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From: Makinde O. <mak...@ya...> - 2012-12-02 18:03:38
|
http://www.kriskringle.ca/includes/phpmailer/hey1isu6.php |
From: Stephan E. <st...@sh...> - 2010-10-03 08:37:30
|
Hello, here is 0.16.1, a maintenance release that fixes a number of annoying bugs in 0.16.0 and improves usability at a few places. There are no schema changes, so upgrading should be easy. Just replace all files or use do rpm -Uvh .... ATTENTION: the daemon now requires threads::shared >= 1.33. You may need to upgrade that as well if your distribution does not ship it yet. Get it from SourceForge right away at https://sourceforge.net/projects/stockmaniac/files/. Have fun! stephan Release Notes * gui: show a quote record queue in Asset plugin for easier editing/locating stocks that have quote records gui: added new vo/dao classes for version table * gui: prefill Add Figures form with data from previous record to ease mass data input gui: show all figures in shortened scientific notation, takes less space and is easier to read (if one got used to it), show units behind figures * stockmaniacd: allow arbitrary nested data in workitems (makes newsfeed fetching much more reliable), this change requires threads::shared >= 1.33 * BUGFIX: the QuoteRecord plugin array_merge()d quote->id numbers into quoterecord->id numbers resulting in strange behaviour (editing quoterecords belonging to other stocks) * BUGFIX: #73 New Order not working * BUGFIX: #71 test quote update broken in rpm install * BUGFIX: #72 order labels broken in chart images * BUGFIX: #70 links to favorit investment resource and company not available SHA1 Sums 53e145075eef95232238d8cdf35754c6d605f59a stockmaniac-0.16.1-1.el5.src.rpm 7321a6b9051566f0ce7fc3401110fa4021c6de7f stockmaniac-0.16.1-1.fc13.src.rpm 9e84e6e1a1f03be02a15c60555a09cf5bd7f203e stockmaniac-daemon-0.16.1-1.el5.noarch.rpm 103a94430cd6df8c4765dc51d47056ce3daa4745 stockmaniac-daemon-0.16.1-1.fc13.noarch.rpm e86b0474cab4d3c3e530c0189704f3f86062ff0a stockmaniac-daemon-0.16.1.tar.gz a67023a56a3e79e14dd20a792352159296c054b5 stockmaniac-gui-0.16.1-1.el5.noarch.rpm 8da50f8ceab306af18b84ed9883e61f6c72e0919 stockmaniac-gui-0.16.1-1.fc13.noarch.rpm 8daf17bba329cec960cbcb3983470a8c54f93333 stockmaniac-gui-0.16.1.tar.gz 374f9e132df98d82ff599e0cfcac28fc421e4f91 stockmaniac-manual-0.16.1-1.el5.noarch.rpm 7b45cbcd76154817a428999f7d16d92715e17fcd stockmaniac-manual-0.16.1-1.fc13.noarch.rpm 70dc4ac9080b29db23da09b73ba0f15e22a51bbb stockmaniac-manual-0.16.1.tar.gz 1e97c34a232ded80c45b3169c070f1b0a483baa7 stockmaniac-src-0.16.1.tar.gz 77dd1b84880221c612901cde4470516c9309a7c3 stockmaniac-unittest-0.16.1-1.el5.noarch.rpm e12bf713c4e8aa6c6fb47fa6b49e63b990d210f9 stockmaniac-unittest-0.16.1-1.fc13.noarch.rpm |
From: Stephan E. <st...@sh...> - 2010-08-22 12:03:40
|
Good Sunday, here is a new release which finishes the database conversion to a new and more modern schema convention. The schema is supposed to remain stable for quite a while now and provides a base for doing a re-write using the Symfony 2.0 framework (http://symfony-reloaded.org/). The re-write decision is the driving force behind this release. If you like this idea and share my excitement about symfony 2.0, please let me know. The more people the faster it'll be! Standing on Symfony's hyper-modern feet StockManiac`s user experience should improve a lot. I want all pages be more flexible and more to the point. That is, less crowded with information one does not want to see right now. And its also about security and robustness: the long standing issue of SQL Injection will be past since the database abstraction layer will take care of things like this. Finally the framework should allow me to put more time into features by requiring less time for technical infrastructure behind the curtain. OK, so much on the outlook, now more on this release: There are lots of fixes and improvements. Most importantly PHP 5.3 adjustments and proper time-zone handling that comes with it. Each user must login an configure the time-zone properly on the Account Settings page. By default there is UTC but that is most likely wrong since all quote data was/is stored by stockmaniacd using the systems local time-zone. Only few people have UTC here. If you forget to set the timezone you will see strange behaviour on the GUI. Like wrong or no quotes and wrong portfolio and asset summaries. News gathering capabilities of stockmaniacd have been repaired. The were a number of bugs making news retrieval essentially broken in the previous release. Should work again now. Now get it from SourceForge right away: https://sourceforge.net/projects/stockmaniac/files/ Have fun! stephan Release Notes * all tables are converted to the new db naming convention * gui: made dbc.class.php use the MySQLi extension * gui: use SimplePie to handle RSS feeds * BUGFIX: #69 not all regular figures shown * BUGFIX: all settings were stored with id_user=0 * BUGFIX: #57 order figures by name * BUGFIX: dont offer autofigures for selection * BUGFIX: #7 selecting a specific figure shows header for another figure * BUGFIX: #63 pivot points gone * BUGFIX: #60 rename field confirmed=>audited * BUGFIX: #39 order edit/modify/execute forms dont close after submit * BUGFIX: #59 figure var can not be changed * BUGFIX: #64 no text in timetag report * BUGFIX: #62 report which autofigures could not be calculated * BUGFIX: #58 plugin broken on empty positions * BUGFIX: re-create update_news_item_counter trigger, closes #41 * BUGFIX: found even more old fieldnames * BUGFIX: missed to renamed some fields * BUGFIX: do not show positions sold later in the year * BUGFIX: position.closed should never be NULL * BUGFIX: maximumcrashes parameter missing for feeds * a fair number of minor fixes SHA1 Sums 9bee24d470f90354d0ce44912ecef4086231617a stockmaniac-0.16.0-1.el5.src.rpm f39b4cde13a19bde904a6860b749314be9cf5490 stockmaniac-0.16.0-1.fc13.src.rpm 586d77878160d63be667fec85cc6e3db797fff40 stockmaniac-daemon-0.16.0-1.el5.noarch.rpm f6ed8fde2da528ba363b138a4feb57cece092647 stockmaniac-daemon-0.16.0-1.fc13.noarch.rpm 2a47db332aa14960c1f657b28244bc5a29ce10a2 stockmaniac-daemon-0.16.0.tar.gz 8feafae8da0c4c27c3b4f745d148748b83adb14f stockmaniac-gui-0.16.0-1.el5.noarch.rpm 1771e0053dc2b9930309e01918a03d14bd77d7aa stockmaniac-gui-0.16.0-1.fc13.noarch.rpm a4171d26721563441b7095724b658f6767921667 stockmaniac-gui-0.16.0.tar.gz b09e4d4ea88082d204ac14360e66e27290f56717 stockmaniac-manual-0.16.0-1.el5.noarch.rpm f7a1458a9ea9778ca15705cdf3b6207b7ef1412b stockmaniac-manual-0.16.0-1.fc13.noarch.rpm 4cfb3590666702d50d80a4c4a4703f393317eab2 stockmaniac-manual-0.16.0.tar.gz 1ba571786d760b035afa90e4b62377db3fd415b4 stockmaniac-src-0.16.0.tar.gz 763842af05ee6d686aee5ca699b9ce839b3d9ff3 stockmaniac-unittest-0.16.0-1.el5.noarch.rpm 67172e90bf93257ef9d4b5eee54b939a815cfdf6 stockmaniac-unittest-0.16.0-1.fc13.noarch.rpm |
From: Stephan E. <st...@sh...> - 2010-03-20 09:06:04
|
Hello, here it it comes: StockManiac version 0.15.0 Major progress in this release is the autofigures implementation that has been reworked more or less entirely and is now much more stable and useful. It needs Math::Expression::Evaluator version 0.3.0 which has a new variables() method. Please make sure its installed. The old doc/ directory has been removed and all its content has been added to the manual. Its devided in three sections: the Administrator Guide, the Developer Guide and the User Guide. For install/upgrade instructions read the Administrator Guide section. The User Guide section is empty due to lack of time. Its supposed to provide End-User documentation that explains how to use the key features of StockManiac. It would be a nice area for contributions. The manual comes as separat tarball/rpm and is also hosted online at http://stockmaniac.sourceforge.net (replacing the aged joomla page). Primary project page is now a Trac instance at http://sourceforge.net/apps/trac/stockmaniac/. Please look here for new releases and release notes. The TODO file has been replaced with the ticket and milestone features in Trac. One milestone will be created for each release plus additional ones for longer term efforts. Don't hesitate to submit tickets on the _next release milestone for all issues you discover. Most likely they are getting fixed in the next release (whatever version that will be). This is the first release prepared with git. Repository access instructions and tag/branch conventions are documented in the wiki. Feel free to clone it! Get it from SourceForge right away: https://sourceforge.net/projects/stockmaniac/files/ Have fun! stephan Release Notes * changed license to GPL version 3 renamed plugin FundamentalData => * Figures Figures: reworked autofigures