head 1.3; access; symbols pkgsrc-2023Q4:1.3.0.6 pkgsrc-2023Q4-base:1.3 pkgsrc-2023Q3:1.3.0.4 pkgsrc-2023Q3-base:1.3 pkgsrc-2023Q2:1.3.0.2 pkgsrc-2023Q2-base:1.3 pkgsrc-2023Q1:1.2.0.12 pkgsrc-2023Q1-base:1.2 pkgsrc-2022Q4:1.2.0.10 pkgsrc-2022Q4-base:1.2 pkgsrc-2022Q3:1.2.0.8 pkgsrc-2022Q3-base:1.2 pkgsrc-2022Q2:1.2.0.6 pkgsrc-2022Q2-base:1.2 pkgsrc-2022Q1:1.2.0.4 pkgsrc-2022Q1-base:1.2 pkgsrc-2021Q4:1.2.0.2 pkgsrc-2021Q4-base:1.2 pkgsrc-2021Q3:1.1.0.28 pkgsrc-2021Q3-base:1.1 pkgsrc-2021Q2:1.1.0.26 pkgsrc-2021Q2-base:1.1 pkgsrc-2021Q1:1.1.0.24 pkgsrc-2021Q1-base:1.1 pkgsrc-2020Q4:1.1.0.22 pkgsrc-2020Q4-base:1.1 pkgsrc-2020Q3:1.1.0.20 pkgsrc-2020Q3-base:1.1 pkgsrc-2020Q2:1.1.0.18 pkgsrc-2020Q2-base:1.1 pkgsrc-2020Q1:1.1.0.14 pkgsrc-2020Q1-base:1.1 pkgsrc-2019Q4:1.1.0.16 pkgsrc-2019Q4-base:1.1 pkgsrc-2019Q3:1.1.0.12 pkgsrc-2019Q3-base:1.1 pkgsrc-2019Q2:1.1.0.10 pkgsrc-2019Q2-base:1.1 pkgsrc-2019Q1:1.1.0.8 pkgsrc-2019Q1-base:1.1 pkgsrc-2018Q4:1.1.0.6 pkgsrc-2018Q4-base:1.1 pkgsrc-2018Q3:1.1.0.4 pkgsrc-2018Q3-base:1.1 pkgsrc-2018Q2:1.1.0.2 pkgsrc-2018Q2-base:1.1; locks; strict; comment @# @; 1.3 date 2023.03.29.12.03.28; author wiz; state Exp; branches; next 1.2; commitid 29XAEeJz5hdyX0jE; 1.2 date 2021.10.01.08.54.57; author wiz; state Exp; branches; next 1.1; commitid aJ5iiRs0FoHBp5bD; 1.1 date 2018.04.09.08.47.54; author wiz; state Exp; branches; next ; commitid VwjP5QzPAyteeKxA; desc @@ 1.3 log @gnucash: update to 5.0. New Features A new Stock Transaction Assistant to guide you through entering most investment transactions for stocks, bonds, and mutual funds. You can access it from Actions>Stock Assistant when the focus tab is the Accounts page or a Stock or Fund account register. A new Investment Lots report showing a graph of capital gains and losses in a period by investment lot. Note that if you don't use the View Lots dialog to manage capital gains and losses this report won't have anything to show you. Use Reports>Assets & Liabilities>Investment Lots to see the report. The Online Quotes facility has been completely rewritten and the old gnc-fq-check, gnc-fq-dump, and gnc-fq-helper programs have been replaced with finance-quote-wrapper. The functions performed by those programs may now be accomplished by passing commands to gnucash-cli -Q, see gnucash-cli --help for specifics. The perl module requirements have changed with the rewrite: The new version doesn't need Date::Manip but needs JSON::Parse instead. gnc-fq-update has been, er, updated to reflect that. A new tab on the New/Edit Account dialog called More Properties includes entries to set a high and low limit on an account. That's coupled to a new column that's available on the Accounts Page, Balance Limit. If you set a high or low limit and the account balance falls above or below the respective limit an indicator will be shown in the Balance Limit column. The description field quickfill in the register now displays a drop-down list of possible completions instead of just one inline completion. File import menu items for the MT940, MT942, and DTAUS formats is replaced with a single Import from AQBanking that supports importing any file format supported by AQBanking, including the frequently requested CAMT. (Note that some CAMT profiles are under the XML format.) The import matcher now permits editing descriptions, notes, and memo fields in the matcher window before creating the transactions. Right-click and select from the context menu. The report generated by the Print Invoice button on the Edit Invoice tab can now be configured as a book option at the bottom of the Business tab; this permits selecting a saved configuration of one of the standard invoice reports. Another option enables a delay, during which a dialog box will appear enabling the user to select a different report. Note: When saving a configuration make sure that the invoice number is not set or you'll get that particular invoice instead of the one that you pressed the button for. Report and Book Options This major change will affect everyone who has written custom reports in Guile Scheme. The report and book options code has been completely rewritten in C++ with SWIG providing Guile Scheme