Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-13 Thread John Layman via gnucash-user
] Template Transactions Behavior in Scheduled Transaction Editor Hello, Long time user working in Windows 10 with Gnucash 4.13. I have a number of scheduled transactions that I use; one of them has multiple splits. With the new year, I needed to update this scheduled transaction. I began

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-13 Thread Fred Bone
On 12 January 2024 at 23:36, Adrien Monteleone said: > That's moving beyond Scheduled Transactions and into a more general case > of Templates. I'm pretty sure I've already filed an RFE for that long ago. > > I see Scheduled Transactions as a special use case of Templates, though > Scheduled was

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-13 Thread Adrien Monteleone
Not general templates, no. It only has scheduled transactions. There is a request for templates. Regards, Adrien On 1/12/24 11:56 PM, R Losey wrote: I'm sensing a learning opportunity here... GnuCash has templates? I never noticed that; I only use the templates in the Scheduled Transaction

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread R Losey
I'm sensing a learning opportunity here... GnuCash has templates? I never noticed that; I only use the templates in the Scheduled Transaction Editor. On Fri, Jan 12, 2024 at 11:37 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > That's moving beyond Scheduled Transactions and into

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread Adrien Monteleone
That's moving beyond Scheduled Transactions and into a more general case of Templates. I'm pretty sure I've already filed an RFE for that long ago. I see Scheduled Transactions as a special use case of Templates, though Scheduled was implemented first. The more general Template case is when

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread David Carlson
Liz, Since you asked, I think that is a good idea. We could have both a test run while editing that did not crash anything if it failed and when looking at the SX but not editing it, have a button that triggers the creation of the next instance. That would probably work regardless of the SLR

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread Patrick James
>From the pulldown menus: Actions -> Scheduled Transactions -> Since Last Run... > On 01/12/2024 7:13 PM PST Liz wrote: > > So would you like a button which gives an option to make a test run? > > Liz > > On Fri, 12 Jan 2024 12:08:14 -0600 > David Carlson wrote: > > > I consider the SX to

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread Liz
On Fri, 12 Jan 2024 12:08:14 -0600 David Carlson wrote: > I consider the SX to be a graphical form of a script, and so I am not > sure how the editor could detect what is safe to call an expression > that could be evaluated while it is being edited. > So would you like a button which gives an

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread David Carlson
Stan, Scheduled transactions [SX's] are only executed when the Since Last Run assistant is triggered, and then only when they meet several criteria such as the calendar date matching the scheduled execution date but the SX is not postponed or ignored. Some users, like myself, have as many as

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread Gyle McCollam
ary 12, 2024 2:21 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor On 2024-01-12 08:17, Adrien Monteleone wrote: > I am not unsympathetic to that conundrum! > > On 1/12/24 12:23 AM, David T. via gnucash-user wrote: >>

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread Stan Brown (using GC 4.14)
On 2024-01-12 08:17, Adrien Monteleone wrote: > I am not unsympathetic to that conundrum! > > On 1/12/24 12:23 AM, David T. via gnucash-user wrote: >> if I have to remember to run the SLR in order to have them created, >> then I've just changed the work, not reduced it. I'm confused. I'm not

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread David T. via gnucash-user
Thanks all for the discussion. I can rest easy knowing that this is how the SX editor works. It just took me by surprise... ⁣David T.​ On Jan 12, 2024, 7:09 PM, at 7:09 PM, David Carlson wrote: >I consider the SX to be a graphical form of a script, and so I am not >sure >how the editor could

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread David Carlson
I consider the SX to be a graphical form of a script, and so I am not sure how the editor could detect what is safe to call an expression that could be evaluated while it is being edited. On Fri, Jan 12, 2024, 11:36 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > What I meant

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread Adrien Monteleone
What I meant was it would indeed be nice that the SX Template entry allowed you to do math like a register does. I never meant to imply that one could edit the code from within the app! Regards, Adrien On 1/12/24 11:27 AM, David Carlson wrote: I beg to differ. Executing code while editing

