Phillip, 

Your attachment uses a proprietary format that many might find difficult to 
open. I know I do. Perhaps you could create a pdf?

If you think you can improve the wiki page, you should just go for it. 

As for the complexity of the tools and the process, I can only agree. 

David

On May 11, 2022 11:30:47 AM EDT, Phillip Duff <phil.du...@gmail.com> wrote:
>HI,
>
>Looks like I might need some help here as well as offering a rewrite for the 
>‘How to change documentation in GNUCash, which I find difficult, confusing and 
>overly technical when the audience is documenters who may well not be 
>developers.
>
>It has taken me a whole afternoon to unravel what to do and I have rewritten 
>much of it to completely simplify it and convert it into ’These are the steps 
>you need to take;, type documentation. It is attached. If someone can look at 
>it (it isn’t complete, because as below, I am stuck) and advise me if this is 
>what they consider to be an improvement (note I have deliberately left out 
>some stuff to keep it simple and instructive rather than explanatory).
>
>Some examples + where I am currently stuck.
>
>OK, Install Git, no problem.  
>
>(Needs to have added here for Mac users that if you install XTools, you 
>already have both Git and make (which ic buried further down, too late). We 
>should simply recommend that Xtools is installed, whether it is 4Gb is 
>irrelevant in today’s world generally, and we should move away from command 
>line wherever possible for documenters.
>
>Clone it, no problem.  (Can be easily done using Tools, so I have added it).
>Create the directory structures, no problem (This is then repeated on the 
>‘Initialising build environment page, so eliminate the repeat).
>
>Now it gets interesting and very confusing. The page on make is pretty 
>confusing.
>
>You need CMake to create the directory structures inside build, but there is 
>no mention of that this needs to be downloaded.
>
>After this we are now positioned to change the documentation , as far as I can 
>see, so I would continue with the documenting of this with a clear set of the 
>instructions needed as documenters only want to know what in Git they need 
>without wading through the Git pages to work it out.
>
>
>For the Mac at least, CMake has a user interface, but for some reason the 
>author wants to bring everything back to command line level, so the Make 
>interface should be referenced. Not sure about Linux, so we can leave the 
>command line in for that.
>
>Except that when I run Cmake pointing to the src and build directories and 
>enabling Mobi, I get errors.
>
>Can’t find fop, you will be unable to generate pdf files.
>
>CMake Error in guide/C/CMakeLists.txt:
>The custom command generating
>
>/Users/philduff/Documents/gnucash-build/share/gnome/help/gnucash-guide/C/fdl-appendix.xml
>
>is attached to multiple targets:
>
>C-gnucash-guide-check
>C-gnucash-guide-ghelp
>C-gnucash-guide-html
>C-gnucash-guide-epub
>
>but none of these is a common dependency of the other(s). This is not
>allowed by the Xcode "new build system”.
>
>Note that I set the environment to Xtools since it is installed and this 
>seemed like a reasonable assumption.
>Any help ??
>
>Cheers Phil
>
> 
>
>
>
>
>
>
>> On 30 Apr 2022, at 17:21, David T. <sunfis...@yahoo.com> wrote:
>> 
>> Frank,
>> 
>> I disagree with your assertion regarding placing transitory information 
>> (such as the current state of the installation process of Finance::Quote on 
>> Macos) into documentation rather than the wiki. There's an installation page 
>> on the wiki for just that reason.
>> 
>> But this is just another example that demonstrates why I gave up trying to 
>> help manage the documentation: the fact that when push comes to shove, it's 
>> Frank's way that holds final sway on how the documentation turns out. I 
>> thank you, Frank, for reminding me of that. I'll drop out of this discussion 
>> now. Good luck, Phillip; I hope it goes well.
>> 
>> David T.
>> 
>> On 4/30/2022 10:16 AM, Frank H. Ellenberger wrote:
>>> Hi together,
>>> 
>>> Am 23.04.22 um 20:04 schrieb David T. via gnucash-user:
>>>> Phillip,
>>>> 
>>>> Good to hear that someone is interested in working on the documentation!
