Bug 473387 - When editing a transfer, changing the "To:" or "From:" information only makes the change on one side of the transfer.
Summary: When editing a transfer, changing the "To:" or "From:" information only makes...
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 5.1.3
Platform: unspecified All
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2023-08-14 19:40 UTC by Andy
Modified: 2023-08-16 13:47 UTC (History)
0 users

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Description Andy 2023-08-14 19:40:57 UTC
SUMMARY
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STEPS TO REPRODUCE
1. Create a transfer transaction and save it.
2. Edit the transfer transaction and change the To or From data on one side of the transfer and save it.
3. Look at the other side of the transfer

OBSERVED RESULT
The To and From entries no longer match. Only the side edited is changed.

EXPECTED RESULT
The To and From entries should match the entry made in the edit. 

SOFTWARE/OS VERSIONS
Windows: 11
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: KF5
Qt Version: 

ADDITIONAL INFORMATION
Comment 1 Jack 2023-08-14 19:48:43 UTC
What exact data are you changing?  The only thing I know of that should change in both splits is the amount.  (Internally, a transaction contains a separate split for each account with money entering or leaving.  For a transfer transaction, there is one split for each account.)  The issue with the memo not changing is known.  When a transaction is first created, the memo is on the transaction itself.  Once it gets edited, you are only editing the memo for the split for the account in which you are doing the edit.  There is probably already a bug open for that, but I don't think it is something which will be addressed in the near future.
Comment 2 Andy 2023-08-15 00:39:13 UTC
Jack,

As the subject says, I am changing the “To:” data or the “From:” data and it only changes on one side. So if the only thing that will change on both sides is the amount, the question is why.

Andy

> On Aug 14, 2023, at 3:48 PM, Jack <bugzilla_noreply@kde.org> wrote:
> 
> https://bugs.kde.org/show_bug.cgi?id=473387
> 
> --- Comment #1 from Jack <ostroffjh@users.sourceforge.net> ---
> What exact data are you changing?  The only thing I know of that should change
> in both splits is the amount.  (Internally, a transaction contains a separate
> split for each account with money entering or leaving.  For a transfer
> transaction, there is one split for each account.)  The issue with the memo not
> changing is known.  When a transaction is first created, the memo is on the
> transaction itself.  Once it gets edited, you are only editing the memo for the
> split for the account in which you are doing the edit.  There is probably
> already a bug open for that, but I don't think it is something which will be
> addressed in the near future.
> 
> -- 
> You are receiving this mail because:
> You reported the bug.
Comment 3 Andy 2023-08-15 00:42:01 UTC
Jack,

As I read your answer, it seems that editing the transaction is only editing the split for the account that you are in. That seems to be the reason that the other account is not changed. Similar to the memo bug, can this be fixed?

Andy

> On Aug 14, 2023, at 8:38 PM, Andy DuPont <andradupont@gmail.com> wrote:
> 
> Jack,
> 
> As the subject says, I am changing the “To:” data or the “From:” data and it only changes on one side. So if the only thing that will change on both sides is the amount, the question is why.
> 
> Andy
> 
>> On Aug 14, 2023, at 3:48 PM, Jack <bugzilla_noreply@kde.org> wrote:
>> 
>> https://bugs.kde.org/show_bug.cgi?id=473387
>> 
>> --- Comment #1 from Jack <ostroffjh@users.sourceforge.net> ---
>> What exact data are you changing?  The only thing I know of that should change
>> in both splits is the amount.  (Internally, a transaction contains a separate
>> split for each account with money entering or leaving.  For a transfer
>> transaction, there is one split for each account.)  The issue with the memo not
>> changing is known.  When a transaction is first created, the memo is on the
>> transaction itself.  Once it gets edited, you are only editing the memo for the
>> split for the account in which you are doing the edit.  There is probably
>> already a bug open for that, but I don't think it is something which will be
>> addressed in the near future.
>> 
>> -- 
>> You are receiving this mail because:
>> You reported the bug.
>
Comment 4 Jack 2023-08-15 01:23:08 UTC
What are you actually changing?  Which field?  I'm clearly not understanding what you think is wrong.  Also, when you reply to a bug post by email, please remove all the previous text, since it just clutters the bug, in which your entire email becomes the next comment.  Thanks
Comment 5 Andy 2023-08-15 02:44:09 UTC
When you create a new transfer, the very first field you are given is a choice between “Pay to” or “From”. This is the field that if you edit the transfer, only one side of the transfer is changed. So, If for example I create a Transfer in Acct-1 and "Pay to" Payee-1 and Transfer to Acct-2 and save the transaction, then if I edit the transaction in Acct-1 and change the “Pay to” to Payee-2, then in Acct-2, the “Transfer from” still says Payee-1 instead of Payee-2.
Comment 6 Thomas Baumgart 2023-08-15 13:40:53 UTC
That is 'by design' (same with the memo field). There was an earlier bug report (dating back a few years) that requested to be able to have different data in both splits. The compromise was, that it has to be done via editing. If there is no objection, I will close this bug as "not a bug" or we should re-phrase the title and make it a wish list item.
Comment 7 Jack 2023-08-15 14:15:23 UTC
I think we should leave it as a wishlist, perhaps with title "Inform user if editing a transaction will leave different values in the splits, such as Memo or Payee."  I think it does need further thought, because some splits end up being much harder to edit than others, and the differences can cause confusion making a transaction look different in different ledgers or reports.
Comment 8 Andy 2023-08-15 15:17:53 UTC
I agree with Jack. Let's leave it on the wish list. No doubt that reporting is complicated by allowing the two sides to be different. It was a report that alerted me to the issue in the first place.
Comment 9 Andy 2023-08-16 13:47:40 UTC
Thanks for putting this on the wishlist. I would suggest a pop-up window when editing that would give the choice of changing both sides, or just the side you are editing.