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I have modified the TXF Export addition to the Tax Report to work with
the latest version of GnuCash. I submitted this against v 1.4.8 several
weeks ago. Currently, the TXF Export information is in the "Account
Notes" field, but, it should really have its own field.
We also need a couple of new dialogs (and a modified one) to edit this
field.
The "TXF Export" field can either be an addition to the "Tax Related"
boolean or instead of it. I'm not sure which would be clearer to the
user: to have both the TXF field and the "Tax Related" check box or to
eliminate the "Tax Related" check box and to add a "Not Tax Related"
choice to the TXF field. (The "Tax Related" boolean is currently
implemented in the Notes field, pending this decision)
Below is the behavior I envision for these dialogs. Currently, this
behavior can not be achieved strictly through scheme, some c code will
be required. (my current implementation is all scheme, and does not
have many of these behaviors)
I could use some help implementing the changes to the engine and
dialogs. I can handle the scheme. I wasn't going to release my simple
mods for the latest until all of this was implemented, but, since others
will be doing some of it, perhaps I should.
The TXF field needs to be similar to the "Security" field in that it
stores text from a limited selection of choices and it needs to be
grayed out under some conditions and it needs a pop-up select dialog.
The TXF field should be grayed if the "Account Type" is other than
"Income" or "Expense". It should also be grayed if the "Tax Related"
check box is kept and is not checked.
In the pop-up "Select TXF Category" dialog, the drop-down list of
selection choices is one of two different lists, depending on whether
the "Account Type" is "Income" or "Expense". (these are the lists on
the "Tax Report" parameters "TXF Export Init" tab)
The "Income" and "Expense" drop-down lists should be loaded from
txf-help-categories, txf-income-categories, and txf-income-categories,
in txf-export.scm. (This format was picked to match the input format of
the gnc:make-list-option. This format may no longer be applicable when
the "TXF Export Init" tab is removed from the tax report options dialog.
I'm planning to move this to the "Settings" menu, as this is a better
place for it.)
The pop-up edit dialog also has a "< ^ Payer Name source" multi-choice
selection. This should be grayed for TXF Categories without a "<" or
"^" and default to the same as the currently selected TXF Category.
A non editable text field which displays the detailed help for the
currently selected "TXF Category". The help strings are from
txf-help-strings in txf-export-help.scm They are also available in
txf-help-categories, txf-income-categories, and txf-income-categories,
as they are loaded here at initialization.
pop-up from New Account or Edit Account dialog:
+---+-----------------------------------------------+---+
| - | Select TXF Category | X |
+---+-----------------------------------------------+---+
| +---------------------------------+-+ |
| TXF Category | ^ Sched B \ Dividend income |V| | drop-down
| +---------------------------------+-+ | list box
| |
| +-----------------------+ |
| < ^ Payer Name source | < Current Account [] | | multi-choice
| +-----------------------+ | selection
| |
| +---------------------------------------------------+ |
| | N286 - Ordinary (taxable) dividends are the most | | detailed help
| | common type of distribution from a corporation. | | message
| | They are reported to you on a 1099-DIV. Do not | |
| | include capital gain distributions or non-taxable | |
| | dividends here. | |
| +---------------------------------------------------+ |
| |
| +-------------+ +=============+ |
| | <- OK | | X Cancel | |
| +-------------+ +=============+ |
+-------------------------------------------------------+
A new pop-up, similar to above, is desirable to make it easier to set /
reset the Tax Related and TXF Categories for multiple accounts. This
will be attached to the "Settings" menu under "TAX - TXF Export Init"
The "Select Account(s) and TXF Category" dialog has three more controls
than the "Select TXF Category" dialog. An "account list option" and a
"Set / Reset Tax Status" multi-choice option are added.
The "Set / Reset Tax Status" choices: "Set Account", "Reset Account",
"Set All Sub-Accounts", "Reset All Sub-Accounts". "Set Account" is the
default, and should be returned to here after an "Apply". If "Reset
Account" or "Reset All Sub-Accounts" is selected, "TXF Category" is
grayed and/or forced to select "Not Tax Related". The "Set All
Sub-Accounts" choice is grayed for most choices of "TXF Category" except
"none \ Tax Report Only - no TXF Export".
