Set Up Stock Druid?
David T.
sunfish62 at yahoo.com
Tue Oct 30 00:12:45 EDT 2007
I meant to get back on this. I will look at the file you mentioned. Keeping in
mind that I have zero experience writing C code, it may be a while before you
hear from me on this, alas...
David
--- Josh Sled <jsled at asynchronous.org> wrote:
> "David T." <sunfish62 at yahoo.com> writes:
> > I have been working with my stock portfolio just now (GC2.0.5 from Fink on
> an
> > IntelMac 10.4.10), and I think it would be nice if there were some sort of
> "Add
> > a Stock to My Portfolio" druid. What I am envisioning is some form that
> > collects basic information (Stock Name, Ticker Symbol, price, shares
> bought,
> > date bought, commission, etc.) and then sets up the necessary accounts and
> > related stuff. I found the process of adding a new stock to be very
> > daunting--even with the tutorial. And then, once I "owned" the stocks in
> > GnuCash, I had to remember to create the appropriate Income account (which
> I
> > forgot until I was in the middle of entering a dividend transaction...) and
> be
> > sure the Security is entered into the Get Prices part of things. It would
> also
> > be nice if GnuCash could take a ticker symbol and supply the rest of the
> info
> > (Company Name, Exchange, etc.).
> >
> > I understand that my needs are probably not the same as anyone else's, but
> I
> > wondered how/whether I could go about making my own such druid, which I
> might
> > then share back to the community if I actually got it to work.
>
> Awesome.
>
> I'd encourage you to spec out the process of the druid and its effects:
>
> - what is the paginated sequence of operations?
>
> - what might easily vary from your scenario, without going overboard on
> generalization?
>
> - what data is required to be solicited/computed before subsequent stages?
>
> - one way to think of this is as a spreadsheet: there are input cells and
> derived/formula cells.
>
> - at the end of all the druid processing, what's the sequence of
> operations that will be done to mutate the books?
>
> - note that it should be the case that a druid cancelled on the last page
> has not mutated the state of the data... that might necessitate you
> saving some work from the middle of the operations sequence until to end
> to actually apply it.
>
> - what are the possible error scenarios?
>
> - can they be prevented?
>
> - how will they be handled?
>
> Ideally, we would have a UI-netural model of the process, with the actual
> Druid code just hooking up the UI to the model. But if we just had a single
> src/gnome/druid-add-stock.[ch], where its gnc_add_stock_druid_finish(...)
> function directly called all the engine API to do the work, that'd be fine.
>
> I'd suggest taking a look at src/gnome/druid-stock-split.c [1] to get a sense
> of how things would be structured and whatnot.
>
> Once you want to begin actually writing the code, the zeroth step is to get
> the sources built. See <http://wiki.gnucash.org/wiki/Building>.
>
> Some of us are available at <irc://irc.gnome.org/gnucash>, and we're happy to
> help (time permitting, of course :).
>
> If the conversation advances much, we should probably move to -devel.
>
> [1]
>
http://svn.gnucash.org/trac/browser/gnucash/trunk/src/gnome/druid-stock-split.c
>
> --
> ...jsled
> http://asynchronous.org/ - a=jsled; b=asynchronous.org; echo ${a}@${b}
>
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