Re: [GNC] Hidden accounts selection is erased when modifying a saved report
Won't it be possible to update the accounts selector to identify if it's a case of a saved report configuration, and only in this case, to select accounts according to the list of account GUIDs? On Thu, Dec 21, 2023 at 5:50 AM john wrote: > It's a little more complicated than that. > > When you save a report configuration the accounts are saved as a list of > account GUIDs. > > The new-for-5.x options system includes an accounts selector on all > options dialogs and its default display doesn't include hidden accounts > because they're hidden. Even if the selection list for the saved report > configuration includes hidden accounts they won't be included in the > selector and when you click apply or OK the callback for the accounts > selector gets the new list and assumes that that's what the user wants, > deselecting those hidden accounts. It has no way of knowing that the user > didn't even look at the accounts page. The account depth can have a > similar effect. > > It works (or maybe breaks) the other way, too: Several reports use filters > to generate default account selection, but if you save a report > configuration it saves the list of accounts that matched the filter at the > time the configuration is saved. If you later create an account that would > match that filter and open the saved report config the new account won't be > automatically included. You have to manually add it in the report options > then re-save the config. > > This isn't very satisfactory but I haven't figured out a good way to fix > it. > > Regards, > John Ralls > > > > On Dec 20, 2023, at 10:19, Adrien Monteleone < > adrien.montele...@lusfiber.net> wrote: > > > > What do you mean by 'created and saved'? > > > > Saving a report does not save its options as new defaults, just the > rendering of the report with those options. > > > > A Saved Report Configuration is what you are looking for. > > > > If *that* is not really saving your options, then you found a bug. > > > > Note, to run a report with the Saved Configuration, you can't just run a > default report from the regular menu entries, you have to run the report > from the Saved Configuration list. Saving a configuration does not change > default options. > > > > Regards, > > Adrien > > > > On 12/20/23 9:57 AM, Gal Bar Mashiah wrote: > >> When I create a report that includes hidden accounts, and later open it > and > >> modify something in the report options, the selection of the hidden > >> accounts is erased. > >> It may sound like an edge scenario but it happens a lot. > >> For example I have a net worth report that shows the net worth from a > time > >> in the post until today, on a monthly basis. > >> To create the report I had to choose hidden accounts of long past closed > >> accounts. > >> Back to the present, now I open the report but I want to change an > option - > >> it can be the date range, it can be a new account that didn't exist > before, > >> something it is even just displaying the result with a different > currency. > >> But when I do it, the accounts selection UI has the "Show Hidden > Accounts" > >> unchecked (even though it was checked when the report was created and > >> saved) and as a result, all those hidden accounts get erased from the > >> report after the modification is done. > >> Is it intended? Is it a limitation? Should I create a bug in bugzilla? > > > > ___ > > gnucash-user mailing list > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > - > > Please remember to CC this list on all your replies. > > You can do this by using Reply-To-List or Reply-All. > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Hidden accounts selection is erased when modifying a saved report
It's a little more complicated than that. When you save a report configuration the accounts are saved as a list of account GUIDs. The new-for-5.x options system includes an accounts selector on all options dialogs and its default display doesn't include hidden accounts because they're hidden. Even if the selection list for the saved report configuration includes hidden accounts they won't be included in the selector and when you click apply or OK the callback for the accounts selector gets the new list and assumes that that's what the user wants, deselecting those hidden accounts. It has no way of knowing that the user didn't even look at the accounts page. The account depth can have a similar effect. It works (or maybe breaks) the other way, too: Several reports use filters to generate default account selection, but if you save a report configuration it saves the list of accounts that matched the filter at the time the configuration is saved. If you later create an account that would match that filter and open the saved report config the new account won't be automatically included. You have to manually add it in the report options then re-save the config. This isn't very satisfactory but I haven't figured out a good way to fix it. Regards, John Ralls > On Dec 20, 2023, at 10:19, Adrien Monteleone > wrote: > > What do you mean