John Ralls

> On May 6, 2023, at 2:29 PM, Bruce Schuck  wrote:
> 
> John,
> 
> Is this still an issue?
> 
> From my virgin High Sierra Virtual Box system after installing Finance::Quote 
> and updating Load::Module.
> 
> Archive::Any::Lite version=0.11
> Array::Diff version=0.09
> AutoLoader version=5.74
> B::COW version=0.007
> B::Keywords version=1.24
> Bundle::NetSNMP version=Version Not Found.
> CPAN::DistnameInfo version=0.12
> CPAN::Meta version=2.150010
> CPAN::Meta::Check version=0.017
> CPAN::Meta::Requirements version=2.140
> CPAN::Meta::YAML version=0.018
> Clone version=0.46
> Compress::Raw::Zlib version=2.204
> Config::Tiny version=2.28

Re: [GNC] Yahoo JSON - throwing unauthorized error

[Fross, Michael]

Thanks Bruce.  Worked great calling the v6 version of the API.

On Sat, May 6, 2023 at 2:13 PM Bruce Schuck 
wrote:

> Ken,
>
> I am currently evaluating which of the alternatives is the best
> replacement. I'm also a little hopeful that in the meantime the
> functionality of the current URL/API is restored before the time is
> spent to not only make the changes, but the related housekeeping
> necessary before pushing an official release to CPAN.
>
> In the mean time, for those savvy enough to find and edit the
> YahooJSON.pm file on their system, a quick fix is to change this line:
>
> my $YIND_URL_HEAD =
> 'https://query1.finance.yahoo.com/v7/finance/quote?symbols=';
>
> to:
>
> my $YIND_URL_HEAD =
> 'https://query1.finance.yahoo.com/v6/finance/quote?symbols=';
>
> Be wary that there may be multiple versions of the YahooJSON.pm file and
> a system, so be certain to modify the correct one.
>
> - Bruce S.
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Re: [GNC] Finance Quote problem MacOS High Sierra.

[Bruce Schuck]

John,

Is this still an issue?

From my virgin High Sierra Virtual Box system after installing 
Finance::Quote and updating Load::Module.


