# Todo - The to do list for the `CBB' project. # # Written by Curtis Olson. Started August 19, 1994. # # $Id: Todo,v 1.3 2000/01/05 22:09:34 curt Exp $ # ---------------------------------------------------------------------------- # Things Todo with CBB # ---------------------------------------------------------------------------- Severe/Urgent ============= Jan 10 1999 - Minor Y2K bug when using +/- in the date field to increment / decriment the date. This is minor, CBB is otherwise pretty much Y2K compliant. Todo Soon ========= Feb 5 1995 - Addition to manual: What happens if you notice an error while balancing? A: dismiss the balance window, make the change, and reopen the balance window. Or press the refresh button. Oct 25 1995 - For partial reports ... start with the actual balance!!! Jun 5 1995 - Add a preferences dialog box Optimizations ============= For Smoother More Robust Operation ================================== May 3 1997 - Date stamp creation date on every transaction. (And modification date?) Apr 26 1997 - After balance update, goto "today" Apr 20 1997 - Force numeric input field values to be numeric before trying to do anything with them. Apr 20 1997 - Make dialog boxes model and marked as transients ... Mar 3 1997 - Verify that an "external menu" script is executable before trying to launch it. Aug 14 1995 - If printing report from only one file, use existing running balance rather than recalculating based on limited txns. Aug 14 1995 - When checking for a valid [hubbahubba] category, make sure the account first exists, rather than reporting an unknown category. Jul 17 1995 - the data file dir and cbb lib dir should be overridable by an environment variable. Jan 16 1994 - Quicken import ... import categories that are used by the imported transactions. Also ... handle the memo field in the splits section. Jan 16 1995 - Make windows resizable. Jan 16 1995 - Option ... rehash memorized transactions after every entry. or simply insert the new entry into the hash table. Major Rewrite ============= Oct 4 1995 - Add a second date fields for when the transaction clears and add the ability to sort the transaction list on either one. Jul 4 1995 - Store numbers as integers (shift by 'n' decimal places when displayed.) Allow setting the number of decimal places. Or do a global substitution s/.2f/.3f/g Jun 4 1995 - Redo logging -- save wrapper.pl commands instead of weird =====blah===== format. Additional Features =================== Mar 3 1997 - Add the ability to reorder transactions. Maybe space to tag it, arrows to move it and enter to place it. This might not seem like a big deal, but when I'm trying to figure out what people I'm going to pay when, it would be nice. You could even have it automatically adjust the date when you move it over a date line. Mar 3 1997 - Check for an already running cbb before starting up. Maybe a lock file in /tmp or something. It gets messy if you minimize one and then startup another one. Jan 14 1997 - Have the first account highlighted when you start cbb to show which account is being edited and also have a new account become highlighted when you create it (since it is loaded in the transaction window immediately). Jan 8 1997 - Plot expenses over a period of time. An example might be to plot your utility expenses over a period of 12 months to see where the majority of your money goes in which months of the year. Sep 10 1995 - Managing your Money imports. Jun 3 1995 - Graphs -> Monthly/Weekly income/expenditures -> Running Balance Oct 17 1994 - Write a 'find' function. Keep Plugging Away On ===================== Oct 17 1994 - Keep working on documentation! Section on advantages disadvantages of cbb free, Unix, extensible, open, X Section on writing your own reports/graphs Section on .cbbrc.tcl file For Possible Consideration ========================== Jan 4 1994 - Rewrite in Perl5 w/ Tk Extensions? Aug 29 1994 - Switch position of category and comment Wishful Thinking :) =================== Oct 9 1994 - Entry widgets as per quicken (scrolling list of entry fields) For Others To Do If They Desire =============================== Oct 19 1994 - Investment accounts. (Xinvest?) Things Done =========== ----------------------------------------------------------------------------- Jan 5 2000 - Released CBB Version 0.8.1 Jan 4 2000 - Released CBB Version 0.8.0 Dec 16 1999 - Released CBB Version 0.79 Mar 16 1999 - Released CBB Version 0.78 Mar 15 1999 - miss-checks.pl report fixed Mar 15 1999 - Switch to watch cursor icon when doing a lengthy operation. Mar 15 1999 - Include check number in the key (sorting order) Mar 15 1999 - Double clicking on cat. list should paste into current splits category. Feb 2 1999 - Added a contrib/change.pl script to convert an entire account to a new currency. Jan 28 1999 - Another