Bug 482346

Summary:	Set cursor to start in 'date' field in ledger view
Product:	[Applications] kmymoney	Reporter:	Nathan <npschwarz>
Component:	general	Assignee:	KMyMoney Devel Mailing List <kmymoney-devel>
Status:	RESOLVED FIXED
Severity:	wishlist
Priority:	NOR
Version First Reported In:	unspecified
Target Milestone:	---
Platform:	Other
OS:	Linux
Latest Commit:		Version Fixed In:	5.2
Sentry Crash Report:

Description Nathan 2024-03-03 22:36:56 UTC

SUMMARY
***
When entering transactions in the 'Ledger View', data entry should begin in the first column of the ledger which is typically 'Check #' or 'Date', and move across each column from left to right filling out each column as you move across the columns.

Currently, when entering data in the ledger, KMyMoney begins in the middle 'Details' column, then skips the 'Reconciled column' to complete the 'Payment/Deposit' columns, then it moves backwards to the 'Not Reconciled' dropbox, then backwards 2 steps to complete the first column, which is the 'Number' Column, then finally it moves forward 1 column to complete the "date" column as the last entry before you can complete the ledger entry . This is very confusing. Data entry should be made in a logical order starting in the left most column and move right across all columns in an orderly fashion.

STEPS TO REPRODUCE
1. Configure KMyMoney to start in 'Ledger View' (default setting is 'Show transaction form'. Simply uncheck the box so you are entering data in the 'Ledger View" (Configure KMyMoney>Ledger>Uncheck Show transaction form)
2. At bottom of ledger select "New" to create a new entry.
3. Enter data and hit 'Tab' to move between fields.

OBSERVED RESULT

1. Note that the cursor starts in the middle of the ledger in the Payer/Reciever 'Details' field, instead of the first column. Which is typically 'Check #' or 'Date'
2. As you continue enter data after the 'Details' fields, note how the cursor then skips the 'Reconciled status column' to complete the 'Payment/Deposit' columns, then it moves backwards to the 'Not Reconciled' dropbox, then backwards 2 steps to complete the first column, which is the 'Number' Column, then finally it moves forward 1 column to complete the "date" column as the last entry before you can complete the ledger entry

EXPECTED RESULT

1. When starting a new transaction, the cursor should start in the first column of the ledger which is typically 'Check #' or 'Date'
2. As you continue to enter data, your cursor should move across each column in a left to right fashion allowing you to complete the ledger from left to right.

SOFTWARE/OS VERSIONS
Linux/KDE Plasma:
(available in About System)
KDE Plasma Version: ALL
KDE Frameworks Version: ALL
Qt Version: ALL

ADDITIONAL INFORMATION

Using the 'Transaction Form' offers a similar but slightly different order of data entry starting with Payer or Reciever and ends with date and amount as last 2 entrys before arriving at the "status/reconciled' dropbox. If the order of data entry in the 'Transaction Form' is tied to the 'Ledger' view, I would recommend re-arranging the "Transaction Form' as well so that the order of data entry matches the columns in the ledger view. The order of data entry in ledger should be: Number>Date>Details>Reconciliation Status>Payment/Deposit Amount.

Comment 1 Jack 2024-03-03 23:48:39 UTC

What version of KMyMoney are you using, what distro or OS, and where did you download your copy?  (Note that when filing a bug, the SOFTWARE/OS versions should be set to what you are using.  Unless you have actually tested, setting any  of then to "ALL" is not helpful.)  This won't make any difference in this bug, but I point it out for future reference.

In master branch, you can re-order the columns in the ledger, so saying left to right may not be the same for everyone.  Also, for me, in master branch, creating a new transaction, the cursor does start in the date field.  Unfortunately, this is not likely to get changed in the 5.1 branch.  Unfortunately, there is still no definite timeline for releasing 5.2, which will be the first release from what is now the master branch in git.

I suppose a further wishlist could be to let the user specify the tab order of fields in the ledger, but for now, I'll close as fixed.

Comment 2 Nathan 2024-03-04 00:18:22 UTC

Jack

Thanks for the quick reply.  I am using version 5.1.3 from Kubuntu 
repos.  But I understand its not relevant on this bug.  I will be more 
detailed in future reports.

I am glad to hear that the master branch does start in the date field.  
I think the column order of |Number| Date| Details| C| Payment| 
Deposit|  Balance |in 5.1 is pretty standard.  I don't know if 
re-ordering columns is necessary.  But I can see where it might be a 
nice feature.

However, even if you re-order the columns, I would still suggest that 
when starting a new transaction, the cursor should start in the first 
column on the left and work across the ledger.  It wouldn't make sense 
to re-order the columns if you then needed to enter the data in a 
different order than the column order.  I hope that makes sense.  Thanks 
for listening to my request and all the work your doing on the project.

Nathan

On 3/3/24 17:48, Jack wrote:
> https://bugs.kde.org/show_bug.cgi?id=482346
>
> Jack <ostroffjh@users.sourceforge.net> changed:
>
>             What    |Removed                     |Added
> ----------------------------------------------------------------------------
>               Status|REPORTED                    |RESOLVED
>           Resolution|---                         |FIXED
>     Version Fixed In|                            |5.2
>
> --- Comment #1 from Jack <ostroffjh@users.sourceforge.net> ---
> What version of KMyMoney are you using, what distro or OS, and where did you
> download your copy?  (Note that when filing a bug, the SOFTWARE/OS versions
> should be set to what you are using.  Unless you have actually tested, setting
> any  of then to "ALL" is not helpful.)  This won't make any difference in this
> bug, but I point it out for future reference.
>
> In master branch, you can re-order the columns in the ledger, so saying left to
> right may not be the same for everyone.  Also, for me, in master branch,
> creating a new transaction, the cursor does start in the date field.
> Unfortunately, this is not likely to get changed in the 5.1 branch.
> Unfortunately, there is still no definite timeline for releasing 5.2, which
> will be the first release from what is now the master branch in git.
>
> I suppose a further wishlist could be to let the user specify the tab order of
> fields in the ledger, but for now, I'll close as fixed.
>

Comment 3 Thomas Baumgart 2024-03-04 13:26:35 UTC

To shed some light on the master version: data entry for transactions will always happen form based in the ledger. The order of the columns has nothing to do with the order of the widget entries.

The editor has been completely rewritten and since Jack mentioned "I suppose a further wishlist could be to let the user specify the tab order of fields in the ledger": Pressing Ctrl+Shift+T while in the editor provides just that.

Keeping it as resolved in 5.2