Re: [GNC] Nice to Have?

2023-12-16 Thread R Losey
I think that I always have seen the full list of scheduled transactions (on
an iMac using 5.3) when GC starts; most of them are empty; some have
Reminder or Created tags. But I thought I always see the full list.

On Thu, Dec 14, 2023 at 2:45 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> This is weird.
>
> I managed to trigger this complete listing, but now I can't fix it back.
>
> At first, my Since Last Run (SLR) showed only a list of reminders and
> created SX.
>
> After playing with the option to remind in advance, unticking it removed
> that SX as expected as it wasn't yet time to fire.
>
> But setting it back, and re-running the SLR, now all Enabled SX are
> listed (below the Reminders unlike Grace's screenshot) and I can't seem
> to make them go away and get back to the original behavior.
>
> Regards,
> Adrien
>
> On 12/14/23 2:35 PM, Adrien Monteleone wrote:
> > It looks like that is what Grace is already referring to by the
> screenshot.
> >
> > I'm not even sure how to show all SX on that dialog, even those not set
> > to remind or auto-create yet.
> >
> > If I set a window or untick the option entirely, they don't show up.
> >
> > If there are none for the day, I get that notice instead of a list.
>
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Re: [GNC] Nice to Have?

2023-12-14 Thread David H
I always get all my Scheduled Transactions showing up in the dialog.  I
always check "Create automatically" and "Notify me when created" on and
also set "Create in advance" to 60 days so I can tell at a glance what my
upcoming cashflow looks like.  So I might have 20 or so txns listed but
only 1 or 2 will have the "created" notation, then when I click OK a new
"Created" register tab opens with only the txns that were actually created
listed in it.  It's pretty obvious which txns were actually created and I
think from memory you can click the Status header to group them all
together at top or bottom.  It used to annoy me seeing them all but I've
just gotten used to it now and ignore the list of txns and just click ok
which opens the register tab that only lists the created txns anyway :-)

I've always assumed the OK / Cancel buttons on the dialog only relate to
any fields you can change on the dialog which appears limited to the Show
Created txns checkbox - i.e. turning off or on the option for future use ???

Cheers David H.




On Fri, 15 Dec 2023 at 10:10, Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> No Stan, they aren't talking about not showing them at all, but rather
> showing those not due to fire or due to be reminded, for that same day,
> in the Since Last Run (SLR) dialog.
>
> See the screenshot Grace posted. This isn't the editor, this is the SLR
> dialog.
>
> Also see my other post threaded under Derek's reply. I didn't see
> non-pertinent SXs until I played around with the checkbox to not remind
> me. (which initially worked) After resetting it, now I get all Enabled
> SXs showing up in the SLR and I can't make them go away.
>
>
> Regards,
> Adrien
>
> On 12/14/23 5:34 PM, Stan Brown (using GC 4.14) wrote:
> > I've _never_ had that happen. When I fire up GC for the first time of
> > the day, if there are any transactions firing that day, then a panel
> > pops up showing those and only those. If none are firing that day,
> > nothing pops up.
> >
> > When I open Actions > Scheduled Transactions, _then_ I see all the
> > scheduled transactions. I think it would be very wrong to show only the
> > ones scheduled to fire today, because then there would be no way to edit
> > an existing scheduled transaction that is scheduled to fire in the
> future.
> >
> > Upon opening GC, if Grace is actually getting transactions popping up
> > that are not supposed to fire today, I wonder if perhaps she has set
> > them to repeat every day.
>
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Re: [GNC] Nice to Have?

2023-12-14 Thread Adrien Monteleone
No Stan, they aren't talking about not showing them at all, but rather 
showing those not due to fire or due to be reminded, for that same day, 
in the Since Last Run (SLR) dialog.


See the screenshot Grace posted. This isn't the editor, this is the SLR 
dialog.


Also see my other post threaded under Derek's reply. I didn't see 
non-pertinent SXs until I played around with the checkbox to not remind 
me. (which initially worked) After resetting it, now I get all Enabled 
SXs showing up in the SLR and I can't make them go away.



