[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-27 Thread Jack
https://bugs.kde.org/show_bug.cgi?id=397094

Jack  changed:

   What|Removed |Added

 Resolution|WAITINGFORINFO  |WORKSFORME
 Status|NEEDSINFO   |RESOLVED
 CC|ostroffjh@users.sourceforge |
   |.net|

--- Comment #13 from Jack  ---
George, I'm still not sure exactly what the problem is.  When a scheduled
transaction is actually entered, it becomes a real transaction in the relevant
account, and you can do anything with it that you can do with any other
transaction.  Before that, it is only a scheduled transaction, and although it
is displayed in the relevant ledgers, you cannot edit it there until it has
been entered.  Up until the scheduled date, it should show the scheduled date,
but after that date, since it has not been entered yet, it shows the current
date, which will be the date of the transaction if entered then.  

I'm going to close this as WORKSFORME, but do reopen it if the problem happens
again, especially if you can provide more details about what seems wrong.

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-27 Thread George
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #12 from George  ---
Thomas,

My scheduled transactions are all set up exactly as you outlined in your 
stream of emails. I only have an issue once in a while (still trying to 
figure out pattern) and only with a single schedule (I probably have 
20-30 set up). I have 2 scheduled transactions set up as loan repayments 
and the problem appears to be related to that. Actually, I said I only 
had an issue with a single schedule, but the two loan schedules are very 
similar, so it could be either one or both of those. Either way, I have 
no issues with other types of transactions. At this point I'm thinking 
of just eliminating this type of scheduled transaction and making it a 
simple withdrawal or transfer.

I don't require any further action from you on my behalf. I'm going to 
leave it as-is for now. If I see this happen again I'll try to note all 
the circumstances and forward to you.

Thanks for looking into this.

George

On 1/27/19 8:59 AM, Thomas Baumgart wrote:
> https://bugs.kde.org/show_bug.cgi?id=397094
>
> --- Comment #11 from Thomas Baumgart  ---
> Created attachment 117685
>--> https://bugs.kde.org/attachment.cgi?id=117685&action=edit
> Updated schedule
>
> Since the transaction was entered, the schedule was updated to the next due
> date. The question now is: what is the problem? For me everything works as
> designed.
>

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-27 Thread Thomas Baumgart
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #11 from Thomas Baumgart  ---
Created attachment 117685
  --> https://bugs.kde.org/attachment.cgi?id=117685&action=edit
Updated schedule

Since the transaction was entered, the schedule was updated to the next due
date. The question now is: what is the problem? For me everything works as
designed.

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-27 Thread Thomas Baumgart
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #10 from Thomas Baumgart  ---
Created attachment 117683
  --> https://bugs.kde.org/attachment.cgi?id=117683&action=edit
Real transaction in ledger

Et voilà the transaction is now stored in the ledger with the date we wanted
and it is not grayed out anymore (because it's not a scheduled transaction but
a real one). The date of this transaction does not change without user
intervention.

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-27 Thread Thomas Baumgart
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #9 from Thomas Baumgart  ---
Created attachment 117682
  --> https://bugs.kde.org/attachment.cgi?id=117682&action=edit
Enter the details of the transaction

You can now enter the details of the transaction. The date is set to the actual
due date. I left it here as is to see a change in the ledger and simply pressed
Enter. If you change anything here, you will be asked if this is a one time
change or should be used for future transactions.

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-27 Thread Thomas Baumgart
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #8 from Thomas Baumgart  ---
Created attachment 117681
  --> https://bugs.kde.org/attachment.cgi?id=117681&action=edit
Restart the application

In this state when the application starts it detects a schedule that needs to
be entered and informs the user. It is still shown grayed out in the ledger.
Then press OK to see the next dialog.

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-27 Thread Thomas Baumgart
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #7 from Thomas Baumgart  ---
Created attachment 117680
  --> https://bugs.kde.org/attachment.cgi?id=117680&action=edit
Automatic check upon application start

This option needs to be turned on so that the schedules are checked at
application start. A setting of 0 days in advance will enter them exactly on
the date they are due.

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-27 Thread Thomas Baumgart
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #6 from Thomas Baumgart  ---
Created attachment 117679
  --> https://bugs.kde.org/attachment.cgi?id=117679&action=edit
The schedule in the ledger

If you switch to the ledger of the account the transaction is shown with todays
date. This is the standard behavior. It is grayed out to identify a schedule
that is due but not yet issued.

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-27 Thread Thomas Baumgart
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #5 from Thomas Baumgart  ---
Created attachment 117678
  --> https://bugs.kde.org/attachment.cgi?id=117678&action=edit
The schedule

In the first step I create a schedule which today (2019-01-27) is overdue for
two days. The option "Enter this schedule into the register automatically when
it is due" is turned on (important).

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-26 Thread George
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #4 from George  ---
Just happened again this month. The scheduled txns are set up to automatically
be entered in the ledger, which they are. However, once there the txn never
becomes 'current' and therefore can't be edited. May have something to do with
the scheduled date not being a weekday. I'll try to pay closer attention next
time it happens rather that just fixing it by deleting the scheduled text and
entering a manual txn.

⁣Sent from BlueMail ​

On Jan 26, 2019, 18:56, at 18:56, Jack  wrote:
>https://bugs.kde.org/show_bug.cgi?id=397094
>
>Jack  changed:
>
>   What|Removed |Added
>
> Status|REPORTED|NEEDSINFO
>CC||ostroffjh@users.sourceforge
>   ||.net
> Resolution|--- |WAITINGFORINFO
>
>--- Comment #3 from Jack  ---
>Please let us know if the suggestions helped, or if you still have the
>problem.
>
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>You are receiving this mail because:
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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2019-01-26 Thread Jack
https://bugs.kde.org/show_bug.cgi?id=397094

Jack  changed:

   What|Removed |Added

 Status|REPORTED|NEEDSINFO
 CC||ostroffjh@users.sourceforge
   ||.net
 Resolution|--- |WAITINGFORINFO

--- Comment #3 from Jack  ---
Please let us know if the suggestions helped, or if you still have the problem.

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2018-08-02 Thread Thomas Baumgart
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #2 from Thomas Baumgart  ---
Jack probably described what you need to do. Select it with the right mouse
button to open the context menu and select "Enter next transaction". Also, the
scheduled transaction should appear grayed in the ledger. BTW, there is an
option that allows you to enter due schedules automatically at program start.
You may want to take a look at the manual for more details about entering
scheduled transactions at
https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.schedules.entering.html
 Please report back if that helps.

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[kmymoney] [Bug 397094] Scheduled transaction date keeps incrementing to current date in ledger

2018-08-02 Thread Jack
https://bugs.kde.org/show_bug.cgi?id=397094

--- Comment #1 from Jack  ---
I don't think I understand what the problem is.  A scheduled transaction can
only be edited on the Schedules View - but that edits the schedule, which
affects future instances.  Once the scheduled transaction (say the last day of
every month) is entered, it becomes a real transaction on 7/31, and that date
will never change unless you edit it in the ledger.  Once that happens, then
the schedule should show the next instance as 8/31.  Although future scheduled
transactions may be shown in the ledger, you cannot edit them there, because
they are not yet real transactions.  

Also, when you enter a schedule, you can alter the details (date, amount,
payee, ...) and it should prompt whether you want those changes to apply on to
this single instance, or to the schedule itself, thus for all future instances.

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