Archive::Any::Lite version=0.11
Array::Diff version=0.09
AutoLoader version=5.74
B::COW version=0.007
B::Keywords version=1.24
Bundle::NetSNMP version=Version Not Found.
CPAN::DistnameInfo version=0.12
CPAN::Meta version=2.150010
CPAN::Meta::Check version=0.017
CPAN::Meta::Requirements version=2.140
CPAN::Meta::YAML version=0.018
Clone version=0.46
Compress::Raw::Zlib version=2.204
Config::Tiny version=2.28
Crypt::RC4 version=2.02
Cwd version=3.75
Data::Binary version=0.01
Data::Dumper::Perltidy version=0.03
Data::Section version=0.28
Date::Manip version=6.91
Date::Range version=1.41
Date::Simple version=3.03
DateTime version=1.59
DateTime::Format::Builder version=0.83
DateTime::Format::ISO8601 version=0.16
DateTime::Format::Strptime version=1.79
DateTime::Locale version=1.37
DateTime::TimeZone version=2.59
Devel::StackTrace version=2.04
Devel::Symdump version=2.18
Devel::Trace version=0.12
Digest::Perl::MD5 version=1.9
Encode version=3.19
Exception::Class version=1.45
ExtUtils::MakeMaker version=7.68
ExtUtils::MakeMaker::CPANfile version=0.09
File::Copy::Recursive version=0.45
File::Find::Object version=0.3.7
File::ShareDir version=1.118
File::ShareDir::Install version=0.14
File::TreeCreate version=0.0.1
File::pushd version=1.016
Finance::Quote version=1.54
HTML-TableExtract version=Version Not Found.
HTML::Selector::XPath version=0.26
HTML::TokeParser::Simple version=3.16
HTML::TreeBuilder::XPath version=0.14
HTTP::Daemon version=6.16
HTTP::Message version=6.44
IO::Socket::IP version=0.41
IPC::System::Simple version=1.30
Importer version=0.026
JSON version=4.10
JSON::PP version=4.16
LWP version=6.68
Lingua::EN::Inflect version=1.905
List::SomeUtils version=0.59
List::SomeUtils::XS version=0.58
List::Util version=1.63
MCE version=1.884
Module::Build version=0.4232
Module::Build::Tiny version=0.039
Module::CPANTS::Analyse version=1.01
Module::CPANfile version=1.1004
Module::CoreList version=5.20230320
Module::Load version=0.36
Module::Metadata version=1.37
Module::Pluggable version=5.2
Mozilla::CA version=20221114
OLE::Storage_Lite version=0.22
PPI version=1.276
PPIx::QuoteLike version=0.023
PPIx::Regexp version=0.088
PPIx::Utils version=0.003
Params::ValidationCompiler version=0.31
Parse::Distname version=0.05
Path::Tiny version=0.144
Perl version=5.18.2
Perl::Critic version=1.150
Perl::PrereqScanner::NotQuiteLite version=0.9916
Perl::Tidy version=20230309
Pod::Coverage version=0.23
Pod::Spell version=1.26
Readonly version=2.05
Regexp::Trie version=0.02
Role::Tiny version=2.002004
SelfLoader version=1.24
Smart::Comments version=1.06
Software::License version=0.104002
Specio version=0.48
Spiffy version=0.46
Spreadsheet::ParseExcel version=0.65
Spreadsheet::XLSX version=0.17
String::Format version=1.18
String::Util version=1.34
Sub::Identify version=0.14
Sub::Info version=0.002
Sub::Override version=0.09
Term::ReadLine version=1.14
Term::Table version=0.016
Test2::Plugin::NoWarnings version=0.09
Test2::Suite version=0.000150
Test::Base version=0.89
Test::FailWarnings version=0.008
Test::File version=1.993
Test::File::ShareDir version=1.001002
Test::Harness version=3.44
Test::Inter version=1.10
Test::Kwalitee version=1.28
Test::LeakTrace version=0.17
Test::More::UTF8 version=0.05
Test::Needs version=0.002010
Test::NoWarnings version=1.06
Test::Perl::Critic version=1.04
Test::Pod version=1.52
Test::Pod::Coverage version=1.10
Test::RequiresInternet version=0.05
Test::Simple version=1.302194
Test::UseAllModules version=0.17
Test::Warnings version=0.031
Test::Without::Module version=0.21
Test::YAML version=1.07
Text::Template version=1.61
Web::Scraper version=0.38
XML::XPathEngine version=0.14
XString version=0.005
YAML version=1.30
YAML::LibYAML version=0.86
mod_perl2 version=2.09
namespace::autoclean version=0.29

F::Q is returning good data using AlphaVantage.

Output above created using this little Perl script:

# BEGIN #
#!/usr/bin/perl
use strict;
use warnings;
use ExtUtils::Installed; # By default this module will be available in Perl

my $instmod = ExtUtils::Installed->new();
foreach my $module ($instmod->modules()) {
 my $version = $instmod->version($module) || "Version Not Found.";
 print "$module version=$version \n";
}
I#  END  #
- Bruce S.


On 3/25/23 4:11 PM, Bruce Schuck wrote:

Thanks John.

Coincidentally I just managed to install a High Sierra VM under 
VirtualBox on my MacBook w/Catalina.


I'll be taking a look at this soon.

- Bruce S.

On 3/25/23 3:47 PM, John Ralls wrote:

Bruce,

Versions:
Module::Load 0.36
Module::Load::Conditional 0.74
SelfLoader 1.24
AutoLoader 5.74

and for good measure
Perl 5.18.2

I ran perl -d:Trace 
.cpan/build/Finance-Quote-blah-blah/Examples/currency-lookup.pl EUR 
USD and attached the zipped result below. You might see a couple of 
unfamiliar strings, those are from print statements I'd 

Re: [GNC] Yahoo JSON - throwing unauthorized error

[David G. Pickett via gnucash-user]

PS: I give up on Yahoo!
Switching all my securities to Alphadvantage was tiresome, as the gui was no 
responsive to the keyboard, but I found the source could be found using page 
up.  Some display at the security editor main screen or somewhere would help to 
see which is running quotes where, how many currently owned. I have many stocks 
not currently owned, and so they should not be quoted.  I got more info out of 
an strace.  Having the security editor sort each list might be much nicer, too. 
  Ditto for the portfolio report.  Most reports in this world sort left to 
right, for some silly reason.

