Difference between revisions of "Enhancement Requests"

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   <p>Here is a (wish) list of suggested enhancements so far:</p>
+
Because the Issue Tracker was too daunting for almost everyone, and this wiki is too hard to maintain, this topic has been moved to
 +
[https://www.PalOMoney.com/forum/list.php?5 PalOMoney Feature Requests Forum]. You can post messages and requests there after registering and logging in.
 +
The support system will remain open for developers, who are urged to use it regularly.
 +
 
 +
= Historical Page =
 +
 
 +
These issues have been moved to the Support, Bug and Issue Tracker, and Project system.
 +
* See [[PalOMoney Development]]
 +
* See [http://www.PalOMoney.com/support/ PalOMoney Development Project]
 +
 
 +
Because the Issue Tracker may be (or is) too daunting for most people, you can also post requests and comments to the Feature Requests [https://www.PalOMoney.com/forum/ PalOMoney Forum].
 +
 
 +
== 2012 Enhancement Requests ==
 +
   <p>These are the requests before the institution of the [http://www.PalOMoney.com/support/ PalOMoney Development Project]. Most of these are still open. This list will be updated as these items have been resolved, but new requests will not be added.</p>
 +
  <p>(2012:) Here is a (wish) list of suggested enhancements so far:</p>
 
     <table border="1" width="100%" style="font-size: 10pt; font-family: Arial">
 
     <table border="1" width="100%" style="font-size: 10pt; font-family: Arial">
 
       <tr>
 
       <tr>
Line 8: Line 22:
 
       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Export to ...</td>
+
         <td width="23%">[[Export to ...]]</td>
 
         <td width="12%">low</td>
 
         <td width="12%">low</td>
 
         <td width="12%">medium but tedious</td>
 
         <td width="12%">medium but tedious</td>
Line 14: Line 28:
 
       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Additional Quote Source modules</td>
+
         <td width="23%">[[Additional Quote Source modules]]</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">easy</td>
 
         <td width="12%">easy</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Banking &amp; Credit Card OFX updating</td>
+
         <td width="23%">[[Update Other Security Data]]</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
         <td width="12%">easy</td>
+
         <td width="12%">medium</td>
         <td width="69%">Replacement for existing python based ofx/qfx interfaces.</td>
+
         <td width="69%">Update the other security info, e.g., bid, ask, high, low, P/E, Market Cap, etc. rating. Also update the "Last Updated" control on the portfolio manager.</td>
 
       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Screen Scraper interface</td>
+
         <td width="23%">[[Screen Scraper Interface]]</td>
 
         <td width="12%">very low</td>
 
         <td width="12%">very low</td>
 
         <td width="12%">difficult</td>
 
         <td width="12%">difficult</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Reinstitution of Watch Lists</td>
+
         <td width="23%">[[Re-institute of Watch Lists]]</td>
 
         <td width="12%">low</td>
 
         <td width="12%">low</td>
 
         <td width="12%">unknown</td>
 
         <td width="12%">unknown</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Implementation of Portfolio Views</td>
+
         <td width="23%">[[Portfolio Views]]</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Portfolio View Grouping</td>
+
         <td width="23%">[[Portfolio View Grouping]]</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Auto Quote Schedules</td>
+
         <td width="23%">[[Auto Quote Schedules]]</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Pop-up Charts</td>
+
         <td width="23%">[[Pop-up Charts]]</td>
 
         <td width="12%">low</td>
 
         <td width="12%">low</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Investment Alerts</td>
+
         <td width="23%">[[Investment Alerts]]</td>
 
         <td width="12%">low</td>
 
         <td width="12%">low</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Account Transaction Alerts</td>
+
         <td width="23%">[[Account Transaction Alerts]]</td>
 
         <td width="12%">low</td>
 
         <td width="12%">low</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
         <td width="69%">Watch over your bank and credit card accounts via instant messaging, or a scrollable list of transactions. This would be helpful to spot fraudulent use of your accounts. This would be a major reason to include bank and credit card account
+
         <td width="69%">Watch over your bank and credit card accounts via instant messaging, or a scrollable list of transactions. This would be helpful to spot fraudulent use of your accounts. This would be a major reason to include bank and credit card account views.</td>
        views.</td>
 
 
       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Watch Lists out of Money</td>
+
         <td width="23%">[[Watch Lists out of Money]]</td>
 
         <td width="12%">low</td>
 
         <td width="12%">low</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Log File Manager</td>
+
         <td width="23%">[[Log File Manager]]</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">medium</td>
 
         <td width="12%">easy</td>
 
         <td width="12%">easy</td>
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       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Update Summary</td>
+
         <td width="23%">[[Update Summary]]</td>
 
         <td width="12%">low</td>
 
         <td width="12%">low</td>
 
         <td width="12%">easy</td>
 
         <td width="12%">easy</td>
         <td width="69%">Display a summary of the last quote updates. See Log
+
         <td width="69%">Display a summary of the last quote updates. See [[Log File Manager]].</td>
          File Manager.</td>
 
 
       </tr>
 
       </tr>
 
       <tr>
 
       <tr>
         <td width="23%">Adjust Security List Color Scheme</td>
+
         <td width="23%">[[Adjust Security List Color Scheme]]</td>
 
         <td width="12%">low</td>
 
         <td width="12%">low</td>
 
         <td width="12%">easy</td>
 
         <td width="12%">easy</td>
 
         <td width="69%">Add an option to standardize and customize the list row colors, instead of the current non-standard alternating 3 color scheme.</td>
 
