wish: block editing of reconciled transactions

Bug #1909749 reported by Pascal RAULT
16
This bug affects 3 people
Affects Status Importance Assigned to Milestone
HomeBank
Wishlist
Maxime DOYEN

Bug Description

Hello,

Very often, I use existing transactions as model to create a new one. Sometimes, by mistake, I edit the existing transaction instead of inheriting it.
It cause a modification of the reconciled balance.
To avoid that, it may be very useful to have a button to block or unblock the reconciled transactions.

Many thanks

Pascal RAULT (mongo84)
summary: - block reconciled transactions
+ Wish: block reconciled transactions
Pascal RAULT (mongo84)
summary: - Wish: block reconciled transactions
+ Wish: block editing of reconciled transactions
Revision history for this message
Kinnin Vo-Shay (vo-shay) wrote :

I've run into this before as well, and debated if I should raise a wish for it. Seems like I'm not the only one!

Hadn't considered it as a button (in the account window, I assume). I initially thought this might be good as a setting, but I did expect to be able to first change the reconciled state to unreconciled in case I did need to change that transaction.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

what do you mean by "block or unblock"

have a button with a padlock and when it is set you cannot edit reconciled txn ?
or something else, more ?

Changed in homebank:
status: New → Incomplete
Revision history for this message
Pascal RAULT (mongo84) wrote :

I think of a button which is red when the reconcilied operations are blocked and become green when I click on it to unblock these reconcilied operations.

Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
status: Incomplete → New
Maxime DOYEN (mdoyen)
tags: added: data-structure
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.6
importance: Wishlist → Undecided
milestone: 5.6 → none
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.6
Revision history for this message
Lindsay Lorden (ludwigwn) wrote :

This is a problem I've run into too, so support implementing something to protect reconciled transactions - one accounting package I used in the past just had a "are you sure you wish to change a reconciled [or cleared] transaction - your account reconciliation may be affected? (Y/N)" prompt before changes would save.
I'd be happy with a reconciled [even cleared?] transaction being unable to be edited - maybe a prompt to say "save as a new transaction (Yes/Cancel)?". A highly padlock image on the transaction screen would help too.

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I have added a switch button with a small padlock image on the left
when lock, you cannot:
- edit
- delete
- change status

Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
summary: - Wish: block editing of reconciled transactions
+ wish: block editing of reconciled transactions
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

this still to be officially released in 5.6
but I have included it into 5.5.4 also

Revision history for this message
Lindsay Lorden (ludwigwn) wrote :

Hopefully the "padlock" can be unlocked though? .. just in case one makes a mistake reconciling it!

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

yes of course, easily lock/unlock

Maxime DOYEN (mdoyen)
tags: removed: data-structure
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