Re: deleting draft transactions

Hi Michael,

On Wed, Jul 8, 2015 at 10:58 PM, Michael Richardson <..hidden..> wrote:

I'm still at a loss to understand what the value of draft/post transactions
is. Maybe it's still a work in progress.

Heh. I'm not sure one is correlated to the other :-) . So, lets start with your situation: how many people are there in your business and how many are there in your "accounting department"?

If the answer is - as I suspect - "I'm alone" (like me, in most of my businesses), then Draft versus Posted transactions are not for you. Draft and Posted transactions implement a principle which is called "separation of duties". It ensures - in companies of size "2+" - that no single person can cook the books (usually heavily associated with fraud).

Perhaps I've reported this already: when I go to delete draft transactions

Hmm. No, I didn't notice anything like that. To be honest, we do use draft transactions and we do sometimes duplicate them, but I can't remember running into your problems. I've logged them on SourceForge: https://sourceforge.net/p/ledger-smb/bugs/1391/

that turned out to the duplicates (usually because I couldn't find them
having not posted them properly, and then I duplicated them while
reconciling. It would be nice if the reconcilliation page would show
me draft transactions which have not been approved, not of course, letting me
select them until they are posted), I am getting:

23503:ERROR: update or delete on table "acc_trans" violates foreign key constraint "business_unit_ac_entry_id_fkey" on table "business_unit_ac"
DETAIL: Key (entry_id)=(24190) is still referenced from table "business_unit_ac". CONTEXT: SQL statement "DELETE FROM acc_trans WHERE trans_id = in_id" PL/pgSQL function "draft_delete" line 9 at SQL statement at LedgerSMB.pm line 782.

dbversion: 1.4.12, company: sswbooks

So, I can't delete them. What is this business_unit_ac, and why is it
referencing a draft transaction?

It's used to attach business reporting units to the transactions -- e.g. projects, departments, ...

So, can I edit a draft transaction, because, you know, it was not approved
because it was in error? Nope, none of the edits seem to save when I "Save
Draft".

That's a bug too (registered it under https://sourceforge.net/p/ledger-smb/bugs/1392/). No, the (draft) transactions aren't a work in progress, but badly suffering from the fact that nobody started drawing state transition diagrams and discussing the required state changes before writing the code that's behind it. (It'd be very unfortunate if all you could do with a not-acceptable draft transaction is to delete it.)

(The number of blank rows for new info do double each time though)

Am I simply mis-understanding the point of draft transactions? Are these bugs?
Are these bugs because those transactions were entered with 1.3.x, and I've
upgraded?

I wouldn't expect these to be bugs because you entered in 1.3 and upgraded. I'm expecting (although I haven't verified) the same problems with 1.4-created transactions.

Bye,

Erik.

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