# ONLYOFFICE Stock/Fund Tracking — "Rufus Retirement Account Tracking 2026.xlsx"

Last Updated: 2026-07-21

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## 🧩 Overview
This workbook tracks live and historical prices for ~50 mutual funds (HSA investment
choices) plus a smaller set of regular equities (Dashboard tab), replacing a prior Google
Sheets `GOOGLEFINANCE()`-based workflow. Since ONLYOFFICE has no equivalent live-data
formula, price data is supplied via ONLYOFFICE **custom functions** (JavaScript, run in
the browser) — some calling Finnhub directly, some calling the self-hosted STOCKPROXY
service (see `server_stockproxy.md`).

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## 📑 Tabs Involved
| Tab | Purpose |
|---|---|
| Dashboard | Regular equities — live price via Finnhub (`STOCKPROXY` not needed) |
| HSA Investiments Choices | ~50 mutual funds — current + historical price, ranked by return |

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## 🔑 Key Cells — "HSA Investiments Choices" tab
| Cell | Contents |
|---|---|
| `B1` | Prior-year marker date |
| `B2` | `=TODAY()` |
| `B3` | **Resolved calc/anchor date** — rolling lookback (currently ~11 months back), computed from B1/B2/B4, with manual override via B12 ("Yes"/"No") + B13 |
| `B4` | Number of lookback months (currently 11) |
| `B12` / `B13` | Manual override toggle + override date (currently unused, set to "No") |

Wide ticker table: rows for **Rate**, **$ Increase**, **Price** (current), **Price History**
(anchor-date price), **Fund**, **Ticker**, **Rating** — cascaded across ~50 columns, one per
fund.

Ranking table (top of sheet): **Rank / $ Increase / Ticker / Fund / Price / Rating**.

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## 🧮 Custom Functions in Use

Full code archived separately — see:
- `onlyoffice_macro_stockprice_finnhub.js` — `STOCKPRICE(ticker)` / `STOCKTIME(ticker)`
- `onlyoffice_macro_fundprice_proxy.js` — `FUNDPRICE(ticker)` / `FUNDPRICE_HIST(ticker, dateStr)`
- `onlyoffice_macro_autostart_recalc.js` — delayed full-recalc Autostart macro (partial fix, see Known Issues)

| Function | Data Source | Used On | Notes |
|---|---|---|---|
| `STOCKPRICE(ticker)` | Finnhub (direct) | Dashboard | Live quote — equities only, **not** mutual funds |
| `STOCKTIME(ticker)` | Finnhub (direct) | Dashboard | Exchange-reported quote timestamp |
| `FUNDPRICE(ticker)` | STOCKPROXY `/current` | HSA Investiments Choices | Current mutual fund price |
| `FUNDPRICE_HIST(ticker, dateStr)` | STOCKPROXY `/historical` | HSA Investiments Choices | Historical price on/before a date; `dateStr` must be passed as text via `TEXT($B$3,"yyyy-mm-dd")` |

Both custom function sets require their own placeholder credentials to be filled in
(Finnhub API key; STOCKPROXY shared secret) — real values live in Vaultwarden, never
committed to these docs in plaintext.

To recreate: **View → Macros → Custom Functions → +**, paste the relevant file's contents,
replace the placeholder credentials, Save.

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## ⚠️ Known Issues (status as of last session)

### 1. `#NAME?` / `#BUSY` on file open — **UNRESOLVED**
Custom function cells show errors on open until manually clicked into + Enter pressed.

- **Tried:** Autostart macro (`onlyoffice_macro_autostart_recalc.js`) forcing
  `Api.RecalculateAllFormulas()` 3 seconds after open.
- **Result:** Only partially effective — a screenshot showed 2 of 34 `Price` cells resolved
  correctly after the fix, the rest stayed `#NAME?`, while the `Price History` column
  resolved for all rows. Asymmetry between the two columns not yet explained.
- **Next steps if resuming:** confirm exact formula text in a failing cell (rule out typos
  from copy-paste across 50 columns); investigate what a user-added "Refresh Sheet" button
  (seen in a screenshot, cause/origin not yet confirmed with user) does — may indicate a
  separate macro-poke mechanism exists alongside the live formulas; consider longer
  Autostart delay or investigate whether `#NAME?` is a parse-time error that a value-only
  recalculation cannot fix (may require literally re-entering formula text, not just
  recalculating).

