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Don't update transaction date when importing manually

Open Wizmaster opened this issue 10 months ago • 5 comments

Following work done in #1559 and update in #2534 (discussion https://github.com/actualbudget/actual/pull/2534#discussion_r1545649961), I think manual import should not override the transaction date as is done with bank account sync.

Wizmaster avatar Apr 20 '24 16:04 Wizmaster

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netlify[bot] avatar Apr 20 '24 16:04 netlify[bot]

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github-actions[bot] avatar Apr 20 '24 16:04 github-actions[bot]

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packages/loot-core/src/server/accounts/sync.ts 📉 -102 B (-0.45%) 22.13 kB → 22.04 kB
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github-actions[bot] avatar Apr 20 '24 16:04 github-actions[bot]

@Wizmaster what do you think about making this conditional on the cleared status?

That way uncleared items still get updated with the import, but you can manually edit dates for imported records and they won't be overwritten on further imports?

twk3 avatar May 13 '24 15:05 twk3

@twk3 I think that if a transaction exists before import (manual or bank sync), the inputted date should be kept. I know that sometimes banks can use a later date due to batched transactions not always sent in time, it would be better to always keep the date the end-user inputted.

@MatissJanis 👍

Wizmaster avatar May 14 '24 19:05 Wizmaster

I cant think of a reason to have bank sync act differently than a file import. In theory they should be the same, just one is automated. Ill merge this is for now and we will see if any edge users complain about the change.

youngcw avatar May 15 '24 21:05 youngcw