Re: [GNC] Unable to Refine Existing Search

2024-05-17 Thread Derek Atkins
Hi,

On Fri, May 17, 2024 2:43 am, Patrick Skelton wrote:
> Hi Derek,
>
> In the absence of tags in GnuCash, I thought I would use the *Number
> *field
> as a pseudo tag since I am not using it for anything else.
>
> So my search would be along the lines of *AFTER-dd/mm/yy AND
> BEFORE-dd/yy/mm AND CONTAINS-STRING-[tag]*. Then what I'd want to do it
> run
> the search again with the same date constraints but a different tag. So,
> it
> appears your answer means I will simply have to re-enter the date range
> every time.

Correct, you cannot change the existing query, you can only augment it.
So yes, you will need to re-enter the whole query in order to change the
"contains string".

>
> I am an absolute amateur when it comes to accounts, but it does seem to me
> that the GnuCash could be improved in this area. Tags would be great, as
> would a bit more flexibility on custom reports.

You need to keep in mind that GnuCash is implemented by volunteers who all
have real Day Jobs, so GnuCash is only done in their free time.  Nobody is
paid to work on GnuCash.  As a result, features can sometimes take a long
time to get implemented, and in general the features that the devs need
get implemented first.

With that in mind, the current query interfaces were written 20 years ago.
 The UI gets translated into QofQuery predicates, which is (unfortunately)
a one-way transform.  It MAY be possible to take a QofQuery and rebuild
the UI, but it would not necessarily map to what you input (because the
structure of the QofQuery gets manipulated based on ANDs and ORs getting
unrolled).

Having said all that, yes, Tags would be a great addition.  Patches always
welcome!  :)

> Thank you for your answer.
>
> Kind wishes - Patrick

-derek
-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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Re: [GNC] Unable to Refine Existing Search

2024-05-17 Thread Patrick Skelton
Hi Derek,

In the absence of tags in GnuCash, I thought I would use the *Number *field
as a pseudo tag since I am not using it for anything else.

So my search would be along the lines of *AFTER-dd/mm/yy AND
BEFORE-dd/yy/mm AND CONTAINS-STRING-[tag]*. Then what I'd want to do it run
the search again with the same date constraints but a different tag. So, it
appears your answer means I will simply have to re-enter the date range
every time.

I am an absolute amateur when it comes to accounts, but it does seem to me
that the GnuCash could be improved in this area. Tags would be great, as
would a bit more flexibility on custom reports.

Thank you for your answer.

Kind wishes - Patrick









On Wed, 15 May 2024 at 12:37, Derek Atkins  wrote:

> Hi,
>
> On Tue, May 14, 2024 3:24 am, Patrick Skelton wrote:
> > Hi,
> >
> > If I do a *Find* in GnuCash using a handful of criteria, it does what I'd
> > expect.
> >
> > If I then want to modify this existing *Find*, I cannot see how to do
> > this.
> > If I select the same operation again from the menu while the currently
> > active tab contains my current find results, and then I click on either
> > 'Refine current search' or 'Add results to current search', the original
> > criteria I set are gone, so basically I am just doing a new search and
> > have
> > to enter all the criteria again.
>
> No, the initial criteria are still there -- just inaccessible.  You're
> just appending to them with an additional AND statement (refine) or OR
> statement (add results).
>
> >
> > Is there a way to modify the search criteria already used or perhaps even
> > save a set of criteria so they can be re-run.
>
> No.
>
> > I realise what I am really wanting here is a custom report but I need it
> > to
> > contain only records containing a certain string and I can't see how to
> > get
> > the reporting to do this.
>
> Could you go into more details about what it is, exactly, you're trying to
> do?
>
> > Kind wishes - Patrick
>
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
>
> -derek
>
> --
>Derek Atkins 617-623-3745
>de...@ihtfp.com www.ihtfp.com
>Computer and Internet Security Consultant
>
>
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Re: [GNC] Unable to Refine Existing Search

2024-05-15 Thread Derek Atkins
David,

On Wed, May 15, 2024 12:07 pm, David Carlson wrote:
> I vaguely recall asking for an enhancement a few years ago to show the
> search criteria along with the results but I have forgotten whether that
> was in Bugzilla or in that other place which I now cannot even remember
> the
> name of.

UserVoice?

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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Re: [GNC] Unable to Refine Existing Search

2024-05-15 Thread David Carlson
I vaguely recall asking for an enhancement a few years ago to show the
search criteria along with the results but I have forgotten whether that
was in Bugzilla or in that other place which I now cannot even remember the
name of.

On Wed, May 15, 2024 at 6:33 AM Patrick Skelton 
wrote:

> Hi,
>
> If I do a *Find* in GnuCash using a handful of criteria, it does what I'd
> expect.
>
> If I then want to modify this existing *Find*, I cannot see how to do this.
> If I select the same operation again from the menu while the currently
> active tab contains my current find results, and then I click on either
> 'Refine current search' or 'Add results to current search', the original
> criteria I set are gone, so basically I am just doing a new search and have
> to enter all the criteria again.
>
> Is there a way to modify the search criteria already used or perhaps even
> save a set of criteria so they can be re-run.
>
> I realise what I am really wanting here is a custom report but I need it to
> contain only records containing a certain string and I can't see how to get
> the reporting to do this.
>
> Kind wishes - Patrick
> ___
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-- 
David Carlson
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Re: [GNC] Unable to Refine Existing Search

2024-05-15 Thread Adrien Monteleone
The Transaction Report has a Filter option that takes simple text as 
well as a Regular Expression.



Regards,
Adrien

On 5/14/24 2:24 AM, Patrick Skelton wrote:

I realise what I am really wanting here is a custom report but I need it to
contain only records containing a certain string and I can't see how to get
the reporting to do this.


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Re: [GNC] Unable to Refine Existing Search

2024-05-15 Thread Derek Atkins
Hi,

On Tue, May 14, 2024 3:24 am, Patrick Skelton wrote:
> Hi,
>
> If I do a *Find* in GnuCash using a handful of criteria, it does what I'd
> expect.
>
> If I then want to modify this existing *Find*, I cannot see how to do
> this.
> If I select the same operation again from the menu while the currently
> active tab contains my current find results, and then I click on either
> 'Refine current search' or 'Add results to current search', the original
> criteria I set are gone, so basically I am just doing a new search and
> have
> to enter all the criteria again.

No, the initial criteria are still there -- just inaccessible.  You're
just appending to them with an additional AND statement (refine) or OR
statement (add results).

>
> Is there a way to modify the search criteria already used or perhaps even
> save a set of criteria so they can be re-run.

No.

> I realise what I am really wanting here is a custom report but I need it
> to
> contain only records containing a certain string and I can't see how to
> get
> the reporting to do this.

Could you go into more details about what it is, exactly, you're trying to
do?

> Kind wishes - Patrick

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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