>>> Christian Wehling is permanently working on the manual (help) starting
>>> from translating to German and backporting improvements to the english
>>> version.
>>> Also TANIGUCHI Yasuaki has still pending PRs mostly on the Guide,
>>> Chris Good contributed updates,
>>> Pedro Albuquerque updated the pt translation …
>>> 
>>> The main bottleneck: I have currently not enough time to review and
>>> merge the pending PRs in time:
>>> https://github.com/Gnucash/gnucash-docs/pulls
>>> So I will only add a few notes here.
>>> 
>>>> Gnucash uses Bugzilla (bugs.gnucash.org) to suggest enhancements and fix 
>>>> bugs, and the documentation has its own section there. You will find that 
>>>> there are numerous documentation bugs and enhancements outstanding there.
>>>> 
>>>> There is also a good bit of information on the wiki on how changes to the 
>>>> documentation are created, edited, submitted, and approved. See, for 
>>>> example, https://wiki.gnucash.org/wiki/Documentation_Improvement. Any 
>>>> rewrites you do will of necessity follow those guidelines.
>>>> 
>>>> I'll note that the Gnucash documentation also includes the Help Manual-- 
>>>> and that information about Gnucash's use can also reside there. There has 
>>>> been a longstanding difference of opinion about what information should go 
>>>> into the Guide versus the Help, and there are areas that duplicate 
>>>> information.
>>>> 
>>>> As for the bifurcation between the Tutorial and Concepts within the Guide, 
>>>> I think that early writers focused on the Tutorial side of things, whereas 
>>>> later authors (myself included) have focused more on the concepts side. 
>>>> How that all turns out is certainly open for discussion.
>>>> 
>>>> As for specifics, updates from a fresh perspective are welcome. I'll admit 
>>>> I haven't given the Guide a close read for a while now.
>>>> 
>>>> Your comments about Finance::Quote, however, I'd suggest fit better as 
>>>> wiki material. Getting stock quotes, while certainly a useful proposition 
>>>> in a financial system, are technically outside of the formal accounting. 
>>>> Also, there are plenty of ways to get valuations without F::Q. 
>>>> Furthermore, Macos users constitute only a portion of the Gnucash user 
>>>> base, and OS-specific instructions like yours have been addressed in the 
>>>> wiki much more effectively. So, on the whole, I'd put those on the wiki. 
>>>> You might have a look at https://wiki.gnucash.org/wiki/Online_Quotes
>>> No, we consider the wiki —besides collecting stuff that goes beyond the
>>> scope— more as a temporary storage, where improvements are easier
>>> developed. Setting up F::Q belongs to the manual
>>> https://github.com/Gnucash/gnucash-docs/pull/248/files
>>> 
>>>> Let me know if you have questions.
>>>> 
>>>> Best,
>>>> David T.
>>>> 
>>>> On April 22, 2022 3:51:37 AM EDT, Phillip Duff <phil.du...@gmail.com> 
>>>> wrote:
>>>>> Hi,
>>>>> 
>>>>> 
>>>>> Issue 1:
>>>>> 
>>>>> 
>>>>> 
>>>>> For whoever is responsible for your documentation.
>>>>> 
>>>>> I spent 40 years in IT companies in a variety of roles and now retired , 
>>>>> I will offer to rewrite and assist in your documentation. In reviewing 
>>>>> your documentation I think there are a number of improvements that I can 
>>>>> offer, and my first experience with your software is positive, but the 
>>>>> documentation can be a bit frustrating, hence my offer. Don’t get me 
>>>>> wrong, there is some good stuff here , but I believe I can help you 
>>>>> improve it a lot. I am looking for a project in my retirement and this is 
>>>>> certainly one which would be fun.
>>>>> 
>>>>> Here a couple of examples:
>>>>> 
>>>>> There is a Tutorial and Concepts guide and also a Contents section. 
>>>>> Firstly, split the Tutorial and Concepts Guide into the two pieces as 
>>>>> they have different purposes (or at a minimum change the name to Concepts 
>>>>> and Tutorial as the Concepts ALWAYS come first.