         <td width="69%">Add an option to standardize and customize the list row colors, instead of the current non-standard alternating 3 color scheme.</td>
 +
      </tr>
 +
      <tr>
 +
        <td width="23%">[[Replacement Quote Server]]</td>
 +
        <td width="12%">low</td>
 +
        <td width="12%">major</td>
 +
        <td width="69%">Replace the retired Microsoft quote server with a compatible service. Also, replace or do something about the retired activation servers so Money 2008 and prior versions can be installed on new computers.</td>
 +
      </tr>
 +
      <tr>
 +
        <td width="23%">[[Substitute the MS Money Database]]</td>
 +
        <td width="12%">low</td>
 +
        <td width="12%">major</td>
 +
        <td width="69%">Migrate the closed MS Money (Jet 3.5) Database to a choice of open databases for increased performance, increased opportunity for community development of add-ons and accessories, and as a hedge against obsolescence.</td>
 +
      </tr>
 +
    </table>
 +
 +
== Implemented in 1.0.5 ==
 +
 +
    <table border="1" width="100%" style="font-size: 10pt; font-family: Arial">
 +
      <tr>
 +
        <td width="23%">[[Banking &amp; Credit Card OFX updating]]</td>
 +
        <td width="12%">medium</td>
 +
        <td width="12%">easy</td>
 +
        <td width="69%">Replacement for existing python based ofx/qfx interfaces.</td>
 +
      </tr>
 +
    </table>
 +
 +
== Implemented in 1.0.3 ==
 +
    <table border="1" width="100%" style="font-size: 10pt; font-family: Arial">
 +
      <tr>
 +
        <td width="23%">Fix Broken Quote Source Interface</td>
 +
        <td width="12%">Fixed 1.0.3 (was high)</td>
 +
        <td width="12%">medium</td>
 +
        <td width="69%">Fix the broken interface to external modules. And what happened to the Specify Output File control?</td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
    <p>Please send to &quot;dev&quot; (development) your wish list to (make a
 
    valid email address on) palomoney.com.</p>
 

Latest revision as of 16:20, 3 May 2013

Because the Issue Tracker was too daunting for almost everyone, and this wiki is too hard to maintain, this topic has been moved to PalOMoney Feature Requests Forum. You can post messages and requests there after registering and logging in. The support system will remain open for developers, who are urged to use it regularly.

Historical Page

These issues have been moved to the Support, Bug and Issue Tracker, and Project system.

Because the Issue Tracker may be (or is) too daunting for most people, you can also post requests and comments to the Feature Requests PalOMoney Forum.

2012 Enhancement Requests

These are the requests before the institution of the PalOMoney Development Project. Most of these are still open. This list will be updated as these items have been resolved, but new requests will not be added.

(2012:) Here is a (wish) list of suggested enhancements so far:

Title Priority Difficulty Description
Export to ... low medium but tedious A method to export the entire Money database to any number of formats, e.g., OFX, CSV, Microsoft Jet, Sql Server, MySql., etc.
Additional Quote Source modules medium easy Interface to additional data streams, paid and public.
Update Other Security Data medium medium Update the other security info, e.g., bid, ask, high, low, P/E, Market Cap, etc. rating. Also update the "Last Updated" control on the portfolio manager.
Screen Scraper Interface very low difficult Possibly justified for Banks who offer only onerous ofx service terms, such as $9.95/month for ofx access. (Suggestion: call your bank try to get ofx access for free, or take your business elsewhere.)
Re-institute of Watch Lists low unknown Support Money Watch List accounts.
Portfolio Views medium medium Support additional views other than "Quote Status."
Portfolio View Grouping medium medium Grouping by account, security type, etc.
Auto Quote Schedules medium medium Implement the auto-update mechanisms. This would include some sort of quote meter to support managing paid accounts or network load. Frankly, we are worried about abusing or overloading public quote source data.
Pop-up Charts low medium A chart that displays your investments, etc. during a time period.
Investment Alerts low medium Reinstate Money's alerts or implement independent alerts. If you need alerts, perhaps you should use a real trading platform.
Account Transaction Alerts low medium Watch over your bank and credit card accounts via instant messaging, or a scrollable list of transactions. This would be helpful to spot fraudulent use of your accounts. This would be a major reason to include bank and credit card account views.
Watch Lists out of Money low medium Keep track of stocks outside of Money.
Log File Manager medium easy With all the log (and output) files generated by updates, some way to manage them would be helpful.
Update Summary low easy Display a summary of the last quote updates. See Log File Manager.
Adjust Security List Color Scheme low easy Add an option to standardize and customize the list row colors, instead of the current non-standard alternating 3 color scheme.
Replacement Quote Server low major Replace the retired Microsoft quote server with a compatible service. Also, replace or do something about the retired activation servers so Money 2008 and prior versions can be installed on new computers.
Substitute the MS Money Database low major Migrate the closed MS Money (Jet 3.5) Database to a choice of open databases for increased performance, increased opportunity for community development of add-ons and accessories, and as a hedge against obsolescence.

Implemented in 1.0.5

Banking & Credit Card OFX updating medium easy Replacement for existing python based ofx/qfx interfaces.

Implemented in 1.0.3

Fix Broken Quote Source Interface Fixed 1.0.3 (was high) medium Fix the broken interface to external modules. And what happened to the Specify Output File control?