minor Y2K tweak. ----------------------------------------------------------------------------- Jan 20 1999 - Released CBB Version 0.77 Jan 19 1999 - Several minor Y2K tweaks. Jan 17 1999 - Fixed a problem with engine.pl where it was assigning bad permissions to new and temporary files. This also hosed transfers. ----------------------------------------------------------------------------- Jan 15 1999 - Released CBB Version 0.76 Jan 14 1999 - Check for the existance of ~/.cbbmath before trying to load it. ----------------------------------------------------------------------------- Jan 13 1999 - Released CBB Version 0.75 Jan 13 1999 - Fixed a small bug in import_qif() relating to the logic of properly reconstructing splits. Jan 12 1999 - Added a script to convert MYM files to CBB. Contributed by Brian Jan 12 1999 - Added an Emacs "edb" interface to the contrib section. Provided by Bob Newell Jan 11 1999 - Preserve owner, group, and permissions of CBB files Jan 11 1999 - Added a loan_recur.pl script from Michel Verdier which does the same thing as loan.pl, but also generates recuring transactions for the payments. Jan 11 1999 - Patch from Michel Verdier to help recur.pl better handle recurring transfer transactions. Jan 4 1999 - Added initial support for binding an arbitrary math function to the debit and credit fields in the main transaction editor section. This is useful for doing things like currency conversions. You can enter in one currency and then use a hot key to convert to your "canonical" currency. ----------------------------------------------------------------------------- Aug 14 1998 - Released CBB Version 0.74 July 4 1997 - Lionel Mallet sent in updates to his trimold.pl script in the contrib directory. July 4 1997 - Added patches by Jon Cox to the graphs/graphbal script to avoid divide by zero in certain circumstances. July 2 1997 - Added the Uncleared Transaction report. Contributed by Kevin L. McWhirter Jun 13 1997 - fetch-latest.pl -- Fetch the latest debian package instead if you are running on a debian system. ----------------------------------------------------------------------------- Jun 12 1997 - Released CBB Version 0.73 Jun 12 1997 - Applied more patches from Martin Schenk . His changes greatly improved and developed the preferences menu so it is now actually usable to set preferences. - Current data file is now saved in ~/.cbbcur.tcl May 5 1997 - Applied patches from Ken Latta which fix some problems with the running balance graph. May 3 1997 - The following are courtesy of Martin Schenk Default to umask of 066 so .CBB files get created rw by owner only. Added support for pgp encrypting data files. Added support for displaying only recent parts of files (avoids waiting to load in lots of old txns you don't currently need.) Added a feature to "cache" whole accounts in the perl engine so that switching between accounts can be faster. Apr 23 1997 - Added "txn" script to the contrib directory. Added a section in the manual on alternative interfaces to the .cbb file format. Apr 23 1997 - Added meta-c binding to splits window to open category list. Apr 20 1997 - Added an importcat.pl script to the contrib directory. Builds the CBB categories file from a .QIF file. Apr 20 1997 - Patch to source ~/.wishrc on startup if it exists ... for user specific code. Apr 16 1997 - Startup splash screen was sucking up the entire color map. Reduced the color map usage of the splash screen image. Apr 14 1997 - Made a pass through the entire manual updating things as I went. Apr 14 1997 - If browser is lynx, spawn it in an xterm. Apr 11 1997 - Display current balance rather than ending balance in the account list box. This makes a difference if you like to insert future transactions. Apr 9 1997 - Insert new transactions automatically into memorized list. Apr 7 1997 - Add a $cbb(web_browser) variable which can be set from ~/.cbbrc.tcl Apr 7 1997 - Don't launch a new copy of netscape if one is already running. ----------------------------------------------------------------------------- Apr 4 1997 - Released CBB Version 0.72 Apr 4 1997 - Fixed a harmless, but annoying bug that caused a pop up tk error message on occasion when manipulating the account list box. Apr 4 1997 - Fixed a small logic error in the edit transfer transaction section of engine.pl. Apr 2 1997 - Added an option to always save without asking if switching to a new file and the current file is "dirty". Patches courtesy of: Jonathan I. Kamens Apr 2 1997 - Heading, line 2 color was hardcoded rather than honoring the header color variable. Apr 2 1997 - Added a --version option to cbb to display version number. Apr 2 1997 - Fixed a little bug recently introduced in the balance section. Mar 5 1997 - Make consistent bindings for page up/down in cbb lists. Mar 3 1997 - Fixed bug