Bugs - Graphs and Reports

Mario's Avatar

Mario

15 Jan, 2025 10:09 PM

Bug #1
I customised the "Income and Expenses" report and saved it as "Income by Month". This subsequently appears on the Summary page under a heading called "Memorised Graphs and Reports". Click on this heading gives a Java runtime error as per the attachment.

Bug #2
Select "Tools menu -> Graphs and Reports". Does nothing.

Question: How do I delete a memorised Graph and Report?

  1. 1 Posted by Mario on 15 Jan, 2025 10:11 PM

    Mario's Avatar

    Forgot to mention i'm using the latest moneydance: Version 2024.2 (5172)

  2. 2 Posted by Stuart Beesley ... on 15 Jan, 2025 10:40 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Grab help/console and upload that here.

  3. 3 Posted by Mario on 16 Jan, 2025 03:01 AM

    Mario's Avatar

    Console text is attached here. The first exception is Bug #1 and the second/third is Bug #2

  4. 4 Posted by Stuart Beesley ... on 16 Jan, 2025 08:51 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I believe all errors point to the same issue. The PriceHistoryReport (security price history). This is a bug that’s actually fixed in the latest alpha.

    In essence, the PHR has selected / saved securities that no longer exist. In tools/securities do you have anything listed?

    Try this.
    - using the left hand side bar, click on the PHR, edit setting, and reset. Click away. - delete any memorised PHR reports. Right click, delete report.

    Now try all the above things that error’ed before and tell me if it helped.

    Failing that, you could test the alpha, but testing only…..
    https://infinitekind.com/prepreview

  5. 5 Posted by Mario on 16 Jan, 2025 10:35 PM

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    Hi Stuart,
    Thanks for confirming the bug(s) and glad you've addressed them in the latest alpha. To answer your questions:

    1. Tools -> Securities. I have four securities listed that have many transactions and I actively use. No securities that no longer exist.

    2. LHS side bar, click on "Security Price History". Says "There is nothing to report". Clicking on the "Settings" button does nothing so cannot edit settings and reset.

    3. I have no "memorised PHR reports" so nothing to delete. This brings me to my question from the original post. How do I delete a memorised report? I have tried right clicking on the report in the sidebar but only "Remove from Sidebar" and "Open..." options appear. Also tried right click on the report on the Summary page and three "Open..." options appear. I've looked extensively in the menus/GUI but cannot find a delete option.....

    Thanks for your response. Please let me know how to delete a memorised report and then you can close this ticket. I'll wait for your alpha to be eventually released. Great software and very overall very happy since I purchased two years ago!

  6. 6 Posted by Stuart Beesley ... on 16 Jan, 2025 10:45 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Note. I’m not IK, just a user. I’ll try to send instructions on how to do this later.

  7. 7 Posted by Stuart Beesley ... on 16 Jan, 2025 10:52 PM

    Stuart Beesley (Mr Toolbox)'s Avatar
  8. 8 Posted by Stuart Beesley ... on 16 Jan, 2025 10:53 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    It’s odd that you have securities visible in tools/securities as adding one back was the fix the last time this occurred.

  9. 9 Posted by Mario on 16 Jan, 2025 10:57 PM

    Mario's Avatar

    I typed a long response but it didn't get posted so i'll be brief this time!

    - Confirmed no bugs on a brand new MD file.
    - You can delete a memorised report by clicking the same heading on the summary page.

    I'll experiment with deleting the security price history to see if that resolves the errors. It's definately something to do with Securities and/or price history.

  10. 10 Posted by Stuart Beesley ... on 16 Jan, 2025 11:03 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Can you try this:
    1) run toolbox extension. General tools. Memorised reports. Assuming that loads, can you upload the output as a text file here?

  11. 11 Posted by Mario on 16 Jan, 2025 11:25 PM

    Mario's Avatar

    A very interesting extension! Output attached.
    Meanwhile, i've made a copy of my production file and have started deleting security price history....no impact to the bug.

    Next, I will delete the buy/sell/xfer transactions and securities can't be deleted if they are in use. The four securities I have in Tools->Securities are defnately used.

  12. 12 Posted by Stuart Beesley ... on 16 Jan, 2025 11:36 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    No need to do that at all... I will send you a workaround data fix..

  13. 13 Posted by Mario on 16 Jan, 2025 11:42 PM

    Mario's Avatar

    Thanks! FYI, I've deleted every Security, Account and transaction so my play file is empty. ie. Tools->Accounts is blank and same for Tools->Securities.

    Summary page: Clicking on Memorised Graphs/Reports still gives the same runtime error.

  14. 14 Posted by Stuart Beesley ... on 16 Jan, 2025 11:46 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    ok, do this.. Window/Developer console. In the snippet area paste this code:

    s=moneydance.getCurrentAccountBook().getLocalStorage()
    v1=s.getStr("report_params.sec_price_history.accounts", None)
    v2=s.getStr("report_params.sec_price_history.currencies", None)
    print "old accounts: ", v1
    print "old currencies: ", v2
    s.put("report_params.sec_price_history.accounts", None)
    s.put("report_params.sec_price_history.currencies", None)
    v1=s.getStr("report_params.sec_price_history.accounts", None)
    v2=s.getStr("report_params.sec_price_history.currencies", None)
    print "new accounts: ", v1
    print "new currencies: ", v2
    s.save()
    

    click Run Snippet (NOT run). Look at the console output area below.. You should see old data and then new data showing None and then Finished....

    Copy this data and upload that here.

    Restart MD
    Try the report(s) again....

  15. 15 Posted by Stuart Beesley ... on 16 Jan, 2025 11:46 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    (I hope in your play file you restored a backup and UNTICKED retain sync settings?!)

  16. 16 Posted by Mario on 16 Jan, 2025 11:55 PM

    Mario's Avatar

    Stuart, you're amazing. Your snippet caused the previous runtime errors to disappear and the output is attached. You can now understand why I assumed you worked for IK and perhaps they should consider an arrangement with you!

    Thank you so much.

  17. 17 Posted by Mario on 16 Jan, 2025 11:57 PM

    Mario's Avatar

    Re: (I hope in your play file you restored a backup and UNTICKED retain sync settings?!)

    Yes I definately did untick that box! I also have MD configured to keep 5 backups and I have additional backups on USB and cloud storage :)

  18. 18 Posted by Stuart Beesley ... on 17 Jan, 2025 12:03 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    nada

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