Re: inconsistent diaply of stock name

[Jack via KMyMoney-devel]

On 2022.09.14 02:20, Thomas Baumgart via KMyMoney-devel wrote:

On Sonntag, 11. September 2022 23:05:42 CEST Jack Ostroff via KMyMoney-devel wrote:

> Somehow I ended up with a stock with one name in the Equities tab of
> the Investment View, but a different name (same symbol and other
> details) in the Securities tab.  In the ledger, all transactions for

> when edited, the name switched to the one from the Securities tab.


is what is (should be) shown:


is denominated in a security. Which one is shown in the symbol column.

The securities tab on the other hand lists the securities used in the

the account.


That may lead to the confusion.

> In addition, while trying to clean this up, at one point, I had the
> entry in the Equities tab showing Stock, but the entry in the
> Securities tab showing Mutual Fund.


be the case and I could not duplicate it with current master.


> be allowed to be different from the Equity from which it ws derived,
> and which is still it's parent.

Currently, there is only a 'logical link' between the account and the

needs to be identical in all times) then we need to force that.


> discussion) be taken from the security accunt and not the parent
> equity, especially if they can differ.


it is not the case we can change it.

> that stock were displayed with the name shown in the Equities tab, but The naming might be misleading (and I am open for improvements) but here The equities tab lists the sub-accounts of the selected investment accounts. So the name in the leftmost column is the name of an account. This account data set. So the leftmost column shows the name of the security and not When a new account with a new security is created, both get the same name. That is weird and might have been caused by a selection bug. It should not > First, I'm not sure any of those details of a Security Account should security through the currency/security-ID the account is denominated in. If we want to have a tighter coupling (say the name of security and account > Second, display details in a ledger should always (my opinion, open for I think that is the case but might be mistaken. If you can tell me where

There seem to be several odd behaviors here, using git master Version 5.1.80-4a321444c. I've attached the sample xml data file.

Jack

1) Create a new xml file with Invest and brokerage accounts wtih $500 starting balance. 2) Try to add a Buy transaction, but Enter remains disabled until I explicitly go to Equities tab of Investments View and do "New investmant...". with XYZ and "New XYZ stock" (minor bug - I believe it used to open the new security wizard at this point) 3) go back to ledger an complete buy transaction, hit Enter, and the Invest acocunt ledger is empty. The brokerage account does show the transaction. (minor bug - has some signal not been triggered to display the new transaction?) 4) quit and restart, and the transaction shows up properly in both ledgers. 5) (I think this step is not necessary, but it's what I did first) Rename the stock by editing in the Equities tab. The entry in the Securities tab shows the changed name 6) Change the stock name in the Securities tab. This does NOT change the name in the Equities tab. 7) The ledgers then both (investment, brokerage) show the security with the name from the Securities tab. However, when you edit the transaction, it now shows the security with the name from the Equities tab. It is this name change on editing which confuses me. I would expect both to use the name from the Equities tab. I find it a bit odd that changing a security's name in the Equities tab (Security account) also changes the name in the Securities tab but not the other way around. I think my preference would be to force them to always be the same, but I consider that a low-priority wishlist item.

StockName.xml
Description: XML document