Re: [GNC] Including document paths in reports

2023-05-22 Thread Vincent Dawans
> I’m guessing that the links are also live so they could also be verified
by selecting.

Yes and in the current version that's already the case (if the other option
called ¨Enable Links? is selected, which it is by default). The L anchor
has a link to the document. In the updated version, the only change is to
either display the short L anchor text or the long ¨full document path/url"
anchor text.

On Mon, May 22, 2023 at 3:22 PM Brook Milligan  wrote:

>
>
> > On May 22, 2023, at 4:13 PM, Vincent Dawans  wrote:
> >
> > OK I submitted a draft PR to implement this. Let's see if it makes it in
> the main release otherwise I will make it as a custom report. See
> https://github.com/Gnucash/gnucash/pull/1643 for a couple screenshots.
>
> Something like this would be hugely helpful for auditing.  I’m guessing
> that the links are also live so they could also be verified by selecting.
>
> Thanks for doing this.  I hope it is deemed broadly useful and makes it
> into the code base.
>
> Cheers,
> Brook
>
>
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Re: [GNC] Including document paths in reports

2023-05-22 Thread Brook Milligan


> On May 22, 2023, at 4:13 PM, Vincent Dawans  wrote:
> 
> OK I submitted a draft PR to implement this. Let's see if it makes it in the 
> main release otherwise I will make it as a custom report. See 
> https://github.com/Gnucash/gnucash/pull/1643 for a couple screenshots.

Something like this would be hugely helpful for auditing.  I’m guessing that 
the links are also live so they could also be verified by selecting.

Thanks for doing this.  I hope it is deemed broadly useful and makes it into 
the code base.

Cheers,
Brook

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Re: [GNC] Including document paths in reports

2023-05-22 Thread Vincent Dawans
OK I submitted a draft PR to implement this. Let's see if it makes it in
the main release otherwise I will make it as a custom report. See
https://github.com/Gnucash/gnucash/pull/1643 for a couple screenshots.
Cheers,
Vincent

On Mon, May 22, 2023 at 5:49 AM Brook Milligan  wrote:

>
> > On May 21, 2023, at 9:16 PM, Vincent Dawans  wrote:
> >
> > Are you aware that the transaction report already has the option to
> display not the document path itself but a mark that there is a linked
> document? It just shows L to the left of the amount column when there is a
> document (with a link to it when you click on the L). If there isn't a
> document then it stays blank. It's the link checkbox on the display option
> to enable this.
>
> Thanks for pointing that out.  I was not aware of what the “link” option
> did and had not tested it.
>
> That would be good for seeing if a link is present, but not for checking
> that the links are correct.  I feel it would still be valuable for auditing
> purposes to be able to see the whole (or relative) path.
>
> > Changing the code to replace the L with the actual document path is
> relatively easy but whether this change would make it to the actual
> official release I can't say. It's yet another option in an already long
> list of options. I can certainly propose the chance but can't guarantee it
> would be accepted.
>
> I can see two different use cases: (i) report link presence/absence (as
> now) and (ii) report link path.  Another option strikes me as not a big
> deal; there are already a number, which allows appropriate customization,
> so one more seems no big deal.
>
> > The alternative would be to implement this in a custom report. I am
> happy to help with that but only if the current L / no L option is not
> enough, and only if you are comfortable installing a custom report.
> https://wiki.gnucash.org/wiki/Custom_Reports#Loading_Your_Report
>
> In the short term, I’m fine with customized reports.  It might be a way to
> learn how to do that, which is something I’ve looked at but not figured
> out.  However, this does seem like a valuable feature to add.
>
> Cheers,
> Brook
>
>
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Re: [GNC] Including document paths in reports

2023-05-22 Thread Brook Milligan

> On May 21, 2023, at 9:16 PM, Vincent Dawans  wrote:
> 
> Are you aware that the transaction report already has the option to display 
> not the document path itself but a mark that there is a linked document? It 
> just shows L to the left of the amount column when there is a document (with 
> a link to it when you click on the L). If there isn't a document then it 
> stays blank. It's the link checkbox on the display option to enable this.

Thanks for pointing that out.  I was not aware of what the “link” option did 
and had not tested it.

That would be good for seeing if a link is present, but not for checking that 
the links are correct.  I feel it would still be valuable for auditing purposes 
to be able to see the whole (or relative) path.

> Changing the code to replace the L with the actual document path is 
> relatively easy but whether this change would make it to the actual official 
> release I can't say. It's yet another option in an already long list of 
> options. I can certainly propose the chance but can't guarantee it would be 
> accepted.

I can see two different use cases: (i) report link presence/absence (as now) 
and (ii) report link path.  Another option strikes me as not a big deal; there 
are already a number, which allows appropriate customization, so one more seems 
no big deal.

> The alternative would be to implement this in a custom report. I am happy to 
> help with that but only if the current L / no L option is not enough, and 
> only if you are comfortable installing a custom report. 
> https://wiki.gnucash.org/wiki/Custom_Reports#Loading_Your_Report

In the short term, I’m fine with customized reports.  It might be a way to 
learn how to do that, which is something I’ve looked at but not figured out.  
However, this does seem like a valuable feature to add.

Cheers,
Brook

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Re: [GNC] Including document paths in reports

2023-05-21 Thread Vincent Dawans
Are you aware that the transaction report already has the option to display
not the document path itself but a mark that there is a linked document? It
just shows L to the left of the amount column when there is a document
(with a link to it when you click on the L). If there isn't a document then
it stays blank. It's the link checkbox on the display option to enable this.

Changing the code to replace the L with the actual document path is
relatively easy but whether this change would make it to the actual
official release I can't say. It's yet another option in an already long
list of options. I can certainly propose the chance but can't guarantee it
would be accepted.

The alternative would be to implement this in a custom report. I am happy
to help with that but only if the current L / no L option is not enough,
and only if you are comfortable installing a custom report.
https://wiki.gnucash.org/wiki/Custom_Reports#Loading_Your_Report

Sincerely,

Vincent Dawans

On Sun, May 21, 2023 at 2:19 PM Brook Milligan  wrote:

> Is there any way to include the path to linked documents in a, for
> example, transaction report?
>
> While this is not a normal financial need, it would be really helpful for
> auditing that transaction information is complete.  For example, it would
> be useful for finding transactions that lack corresponding documentation to
> eliminate mistakes.
>
> Thanks a lot.
>
> Cheers,
> Brook
>
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