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Reconciliation re-shaping

#99

In theory, the current reconciliation system (with de-reconciliation warnings and all) sounded great, but in practice, it's more an annoyance than anything. Its system is complex and has a few glitches (false reconciliation warnings) that would be rather complex to fix.

With this re-shaping, there would be no more warnings. Additionally, there would be a new column, "Reconciled date" (optionally visible). Whether an entry is reconciled or not depends on whether there's a date in that field or not.

It would still be possible to reconcile as before, that is, going into Reconciliation Mode, checking off some entries, then going back to normal mode. What this will do now is that it will set the reconciliation date of the checked entries to that entry's date.

Also, there will be an additional field in the Mass Edition panel, "Reconciliation", which will give another way to mass reconcile (it's not everyone that realize that you can press space while in reconciliation mode to toggle reconciliation for all selected transactions, so they send me an e-mail complaining about how tiresome it is to reconcile).

That's it!

Reported by Virgil Dupras · December 19th, 2009 @ 03:06 PM

State: fixed
Milestone: v1.7.0
Assigned to: Virgil Dupras Virgil Dupras

Activity

  1. Virgil Dupras
  2. Virgil Dupras
    Virgil Dupras
    • Assigned user set to Virgil Dupras

    December 26th, 2009 @ 08:58 AM

  3. Virgil Dupras
    Virgil Dupras

    (from [385]) [#99 Reconciliation re-shaping] core: Removed de-reconciliation functionality.

    December 26th, 2009 @ 10:00 AM

  4. Virgil Dupras
    Virgil Dupras

    (from [386]) [#99 Reconciliation re-shaping] cocoa: Removed de-reconciliation functionality.

    December 26th, 2009 @ 10:01 AM

  5. Virgil Dupras
    Virgil Dupras

    (from [387]) [#99 Reconciliation re-shaping] qt: Removed de-reconciliation functionality.

    December 26th, 2009 @ 11:21 AM

  6. Virgil Dupras
    Virgil Dupras

    (from [394]) [#99 Reconciliation re-shaping] core: Removed some de-reconciliation code I had forgotten to remove.

    December 26th, 2009 @ 05:26 PM

  7. Virgil Dupras
    Virgil Dupras

    (from [395]) [#99 Reconciliation re-shaping] core: Added Split.reconciliation_date, removed the Split.reconciled attribute (replaced it with a property linked to reconciliation_date, and added a reconciliation_date column in entry_table.

    December 26th, 2009 @ 05:50 PM

  8. Virgil Dupras
    Virgil Dupras

    (from [396]) [#99 Reconciliation re-shaping] core: Removed usage of Document._perform_action(), which was only needed because of de-reconciliation warnings.

    December 26th, 2009 @ 06:08 PM

  9. Virgil Dupras
    Virgil Dupras

    (from [397]) [#99 Reconciliation re-shaping] cocoa: Added a Reconciliation Date column to the entry table.

    December 27th, 2009 @ 09:37 AM

  10. Virgil Dupras
    Virgil Dupras

    (from [403]) [#99 Reconciliation re-shaping] qt: Added the Reconciliation Date column in the Entry Table.

    December 28th, 2009 @ 05:07 PM

  11. Virgil Dupras
    Virgil Dupras

    (from [404]) [#99 Reconciliation re-shaping] qt: Tweaked recently modified dialogs' respective size.

    December 28th, 2009 @ 05:29 PM

  12. Virgil Dupras
    Virgil Dupras
    • State changed from accepted to fixed

    I changed my mind about the Reconciliation field in the Mass Edition panel.

    This ticket is thus finished.

    December 28th, 2009 @ 07:14 PM

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