extremely annoying failure
Thomas Baumgart
thb at net-bembel.de
Sat Jul 6 16:22:07 BST 2024
On Samstag, 6. Juli 2024 01:42:28 CEST Jack via KMyMoney-devel wrote:
> 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?
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).
> 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?
To analyze this further, a sample file with some detailed instructions
would be extremely helpful. 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?
--
Regards
Thomas Baumgart
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Stay away from negative people. They have a problem to every solution! -- Albert Einstein
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