[GNC-dev] Proposed change of "U+R" and "R" in the Import main matcher.

David Cousens davidcousens at bigpond.com
Mon Aug 5 19:57:22 EDT 2019


I have raised bugs in the
code(https://bugs.gnucash.org/show_bug.cgi?id=797338) and documentation
(https://bugs.gnucash.org/show_bug.cgi?id=797337) proposing changing the
"U+R" and "R" tags in the import main matcher to "U+C" and "C" where the
curent use of R refers to the term reconciliation. The use of the term
reconciliation in this context may cause some confusion with the 
reconciliation process of checking transactions for a period against an
external statement, particularly for new users. The import matcher does not
assign a "reconciled" status to an imported transaction but does set it as
"c" cleared. You would not normally be importing transactions in which the
splits to the account being imported to are already reconciled, i.e. marked
"y" in a register however this might occur if you are importing records
separately to a credit and a bank account where there are transfers between
them (credit card payments). In this case the importer would flag the record
not to be imported where there is an exact match to an existing transaction.
AFAIK there is no checking of the reconciliation status of the existing
transaction in GnuCash in the matching process but I may not yet have dug
deeply enough.

In a discussion with John Ralls and Frank Ellenberger over other changes to
the import matcher documentation, I initially proposed "U+M" and "M". John
felt "U+C" and "C were more indicative and clearer. 

I am raising this here to canvas a wider audience before making the changes.
Please comment here preferrably (or in the bug comments)  if you have any
objections/support  to the proposed change .

David Cousens



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David Cousens
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