PalOMoney Release Notes

Version Information

For version information, see Current Version.

1.0.4

Version 1.0.3 was pretty rough, wasn't it? Announcing 1.0.4, available now.

• The Ext Update Now and Ext Add History right click menu commands have been implemented. The commands have been renamed to indicate that they work only with external quote sources. Internal sources launch MoneyPal directly, but MoneyPal currently does not support an interface to specify which symbols to update -- it updates all securities with a ticker and the update method set to "Online." These commands also work with a selection of securities.

• The Experimental Update Tax Table dialog and database interface has been implemented in debug versions. This dialog edits all the tax table records stored in Money, and can create new records for further tax years. This feature needs to be tested to make sure that an updated tax table actually works in Money. Please test and report. The forum topic is split between the Enhancement Requests and Testers forum. Actual experiences should go into the Tester's forum. Use the Enhancement forum to wish for changes to the software.

• The Toggle Online Quotes right mouse click context in the Portfolio View list window now actually toggles the Online Quotes field for each security between Online and Manual. Previously, the function didn't do anything. The command curently works only with a single security, any selection is ignored.

• Certain other unimplemented menu items now display the "The feature you selected is not available in this version." dialog instead of just doing nothing with no feedback (a UI no-no).

1.0.3-c

Version 1.0.3-c was a MoneyPal.exe only zip file download that fixed a bug that failed to open a Money file on certain computers.

1.0.3-b

Version 1.0.3-b continued to deal with drop dead issues discovered by testers. This version was distributed separately for a limited time in PalOMoney_exe_1_0_3_b_x86d.zip.

• A bug that interfered with internal and external quote sources when using long path names containing spaces has been fixed for all internal quote sources. This bug also affected external quote sources, since they use internal sources for import.
  • It turns out that the command interpreter strips initial quotes from its command line. If the executable quote source method is in a path that requires quoting, it is difficult or impossible to use the command interpreter to run the method when launched from another process. This affected MoneyPal in the C:\Program Files\PalOMoney.inc\PalOMoney folder when used with a Money file that also required quotes. This scenario was not adequately tested before release, and the testers had to suffer through this confusing issue.
  • This is not an issue with paths like c:\python27\python.exe, but other interpreters, exes, or batch files that may reside in C:\Program Files\... or My Documents, etc will be affected. Accordingly, external quote sources currently are restricted to paths that do not require quoting. Because the only executable that really requires the command interpreter is a .bat batch or .cmd command file, a future enhancement will deal with this in a more intelligent manner.
• Additional message dialogs have been added to indicate problems launching the internal and external quote source methods. Previously, under some circumstances, the methods would too quickly flash by making it impossible to tell what was going wrong.
• The File Open Error (aka Password) dialog has been expanded display longer path names. The error code now displays to the right of the Password control. Recognized error codes are: 800a1406.
  • Other codes most likely represent other kinds of errors. Try the password anyway, and see if it opens the file. If so, edit this paragraph and add the code. In a future release, the password dialog will appear only in response to the recognized error codes on this list.

• A bug that erased newly-created default quote source entries when opening a Money file for the first time has been fixed.

• For security reasons, the clear text password stored in the PalOMoney.ini Last Launch entry has been replaced by -pPASSWORD. When using this entry to launch MoneyPal in a command interpreter (for troubleshooting or as a scheduled job using some other software), replace PASSWORD with your actual password. Note no space between -p and the password.

Thank you for your testing!

• Note: this was not a planned release. There are some inaccessible additional functions and dialogs pertaining to ofx account statement downloads that make the .exe a bit larger.

1.0.3-a

Version 1.0.3-a fixed some horrible bugs caught by a tester. It also adds a dialog for password protected Money files.

• A bug that caused a debug assertion has been fixed.
  • Failing to find a current Microsoft Money installation and other problems that prevented opening a Money file resulted in a null pointer assertion.
• A bug that caused external quotes sources to fail has been fixed.
  • The bug incorrectly formatted arguments to external sources and MoneyPal, and failed to read and use initial and final double-quotes in the URL Template field.
  • The work around was to use short folder names that contain no spaces in order to avoid using double quotes at the beginning and end of the URL Template field.
  • This bug may have caused problems with the internal quote sources as well. Confirming this will require additional testing.
• Logging has been enhanced to more clearly indicate problems.
  • Many more function results are logged.
  • To reduce clutter, MoneyPal no longer displays the list of Money file securities unless the log level is 5 or higher.
  • MoneyPal displays and logs quote transactions.
  • MnyUpdate_XXX.log has been renamed MoneyPal_XXX.log, and contains the MoneyPal version info
  • The time stamp portion of MnyUpdate_XXX.log now includes seconds.
  • The File.CSV import method, used by external quote sources, now logs to MnyUpdate_XXX.log.
• PalOMoney now displays a Sign in to open your Money file dialog to indicate an error code when failing to open a Money file.
  • The dialog accepts a password and includes an Ok option to try again.
  • This dialog appears even if the error is not from a missing and incorrect password.
  • Click Cancel to abandon the dialog, and open the Portfolio window with no file.
  • This feature is early stage experimental.
    • Before using this feature, consider that the Money file password will be passed along in plain text to MoneyPal during its launch. The Last Launch MoneyPal command line is saved in plain text in PalOMoney.ini.
    • This dialog will be improved when the password error codes become better understood.

• A cosmetic bug in the example quote source QuoteCSV.py that wrote soft line breaks instead of hard line ends has been fixed.

• A PalOMoney website bug that caused the Store to download the .msi installer as a DOC file has been fixed.

1.0.3

Initial release for external testing. This software is experimental, which means very much pre-alpha.