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<div class="moz-cite-prefix">On 7/6/24 11:22 AM, Thomas Baumgart via
KMyMoney-devel wrote:<br>
</div>
<blockquote type="cite" cite="mid:2700891.lGaqSPkdTl@sy-346-nb">
<pre class="moz-quote-pre" wrap="">On Samstag, 6. Juli 2024 01:42:28 CEST Jack via KMyMoney-devel wrote:
</pre>
<blockquote type="cite">
<pre class="moz-quote-pre" wrap="">First, I'll say there was no actual data loss, just loss of more time
than I'm happy losing over the past two days.
On 30 June, I saved and backed up my data file, and began my end of
month reconciliation of my investment accounts. Yesterday, I had
completed reconciliation of one account. I thought I had saved, but in
retrospect (i.e., looking at available files) obviously not, and that
was my fault.
Today, I completed reconciliation of a second account, and again
(unusually) neglected to save the file.
I then started on a third account. These are all investment accounts,
and my broker sends two transactions for a dividend reinvestment. In
the Investment account, I convert one to a reinvestment transaction.
The other transaction only appears as a deposit in the brokerage
account. In this case, I reconciled the investment account first, and
then went to the brokerage account. I reconciled the account before I
deleted three of those "extra" transactions, which left me with an
incorrect balance, too large by the sum of those three transactions.
When I saw this, I deleted those three transactions, and only then
noticed the "wrong" reconciled balance.
OK - I figured I could undo several steps, going back to right before I
did the reconciliation. Well, I did undelete those three transactions,
but at that point, the "undelete" button appeared disabled. I could
push it, and the window re-displayed, but nothing changed. Multiple
further presses did not remove the "now wrong" reconciliation banner
from the ledger.
Is reconciliation not able to be undone, or have I discovered an actual
bug?
</pre>
</blockquote>
<pre class="moz-quote-pre" wrap="">
That could well be. The reconciliation process is not a single action
to be undone but many more. First you start the reconciliation, then you
process the transactions (modify them, merge them, etc.) and then you
finish it. Each of these steps is a single undo action (at least with
the current implementation).</pre>
</blockquote>
The way I do it, it should be a bit simpler than that. I generally
do all my "preparation" work first, then I hit the "Reconcile"
button, adjust the date if necessary (in this case, changed from 30
Jun to 28 Jun) and click OK. I then click "Finish" which I have
added to the toolbar.<span style="white-space: pre-wrap">
</span><span style="white-space: pre-wrap">
</span>
<blockquote type="cite" cite="mid:2700891.lGaqSPkdTl@sy-346-nb">
<blockquote type="cite">
<pre class="moz-quote-pre" wrap="">Unfortunately, I neglected to save a copy of the file in it's "bad"
state, although I can probably recreate it if necessary.
Any thoughts?</pre>
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</blockquote>
<span style="white-space: pre-wrap">
</span>
<blockquote type="cite" cite="mid:2700891.lGaqSPkdTl@sy-346-nb">
<pre class="moz-quote-pre" wrap="">To analyze this further, a sample file with some detailed instructions
would be extremely helpful. </pre>
</blockquote>
I'll try to create one.<br>
<blockquote type="cite" cite="mid:2700891.lGaqSPkdTl@sy-346-nb">
<pre class="moz-quote-pre" wrap="">Not sure, if the undo/redo feature is really
something we want to keep available in it's current state for the regular
user. Given your example and description this could open a few large
cans of worms for a regular user. We could hide it and only make it
available as experimental feature in the next release. Thoughts?</pre>
</blockquote>
No strong opinion. In this case, if I could have reversed the
"finish" process, I could then have deleted the transactions and
then hit "finish."<span style="white-space: pre-wrap">
One thing I have considered asking for as a wishlist is to be able to see a list of the queued up possible "undo" actions. For example, hovering over the Undo button might show a tooltip of the single action to be undone. However, keeping it hidden behind the "experimental" configure time flag is reasonable. </span>
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