implementation, expressions are now parsed by Math::Expression::Evaluator in the daemon, no more replacements via regexp * ChartDisplay: enabled jpgraph's buildin caching * SoldStocks: show gains adjusted by dividend receivend and charges * InfoDisplay: show gains adjusted by dividend receivend and charges * Dividend: show percentage relative to investment (ticket #48) * unittest: added classtest suite * manual: removed doc/ directory, added all content to the the manual * replaced all sql_store_*() methods with autogenerated vo_*::store() methods * various bugfixes, see ChangeLog files and closed tickets on Milestone '0.15.0' * migrated source repository to git SHA1 Sums c4587f4b01e61f7be26d0b527d230738d2e60522 stockmaniac-0.15.0-1.el5.src.rpm 292580ddf862ff6d031a5f71696d169f4cf86fa8 stockmaniac-0.15.0-1.fc11.src.rpm 0bef1b438226b7a5cda95ebbd7a5d20370af2673 stockmaniac-daemon-0.15.0-1.el5.noarch.rpm 73c46b18615b460e82f84193c7c60719ea6066b6 stockmaniac-daemon-0.15.0-1.fc11.noarch.rpm 49763702722be0861f1f41296cfea4486c54d190 stockmaniac-daemon-0.15.0.tar.gz f6b234fc4eba15a76e3533500940616cbb33f407 stockmaniac-gui-0.15.0-1.el5.noarch.rpm 13eca0346e96b464180d341f4d8b6f5836130899 stockmaniac-gui-0.15.0-1.fc11.noarch.rpm 75a5e69b6682db806479764c0e9e16814d944be9 stockmaniac-gui-0.15.0.tar.gz e3ab33401d49bd2e8431cadfbd2f7cce97cf0920 stockmaniac-manual-0.15.0-1.el5.noarch.rpm 8684f89f245c0f4420c63a79c1c5d9be3f089b91 stockmaniac-manual-0.15.0-1.fc11.noarch.rpm 117416f195d04e26bfa808b352acc7b07508b0a9 stockmaniac-manual-0.15.0.tar.gz 2b6b17d359b02b6fce01249a367aa31bc4a9207d stockmaniac-src-0.15.0.tar.gz cec947446626a1b847d9fc186c3485a6aa700337 stockmaniac-unittest-0.15.0-1.el5.noarch.rpm 49b64e025e672927c1b32565e9fd6076e0ebd6b4 stockmaniac-unittest-0.15.0-1.fc11.noarch.rpm |
From: Stephan E. <st...@sh...> - 2009-11-23 21:17:34
|
Hello, quite some time has passed but finaly here it is: version 0.14.0. Its got a new feature called autofigures which makes StockManiac automatically calculate fundamental figures based on other known figures and a arithmetic expression that combines them. One only needs to key in hard facts such as the equity and number of shares from the balance sheet (or forecasts or guess-work) and let StockManiac calculate the book value, EPS and whatever else is wanted. The autofigure feature is, however, still experimental. It works but it's not yet as flexible as I would like to have it. StockManiac will automatically detect widely used mobile browsers (ie those running on smart phones) and choose a different and more suitable theme for them. There is a setting to specify which theme should be used. Right now the "Mobile Device" theme is a adopted version of the "Classic" theme that makes pages wrap better on narrow screens. Theme contributions are very welcome. A lot things have been done under the hood The gui now has unittests which are not entirely complete yet but already cover large portions of the code. And that small sounding task already revealed lots of bugs which all have been fixed. Most bugs were consistency problems introduced by the database migration changes (tables/columns renamed, etc..) and were not found because I simply can not test each and every feature right after each change on the schema. Unittests can do that in a jiffy and therfore I hope this will give more time to devote to features rather than introducing and fixing stupid bugs in the future. See doc/README.unittest for more. Value Objects (lib/vo_*) and Data Access Objects (lib/dao_*) have been introduced to the base code. These objects provide a quite robust abstraction layer in regards to table and column names. Consider the manual (see below) for details. VO objects define tables and their columns. DAO objects provide additional "data level" logic whereever necessary. The bottom line is that application code can always rely on these objects' properties and methods. Things will fail very visibly if the database schema differs at some point. Then there is a goot chance that the unittests will catch it. All new code should make use of this. Pretty much all code is now documented with DocBlocks which also gives a very nice development manual that is packaged separately. I recommend to look at this to everyone who is modifying StockManiac source code or wants to help with development (I would really appreciate some support here). The daemon is much more stable now since it reliably survives crashes of quote or news workers. Please make sure to use the latest Finance::Quote release (1.17 right now). For more gory details on changes please read the ChangeLog files and/or... get 0.14.0 from SourceForge https://sourceforge.net/projects/stockmaniac/files/ right away. Have Fun! stephan Release Notes * converted tables to new db convention: Quote, Position * added value- and data access object facilities to code base * added unittest facilities (all in test/ dir, based on SimpleTest) * dropped PHP4 compatibility including jpgraph-1.x.x (you really need php-5.1.x or php-5.2.x, php-5.3.x is not tested!) * dropped CLASS_* constants, use PHP's autoload() feature instead rewrote * some plugins to utilize vo_* and dao_* objects (ie. Portfolio and FundamentalData) * added tons of DocBlocks fixes lots of bugs * discovered by the unittests converted schema description to new mysql workbench format * implemented autofigures feature * implemented webtests for pretty much all plugins (not yet all their features) * implemented mobile theme detection updated external_packages to recent versions stockmaniacd: improved stability by jailing Finance::Quote in eval{}, it now survives quote worker crashes * stockmaniacd: added a dead_threads counter so you can see if threads die frequently in the status counter output through syslog * stockmaniacd:implemented math worker to solve match expressions using Math::Expression::Evaluator (thanks to Moritz!) SHA1 Sums d04ec68d5412d1daf45e24747b5f877b5a5291ea stockmaniac-0.14.0-2el5.src.rpm d030be70ba78f1fd43097f037c5ccbe7e3c5f11d stockmaniac-daemon-0.14.0-2el5.noarch.rpm 2bf8fb89597fb0a73ef084a9559345cb72c6da60 stockmaniac-daemon-0.14.0-2.fc11.noarch.rpm a78ba392ab68c464397728b45b75daabd2c5a92b stockmaniac-daemon-0.14.0.tar.gz 9f4667224d7eafc9a868fdd224e501b3aeb4bce5 stockmaniac-gui-0.14.0-2el5.noarch.rpm 28e7d61352a37f5891ebb320ad4f4f1c61ad5dad stockmaniac-gui-0.14.0-2.fc11.noarch.rpm 5a9d8f1abb522850e3654b240cb1edf5ee2b4a7c stockmaniac-gui-0.14.0.tar.gz 96c63cc5681e1e8a79664de6e7240dfd4a5dff1e stockmaniac-manual-0.14.0-2el5.noarch.rpm 96ee1f47d1dbef29f913e1f1aa06c5f9d9575128 stockmaniac-manual-0.14.0-2.fc11.noarch.rpm 08ad28365cd1e395655e623e1082c232c8917809 stockmaniac-manual-0.14.0.tar.gz 6b0ae1dbcd8f7734ee6358693ddd1850110d4cb7 stockmaniac-src-0.14.0.tar.gz 63519d49e789961ab006040e52bf33975a7732c5 stockmaniac-unittest-0.14.0-2el5.noarch.rpm 2b9fd0164e1705ea1e137132cf8b287892a8d69d stockmaniac-unittest-0.14.0-2.fc11.noarch.rpm |
From: makinde o. <mak...@cd...> - 2009-01-30 08:25:42
|
Thank you Stephan. -----Original Message----- From: Stephan Ebelt [mailto:st...@sh...] Sent: 29 January 2009 22:11 To: makinde olojede; sto...@li... Subject: Re: Problem starting stockmaniac daemon Hello, > Please help me out. I am really in love with this stocmaniac project, > but I have problem starting the > > daemon (stockmaniacd) each time I start it I get this error message > > " Can't call method "rows" on an undefined value at > /usr/lib/perl5/site_perl/5.8.8/HTML/TableExtract.pm line 224 " I know this message, there is *something* in a module in the Finance::Quote package going awry while parsing page content. So thats the problem, but now I can't tell you the cause. :-( There can be multiple reasons, one - and perhaps the most likely - being a change on the website thats queried by the F::Q module, that is the Quote Source. solution is to identify the symbol thats causing this and then find another source for it. If you have a lot symbols start the daemon manually and use the --debug and --verbose flag (try --help, you need a couple more options, ie -c ...). You'll see a lot of output showing what the daemon does. Look for the 'quote worker' and 'scheduler' lines. When the daemon dies, look for the id value of the last workitem that was not returned as completed to the scheduler. This id is the 'SID' (see Stock table) thats causing the trouble. Then use the ObjectManager, disable the 'Fetch Quote' flag, startup the daemon and use the test quotelookup feature to try some other source(s). hope this helps, Stephan (I wish the daemon would automatically disable gone bad symbols/sids, but I was not able to make the main thread survive die() calls deep down in 'third-party' libraries. If someone knowns how, please tell me) > Please treat as urgent and give necessary advise. > > > > Regards, > > > > Makinde Olojede > > > > > |
