extremely annoying failure

Jack ostroffjh at users.sourceforge.net
Sat Jul 6 16:28:24 BST 2024


On 7/6/24 11:22 AM, Thomas Baumgart via KMyMoney-devel wrote:
> 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).
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.
>> 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.
I'll try to create one.
> 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?
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."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.
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