New Account Dialog

[Chris Good]

> Message: 1
> Date: Wed, 27 Jul 2016 11:25:11 +0500
> From: "David T." <sunfish62 at yahoo.com>
> To: GnuCash-Devel <gnucash-devel at gnucash.org>
> Subject: New Account Dialog
> Message-ID: <A5DC8715-29E5-4BF7-8ACF-C3B283C67EE7 at yahoo.com>
> Content-Type: text/plain; charset=us-ascii
> 
> Hello,
> 
> In recent weeks, there have been a number of threads on the user list in
> which users have had difficulties setting up accounts for equities and
mutual
> funds. These users have not been able to set the Security/Currency to an
> appropriate value because the account type was not correctly set.
> 
> I believe that the New Account dialog contributes to this problem by the
way
> it is set up. The sequence of fields in the dialog does not match the
required
> sequence of input; the user must correctly set the Account Type field
> (located at the bottom of the dialog) *BEFORE* they can correctly set the
> Security/currency field.
> 
> Not only is this sequence confusing to new users, it is an annoyance for
> experienced users as well, since the user must manually relocate to the
type
> field, set the type, and then manually relocate back to the currency field
to
> set it. This quickly gets burdensome.
> 
> At the very least, I would suggest that it would be much clearer and
easier to
> all users to have the Account Type field placed immediately after the
> Description field, and that it be changed to a drop down list. This would
make
> it clearer to new users and more efficient for others, without entailing a
great
> deal of change to the program.
> 
> I can add a bug to bugzilla if it seems that this would be useful.
> 
> David
> ------------------------------
> Message: 2
> Date: Wed, 27 Jul 2016 05:12:24 -0700 (PDT)
> From: david.carlson.417 at gmail.com  <david.carlson.417 at gmail.com>
> To: gnucash-devel at gnucash.org
> Subject: Re: New Account Dialog
> Message-ID: <000f425b.622dff6752aa1a4f at gmail.com>
> Content-Type: text/plain;	charset="utf-8"
> 
>     Related to this issue, I think that it is not very clear that there
are accounts,
> currencies and commodities (or securities) in the data and that investment
> accounts require a unioue combination of all three items.
> There can be (in fact must be )many security accounts for the same
security if
> they are under different broker accounts or in different currencies.
> Then the price table defines the relationship over time of these items. ?
> Please excuse the sloppy editing. ?I am doing this on a tablet.
> 
> David C
> Sent from my LG G Pad 7.0 LTE, an AT&T 4G LTE tablet
> ------------------------------
> Message: 3
> Date: Wed, 27 Jul 2016 06:35:04 -0700
> From: John Ralls <jralls at ceridwen.us>
> To: david.carlson.417 at gmail.com
> Cc: gnucash-devel at gnucash.org
> Subject: Re: New Account Dialog
> Message-ID: <D23B4BBC-EC8C-4D03-8870-0DD847D5DD5E at ceridwen.us>
> Content-Type: text/plain; charset=us-ascii
> 
> > On Jul 27, 2016, at 5:12 AM, david.carlson.417 at gmail.com wrote:
> David,
> 
> I think that that's quite well explained in Chapter 8 of the guide, and
the new
> user's problems are largely down to not reading the documentation before
> diving in.
> 
> I agree with to your proposed change to the UI for 2.8, and it should be
as
> you say fairly simple, probably only a Glade change with no code. Please
do
> file a bug so that we remember to do it.
> 
> Regards,
> John Ralls

Hi David T, David C & John,

I started working yesterday on improving the guide documentation for this,
just to be clearer that you need to select the account type before trying to
select the security. I spent a couple of hours looking for an appropriate
bug, which I thought already existed, but only found

https://bugzilla.gnome.org/show_bug.cgi?id=115461  - Stock Account should
not allow Currency Comodities

I think I will continue to update the documentation, even though hopefully
somebody will fix this soon, as I guess the fix won't be live until 2.8.

David C,

I'm not sure what you mean by:

> Related to this issue, I think that it is not very clear that there are
accounts,
> currencies and commodities (or securities) in the data and that investment
> accounts require a unique combination of all three items.

If you could elucidate I'll try to include in my documentation change?

John,

Is there an email list of people who get mail whenever a new bug is raised?
If so, can I get on that list please?

Regards,
Chris Good

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