From: makinde o. <mak...@cd...> - 2009-01-30 07:51:35
|
Please help me out. I am really in love with this stocmaniac project; but I have problem starting the; daemon (stockmaniacd) each time I start it I get this error message; " Can't call method "rows" on an undefined value at /usr/lib/perl5/site_perl/5.8.8/HTML/TableExtract.pm line 224 "; Please treat as urgent and give necessary advise.; Regards; -----Original Message----- From: sto...@li... [mailto:sto...@li...] Sent: 05 December 2008 09:10 To: sto...@li... Subject: Stockmaniac-users Digest, Vol 7, Issue 2 Send Stockmaniac-users mailing list submissions to sto...@li... To subscribe or unsubscribe via the World Wide Web, visit https://lists.sourceforge.net/lists/listinfo/stockmaniac-users or, via email, send a message with subject or body 'help' to sto...@li... You can reach the person managing the list at sto...@li... When replying, please edit your Subject line so it is more specific than "Re: Contents of Stockmaniac-users digest..." Today's Topics: 1. Re: how to include my Quote source (makinde olojede) ---------------------------------------------------------------------- Message: 1 Date: Fri, 5 Dec 2008 09:15:01 +0100 From: "makinde olojede" <mak...@cd...> Subject: Re: [StockManiac-users] how to include my Quote source To: st...@sh..., sto...@li... Message-ID: <LBCF50651C08C43d888D853FB0600C539.1228378345.mail.cdlasset.com@MHS > Content-Type: text/plain; charset="utf-8" Thanks Stephan for your quick response. I am now very familiar with StockManiac after a successful setup. I want to insert data directly into the ?Quote? table but I cannot really understand the date format of the date column. For instance using your test data (mysql-testdata) if the date column data of the quote table is ?1228117140? what does it means? I cannot relate it with date format like yyyymmdd or ddmmyyy or MMDDyyyy etc. N.B Please help me give a quick reply. I would have sent this earlier but because I was out of reach for sometime now. Regards, Makinde Olojede Nigeria. -----Original Message----- From: Stephan Ebelt [mailto:st...@sh...] Sent: 29 November 2008 21:12 To: sto...@li... Cc: makinde olojede Subject: Re: [StockManiac-users] how to include my Quote source Hello, On Friday 28 November 2008 11:14:25 am makinde olojede wrote: > Thanks for this great work. I just successfully installed StockManiac > Release 0.13.1 and I really like the whole concept. thanks, appreciated. Please see my answers below: > Firstly, I want to ask how I can include Quote Source for my country?s > Daily Stock price so that I can customize it for my personal use. provided the daemon is installed and running properly (Finance::Quote works, etc...) use the stockmaniac-admin tool with --update-sources to populate the database with all modules that Finance::Quote provides. the modules will then be available in the ObjectManager where you can assign them to the securities and manually test quote lookups etc... F::Q has quite a lot modules so there's a good chance that your symbols are available through one of these... ie yahoo has a lot. Its usually a matter of trying. You can also give an example symbol and i'll try to look it up. > Secondly, If I want to manually update the ?stock? table to include the > daily stock price of my portfolio is it possible? And what other things > do I need to do to make this possible. you can insert data directly through sql. The web-gui will just take it. There's no magic here. Of course you need to know the internal IDs (most importantly 'SID') that correspond to a given security. 'SID' is created when a security is created and does not change from then. All price information are stored in the 'Quote' table. ahh, and a side note: I change the database schema rather frequently from release to release, so surprises can happen :-) > Lastly, is there any user manual that can take users through how to use > the product generally. unfortunately not. I have ideas on that but not the time... here is a jump start: its design is pretty intuitive (I think). Ie. functionality appears only at places where it can actually be used, no dead buttons, etc... All things more-or-less circle around positions (the left hand side on the main page). Positions are organized in portfolios and can be created on the main page (if starting with a empty database you need at least one security => create it in ObjectManager). A position consist of a[ny] number of transactions (a.k.a. "orders"). There is the 'Orders' plugin on the right hand side that lets you create buy or sell orders in the position. New orders are in 'pending' state until they expire or get executed. The amount of shares in a position is made up by applying all relevant orders up to the given date. When all shares in a position are sold it will close the position by default. That basically means you can't add any new orders to it. If you wanna buy the same security again, create a new position. As with the Orders plugin there are a number of other plugins available on the right hand side. Those are all context sensitive to the currently selected position. So you can cycle the plugins on a position or cycle the positions on a plugin. Sounds a bit complicated but is actually easy and quite handy. On that level there is a Chart, Documents, Dividend, Risk... etc.. The "Date Bar" on top is to browse the portfolio on the time axis. You can type in and jump to a specific date/portfolio or browse the days by hand. There are no limits here. If you enter orders today and date them, say, 2 years ago it will treat them accordingly. There is one caveat to it: the position must be created *before* any of the orders in it. Weird things happen otherwise. ;-) To enter past transactions its best to move back in time and create the position one day before the first order happened. Ie. to enter a order from 07/20/2003 walk back to 07/19/2003, create the position, move on to 07/20/2003 and create the order(s). The procedure for "present" is to create a position as soon as a security is of interest and enter the orders whenever they happen (which is usually "later"). Time can be confusing from time to time. :-) The "Asset Overview" plugin (bar on top of main page) gives a total view on all portfolios at once. Its also time browsable like the main page. Hope this gives a start. Everything else should come into play once you got used to it. If you run into anything, just feel free to ask. have fun, stephan > > > Best regards, > > > > Makinde Olojede > > > > Lagos, Nigeria. -------------- next part -------------- An HTML attachment was scrubbed... ------------------------------ ------------------------------------------------------------------------ ------ SF.Net email is Sponsored by MIX09, March 18-20, 2009 in Las Vegas, Nevada. The future of the web can't happen without you. Join us at MIX09 to help pave the way to the Next Web now. Learn more and register at http://ad.doubleclick.net/clk;208669438;13503038;i?http://2009.visitmix.com/ ------------------------------ _______________________________________________ Stockmaniac-users mailing list Sto...@li... https://lists.sourceforge.net/lists/listinfo/stockmaniac-users End of Stockmaniac-users Digest, Vol 7, Issue 2 *********************************************** |
From: makinde o. <mak...@cd...> - 2009-01-30 07:39:24
|
Please help me out. I am really in love with this stocmaniac project, but I have problem starting the daemon (stockmaniacd) each time I start it I get this error message " Can't call method "rows" on an undefined value at /usr/lib/perl5/site_perl/5.8.8/HTML/TableExtract.pm line 224 " Please treat as urgent and give necessary advise. Regards, Makinde Olojede |
From: Stephan E. <st...@sh...> - 2009-01-29 21:11:12
|
Hello, > Please help me out. I am really in love with this stocmaniac project, > but I have problem starting the > > daemon (stockmaniacd) each time I start it I get this error message > > " Can't call method "rows" on an undefined value at > /usr/lib/perl5/site_perl/5.8.8/HTML/TableExtract.pm line 224 " I know this message, there is *something* in a module in the Finance::Quote package going awry while parsing page content. So thats the problem, but now I can't tell you the cause. :-( There can be multiple reasons, one - and perhaps the most likely - being a change on the website thats queried by the F::Q module, that is the Quote Source. solution is to identify the symbol thats causing this and then find another source for it. If you have a lot symbols start the daemon manually and use the --debug and --verbose flag (try --help, you need a couple more options, ie -c ...). You'll see a lot of output showing what the daemon does. Look for the 'quote worker' and 'scheduler' lines. When the daemon dies, look for the id value of the last workitem that was not returned as completed to the scheduler. This id is the 'SID' (see Stock table) thats causing the trouble. Then use the ObjectManager, disable the 'Fetch Quote' flag, startup the daemon and use the test quotelookup feature to try some other source(s). hope this helps, Stephan (I wish the daemon would automatically disable gone bad symbols/sids, but I was not able to make the main thread survive die() calls deep down in 'third-party' libraries. If someone knowns how, please tell me) > Please treat as urgent and give necessary advise. > > > > Regards, > > > > Makinde Olojede > > > > > |
