[kmymoney] [Bug 402794] Automatic category assignment does not respect tax assignment

[Thomas Baumgart]

https://bugs.kde.org/show_bug.cgi?id=402794

Thomas Baumgart <thb at net-bembel.de> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|REPORTED                    |RESOLVED
         Resolution|---                         |FIXED
      Latest Commit|                            |https://commits.kde.org/kmy
                   |                            |money/f838e3c0b7b3cd5543af3
                   |                            |ce4a6119a9a41b2fcba
   Version Fixed In|                            |5.0.3

--- Comment #1 from Thomas Baumgart <thb at net-bembel.de> ---
Git commit f838e3c0b7b3cd5543af3ce4a6119a9a41b2fcba by Thomas Baumgart.
Committed on 02/01/2019 at 17:23.
Pushed by tbaumgart into branch '5.0'.

Automatically adjust tax split if possible

Importing transaction assigns categories based on previous transactions
found with the same payee or a preselected category. In case such a
historic transaction contains multiple splits then these splits are
copied but the amounts of the splits are not adjusted based on the value
of the imported transaction.

This change now adjusts in case the resulting transaction consists of an
asset/liability account, a taxable category and a tax category such that
the sum of all splits is zero based on the imported transaction.

This also fixes the "Copy splits" feature when used on a taxed
transaction.
FIXED-IN: 5.0.3

M  +10   -1    kmymoney/converter/mymoneystatementreader.cpp
M  +53   -7    kmymoney/mymoney/mymoneyfile.cpp
M  +15   -1    kmymoney/mymoney/mymoneyfile.h
M  +4    -0    kmymoney/views/kgloballedgerview.cpp

https://commits.kde.org/kmymoney/f838e3c0b7b3cd5543af3ce4a6119a9a41b2fcba

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