[GNC-dev] Feedback on GnuCash 3.903

Christopher Lam christopher.lck at gmail.com
Thu Jun 4 23:57:13 EDT 2020


The balance sheet date option does not transfer because old balance sheet
uses "Balance Sheet Date" whereas upgraded one uses "End Date". I am not
sure it is practical to set up a compatibility pathway -- new balance sheet
can report multiple dates.

On Fri, 5 Jun 2020, 7:27 am mark sattolo, <mh.satto at gmail.com> wrote:

> Yes, that makes sense. I did some more digging around, and not all my
> custom column widths were changed, just those for any of the accounts that
> I actually opened while using version 3.903. Which happened to be quite a
> few as I was testing various transactions, etc.
>
>
> *Mark Sattolo*
> *mh.satto at gmail.com <mh.satto at gmail.com>*
>
>
>
> On Thu, Jun 4, 2020 at 7:15 PM D. <sunfish62 at yahoo.com> wrote:
>
> > Mark,
> >
> > If that's true, I imagine it's a mistake. At least I hope so! I trust the
> > devs will fix it, since I'd be pretty upset to have to reset column
> widths
> > on all my accounts...
> >
> > David
> >
> >
> > -------- Original Message --------
> > From: mark sattolo <mh.satto at gmail.com>
> > Sent: Thu Jun 04 19:07:27 EDT 2020
> > To: gnucash-devel <gnucash-devel at gnucash.org>
> > Subject: Re: [GNC-dev] Feedback on GnuCash 3.903
> >
> > Also fyi, I just noticed that version 3.903 overwrote all the custom
> column
> > width settings in my gcm file and changed all of them to a new default
> set
> > of widths, I presume the new defaults for Gnucash 4. These new default
> > widths give a very wide *description* column and every other column is
> very
> > narrow and especially for the *date*, *num* and *transfer* columns, too
> > narrow to fit the text they contain. Again, I had to restore my backup
> gcm
> > file to restore all my custom settings.
> >
> > So I guess since this will eventually be released as Gnucash version
> 4.xxx,
> > we are to expect breaking changes from the current version? And users
> will
> > be warned that they will be losing custom settings for column widths,
> saved
> > reports, etc when they switch over?
> >
> >
> > cheers,
> >
> > *Mark Sattolo*
> > *mh.satto at gmail.com <mh.satto at gmail.com>*
> >
> >
> >
> > On Thu, Jun 4, 2020 at 11:45 AM Christopher Lam <
> christopher.lck at gmail.com
> > >
> > wrote:
> >
> > > Good luck. I've just verified that the old (3.x) balance-sheet date
> > > defaults to "end-of-accounting-period", so, the first few lines
> shouldn't
> > > be added.
> > >
> > > On Thu, 4 Jun 2020 at 15:41, mark sattolo <mh.satto at gmail.com> wrote:
> > >
> > >>
> > >> Thanks. I'll give it a try. I'll just update the source in my git
> folder
> > >> for tag 3.903 and rebuild if I can't figure out how to modify the
> > flatpak.
> > >>
> > >> *Mark Sattolo*
> > >> *mh.satto at gmail.com <mh.satto at gmail.com>*
> > >> *(613) 447-5385*
> > >>
> > >>
> > >> On Thu, Jun 4, 2020 at 11:36 AM Christopher Lam <
> > >> christopher.lck at gmail.com> wrote:
> > >>
> > >>> Hi Mark
> > >>>
> > >>> The reports for balance-sheet and income-statement were replaced with
> > >>> the multicolumn ones. See the release notes. This was described in
> > devel a
> > >>> few weeks/months ago.
> > >>>
> > >>> Try the following patch which will reduce the discrepancy in the
> > default
> > >>> options between old and new. You may be able to modify the patch from
> > >>> within the flatpak (but I'm not sure).
> > >>>
> > >>> modified   gnucash/report/reports/standard/balsheet-pnl.scm
> > >>> @@ -176,6 +176,9 @@ also show overall period profit & loss."))
> > >>>      (gnc:options-add-date-interval!
> > >>>       options gnc:pagename-general optname-startdate optname-enddate
> > "c")
> > >>>
> > >>> +    (gnc:option-set-default-value
> > >>> +     (gnc:lookup-option options gnc:pagename-general
> optname-enddate)
> > >>> 'today)
> > >>> +
> > >>>      (add-option
> > >>>       (gnc:make-multichoice-callback-option
> > >>>        gnc:pagename-general optname-period
> > >>> @@ -1107,6 +1110,22 @@ also show overall period profit & loss."))
