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427 lines
12 KiB
ReStructuredText
427 lines
12 KiB
ReStructuredText
-*- mode: rst; buffer-file-coding-system: utf-8 -*-
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Scheduled Transactions
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======================
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TODO
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----
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- meta
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- [ ] GncSxListTreeModelAdapter: s/real/adapted/
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- [ ] generic tree model adapter setup code
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- [ ] move documentation into doxygen comments, here and in sources.
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- [x] move files around
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- [x] printf -> logging
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- core
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- ! [ ] @fixme-s
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- ! [ ] after updating/merging new instances, ensure sx-instance-state consistency
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- [x] sx list -> qof collection
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- [x] sx engine events
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- [x] sx list collection add/remove -- sx-list GNC_EVENT_ITEM_ADDED, _REMOVED
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- [x] sx modified -- QOF_EVENT_MODIFY
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- [x] sx upcoming instance model
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- ! [x] implement sort model
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- [x] rename, re-home gnc-sx-instance-model:sxsl_get_sx_vars
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- [x] rename, re-home gnc-sx-instance-model:parse_vars_from_formula
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- unit testing
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- [ ] model updating in the face of change
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- [ ] insert sx
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- [ ] remove sx
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- [ ] update sx
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- [ ] add instances
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- [ ] remove instances
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- [ ] make "weird"
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- [ ] ± disabled flag
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- [x] ensure state consistency model is upheld
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- [ ] check variables-unbound logic
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- [ ] verify summary counts
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- [ ] check "since last run" states
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- [ ] specious datafile dirty-ing
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- [ ] -autocreate[, ±notify]
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- [ ] +autocreate, -notify
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- [ ] +autocreate, +notify
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- [ ] +autocreate, -notify, w/postponed
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- [ ] +autocreate, +notify, w/postponed
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- [ ] bugs
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- [?] Expired scheduled transactions never run - <https://bugs.gnucash.org/show_bug.cgi?id=375892>
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- remove
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- [x] display-using src/gnome-utils/test/test-sx.c
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- bugs
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- ! [x] with SLR open (with instances), add variables to SX; only newly-created instances will have appropriate variable tables.
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- ! [x] parse from 1.8 file doesn't setup start date correctly;
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daily-auto-yes-notify.xac has start date of 2006-09-26, but new TXN is
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for $today.
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- [x] this causes phantom "SX has been changed, confirm cancel?" problems.
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- [x] created/review txns disappear, eventual crash [ve20070303]_
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- ! [x] auto-create (+notify) txns not in review list. [ve20070209]_
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- [x] sx-from-trans: "unknown get.type [3]" [dh20070120]_
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- ! [x] crash with two sx lists open and SX mutation
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- I'm pretty sure this is due to SX lists not getting cleaned up on page close, somehow.
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- [x] no way to clear a variable entry [ve20070209]_
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.. [dh20070120] https://lists.gnucash.org/pipermail/gnucash-devel/2007-January/019667.html
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.. [ve20070209] https://lists.gnucash.org/pipermail/gnucash-devel/2007-February/019834.html
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.. [ve20070303] https://lists.gnucash.org/pipermail/gnucash-devel/2007-March/020069.html
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- sx list page
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- [/] make into split panel
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- [ ] fix default slider position
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- [ ] conf-save slider position
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- ! [x] use gnc-tree-view
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- ! [x] save/restore state
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- sx editor
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- [/] clean up source formatting
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- [ ] move "non-editor" general app/ui code out of bottom of dialog-sx-editor.c
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- [x] re-layout dialog
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- tabs: "overview", "frequency", "template transaction" [, "estimation"]
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- [ ] model-ize
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- (check_consistent, especially...)
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Notes::
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GncSxEditModel* gnc_sx_edit_model_new(SchedXaction *sx);
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gnc_sxed_check_changed( GncSxEditorDialog *sxed )
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gnc_sxed_check_consistent( GncSxEditorDialog *sxed )
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gnc_sxed_save_sx( GncSxEditorDialog *sxed )
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gchar* gnc_sx_edit_model_get_name(GncSxEditModel *mdl);
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void gnc_sx_edit_model_set_name(GncSxEditModel *mdl, gchar *new_name);
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- gnc_dense_cal
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- [ ] code cleanup
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- [x] min-size
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- [ ] change number-of-month properties to display-named properties (width, length)
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- [ ] gconf setting for dense-cal font-size reduction
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- [?] better transient/floating window
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- [/] (re-format file)
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- [x] eliminate the "couldn't find tag [1]" messages.
