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better workflow for changing amount/etc. for repeating transactions #722

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deadlocker8 opened this issue Oct 15, 2022 · 1 comment
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@deadlocker8
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deadlocker8 commented Oct 15, 2022

Current workflow

  • set end date of current repeating transaction
  • create copy of old repeating transaction in new month
  • adjust amount
  • save

Idea

  • automatically set end date of current repeating transaction to one day before current occurrence
  • automatically create copy with date of current occurrence
  • manually adjust changed properties (amount, ...)
  • save
@deadlocker8 deadlocker8 added this to the 2.13.0 milestone Oct 15, 2022
@deadlocker8 deadlocker8 self-assigned this Oct 15, 2022
@deadlocker8 deadlocker8 modified the milestones: 2.13.0, 2.12.0 Oct 15, 2022
@deadlocker8 deadlocker8 changed the title better workflow for changed amount/etc. for repeating transactions better workflow for changing amount/etc. for repeating transactions Oct 17, 2022
deadlocker8 added a commit that referenced this issue Oct 17, 2022
deadlocker8 added a commit that referenced this issue Oct 17, 2022
…s if editing an existing recurring transaction
deadlocker8 added a commit that referenced this issue Oct 17, 2022
deadlocker8 added a commit that referenced this issue Oct 17, 2022
deadlocker8 added a commit that referenced this issue Oct 17, 2022
deadlocker8 added a commit that referenced this issue Oct 17, 2022
@deadlocker8 deadlocker8 reopened this Oct 17, 2022
@deadlocker8
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deadlocker8 commented Oct 17, 2022

problems

  • it is unclear to the user which occurrence he is editiing rigt now, because the date is always the date of the first transaction in the repetition
  • new button may be seen as save button but it's not

--> dropdown button on edit button for repeating transactions
--> do not open original transaction for edit
--> manipulate old and open new transactions page with copy

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