by 'created and saved'? > > Saving a report does not save its options as new defaults, just the rendering > of the report with those options. > > A Saved Report Configuration is what you are looking for. > > If *that* is not really saving your options, then you found a bug. > > Note, to run a report with the Saved Configuration, you can't just run a > default report from the regular menu entries, you have to run the report from > the Saved Configuration list. Saving a configuration does not change default > options. > > Regards, > Adrien > > On 12/20/23 9:57 AM, Gal Bar Mashiah wrote: >> When I create a report that includes hidden accounts, and later open it and >> modify something in the report options, the selection of the hidden >> accounts is erased. >> It may sound like an edge scenario but it happens a lot. >> For example I have a net worth report that shows the net worth from a time >> in the post until today, on a monthly basis. >> To create the report I had to choose hidden accounts of long past closed >> accounts. >> Back to the present, now I open the report but I want to change an option - >> it can be the date range, it can be a new account that didn't exist before, >> something it is even just displaying the result with a different currency. >> But when I do it, the accounts selection UI has the "Show Hidden Accounts" >> unchecked (even though it was checked when the report was created and >> saved) and as a result, all those hidden accounts get erased from the >> report after the modification is done. >> Is it intended? Is it a limitation? Should I create a bug in bugzilla? > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Hidden accounts selection is erased when modifying a saved report
Then I will enter a bug in bugzilla. Thank you. On Wed, Dec 20, 2023 at 11:54 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > In that case, I'd call it a bug. > > The option is saved in a configuration and yet is being reset. > > Regards, > Adrien > > On 12/20/23 3:01 PM, Gal Bar Mashiah wrote: > > I mean that I create a saved report configuration. > > > > And it actually saves my options fine. > > > > And when I open it from the saved configuration list it loads fine > > with the correct options. > > > > But if now I want to make any kind of new modification on this saved > > report configuration, it is very cumbersome and confusing because the > > hidden accounts that I chose when I originally saved it, or no longer > > selected once I make the modification (which may have nothing to do > > with the selection at the accounts tab of the report option). > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Hidden accounts selection is erased when modifying a saved report
In that case, I'd call it a bug. The option is saved in a configuration and yet is being reset. Regards, Adrien On 12/20/23 3:01 PM, Gal Bar Mashiah wrote: I mean that I create a saved report configuration. And it actually saves my options fine. And when I open it from the saved configuration list it loads fine with the correct options. But if now I want to make any kind of new modification on this saved report configuration, it is very cumbersome and confusing because the hidden accounts that I chose when I originally saved it, or no longer selected once I make the modification (which may have nothing to do with the selection at the accounts tab of the report option). ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Hidden accounts selection is erased when modifying a saved report
What do you mean by 'created and saved'? Saving a report does not save its options as new defaults, just the rendering of the report with those options. A Saved Report Configuration is what you are looking for. If *that* is not really saving your options, then you found a bug. Note, to run a report with the Saved Configuration, you can't just run a default report from the regular menu entries, you have to run the report from the Saved Configuration list. Saving a configuration does not change default options. Regards, Adrien On 12/20/23 9:57 AM, Gal Bar Mashiah wrote: When I create a report that includes hidden accounts, and later open it and modify something in the report options, the selection of the hidden accounts is erased. It may sound like an edge scenario but it happens a lot. For example I have a net worth report that shows the net worth from a time in the post until today, on a monthly basis. To create the report I had to choose hidden accounts of long past closed accounts. Back to the present, now I open the report but I want to change an option - it can be the date range, it can be a new account that didn't exist before, something it is even just displaying the result with a different currency. But when I do it, the accounts selection UI has the "Show Hidden Accounts" unchecked (even though it was checked when the report was created and saved) and as a result, all those hidden accounts get erased from the report after the modification is done. Is it intended? Is it a limitation? Should I create a bug in bugzilla? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