>>> That change could be your first pull request. But catch the full scope
>>> by e.g. at least
>>> grep -inr "Tutorial" manual/C guide/C
>>> but do not rewrite thr history. I am not sure if we can apply the change
>>> also easy  on translations.
>>> Tip: We should create an entity to simplify future mainenance.
>>> 
>>>>> If we look at this guide currently, we see for example it is pretty well 
>>>>> laid out and explained but it does present some problems. Here is a 
>>>>> simple example.
>>>>> 
>>>>> In Chapter 2.3 we have a section that is in the intro section, but then 
>>>>> immediately launches into how to do things. So it describes how to enter 
>>>>> new accounts in detail, and talks about panels etc (which if it is going 
>>>>> to, it should show examples). The problem is this is supposed to be an 
>>>>> intro section and only gives some of the info, not all the info you need 
>>>>> if you are actually going to do this. On the next page we go into all 
>>>>> sorts of detail about storage, yet this is supposed to be an intro 
>>>>> section, so I have gone from detailed description of setting up accounts 
>>>>> to tech detail on how to store. Then in 2.2.2 we have again detailed 
>>>>> instructions on doing things. Then in 2.7 we have a tutorial, great, so 
>>>>> this tells how to set up accounts for example, but it does not deal with 
>>>>> the fact that Opening balances can also be set up by editing an account. 
>>>>> Then in 2.8 we start the introduction to what accounts are when we have 
>>>>> already told the user how to set them up in 2.3 and then again in the 
>>>>> tutorial 2.7. The intro to accounts should be before any explanation of 
>>>>> how to set them up, and it must only be in one place to ensure that you 
>>>>> don’t get documentation synch issues.
>>> Yes, a clear division in intro, concept, … using more modern docbook
>>> tags like <glosslist> for the definitions in the concept or <task> for
>>> tutorial lessons …
>>> 
>>> Note: 2.3 is partialy only a repetition of Help ch. 2 and the begin of
>>> ch. 3.1. That needs some compare and moves into the proper part—
>>> technical details -> Help, didactical -> Guide.
>>> 
>>>>> So here is an example of the impact and a much bigger issue, which is 
>>>>> that documentation should reflect the recommenced workflow of how to 
>>>>> achieve a goal, not a description of what the system can do. Whilst an 
>>>>> attempt has been made to do this, it isn’t quite right and here is what 
>>>>> happens.
>>> Right.
>>> 
>>>>> I read this intro and thought , OK, I get it. Then I went to set up my 
>>>>> accounts. Now when you set up accounts you are focused on setting them 
>>>>> up, NOT adding opening balances, which is a different act. So I set them 
>>>>> up according to the documentation , but which 2.2, 2.7 or as I did, I 
>>>>> went to Section 5 as this is the section called Common Usage and there is 
>>>>> a section on accounts, BUT it does not tell the user the critical thing, 
>>>>> which is that you can edit an account and add the opening balance, so 
>>>>> therefore, I wasted lots of time trying to find how to do it. Also 
>>>>> section 5 is wrong by not telling this, and suggesting you can do an 
>>>>> opening transaction with a transfer against opening balances  (this 
>>>>> actually is not possible at all, as when you try it, the equity accounts 
>>>>> are not shown in the dropdown list, so the documentation is not correct.
>>>>> 
>>>>> So all in all this very simple thing was really annoying, but only due to 
>>>>> the documentation, not the software.
>>>>> 
>>>>> So I would rewrite this for you as follows.
>>>>> 
>>>>> Move section 2.3 Running GNUcash. You are in the middle of explaining the 
>>>>> basics so don’t dive into how to use the system and dive out again to 
>>>>> concepts in 2.8, as previously described. All the instructions on HOW to 
>>>>> do things should be in the tutorial.
>>>>> 
>>>>> Combine 2.3.2 New Account Hierarchy Setup with 2.7 tutorial and Section 
>>>>> 5, and only cover everything once in in one place. Ensure that ALL the 
>>>>> information regarding Opening Balances is covered.