> > >>>                                     retained-earnings-fn))))
> > >>>           #:negate-amounts? #t)
> > >>>
> > >>> +        (add-to-table multicol-table-right (_ "Liability and
> Equity")
> > >>> +                      (append liability-accounts
> > >>> +                              equity-accounts
> > >>> +                              (if common-currency
> > >>> +                                  (list (vector (_ "Unrealized
> Gains")
> > >>> +                                                unrealized-gain-fn))
> > >>> +                                  '())
> > >>> +                              (if (null? income-expense)
> > >>> +                                  '()
> > >>> +                                  (list (vector (_ "Retained
> > Earnings")
> > >>> +
> > retained-earnings-fn))))
> > >>> +                      #:negate-amounts? #t
> > >>> +                      #:show-title? #f
> > >>> +                      #:show-accounts? #f
> > >>> +                      #:show-total? #t)
> > >>> +
> > >>>          (if (and common-currency show-rates?)
> > >>>              (add-to-table multicol-table-right (_ "Exchange Rates")
> > >>>                            asset-liability
> > >>>
> > >>> On Thu, 4 Jun 2020 at 15:18, mark sattolo <mh.satto at gmail.com>
> wrote:
> > >>>
> > >>>> I am on Linux Mint 19.3 Cinnamon. I started using Gnc 3.903
> yesterday
> > >>>> morning. This is a version I built from git using tag '3.903' on
> June
> > >>>> 2. It
> > >>>> built without any problems, so I assumed it was good, but now it
> > occurs
> > >>>> to
> > >>>> me that all these problems may just be due to a problem with my
> build.
> > >>>> But
> > >>>> I thought i would report now anyway just in case there are general
> > >>>> issues
> > >>>> with this version. I was actually going to try a flatpak build of
> > 3.903,
> > >>>> but I couldn't tell from any of the build names in Gnucash flatpak
> > repo
> > >>>> <https://code.gnucash.org/builds/flatpak/> which one is for version
> > >>>> 3.903.
> > >>>>
> > >>>> Anyway, everything seemed fine with 3.903 until I opened one of my
> > saved
> > >>>> reports. The appearance of the report was essentially
> unrecognizable.
> > I
> > >>>> only ever use my saved reports and their appearance hasn't changed
> for
> > >>>> years, for any other Gnucash version (release or maint) until 3.903.
> > So
> > >>>> I
> > >>>> went in to the report *options* to see if I could restore the layout
> > to
> > >>>> what i was used to:
> > >>>>
> > >>>> Commodities tab:
> > >>>> there is a new Common Currency checkbox at the top, which was
> > unchecked,
> > >>>> and everything below was greyed out. But the two checkboxes 'Show
> > >>>> original
> > >>>> currency amount' and 'Show exchange rates' were both checked, even
> > >>>> though
> > >>>> in my original options, the previous two checkboxes on this tab:
> 'Show
> > >>>> foreign currencies' and 'Show exchange rates' were both saved as
> > >>>> *unchecked*.
> > >>>> So, checking the Common Currency box to ungrey the other options and
> > >>>> then
> > >>>> unchecking the currency and exchange rate boxes, restored the layout
> > of
> > >>>> the
> > >>>> report to basically what I was familiar with, as it no longer had
> long
> > >>>> lists of commodities under essentially every sub-total.
> > >>>>
> > >>>> General tab:
> > >>>> the report I was looking at, which I run often, is a balance sheet
> for
> > >>>> all
> > >>>> my accounts, for date 'Today'. The old options had a select list
> > titled
> > >>>> 'Balance sheet date' which was set to the relative date of Today.
> The
> > >>>> new
> > >>>> options have a Start Date and an End Date. The Start Date is greyed
> > >>>> out, so
> > >>>> I guess it is fairly easy to figure out that since it doesn't make
> > >>>> sense to
> > >>>> have two dates for a Balance, that the End Date is the active one.
> > >>>> Unfortunately, the date shown in 'End Date' was not 'Today' but had
> > been
> > >>>> changed to 'End of accounting period'... So I changed it back to
> > >>>> 'Today' to
> > >>>> get the proper balance date as it had been before.