An "Apply" button is added and made the default, so the user can easily
change the status for many accounts.
pop-up from Settings -> TAX - TXF Export Init
+---+-----------------------------------------------+---+
| - | Set Tax and TXF Category for Account(s) | X |
+---+-----------------------------------------------+---+
| |
| Select Account |
| +---------------------------------------------------+ |
| |[+] Assets | | account list
| | |- Liabilities | | option
| |[-] Income | |
| | | [+] Non Taxable | |
| | | [+] Tax Deferred | |
| | | [+] Taxable | |
| |[+] Expense | |
| | |- Retained Earnings | |
| | | |
| | | |
| +---------------------------------------------------+ |
| |
| +-----------------------+ |
| Set / Reset Tax Status | Set Account [] | | multi-choice
| +-----------------------+ | selection
| |
| +---------------------------------+-+ |
| TXF Category | ^ Sched B \ Dividend income |V| | drop-down
| +---------------------------------+-+ | list box
| |
| +-----------------------+ |
| < ^ Payer Name source | < Current Account [] | | multi-choice
| +-----------------------+ | selection
| |
| +---------------------------------------------------+ |
| | N286 - Ordinary (taxable) dividends are the most | | detailed help
| | common type of distribution from a corporation. | | message
| | They are reported to you on a 1099-DIV. Do not | |
| | include capital gain distributions or non-taxable | |
| | dividends here. | |
| +---------------------------------------------------+ |
| |
| +-------------+ +=============+ +-------------+ |
| | <- OK | | v Apply | | X Cancel | |
| +-------------+ +=============+ +-------------+ |
+-------------------------------------------------------+
--
Gilligan | __o .oooO
/| _ \<,_ ( )
/p|\ (_)/ (_) \ ( Oooo.
/ | \ ------------ \_) ( )
======== ) /
======== gilligan@mpinet.net (_/
~~~~~~~~~~~~~~~~ uschold@cs.ucf.edu
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I have modified the TXF Export addition to the Tax Report to work with
the latest version of GnuCash. I submitted this against v 1.4.8 several
weeks ago. Currently, the TXF Export information is in the "Account
Notes" field, but, it should really have its own field.
We also need a couple of new dialogs (and a modified one) to edit this
field.
The "TXF Export" field can either be an addition to the "Tax Related"
boolean or instead of it. I'm not sure which would be clearer to
the user: to have both the TXF field and the "Tax Related" check box or
to eliminate the "Tax Related" check box and to add a "Not Tax Related"
choice to the TXF field. (The "Tax Related" boolean is currently
implemented in the Notes field, pending this decision)
Below is the behavior I envision for these dialogs. Currently,
this behavior can not be achieved strictly through scheme, some c code
will be required. (my current implementation is all scheme, and does
not have many of these behaviors)
I could use some help implementing the changes to the engine and dialogs.
I can handle the scheme. I wasn't going to release my simple mods
for the latest until all of this was implemented, but, since others will
be doing some of it, perhaps I should.
The TXF field needs to be similar to the "Security" field in that it
stores text from a limited selection of choices and it needs to be grayed
out under some conditions and it needs a pop-up select dialog.
The TXF field should be grayed if the "Account Type" is other than "Income"
or "Expense". It should also be grayed if the "Tax Related" check
box is kept and is not checked.
In the pop-up "Select TXF Category" dialog, the drop-down list of selection
choices is one of two different lists, depending on whether the "Account
Type" is "Income" or "Expense". (these are the lists on the "Tax
Report" parameters "TXF Export Init" tab)
The "Income" and "Expense" drop-down lists should be loaded from txf-help-categories,
txf-income-categories, and txf-income-categories, in txf-export.scm.
(This format was picked to match the input format of the gnc:make-list-option.
This format may no longer be applicable when the "TXF Export Init" tab
is removed from the tax report options dialog. I'm planning to move this
to the "Settings" menu, as this is a better place for it.)
The pop-up edit dialog also has a "< ^ Payer Name source" multi-choice
selection. This should be grayed for TXF Categories without a "<"
or "^" and default to the same as the currently selected TXF Category.