>>>>> 
>>>>> More critically the tutorial will show that you set up your account 
>>>>> hierarchy first and THEN you load your opening balances (and mention in 
>>>>> passing that you can add the opening balances if you like when setting 
>>>>> ups the accounts (but I have never seen an accountant do that !).
>>>>> 
>>>>> So the above is a simple example. I completely understand how open source 
>>>>> works with multiple contributors but if we cleaned up a lot of this as a 
>>>>> good starting point it would be far easier. (And of course my next 
>>>>> example is that getting Finance::Quote going relies of technical 
>>>>> knowledge which a lot of people may not have and may not need. The 
>>>>> instructions can be dramatically improved.
>>>>> 
>>>>> Note that some of the other later sections looks pretty good, and may not 
>>>>> need this level of change.
>>>>> 
>>>>> I suggest the following.
>>>>> 
>>>>> If you agree I will rewrite the introduction sections to show you an 
>>>>> example of what I believe would be significant improvement, easier to 
>>>>> read and find the information, include workflow in the tutorials and 
>>>>> ensure that everything is only covered once.  You can then assess whether 
>>>>> you think my efforts are worth it, as I would be prepared to devote time 
>>>>> to getting these manuals much improved based on my experience.
>>>>> 
>>>>> If you are not interested in this, then please fix the following.
>>>>> 
>>>>> a) There is no reference to being able to edit an account and add the 
>>>>> opening balance after you have create the account hierarchy. This should 
>>>>> be in the documentation, and shown in the tutorial, and de -prioritze 
>>>>> adding opening balances on account creation as this isn’t how the real 
>>>>> world works.
>>>>> 
>>>>> b) Either fix the software or the documentation, as you cannot create an 
>>>>> opening balance transaction transferring from the opening balance account 
>>>>> in equity as the equity accounts are not shown in the dropdown for 
>>>>> transfers.
>>>>> 
>>>>> c) If you try to create a stock, you may immediately see the message 
>>>>> Finance:: Quote is not installed. The process for adding Finance::Quote 
>>>>> for Mac does not detail the actions necessary and assumes technical 
>>>>> knowledge. It should never assume that knowledge.
>>>>> 
>>>>> So the section in Chapter 11 should read something like this for the Mac.
>>>>> 
>>>>> You need to install Finance::Quote as this is the piece of software which 
>>>>> gets stock quotes automatically for GNUCash. This is not part of GNUCash 
>>>>> but we use it as a well known tool for getting these quotes reliably.
>>>>> 
>>>>> There are two steps.
>>>>> 
>>>>> a) Install Finance::Quote
>>>>> b) Setup a scheduler to regularly go and get the quotes for your stocks.
>>>>> 
>>>>> Installing Finance::Quote
>>>>> 
>>>>> Step 1. You must have a tool called Xcode installed. Go to the App Store 
>>>>> and download it. It will automatically install.
>>>>> Step 2: Go to GNUCash in your Applications folder. Right click and select 
>>>>> ‘Show Package Contents’ (as we have include a tool to help you set it 
>>>>> up). Go to /Contents/Resources/bin and locate gnc-fq-update.
>>>>> Step 4. Check that you have administrator rights to install this. Go to 
>>>>> the Apple menu, select System Preferences, select Users and Groups and 
>>>>> ensure that you have admin under your name as a user, or get your 
>>>>> administrator to do this.
>>>>> Step 5. Go to your Applications folder and find Utilities/Terminal
>>>>> Step 6 Type sudo then a space, and then drag gnc-fq-update from step 3 
>>>>> into the terminal window. Hit return.
>>>>> 
>>>>> The Finance::Quote utility will now be installed.
>>>>> 
>>>>> I look forward to hearing from you and in the meantime I will assume you 
>>>>> would like some extra help
>>> Sure
>>> 
>>>>> and start re-writing Section 2 etc.
>>> Please create small pull request to avoid update anomalies with other
>>> contributors.
>>> 
>>>>> Cheers Phil
>>> Cheers
>>> Frank
>
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