From: Stephan E. <st...@sh...> - 2009-01-25 16:01:13
|
Hello @all, this is a maintentance release over 0.13.1. Its got a number of fixes, external_packages have been updated, there are usability improvements and the ChartDisplay can draw logarithmic charts now. get 0.13.2 from SourceForge: https://sourceforge.net/project/showfiles.php?group_id=96778&package_id=103452&release_id=656110 also check the project page for details: http://stockmaniac.sourceforge.net/index.php?option=com_content&task=view&id=65&Itemid=68 all database update scripts are included in the release, as usual. Have Fun, Stephan Release Notes * PortfolioManager/SelectPortfolio: ability to specify the order in which portfolios are listed in the manager and in the select-dropdown on the main page * ChartDisplay: ability to draw logarithmic charts (note: y-scale is locked to the powers of base, ie. 10, 100, 1000,... thats a limitation in the jpgraph library) * FundamentalData: highlight year rows for better readability * FundamentalData: ability show figure table in large * QuoteRecords: dont report pivot point hits when recording in the same column already * QuoteRecords: ability to show records table in large * BUGFIX #2169208: sql error when removing position in Maintenance plugin * general: the 'Portfolio' table has been converted to new db naming convention * updated external_packages SHA1 Sums 5da303915d9f696ffad5f165ddc9028ca6779c8b stockmaniac-0.13.2-2.el5.src.rpm 583756a9b3b31baa2138fadd7864bd47a83d1a8b stockmaniac-0.13.2-2.fc10.src.rpm 6e3ea2648d8882040d8b1b8c9bef70c71bee6ffd stockmaniac- daemon-0.13.2-2.el5.noarch.rpm 18dea72ad1a09df19b64a106578042d22cd4ec72 stockmaniac- daemon-0.13.2-2.fc10.noarch.rpm 7dd70eead2818fd2e10e031827ae7b64dcb051f7 stockmaniac-daemon-0.13.2.tar.gz 8cbd3db07a047f31441f01f0c41df5d958236e53 stockmaniac- gui-0.13.2-2.el5.noarch.rpm f54fd19c5c595ce4173f0d959f8ce7a1065f3ad6 stockmaniac- gui-0.13.2-2.fc10.noarch.rpm cd2a77c9901b693a7d67ab849ab4290a317257ab stockmaniac-gui-0.13.2.tar.gz cd3ab0a96dd5562f7651e9c3333d2a560cfb013f stockmaniac- manual-0.13.2-2.el5.noarch.rpm 505d785ae6ff3fdfb80624096651b801f54bd76c stockmaniac- manual-0.13.2-2.fc10.noarch.rpm 91dd6d90798b749306885fa2d235c12885559dd9 stockmaniac-manual-0.13.2.tar.gz c4977f009e233813a39f025a297805226c812973 stockmaniac-src-0.13.2.tar.gz |
From: Stephan E. <st...@sh...> - 2008-12-05 19:02:58
|
Hi, On Friday 05 December 2008 09:15:01 am makinde olojede wrote: > Thanks Stephan for your quick response. I am now very familiar with > StockManiac after a successful setup. good to hear that. :-) > I want to insert data directly into the ‘Quote’ table but I cannot > really understand the date format of the date column. For instance using > your test data (mysql-testdata) if the date column data of the quote > table is ‘1228117140’ what does it means? I cannot relate it with date > format like yyyymmdd or ddmmyyy or MMDDyyyy etc. its unixtime. That is seconds from 1/1/1970. You can use the mysql functions FROM_UNIXTIME() and UNIX_TIMESTAMP() to convert it to a human readable string and vice-versa respectively. The mysql reference has details on how to use it: http://dev.mysql.com/doc/refman/5.1/en/date-and-time-functions.html#function_from-unixtime and http://dev.mysql.com/doc/refman/5.1/en/date-and-time-functions.html#function_unix-timestamp > N.B Please help me give a quick reply. I would have sent this earlier > but because I was out of reach for sometime now. sorry, I was away for a couple of days without e-mail access... regards, stephan > > Regards, > > > > Makinde Olojede > > > > Nigeria. > > > > -----Original Message----- > From: Stephan Ebelt [mailto:st...@sh...] > Sent: 29 November 2008 21:12 > To: sto...@li... > Cc: makinde olojede > Subject: Re: [StockManiac-users] how to include my Quote source > > > > Hello, > > On Friday 28 November 2008 11:14:25 am makinde olojede wrote: > > Thanks for this great work. I just successfully installed StockManiac > > > > Release 0.13.1 and I really like the whole concept. > > thanks, appreciated. Please see my answers below: > > Firstly, I want to ask how I can include Quote Source for my country’s > > > > Daily Stock price so that I can customize it for my personal use. > > provided the daemon is installed and running properly (Finance::Quote > works, > > etc...) use the stockmaniac-admin tool with --update-sources to populate > the > > database with all modules that Finance::Quote provides. > > > > the modules will then be available in the ObjectManager where you can > assign > > them to the securities and manually test quote lookups etc... > > > > F::Q has quite a lot modules so there's a good chance that your symbols > are > > available through one of these... ie yahoo has a lot. Its usually a > matter of > > trying. You can also give an example symbol and i'll try to look it up. > > > Secondly, If I want to manually update the “stock” table to include > > the > > > daily stock price of my portfolio is it possible? And what other > > things > > > do I need to do to make this possible. > > you can insert data directly through sql. The web-gui will just take it. > > > There's no magic here. Of course you need to know the internal IDs (most > > > importantly 'SID') that correspond to a given security. 'SID' is created > when > > a security is created and does not change from then. All price > information > > are stored in the 'Quote' table. > > > > ahh, and a side note: I change the database schema rather frequently > from > > release to release, so surprises can happen :-) > > > Lastly, is there any user manual that can take users through how to > > use > > > the product generally. > > unfortunately not. I have ideas on that but not the time... here is a > jump > > start: > > > > its design is pretty intuitive (I think). Ie. functionality appears only > at > > places where it can actually be used, no dead buttons, etc... > > > > All things more-or-less circle around positions (the left hand side on > the > > main page). Positions are organized in portfolios and can be created on > the > > main page (if starting with a empty database you need at least one > security > > => create it in ObjectManager). > > > > A position consist of a[ny] number of transactions (a.k.a. "orders"). > There is > > the 'Orders' plugin on the right hand side that lets you create buy or > sell > > orders in the position. New orders are in 'pending' state until they > expire > > or get executed. The amount of shares in a position is made up by > applying > > all relevant orders up to the given date. > > > > When all shares in a position are sold it will close the position by > default. > > That basically means you can't add any new orders to it. If you wanna > buy the > > same security again, create a new position. > > > > As with the Orders plugin there are a number of other plugins available > on the > > right hand side. Those are all context sensitive to the currently > selected > > position. So you can cycle the plugins on a position or cycle the > positions > > on a plugin. Sounds a bit complicated but is actually easy and quite > handy. > > On that level there is a Chart, Documents, Dividend, Risk... etc.. > > > > The "Date Bar" on top is to browse the portfolio on the time axis. You > can > > type in and jump to a specific date/portfolio or browse the days by > hand. > > There are no limits here. If you enter orders today and date them, say, > 2 > > years ago it will treat them accordingly. > > There is one caveat to it: the position must be created *before* any of > the > > orders in it. Weird things happen otherwise. ;-) > > > > To enter past transactions its best to move back in time and create the > > position one day before the first order happened. Ie. to enter a order > from > > 07/20/2003 walk back to 07/19/2003, create the position, move on to > > 07/20/2003 and create the order(s). > > > > The procedure for "present" is to create a position as soon as a > security is > > of interest and enter the orders whenever they happen (which is > > usually "later"). Time can be confusing from time to time. :-) > > > > The "Asset Overview" plugin (bar on top of main page) gives a total view > on > > all portfolios at once. Its also time browsable like the main page. > > > > > > Hope this gives a start. Everything else should come into play once you > got > > used to it. If you run into anything, just feel free to ask. > > > > have fun, > > stephan > > > Best regards, > > > > > > > > > > > > > > > > Makinde Olojede > > > > > > > > > > > > > > > > Lagos, Nigeria. |
