Re: [GNC-dev] Proposed change of "U+R" and "R" in the Import main matcher.

2019-08-05 Thread Dale Phurrough via gnucash-devel
I greatly support changing to U+C.   C!!!
This is one of bugs I have in my list-o-bugs-from-dumping-quicken in April.
Attached is screenshot to remind those on this list w/o needing to dig
through the app.

As help, here is what I wrote to myself on the R/C topic. Like you wrote,
it needs to be changed in the app and in the documentation/website.

> online download, import transaction matcher using R not C
>
> https://gnucash-user.gnucash.narkive.com/PiMiDEIl/understanding-the-generic-import-transaction-manager
> and throughout the help of the dialog and column headers and right text
> all say R or Reconcile, but the website above suggests it is C(clear) and
> if you double-click on a transaction adn see the pending action it shows
> "c (Auto)"
> SEe screenshots download-match-help.png


On Tue, Aug 6, 2019 at 1:58 AM David Cousens 
wrote:

> I have raised bugs in the
> code(https://bugs.gnucash.org/show_bug.cgi?id=797338) and documentation
> (https://bugs.gnucash.org/show_bug.cgi?id=797337) proposing changing the
> "U+R" and "R" tags in the import main matcher to "U+C" and "C" where the
> curent use of R refers to the term reconciliation. The use of the term
> reconciliation in this context may cause some confusion with the
> reconciliation process of checking transactions for a period against an
> external statement, particularly for new users. The import matcher does not
> assign a "reconciled" status to an imported transaction but does set it as
> "c" cleared. You would not normally be importing transactions in which the
> splits to the account being imported to are already reconciled, i.e. marked
> "y" in a register however this might occur if you are importing records
> separately to a credit and a bank account where there are transfers between
> them (credit card payments). In this case the importer would flag the
> record
> not to be imported where there is an exact match to an existing
> transaction.
> AFAIK there is no checking of the reconciliation status of the existing
> transaction in GnuCash in the matching process but I may not yet have dug
> deeply enough.
>
> In a discussion with John Ralls and Frank Ellenberger over other changes to
> the import matcher documentation, I initially proposed "U+M" and "M". John
> felt "U+C" and "C were more indicative and clearer.
>
> I am raising this here to canvas a wider audience before making the
> changes.
> Please comment here preferrably (or in the bug comments)  if you have any
> objections/support  to the proposed change .
>
> David Cousens
>
>
>
> -
> David Cousens
> --
> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-Dev-f1435356.html
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[GNC-dev] Proposed change of "U+R" and "R" in the Import main matcher.

2019-08-05 Thread David Cousens
I have raised bugs in the
code(https://bugs.gnucash.org/show_bug.cgi?id=797338) and documentation
(https://bugs.gnucash.org/show_bug.cgi?id=797337) proposing changing the
"U+R" and "R" tags in the import main matcher to "U+C" and "C" where the
curent use of R refers to the term reconciliation. The use of the term
reconciliation in this context may cause some confusion with the 
reconciliation process of checking transactions for a period against an
external statement, particularly for new users. The import matcher does not
assign a "reconciled" status to an imported transaction but does set it as
"c" cleared. You would not normally be importing transactions in which the
splits to the account being imported to are already reconciled, i.e. marked
"y" in a register however this might occur if you are importing records
separately to a credit and a bank account where there are transfers between
them (credit card payments). In this case the importer would flag the record
not to be imported where there is an exact match to an existing transaction.
AFAIK there is no checking of the reconciliation status of the existing
transaction in GnuCash in the matching process but I may not yet have dug
deeply enough.

In a discussion with John Ralls and Frank Ellenberger over other changes to
the import matcher documentation, I initially proposed "U+M" and "M". John
felt "U+C" and "C were more indicative and clearer. 

I am raising this here to canvas a wider audience before making the changes.
Please comment here preferrably (or in the bug comments)  if you have any
objections/support  to the proposed change .

David Cousens



-
David Cousens
--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-Dev-f1435356.html
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