> > >>>>
> > >>>> Other problems:
> > >>>> 1) There used to be a final total for the credit side of 'Total
> > >>>> Liabilities
> > >>>> and Equity', which would match the Total Assets line if the balance
> > was
> > >>>> done properly (sometimes it doesn't balance which means that I have
> > >>>> created
> > >>>> some new accounts in the meantime and have to update the saved
> > config),
> > >>>> but
> > >>>> this line was missing and I tried every option I could find to
> restore
> > >>>> it,
> > >>>> but nothing worked. Which means to ensure your balance is actually
> > >>>> working,
> > >>>> you have to add on your own the Total Liability and Total Equity
> lines
> > >>>> and
> > >>>> compare this to Total Assets.
> > >>>> So, just from looking, I could tell the actual totals were close,
> and
> > I
> > >>>> thought they would balance, but when I did the addition, the total
> of
> > >>>> Liability + Equity matched the expected total from previous Gnucash
> > >>>> versions, but the Total Assets was now reporting an amount
> different,
> > by
> > >>>> $0.03. Nothing I did to update the included accounts would resolve
> > this
> > >>>> difference. I'm pretty sure I don't have a renegade asset account
> > hidden
> > >>>> somewhere with $0.03 in it... Differences of this magnitude I find
> are
> > >>>> usually rounding errors. But not sure what this is or where it is
> > coming
> > >>>> from.
> > >>>>
> > >>>> 2) When I saw the changes in the report options of version 3.903, I
> > made
> > >>>> sure that I *didn't* press the 'Save Config' button so it wouldn't
> > >>>> overwrite my existing config for this report. Later, I opened the
> old
> > >>>> 3.10
> > >>>> released version so I could see exactly how the options were set up
> in
> > >>>> the
> > >>>> previous Gnucash, and when I opened the saved report 'Balance
> Today',
> > >>>> all
> > >>>> the options had been changed to the incorrect ones that I had seen
> > with
> > >>>> version 3.903, e.g. the date was changed from Today to 'End of
> > >>>> accounting
> > >>>> period', the boxes for currency and exchange rates were now checked,
> > >>>> etc.
> > >>>> And in fact the file 'saved-reports-2.8' had been completely
> > >>>> overwritten by
> > >>>> v3.903 and all my dozens of saved reports now had incorrect
> settings.
> > >>>> Maybe
> > >>>> this is the expected behavior? But it was certainly unexpected to
> > me...
> > >>>> I
> > >>>> had to go into my Timeshift and get the most recent backup of
> > >>>> 'saved-reports-2.8' to restore all my settings.
> > >>>>
> > >>>> Hope all this is clear, and helpful. Let me know if you have any
> > >>>> questions.
> > >>>>
> > >>>> *Mark Sattolo*
> > >>>> *mh.satto at gmail.com <mh.satto at gmail.com>*
> > >>>> *(613) 447-5385*
> > >>>>
> > >>>>
> > >>>> On Mon, Jun 1, 2020 at 3:05 PM John Ralls <jralls at ceridwen.us>
> wrote:
> > >>>>
> > >>>> >
> > >>>> >
> > >>>> > > On Jun 1, 2020, at 11:51 AM, John Ralls <jralls at ceridwen.us>
> > wrote:
> > >>>> > >
> > >>>> > > The GnuCash development team announces GnuCash 3.903, the first
> > >>>> testing
> > >>>> > release for what will soon be GnuCash 4.0.
> > >>>> >
> > >>>> > A further note for developers: This release begins Feature Freeze,
> > >>>> please
> > >>>> > commit only bug fix changes until we release 4.0.
> > >>>> >
> > >>>> > String freeze is in two weeks, so if you have any commits that
> will
> > >>>> > require new or changed translatable strings get them in ASAP!
> > >>>> >
> > >>>> > Regards,
> > >>>> > John Ralls
> > >>>> >
> > >>>> > _______________________________________________
> > >>>> > gnucash-announce mailing list
> > >>>> > gnucash-announce at gnucash.org
> > >>>> > https://lists.gnucash.org/mailman/listinfo/gnucash-announce
> > >>>> >
> > >>>> _______________________________________________
> > >>>> gnucash-devel mailing list
> > >>>> gnucash-devel at gnucash.org
> > >>>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
> > >>>>
> > >>>
> > _______________________________________________
> > gnucash-devel mailing list
> > gnucash-devel at gnucash.org
> > https://lists.gnucash.org/mailman/listinfo/gnucash-devel
> >
> >
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