A non editable text field which displays the detailed help for the currently
selected "TXF Category". The help strings are from txf-help-strings
in txf-export-help.scm They are also available in txf-help-categories,
txf-income-categories, and txf-income-categories, as they are loaded here
at initialization.
pop-up from New Account or Edit Account dialog:
+---+-----------------------------------------------+---+
| - | Select TXF Category
| X |
+---+-----------------------------------------------+---+
|
+---------------------------------+-+ |
| TXF Category | ^ Sched B \ Dividend income
|V| | drop-down
|
+---------------------------------+-+ | list box
|
|
|
+-----------------------+ |
| < ^ Payer Name source | < Current Account []
| | multi-choice
|
+-----------------------+ | selection
|
|
| +---------------------------------------------------+ |
| | N286 - Ordinary (taxable) dividends are the most | |
detailed help
| | common type of distribution from a corporation.
| | message
| | They are reported to you on a 1099-DIV. Do not
| |
| | include capital gain distributions or non-taxable | |
| | dividends here.
| |
| +---------------------------------------------------+ |
|
|
| +-------------+
+=============+ |
| | <- OK |
| X Cancel | |
| +-------------+
+=============+ |
+-------------------------------------------------------+
A new pop-up, similar to above, is desirable to make it easier to set
/ reset the Tax Related and TXF Categories for multiple accounts.
This will be attached to the "Settings" menu under "TAX - TXF Export Init"
The "Select Account(s) and TXF Category" dialog has three more controls
than the "Select TXF Category" dialog. An "account list option" and
a "Set / Reset Tax Status" multi-choice option are added.
The "Set / Reset Tax Status" choices: "Set Account", "Reset Account",
"Set All Sub-Accounts", "Reset All Sub-Accounts". "Set Account" is
the default, and should be returned to here after an "Apply". If
"Reset Account" or "Reset All Sub-Accounts" is selected, "TXF Category"
is grayed and/or forced to select "Not Tax Related". The "Set All
Sub-Accounts" choice is grayed for most choices of "TXF Category" except
"none \ Tax Report Only - no TXF Export".
An "Apply" button is added and made the default, so the user can easily
change the status for many accounts.
pop-up from Settings -> TAX - TXF Export Init
+---+-----------------------------------------------+---+
| - | Set Tax and TXF Category for Account(s)
| X |
+---+-----------------------------------------------+---+
| |
| Select Account
|
| +---------------------------------------------------+ |
| |[+] Assets
| | account list
| | |- Liabilities
| | option
| |[-] Income
| |
| | | [+] Non Taxable
| |
| | | [+] Tax Deferred
| |
| | | [+] Taxable
| |
| |[+] Expense
| |
| | |- Retained Earnings
| |
| |
| |
| |
| |
| +---------------------------------------------------+ |
|
|
|
+-----------------------+ |
| Set / Reset Tax Status | Set Account
[] | | multi-choice
|
+-----------------------+ | selection
|
|
|
+---------------------------------+-+ |
| TXF Category | ^ Sched B \ Dividend income
|V| | drop-down
|
+---------------------------------+-+ | list box
|
|
|
+-----------------------+ |
| < ^ Payer Name source | < Current Account []
| | multi-choice
|
+-----------------------+ | selection
|
|
| +---------------------------------------------------+ |
| | N286 - Ordinary (taxable) dividends are the most | |
detailed help
| | common type of distribution from a corporation.
| | message
| | They are reported to you on a 1099-DIV. Do not
| |
| | include capital gain distributions or non-taxable | |
| | dividends here.
| |
| +---------------------------------------------------+ |
|
|
| +-------------+ +=============+ +-------------+
|
| | <- OK |
| v Apply | | X Cancel
| |
| +-------------+ +=============+ +-------------+
|
+-------------------------------------------------------+
--
Gilligan | __o .oooO
/| _ \<,_ ( )
/p|\ (_)/ (_) \ ( Oooo.
/ | \ ------------ \_) ( )
======== ) /
======== gilligan@mpinet.net (_/
~~~~~~~~~~~~~~~~ uschold@cs.ucf.edu