Now it is so slow, and while some work, it locks up on some security.  Maybe it 
needs a timeout error?  I resolves the host name over and over.  Eventually 
only perl is running, and then nothing.  It takes a long time just to get to 
"Found Finance::Quote version 1.5301."  I ran an strace on the batch quotes, 
found a few stocks still on Yahoo by accident (but yahoo was at least not 
hanging), reran, still running, showing occasional activity, but really slow, 
so slow I was sure it was dead, but no!  I can send the strace if it would 
help!  The yahoo when working ran all my stocks in a few seconds.  OK for 
midnight crontab but for the get quotes button is too slow.
dgp@dgp-p6803w:~$ time trussx flatpak run --command=gnucash-cli 
org.gnucash.GnuCash --quotes get -- /home/dgp/GnuCash/ubuntu-DGPickett.gnucash 
2>tmp/quote.trFound Finance::Quote version 1.5301.
real    6m3.619suser    0m5.033ssys     0m12.509sdgp@dgp-p6803w:~$ time flatpak 
run --command=gnucash-cli org.gnucash.GnuCash --quotes get -- 
/home/dgp/GnuCash/ubuntu-DGPickett.gnucashFound Finance::Quote version 1.5301.  
real    5m15.338suser    0m0.056ssys     0m0.025sdgp@dgp-p6803w:~$ 
I can send the strace, or make an strace, optionally with usec time stamps, if 
desired.  POGSX did not have a 5/5 quote, only 5/4 for some reason!

-Original Message-
From: David G. Pickett 
To: gnucash-user@gnucash.org 
Sent: Sat, May 6, 2023 1:51 pm
Subject: Re: [GNC] Yahoo JSON - throwing unauthorized error

Yeah, it's back.     
   - Is Yahoo aware of their server rejects?  
   - Is there some magic cookie or such we need to be authorized?  Many 
previous fixes proposed, which did not seem to prevent its return!
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[Bruce Schuck]

On 5/6/23 17:51, David G. Pickett wrote:


Yeah, it's back.??

> - Is Yahoo aware of their server rejects???

- Is there some magic cookie or such we need to be authorized??

>   Many previous fixes proposed, which did not seem to prevent
>   its return!

I don't believe the APIs F::Q uses in the YahooJSON.pm module are meant 
for general public use. Yes, they are calls made when finance.yahoo.com 
web pages load, but I'm thinking that Yahoo is trying to use CORs 
filters, cookies, and other mechanisms to limit access.


Who's to say that after spending time to change the module to utilize a 
different URL, it also doesn't start returning errors because Yahoo is 
securing how people can fetch the securities data.


Companies pay big $$ for realtime access to the securities data, and 
with that comes licensing and limitations on how it can be shared, 
resold, etc. That is why you see many companies use API keys, and the 
freely available keys have limited access. Years ago (late 1980s, early 
1990s) I worked for a company that paid for a satellite feed from 
Comstock I believe. It was data for our services provided to a few 
securities and financial services companies. It was my project to write 
the collection and parsing programs on Unix/Linux when we first 
purchased that feed.


- Bruce S.
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[GNC] Shortcuts in Security Editor

[Fred Tydeman]

On Linux, is the file /home//.local/share/gnucash/accelerator-map
the entire set of shortcuts?
Or, is it possible to add others?
I would like one to quickly delete a Security in the Security Editor
(instead of clicking on Remove).
Also, it would be nice if the Highlight line moved to the next Security
(instead of disappearing => have to click on next security) after a
security is removed.
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[Bruce Schuck]

Ken,

I am currently evaluating which of the alternatives is the best 
replacement. I'm also a little hopeful that in the meantime the 
functionality of the current URL/API is restored before the time is 
spent to not only make the changes, but the related housekeeping 
necessary before pushing an official release to CPAN.


In the mean time, for those savvy enough to find and edit the 
YahooJSON.pm file on their system, a quick fix is to change this line:


my $YIND_URL_HEAD = 
'https://query1.finance.yahoo.com/v7/finance/quote?symbols=';


to:

my $YIND_URL_HEAD = 
'https://query1.finance.yahoo.com/v6/finance/quote?symbols=';


Be wary that there may be multiple versions of the YahooJSON.pm file and 
a system, so be certain to modify the correct one.


- Bruce S.
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Re: [GNC] Search and Replace

[Gyle McCollam]

Already did a rfe in bug tracker,  thanks



Sent from Samsung Galaxy smartphone.



