Bug 459775

Summary: User must be able to unlink the current account connected with a credit card account
Product: [Applications] skrooge Reporter: Tim Johnson <timnjane>
Component: generalAssignee: Guillaume DE BURE <guillaume.debure>
Status: RESOLVED FIXED    
Severity: major CC: stephane
Priority: NOR    
Version: 2.27.0   
Target Milestone: ---   
Platform: PCLinuxOS   
OS: Linux   
Latest Commit: Version Fixed In:
Sentry Crash Report:

Description Tim Johnson 2022-09-28 14:07:14 UTC
Is there any way that the "Account linked to the card, where to transfer the pointed operations" field can be saved as blank?  Mine defaults to my main current account which cause havoc when I (a) try and reconcile that account and (b) run a monthly report as the card entries are duplicated.

I'm sure some people might find this feature useful, e,g, if they never run reports, but it causes errors in the data by having a link there.

If I delete the default value, then click Save, the default account still appears next time I open Skrooge.

Thanks for what is otherwise a brilliant program.

Tim
Comment 1 Stephane MANKOWSKI 2022-09-28 19:43:59 UTC
Git commit f184fbba8e950933db68050797181e7579327155 by Stephane MANKOWSKI.
Committed on 28/09/2022 at 19:43.
Pushed by smankowski into branch 'master'.

User must be able to unlink the current account connected with a credit card account

M  +1    -0    CHANGELOG
M  +7    -0    plugins/skrooge/skrooge_operation/skgoperationpluginwidget.cpp

https://invent.kde.org/office/skrooge/commit/f184fbba8e950933db68050797181e7579327155
Comment 2 Tim Johnson 2022-12-28 14:23:35 UTC
Hi,

This is shown as Fixed - but it isn't.  This is possibly due to the Bug wording being potentially ambiguous.

To clarify the ambiguity, what is required is - the user must be able to unlink the current account connected with a credit card account AND SAVE THAT OPERATION SO THAT WHEN THEY OPEN SKROOGE OR THAT ACCOUNT NEXT TIME THE LINK IS NOT THERE.  At the moment I have to unlink every credit card I open every time I go into it.

I don't know if this is part of the same code, but I would really like Skrooge to default to NOT showing the Final Balance option at the bottom of an account otherwise every entry you add in that state is automatically marked as reconciled.  That isn't logical if, like me, you add entries to accounts almost every day and only reconcile monthly (or whenever the next statement arrives).  The default entry status should be "not reconciled".  The only way to change that is to click on the Switch Information button every time you go into every account every day.

Thanks for a great application.
Comment 3 Stephane MANKOWSKI 2022-12-28 19:41:14 UTC
(In reply to Tim Johnson from comment #2)
> Hi,
> 
> This is shown as Fixed - but it isn't.  This is possibly due to the Bug
> wording being potentially ambiguous.
> 
> To clarify the ambiguity, what is required is - the user must be able to
> unlink the current account connected with a credit card account AND SAVE
> THAT OPERATION SO THAT WHEN THEY OPEN SKROOGE OR THAT ACCOUNT NEXT TIME THE
> LINK IS NOT THERE.  At the moment I have to unlink every credit card I open
> every time I go into it.
I confirm that is working well when:
1- You deselect the linked account.
2- Finalize the reconciliation by clicking on the big button (see screen capture on the link below)
https://i.imgur.com/eC9hfce.png
> 
> I don't know if this is part of the same code, but I would really like
> Skrooge to default to NOT showing the Final Balance option at the bottom of
> an account otherwise every entry you add in that state is automatically
> marked as reconciled.  That isn't logical if, like me, you add entries to
> accounts almost every day and only reconcile monthly (or whenever the next
> statement arrives).  The default entry status should be "not reconciled". 
> The only way to change that is to click on the Switch Information button
> every time you go into every account every day.
This is normal because you saved the state of your page in "reconciliation" mode.
You just have to switch in the state you prefer and save the state of the page by clicking on the "save" button of the tab of the page.
> 
> Thanks for a great application.
Comment 4 Tim Johnson 2022-12-30 10:30:02 UTC
Thank you so much.  

I have never noticed the Save option at the top of an individual Account tab.  Brilliant.  As you say, it does what is required.

Thanks and a Happy New Year to you and yours.