From: makinde o. <mak...@cd...> - 2008-12-05 08:09:43
|
Thanks Stephan for your quick response. I am now very familiar with StockManiac after a successful setup. I want to insert data directly into the ‘Quote’ table but I cannot really understand the date format of the date column. For instance using your test data (mysql-testdata) if the date column data of the quote table is ‘1228117140’ what does it means? I cannot relate it with date format like yyyymmdd or ddmmyyy or MMDDyyyy etc. N.B Please help me give a quick reply. I would have sent this earlier but because I was out of reach for sometime now. Regards, Makinde Olojede Nigeria. -----Original Message----- From: Stephan Ebelt [mailto:st...@sh...] Sent: 29 November 2008 21:12 To: sto...@li... Cc: makinde olojede Subject: Re: [StockManiac-users] how to include my Quote source Hello, On Friday 28 November 2008 11:14:25 am makinde olojede wrote: > Thanks for this great work. I just successfully installed StockManiac > Release 0.13.1 and I really like the whole concept. thanks, appreciated. Please see my answers below: > Firstly, I want to ask how I can include Quote Source for my country’s > Daily Stock price so that I can customize it for my personal use. provided the daemon is installed and running properly (Finance::Quote works, etc...) use the stockmaniac-admin tool with --update-sources to populate the database with all modules that Finance::Quote provides. the modules will then be available in the ObjectManager where you can assign them to the securities and manually test quote lookups etc... F::Q has quite a lot modules so there's a good chance that your symbols are available through one of these... ie yahoo has a lot. Its usually a matter of trying. You can also give an example symbol and i'll try to look it up. > Secondly, If I want to manually update the “stock” table to include the > daily stock price of my portfolio is it possible? And what other things > do I need to do to make this possible. you can insert data directly through sql. The web-gui will just take it. There's no magic here. Of course you need to know the internal IDs (most importantly 'SID') that correspond to a given security. 'SID' is created when a security is created and does not change from then. All price information are stored in the 'Quote' table. ahh, and a side note: I change the database schema rather frequently from release to release, so surprises can happen :-) > Lastly, is there any user manual that can take users through how to use > the product generally. unfortunately not. I have ideas on that but not the time... here is a jump start: its design is pretty intuitive (I think). Ie. functionality appears only at places where it can actually be used, no dead buttons, etc... All things more-or-less circle around positions (the left hand side on the main page). Positions are organized in portfolios and can be created on the main page (if starting with a empty database you need at least one security => create it in ObjectManager). A position consist of a[ny] number of transactions (a.k.a. "orders"). There is the 'Orders' plugin on the right hand side that lets you create buy or sell orders in the position. New orders are in 'pending' state until they expire or get executed. The amount of shares in a position is made up by applying all relevant orders up to the given date. When all shares in a position are sold it will close the position by default. That basically means you can't add any new orders to it. If you wanna buy the same security again, create a new position. As with the Orders plugin there are a number of other plugins available on the right hand side. Those are all context sensitive to the currently selected position. So you can cycle the plugins on a position or cycle the positions on a plugin. Sounds a bit complicated but is actually easy and quite handy. On that level there is a Chart, Documents, Dividend, Risk... etc.. The "Date Bar" on top is to browse the portfolio on the time axis. You can type in and jump to a specific date/portfolio or browse the days by hand. There are no limits here. If you enter orders today and date them, say, 2 years ago it will treat them accordingly. There is one caveat to it: the position must be created *before* any of the orders in it. Weird things happen otherwise. ;-) To enter past transactions its best to move back in time and create the position one day before the first order happened. Ie. to enter a order from 07/20/2003 walk back to 07/19/2003, create the position, move on to 07/20/2003 and create the order(s). The procedure for "present" is to create a position as soon as a security is of interest and enter the orders whenever they happen (which is usually "later"). Time can be confusing from time to time. :-) The "Asset Overview" plugin (bar on top of main page) gives a total view on all portfolios at once. Its also time browsable like the main page. Hope this gives a start. Everything else should come into play once you got used to it. If you run into anything, just feel free to ask. have fun, stephan > > > Best regards, > > > > Makinde Olojede > > > > Lagos, Nigeria. |
From: makinde o. <mak...@cd...> - 2008-12-03 07:51:45
|
Thanks Stephan for your quick response. I am now very familiar with StockManiac after a successful setup. I want to insert data directly into the ‘Quote’ table but I cannot really understand the date format of the date column. For instance using your test data (mysql-testdata) if the date column data of the quote table is ‘1228117140’ what does it means? I cannot relate it with date format like yyyymmdd or ddmmyyy or MMDDyyyy etc Regards, Makinde Olojede Nigeria. -----Original Message----- From: Stephan Ebelt [mailto:st...@sh...] Sent: 29 November 2008 21:12 To: sto...@li... Cc: makinde olojede Subject: Re: [StockManiac-users] how to include my Quote source Hello, On Friday 28 November 2008 11:14:25 am makinde olojede wrote: > Thanks for this great work. I just successfully installed StockManiac > Release 0.13.1 and I really like the whole concept. thanks, appreciated. Please see my answers below: > Firstly, I want to ask how I can include Quote Source for my country’s > Daily Stock price so that I can customize it for my personal use. provided the daemon is installed and running properly (Finance::Quote works, etc...) use the stockmaniac-admin tool with --update-sources to populate the database with all modules that Finance::Quote provides. the modules will then be available in the ObjectManager where you can assign them to the securities and manually test quote lookups etc... F::Q has quite a lot modules so there's a good chance that your symbols are available through one of these... ie yahoo has a lot. Its usually a matter of trying. You can also give an example symbol and i'll try to look it up. > Secondly, If I want to manually update the “stock” table to include the > daily stock price of my portfolio is it possible? And what other things > do I need to do to make this possible. you can insert data directly through sql. The web-gui will just take it. There's no magic here. Of course you need to know the internal IDs (most importantly 'SID') that correspond to a given security. 