 Original message 
From: Vincent Dawans 
Date: 5/6/23 2:56 PM (GMT-05:00)
To: AC 
Cc: gnucash-user@gnucash.org
Subject: Re: [GNC] Search and Replace

I personally think it would be easier to keep track of enhancement requests
via the bug tracking system. https://bugs.gnucash.org/

You can select "enhancement" under the "severity" option when creating a
"bug". Also it helps to start the description with  "RFE:" which stands for
"request for enhancement" to make it easier to search or more obvious this
is not a "bug".

Because enhancements can take years to implement (if ever) due to time and
resource constraints, I feel we lose a lot of valuable feedback in terms of
use case and functionality when it is only discussed in the mailing list.
It doesn't mean it cannot be discussed here to try to get more users to
provide feedback, but then important points or conclusions should be posted
as comments in the bug database so that they can be referred to easily even
years later. I certainly try to do that with my own comments and see others
do as well.

As for the 2 ideas in this thread:
- the undo feature (beyond the cancel). There is already an RFE for this
here https://bugs.gnucash.org/show_bug.cgi?id=509267 so it would be good to
review what's already there and put new ideas, which can be discussed there
or here in the mailing list
- the original search and replace. A quick search doesn't return anything.
There is a somewhat related one but it's not quite the same
https://bugs.gnucash.org/show_bug.cgi?id=680764 So possibly creating a new
RFE there and try to get people to react to it by posting here on the
mailing list?


On Sat, May 6, 2023 at 11:36 AM AC  wrote:

> I'm a bit disappointed that this thread went off in a different
> direction and never addressed actual search and replace.
>
> Is it even on the roadmap or do I still have to resort to butchering the
> XML file?
>
> On 2023-04-29 10:58, Stan Brown wrote:
> >
> >
> > On 2023-04-29 08:32, Gyle McCollam wrote:
> >> On your second point, there’s also  menu option Transaction-> Cancel>
> Transaction to undo any unwanted changes.
> >
> > I was unaware that this existed. The description in the help manual
> > makes it sound just like clicking Delete on an unfinished transaction.
> >
> > By experiment I found that Cancel Transaction doesn't do anything on a
> > transaction that has been committed with the Enter key. Is that the only
> > difference between Cancel and Delete, or are there others?
> >
>
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Re: [GNC] Search and Replace

[Vincent Dawans]

I personally think it would be easier to keep track of enhancement requests
via the bug tracking system. https://bugs.gnucash.org/

You can select "enhancement" under the "severity" option when creating a
"bug". Also it helps to start the description with  "RFE:" which stands for
"request for enhancement" to make it easier to search or more obvious this
is not a "bug".

Because enhancements can take years to implement (if ever) due to time and
resource constraints, I feel we lose a lot of valuable feedback in terms of
use case and functionality when it is only discussed in the mailing list.
It doesn't mean it cannot be discussed here to try to get more users to
provide feedback, but then important points or conclusions should be posted
as comments in the bug database so that they can be referred to easily even
years later. I certainly try to do that with my own comments and see others
do as well.

As for the 2 ideas in this thread:
- the undo feature (beyond the cancel). There is already an RFE for this
here https://bugs.gnucash.org/show_bug.cgi?id=509267 so it would be good to
review what's already there and put new ideas, which can be discussed there
or here in the mailing list
- the original search and replace. A quick search doesn't return anything.
There is a somewhat related one but it's not quite the same
https://bugs.gnucash.org/show_bug.cgi?id=680764 So possibly creating a new
RFE there and try to get people to react to it by posting here on the
mailing list?


On Sat, May 6, 2023 at 11:36 AM AC  wrote:

> I'm a bit disappointed that this thread went off in a different
> direction and never addressed actual search and replace.
>
> Is it even on the roadmap or do I still have to resort to butchering the
> XML file?
>
> On 2023-04-29 10:58, Stan Brown wrote:
> >
> >
> > On 2023-04-29 08:32, Gyle McCollam wrote:
> >> On your second point, there’s also  menu option Transaction-> Cancel>
> Transaction to undo any unwanted changes.
> >
> > I was unaware that this existed. The description in the help manual
> > makes it sound just like clicking Delete on an unfinished transaction.
> >
> > By experiment I found that Cancel Transaction doesn't do anything on a
> > transaction that has been committed with the Enter key. Is that the only
> > difference between Cancel and Delete, or are there others?
> >
>
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Re: [GNC] Search and Replace

[AC]

I'm a bit disappointed that this thread went off in a different 
direction and never addressed actual search and replace.


