Re: recurring transactions / templates in 1.4?

Hi Craig,

On Tue, Jan 5, 2016 at 7:55 AM, Craig <..hidden..> wrote:

Greetings, everyone!

I'm working to upgrade from 1.2 to 1.4 for two clients, and have a few
questions and thoughts. Here's a quick one to start:

I understand from the list that there's an intention to move away from
recurring transactions and towards separate templates.

That's right. The current recurring transactions are based on posted transactions, which means there needs to be a posted transaction before you can create recurring transactions. The idea of having separate templates is that you can create them even if there's no posted transaction.

As I understand,
templates don't currently work (throw errors),

We've recently found the same. Chris has been working to fix this situation, but that turned out to take longer than expected. The fix is planned to be included in one of the upcoming releases.

and I'm not sure about
the status of recurring transactions. In my upgraded install, existing
recurring transactions disappear from the list when I edit them, and new
ones (by "Schedule"ing an AR entry, say) don't show up at all.

That's definitely a bug. I'll see if I can reproduce it locally (well, I don't have any recurring ones, but I can see if they don't show up at all). Even though the intent is to move away from recurring transactions, the functionality won't be removed at this time. When we do, we probably want to assure an upgrade path with transactions/invoices marked as 'recurring' being migrated to templates or a similar solution. Does it happen to transactions in a newly created database/company? (I'm assuming so and will test myself as well.)

Using 1.4.20 on postgresql 9.3.10, perl 5.18.2

That's a combination that should work.

Can someone point me towards documentation etc. re: the current workflow?

I think it's broken, because it shouldn't have changed.

FWIW, I'm thinking about getting more involved in LedgerSMB as a project,

That would be great! The irc://chat.freenode.net/#ledgersmb channel is pretty active these days. If you need help/ want to discuss your questions in real time, it might be an option to pop in and see if we can help.

possibly moving into some customizing (I've done a bunch of BIRT reports
for the 1.2 version) and possibly coding, etc.

We highly appreciate any and all contributions: bug reports, customizations, coding, testing, UI improvements, documentation, you name it. Let us know what you need to be able to contribute and we'll see what we can do to provide for it.

I appreciate Erik's
recent outreach offensive, I found the 2015 update refreshing and
welcoming!

Thanks for the positive feedback!

Bye,

Erik.

http://efficito.com -- Hosted accounting and ERP.

Robust and Flexible. No vendor lock-in.