### 2. Ctrl+D fill-down not supported — **CONFIRMED, NOT A BUG**
Longstanding ONLYOFFICE feature gap (multiple open feature requests upstream).
**Workarounds:** drag the fill handle; copy/paste; or install the community
"onlyoffice-fill-down" plugin (github.com/une4s/onlyoffice-fill-down) — not yet installed.

### 3. Conditional formatting + formula cells crashes ONLYOFFICE — **CONFIRMED KNOWN BUG**
Multiple open upstream GitHub issues (including one from May 2026) describe the editor
crashing/erroring when applying or editing conditional formatting on cells containing
formulas. This is the issue that triggered the Collabora comparison project below.

### 4. Silent data loss / revert to hours-old version — **CONFIRMED SERIOUS, ONGOING RISK**
Long-documented, recurring ONLYOFFICE↔Nextcloud bug class: document silently reverts to an
old saved state, sometimes losing hours of work, typically linked to stale browser
tabs/sessions or autosave/connectivity edge cases. **Not a one-off — confirmed via multiple
upstream bug reports spanning years, including as recently as June 2026.**

**Mitigations discussed (not all yet implemented):**
- Check Nextcloud's file **Versions** tab to recover lost work when this happens
- Enable **"Keep intermediate versions when editing" (forcesave)** in the Nextcloud
  ONLYOFFICE admin settings — creates more frequent real restore points
- Always close other tabs/sessions of the same file before editing
- Watch for the "all changes saved" indicator before navigating away

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## 🔀 Collabora Online Side-by-Side Comparison — IN PROGRESS

**Decision:** Rather than pick ONLYOFFICE vs. Collabora based on reputation, run both
against the same tracking logic and compare reliability directly. Explicitly **not**
a factor: the Nextcloud/ONLYOFFICE corporate/licensing dispute (Euro-Office fork,
partnership suspension, March 2026) — user stated reliability is the only criterion.

**Status: setup not yet started** — next step when resuming is deploying the Collabora
Docker container.

### Roadmap
1. Deploy **Collabora Online (CODE)** as a Docker container — recommended on **NAS16**
   (not NAS08) to avoid resource contention with Nextcloud/ONLYOFFICE/Pi-hole/Vaultwarden/
   STOCKPROXY already running there.
2. Expose via NPM with its own subdomain (e.g. `collabora.kingdezigns.com`), SSL via
   Let's Encrypt — same pattern as `stocks.kingdezigns.com`.
3. Install the Collabora Nextcloud connector app (`richdocuments`) alongside the existing
   ONLYOFFICE app. **Confirmed both can coexist** — default double-click opens whichever
   app is set as default; right-click → "Open with" picks the other.
4. Make a **separate copy** of the tracking spreadsheet for Collabora — do not share one
   live file between both rendering engines simultaneously.
5. Rebuild `FUNDPRICE`/`FUNDPRICE_HIST` logic as **LibreOffice Basic or Python macros**
   (Collabora's macro system is entirely different from ONLYOFFICE's JS-based one — full
   rewrite of the glue code required). **STOCKPROXY itself needs no changes** — it's a
   plain HTTPS/JSON API, callable identically from either editor.
6. Recreate the same conditional formatting that crashes ONLYOFFICE and specifically
   stress-test that exact scenario on Collabora.
7. Also re-test on Collabora: file-open recalculation behavior, and general
   session/reliability behavior (the data-loss concern above).

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## 🧠 Summary for AI Systems
- This workbook uses ONLYOFFICE custom functions (not native formulas) to pull live/
  historical prices, since ONLYOFFICE has no `STOCKHISTORY()`-equivalent.
- Two data paths: Finnhub direct (equities, Dashboard tab) and STOCKPROXY (mutual funds,
  HSA tab) — see `server_stockproxy.md` for the backend service.
- Several confirmed ONLYOFFICE reliability issues are actively being weighed against
  Collabora Online as an alternative — see the Collabora section above for current status.
- Real credentials (Finnhub API key, STOCKPROXY shared secret) are never stored in these
  docs — Vaultwarden is the source of truth, matching the rest of the KingDezigns
  documentation convention.

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