portfolio-performance / portfolio

Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.
http://www.portfolio-performance.info
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Transactions of deleted investment plan are handled inconsistently #1753

Open fbuchinger opened 3 years ago

fbuchinger commented 3 years ago

Describe the bug Transactions of a deleted investment plan are handled inconsistently: they disappear in the investment plan view, but are still visible in the "Securities Accounts" view.

To Reproduce Steps to reproduce the behavior:

  1. Create investment plan for security A
  2. Right-click generated investment plan and choose "Generate Transactions"
  3. Delete investment plan

Actual behaviour Investment Plan view doesn't show the generated transactions any more, but they are present in the transactions view of security A.

Expected behavior

Why is this a problem? I made a mistake when I created the investment plan, which I realized when I saw the generated transactions of the plan. (e.g. plan fee 15 EUR instead of 1.5 EUR). Deleting the investment plan caused a confusion how the generated transactions are handled.

Desktop (please complete the following information):

ghost commented 3 years ago

@fbuchinger This is workkng as intended because the generated bookings are only linked to the according saving plan. And same as in real life, if you cancel a saving plan you'll never get returned the amount.

But you could delete individual bookings if you select them 😉