access for reports. The new design requires directly registering options with for example gnc-optiondb-register-string-option instead of calling gnc:make-string-option to create an option followed by gnc:register-option to insert it in the report's options. Value access is also changed: Instead of retrieving an option and then querying or setting its value with gnc:option-value one will query the optiondb with gnc-option-value, the arguments to which are the optiondb, the section, and the option name. Supporting the new options backend the options dialog code in gnc-dialog-options, gnc-business-options, and the new gnc-option-gtk-ui have also been rewritten in C++. Online Price Retrieval As noted under New Features the interface to Finance::Quote has been completely rewritten in C++ with much of the behavior previously coded in external perl scripts moved into GnuCash proper. This permits much better access to Finance::Quotes's facilities and in particular should provide much richer error reporting. Stability Improvements There are hundreds of small changes to prevent memory leaks, reduce unnecessary memory allocations, and fix compiler and static analyzer warnings. Use of deprecated API in C/C++ is now an error (with 3 exceptions), including for the minimum required version of GLib and Gtk. Extensive changes to the CSV importer, resolving most known bugs. Remove all unused variables and made an unused variable a compile error. Move all extern "C" declarations into the respective header files and remove extern "C" wrappers around #include statements. Separate the scheme financial functions into a separate module so that all other scheme code can be banished from libgnucash to bindings. Modernization The menus and toolbars now use the GAction and GActionGroup actuation functions, replacing the deprecated GtkAction and GtkActionGroup APIs. The experimental Register2 implementation is removed, as is the never-used Jalali calendar code and partly-written option code for creating a book currency. @ text @@@comment $NetBSD: PLIST.ofx,v 1.2 2021/10/01 08:54:57 wiz Exp $ lib/gnucash/libgncmod-ofx.so share/glib-2.0/schemas/org.gnucash.GnuCash.dialogs.import.ofx.gschema.xml @ 1.2 log @gnucash: update to 4.8. 4.8 - 28 September 2021 The ninth release of the 4.x stable series. This is a snap release to fix a crasher bug on Linux. The only changes are [gsettings] Avoid crash from settings schema not being registered. Rethink how gsettings migration file is constructed GSettings hotfix - resolve crash due to bad schema reference 4.7 - 26 September 2021 The eighth release of the 4.x stable series. Compatibility Notice In order to allow flatpak users to share preferences with installations outside of the sandbox we need to change the preference path from /org/gnucash to /org/gnucash/GnuCash. This release of GnuCash does that and it will automatically migrate existing preferences. It does not, however, continue to write preferences to the old path and it runs the migration only once. If you go back and forth between GnuCash 4.7 and an older versions you'll have two sets of preferences, one for GnuCash 4.7 and later and another for GnuCash 4.6 and earlier. This includes the file history list and last-opened file. Between 4.6 and 4.7, the following bugfixes were accomplished: Bug 87847 - RFE: Create a 'checkbox' cell type Bug 766052 - Job report payments wrong when payment contains splits Bug 797596 - New-owner - improved representation of payments with multiple non-APAR splits Bug 798142 - Tax rate appears as a fraction Bug 798180 - Update to macOS Big Sur 11.3 breaks Finance Quote Bug 798205 - Some transactions dropped with no apparent cause or warnings for credit card ofx import Do not exclude from import a transaction that has an FITID which matches an already existing split. This is because it (1) may be a coincidence and therefore the transaction needs to be added or (2) could be on a transfer from the account being imported to another bank account which has already been imported, and so needs to be matched, not added. Bug 798208 - management fee transactions are ignored on OFX import Bug 798211 - Equity statement double calculates