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread David Carlson
I beg to differ. Executing code while editing it would be an invitation to disaster. On Fri, Jan 12, 2024 at 10:25 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Indeed, I should have tested it prior to commenting. > > Apologies for the noise. > > At the very least, being able

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread Adrien Monteleone
Indeed, I should have tested it prior to commenting. Apologies for the noise. At the very least, being able to do math here with a result would be a good RFE. I would only expect formulas to remain as formulas if they contain variables which require a prompt for value. Regards, Adrien On

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread Adrien Monteleone
I am not unsympathetic to that conundrum! Regards, Adrien On 1/12/24 12:23 AM, David T. via gnucash-user wrote: if I have to remember to run the SLR in order to have them created, then I've just changed the work, not reduced it. ___ gnucash-user

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David Carlson
By "manually enter" I mean to trigger the entry into the register of the next scheduled instance of a single scheduled transaction [SX] without invoking the Since Last Run druid. I would expect that to be an action available in the SX editor. Since one SX may contain more than one separate

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David T. via gnucash-user
I'll look into these options. I just have it in my head that the point of a scheduled transaction is to save me from having to remember to create a transaction, and if I have to remember to run the SLR in order to have them created, then I've just changed the work, not reduced it. But thanks

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David T. via gnucash-user
I am pretty sure I tried that, but it didn't actually do the calculation in the SX window. Which makes sense, I think, because that window allows formulas that get processed at runtime. ⁣David T.​ On Jan 11, 2024, 8:46 PM, at 8:46 PM, Adrien Monteleone wrote: >You don't have to do it in

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread Adrien Monteleone
What do you mean by "manually enter a SX?" Regards, Adrien On 1/11/24 4:19 PM, David Carlson wrote: I think that we need to see how SX's will work after the Since Last Run druid is fixed before proposing more improvements. If I understand correctly, there is an unresolved issue preventing

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David Carlson
I think that we need to see how SX's will work after the Since Last Run druid is fixed before proposing more improvements. If I understand correctly, there is an unresolved issue preventing nightly builds, so it will be difficult to test anything right now anyway. As for balancing SX's, I often

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread Adrien Monteleone
That sounds like you have an SX to autocreate. Perhaps turn that off and it won't fire. Otherwise, perhaps turn off the preference to execute the Since Last Run dialog on startup. You can still run it manually to fire any pending SXs, but otherwise, not have it bother you if you just want to

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread Adrien Monteleone
You don't have to do it in your head. While an extra step compared to normal registers, you can still do math on a split. When entering that balancing split, enter the amount as a sum formula. (split one amount + split two amount, etc.) GnuCash will give you the overall sum. Regards,

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread Adrien Monteleone
I would guess that the code for calculating the balancing amount as the sum of the other splits is part of the code that forces the transaction to be balanced before committing. Since SXs don't have this rule, that code to sum the other splits never gets executed. Regards, Adrien On

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David T. via gnucash-user
I've found the "Prompt for value" option with SXes to be downright annoying. I go to Gnucash to check the balances in a savings account, and the SX dialog pops up asking me for a dollar amount for my electric bill (and won't seem to let me just click past). Inevitably, I just put in any old

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread Stan Brown (using GC 4.14)
On 2024-01-11 12:55, David T. via gnucash-user wrote: > Long time user working in Windows 10 with Gnucash 4.13. > > I have a number of scheduled transactions that I use; one of them > has multiple splits. With the new year, I needed to update this > scheduled transaction. I began modifying the

[GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David T. via gnucash-user
Hello, Long time user working in Windows 10 with Gnucash 4.13. I have a number of scheduled transactions that I use; one of them has multiple splits. With the new year, I needed to update this scheduled transaction. I began modifying the amounts on different lines of the transaction, and