Is it even on the roadmap or do I still have to resort to butchering the 
XML file?


On 2023-04-29 10:58, Stan Brown wrote:



On 2023-04-29 08:32, Gyle McCollam wrote:

On your second point, there’s also  menu option Transaction-> Cancel> 
Transaction to undo any unwanted changes.


I was unaware that this existed. The description in the help manual
makes it sound just like clicking Delete on an unfinished transaction.

By experiment I found that Cancel Transaction doesn't do anything on a
transaction that has been committed with the Enter key. Is that the only
difference between Cancel and Delete, or are there others?



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Re: [GNC] Auto commit with auto save?

[David G. Pickett via gnucash-user]

"Don't do that!" does not prevent data loss from human error, which for this 
app behavior is too easy to create and not realize.

If the commit was automatic every time you modified a transaction when the new 
state was valid, then I would not leave the tab in an uncommitted state, but 
that is not how it was devised.  I leave because it looks fine.  There is no 
indication of an uncommitted transaction I can see.  In terms of human factors, 
one might go to another tab for information to complete a transaction, so we do 
not want to prevent the user leaving a tab with an uncommitted, possibly 
invalid transaction.  Maybe we should color the tab red while in this state?  
Or pop up a dialog if it persists a bit too long, or if auto save fires on its 
timer?  But the user may have left, trusting in auto save, so I suggest an auto 
commit if valid on auto save.
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[David G. Pickett via gnucash-user]

Yeah, it's back.     
   - Is Yahoo aware of their server rejects?  
   - Is there some magic cookie or such we need to be authorized?  Many 
previous fixes proposed, which did not seem to prevent its return!
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Re: [GNC] Easy way to delete old transactions

[NoobAlice]

In my opinion, you are opening a can of worms, but if you are set on 
this course...


If you have separate tax returns or other documents that let you know 
the income/loss of each entity each year, you may need those to let you 
determine correct starting equity by entity.  You will need to figure 
out what the balances for each account are for each company before you 
get too far in so that you have something to check against.  Going 
forward after this you will need to make any transactions that affect 
multiple entities in multiple sets of books.


I will refer to the entities as "Companies" throughout this.  I am 
probably missing at least one step here, as I can't see your books or 
how you've set them up.


*
SPLIT OUT EXISTING BOOKS WITH HISTORY:
*
You could (first make a backup, and then):
* start with File 0
* copy to File 1
* copy to File 2
* in File 1, delete checking and other accounts related to Companies 2 & 3
* in File 2, delete checking and other accounts related to Company 1
* copy File 2 to File 3
* in File 2, delete checking and other accounts related to Company 3
* in File 3, delete checking and other accounts related to Company 2

When you delete the accounts, choose to delete the transactions, too.


BUT, if you have ANY transactions between companies, you will need to 
first, before anything else, split those transactions into one 
transaction for each company.


You may be able to prepare lists to find these transactions by, for 
example, running a transaction report for Company 1 checking, savings, 
etc. that is filtered by Company 2 checking, savings, etc.


* Create 6 accounts (3 companies x 2 related companies for each)
* COMPANY 1: Due to/from Company 2
* COMPANY 1: Due to/from Company 3
* COMPANY 2: Due to/from Company 1
* COMPANY 2: Due to/from Company 3
* COMPANY 3: Due to/from Company 1
* COMPANY 3: Due to/from Company 2
(or, instead of Due to/from you could use equity accounts, depending on 
entity structure, or perhaps new due to/from you personally as the 
single account for each company.)


* Split out entries manually as follows:
For sample entry "to move cash from Company 1 to Company 2"
Original:
Dr $100 Company 2 Checking
Cr $100 Company 1 Checking

Becomes two entries:
"Company 1 books: to move cash from Company 1 to Company 2"
Dr $100 COMPANY 1: Due to/from Company 2
Cr $100 Company 1 Checking

"Company 2 books: to move cash from Company 1 to Company 2"
Dr $100 Company 2 Checking
Cr $100 COMPANY 2: Due to/from Company 1

When you are done splitting out these entries, your balances for each 
pair of intercompany accounts (or your total of new due to/from you 
personally accounts) should net to zero.



Then you can start the process of copying the books.

There may be other manual entries that I've missed.  You will want to 
allow yourself many hours for this and to work slowly, ready to go back 
and fix things in File 0 and restart the rest of the process.