Regards,
Adrien

On 12/14/23 5:34 PM, Stan Brown (using GC 4.14) wrote:

I've _never_ had that happen. When I fire up GC for the first time of
the day, if there are any transactions firing that day, then a panel
pops up showing those and only those. If none are firing that day,
nothing pops up.

When I open Actions > Scheduled Transactions, _then_ I see all the
scheduled transactions. I think it would be very wrong to show only the
ones scheduled to fire today, because then there would be no way to edit
an existing scheduled transaction that is scheduled to fire in the future.

Upon opening GC, if Grace is actually getting transactions popping up
that are not supposed to fire today, I wonder if perhaps she has set
them to repeat every day.


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Re: [GNC] Nice to Have?

2023-12-14 Thread Stan Brown (using GC 4.14)
On 2023-12-14 12:23, Kalpesh Patel wrote:
> I think Grace means that when you fire up GNC, it displays scheduled 
> transaction window which has all of the transactions configured in that 
> book. She (and I) think just displaying what is being added at that 
> firing up should display only for the ones that are applicable for that 
> fire up and not any other ones that are scheduled further in the future 
> from now.

I've _never_ had that happen. When I fire up GC for the first time of
the day, if there are any transactions firing that day, then a panel
pops up showing those and only those. If none are firing that day,
nothing pops up.

When I open Actions > Scheduled Transactions, _then_ I see all the
scheduled transactions. I think it would be very wrong to show only the
ones scheduled to fire today, because then there would be no way to edit
an existing scheduled transaction that is scheduled to fire in the future.

Upon opening GC, if Grace is actually getting transactions popping up
that are not supposed to fire today, I wonder if perhaps she has set
them to repeat every day.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Nice to Have?

2023-12-14 Thread Adrien Monteleone

Yes.

Regards,
Adrien

On 12/14/23 2:47 PM, Mark at Lorimark wrote:

Did you close the program and re-open it after resetting the option?


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Re: [GNC] Nice to Have?

2023-12-14 Thread Mark at Lorimark

Did you close the program and re-open it after resetting the option?

~mark petryk
~w:http://www.lorimarksolutions.com

On 12/14/23 14:43, Adrien Monteleone wrote:

This is weird.

I managed to trigger this complete listing, but now I can't fix it back.

At first, my Since Last Run (SLR) showed only a list of reminders and 
created SX.


After playing with the option to remind in advance, unticking it removed 
that SX as expected as it wasn't yet time to fire.


But setting it back, and re-running the SLR, now all Enabled SX are 
listed (below the Reminders unlike Grace's screenshot) and I can't seem 
to make them go away and get back to the original behavior.


Regards,
Adrien


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Re: [GNC] Nice to Have?

2023-12-14 Thread Adrien Monteleone

This is weird.

I managed to trigger this complete listing, but now I can't fix it back.

At first, my Since Last Run (SLR) showed only a list of reminders and 
created SX.


After playing with the option to remind in advance, unticking it removed 
that SX as expected as it wasn't yet time to fire.


But setting it back, and re-running the SLR, now all Enabled SX are 
listed (below the Reminders unlike Grace's screenshot) and I can't seem 
to make them go away and get back to the original behavior.


Regards,
Adrien

On 12/14/23 2:35 PM, Adrien Monteleone wrote:

It looks like that is what Grace is already referring to by the screenshot.

I'm not even sure how to show all SX on that dialog, even those not set 
to remind or auto-create yet.


If I set a window or untick the option entirely, they don't show up.

If there are none for the day, I get that notice instead of a list.


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Re: [GNC] Nice to Have?

2023-12-14 Thread Fred Bone
On 14 December 2023 at 14:09, David Carlson said:

> Grace,
> 
> Please remember to reply to the list.
> 
> I am not sure how to respond to your specific issue,  other users may be
> able to help.
> 
> 
> 
> On Thu, Dec 14, 2023, 2:02 PM Grace  wrote:
> 
> > All of my scheduled transaction are set to "create 1 day in advance",
> > but when the window pops up, *all* of the scheduled transactions are in
> > the list. Only the ones due today have the split display on them. The
> > "remind me" are set to zero days. So when the window pops up I would
> > like to see only Test Scheduled Transaction.
> >
> > The Car Insurance scheduled transaction has "remind me" set to 1, while
> > all the others "remind me" is not selected.
> >
> > Oh!, and if you select cancel, it still adds the transaction.