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- ! [x] font handling: gdk -> pango
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- [x] start-of-week := {sun,mon} (via locale)
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- [x] {0, 1, 2, 3, 4, 6, 12} month selection for dense calendar
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- [x] conf-save value
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- [x] set_model(GncTemporalInstancesModel *mdl)
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- [x] new interface creation.
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- [x] register callbacks for signals
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- [x] remove clist usage
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- sx-from-trans
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- [?] convert to GObject
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- [x] hookup destroy/finalize
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- FreqSpec
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- [#] type+ui-type -> type
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- use Recurrence instead of FreqSpec
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- ! [x] load druid
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- ! [x] sx-from-trans, <https://bugs.gnucash.org/show_bug.cgi?id=412633>
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- ! [x] XML migration, handling
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- xml:freqSpec -> obj:Recurrence
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- [x] none (Recurrence doesn't support)
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- [x] once
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- [x] if once, fix Recurrence date to be SX start date. :p
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- [x] daily
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- [x] daily [m-f] (composite)
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- [x] weekly, single
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- [x] weekly, multiple (composite)
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- [x] monthly (+quarterly, tri-anually, semi-annually, yearly)
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- [x] semi-monthly (composite)
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- [x] write Recurrences into new-version SX
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- gnc-frequency
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- ! [x] Support Recurrence
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- [x] in
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- [x] out
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- ! [x] Support 'last-day-of-month'
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- [x] simplify
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- [x] remove daily [m-f] (-> weekly)
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- [x] remove biweekly page (-> weekly)
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- [x] remove > monthly pages (-> monthly)
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- [x] clean up, reformat source
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- gnc-plugin-page-sx-list
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- [x] gnc_plugin_page_sx_list_cmd_new
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- dialog-sx-editor
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- [x] gnc_sxed_check_changed
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- [x] gnc_sxed_check_consistent
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- [x] gnc_sxed_update_cal
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- [x] gnc_sxed_save_sx
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- sx list
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- [x] recurrence_cmp(...)
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- [x] More compact recurrenceListToString(...).
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- [ ] remove FreqSpec code
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- [x] don't write FreqSpecs out.
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- [ ] SX code
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- [ ] engine
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- [ ] backend
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- [ ] gnc-frequency
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- [ ] gnc-dense-cal-store
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- [x] src/gnome/druid-acct-period.c
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- gnc_frequency
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- [ ] 'every x months' spin button makes large jumps::
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<andi5> jsled: another topic: you have probably seen the "every x months" spin button make jumps greater than one, right? ... this seems to be due to a spin button timeout event which controls "fast-forward" spinning... it is run because the changed(?) signal handler is too slow
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- [ ] support nth-weekday Recurrence period.
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- [x] Freq=none doesn't work::
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* 17:00:29 CRIT <gnc.engine.recurrence> recurrenceListNextInstance: assertion `rlist && ref && next && g_date_valid(ref)' failed
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* 17:00:36 CRIT <gnc.engine.sx> gnc_sx_set_schedule: assertion `sx && schedule' failed
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- since-last-run
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- [ ] "reminder" instances should show number of days until due
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- [ ] "Find unfinished" button; count; sensitize Ok as function of unfinished.
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- [ ] bold SX names [tw20070614]_
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- [ ] checkbox/option to show/hide reminders [tw20070614]_, or a multi-part tree [tw20070619]_
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- [ ] filter/remove SXes that don't have any instances in the list [tw20070614-2]_
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- [ ] remove tree expand controls, except for non-to-create instances with variables [tw200070614-2]_
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- [x] text changes [tw20070614]_
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- "Sx, Instance, Variable" -> "Transaction"
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- "Instance State" -> "Status"
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- "Variable Value" -> "Value"
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- ! [x] save/restore dialog window size
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- [x] remove split pane
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- [x] "auto" scrollbars
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- ! [x] rewrite adapter (re-)population logic
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- [x] move "effect_change" up to app-utils/, test.