which showed up when hitting '+' in a blank check # field after an account had been loaded, but before any transactions with a check number had been added. Mar 3 1997 - Fixed bug which caused a transfer transaction to not show up in the list box even though it had been correctly inserted. ----------------------------------------------------------------------------- Feb 19 1997 - Released CBB Version 0.71 Feb 16 1997 - Added "use strict" throughout perl code. Jan 27 1997 - Creating/Editing/Deleting transfer transactions, now make the appropriate changes in the corresponding account. Jan 8 1997 - Fix a typo in quicken import code that would cause an inf. loop. Jan 8 1997 - Open splits, initially we have a 62.499999999 Jan 8 1997 - Added patch to allow user sizable account listbox. ----------------------------------------------------------------------------- Jan 2 1997 - Released CBB Version 0.70 Dec 30 1996 - Negative transactions are drawn in red. Dec 30 1996 - Added a Goto option. Dec 30 1996 - & were double bound. Now, listbox can be traversed with and Dec 30 1996 - Converted listbox to text widget. This allows us to do nice things with alternating background colors, highliting, red negative numbers, etc. Dec 17 1996 - Don't save running balance with account so version control can work better. Dec 16 1996 - Warn if editing a closed transaction Dec 14 1996 - Category list window -> include an "Add ..." button Dec 14 1996 - Get rid of blank window that appears after displaying graph Dec 14 1996 - Flag if autosave file found on loading of account. Dec 10 1996 - Setup balloon help support. Dec 10 1996 - Move global setup stuff (headers/listbox/etc.) into procedures. Dec 10 1996 - Add a commit/cancel button for the given transaction. Dec 10 1996 - Put a "refresh" button on the balance window. ----------------------------------------------------------------------------- Oct 22 1996 - Released CBB Version 0.67 Oct 22 1996 - Display error message on save account/categories problem. - Better smartness when using +/- in the date field. Oct 21 1996 - Added an "Monthly average by category" report to assist in budgeting. Oct 4 1996 - Added a contrib script to fetch and install the latest version of CBB. Oct 3 1996 - Added a "devel" menu to assist CBB developers. ----------------------------------------------------------------------------- Oct 2 1996 - Released CBB Version 0.66 Oct 2 1996 - Replace "19" with a variable in reports.pl and conf-reports Also, CBB automatically determines the century so you don't have to. - Fixed a small entry field alignment problem. - "19" replaced with a variable, so when we hit "2000" we can just change it in one place. (Not fixed in conf-reports or reports.pl) Oct 1 1996 - Improved handling of unknown categories when committing a transaction. - Added a missing/duplicate check # report. Sep 26 1996 - Fixed some problems with the revamped tab completion code. - Added the new tab completion support to the splits window and updated it a bit. Sep 24 1996 - Revamped tab completion and auto field highliting Aug 28 1996 - Replaced with in description field. ----------------------------------------------------------------------------- Aug 15 1996 - Released CBB Version 0.65 Jun 29 1996 - Added a to make it easier to quit. Also added a Quit button on the button bar. - If no year entered for a date in the entry area, default to the current year. Mar 2 1996 - Added an account list at the bottom of the screen. Thanks to: Cengiz Alaettinoglu for this great addition. ----------------------------------------------------------------------------- Feb 28 1996 - Released CBB Version 0.63 Feb 19 1996 - Added four great graphs. Thanks to Arlindo L. Oliveira (aml@inesc.pt) - Fixed a pwd & soft link (automounter) problem. - Some enhancement to safe mode messages. - Fixed a bug where the perl engine was writing debugging messages even when debugging turned off. - Tons of rewriting of the install script. Feb 17 1996 - Check & warn if splits sum doesn't equal entered value for the transaction. - Ask for conformation before deleting a closed transaction? - When exiting the "Balance" window, clear the current transaction. - Added a "safe_mode" for my web page demo. - Changed international date format to dd.mm.yy ----------------------------------------------------------------------------- Feb 11 1996 - Released CBB Version 0.62a Feb 11 1996 - Added a nice file select box borrowed from tkispell - Removed support for .dbm files. Feb 10 1996 - Much better job of keeping a single line selected. - Keep listbox view steady when inserting/deleting/updating entries. - Unselect all entries before selecting a new one when doing data entry (creating/updating entries) Feb 4 1996 - Field text is automatically highlighted when a field is tabbed to. (Can be