If you have the txn set to "create automatically" then it has already 
been created by the time the Since-Last-Run display is produced. You can 
see it is marked "Created". "Cancel" won't change that, it's too late.

If you don't want that to happen then uncheck "create automatically". 
Then you'll get a chance to decide what you want to do with it, and 
"cancel" does what you appear to want.


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Re: [GNC] Nice to Have?

2023-12-14 Thread Adrien Monteleone

It looks like that is what Grace is already referring to by the screenshot.

I'm not even sure how to show all SX on that dialog, even those not set 
to remind or auto-create yet.


If I set a window or untick the option entirely, they don't show up.

If there are none for the day, I get that notice instead of a list.

Regards,
Adrien

On 12/14/23 11:27 AM, Derek Atkins wrote:

The "Since Last Run" dialog is what you want -- it will display all the
SXes that are being processed "today".


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Re: [GNC] Nice to Have?

2023-12-14 Thread Adrien Monteleone
I take it back. There are global preferences under Preferences > 
Scheduled Transactions but as far as I can tell, the auto-create and 
notify window periods are only for 'new' SX as defaults.


You can still individually change these.

Regards,
Adrien

On 12/14/23 10:49 AM, Adrien Monteleone wrote:
I don't think this is configurable for all transactions together. It is 
a case-by-case basis.


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Re: [GNC] Nice to Have?

2023-12-14 Thread Adrien Monteleone
Yes, that is called the Since Last Run dialog. You can also fire it 
manually under the Actions > Scheduled Transactions menu item.


I just tested it on 5.4 and the behavior for me has not changed. If I 
untick the box to remind me, and there are no SX for today, instead of 
the list, I get a notice that there are none with an 'OK' button to 
dismiss the dialog.


I never see a list with all of my SX shown. Only those that are set to 
remind and/or auto-create or due to be created show up.


And as for the 'cancel' button creating them anyway, I do not observe 
that behavior *unless* that SX has been set to 'auto-create', and as you 
should observe, for those the Since Last Run shows 'created' for those 
SX. (and 'reminder' for those not yet fired)


Regards,
Adrien

On 12/14/23 2:23 PM, Kalpesh Patel wrote:

I think Grace means that when you fire up GNC, it displays scheduled 
transaction window which has all of the transactions configured in that book. 
She (and I) think just displaying what is being added at that firing up should 
display only for the ones that are applicable for that fire up and not any 
other ones that are scheduled further in the future from now. I even go one 
further and say that if there aren't any to be applied then it should not 
display the window at all (perhaps another configuration parameter to add).


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Re: [GNC] Nice to Have?

2023-12-14 Thread Kalpesh Patel
I think Grace means that when you fire up GNC, it displays scheduled 
transaction window which has all of the transactions configured in that book. 
She (and I) think just displaying what is being added at that firing up should 
display only for the ones that are applicable for that fire up and not any 
other ones that are scheduled further in the future from now. I even go one 
further and say that if there aren't any to be applied then it should not 
display the window at all (perhaps another configuration parameter to add).

-Original Message-
From: Adrien Monteleone  
Sent: Thursday, December 14, 2023 11:50 AM
To: gnucash-u...@lists.gnucash.org
Subject: Re: [GNC] Nice to Have?

If I'm not mistaken, that is part of the setting for each Scheduled 
Transaction. You set how many days in advance you want it to remind you. 
If you would only want same-day, I'm hazarding a guess that "0" days would 
work. If that doesn't, try "1" day.

I don't think this is configurable for all transactions together. It is a 
case-by-case basis.