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- [x] move state-change up to app-utils
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- [x] move variable-setting up to app-utils
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- [x] move summarization up to app-utils
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- [x] add reminders, postponed to SxInstanceModel
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- [x] add mutation support to sx instance model
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- [x] state machine
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- [x] add variable state to sx instance model
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- [x] handle (hidden/system not for editing) variables.
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- [x] add sx_upcoming_instance_model()
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- [x] add effect_auto_create()
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- [x] add some sort of "ready to go" flag and api
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- [x] variable setting, primarily
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- [x] some sort of commit_changes()
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- [x] add variable table to instances
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- [x] ui: add 'review created transactions' checkbox to SLR dialog
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using txn search.
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.. [tw20070614] https://lists.gnucash.org/pipermail/gnucash-devel/2007-June/020718.html
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.. [tw20070614-2] https://lists.gnucash.org/pipermail/gnucash-devel/2007-June/020729.html
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.. [tw20070619] https://lists.gnucash.org/pipermail/gnucash-devel/2007-June/020757.html
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- destroy/cleanup, notes:
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- dispose: break references; callable multiple times
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- finalize: complete destruction; just before free; only called once
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Pedantic Todo
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-------------
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- s/SchedXaction/Scheduled/
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- s/temporal_state/instance_sequence_context/
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- change instance variable from 'i' to '__i' or something
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============================================================
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(eventually real documentation... (?))
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Since Last Run
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--------------
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+------------------+------------------+------------------+
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| Thing | State | Value |
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+------------------+------------------+------------------+
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| - Foo | | |
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+------------------+------------------+------------------+
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| - 2006-08-27 | [Postponed|v] | |
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+------------------+------------------+------------------+
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| - variable-a | | 42 |
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+------------------+------------------+------------------+
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| - variable-b | | 75 |
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+------------------+------------------+------------------+
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| - 2006-08-27 | [To-Create|v] | |
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+------------------+------------------+------------------+
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| - variable-a | | 31 |
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+------------------+------------------+------------------+
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| - variable-b | | (value needed) |
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+------------------+------------------+------------------+
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The since-last-run dialog is a key user interface. More frequently than the
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SX list or editor, the user will be in the process of creating transaction
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instances through this interface.
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The old SLR dialog has the following stages:
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- Reminders
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- can be promoted to "to-create"
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- Auto-created, with notification
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- To-Create
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- postponed, to-create
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- ignore state.
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- Created review
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- Obsolete SX cleanup
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The new SLR dialog will have the following:
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- Creation (treemodel consisting of)
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- auto-created
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- reminder
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- postponed
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- to-create
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- [obsolete SX]?
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There is no separate to-review page, however the user may (optionally) want
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to see the created transactions. This is done using the transaction-search
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functionality over the created transactions by ID.
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Upcoming instance states
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------------------------
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- reminder -> to-create
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- postponed -> to-create
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- to-create -> postponed
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- to-create -> ignore
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- to-create -> created [terminal]
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Definitions:
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reminder
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a transient upcoming transaction that will not be created.
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postponed
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a historical to-create transaction that the user has explicitly deferred.
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to-create
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an upcoming SX instance that should be created.
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ignore
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a scheduled instance the user has explicitly prevented the instantiation of.
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created
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the instance has been created in this interaction cycle.
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Formula Parsing
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---------------
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A SXes formula is parsed in the context of:
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- the template transaction
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- the accounts of the splits
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- the sequence number
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- the date of the transaction
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- a variable-binding table.
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Testing Notes
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-------------
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- auto-create
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- auto-create with postponed instances shouldn't destroy postponed
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instances
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- basic sequence stuff
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dialog-sxsincelast.c: ~L1241:
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"Handle an interesting corner case of postponing or
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ignoring the first instance. We only want to increment the
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counters for newly-discovered-as-to-be-created SXes."
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- auto-create
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- auto-create transactions can be created w/o user interaction
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- their state is transitioned to 'created', which is not modifiable
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- auto-create (+notify) transactions should be displayed, even if they are
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the only transactions created.
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- auto-create (-notify) transactions should not be displayed, unless there
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are other transactions.
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- Scenarios
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- only auto-create (-notify): no SLR, info dialog w/count (***)
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- only auto-create (+notify): SLR dialog, already created
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- others, auto-create (-notify): SLR dialog, incl. created
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- others, auto-create (+notify): SLR dialog, incl. created
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