enabled/disabled in .cbbrc.tcl file) - Make it possible to turn off debugging output. Jan 20 1996 - Fixed Meta (Alt) key sequences Jan 18 1996 - Recurring transactions. - Look into cleaning up some of the debugging output. Jan 12 1996 - In installation script, make clear whether the user should enter a path to a file or a directory. Aug 17 1995 - Add support for international date format. ----------------------------------------------------------------------------- Aug 14 1995 - Released CBB Version 0.61a Aug 14 1995 - Directories created in install should be 755. Jul 30 1995 - Help via local html files. - check # can be now be greater than 5 digits Jul 26 1995 - focus problem (Works in tk4.0) - If text is highlighted in a field replace it when something is typed & delete it if delete is pressed. (Works in tk4.0) ----------------------------------------------------------------------------- Jul 21 1995 - Released CBB Version 0.60a Jul 21 1995 - Transfers broke :( - Date range on printing broke. Jul 19 1995 - preformat transaction list entries, so tcl doesn't have to waste time doing it. Jun 18 1995 - External menu -> launch calculator ... - Reports and Graphs allow reporting to fold together multiple input files. - Reports & Graphs change structure a bit so that configuration dialog box is launched by sub program if needed. Jul 16 1995 - Add comment field to splits Jul 7 1995 - X selection can now be pasted into a field. - Put version number in data file. - Use as field separator. - Ask confirmation before including the default categories Jul 6 1995 - Provide an upgrade path for dbm users to cbb format as well as new dbm format Jul 4 1995 - Verify transaction is complete before trying to enter it ... not just warn. - Reports -- own menu, defined in reports.conf Jun 7 1995 - Finished report printing. Jun 6 1995 - Put font definitions in .cbbrc file. Jun 5 1995 - Yes/No/Cancel dialog added when trying to obliterate your current changes. Jun 4 1995 - Auto save feature! - Redo .cbbrc file handling. - Transfers between accounts is broke ... :( - Detect and handle multiple data file types. ----------------------------------------------------------------------------- Feb 27 1995 - Released CBB Version 0.53a Feb 22 1995 - Remove tclX dependencies ... perl can do the date stuff. Now we only require the standard tcl/tk. Jan 22 1994 - Added pseudo-globbing to the install script. Jan 16 1994 - Fixed a logging bug where the day was one too high. Jan 8 1994 - Fixed a quicken export bug ... my fault ... from move to four digit dates. Jan 5 1994 - Reports balance bug. - Splits "Difference" -> "Sum". ----------------------------------------------------------------------------- Dec 8 1994 - Released CBB Version 0.52a ----------------------------------------------------------------------------- Dec 5 1994 - Released CBB Version 0.51a Nov 29 1994 - Install utility - mark executable *sources* as 644 after installing. - Install utility attempts to find binaries first. Nov 9 1994 - Bring up a list of categories ----------------------------------------------------------------------------- Nov 10 1994 - Released CBB Version 0.50a - Interactive category list editing Nov 7 1994 - .cbbrc file - Help ... function (cross between a hack and very cool) - Fix balance bug. Nov 4 1994 - Transfers between accounts. - Don't attempt to load the account specified in ~/.cbbrc when it doesn't exist. ----------------------------------------------------------------------------- Nov 3 1994 - Released CBB Version 0.45a Nov 3 1994 - Make year into a four digit value. Nov 1 1994 - Create a transaction log file to log every change to the file - Use a dbm file instead of associative array in engine.pl - Pull Xamount out of .bal file for statement starting balance. - engine.pl:make_acct(), only put base account name in category file. Oct 28 1994 - A text based front end -- THANKS Christopher Browne Oct 18 1994 - Export to quicken ".qif" files -- THANKS Christopher Browne Oct 16 1994 - Tab from category field immediately updates. Sep 20 1994 - Memorized Transactions ----------------------------------------------------------------------------- Oct 14 1994 - Released CBB Version 0.40a Oct 11 1994 - More entry/widget bindings - should be pretty good now Oct 2 1994 - Complete category file handling ... auto saving a specific file with the .cbb file. - *.dat -> *.cbb Oct 1 1994 - Undo - Category list ... type the first few chars and the rest will be filled in ... but not in splits window now fixed. Sep 29 1994 - Category list ... type the first few chars and the rest will be filled in. Sep 24 1994 - Tabbing through splits window now works - Tabbing through balance window now works - in file dialog boxes now works - Save As Sep 21 1994 - Sanity check/Verify/Canonize dates - Sanity check on cleared field