crater-invoice / crater

Open Source Invoicing Solution for Individuals & Businesses
https://craterapp.com
GNU Affero General Public License v3.0
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Disable retrospective edits #514

Closed tobidwest closed 3 years ago

tobidwest commented 3 years ago

In some countries, it is mandatory to make sure that accounting records cannot be edited retrospectively. It seems such essential feature is missing in Crater, if I'm not mistaken. I expect a toogle in settings to disable edits once an invoice has been sent or a payment has been recorded. Without this, you aren't allowed to use Crater in many countries.

What would be even better is if there'd be a notes field that's the only one you can edit so you can leave a note if you make a mistake or if Crater would let you edit retrospectively but log all the changes made.

Thanks and stay healthy!

Pazekal90 commented 3 years ago

You are not mistaken. In Germany the financial government goes very strict with violations.

tobidwest commented 3 years ago

It could look like this: image

"Ă„nderungen erlauben" = "Allow edits"

"In some countries it must be ensured that entries in the accounting system cannot be changed afterwards. Activate this option to make changes."

tobidwest commented 3 years ago

And when clicking on the edit button, you could show a prompt similar to the one on the updates page: image

But with this text: image

"Edits locked" "You cannot make changes to this record retrospectively"

tobidwest commented 3 years ago

What would be even better from a German businessowner's perspective is if the setup assistant would ask wheter you want to lock edits or not and then this setting cannot be changed without manually editing the config file (Invoiceplane handles it this way).

mohitpanjwani commented 3 years ago

Good suggestion! We'll add an option on settings to disable editing invoices once the invoice is marked as sent or payment is recorded.

We can keep following options:

tobidwest commented 3 years ago

That'd work, thank you so much!