Bug 453295 - kmymoney cannot change account type.
Summary: kmymoney cannot change account type.
Status: RESOLVED WORKSFORME
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 5.1.2
Platform: Other Linux
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2022-05-02 13:01 UTC by tnemeth
Modified: 2022-06-01 04:35 UTC (History)
0 users

See Also:
Latest Commit:
Version Fixed In:
Sentry Crash Report:


Attachments
Asset account that cannot be changed to "Savings". (63.50 KB, image/png)
2022-05-02 15:39 UTC, tnemeth
Details

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Description tnemeth 2022-05-02 13:01:20 UTC
SUMMARY
Hello.
I created an account for my daughter. Several weeks later I found out that I made an error in the account type : it says
"Active" instead of "Savings account". When I try to change its type in the account edition window, the Type combo box
is inactive. That's not the case with other accounts.


STEPS TO REPRODUCE
1. Create an "active" type account
2. Try to change its type in the account edition window


OBSERVED RESULT
The type change possibility isn't proposed.


EXPECTED RESULT
The type change should be possible.


SOFTWARE/OS VERSIONS
Operating System: Debian GNU/Linux
KDE Plasma Version: 5.24.4
KDE Frameworks Version: 5.90.0
Qt Version: 5.15.2
Kernel Version: 5.17.0-1-amd64 (64-bit)
Graphics Platform: X11
Processors: 4 × Intel® Core™ i7-7567U CPU @ 3.50GHz
Memory: 31.3 Gio of RAM
Graphics Processor: Mesa Intel® Iris® Plus Graphics 650


ADDITIONAL INFORMATION
N/A
Comment 1 Jack 2022-05-02 15:19:41 UTC
I've never heard of an "Active" account type.  That is not one of the types available in the dropdown when I create a new account.  Can you attach a screenshot of the dropdown for account type and/or the account hierarchy as shown in the Accounts View?  

Changing account types is limited to appropriate pairs of types, so I'm not surprised you can't change from an unknown type, since KMM doesn't know what other types are similar.
Comment 2 tnemeth 2022-05-02 15:38:49 UTC
(In reply to Jack from comment #1)
> I've never heard of an "Active" account type.  That is not one of the types
> available in the dropdown when I create a new account. 

    Indeed. I should have started the application in english. The locale I use
    is misleading. The right term is "Asset" :)

> Can you attach a
> screenshot of the dropdown for account type and/or the account hierarchy as
> shown in the Accounts View?  

    Yes, of course.


> Changing account types is limited to appropriate pairs of types, so I'm not
> surprised you can't change from an unknown type, since KMM doesn't know what
> other types are similar.

    The fact is... I already made some operations and I'm not a huge fan of deleting the account
    (which does not seem to be possible) to re-create it and all its operations.
Comment 3 tnemeth 2022-05-02 15:39:36 UTC
Created attachment 148515 [details]
Asset account that cannot be changed to "Savings".
Comment 4 Jack 2022-05-02 15:51:39 UTC
I would much rather have a translation issue than an actual account type that should not exist.

We'll have to check whether it makes sense internally to allow conversion from Asset to Savings account.

You don't need to start that account from nothing.  What you can do is create a new account with the settings and features you like.  Then open the "wrong" account, select all the transactions, and move them to the new account.
Comment 5 tnemeth 2022-05-02 16:52:16 UTC
(In reply to Jack from comment #4)
> I would much rather have a translation issue than an actual account type
> that should not exist.

    How I understand you ^^ !


> We'll have to check whether it makes sense internally to allow conversion
> from Asset to Savings account.

    Well in fact it's "checking"... I'm not a specialist in finance to have the need of
    such a distinction in my family accounts. We just put money in, take money
    out...


> You don't need to start that account from nothing.  What you can do is
> create a new account with the settings and features you like.  Then open the
> "wrong" account, select all the transactions, and move them to the new
> account.

    Even with the reconcilliation information ?
Comment 6 Jack 2022-05-02 18:15:02 UTC
If you don't really care what type of account it is called, then you could just leave it as is.  
I believe (but am not absolutely certain, and do not have time to test right now) that the status of each transaction will be moved, but the reconciliation information (date(s) and amount(s)) will NOT be transferred by moving all the transactions.  However, unless you have done multiple reconciliations, and really want to keep all that history, then you only need to repeat the most recent reconciliation on the new account.
Comment 7 Bug Janitor Service 2022-05-17 04:35:35 UTC
Dear Bug Submitter,

This bug has been in NEEDSINFO status with no change for at least
15 days. Please provide the requested information as soon as
possible and set the bug status as REPORTED. Due to regular bug
tracker maintenance, if the bug is still in NEEDSINFO status with
no change in 30 days the bug will be closed as RESOLVED > WORKSFORME
due to lack of needed information.

For more information about our bug triaging procedures please read the
wiki located here:
https://community.kde.org/Guidelines_and_HOWTOs/Bug_triaging

If you have already provided the requested information, please
mark the bug as REPORTED so that the KDE team knows that the bug is
ready to be confirmed.

Thank you for helping us make KDE software even better for everyone!
Comment 8 Bug Janitor Service 2022-06-01 04:35:47 UTC
This bug has been in NEEDSINFO status with no change for at least
30 days. The bug is now closed as RESOLVED > WORKSFORME
due to lack of needed information.

For more information about our bug triaging procedures please read the
wiki located here:
https://community.kde.org/Guidelines_and_HOWTOs/Bug_triaging

Thank you for helping us make KDE software even better for everyone!