*
SPLIT OUT BOOKS WITH FRESH START:
*
Or, start three new books as of the beginning of your year with one 
entry each "To split out from combined file" that splits to the opening 
balances for that company.  Copy the chart of accounts from the original 
into each entity file and delete unneeded accounts as you choose.  You 
will still need to figure out opening balances and intercompany accounts.




On 2023-05-06 07:43 AM, Fred Tydeman wrote:

I have been keeping the books for three separate related entities in the
same file.
I have decided it would be better to have each entity in its own file.
So, one idea is to copy the large file 3 times, to three different names.
Then delete the accounts and transactions of 2 entities, keeping the third.
Do that three times so each file ends up with just the data for one entity.
I have around 1915 accounts, so that might be too much work.

I believe I first tried: Export Transactions to CSV (for a subset of
accounts),
then Import Transactions from CSV
but I got lots of errors about missing items (perhaps securities).
(could be I did that wrong).

I am open to suggestions.



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Re: [GNC] Meaning of A/U+C/C in the importer

[Gyle McCollam]

A is for add, meaning a new transaction not already in the file.  U+C is for 
Update & Clear, which means change the description to what is showing vs what 
you have entered and clear the transaction, and the C means to leave the 
transaction as is, but clear or match it to what is already in the file.  To 
see what you already entered check the box at the bottom "Show Matched 
Information".  If all three, A U+C and C are unchecked, it will not import that 
transaction.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email


From: gnucash-user  on 
behalf of and...@lists.savchenko.net 
Sent: Friday, May 5, 2023 4:31 AM
To: gnucash-user@gnucash.org 
Subject: [GNC] Meaning of A/U+C/C in the importer

Hi,

What is the exact meaning of the A, U+C and C columns in the "Generic import 
transaction matcher"?

I have checked user manual and Wiki, however they talk about those without 
providing an unambiguous explanation.


--
With regards,
A
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Re: [GNC] Easy way to delete old transactions

[Michael or Penny Novack]

On 5/6/2023 3:06 AM, Fred Tydeman wrote:

Is there an easy way to delete all transactions in all accounts before a
certain date?


Don't do this!

If what you want is to mimic the old days (fresh books every year -- 
remember they were once PHYSICAL books with a finite number of pages



a) Do a "close the books". Then run a Balance sheet (export and print)

b) Open a new set of books with the same accounts (export the CoA and 
then import that into the new set of books --- if you are doing fresh 
books every year, put the year into the file name so you'll know which 
is which.


c) Enter the starting balances of all the "standing accounts" (type 
asset, liability, and equity) from the Balance Sheet (you exported and 
printed so you have something to work with). You can do this either 
using the wizard or by an initial transaction.


You are now closely mimicking what we used to do in the old days of pen 
and ink on paper.



Michael D Novack

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Re: [GNC] Easy way to delete old transactions

[Fred Tydeman]

I have been keeping the books for three separate related entities in the
same file.
I have decided it would be better to have each entity in its own file.
So, one idea is to copy the large file 3 times, to three different names.
Then delete the accounts and transactions of 2 entities, keeping the third.
Do that three times so each file ends up with just the data for one entity.
I have around 1915 accounts, so that might be too much work.

I believe I first tried: Export Transactions to CSV (for a subset of
accounts),
then Import Transactions from CSV
but I got lots of errors about missing items (perhaps securities).
(could be I did that wrong).

I am open to suggestions.


On Sat, May 6, 2023 at 12:43 PM Glenn Fowler  wrote:

> You can bulk delete but know your records will be off like Gyle mentioned:
>
> https://lists.gnucash.org/pipermail/gnucash-user/2021-December/098934.html
>
>
> On Sat, May 6, 2023, 4:40 AM Gyle McCollam  wrote:
>
>> You can't do that,  it will screw up your records.  The only thing you
>> can do is start a new set of books with the initial balances being the
>> current book's balances.
>>
>>
>>
>> Sent from Samsung Galaxy smartphone.
>>
>>
>>
>>  Original message 
>> From: Fred Tydeman 
>> Date: 5/6/23 3:07 AM (GMT-05:00)
>> To: Gnucash Users 
>> Subject: [GNC] Easy way to delete old transactions
>>
>> Is there an easy way to delete all transactions in all accounts before a
>> certain date?
>> ___
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[Ken Farley]

This message from the list contains links to the development bug reports 
for the Finance:Quote module:


https://lists.gnucash.org/pipermail/gnucash-user/2023-May/106863.html

If you look at those reports, there are alternate queries discussed that 
could provide the data needed. They need to be implemented. If you are 
able to work with Perl you could code your own module to get quotes 
based on the suggestions.


