[Kmymoney-devel] Review Request 122746: Add a stage to the consistency check to fix transaction post dates

[Cristian Oneț]

> On March 5, 2015, 9:20 p.m., Thomas Baumgart wrote:
> > kmymoney/mymoney/mymoneyfile.cpp, line 2132
> > <https://git.reviewboard.kde.org/r/122746/diff/1/?file=352318#file352318line2132>
> >
> >     Would it probably make sense to adjust the account's opening date instead?
> 
> Jack Ostroff wrote:
>     Unfortunately, I think it depends on the user.  If the account opening date was just set without a serious reason (such as last year, if it is actually an older account but it will only be tgraqcked from this year) then moving the opening date is OK.  However, if someone has actually set the opening date to when the account was opened, then just changing it is bad - as there is probably some problem with trying to put an older transaction in that account.  While I hate to propose another popup warning/question to the user, what about asking: "This transaction is on a date prior to the opening date of the account." and offer to "Move account opening date." or "Cancel" ?
> 
> Cristian Oneț wrote:
>     I haven't thought about that but Jack also has a point. In the case of the file attached to the bug report the transaction date and the opening date differed by a few weeks. It sounds as changing the account opening date would be a better solution but it would be harder to implement since this is the transactions processing step in the consistency check. I was thinking that the transaction date, altough I admit that it's more important, should be adjusted because when a transaction is entered in the ledger that date is adjusted to fit the account's opening date and not the otherway around. The application does not say: "You are trying to enter a transaction prior to the account's opening date, would you like to adjust the account's opening date?"

I'm thinking that this feature (transactions fixup) would only be complete if the consistency chek report could be easily saved to a file and KMyMoney would allow searching transactions by the transaction id. This way the user could review the consistency check fixes. I'm really against actively involving the user with decisions during the consistency check which could become a mess for a lot of fixups.


- Cristian


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On Feb. 27, 2015, 7:56 p.m., Cristian Oneț wrote:
> 
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> https://git.reviewboard.kde.org/r/122746/
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> 
> (Updated Feb. 27, 2015, 7:56 p.m.)
> 
> 
> Review request for KMymoney.
> 
> 
> Bugs: 313793
>     http://bugs.kde.org/show_bug.cgi?id=313793
> 
> 
> Repository: kmymoney
> 
> 
> Description
> -------
> 
> If the transaction is moved to another post date the price information
> is moved along with it for investments transactions. This fixes the
> reported issue, saving the file once will fix all price issues.
> 
> BUG:313793
> 
> Also fix some old code that added prices when entering transaction, there is no such action as "Sell".
> 
> BTW: currently it's possible to enter a transaction prior to the opening date of an account by making a transfer to that account from another account which has an older opening date, should we fix that?
> 
> 
> Diffs
> -----
> 
>   kmymoney/dialogs/transactioneditor.cpp 1aadc6fc96b7d21c7da198e92900023100fda9ad 
>   kmymoney/mymoney/mymoneyfile.cpp 8c1be4301a89b65f428edf2b8f0ab8b6e3dac51e 
> 
> Diff: https://git.reviewboard.kde.org/r/122746/diff/
> 
> 
> Testing
> -------
> 
> Opened the file attached to the report and observe that the consistency check fixes all of the issues.
> 
> 
> Thanks,
> 
> Cristian Oneț
> 
>

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