Set Up Stock Druid?

David T. sunfish62 at yahoo.com
Tue Oct 30 15:24:10 EDT 2007


Good point, and I certainly will do the spec part. I hope to be back soon...

--- Andrew Sackville-West <ajswest at mindspring.com> wrote:

> On Mon, Oct 29, 2007 at 09:12:45PM -0700, David T. wrote:
> > 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...
> 
> I don't think that prevents you from providing a framework of how it
> *should* work... essentially spec'ing the job for later use. Its an
> opportunity for you as a user to determine how the program might
> behave in the future. ;)
> 
> A
> > --- 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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