Regards,
Adrien

On 12/14/23 10:19 AM, Grace wrote:
> I don't know if this is the correct place to ask for a "Nice to Have".
> 
> My request is that the window that displays scheduled transactions to 
> be posted today, could only display those transactions being posted today.
> At the moment it displays all the scheduled transactions. For me it 
> would be nice if it just showed those being processed today.



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Re: [GNC] Nice to Have?

2023-12-14 Thread David Carlson
Don't hold your breath, but I believe the default behavior of the Since
Last Run assistant will change with the next GnuCash update in a few days
to be more user friendly.

The comments from others about the various settings being confusing may
still apply afterward, but there should be less clutter from SX"s that are
not doing anything today.



On Thu, Dec 14, 2023, 11:49 AM Stan Brown (using GC 4.14) <
stan...@fastmail.fm> wrote:

> On 2023-12-14 08:49, Adrien Monteleone wrote:
> > If I'm not mistaken, that is part of the setting for each Scheduled
> > Transaction. You set how many days in advance you want it to remind you.
> > If you would only want same-day, I'm hazarding a guess that "0" days
> > would work. If that doesn't, try "1" day.
> >
> > I don't think this is configurable for all transactions together. It is
> > a case-by-case basis.
>
> It is indeed on a case-by-case basis. However, when you create a new
> scheduled transaction, "Create ___ days in advance" and "Remind ___ days
> in advance" are both unchecked (unticked), so that the transaction is
> not created before its assigned date, and there's no advance reminder.
>
> I suppose it's possible to tick either or both boxes and leave the
> number of days at zero, the default, but since they're not ticked by
> default it seems simpler to leave them unticked.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
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Re: [GNC] Nice to Have?

2023-12-14 Thread Stan Brown (using GC 4.14)
On 2023-12-14 08:49, Adrien Monteleone wrote:
> If I'm not mistaken, that is part of the setting for each Scheduled
> Transaction. You set how many days in advance you want it to remind you.
> If you would only want same-day, I'm hazarding a guess that "0" days
> would work. If that doesn't, try "1" day.
> 
> I don't think this is configurable for all transactions together. It is
> a case-by-case basis.

It is indeed on a case-by-case basis. However, when you create a new
scheduled transaction, "Create ___ days in advance" and "Remind ___ days
in advance" are both unchecked (unticked), so that the transaction is
not created before its assigned date, and there's no advance reminder.

I suppose it's possible to tick either or both boxes and leave the
number of days at zero, the default, but since they're not ticked by
default it seems simpler to leave them unticked.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Nice to Have?

2023-12-14 Thread Derek Atkins
The "Since Last Run" dialog is what you want -- it will display all the
SXes that are being processed "today".

-derek

On Thu, December 14, 2023 11:19 am, Grace wrote:
> I don't know if this is the correct place to ask for a "Nice to Have".
>
> My request is that the window that displays scheduled transactions to be
> posted today, could only display those transactions being posted today.
> At the moment it displays all the scheduled transactions. For me it
> would be nice if it just showed those being processed today.
>
> Grace
>
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-- 
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   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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Re: [GNC] Nice to Have?

2023-12-14 Thread Adrien Monteleone
If I'm not mistaken, that is part of the setting for each Scheduled 
Transaction. You set how many days in advance you want it to remind you. 
If you would only want same-day, I'm hazarding a guess that "0" days 
would work. If that doesn't, try "1" day.


I don't think this is configurable for all transactions together. It is 
a case-by-case basis.


Regards,
Adrien

On 12/14/23 10:19 AM, Grace wrote:

I don't know if this is the correct place to ask for a "Nice to Have".

My request is that the window that displays scheduled transactions to be 
posted today, could only display those transactions being posted today. 
At the moment it displays all the scheduled transactions. For me it 
would be nice if it just showed those being processed today.


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[GNC] Nice to Have?

2023-12-14 Thread Grace

I don't know if this is the correct place to ask for a "Nice to Have".

My request is that the window that displays scheduled transactions to be 
posted today, could only display those transactions being posted today. 
At the moment it displays all the scheduled transactions. For me it 
would be nice if it just showed those being processed today.


Grace

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