unrealized gain Bug 798219 - apply/OK truncates exchange rates from 4 to 2 decimal places; enter doesn't Bug 798221 - Transfer funds between accounts with different currencies crashes Gnucash on macOS Bug 798224 - Scheduled transactions are created with date-entered copied from the template transaction. Bug 798229 - GncDate::c_formats is being created and destroyed twice resulting in a double free crash on every exit. Bug 798234 - Cut Transaction discards the reference to the description/memo strings so that Paste Transaction will paste uninitialised data (or other strings) Bug 798235 - Reconciliation Ending Balance not recalculated the 2nd and subsequent times Statement Date is updated. Bug 798237 - Logging during XML file loading degrades performance significantly Bug 798238 - "New security" dialog doesn't save the "Display symbol" Bug 798250 - Gnucash permanent hang on save while loading report Bug 798256 - Crash in recnFinishCB Bug 798298 - Re-imported transactions no longer ignored Bug 798303 - account list is sorted wrong by amount Bug 798312 - Opening the help for dialogues in the wrong language. The following fixes and improvements were not associated with bug reports: Lots of memory-leaks plugged Change the preferences path to org.gnucash.GnuCash to comply with flatpak requirements and migrate existing preferences to the new paths. This won't provide for automatic sync between a system-installed GnuCash and a flatpak one unless the system-installed one is GnuCash 4.7 or later. Please see the Wiki for more information and a procedure to convert your existing preferences. Cleanup - minimal glib=2.56.1 - drop all conditionals on older versions Add code to handle ofx files that include transfers between accounts During transaction import, ignore splits whose account is not the destination account Do not drop a potential match just because it has an online_id. Now that we don't exclude from import a transaction with an FITID that matches an already existing transaction, if one accidentally re-imports a transaction, this allows it to be automatically matched against the previously imported transaction. Add test for Transaction GetDate() in python bindings, pursuant to Bug 798284. In find customer dialog, add a column for "Shipping Contact" parameter Prep early splash screen messages for translation Change text for SX preference option 'Review created transactions' to better align with existing SX text. Fixed an XML backend problem where trying to open a locked file would clear the lock even if one didn't ask to, so the next attempt would find the file unlocked even if still open in another instance. Fix 2 crashes in Generic Transaction Matcher Handle very large denominators from Finance::Quote's OpenExchange source Update file extension in man pages per mailing list post. Changed some option names: * From "Show Accounts until level" to "Levels of Subaccounts" * From "Extra notes" to "Extra Notes" * From "Report title" to "Report Title" * From "Invoice number" to "Invoice Number" to ensure it matches all other invoice reports. Fix missing mnemonic keys after changes to GNCAmountEdit With the changes to GNCAmountEdit, the way the mnemonic keys are associated to the entry widget of the GNCAmountEdit needs to change so have created a function gnc_amount_edit_make_mnemeonic_target which does the same as GNCDateEdit. Fix rounding in Stock Split Assistant to correct earlier commit that rounded the share price to that of the currency. [Portfolio Reports] Allow share digits to 9 decimal places to match the maximum commodity fraction. Deprecations Date options with a time of day setting. Removing the only use, an example in hello-world.scm. GnuCash doesn't use this value in any of its own report options and the feature will be removed in GnuCash 5. Related to bug 798297 Pref "Use 24-hour clock" obsolete?. gnc:owner-report-create @ text @d1 1 a1 1 @@comment $NetBSD: PLIST.ofx,v 1.1 2018/04/09 08:47:54 wiz Exp $ a3 1 share/gnucash/ui/gnc-plugin-ofx-ui.xml @ 1.1 log @gnucash: add some missing PLISTs for 3.0 @ text @d1 1 a1 1 @@comment $NetBSD$ d3 1 a3 1 share/glib-2.0/schemas/org.gnucash.dialogs.import.ofx.gschema.xml @