'SID' is created when a security is created and does not change from then. All price information are stored in the 'Quote' table. ahh, and a side note: I change the database schema rather frequently from release to release, so surprises can happen :-) > Lastly, is there any user manual that can take users through how to use > the product generally. unfortunately not. I have ideas on that but not the time... here is a jump start: its design is pretty intuitive (I think). Ie. functionality appears only at places where it can actually be used, no dead buttons, etc... All things more-or-less circle around positions (the left hand side on the main page). Positions are organized in portfolios and can be created on the main page (if starting with a empty database you need at least one security => create it in ObjectManager). A position consist of a[ny] number of transactions (a.k.a. "orders"). There is the 'Orders' plugin on the right hand side that lets you create buy or sell orders in the position. New orders are in 'pending' state until they expire or get executed. The amount of shares in a position is made up by applying all relevant orders up to the given date. When all shares in a position are sold it will close the position by default. That basically means you can't add any new orders to it. If you wanna buy the same security again, create a new position. As with the Orders plugin there are a number of other plugins available on the right hand side. Those are all context sensitive to the currently selected position. So you can cycle the plugins on a position or cycle the positions on a plugin. Sounds a bit complicated but is actually easy and quite handy. On that level there is a Chart, Documents, Dividend, Risk... etc.. The "Date Bar" on top is to browse the portfolio on the time axis. You can type in and jump to a specific date/portfolio or browse the days by hand. There are no limits here. If you enter orders today and date them, say, 2 years ago it will treat them accordingly. There is one caveat to it: the position must be created *before* any of the orders in it. Weird things happen otherwise. ;-) To enter past transactions its best to move back in time and create the position one day before the first order happened. Ie. to enter a order from 07/20/2003 walk back to 07/19/2003, create the position, move on to 07/20/2003 and create the order(s). The procedure for "present" is to create a position as soon as a security is of interest and enter the orders whenever they happen (which is usually "later"). Time can be confusing from time to time. :-) The "Asset Overview" plugin (bar on top of main page) gives a total view on all portfolios at once. Its also time browsable like the main page. Hope this gives a start. Everything else should come into play once you got used to it. If you run into anything, just feel free to ask. have fun, stephan > > > Best regards, > > > > Makinde Olojede > > > > Lagos, Nigeria. |
From: Stephan E. <st...@sh...> - 2008-11-29 20:11:57
|
Hello, On Friday 28 November 2008 11:14:25 am makinde olojede wrote: > Thanks for this great work. I just successfully installed StockManiac > Release 0.13.1 and I really like the whole concept. thanks, appreciated. Please see my answers below: > Firstly, I want to ask how I can include Quote Source for my country’s > Daily Stock price so that I can customize it for my personal use. provided the daemon is installed and running properly (Finance::Quote works, etc...) use the stockmaniac-admin tool with --update-sources to populate the database with all modules that Finance::Quote provides. the modules will then be available in the ObjectManager where you can assign them to the securities and manually test quote lookups etc... F::Q has quite a lot modules so there's a good chance that your symbols are available through one of these... ie yahoo has a lot. Its usually a matter of trying. You can also give an example symbol and i'll try to look it up. > Secondly, If I want to manually update the “stock” table to include the > daily stock price of my portfolio is it possible? And what other things > do I need to do to make this possible. you can insert data directly through sql. The web-gui will just take it. There's no magic here. Of course you need to know the internal IDs (most importantly 'SID') that correspond to a given security. 'SID' is created when a security is created and does not change from then. All price information are stored in the 'Quote' table. ahh, and a side note: I change the database schema rather frequently from release to release, so surprises can happen :-) > Lastly, is there any user manual that can take users through how to use > the product generally. unfortunately not. I have ideas on that but not the time... here is a jump start: its design is pretty intuitive (I think). Ie. functionality appears only at places where it can actually be used, no dead buttons, etc... All things more-or-less circle around positions (the left hand side on the main page). Positions are organized in portfolios and can be created on the main page (if starting with a empty database you need at least one security => create it in ObjectManager). A position consist of a[ny] number of transactions (a.k.a. "orders"). There is the 'Orders' plugin on the right hand side that lets you create buy or sell orders in the position. New orders are in 'pending' state until they expire or get executed. The amount of shares in a position is made up by applying all relevant orders up to the given date. When all shares in a position are sold it will close the position by default. That basically means you can't add any new orders to it. If you wanna buy the same security again, create a new position. As with the Orders plugin there are a number of other plugins available on the right hand side. Those are all context sensitive to the currently selected position. So you can cycle the plugins on a position or cycle the positions on a plugin. Sounds a bit complicated but is actually easy and quite handy. On that level there is a Chart, Documents, Dividend, Risk... etc.. The "Date Bar" on top is to browse the portfolio on the time axis. You can type in and jump to a specific date/portfolio or browse the days by hand. There are no limits here. If you enter orders today and date them, say, 2 years ago it will treat them accordingly. There is one caveat to it: the position must be created *before* any of the orders in it. Weird things happen otherwise. ;-) To enter past transactions its best to move back in time and create the position one day before the first order happened. Ie. to enter a order from 07/20/2003 walk back to 07/19/2003, create the position, move on to 07/20/2003 and create the order(s). The procedure for "present" is to create a position as soon as a security is of interest and enter the orders whenever they happen (which is usually "later"). Time can be confusing from time to time. :-) The "Asset Overview" plugin (bar on top of main page) gives a total view on all portfolios at once. Its also time browsable like the main page. Hope this gives a start. Everything else should come into play once you got used to it. If you run into anything, just feel free to ask. have fun, stephan > > > Best regards, > > > > Makinde Olojede > > > > Lagos, Nigeria. |
From: makinde o. <mak...@cd...> - 2008-11-28 10:48:56
|
Thanks for this great work. I just successfully installed StockManiac Release 0.13.1 and I really like the whole concept. Firstly, I want to ask how I can include Quote Source for my country’s Daily Stock price so that I can customize it for my personal use. Secondly, If I want to manually update the “stock” table to include the daily stock price of my portfolio is it possible? And what other things do I need to do to make this possible. Lastly, is there any user manual that can take users through how to use the product generally. Best regards, Makinde Olojede Lagos, Nigeria. |
From: Makinde O. <mak...@ya...> - 2008-11-28 10:08:42
|
Thanks for this great work. I just successfully installed StockManiac Release 0.13.1 and I really like the whole concept. Firstly, I want to ask how I can include Quote Source for my country’s Daily Stock price so that I can customize it for my personal use. Secondly, If I want to manually update the “stock” table to include the daily stock price of my portfolio is it possible? And what other things do I need to do to make this possible. Lastly, is there any user manual that can take users through how to use the product generally. Best regards, Makinde Olojede Lagos, Nigeria. |
From: Stephan E. <ste...@gm...> - 2007-09-17 18:43:15
|
Hello Khalid, On Monday 17 September 2007 01:13:47 Khalid J Hosein wrote: > > Hi Stephan - thanks for the quick reply. Here is the latest error message: > > *Fatal error*: Class gui: Cannot inherit from undefined class session in * > /home/kjhcom/public_html/sm/lib/gui.class.php* on line *15* hmm, just a guess: try changing 'session' to 'Session' on line 15. Stephan |
From: Khalid J H. <kjh...@gm...> - 2007-09-16 23:13:49
|
On 9/16/07, Stephan Ebelt <ste...@gm...> wrote: > > Hello Khalid, > > "Khalid J Hosein" <kjh...@gm...> wrote: > > Hi there - I was just running 0.10.0 successfully, but when I upgraded > to > > 0.11.1, I got this error message: > > > > *Parse error*: syntax error, unexpected '&', expecting T_VARIABLE or '$' > in > > */path-to-sm/lib/gui.class.php* on line *63* > > > > Any ideas? Thx! > > yes. Looks like you are running PHP 4.x. The syntax I used did not exist > back then. Attached are two files which I had to fix in order to get the > online demo going (SourceForge also runs 4.x). Just replace those from the > release. The 'run.php' file is to replace <sm install > path>/plugins/SelectDay/run.php. > > There /may/ be other places with this problem. Please let me know if you > find more. > > regards, > Stephan Hi Stephan - thanks for the quick reply. Here is the latest error message: *Fatal error*: Class gui: Cannot inherit from undefined class session in * /home/kjhcom/public_html/sm/lib/gui.class.php* on line *15* _Khalid |
