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beancount / fava

Fava - web interface for Beancount
https://beancount.github.io/fava/
MIT License
1.98k stars 291 forks source link

Support quickly flipping transaction/posting flag between "*" and "!" #1151

Open pmarciniak opened 4 years ago

pmarciniak commented 4 years ago

Flipping the flag by clicking on it directly in "Account Journal" view (without having to enter the transaction edit mode) would allow quickly reconciling the ledger against a bank statement, like it's possible e.g. in GnuCash.

yagebu commented 4 years ago

A PR would be welcome :)

GuillaumeHM commented 9 months ago

Hello,

I'm coming from Grisbi accounting program and the feature you describe is the exact one I REALLY miss.

As a workaround, I developed a vim function to toggle flag with a mouse click. But a ledger embeds all transactions whereas fava filters on the only account (with a clean tx list display) that is much more ergonomic to do reconciliation with the bank tx list. For now, I need to reconcile in the ledger file, then check in the fava's account display that not a transaction remains unreconciled before the balance entry.

So currently, I need to switch between vim and fava windows and between fava's pages to check the balance error amount in the error page (see #1766). This is very painful regarding any accounting program that handles this basic case much better (all in one view: balance error, clickable transaction's flag).

My web development knowledge reaches almost zero, so I can't do it myself. Can any one develop a small plugin to achieve that ? Please please please !

I'm open to discuss about the ergonomic aspect of this feature (reconcile mode, keyboard + click combo...) and to help tweaking, testing...

Thank you very much in advance !

PS: Note that forecast transactions have # flag that shall be handled another way. I will be happy with a plugin that does simply ignore them...