If you do decide to pursue this kind of thing, you'll also need to 
research how to add your module to the list of modules Gnucash will 
provide to you. You basically have to (very carefully) include it in the 
list of modules presented in the Quote.pm module.

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Re: [GNC] Easy way to delete old transactions

[Glenn Fowler]

You can bulk delete but know your records will be off like Gyle mentioned:

https://lists.gnucash.org/pipermail/gnucash-user/2021-December/098934.html


On Sat, May 6, 2023, 4:40 AM Gyle McCollam  wrote:

> You can't do that,  it will screw up your records.  The only thing you can
> do is start a new set of books with the initial balances being the current
> book's balances.
>
>
>
> Sent from Samsung Galaxy smartphone.
>
>
>
>  Original message 
> From: Fred Tydeman 
> Date: 5/6/23 3:07 AM (GMT-05:00)
> To: Gnucash Users 
> Subject: [GNC] Easy way to delete old transactions
>
> Is there an easy way to delete all transactions in all accounts before a
> certain date?
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Re: [GNC] Easy way to delete old transactions

[Gyle McCollam]

You can't do that,  it will screw up your records.  The only thing you can do 
is start a new set of books with the initial balances being the current book's 
balances.



Sent from Samsung Galaxy smartphone.



 Original message 
From: Fred Tydeman 
Date: 5/6/23 3:07 AM (GMT-05:00)
To: Gnucash Users 
Subject: [GNC] Easy way to delete old transactions

Is there an easy way to delete all transactions in all accounts before a
certain date?
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[GNC] Easy way to delete old transactions

[Fred Tydeman]

Is there an easy way to delete all transactions in all accounts before a
certain date?
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Re: [GNC] Trouble Changing Imported Descriptions

[David T. via gnucash-user]

Of course, the specific problem that OP outlined here had to do with what 
happens in GnuCash *after* transactions have been imported, rather than the 
import itself.

David T.​

On May 6, 2023, 04:14, at 04:14, R Losey  wrote:
>It's issues like this that have made me wary of importing transactions;
>doing them manually doesn't take that much longer.
>
>
>On Fri, May 5, 2023 at 2:54 AM David T. via gnucash-user <
>gnucash-user@gnucash.org> wrote:
>
>> I have seen the exact same behavior, and find it more than just an
>> annoyance. This arbitrary reversion to different text strings can
>result in
>> flawed and erroneous data entering your books--including entering
>> transactions into placeholder (i.e., read-only) accounts.
>> ⁣
>> David T.​
>>
>> On May 5, 2023, 03:30, at 03:30, Paul Kroitor 
>wrote:
>> >This is part 2 of a two-part question about imported transactions.
>> >
>> >
>> >
>> >My bank invariably imports transactions in barely readable technical
>> >jargon.
>> >For example, a debit card purchase at Villeneuve & Sons comes into
>the
>> >Aqbanking importer as:
>> >
>> >
>> >
>> >"[PR]L. VILLENEUVE &"
>> >
>> >
>> >
>> >My problem is that it's nearly impossible to correct this
>description
>> >to
>> >"Villeneuve". I can type V, Vi, or even Villeneuve into the
>description
>> >and,
>> >upon pressing enter, it will jump back to the original description
>> >(because,
>> >apparently, that string is in the original version of the field,
>> >despite in
>> >being in a different case). Even typing Villeneuve doesn't
>work.
>> >The
>> >only way it will retain my lower-case version is if I type
>> >Villeneuve, which it will keep (because Villeneuve
>> >followed
>> >two spaces is not in the original).
>> >
>> >
>> >
>> >I understand why Gnucash needs to consider Villeneuve and VILLENEUVE
>as
>> >being the same entry, but not why it can't see that a manual
>override
>> >to
>> >"Villeneuve" should be reverted back to "[PR]L. VILLENEUVE &". There
>> >must be
>> >a way to say I want to enter my own version of the name!
>> >
>> >
>> >
>> >This is driving me crazy!
>> >
>> >___
>> >gnucash-user mailing list
>> >gnucash-user@gnucash.org
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>
>
>-- 
>_
>Richard Losey
>rlo...@gmail.com
>Micah 6:8
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