From: Stephan E. <ste...@gm...> - 2007-09-16 18:11:48
|
Hello Khalid, "Khalid J Hosein" <kjh...@gm...> wrote: > Hi there - I was just running 0.10.0 successfully, but when I upgraded = to > 0.11.1, I got this error message: >=20 > *Parse error*: syntax error, unexpected '&', expecting T_VARIABLE or '$' in > */path-to-sm/lib/gui.class.php* on line *63* >=20 > Any ideas? Thx! yes. Looks like you are running PHP 4.x. The syntax I used did not exist back then. Attached are two files which I had to fix in order to get the online demo going (SourceForge also runs 4.x). Just replace those from the release. The 'run.php' file is to replace <sm install path>/plugins/SelectDay/run.php. There /may/ be other places with this problem. Please let me know if you find more. regards, Stephan |
From: Khalid J H. <kjh...@gm...> - 2007-09-16 12:19:06
|
Hi there - I was just running 0.10.0 successfully, but when I upgraded to 0.11.1, I got this error message: *Parse error*: syntax error, unexpected '&', expecting T_VARIABLE or '$' in */path-to-sm/lib/gui.class.php* on line *63* Any ideas? Thx! -- _Khalid http://kjh.com |
From: Stephan E. <eb...@us...> - 2007-09-15 15:01:39
|
Hello, this is just a maintenance release over 0.11.0 to get rid of some annoying things. Only code fixes, no new features, no database changes. Feel free to upgrade. Its easy. If you did not upgrade to 0.11.0 yet: read the 0.11.0 Announcement and Release Notes (http://stockmaniac.sourceforge.net/index.php?option=com_content&task=view&id=60&Itemid=65) first since there are some significant changes. Then just upgrade to 0.11.1 directly. There is no need to do any extra steps from <your version> to 0.11.1.... get 0.11.1 from SourceForge (http://sourceforge.net/project/showfiles.php?group_id=96778&package_id=103452&release_id=539694) btw: the Online Demo has been updated! Have Fun! Stephan |
From: Stephan E. <eb...@us...> - 2007-08-18 23:04:16
|
Now its done! 0.11.0 is out now and took much longer than I initially expected. CSS/XHTML might be nice technologies... they are definitely very time consuming. Wink Anyhow, I ripped apart all templates, removed all the formatting, put the document structure in shape (ie the way XHTML should be) and wrote 1.5 kilo lines of CSS code to get all this formatted. Along the way I improved many details making the user interface much more intuitive and easier to use... I think. Still... after all these changes... it doesnt look much different. Har Har. No kidding. I am conservative (and no graphics artist btw). I kept the basics of the layout as they used to be. No re-inventing the wheel. Just made it roll better. But! The new GUI is themable. Its an open design which allows to do whatever CSS can do. Since there is no formatting in the templates anymore its possible to apply an entirely different look to the entire application, just be replacing the CSS code. If you have a good Idea, just go ahead! Take a look at the implementation details in doc/README.themes, write the CSS code and submit it to me. I would be glad to add more themes to trunk. There are a number of new features as well. Most notable are probably the time tags. Its a report kind of thing that allows to put a "label" on a range of time, then shows whatever StockManiac knows in a organized manner. Just try it, its cool. Then there is the Tax Report, giving a list of all sale transactions per year, but from the purchase (that is "FIFO") point of view. Usually authorities look at it that way. And even if not, it gives some kind of overview. Have a look at Realease Notes and ChangeLog files for more. Packages are available for Fedora Core 6 and Fedora 7 this time. I may build for other distributions if I have the time. If you want something specific, drop me a note. If you want to build yourself, have a look at the platforms/ directory in the "src" package. see project page (http://stockmaniac.sourceforge.net/) for more details and/or get 0.11.0 from http://sourceforge.net/project/showfiles.php?group_id=96778&package_id=103452&release_id=533157 Have Fun! Stephan Release Notes * new user interface o no table based layout anymore, its all (more-or-less) nice XHTML code formated with CSS o many usability improvements o completely themeable, the admin may set a system wide default, users can select the theme they want to use o all themes are available as "alternate stylesheet" at any time. If your browser supports this, just toggle them as you like. (ie in Firefox use the View=>Page Style=>... menu) o see doc/README.themes for details on the implementation o (oh, the included "Modern Green" theme, btw, is just a skeleton. I did not finish it since the "classic" one took that long. Its only there to show that theme related mechanism actually work. I may finish it one time, there are some ideas in mind) * feature: Time Tags o such a tag is basically a report on everything that happened within a specified range of time. Comments written, Transactions done, News that came in.. just everything StockManiac knows... * feature: Tax Relevant Orders Report o part of Asset plugin o lists all sale orders that happened during a fiscal year (January 1st to December 31st), across all portfolio) o this does not fill your tax forms! But may help to get a initial overview. * revamped NewsReader GUI o don't remember how often I've done that actually... now its quite good usable I guess, but still could use some more speed * ATTENTION: Monitors have been dropped o as previously announced, this release drops the "Monitor" implementation (since they have been broken since 0.9.3 and nobody voted to keep/migrate them) o all monitor records will be REMOVED from your database during the upgrade process, if you want to keep the data, convert manually to portfolios before upgrading to 0.11.0! o note that watching stocks is not impossible from now on since regular Portfolios can be utilized as watchlists in a quite convenient and flexible way: + create a portfolio called "watchlist" (or whatever name you like) + add positions for everything you like to watch + If your idea does not work out, remove the position with the "Maintenance" plugin + If it does workout, use the "Transfer" feature in the Portfolio Management plugin to move the position to a "real" Bank Account... of course you may also just watch things beside the other positions in a account. + Bottom line is: as long as there are no orders executed, you can delete a position at any time and you can always move positions around * SERIOUS BUGFIX: once authenticated it was possible to specify arbitrary PnIDs or PIDs and obtain data from other user accounts that way. (this bug has been fixed by adding additional UID checks) * BUGFIX: #1754303 delete account feature broken * BUGFIX: #1610845 stock without symbol (this does only fix the database side the GUI is already fixed) * BUGFIX: #1515912 order comments too short * BUGFIX: #1699797 order executes not properly * many more fixes as I found them, see ChangeLog file (ie grep for 'BUGFIX' to get a list) |
From: Stephan E. <ste...@gm...> - 2007-01-27 22:45:46
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new Year, new Release! And, as announced previously, its being released before New Years Eve! ;-) This release is sort-of a milestone because it drops the old half-embedded fetch-quotes.pl script and thus, makes the daemon (introduced in 0.9.8) the primary retrieval mechanism for Quotes and News Feeds. That makes everything pretty seemless now, but still allows interaction where necessary. Especially the new 'test symbol lookup' is quite handy while creating new stocks. Also you can now see everything the daemon has discovered from the Quote Source site. The old script silently ignored this data. Depending on the site, this might be much more information specific to your stock/mutual-fund/option/... As a side note: I still ship the last version of fetch-quotes.pl separately. For those who want to keep using it. This is only possible since there are no database changes in this release. At some point fetch-quotes.pl will stop working. I do not maintain it any longer. A new command line utility has been created. Mainly to centralize functionality and to improve security on the database level. That is: GUI as well as Daemon should access the database with as less privileges as possible. This is important to prevent an attacker from further escalating things once she has broken through the GUI or Daemon (because of some bug, configuration mistake, ... etc... one never knows). I recommend to drop all StockManiac related SQL accounts and re-create them with the stockmaniac-admin tool. The Finance::Quote project has released a new version (1.13) just recently. Fedora-extras provides updated packages already. Do not hesitate to upgrade, as there are new quote sources and a number fixes. If you hold german funds: I recently wrote a module for cominvest (adig) and reworked the dwsfunds module. Both has been sent upstream and should (hopefully) be included in the next Finance::Quote release. Let me know if you want it now... Documentation is, as usual, in the INSTALL files and now just go ahead and download... http://sourceforge.net/project/showfiles.php?group_id=96778&package_id=103452&release_id=481888 One more thing: there is still one annoying bug in the daemon. At startup you'll see a Segmentation fault and, as a consequence, the init script reports a failure. This is some memory thing, which I wasn't able to figure out yet. Good news is: it does no harm. Watch the process list and messages file. You'll see the daemon starting up properly. Enjoy and please report bugs, Stephan Release Notes: - BUGFIX #1588805 - Cash Flow Forecast incorrect? - BUGFIX #1581122 - document download link broken (re-opened) - BUGFIX #1581122 - document download link broken - BUGFIX #1588181 - potential sql syntax error - BUGFIX #1611022 - weird warning about missing quote source - BUGFIX #1588797 - date input box not working as expected - BUGFIX #1577766 - SQL Syntax Error - many fixes for other, not tracked, bugs (see ChangeLog files) - dropped ObjectUpdater plugin * the daemon is now the primary quote and feed retrieval mechanism * fetch-quotes.pl is still shipped separatly as long as there are no database changes that prevent it from working properly (ie: it is not maintained any longer) - added XML-RPC server subsystem to the daemon * listen for requests from the GUI (immediate quote updates, quick symbol lookup, apply config changes, etc...) * adds a new depencendy: RPC::XML - added XML-RPC client facility to the GUI * used to contact the Daemon * this adds a new dependency: php-xmlrpc, see INSTALL for details - extended the ObjectManager to make use of the XML-RPC facility * tell the daemon when a stocks' (or feeds') parameters have changed * offer symbol lookups while creating a new stock (no need to guess anymore, just tune the symbol/source/extension until you get a sufficient result) - extended the InfoDisplay to make use of the XML-RPC facility * show two tabs: one with Quote and Investment details from the database (time-browsing sensitive), one with most recent quote data straight from the daemon (not time-browsing sensitive) * the second tab shows all fields that Finance::Quote has discovered from the quote source. Depending on the source, this is a lot more than what StockManiac is currently using. - various improvements in the Daemon * the internal workflow has been re-designed almost from scratch to get this working (see doc/README.stockmaniacd, doc/stockmaniacd-workflow.odg and doc/stockmaniacd-class-structure.odg) * less uncommon dependencies (ie no more Thread::Queue::Any) * keep less accounting data for feeds in memory (ie free it) * added POD documentation to stockmaniacd (try perldoc stockmaniacd) to document all command line parameters * Workitems are now defined as class, not just a data structure * implemented missing command line parameters (--username, --groupname), ability to drop privileges during startup * many fixes (ie STDOUT and STDERR are not closed but redirected to /dev/null now, do not re-read stockmaniacd.conf all the time, ...) - various improvements in the GUI * minor layout improvements in Portfolio, ObjectManager, Asset * updated external packages (smarty, jpgraph, jpgraph1 - not tested on PHP4!) * adjusted Migration plugin to require a independed SQL login to run the migration scripts (since the restricted accounts are not sufficient for this) * minor fixes here and there - new stockmaniac-admin command line tool * to create restricted SQL accounts for GUI and Daemon (it is strongly recommended to use this as it makes the installation much more secure) * to update/wipe the quote sources cache (list of Finance::Quote modules) * mySQL-CreateUser.pl has been dropped * includes POD documentation for all parameters (try perldoc stockmaniac-admin) - new PositionMaintenance plugin * administrative tools to maintain a position * set/remove a comment * remove the position (only as long as its totaly empty) * manually close a position (when it is at 0 shares and has been kept open) |
From: Stephan E. <ste...@gm...> - 2007-01-11 19:36:41
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Hello, On Thursday 11 January 2007 12:33, Navneet Karnani wrote: > Hi, > > I want to use StockManiac for my personal finance management. I currently > have a personal domain hosted on lunarpages. They allow me to upload PHP, > Perl and CGI scripts to run my site. ok. but first, when I hear hosting, I must write a little disclaimer cause I heard horrible stories about the security at such providers (I do not know lunarpages, could be a good one though, but still). If that server hosts multiple customers then I would not put my personal finance data on it. The combination of PHP/mysql/apache/shell/ftp/... just provides way too many possibilities to feel secure along with 1000 other accounts. If your have your own server system, I would still ask them about security measures cause network segments of hosting ISPs are always primary targets for all those guys who want "install" their bots - finally StockManiac is not that bullet proof. For paper investing only, its probably ok. > Can you help me figure out how I can put it up there ? Note, I can't > install and RPMs, etc there. sure. I see no big problem to get the GUI part working (given the information I have). You need the tarball package (stockmaniac-gui-*.tgz). Its pretty flexible, but requires more manual work. If you do not have a shell account, you can prepare the installation on a local system and copy it. The INSTALL file (inside the tarball) tells pretty much what to do. In your case it might need additional tweeks in path.inc.php. The most important point is that it must have one directory where it can write compiled templates and session data (which is often problematic on a hosting server with many accounts). The daemon part could be more problematic. It has a couple requirements which are not that standard. Especially Finance::Quote and threads >= 1.38. Since you can not install in the system, you may try to fill the lib/ directory with everything thats missing. As long as its pure perl thats easy. I dont know if modules with C components can be installed that way. A list of dependencies is in the INSTALL file in the stockmaniac-daemon-*.tgz package. The daemon must be able to connect to 'the world' to retrieve data. Beside that its pretty self-contained and runs anywhere you put it. good news: the 0.10.0 daemon will have less non-standard dependencies. Bad news: on a host with many customers you will probably not want to use the new XML-RPC listener as anybody would be able to talk to it... which shrinks the functionality quite a lot. two more things: - the daemon takes quite some memory and depending on the number of stocks/feeds it'll establish many network connections. Check your ISPs terms & conditions whether this is ok. - log data is send through syslog. I dont know if your ISP likes that. With 0.9.9 there is no way to redirect it to a file. With 0.10.0 you could 'missuse' the debug mode... 0.10.0 is 95% ready. But not yet released. There are still some bugs I have to solve. > If this works, I may be able to contribute to StockManiac as a developer > too. thanks. any help is appreciated. > Any help / documentation link will be appreciated. all documentation is in the doc/ dir in the gui package. Most important are the INSTALL files in each package. The other files are more development related. But browsing through does no harm. :-) Stephan |
From: Navneet K. <na...@my...> - 2007-01-11 11:33:44
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Hi, I want to use StockManiac for my personal finance management. I currently have a personal domain hosted on lunarpages. They allow me to upload PHP, Perl and CGI scripts to run my site. Can you help me figure out how I can put it up there ? Note, I can't install and RPMs, etc there. If this works, I may be able to contribute to StockManiac as a developer too. Any help / documentation link will be appreciated. - Navneet |